Help clients prepare for a pending recession Keep clients on track toward their financial goals, especially in times of recession or market upheaval. Capital Market Impact March 1, 2023 investing strategiesmarket commentaryrecession
Markets pause as Fed expectations pivot Equity markets look to rebound following a three-week losing streak that has erased more than half the year-to-date gain Capital Market Impact February 27, 2023 economic growthinflationinterest ratesmarket commentary
Buying LTC Insurance can be similar to buying a car There are many factors you look at when buying a car that go beyond style, color and comfort. You are looking at price vs. value, mileage, extra options, holding value, and expected length of use. In addition, the purpose of the vehicle matters. Perhaps a reliable car is all you need, but if you need a workhorse of a vehicle, you might choose an SUV or truck. All of these same factors go into making a decision about which LTC policy may work best for you. Client outcomes February 23, 2023 income planningLong-term care
Indicators suggest economy is still running hot: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary February 20, 2023 consumer spendingeconomic growthemploymentinflation
Can the stock rally withstand rising rates? Stocks soared in January as long-term rates fell. A change in this trend could spell the end of this rally. Capital Market Impact February 15, 2023 investing strategiesmarket commentary
Markets pause as geopolitical tensions rise Investors look for a rebound in equities following the second weekly decline of the year, as bulls and bears debate the path forward for markets. Capital Market Impact February 13, 2023 economic growthinflationinterest ratesmarket commentary
Cycle Watch | February 2023: Economic activity weakens The Federal Reserve, with inflation cooling, announced a smaller rate hike for a second straight time. Capital Market Impact February 10, 2023 consumer spendingeconomic growthinflationinterest rates
How financial professionals can make strong connections with Black consumers Financial professionals have a unique opportunity to support the financial goals of Black Americans. Client outcomes February 7, 2023 client relationshipspractice management
Good News is Bad News: Encouraging Macro Economic Data is a Risk for the Market Equity markets look to continue their strong start to the year that has seen the S&P 500® Index advance in four of the five weeks of 2023. Capital Market Impact February 6, 2023 economic growthinflationinterest ratesmarket commentary
Rally continues as investors hope for a soft landing Equity markets continued their impressive start to the year on growing hopes for a soft landing, gaining in four of the five weeks. Capital Market Impact January 30, 2023 economic growthinflationinterest ratesmarket commentary