Resources for Financial Professionals

Daily Economic Commentary

Market Swings and Coronavirus: 4 Facts Clients Need to Know

March 10, 2020

Amid market volatility, investors should remain calm and not respond to the headlines.

Economic Commentary

November Economic Review: Record economic growth. New infections present risk.

November 17, 2020

After a couple of months of strong-but-slowing growth, the economy picked up some steam in October as many...

Economic Commentary

Consumer spending slowing

November 23, 2020

Retail sales grew by a modest 0.25 percent for October, by far the slowest pace since the reopening...

Client outcomes

CARES Act loosens rules on retirement savings distributions

April 20, 2020

New rules set in place by the CARES Act provide more options to those who are struggling financially

Client outcomes

How Medicare impacts a client’s retirement income

September 9, 2020

Medicare can be a complex topic. We’re here to help you sort through your options in order to...

Economic Commentary

Vaccine news lifts markets and the outlook

November 16, 2020

Optimism surrounding vaccine effectiveness, and perhaps mixed government, lifted equity markets.

Economic Commentary

A blow out start to the next expansion

November 2, 2020

Weekly Review: Real GDP surged at a record 33.1% annualized rate for Q3, by far the fastest period...

Client outcomes

What your client should consider when enrolling in Medicare

October 22, 2020

Even with a number of resources at the ready, many still have questions around enrollment

Client outcomes

The ABCs and 123s of Medicare: A few of the basics you should know to make informed decisions

September 17, 2020

Breaking down a few of the basics of Medicare – how it works, what it covers and who...

Business Growth

How financial professionals can achieve their business goals

September 28, 2020

If you don’t know where you’re going, how will you know when you get there?

Client outcomes

Healthcare Expenses & Medicare: Discovering What’s Covered, Uncovering What’s Not

October 14, 2020

Understanding what Medicare does and does not cover allows beneficiaries to effectively plan for healthcare costs

Advisor Blog

Advisor Blog

Practice Management

Building and maintaining strong relationships with clients post-coronavirus

Client outcomes

Help your younger clients plan their future Social Security benefits

Practice Management

Using your voice for good as financial professionals

Economic Commentary

The housing market is back

Recent articles

Consumer spending slowing

Vaccine optimism outweighs economic concerns

November Economic Review: Record economic growth. New infections present risk.

Vaccine news lifts markets and the outlook

Continued solid job gains

A blow out start to the next expansion

Helping clients plan for their health care expenses in retirement

Homes sales soar despite even less supply

The recovery shifts to a lower gear

What your client should consider when enrolling in Medicare

Another spending surge for September

Popular articles

Market Swings and Coronavirus: 4 Facts Clients Need to Know

November Economic Review: Record economic growth. New infections present risk.

Consumer spending slowing

CARES Act loosens rules on retirement savings distributions

How Medicare impacts a client’s retirement income

Vaccine news lifts markets and the outlook

A blow out start to the next expansion

What your client should consider when enrolling in Medicare

The ABCs and 123s of Medicare: A few of the basics you should know to make informed decisions

How financial professionals can achieve their business goals

Healthcare Expenses & Medicare: Discovering What’s Covered, Uncovering What’s Not

The Advisor Advocate

Practice Management

Building and maintaining strong relationships with clients post-coronavirus

Client outcomes

Help your younger clients plan their future Social Security benefits

Practice Management

Using your voice for good as financial professionals

Economic Commentary

The housing market is back

Recent articles

Consumer spending slowing

Vaccine optimism outweighs economic concerns

November Economic Review: Record economic growth. New infections present risk.

Vaccine news lifts markets and the outlook

Continued solid job gains

A blow out start to the next expansion

Helping clients plan for their health care expenses in retirement

Homes sales soar despite even less supply

The recovery shifts to a lower gear

What your client should consider when enrolling in Medicare

Another spending surge for September

Popular articles

Market Swings and Coronavirus: 4 Facts Clients Need to Know

November Economic Review: Record economic growth. New infections present risk.

Consumer spending slowing

CARES Act loosens rules on retirement savings distributions

How Medicare impacts a client’s retirement income

Vaccine news lifts markets and the outlook

A blow out start to the next expansion

What your client should consider when enrolling in Medicare

The ABCs and 123s of Medicare: A few of the basics you should know to make informed decisions

How financial professionals can achieve their business goals

Healthcare Expenses & Medicare: Discovering What’s Covered, Uncovering What’s Not