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  Markets continue to rally as bear arguments fade

  Equity markets continued to steadily move higher, with the S&P 500® Index gaining for the third-straight week and the ninth time in the past 11 weeks

  Capital Market Impact July 31, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  The importance of layoff preparation for your clients

  As layoffs are a topic of conversation due to the current economy and fears of a recession, today is a great time to help prep your clients for a layoff or future gaps in employment. These tips can help your clients set themselves up for success before and during a layoff.

  Client outcomes June 29, 2023

  • retirement income
  • retirement planning
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  Markets pause following an impressive rally

  Equity markets paused following an impressive run, with the S&P 500® Index snapping a five-week winning streak

  Capital Market Impact June 26, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  Economic uncertainty has those closest to retirement delaying their plans

  After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans.

  Client outcomes June 20, 2023

  • client relationships
  • inflation
  • retirement planning
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  How to help clients manage their debt

  As a financial professional, one of the most important things you can do for your clients is to help them manage their debt.

  Client outcomes March 13, 2023

  • Debt management
  • habits