Saving for college in a volatile market Saving for college in a volatile market can be concerning for clients, but you can help them navigate the ups and downs of the market with a plan. Client outcomes March 24, 2023 college savingshabitsinvesting strategiestaxes
Help clients realize their retirement dreams in a time of economic uncertainty Because of economic pressures and market volatility, many pre-retirees believe their retirement will be different from their parents and grandparents. Client outcomes April 15, 2024 client relationshipspractice managementretirement planning
What to Watch This Week: Geopolitical Tensions, a Strong Start to Earnings Season, and the Strength of the Global Consumer Markets continued to recover from the rough two-month stretch, with the S&P 500® Index delivering a modest gain for the second straight week Capital Market Impact October 16, 2023 economic growthinflationinterest ratesmarket commentary
Will investors benefit if stocks and bonds go separate ways? A return to the inverse relationship between stocks and bonds could be a welcome development for investors. Capital Market Impact August 21, 2024 bond marketinterest ratesinvesting strategiesmarket commentary
Understanding credit spreads—the canary in the financial coal mine Credit spreads can be a reliable indicator to help investors assess risk sentiment in the financial markets. Capital Market Impact August 14, 2024 interest ratesinvesting strategiesmarket commentaryvolatility
Cycle Watch | Cooler economic growth ahead The economy begins the final descent toward a soft landing, but will the slowdown go too far? Capital Market Impact August 7, 2024 economic growtheconomic trendsinflationinterest rates
Stocks stay quiet despite bearish signs Stocks have had plenty of reasons to be volatile, but daily performance has been subdued this year. Capital Market Impact June 19, 2024 economic growthhousing marketinterest ratesinvesting strategies
A case for variable annuities with guaranteed lifetime withdrawal benefits Learn how variable annuities with income protections could better serve your clients for retirement than an investments-only approach without protections. Client outcomes May 29, 2024 income planninginvesting strategiesretirement incomeretirement planning
The shifting retirement outlook requires new thinking for financial planning Many Americans are realizing their retirement may differ from past generations. Discover insights in our latest survey. Client outcomes May 13, 2024 client relationshipsincome planninginvesting strategiesretirement planning
Fed pause on interest rates may reward patient investors Historical data shows a correlation between long waits for Fed rate cuts and better stock market returns. Capital Market Impact May 8, 2024