Strong November drives markets to record highs Equity markets are set to close their best month since April and second-best since 1987 Capital Market Impact November 30, 2020 economic growthinvesting strategiesmarket commentary
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
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 managementhabits
Markets pause as geopolitical tensions rise Investors look for a rebound in equities following the second weekly decline of the year, as bulls and bears debate the path forward for markets. Capital Market Impact February 13, 2023 economic growthinflationinterest ratesmarket commentary
How financial professionals can make strong connections with Black consumers Financial professionals have a unique opportunity to support the financial goals of Black Americans. Client outcomes February 7, 2023 client relationshipspractice management
Good News is Bad News: Encouraging Macro Economic Data is a Risk for the Market Equity markets look to continue their strong start to the year that has seen the S&P 500® Index advance in four of the five weeks of 2023. Capital Market Impact February 6, 2023 economic growthinflationinterest ratesmarket commentary
Rally continues as investors hope for a soft landing Equity markets continued their impressive start to the year on growing hopes for a soft landing, gaining in four of the five weeks. Capital Market Impact January 30, 2023 economic growthinflationinterest ratesmarket commentary
