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    Tradition meets innovation: annuity products and technology

    Unconscious bias: Acknowledging, owning, and overcoming our biases

    FARE helps Black financial professionals thrive

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    Break-even math: How much gain is needed to recover from a loss fully?

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    Strong Q3 but higher interest rates may finally begin to bite

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

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

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    How to help clients maximize Medicare and Social Security benefits

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    How to discuss 5 common myths about annuities with your clients

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  • A professional working on a laptop.

    R-star reset: What an end to low rates may mean for the market.

    Investors consider the consequences of a reset to the neutral rate of interest (R-star).

    Capital Market Impact September 7, 2023
    • interest rates
    • investing strategies
    • market commentary
  • A couple looking out the window happily.

    Steady Market Resilience: Boring is Beautiful

    Equity markets continued their period of consolidation, extending the losing streak to three weeks

    Capital Market Impact August 22, 2023
    • economic growth
    • inflation
    • interest rates
    • market commentary
  • A barista pouring a drink in a glass.

    Markets pause despite increased calls for a soft landing

    Equity markets look to rebound following the first decline in four weeks and just the third negative week in the previous 12

    Capital Market Impact August 8, 2023
    • economic growth
    • inflation
    • interest rates
    • market commentary
  • A barista preparing a drink.

    More signs of labor market cooling: Weekly Economic Review & Outlook

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

    Economic Commentary August 7, 2023
    • consumer spending
    • economic growth
    • employment
    • inflation
  • A lady smiling at another person.

    Markets continue to rally as bear arguments fade

    Equity markets continued to steadily move higher, with the S&P 500® Index gaining for the third-straight week and the ninth time in the past 11 weeks

    Capital Market Impact July 31, 2023
    • economic growth
    • inflation
    • interest rates
    • market commentary
  • People waiting in line outside of a job center.

    Labor market finally cools off: Weekly Economic Review & Outlook

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

    Economic Commentary July 10, 2023
    • consumer spending
    • economic growth
    • employment
    • inflation
  • A professional analyzing a chart on their computer screen.

    Markets pause following an impressive rally

    Equity markets paused following an impressive run, with the S&P 500® Index snapping a five-week winning streak

    Capital Market Impact June 26, 2023
    • economic growth
    • inflation
    • interest rates
    • market commentary
  • A person analyzing the stock market performance on a laptop and mobile.

    Investors are still pessimistic, but emotions aren’t driving the markets

    Equity markets broke out of an extended period of slumber, with the S&P 500® Index jumping to the best level since August

    Capital Market Impact May 22, 2023
    • economic growth
    • inflation
    • interest rates
    • market commentary
  • A person working on their laptop and stirring a cup of coffee.

    Markets resilient in face of slowing fundamentals

    Equity markets continue to march slowly higher despite weakening fundamental data, with the S&P 500® Index gaining in five of seven weeks

    Capital Market Impact May 1, 2023
    • economic growth
    • inflation
    • interest rates
    • market commentary
  • An illustration of a chart going up.

    Markets surge despite continued uncertainty

    Equity markets delivered their third-straight weekly gain, continuing to exhibit remarkable resilience given continued uncertainty in the banking system

    Capital Market Impact April 3, 2023
    • economic growth
    • inflation
    • interest rates
    • market commentary

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  • Practice Management
    • Practice Management
    • Business Growth
    • Professional Development
    Team members at work.

    Tradition meets innovation: annuity products and technology

    Unconscious bias: Acknowledging, owning, and overcoming our biases

    FARE helps Black financial professionals thrive

  • Markets and Economy
    • Markets and Economy
    • Capital Market Impact
    • Economic Commentary
    • Daily Economic Commentary
    A client chatting with a professional.

    Break-even math: How much gain is needed to recover from a loss fully?

    A professional checking their mobile device.

    Strong Q3 but higher interest rates may finally begin to bite

    A professional working on a laptop.

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

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
    Two women in a meeting.

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

    A happy couple having a meeting.

    How to help clients maximize Medicare and Social Security benefits

    A person gardening happily.

    How to discuss 5 common myths about annuities with your clients

  • 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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