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  Planning for lifetime income with annuities

  Depending on personal factors like age and risk tolerance, annuities may be a good solution for clients looking to retire with guaranteed income for the rest of their lives.

  Client outcomes November 29, 2023

  • retirement planning
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  Market Stabilization Through Year’s End: A Goldilocks Approach

  The S&P 500® Index looks to extend the winning streak to five weeks.

  Capital Market Impact November 27, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  Shutdown delayed, but investors remain uneasy

  While legislators deferred the latest shutdown drama for a few months, investors face uncertainty.

  Capital Market Impact November 21, 2023

  • investing strategies
  • market commentary
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  The Market’s Megaphone Message for the Fed

  Equity markets were mixed this week, with the S&P 500® Index managing a gain for the second week

  Capital Market Impact November 13, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  Markets rebound following a difficult three-month stretch

  Equity markets staged an impressive rally following a difficult three-month period, with the S&P 500® Index delivering the best week in nearly a year

  Capital Market Impact November 6, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  Hopeful homebuyers feel the affordability squeeze

  The housing market adjusts to rising mortgage rates, high prices, and low inventory.

  Capital Market Impact November 2, 2023

  • housing market
  • inflation
  • investing strategies
  • market commentary
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  Markets weak as investors are unimpressed by earnings beats

  S&P 500 seems set for the third straight negative month following five positive months

  Capital Market Impact October 30, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  Help clients plan for health care costs in retirement

  With all the focus on building wealth and planning income for retirement, health care planning can get lost in the shuffle.

  Client outcomes October 23, 2023

  • client relationships
  • market commentary
  • other
  • retirement planning
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  Why retirees still need to plan for healthcare costs

  Helping your clients plan ahead for healthcare costs remains a crucial part of the retirement planning process.

  Client outcomes October 17, 2023

  • health care costs
  • Long-term care
  • wealth transfer
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  What to Watch This Week: Geopolitical Tensions, a Strong Start to Earnings Season, and the Strength of the Global Consumer

  Markets continued to recover from the rough two-month stretch, with the S&P 500® Index delivering a modest gain for the second straight week

  Capital Market Impact October 16, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary