Fed pause on interest rates may reward patient investors Historical data shows a correlation between long waits for Fed rate cuts and better stock market returns. Capital Market Impact May 8, 2024
Markets stand firm amid inflation challenges and earnings surprises Navigating challenges with steadfast resolve Capital Market Impact May 6, 2024 market commentary
Help clients realize their retirement dreams in a time of economic uncertainty Because of economic pressures and market volatility, many pre-retirees believe their retirement will be different from their parents and grandparents. Client outcomes April 15, 2024 client relationshipspractice managementretirement planning
Money management and savings tips for freelancers Help your clients manage finances with irregular income as a freelancer. Discover essential money management tips for your clients' stability in the freelance world. Client outcomes April 5, 2024 retirement incomeretirement planning
Cycle Watch | March 2024: Strong economic data delay rate cuts The Federal Reserve held rates steady at the conclusion of its March meeting, despite persistent inflation. Capital Market Impact April 3, 2024 economic growtheconomic trendsinflationinterest rates
Economic resilience presents a paradox for investors Early signs of a cyclical recovery could complicate investor expectations for Federal Reserve rate changes. Capital Market Impact March 6, 2024 economic growthFederal Reserveinterest ratesinvesting strategies
What earnings revisions can reveal about upcoming market trends Earnings revisions can illuminate subtle yet impactful trends that often aren’t seen in stock market headlines. Capital Market Impact February 28, 2024 earningsinvesting strategiesmarket commentarystock market
Saving for college in a volatile market Saving for college in a volatile market can be concerning for clients, but you can help them navigate the ups and downs of the market with a plan. Client outcomes March 24, 2023 college savingshabitsinvesting strategiestaxes
How Has the Pandemic Impacted Inflation Inflation fears have cropped up again as the costs of many goods and services have spiked this year. Economic Commentary January 24, 2023 COVID-19economic growthhabitspandemic
Supporting clients through money anxiety As a financial professional, you can help your clients process their anxiety about finances with these tips from the American Psychiatric Association. Client outcomes January 19, 2023 client relationshipsinflationinvesting strategiesretirement planning