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  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
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  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
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  Markets stand firm amid inflation challenges and earnings surprises

  Navigating challenges with steadfast resolve

  Capital Market Impact May 13, 2024

  • market commentary
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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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  Markets stand firm amid inflation challenges and earnings surprises

  Navigating challenges with steadfast resolve

  Capital Market Impact May 6, 2024

  • market commentary
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  Markets stand firm amid inflation challenges and earnings surprises

  Navigating challenges with steadfast resolve

  Capital Market Impact April 29, 2024

  • market commentary
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  Markets React: Equities Slide, CPI Surprises, Data Slows

  Equities Stumble, CPI Surprises, and Data Slows

  Capital Market Impact April 15, 2024

  • market commentary
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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