Advisor Blog

The Advisor Advocate^®

The blog offers economic insights and inspired, informed guidance for your clients and advice for building your practice. It’s your resource for timely, relevant expertise on the topics that matter most to financial professionals and their clients.

Economic Commentary

May 31, 2023 1

Podcast: How busy will the travel season be?

Kathy Bostjancic and Ben Ayers provide their outlook on consumer spending, especially in terms of travel and services.

A man analyzing charts and graphs on the laptop and desktop.

Capital Market Impact

May 31, 2023 3

Fed rate hikes: Cause for pause?

Fed watchers see potential for a pause in rate increases, but recent reports show the economy still runs...

A barista taking a customer's order in a cafe.

Economic Commentary

May 30, 2023 3

Spending still too hot and debt-limit negotiations continue: Weekly Economic Review & Outlook

Weekly perspectives on the economy and financial markets and our outlook of the week ahead.

Economic Commentary

May 25, 2023 2

Elevated inflation, bank failures in tug-of-war over Fed policy

Decelerating growth in response to sharp Fed tightening suggest that the economy is in a pre-recessionary period.

A woman doing window shopping as she walks by.

Economic Commentary

May 24, 2023 5

Consumer spending picked up in April: Weekly Economic Review & Outlook

Weekly perspectives on the economy and financial markets and our outlook of the week ahead.

Client outcomes

May 19, 2023 5

6 Tips to Kickstart Succession Planning with Your Business Owner Clients

Here are 6 tips you can share with your business owner clients to help kickstart their succession planning.

A family spending outdoor time together.

Client outcomes

May 18, 2023 6

Financing Childhood: What financial professionals need to know to help clients raise children

Help clients prepare for the costs of raising a child

A professional having a meeting with two clients.

Economic Commentary

May 16, 2023 5

As economic pressures mount, investors are re-evaluating their financial priorities

Nearly six in ten investors plan to adjust their personal finances ahead of a potential recession.

Client outcomes

May 9, 2023 3

Talking financial security innovations at the Milken Global Conference

Financial professionals can and should do more to help improve retirement security for more Americans.

The excitement between the child and the woman.

Client outcomes

May 8, 2023 5

How Financial Professionals can Help Clients Save for College: UGMA Accounts

Like 529 plans and Coverdell Education Savings Accounts, UGMA accounts are yet another way your clients can save...

Two people looking at some papers together.

Client outcomes

April 28, 2023 7

Discussing LTC coverage within the unknowns of state mandated LTC programs

Learn more about LTC Coverage within the Unknowns of State Mandated LTC Programs

The Advisor Advocate^®

Podcast: How busy will the travel season be?

Fed rate hikes: Cause for pause?

Spending still too hot and debt-limit negotiations continue: Weekly Economic Review & Outlook

Elevated inflation, bank failures in tug-of-war over Fed policy

Consumer spending picked up in April: Weekly Economic Review & Outlook

6 Tips to Kickstart Succession Planning with Your Business Owner Clients

Financing Childhood: What financial professionals need to know to help clients raise children

As economic pressures mount, investors are re-evaluating their financial priorities

Talking financial security innovations at the Milken Global Conference

How Financial Professionals can Help Clients Save for College: UGMA Accounts

Discussing LTC coverage within the unknowns of state mandated LTC programs

Popular Articles

Consumer spending picked up in April: Weekly Economic Review & Outlook

As economic pressures mount, investors are re-evaluating their financial priorities

How Has the Pandemic Impacted Inflation

5 Simple Tips for a Retirement Income Plan

Talking financial security innovations at the Milken Global Conference

Spending still too hot and debt-limit negotiations continue: Weekly Economic Review & Outlook

Financing Childhood: What financial professionals need to know to help clients raise children

Elevated inflation, bank failures in tug-of-war over Fed policy

6 Tips to Kickstart Succession Planning with Your Business Owner Clients

Discussing LTC coverage within the unknowns of state mandated LTC programs

6 tips to give your clients on investing their tax return

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Recent articles

Podcast: How busy will the travel season be?

Fed rate hikes: Cause for pause?

Spending still too hot and debt-limit negotiations continue: Weekly Economic Review & Outlook

Elevated inflation, bank failures in tug-of-war over Fed policy

Consumer spending picked up in April: Weekly Economic Review & Outlook

6 Tips to Kickstart Succession Planning with Your Business Owner Clients

Financing Childhood: What financial professionals need to know to help clients raise children

As economic pressures mount, investors are re-evaluating their financial priorities

Talking financial security innovations at the Milken Global Conference

How Financial Professionals can Help Clients Save for College: UGMA Accounts

Discussing LTC coverage within the unknowns of state mandated LTC programs

Popular Articles

Consumer spending picked up in April: Weekly Economic Review & Outlook

As economic pressures mount, investors are re-evaluating their financial priorities

How Has the Pandemic Impacted Inflation

5 Simple Tips for a Retirement Income Plan

Talking financial security innovations at the Milken Global Conference

Spending still too hot and debt-limit negotiations continue: Weekly Economic Review & Outlook

Financing Childhood: What financial professionals need to know to help clients raise children

Elevated inflation, bank failures in tug-of-war over Fed policy

6 Tips to Kickstart Succession Planning with Your Business Owner Clients

Discussing LTC coverage within the unknowns of state mandated LTC programs

6 tips to give your clients on investing their tax return