As economic pressures mount, investors are re-evaluating their financial priorities Nearly six in ten investors plan to adjust their personal finances ahead of a potential recession. Economic Commentary May 16, 2023 client relationshipshabitsinflationmarket commentary
Could the recent rate hike be the final increase of the year? The Federal Reserve raised interest rates at a tenth straight meeting in May in its ongoing push to return inflation to its 2% target. Capital Market Impact May 5, 2023 Economyinflationinterest rates
What comes after the Fed pauses rate hikes? Economists, investors and individuals have different expectations for the Fed’s next steps. Capital Market Impact May 4, 2023 economic growthinflationinterest ratesinvesting strategies
Staying resilient when a financial crisis strikes Help clients find confidence by looking at stock performance during and after past periods of a financial crisis. Capital Market Impact April 19, 2023 investing strategiesmarket commentary
As investors increasingly fear a recession, financial professionals can help them prepare Four in ten investors believe the U.S. is already in a financial crisis, and another three in ten believe we are approaching one. Client outcomes April 19, 2023 client relationshipsinflationinvesting strategiesretirement planning
How to raise a young investor Learn how you can help your clients teach their child how to grow their money, build wealth, and set and achieve financial goals as they grow. Client outcomes April 7, 2023 client relationshipshabitsinvesting strategies
Tips to Help Clients Build Financial Security Financial security can mean different things to different clients, and the current financial climate could be a good opportunity for starting a conversation. Client outcomes March 7, 2023 client relationshipsinvesting strategies
Personal, estate, and business tax planning strategies for 2023 Tax season has begun, and it’s not too early to think about planning for the 2023 tax year. While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023. Client outcomes March 6, 2023 retirement incometaxes
Women investors’ economic concerns: How financial professionals can help Nationwide’s eighth annual Advisor Authority survey, powered by the Nationwide Retirement Institute, provided plenty of insight into the current concerns of women investors. Client outcomes March 6, 2023 client relationshipsretirement planningwomen in retirement
Help clients prepare for a pending recession Keep clients on track toward their financial goals, especially in times of recession or market upheaval. Capital Market Impact March 1, 2023 investing strategiesmarket commentaryrecession