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    Help business-owner clients improve employee benefits in an uncertain environment

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    Tradition meets innovation: annuity products and technology

    Unconscious bias: Acknowledging, owning, and overcoming our biases

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    Podcast: AI’s impact on productivity and the economy

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  • People waiting in line outside of a job center.

    Labor market finally cools off: Weekly Economic Review & Outlook

    Weekly perspectives on the economy and financial markets and our outlook of the week ahead.

    Economic Commentary July 10, 2023
    • consumer spending
    • economic growth
    • employment
    • inflation
  • A woman standing behind their work desk.

    When a client has a large expense, consider securities-backed lending

    When a client faces a large expense — whether a sudden need or a long-planned purchase — there are several funding options that they’re likely to consider. Clients might not be aware, however, of securities-backed lending (SBL).

    Client outcomes June 27, 2023
    • consumer spending
    • habits
    • investing strategies
  • A professional explaining a concept to two people.

    Stocks offer another lesson in long-term investing

    Investors who exited stocks during last year’s bear market may have missed some ongoing rallies.

    Capital Market Impact June 21, 2023
    • investing strategies
    • market commentary
    • stock market
  • A woman sitting on a bench outside.

    Economic uncertainty has those closest to retirement delaying their plans

    After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans.

    Client outcomes June 20, 2023
    • client relationships
    • inflation
    • retirement planning
  • A professional having a meeting with a couple of clients.

    Replay: Simplifying the big questions clients are asking now

    Our recent LinkedIn Live discussion covered what’s happening in the economy and potential market opportunities.

    Economic Commentary June 15, 2023
    • economic growth
    • inflation
    • interest rates
    • market commentary
  • Two ladies greet each other with a handshake in an office setting.

    Solid labor market cures many ails for the economy but can’t last forever

    Job gains were strong in April as demand for labor remains strong.

    Economic Commentary June 8, 2023
    • economic growth
    • inflation
    • interest rates
    • market commentary
  • Two men having a conversation.

    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
  • A man analyzing charts and graphs on the laptop and desktop.

    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 rates
    • investing strategies
    • market commentary
  • A barista taking a customer's order in a cafe.

    Spending still too hot and debt-limit negotiations continue: Weekly Economic Review & Outlook

    Weekly perspectives on the economy and financial markets and our outlook of the week ahead.

    Economic Commentary May 30, 2023
    • consumer spending
    • economic growth
    • employment
    • inflation
  • Person fills their car with gas.

    Elevated inflation, bank failures in tug-of-war over Fed policy

    Decelerating growth in response to sharp Fed tightening suggest that the economy is in a pre-recessionary period.

    Economic Commentary May 25, 2023
    • consumer spending
    • economic growth
    • employment
    • inflation

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Navigation

  • Practice Management
    • Practice Management
    • Business Growth
    • Professional Development
    A woman reviews employee benefit paperwork.

    Help business-owner clients improve employee benefits in an uncertain environment

    Team members at work.

    Tradition meets innovation: annuity products and technology

    Unconscious bias: Acknowledging, owning, and overcoming our biases

  • Markets and Economy
    • Markets and Economy
    • Capital Market Impact
    • Economic Commentary
    • Daily Economic Commentary
    Two people discusses the stock market.

    What to expect when the Fed pauses or cuts rates

    A man reads an economic report.

    Fed Officials Turn Hawkish as the S&P 500 Reaches New Heights in November

    A woman types on her computer.

    Podcast: AI’s impact on productivity and the economy

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
    A woman types on a computer.

    Financial information online: The good, the bad, and the just wrong

    A senior couple plans for lifetime income.

    Planning for lifetime income with annuities

    A senior couple reviews their tax return.

    The benefits of charitable contributions: a guide for financial professionals

  • About the blog
    • Our Contributors
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This material is not a recommendation to buy, sell, hold, or rollover any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should work with their financial professional to discuss their specific situation.

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