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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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    • Client outcomes
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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 woman looking into the air.

    Richcession? Rolling recession? What to expect for the economy going forward

    Recession worries can affect investor sentiment. Here’s how to clarify what to expect from the economy in the future.

    Capital Market Impact September 13, 2023
    • consumer spending
    • economic commentary
    • economic growth
    • inflation
  • A professional presenting findings to a few clients.

    Cycle Watch | July 2023 Recession still on hold

    Despite fears of a possible recession, surprisingly strong economic data further delays any likelihood of one.

    Capital Market Impact July 14, 2023
    • economic growth
    • inflation
    • interest rates
    • investing strategies
  • A professional presenting findings to a couple of clients.

    Cycle Watch | June 2023 Jobs market keeps recession at bay

    The May jobs report offered more evidence that the economy is still far from a recession.

    Capital Market Impact June 15, 2023
    • economic growth
    • inflation
    • interest rates
    • investing strategies
  • A restaurant owner managing their business on a tablet.

    Resiliency of spending, hiring keeping a recession at bay

    Approaching mid-year, imminent recession concerns continue to be delayed by stronger-than-expected demand for workers.

    Economic Commentary June 13, 2023
    • consumer spending
    • economic growth
    • employment
    • inflation
  • A professional displaying information on a tablet to clients.

    Cycle Watch | May 2023 Growth slows but no recession yet

    The economy added 253,000 jobs in April, beating expectations in the face of rising interest rates.

    Capital Market Impact May 16, 2023
    • inflation
    • interest rates
    • investing strategies
    • labor market
  • Two people discuss the bond markets and recession.

    Bond markets not troubled by recession talk

    While yield curve data points to uncertainty, corporate bond investors find calm in solid company performance.

    Capital Market Impact April 26, 2023
    • economic growth
    • interest rates
    • investing strategies
    • market commentary
  • A professional looking through papers.

    As investors increasingly fear a recession, financial professionals can help them prepare

    Four in ten investors believe the U.S. is already in a financial crisis, and another three in ten believe we are approaching one.

    Client outcomes April 19, 2023
    • client relationships
    • inflation
    • investing strategies
    • retirement planning
  • A professional working with clients.

    Cycle Watch | April 2023 Market stress raises recession worries

    Inflation cooled to 5% in March, but the Fed is still likely to raise its policy rate again in May.

    Capital Market Impact April 13, 2023
    • inflation
    • interest rates
    • investing strategies
    • market commentary
  • Two professionals having a discussion.

    Help clients prepare for a pending recession

    Keep clients on track toward their financial goals, especially in times of recession or market upheaval.

    Capital Market Impact March 1, 2023
    • investing strategies
    • market commentary
    • recession
  • Man at desk reads about the recession.

    Cycle Watch | January 2023: Putting off a recession for now

    December’s lower inflation reading could mean a slower pace of rate hikes in the coming months.

    Capital Market Impact January 19, 2023
    • economic growth
    • inflation
    • interest rates
    • investing strategies

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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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