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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

  • Markets and Economy
    • Markets and Economy
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    Two men and a woman talk at table with a tablet

    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

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

    Helping farmers without heirs transition to retirement

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  • two men sitting a table having coffee

    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
  • Two women discuss the stock market.

    Markets stand firm amid inflation challenges and earnings surprises

    Navigating challenges with steadfast resolve

    Capital Market Impact May 6, 2024
    • market commentary
  • A man and a woman review retirement documents at a table.

    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 relationships
    • practice management
    • retirement planning
  • A senior woman writes in an office.

    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 income
    • retirement planning
  • Two men speaking at a table in a café.

    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 growth
    • economic trends
    • inflation
    • interest rates
  • A smiling man shows an elderly couple something on a tablet.

    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 growth
    • Federal Reserve
    • interest rates
    • investing strategies
  • A woman with a tablet smiles from her desk.

    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
    • earnings
    • investing strategies
    • market commentary
    • stock market
  • Couple enjoying time with a baby

    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 savings
    • habits
    • investing strategies
    • taxes
  • Person fills their car with gas.

    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-19
    • economic growth
    • habits
    • pandemic
  • Man and woman sitting on a couch looking at a computer

    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 relationships
    • inflation
    • 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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