Break-even math: How much gain is needed to recover from a loss fully? Investors may undervalue the impact of investment losses and don’t know that more significant gains are needed to recover fully. Capital Market Impact September 27, 2023 inflationinterest ratesinvesting strategies
How to use in-plan protected income solutions to improve retirement confidence In-plan protected income solutions can go a long way toward building retirement confidence. Client outcomes September 27, 2023 in-plan guaranteeretirement planning
Strong Q3 but higher interest rates may finally begin to bite The FOMC decided to keep interest rates steady in September but is prepared to raise rates again later this year, if needed. Economic Commentary September 27, 2023 economic growthinflationinterest ratesmarket commentary
Higher-for-longer rates: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary September 25, 2023 consumer spendingeconomic growthemploymentinflation
Redefining market sentiment and strategy amid pivotal indicators and potential disruptions Markets weakened last week following an extended period of calm Capital Market Impact September 25, 2023 economic growthinflationinterest ratesmarket commentary
How factor investing can offer insights into market movements A look at macroeconomic and style factors can help investors understand what's driving stock market performance. Capital Market Impact September 21, 2023 investing strategiesmarket commentary
Cooler trends as summer turns to fall Slower job growth and falling savings indicate that consumers may cut back on spending soon after a blowout summer. Economic Commentary September 20, 2023 consumer spendingeconomic growthemploymentinflation
The Calm Before the October Storm Equity markets were little changed in a quiet week, continuing the sideways zig-zag pattern in which the S&P 500® Index has been since June Capital Market Impact September 18, 2023 economic growthinflationinterest ratesmarket commentary
Cycle Watch | September 2023: Soft landing looking more unlikely Although inflation has moderated, the Federal Reserve hasn’t ruled out further rate hikes. Capital Market Impact September 18, 2023 inflationinterest ratesinvesting strategiesmarket commentary
How to help clients maximize Medicare and Social Security benefits Where Medicare and Social Security meet; how to help clients maximize benefits and minimize costs Client outcomes September 14, 2023 health careretirement planningSocial Security