Cost-cutting firms continue to spend on technology Many firms cut spending across the board last year, but tech expenditures increased. Capital Market Impact June 30, 2021 investing strategiesmarket commentary
Markets pause on investor confusion Equity markets remain modestly higher for the year, though the lack of decisive movement reflects investors’ uncertainty. Capital Market Impact January 23, 2023 economic growthinflationinterest ratesmarket commentary
How Financial Professionals can Help Clients Save for College: Coverdell Education Savings Accounts Coverdell ESAs are one of the federally sponsored investment opportunities created specifically to help save for college. This type of custodial account can be set up on behalf of a designated beneficiary for them to use for qualified education expenses once they turn 18. Client outcomes January 6, 2023
2023 economic and market outlook: The narrative shifts Expect slowing growth, further effects from Fed rate hikes and stock investors to return to fundamentals. Capital Market Impact January 3, 2023 market commentaryretirement planning
How to help LGBTQ+ clients plan their financial futures Understand some of the unique challenges that LGBTQ+ individuals face, that may affect their financial planning. Client outcomes December 30, 2022 healthcarelgbtqretirement planningtaxes
Investors Eagerly Await CPI Report and FOMC Meeting Equity markets have stalled following an impressive two-month rally, with the S&P 500® Index posting its worst week since September Capital Market Impact December 12, 2022 economic growthinflationinterest ratesmarket commentary
Markets continue higher, though protests in China threaten to derail the recovery Markets are coming off their fourth gain in six weeks, with the S&P 500® Index touching the best level since early September Capital Market Impact November 28, 2022 economic growthinflationinterest ratesmarket commentary
Markets pause as investors contemplate positioning into year-end Equity markets have stalled following a four-week rally that saw an 11% gain Capital Market Impact November 21, 2022 economic growthinflationinterest ratesmarket commentary
Bulls seek to gain control as midterms approach Equity markets will try to reestablish positive momentum following a decline last week, as investors prepare for a CPI reading and mid-term elections Capital Market Impact November 7, 2022 economic growthinflationinterest ratesmarket commentary
Investors pivot to value stocks amid tech rout Big tech firms hit economic headwinds after years of high-flying returns. Capital Market Impact November 2, 2022 investing strategiesmarket commentarystock market
