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    Break-even math: How much gain is needed to recover from a loss fully?

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    Strong Q3 but higher interest rates may finally begin to bite

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    Higher-for-longer rates: Weekly Economic Review & Outlook

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    How to use in-plan protected income solutions to improve retirement confidence

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    How to help clients maximize Medicare and Social Security benefits

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    How to discuss 5 common myths about annuities with your clients

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  • magnifying glass graphic with a teal chart background

    Cooler trends, but only modestly so

    Encouraging trend in jobs report and headline inflation falls.

    Economic Commentary March 21, 2023
    • consumer spending
    • economic growth
    • employment
    • inflation
  • Not too hot, not too cold stock market graphic.

    Equity market resilient in the face of banking industry pressure

    Equity markets delivered an impressive gain in a disruptive week that was an eerie reminder of bank selloffs during the global financial crisis

    Capital Market Impact March 21, 2023
    • economic growth
    • inflation
    • interest rates
    • market commentary
  • Line graph representing an economic market crash

    Banking system fears causes sharp bond market reaction

    Equity markets look to stabilize following a difficult week that saw several bank closures, resulting in the largest weekly decline since September 2022.

    Capital Market Impact March 14, 2023
    • economic growth
    • inflation
    • interest rates
    • market commentary
  • A professional showing information on a laptop to another professional while having a discussion.

    Cycle Watch | March 2023 Economy too hot for the Fed

    Employers added a solid 311,000 jobs in February, keeping pressure on the Federal Reserve to fight inflation.

    Capital Market Impact March 14, 2023
    • economic growth
    • inflation
    • interest rates
    • investing strategies
  • An illustration of a government building with a chart background.

    Job gains still strong, but labor supply and wage trends should be encouraging for the Fed: Weekly Economic Review & Outlook

    Weekly perspectives on the economy and financial markets and our outlook of the week ahead.

    Economic Commentary March 13, 2023
    • consumer spending
    • economic growth
    • employment
    • inflation
  • A professional taking notes and working with a laptop

    Rising bond rates blunt stocks’ allure

    The rise in short-term Treasury rates means there’s now an alternative for income investors seeking yield.

    Capital Market Impact March 8, 2023
    • interest rates
    • investing strategies
    • market commentary
  • Two people checking calculations together at home

    Tips to Help Clients Build Financial Security

    Financial security can mean different things to different clients, and the current financial climate could be a good opportunity for starting a conversation.

    Client outcomes March 7, 2023
    • client relationships
    • investing strategies
  • An illustration of United States in green on a blue stock market chart.

    Markets calm ahead of a wave of market-moving news

    Equity markets delivered a solid gain last week, breaking a two-week losing streak in a period that has seen notably less volatility

    Capital Market Impact March 6, 2023
    • economic growth
    • inflation
    • interest rates
    • market commentary
  • illustration of arrow pointing up with purple background

    Flow of positive data continues: Weekly Economic Review & Outlook

    Weekly perspectives on the economy and financial markets and our outlook of the week ahead.

    Economic Commentary March 6, 2023
    • consumer spending
    • economic growth
    • employment
    • inflation
  • A team at work

    Personal, estate, and business tax planning strategies for 2023

    Tax season has begun, and it’s not too early to think about planning for the 2023 tax year. While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023.

    Client outcomes March 6, 2023
    • retirement income
    • taxes

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Navigation

  • Practice Management
    • Practice Management
    • Business Growth
    • Professional Development
    Team members at work.

    Tradition meets innovation: annuity products and technology

    Unconscious bias: Acknowledging, owning, and overcoming our biases

    FARE helps Black financial professionals thrive

  • Markets and Economy
    • Markets and Economy
    • Capital Market Impact
    • Economic Commentary
    • Daily Economic Commentary
    A client chatting with a professional.

    Break-even math: How much gain is needed to recover from a loss fully?

    A professional checking their mobile device.

    Strong Q3 but higher interest rates may finally begin to bite

    A professional working on a laptop.

    Higher-for-longer rates: Weekly Economic Review & Outlook

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
    Two women in a meeting.

    How to use in-plan protected income solutions to improve retirement confidence

    A happy couple having a meeting.

    How to help clients maximize Medicare and Social Security benefits

    A person gardening happily.

    How to discuss 5 common myths about annuities with your clients

  • 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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