What happens if a client passes away without a legacy plan? One way to help clients understand the value of proper estate planning is to consider what can happen without a plan. Client outcomes October 12, 2021 client relationshipsestate planninglegacy planning
The latest market concerns for investors Equity markets recovered last week, as a temporary debt ceiling deal removed the disaster scenario of a U.S. default out of investors’ minds. Capital Market Impact October 11, 2021 economic growthinflationinterest ratesmarket commentary
Predicting rates remains difficult Mixed signals from the bond and equity markets make the quest for yield more challenging. Capital Market Impact September 8, 2021 investing strategies
5 more months of relief for student loan borrowers This is likely the last extension of the federal student loan forbearance program. Capital Market Impact August 10, 2021 investing strategiesstudent loans
What to consider when discussing Medicare enrollment with clients Those who work past 65 may consider delaying enrollment in Medicare and should be asking certain key questions. Client outcomes June 16, 2021 health careincome planningMedicareretirement planning
Economic Empowerment Day charts a path to Black wealth creation The economic power of Black Americans is rising, but there’s work to be done to close the gaps in income and wealth. Client outcomes June 11, 2021 client relationshipsretirement planning
Emergency savings access could help workers feel more financially secure New legislation would provide options for workers to access emergency savings. Client outcomes June 1, 2021 habitspractice managementretirement planning
Concerns rise over tax increase proposals Could higher taxes on capital gains impact markets? Capital Market Impact May 12, 2021 market commentarytaxes
Retiring workers push pension allocation changes A shift to fixed income could impact total return assumptions. Capital Market Impact May 5, 2021 market commentaryPensionsretirement planning
While Competitors Exit Key Lines of Business, Nationwide Sees Bright Future Despite a variety of challenges, the solid performance of our business in 2020 reinforced the power of our mutual advantage. Business Growth March 15, 2021 income planninginvesting strategiespractice managementretirement planning
