How healthy are U.S. consumers right now? A holistic look at the latest consumer data can help us assess what’s ahead for the markets and economy. Capital Market Impact August 23, 2023 consumer spendinginflationinterest rates
Is now the time for small-caps? Small Caps: Key Insights and Takeaways Capital Market Impact August 3, 2023 inflationinvesting strategiesmarket commentary
How clients saving for retirement can benefit from higher interest rates Help your clients take advantage of the higher interest rates Beyond Investing June 9, 2023 interest ratesretirement planningtaxes
A higher cost of capital could disrupt stocks Investors should focus on quality companies as interest rates rise and increase debt servicing costs. Capital Market Impact June 7, 2023 interest ratesinvesting strategiesmarket commentary
Understanding business owners’ financial priorities amid economic uncertainty As a trusted resource, you can bring specific knowledge, tailored resources, and added value to your clients. Client outcomes June 5, 2023
Fed rate hikes: Cause for pause? Fed watchers see potential for a pause in rate increases, but recent reports show the economy still runs hot. Capital Market Impact May 31, 2023 interest ratesinvesting strategiesmarket commentary
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
Could the recent rate hike be the final increase of the year? The Federal Reserve raised interest rates at a tenth straight meeting in May in its ongoing push to return inflation to its 2% target. Capital Market Impact May 5, 2023 Economyinflationinterest rates
What comes after the Fed pauses rate hikes? Economists, investors and individuals have different expectations for the Fed’s next steps. Capital Market Impact May 4, 2023 economic growthinflationinterest ratesinvesting strategies
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