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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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  • 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 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 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
  • Man reviewing charts on computer

    Markets React: Equities Slide, CPI Surprises, Data Slows

    Equities Stumble, CPI Surprises, and Data Slows

    Capital Market Impact April 15, 2024
    • market commentary
  • 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 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
  • 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 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

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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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