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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

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

    Helping farmers without heirs transition to retirement

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  • couple sits at table while being shown document

    S&P 500 Index Surges to New Highs, Reflecting Positive Track Record in Re-election Years

    Navigating Mixed Signals and Seasonality

    Capital Market Impact June 11, 2024
    • market commentary
  • Man sitting at a desk on his laptop.

    Mind the gap between consumer sentiment and the overall economy

    Consumers are in a dour mood, even as spending reports remain strong. What's behind this divide?

    Capital Market Impact June 5, 2024
  • two men and a woman sitting around a table

    Why do markets rise on bad news and fall on good news?

    Investors have responded to recent reports of slower job growth and moderating business activity by embracing risk, resulting in higher stock markets.

    Capital Market Impact May 22, 2024
    • investing strategies
    • market commentary
    • stock market
  • 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
  • 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 people look at a tablet.

    What will it take for the recent stock rotation to endure?

    A shift in stock market leadership may reveal a more resilient bull market that is less dependent on the Magnificent 7.

    Capital Market Impact July 31, 2024
    • investing strategies
    • market commentary
    • small cap stocks
    • 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
  • Two women sitting at a table

    How you save today can impact what you have for retirement

    As investors confront economic challenges, help them focus on their long-term goals and continue to save for the future.

    Capital Market Impact May 15, 2024
    • inflation
    • interest rates
    • investing strategies
    • retirement planning
  • Two businesswoman having meeting in the office

    Markets stand firm amid inflation challenges and earnings surprises

    Navigating challenges with steadfast resolve

    Capital Market Impact May 13, 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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