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    Unconscious bias: Acknowledging, owning, and overcoming our biases

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    Podcast: AI’s impact on productivity and the economy

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  • A man checking his phone.

    Help clients keep financially focused during an election year

    Objective guidance and sound financial advice can help clients maintain a big-picture perspective for their financial plan.

    Client outcomes October 30, 2023
    • client relationships
    • market commentary
    • other
    • retirement planning
  • Two people in a meeting.

    Prepare clients now for an emotional election year

    As emotions rise around the election season, help clients stay focused on the fundamental drivers of market performance.

    Capital Market Impact October 13, 2023
    • investing strategies
    • market commentary
    • stock market
  • Man reviews the market report at desk.

    Cycle Watch | November 2022: Higher rates hold down growth

    A better-than-expected October jobs report sets the stage for more interest rate hikes.

    Capital Market Impact November 10, 2022
    • housing market
    • inflation
    • interest rates
    • investing strategies
  • Employees brainstorming in the office.

    Markets cheer the end of midterm uncertainty

    With the midterms done and gridlock in place, investors can now refocus on the fundamental drivers of performance.

    Capital Market Impact November 9, 2022
    • investing strategies
    • market commentary
    • stock market
  • Advisor speaking with clients

    Helping your clients navigate the midterm election

    The midterm election can be a stressful time for your clients because changes of power in Washington can affect their perception of the market.

    Beyond Investing October 27, 2022
    • client relationships
    • investing strategies
  • Financial professional with clients

    Manage client expectations through the midterms

    Impacts of elections on the markets and economy

    Capital Market Impact October 25, 2022
    • election cycle
    • investing strategies
    • market commentary
  • Woman looking off into the distance

    Watch: Insights on the upcoming midterms

    Help your clients stay informed and focused before the upcoming election.

    Capital Market Impact October 20, 2022
    • economic growth
    • investing strategies
    • market commentary
    • midterm elections
  • Man at computer

    Market performance after midterms

    Stocks often suffer in advance of midterms. Will the market gain traction after this year’s elections?

    Capital Market Impact October 6, 2022
    • investing strategies
    • market commentary
  • How to approach the upcoming midterms

    Politics and portfolios: what the midterms mean for markets

    Capital Market Impact September 29, 2022
    • elections
    • inflation
    • legislation
  • a graphic displaying the democratic and republican symbols

    No split government after all

    Democrats won both runoff elections in Georgia on Tuesday, giving the party control of the Senate.

    Daily Economic Commentary January 7, 2021
    • market commentary

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  • Practice Management
    • Practice Management
    • Business Growth
    • Professional Development
    A woman reviews employee benefit paperwork.

    Help business-owner clients improve employee benefits in an uncertain environment

    Team members at work.

    Tradition meets innovation: annuity products and technology

    Unconscious bias: Acknowledging, owning, and overcoming our biases

  • Markets and Economy
    • Markets and Economy
    • Capital Market Impact
    • Economic Commentary
    • Daily Economic Commentary
    Two people discusses the stock market.

    What to expect when the Fed pauses or cuts rates

    A man reads an economic report.

    Fed Officials Turn Hawkish as the S&P 500 Reaches New Heights in November

    A woman types on her computer.

    Podcast: AI’s impact on productivity and the economy

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
    A woman types on a computer.

    Financial information online: The good, the bad, and the just wrong

    A senior couple plans for lifetime income.

    Planning for lifetime income with annuities

    A senior couple reviews their tax return.

    The benefits of charitable contributions: a guide for financial professionals

  • About the blog
    • Our Contributors
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This material is not a recommendation to buy, sell, hold, or rollover any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should work with their financial professional to discuss their specific situation.

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