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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Client outcomes

September 27, 2023 4

How to use in-plan protected income solutions to improve retirement confidence

In-plan protected income solutions can go a long way toward building retirement confidence.

A professional meets a client.

Capital Market Impact

October 2, 2023 4

Markets stabilize as seasonal headwinds shift to tailwinds

Equity markets have stabilized following a difficult two-month stretch that saw the S&P 500® Index fall by nearly...

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Economic Commentary

September 27, 2023 4

Strong Q3 but higher interest rates may finally begin to bite

The FOMC decided to keep interest rates steady in September but is prepared to raise rates again later...

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Economic Commentary

September 25, 2023 5

Higher-for-longer rates: Weekly Economic Review & Outlook

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

A person looking at their mobile device.

Economic Commentary

September 20, 2023 2

Cooler trends as summer turns to fall

Slower job growth and falling savings indicate that consumers may cut back on spending soon after a blowout...

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Economic Commentary

September 18, 2023 4

Service inflation is still too hot: Weekly Economic Review & Outlook

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

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Client outcomes

September 14, 2023 7

How to help clients maximize Medicare and Social Security benefits

Where Medicare and Social Security meet; how to help clients maximize benefits and minimize costs

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Economic Commentary

September 11, 2023 5

Service sector is still humming: Weekly Economic Review & Outlook

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

Podcasting equipment.

Economic Commentary

September 6, 2023 1

Podcast: What remains on Congress’s to-do list for 2023?

What does Congress hope to accomplish before the end of the year and how could the economy be...

Man looks at charts on a computer.

Economic Commentary

September 6, 2023 5

The Fed weighs conflicting signals: Weekly Economic Review & Outlook

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

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Economic Commentary

August 28, 2023 1

Podcast: What are the implications from Powell’s speech in Jackson Hole?

What did Powell’s say about inflation and interest rates in his keynote? How did the markets react to...

Popular Articles

Two women in a meeting.

Client outcomes

September 27, 2023 4

How to use in-plan protected income solutions to improve retirement confidence

In-plan protected income solutions can go a long way toward building retirement confidence.

Person fills their car with gas.

Economic Commentary

January 24, 2023 4

How Has the Pandemic Impacted Inflation

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

A professional checking their mobile device.

Economic Commentary

September 27, 2023 4

Strong Q3 but higher interest rates may finally begin to bite

The FOMC decided to keep interest rates steady in September but is prepared to raise rates again later...

A happy couple having a meeting.

Client outcomes

September 14, 2023 4

How to help clients maximize Medicare and Social Security benefits

Where Medicare and Social Security meet; how to help clients maximize benefits and minimize costs

A woman sitting on a bench outside.

Client outcomes

June 20, 2023 4

Economic uncertainty has those closest to retirement delaying their plans

After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans.

A professional working on a laptop.

Economic Commentary

September 25, 2023 4

Higher-for-longer rates: Weekly Economic Review & Outlook

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

Client outcomes

August 15, 2022 4

Medicare Questions – Answering Clients’ Most FAQ

Be prepared for what is on your client’s minds when it comes to Medicare.

Team members at work.

Business Growth

August 25, 2023 4

Tradition meets innovation: annuity products and technology

Integrating traditional annuity products with cutting-edge technology is creating new opportunities for financial professionals.

A professional having a meeting with two clients.

Economic Commentary

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.

A team at work

Client outcomes

March 6, 2023 4

Personal, estate, and business tax planning strategies for 2023

Tax season has begun, and it’s not too early to think about planning for the 2023 tax year....

A man using a tablet device.

Client outcomes

August 22, 2023 4

Social Security: Knowledge gaps and funding concerns open the door to deeper discussions

After ten years of survey results, the importance of working with a trusted financial professional to make social...

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