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    Q2 earnings: Continued strength supports the stock market bulls

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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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  • 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
  • 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
  • Two women sitting at a table

    Cycle Watch | April 2024: Hot inflation should delay rate cuts

    Stubbornly high inflation will likely delay rate cuts this year.

    Capital Market Impact April 30, 2024
    • economic growth
    • economic trends
    • inflation
    • interest rates
  • 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 woman reads on a tablet while a man smiles on the chair next to her.

    Cycle Watch | February 2024: Economy is gaining speed in 2024

    Inflation has slowed significantly but remains above the Fed’s 2% target.

    Capital Market Impact February 29, 2024
    • economic trends
    • inflation
    • interest rates
    • investing strategies
  • 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 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
  • two women sit next to each other and discuss document

    Equity Markets Soar: A Year of Record Highs and Inflation Optimism

    Navigating the ‘Goldilocks’ Scenario and FOMC Decisions

    Capital Market Impact June 17, 2024
    • market commentary
  • 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
  • A woman smiles while looking at a computer.

    Equity markets surge in Q1

    Inflation moderates, earnings growth expected.

    Capital Market Impact April 2, 2024
    • market commentary

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  • 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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