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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

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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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  • 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
  • Man reviewing charts on computer

    Markets React: Equities Slide, CPI Surprises, Data Slows

    Equities Stumble, CPI Surprises, and Data Slows

    Capital Market Impact April 15, 2024
    • market commentary
  • A woman smiles while looking at a computer.

    Market Bulls Charge Ahead as S&P 500® Index soars

    Senate Keeps the Lights on Amid Market Rally

    Capital Market Impact March 5, 2024
    • market commentary
  • Two men and a woman talk at table with a tablet

    Q2 earnings: Continued strength supports the stock market bulls

    A solid showing for corporate earnings last quarter shows that the fundamental backdrop remains supportive for stocks.

    Capital Market Impact August 28, 2024
    • earnings
    • investing strategies
    • market commentary
    • stock market
  • Two men shaking hands.

    Why professional guidance is so important when clients buy annuities

    The majority of annuity owners (68%) bought their annuity through a financial professional

    Client outcomes August 14, 2024
    • annuities
    • client relationships
    • income planning
    • retirement planning
  • A man sits at a desk talking to someone across from him.

    Cycle Watch | Cooler economic growth ahead

    The economy begins the final descent toward a soft landing, but will the slowdown go too far?

    Capital Market Impact August 7, 2024
    • economic growth
    • economic trends
    • inflation
    • interest rates
  • 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
  • A man showing a young couple something on his tablet

    Markets stand firm amid inflation challenges and earnings surprises

    Navigating challenges with steadfast resolve

    Capital Market Impact April 29, 2024
    • market commentary
  • A man reads an economic report.

    Market volatility surges amid interest rate uncertainty

    Stocks decline as interest rate uncertainty weighs. Investors grapple with shifting market dynamics amid geopolitical tensions and inflation concerns.

    Capital Market Impact April 22, 2024
    • market commentary
  • A professional presenting their findings to two clients.

    How “sticky” inflation can affect retirement portfolio outcomes

    How “sticky” inflation can affect retirement portfolio outcomes

    Capital Market Impact April 17, 2024
    • inflation
    • investing strategies
    • retirement income
    • 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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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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