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  Are your clients risking it all on long-term care?

  As a financial professional, your mission transcends helping clients build wealth. It also includes safeguarding their hard-earned assets from potential risks, like the cost of long-term care.

  Client outcomes January 19, 2024

  • client relationships
  • Long-term care
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  S&P 500® Index Nears Record High as Inflation Fears Ease and Tech Leads the Way

  Last week, the S&P 500® Index reached a new high, led by growth, tech, and consumer stocks.

  Capital Market Impact January 18, 2024

  • market commentary
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  S&P 500® Index Slips After Record Rally, Job Market and Consumer Spending Remain Strong

  Stocks dip after 2023 surge, economy resilient, outlook mixed.

  Capital Market Impact January 8, 2024

  • equity markets
  • labor market
  • market commentary
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  Financial planning tips for blended families

  When two people marry and bring children from previous marriages, managing blended inheritances, ensuring fair distribution of assets, and avoiding potential conflicts will all be aspects for your consideration as a financial professional.

  Client outcomes January 4, 2024

  • retirement income
  • retirement planning
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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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  Dow hits record high amid encouraging inflation data and dovish FOMC shift

  Equity markets continue to rise, with the Dow hitting a new record high. Investors buoyed by encouraging inflation data and dovish FOMC shift.

  Capital Market Impact December 18, 2023

  • equity markets
  • investor sentiment
  • market commentary
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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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  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 markets
  • investor sentiment
  • market commentary
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  Fed Officials Turn Hawkish as the S&P 500 Reaches New Heights in November

  The equity markets soared to a year-high as inflation data eased fears of a hard landing, while the Fed remained hawkish despite market expectations of rate cuts.

  Capital Market Impact December 4, 2023

  • market commentary
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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