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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

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    Helping farmers without heirs transition to retirement

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  • A man reads at a desk in an office.

    Jobs Up, S&P 500® Index Down

    Market cools as S&P 500 slips; robust employment meets inflation anticipation.

    Capital Market Impact April 8, 2024
    • market commentary
  • A senior woman writes in an office.

    Money management and savings tips for freelancers

    Help your clients manage finances with irregular income as a freelancer. Discover essential money management tips for your clients' stability in the freelance world.

    Client outcomes April 5, 2024
    • retirement income
    • retirement planning
  • A man shows a couple something on a laptop in a coffee shop.

    Markets Dip, Inflation Rises: The Uneven Path

    Markets Dip, Inflation Rises: The Uneven Path

    Capital Market Impact March 19, 2024
    • market commentary
  • A man points to a computer while speaking to a woman in an office.

    Navigating Finances After Loss: A Comprehensive Guide for Widows

    Help your widowed clients financially navigate the loss of their spouse.

    Client outcomes March 15, 2024
    • retirement planning
    • women in retirement
  • A woman reads while drinking coffee on a couch.

    Single women investors seek to control their retirement preparedness

    As more women reach retirement age, the focus of financial planning turns to retirement preparedness in an uncertain economic climate.

    Client outcomes March 12, 2024
    • client relationships
    • retirement planning
    • women in retirement
  • A woman smiles while looking at a computer.

    Market Bulls Charge Ahead as S&P 500® Index soars

    Senate Keeps the Lights on Amid Market Rally

    Capital Market Impact March 5, 2024
    • market commentary
  • A man reviews the market movement.

    Markets Shrug Off Inflation Spike

    Despite higher inflation and a hawkish Fed, equity markets remain stable.

    Capital Market Impact February 20, 2024
    • market commentary
  • Pension-like income is key to building retirement confidence

    Both workers and employers can benefit by adding protected retirement income solutions to workplace retirement plans.

    Client outcomes February 19, 2024
    • income planning
    • retirement income
    • retirement planning
  • An elderly couple embraces as they look out of a window.

    One thing to tell your clients about long-term care coverage

    Need to help a client make a decision about LTC insurance? Start with this one key concept.

    Client outcomes February 13, 2024
    • Long-term care
  • A couple speaks to a financial professional in a coffee shop.

    Earnings and Inflation Data Lift S&P 500® Index to New Highs

    Markets Soar to New Highs on Strong Earnings and Low Inflation

    Capital Market Impact February 13, 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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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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