Redefining market sentiment and strategy amid pivotal indicators and potential disruptions Markets weakened last week following an extended period of calm Capital Market Impact September 25, 2023 economic growthinflationinterest ratesmarket commentary
The Calm Before the October Storm Equity markets were little changed in a quiet week, continuing the sideways zig-zag pattern in which the S&P 500® Index has been since June Capital Market Impact September 18, 2023 economic growthinflationinterest ratesmarket commentary
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 Client outcomes September 14, 2023 health careretirement planningSocial Security
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 spendingeconomic commentaryeconomic growthinflation
How to discuss 5 common myths about annuities with your clients Annuity products are more client-friendly than in the past. In this blog, we’ll dispel some of the most common myths about annuities, and how you can talk to your clients about them. Client outcomes August 28, 2023 client relationshipsretirement incomeretirement planning
How healthy are U.S. consumers right now? A holistic look at the latest consumer data can help us assess what’s ahead for the markets and economy. Capital Market Impact August 23, 2023 consumer spendinginflationinterest rates
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 growthinflationinterest ratesmarket commentary
Consumer Tailwinds Could Blow Us Out of the Summer Doldrums The markets have entered a period of consolidation following a strong run for five-straight months Capital Market Impact August 14, 2023 economic growthinflationinterest ratesmarket commentary
AI’s impact on longevity risk: Can clients afford it? AI is poised to help us live longer, healthier lives. Can clients afford it? Client outcomes July 28, 2023 client relationshipsinvesting strategiesretirement incomeretirement planning
When a client has a large expense, consider securities-backed lending When a client faces a large expense — whether a sudden need or a long-planned purchase — there are several funding options that they’re likely to consider. Clients might not be aware, however, of securities-backed lending (SBL). Client outcomes June 27, 2023 consumer spendinghabitsinvesting strategies