S&P 500 Index Surges to New Highs, Reflecting Positive Track Record in Re-election Years Navigating Mixed Signals and Seasonality Capital Market Impact June 11, 2024 market commentary
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 marketinflationmarket commentaryretirement planning
Is it smart to buy stocks when they’re at record highs? Long-term investors may feel skeptical about pouring savings into a frothy market. Capital Market Impact May 29, 2024 investing strategiesmarket commentarystock market
Cycle Watch | May 2024 Continued growth projected over 2024 The economy is cooling, but growth is still expected throughout the year, despite uncertain external pressures. Capital Market Impact May 28, 2024 economic growtheconomic trendsinflationinterest rates
Why do markets rise on bad news and fall on good news? Investors have responded to recent reports of slower job growth and moderating business activity by embracing risk, resulting in higher stock markets. Capital Market Impact May 22, 2024 investing strategiesmarket commentarystock market
Market Milestones: S&P 500® Index Hits Record High Amid Rate-Cut Expectations Investor sentiment improves as inflation eases. Capital Market Impact May 20, 2024 market commentary
The $13.6M Tax Exemption: Use It Before Your Clients Lose It The biggest-ever federal tax exemption for estates and gifts sunsets at the end of 2025. Learn how to help your clients make the most of it now. Client outcomes May 16, 2024 investing strategiesretirement planningtaxes
How you save today can impact what you have for retirement As investors confront economic challenges, help them focus on their long-term goals and continue to save for the future. Capital Market Impact May 15, 2024 inflationinterest ratesinvesting strategiesretirement planning
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 relationshipsMilken Conferencepractice managementretirement income
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 relationshipsincome planninginvesting strategiesretirement planning
