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    6 tips to enhance client communication for financial professionals

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    Creating habits to achieve your goals

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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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  • 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
  • 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
  • woman sits at desk and scrolls computer

    Investors’ economic worries call for sound guidance from financial professionals

    Our survey shows investor pessimism not backed by current economic data. Discover insights to aid your client discussions.

    Client outcomes June 7, 2024
    • housing market
    • inflation
    • market commentary
    • retirement planning
  • A couple speaking to a man presenting on a tablet in an office.

    Reading sentiment indicators in a partisan political climate

    Deeply held political beliefs can influence investor sentiment and potentially lead to emotional investment decisions.

    Capital Market Impact February 21, 2024
    • investing strategies
    • investor sentiment
    • market commentary
    • political climate
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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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