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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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  Planning for lifetime income with annuities

  Depending on personal factors like age and risk tolerance, annuities may be a good solution for clients looking to retire with guaranteed income for the rest of their lives.

  Client outcomes November 29, 2023

  • retirement planning
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  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 growth
  • inflation
  • interest rates
  • market commentary