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.

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Business Growth

September 30, 2022 5

Hispanic business owners seeking risk management advice present opportunity for advisors and financial professionals

Hispanic Heritage Month a great time to engage fast growing business segment.

Capital Market Impact

September 29, 2022 3

How to approach the upcoming midterms

Politics and portfolios: what the midterms mean for markets

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Practice Management

September 26, 2022 3

Using social media to drive business results for your practice

Utilizing social selling is an excellent way to engage with old clients and build relationships with new clients....

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Business Growth

September 26, 2022 5

Hispanic clients share concerns about financial security

Nearly nine in 10 Hispanic adults said they are concerned about current levels of inflation in the country.

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Economic Commentary

September 26, 2022 2

Fed continues its aggressive inflation fight

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

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Economic Commentary

September 23, 2022 1

The Fed announced a third consecutive 75 basis point rate increase as inflation trends remains hot.

The core CPI jumped again in August as housing and service costs continue to build despite the Fed’s...

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Economic Commentary

September 22, 2022 2

The Fed stays aggressive: Daily Insight from Nationwide Economics

Highlights from today’s economic and financial market news

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Economic Commentary

September 19, 2022 1

Bad inflation print despite lower gas prices

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

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Economic Commentary

September 13, 2022 1

Housing has weakened, but the Fed is unlikely to alter its rate tightening path

The economy continues to show signs of slowing with the housing market leading the downtrend.

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Economic Commentary

September 12, 2022 1

Mixed signals on service sector growth

Last week featured mixed data for service industries, and the labor market continues to be tight.

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Practice Management

September 9, 2022 4

The best advice I’ve ever gotten: National 401(k) Day

National 401(k) Day is celebrated to help Americans better understand their retirement plan by bringing awareness to the...

Popular Articles

Hispanic Heritage Month Blog Header.

Business Growth

September 26, 2022 5

Hispanic clients share concerns about financial security

Nearly nine in 10 Hispanic adults said they are concerned about current levels of inflation in the country.

Client outcomes

July 20, 2022 5

Clients rethink Social Security plans amid uncertain environment

View insights from our 2022 Social Security survey and resources to help build your client relationships.

Client outcomes

August 24, 2022 5

5 Simple Tips for a Retirement Income Plan

Help your clients feel better about their retirement plan with these 5 simple tips to get prepared for...

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Economic Commentary

September 14, 2021 5

How Has the Pandemic Impacted Inflation

Inflation fears have cropped up again as the costs of many goods and services have spiked this year.

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Client outcomes

August 18, 2021 5

3 Steps to Help Clients Balance Protection & Growth for Retirement

Help your clients make a financial plan that allows them to balance protection and growth to achieve their...

Client outcomes

August 24, 2022 5

Inflation increases financial stress for many families

Worries about inflation and a potential recession are top of mind for American families. Read more insights from...

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Economic Commentary

March 15, 2022 5

How does inflation affect the stock market and potential strategies to take with your clients

Be prepared for the potential effects of inflation on the stock market.

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Client outcomes

June 27, 2022 5

Common Social Security questions and misconceptions answered

Here are some common questions and misconceptions every financial professional should be prepared to address.

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Client outcomes

September 13, 2021 5

Plan sponsors and participants are primed for in-plan lifetime income options

Growing interest in lifetime income solutions opens new opportunities for retirement plan advisors and consultants.

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Client outcomes

August 27, 2021 5

The potential benefit of using a deferred annuity within an IRA

Should an annuity be used within an IRA? Take a deeper look into these issue to learn more.

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Client outcomes

September 9, 2021 5

Two Key Retirement Benefits Farmers Might Miss

Farmers need the help of financial professionals when it comes to retirement income planning.

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