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    6 tips to enhance client communication for financial professionals

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    Strategies for attracting and retaining High-Net-Worth Individual (HNWI) clients

    Creating habits to achieve your goals

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    • Markets and Economy
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    Q2 earnings: Continued strength supports the stock market bulls

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    Will investors benefit if stocks and bonds go separate ways?

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    Understanding credit spreads—the canary in the financial coal mine

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
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    Maximize retirement savings by utilizing Net Unrealized Appreciation (NUA)

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    Help clients unlock cash with their non-retirement portfolio

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    Helping farmers without heirs transition to retirement

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  • 2024 Midyear Outlook: Solid growth prompts cautious optimism

    Stocks were strong but quiet in the first half of 2024 as economic activity remained more resilient than most believed.

    Capital Market Impact July 3, 2024
    • economic growth
    • interest rates
    • market commentary
    • stock market
  • a couple sitting at the kitchen table

    Financial planning for DINKs

    The dual income, no kids (DINK) lifestyle is becoming more common. Here’s what you can expect from this kind of client.

    Client outcomes June 28, 2024
    • investing strategies
    • retirement planning
  • Man in office on the phone with coworkers behind him

    Opportunities for small caps in a changing economic climate

    Small caps may offer your long-term investor clients some potential opportunities for growth.

    Beyond Investing June 25, 2024
    • investing strategies
    • market commentary
    • stock market
  • a man and a woman smile at each other next to laptop

    Equity Markets continue upward with S&P 500® Index reaching record highs

    Equities surge despite shortened holiday week

    Capital Market Impact June 24, 2024
    • economic growth
    • inflation
    • investing strategies
    • market commentary
  • man in apron serving cake to customer

    Help business owner clients find success ahead of retirement

    Discover how financial professionals can guide business owners through retirement planning, succession planning, and managing economic challenges with Nationwide's solutions.

    Client outcomes June 21, 2024
    • business owners
    • client relationships
    • retirement planning
  • Couple sits at table and talks with advisor

    How long can consumers continue to support economic growth?

    Recent economic reports may lead investors to question the prevailing narrative of the resilient U.S. consumer.

    Capital Market Impact June 12, 2024
    • consumer spending
    • economic growth
    • interest rates
    • investing strategies
  • woman sits at desk and scrolls computer

    Investors’ economic worries call for sound guidance from financial professionals

    Our survey shows investor pessimism not backed by current economic data. Discover insights to aid your client discussions.

    Client outcomes June 7, 2024
    • housing market
    • inflation
    • market commentary
    • retirement planning
  • Three professionals sitting a table looking at a laptop screen

    Cycle Watch | May 2024 Continued growth projected over 2024

    The economy is cooling, but growth is still expected throughout the year, despite uncertain external pressures.

    Capital Market Impact May 28, 2024
    • economic growth
    • economic trends
    • inflation
    • interest rates
  • couple sits at table with a professional

    Market Milestones: S&P 500® Index Hits Record High Amid Rate-Cut Expectations

    Investor sentiment improves as inflation eases.

    Capital Market Impact May 20, 2024
    • market commentary
  • Woman and man with dog in a grassy area

    The shifting retirement outlook requires new thinking for financial planning

    Many Americans are realizing their retirement may differ from past generations. Discover insights in our latest survey.

    Client outcomes May 13, 2024
    • client relationships
    • income planning
    • investing strategies
    • retirement planning

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Navigation

  • Practice Management
    • Practice Management
    • Business Growth
    • Professional Development
    A man showing a woman something on his tablet

    6 tips to enhance client communication for financial professionals

    two women looking at a tablet

    Strategies for attracting and retaining High-Net-Worth Individual (HNWI) clients

    Creating habits to achieve your goals

  • Markets and Economy
    • Markets and Economy
    • Capital Market Impact
    • Economic Commentary
    • Daily Economic Commentary
    Two men and a woman talk at table with a tablet

    Q2 earnings: Continued strength supports the stock market bulls

    A man sits at a desk with a notepad and a tablet.

    Will investors benefit if stocks and bonds go separate ways?

    A man sits at a table with a couple.

    Understanding credit spreads—the canary in the financial coal mine

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
    A man works at a computer.

    Maximize retirement savings by utilizing Net Unrealized Appreciation (NUA)

    A couple looks at a laptop.

    Help clients unlock cash with their non-retirement portfolio

    A man and woman look at a tablet in a field with cows.

    Helping farmers without heirs transition to retirement

  • About the blog
    • Our Contributors
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