Search results

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  Passing along financial wisdom across generations of Black investors

  Explore insights from experienced Black investors on building financial security and key lessons in smart saving for a successful retirement.

  Client outcomes February 6, 2024

  • client relationships
  • practice management
  • retirement income
  • retirement planning
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  S&P 500® Index shrugs off earnings and rate fears, hits record

  Stocks rally to new peak despite weak earnings and hawkish Fed.

  Capital Market Impact January 23, 2024

  • market commentary
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  Advising through the silver splitter phenomenon: a guide to gray divorce

  Gray divorce is on the rise—but how will it affect your clients?

  Client outcomes December 21, 2023

  • retirement income
  • retirement planning
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  Decoding the growth-vs-value performance split

  Growth stocks have outperformed in 2023 thanks to large-cap tech stocks gains, but the trend isn’t the same for small-cap stocks.

  Capital Market Impact December 13, 2023

  • investing strategies
  • market commentary
  • stock market
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  Student debt and retirement: 6 tips to help guide clients toward financial stability

  Concerns about student loan debt could be an issue that your older clients will need addressed when discussing retirement planning. In this blog we’ll share 6 tips on how to approach financial planning with clients who have student loan debt.

  Client outcomes November 17, 2023

  • habits
  • retirement planning
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  The Market’s Megaphone Message for the Fed

  Equity markets were mixed this week, with the S&P 500® Index managing a gain for the second week

  Capital Market Impact November 13, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  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 growth
  • inflation
  • interest rates
  • market commentary
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  Markets weak as investors are unimpressed by earnings beats

  S&P 500 seems set for the third straight negative month following five positive months

  Capital Market Impact October 30, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  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 relationships
  • retirement income
  • retirement planning
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  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 income
  • retirement planning