S&P 500 extends rally amid mixed markets and data S&P 500 gains amid mixed data, sentiment, and positioning. Capital Market Impact December 12, 2023 equity marketsinvestor sentimentmarket commentary
Markets rebound following a difficult three-month stretch Equity markets staged an impressive rally following a difficult three-month period, with the S&P 500® Index delivering the best week in nearly a year Capital Market Impact November 6, 2023 economic growthinflationinterest ratesmarket commentary
Will geopolitical risk stall a fourth-quarter rally? Equity markets managed to finish the first week of the fourth quarter in positive territory Capital Market Impact October 9, 2023
Markets stabilize as seasonal headwinds shift to tailwinds Equity markets have stabilized following a difficult two-month stretch that saw the S&P 500® Index fall by nearly 7% Capital Market Impact October 2, 2023 economic growthinflationinterest ratesmarket commentary
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 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
Helping self-employed and gig-worker clients save for retirement There are many options for your self-employed clients when it comes to saving for retirement. Client outcomes August 11, 2023 retirement incomeretirement planning
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 growthinflationinterest ratesmarket commentary
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 health carelgbtqretirement planningtaxes