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  Talking about the shift to lifetime financial security at the Milken Conference

  As an industry, we can enable the shift from building wealth for retirement to helping achieve lifetime financial security.

  Client outcomes May 13, 2024

  • client relationships
  • Milken Conference
  • practice management
  • retirement income
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  The shifting retirement outlook requires new thinking for financial planning

  Many Americans are realizing their retirement may differ from past generations. Discover insights in our latest survey.

  Client outcomes May 13, 2024

  • client relationships
  • income planning
  • investing strategies
  • retirement planning
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  Fed pause on interest rates may reward patient investors

  Historical data shows a correlation between long waits for Fed rate cuts and better stock market returns.

  Capital Market Impact May 8, 2024
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  Recent losses remind investors of the market’s dual nature

  The latest spell of stock volatility disrupted the impressive bull market run.

  Capital Market Impact May 1, 2024

  • economic growth
  • investing strategies
  • market commentary
  • stock market
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  Market volatility surges amid interest rate uncertainty

  Stocks decline as interest rate uncertainty weighs. Investors grapple with shifting market dynamics amid geopolitical tensions and inflation concerns.

  Capital Market Impact April 22, 2024

  • market commentary
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  Saving for college in a volatile market

  Saving for college in a volatile market can be concerning for clients, but you can help them navigate the ups and downs of the market with a plan.

  Client outcomes March 24, 2023

  • college savings
  • habits
  • investing strategies
  • taxes
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  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
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  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 planning
  • Long-term care
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  Supporting clients through money anxiety

  As a financial professional, you can help your clients process their anxiety about finances with these tips from the American Psychiatric Association.

  Client outcomes January 19, 2023

  • client relationships
  • inflation
  • investing strategies
  • retirement planning