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    6 tips to enhance client communication for financial professionals

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    Strategies for attracting and retaining High-Net-Worth Individual (HNWI) clients

    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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  • Man in office on the phone with coworkers behind him

    Opportunities for small caps in a changing economic climate

    Small caps may offer your long-term investor clients some potential opportunities for growth.

    Beyond Investing June 25, 2024
    • investing strategies
    • market commentary
    • stock market
  • man in apron serving cake to customer

    Help business owner clients find success ahead of retirement

    Discover how financial professionals can guide business owners through retirement planning, succession planning, and managing economic challenges with Nationwide's solutions.

    Client outcomes June 21, 2024
    • business owners
    • client relationships
    • retirement planning
  • Couple sits at table and talks with advisor

    How long can consumers continue to support economic growth?

    Recent economic reports may lead investors to question the prevailing narrative of the resilient U.S. consumer.

    Capital Market Impact June 12, 2024
    • consumer spending
    • economic growth
    • interest rates
    • investing strategies
  • woman sits at desk and scrolls computer

    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 market
    • inflation
    • market commentary
    • retirement planning
  • Man sitting at a desk on his laptop.

    Mind the gap between consumer sentiment and the overall economy

    Consumers are in a dour mood, even as spending reports remain strong. What's behind this divide?

    Capital Market Impact June 5, 2024
  • A professional speaking with clients at a table

    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 strategies
    • market commentary
    • stock market
  • two men and a woman sitting around a table

    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 strategies
    • market commentary
    • stock market
  • Two women sitting at a table

    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
    • inflation
    • interest rates
    • investing strategies
    • retirement planning
  • Two businesswoman having meeting in the office

    Markets stand firm amid inflation challenges and earnings surprises

    Navigating challenges with steadfast resolve

    Capital Market Impact May 13, 2024
    • market commentary
  • John Carter featured in a conference snapshot.

    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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Navigation

  • 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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This material is not a recommendation to buy, sell, hold, or rollover any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should work with their financial professional to discuss their specific situation.

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