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    6 tips to enhance client communication for financial professionals

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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

  • 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 sits at a desk with a notepad and a tablet.

    Will investors benefit if stocks and bonds go separate ways?

    A return to the inverse relationship between stocks and bonds could be a welcome development for investors.

    Capital Market Impact August 21, 2024
    • bond market
    • interest rates
    • investing strategies
    • market commentary
  • Two men shaking hands.

    Why professional guidance is so important when clients buy annuities

    The majority of annuity owners (68%) bought their annuity through a financial professional

    Client outcomes August 14, 2024
    • annuities
    • client relationships
    • income planning
    • retirement planning
  • Two people looking at some papers together.

    Discussing LTC coverage within the unknowns of state mandated LTC programs

    Learn more about LTC Coverage within the Unknowns of State Mandated LTC Programs

    Client outcomes August 12, 2024
    • client relationships
    • health care
    • Long-term care
  • A man sits at a desk talking to someone across from him.

    Cycle Watch | Cooler economic growth ahead

    The economy begins the final descent toward a soft landing, but will the slowdown go too far?

    Capital Market Impact August 7, 2024
    • economic growth
    • economic trends
    • inflation
    • interest rates
  • A couple hugging each other.

    10 Social Security insights your clients should know

    Debunk common myths about Social Security to empower clients with accurate information for better retirement planning and financial decisions.

    Client outcomes July 31, 2024
    • client relationships
    • investing strategies
    • retirement planning
    • Social Security
  • 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
  • A man shows a couple something on a tablet.

    Should investors be concerned about unusually calm markets?

    Stocks soared relatively calmly through the first half of 2024. What will it take for the rally to continue?

    Capital Market Impact July 17, 2024
    • investing strategies
    • market commentary
    • market volatility
    • stock market
  • Man writing in a notebook at a desk.

    Can broader earnings growth keep the stock rally going?

    The start of the Q2 earnings season will focus on continued earnings growth from a broader range of companies.

    Capital Market Impact July 10, 2024
    • earnings
    • investing strategies
    • market commentary
    • stock market
  • Man sits with couple in front of a computer.

    Clients are worried about life after retirement: Here’s how you can help

    Help retirees flex their financial plans to deal with today’s challenges.

    Client outcomes July 3, 2024
    • client relationships
    • consumer spending
    • habits
    • income planning

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  • 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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