Is Big Tech’s dominance over? Surging tech stocks drove returns during the pandemic, but rising interest rates may pressure their earnings. Capital Market Impact February 1, 2023 market commentaryretirement planning
How to help LGBTQ+ clients plan their financial futures Understand some of the unique challenges that LGBTQ+ individuals face, that may affect their financial planning. Client outcomes December 30, 2022 healthcarelgbtqretirement planningtaxes
Navigating Finances After Loss: A Comprehensive Guide for Widows Help your widowed clients financially navigate the loss of their spouse. Client outcomes March 15, 2024 retirement planningwomen in retirement
Markets Shrug Off Inflation Spike Despite higher inflation and a hawkish Fed, equity markets remain stable. Capital Market Impact February 20, 2024 market commentary
How to have “The Talk” with clients about estate planning Broaching this important topic can help your clients solidify their legacies—and help you retain assets across generations. Client outcomes January 26, 2024 client relationshipsretirement incomeretirement planning
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 incomeretirement planning
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 growthinflationinterest ratesmarket commentary
Helping clients understand the financial benefits of marriage Marriage can offer significant financial benefits such as pooled resources for retirement, access to spousal Social Security benefits, insurance coverage and discounts, and potential tax advantages. Client outcomes October 26, 2023 client relationshipsmarriageretirement incomeretirement planning
As economic pressures mount, investors are re-evaluating their financial priorities Nearly six in ten investors plan to adjust their personal finances ahead of a potential recession. Economic Commentary May 16, 2023 client relationshipshabitsinflationmarket commentary
As investors increasingly fear a recession, financial professionals can help them prepare Four in ten investors believe the U.S. is already in a financial crisis, and another three in ten believe we are approaching one. Client outcomes April 19, 2023 client relationshipsinflationinvesting strategiesretirement planning