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    6 tips to enhance client communication for financial professionals

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    Strategies for attracting and retaining High-Net-Worth Individual (HNWI) clients

    Creating habits to achieve your goals

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    Two men and a woman talk at table with a tablet

    Q2 earnings: Continued strength supports the stock market bulls

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

    Helping farmers without heirs transition to retirement

    Get professional insights and practical steps to guide your farmer clients through succession planning without heirs.

    Client outcomes August 16, 2024
    • incoming planning
    • retirement planning
  • A couple sits talking to someone else.

    Help clients overcome Social Security doubts with knowledge and planning

    Help your clients understand their Social Security options and learn insights from our recent survey.

    Client outcomes July 29, 2024
    • client relationships
    • retirement planning
    • Social Security
  • 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 couple sitting at the kitchen table

    Financial planning for DINKs

    The dual income, no kids (DINK) lifestyle is becoming more common. Here’s what you can expect from this kind of client.

    Client outcomes June 28, 2024
    • investing strategies
    • retirement planning
  • customer getting coffee in a shop

    Financial Planning for Recovering Addicts: Reclaiming Stability

    Recovering addicts may face a unique set of challenges with finances. Here are tips to help your clients in recovery rebuild their financial stability

    Client outcomes June 27, 2024
    • client relationships
    • retirement planning
  • Woman in a yellow shirt sitting across from a woman in a white shirt

    What lies beneath the stock market’s record run?

    The stock market's run of all-time highs is good news for investors, but there's cause for concern below the surface.

    Capital Market Impact June 26, 2024
    • investing strategies
    • market commentary
    • stock market
  • man in apron serving cake to customer

    Help business owner clients find success ahead of retirement

    Discover how financial professionals can guide business owners through retirement planning, succession planning, and managing economic challenges with Nationwide's solutions.

    Client outcomes June 21, 2024
    • business owners
    • client relationships
    • retirement planning
  • Couple meets with professional and looks at laptop

    6 ways to have better LTC conversations with clients

    Help get clients over common hurdles towards a long-term care plan that’s right for them.

    Client outcomes June 20, 2024
    • consumer spending
    • income planning
    • Long-term care
    • retirement planning
  • 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

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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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