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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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    Why professional guidance is so important when clients buy annuities

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    Discussing LTC coverage within the unknowns of state mandated LTC programs

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  • 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
  • A man works on a laptop at a desk.

    Volatility rises in the undertow of stock market rotation

    Recent stock market fluctuations remind investors about the fleeting and unpredictable nature of the market.

    Capital Market Impact August 7, 2024
    • investing strategies
    • market commentary
    • stock market
    • volatility market
  • 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 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
  • Man writing in a notebook at a desk.

    Can broader earnings growth keep the stock rally going?

    The start of the Q2 earnings season will focus on continued earnings growth from a broader range of companies.

    Capital Market Impact July 10, 2024
    • earnings
    • investing strategies
    • market commentary
    • stock market
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  • Practice Management
    • Practice Management
    • Business Growth
    • Professional Development

    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)

    Two men shaking hands.

    Why professional guidance is so important when clients buy annuities

    Two people looking at some papers together.

    Discussing LTC coverage within the unknowns of state mandated LTC programs

  • About the blog
    • Our Contributors
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This material is not a recommendation to buy, sell, hold, or rollover any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should work with their financial professional to discuss their specific situation.

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