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
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
Shutdown delayed, but investors remain uneasy While legislators deferred the latest shutdown drama for a few months, investors face uncertainty. Capital Market Impact November 21, 2023 investing strategiesmarket 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
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
Prepare clients now for an emotional election year As emotions rise around the election season, help clients stay focused on the fundamental drivers of market performance. Capital Market Impact October 13, 2023 investing strategiesmarket commentarystock market
Richcession? Rolling recession? What to expect for the economy going forward Recession worries can affect investor sentiment. Here’s how to clarify what to expect from the economy in the future. Capital Market Impact September 13, 2023 consumer spendingeconomic commentaryeconomic growthinflation
Focus on the long term to counter the bull-bear split The stock market’s narrow trading range suggests a split between bulls and bears and between the market and economy. Capital Market Impact May 18, 2023 interest ratesinvesting strategiesmarket commentary
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
Unconscious bias: Acknowledging, owning, and overcoming our biases Learning about our biases is the first step toward overcoming them. Practice Management February 17, 2023 client relationshipspractice management