Reading financial conditions and what they say about the economy Insights on financial conditions can help investors understand the impact of Fed policy on the economy. Capital Market Impact November 8, 2023 economic growthinterest ratesinvesting strategiesmarket commentary
Markets rebound following a difficult three-month stretch Equity markets staged an impressive rally following a difficult three-month period, with the S&P 500® Index delivering the best week in nearly a year Capital Market Impact November 6, 2023 economic growthinflationinterest ratesmarket commentary
Hopeful homebuyers feel the affordability squeeze The housing market adjusts to rising mortgage rates, high prices, and low inventory. Capital Market Impact November 2, 2023 housing marketinflationinvesting strategiesmarket commentary
Markets weak as investors are unimpressed by earnings beats S&P 500 seems set for the third straight negative month following five positive months Capital Market Impact October 30, 2023 economic growthinflationinterest ratesmarket commentary
Help clients keep financially focused during an election year Objective guidance and sound financial advice can help clients maintain a big-picture perspective for their financial plan. Client outcomes October 30, 2023 client relationshipsmarket commentaryotherretirement planning
The bull market at one year old: learning to crawl The stock market’s rise since the last bear market low has been the slowest in nearly 75 years. Capital Market Impact October 27, 2023 investing strategiesmarket commentarystock market
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
Help clients plan for health care costs in retirement With all the focus on building wealth and planning income for retirement, health care planning can get lost in the shuffle. Client outcomes October 23, 2023 client relationshipsmarket commentaryotherretirement planning
Podcast: What is a soft landing and are we heading for one? What is a soft landing, how does it differ from a recession, and how likely could it happen? Economic Commentary October 20, 2023 economic growthinflationinterest ratesmarket commentary
How to help investors when geopolitical risks arise Whenever tension on the global stage rises, so does the potential for stock market volatility. Capital Market Impact October 17, 2023 investing strategiesmarket commentarystock market