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  Help clients realize their retirement dreams in a time of economic uncertainty

  Because of economic pressures and market volatility, many pre-retirees believe their retirement will be different from their parents and grandparents.

  Client outcomes April 15, 2024

  • client relationships
  • practice management
  • retirement planning
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  Jobs Up, S&P 500® Index Down

  Market cools as S&P 500 slips; robust employment meets inflation anticipation.

  Capital Market Impact April 8, 2024

  • market commentary
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  Cycle Watch | March 2024: Strong economic data delay rate cuts

  The Federal Reserve held rates steady at the conclusion of its March meeting, despite persistent inflation.

  Capital Market Impact April 3, 2024

  • economic growth
  • economic trends
  • inflation
  • interest rates
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  Equity markets surge in Q1

  Inflation moderates, earnings growth expected.

  Capital Market Impact April 2, 2024

  • market commentary
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  Fixed income opportunities in 2024

  Despite potential market volatility on the horizon, fixed income presents opportunities.

  Capital Market Impact March 21, 2024

  • investing strategies
  • market commentary
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  Economic resilience presents a paradox for investors

  Early signs of a cyclical recovery could complicate investor expectations for Federal Reserve rate changes.

  Capital Market Impact March 6, 2024

  • economic growth
  • Federal Reserve
  • interest rates
  • investing strategies
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  Market Bulls Charge Ahead as S&P 500® Index soars

  Senate Keeps the Lights on Amid Market Rally

  Capital Market Impact March 5, 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