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  Helping your clients navigate the midterm election

  The midterm election can be a stressful time for your clients because changes of power in Washington can affect their perception of the market.

  Beyond Investing October 27, 2022

  • client relationships
  • investing strategies
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  Investors face inflation, recession fears with confidence

  In the current market climate, the expertise and guidance of a financial professional becomes more important than ever.

  Client outcomes October 12, 2022

  • client relationships
  • inflation
  • recession
  • retirement planning
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  SECURE Act 2.0 updates aim to help families build and access savings

  Recent legislative activity aims to help workers build emergency savings and retirement security.

  Beyond Investing October 11, 2022

  • client relationships
  • retirement planning
  • secure act 2.0
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  Asset prices remain under pressure as Fed stays aggressive

  Check out this quarter's insights and commentary about both the economy and the financial markets.

  Economic Commentary October 5, 2022

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  Hispanic clients share concerns about financial security

  Nearly nine in 10 Hispanic adults said they are concerned about current levels of inflation in the country.

  Business Growth September 26, 2022

  • client relationships
  • diverse markets
  • NF Brand: Pulse
  • practice management
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  The best advice I’ve ever gotten: National 401(k) Day

  National 401(k) Day is celebrated to help Americans better understand their retirement plan by bringing awareness to the importance of saving for retirement. Amelia Dunlap, VP of Retirement Plans Marketing at Nationwide Financial, shares the best advice she’s received about retirement saving.

  Practice Management September 9, 2022

  • habits
  • retirement planning
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  Home is where the expenses live

  Rising mortgage rates and elevated home values are compounding the pain for potential home buyers.

  Capital Market Impact August 31, 2022

  • consumer spending
  • housing market
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  Inflation increases financial stress for many families

  Worries about inflation and a potential recession are top of mind for American families. Read more insights from our recent Family Finances flash poll.

  Client outcomes August 24, 2022

  • income planning
  • inflation
  • recession
  • retirement planning
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  Igniting legacy planning action

  Estate planning is an important process that many clients avoid discussing with their financial planners.

  Client outcomes August 16, 2022

  • client relationships
  • income planning
  • practice management
  • retirement income
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  Health care costs resume their rise after a COVID-related pause

  COVID-19 brought a reprieve on the amounts spent on health care. But it’s worth taking the time to examine what brought that slowdown and why it’s only temporary.

  Client outcomes August 8, 2022

  • habits
  • health care
  • inflation
  • Long-term care