What to expect when the Fed pauses or cuts rates Market reactions to shifts in monetary policy depend primarily on the reason behind the decision. Capital Market Impact December 6, 2023 interest ratesinvesting strategiesmarket commentary
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
Financial information online: The good, the bad, and the just wrong Financial professionals offer calm and clarity as clients seek financial guidance online. Client outcomes December 1, 2023 client relationshipsincome planningretirement planning
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
Market Stabilization Through Year’s End: A Goldilocks Approach The S&P 500® Index looks to extend the winning streak to five weeks. Capital Market Impact November 27, 2023 economic growthinflationinterest ratesmarket commentary
Student debt and retirement: 6 tips to help guide clients toward financial stability Concerns about student loan debt could be an issue that your older clients will need addressed when discussing retirement planning. In this blog we’ll share 6 tips on how to approach financial planning with clients who have student loan debt. Client outcomes November 17, 2023 habitsretirement planning
Contrarian buy signals echo last year’s bear-market low Are stocks poised for a year-end rally? The recent market pullback bears similarities to the 2022 bear market drawdown. Capital Market Impact November 15, 2023 investing strategiesmarket commentarystock market
Fed still engaged in inflation fight: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary November 14, 2023 consumer spendingeconomic growthemploymentinflation
Consumer slowdown comes into better focus We expect weaker, albeit positive, growth in the fourth quarter, but the odds of a recession in 2024 remain elevated. Economic Commentary November 14, 2023 consumer spendingeconomic growthemploymentinflation
Cycle Watch | November 2023: Headwinds threaten to slow growth Rising headwinds may weaken spending, putting the U.S. consumer’s strength to the test. Capital Market Impact November 10, 2023 consumer spendinginflationinterest ratesinvesting strategies