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  Student debt and retirement: 6 tips to help guide clients toward financial stability

  Concerns about student loan debt could be an issue that your older clients will need addressed when discussing retirement planning. In this blog we’ll share 6 tips on how to approach financial planning with clients who have student loan debt.

  Client outcomes November 17, 2023

  • habits
  • retirement planning
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  Reading financial conditions and what they say about the economy

  Insights on financial conditions can help investors understand the impact of Fed policy on the economy.

  Capital Market Impact November 8, 2023

  • economic growth
  • interest rates
  • investing strategies
  • 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 keep financially focused during an election year

  Objective guidance and sound financial advice can help clients maintain a big-picture perspective for their financial plan.

  Client outcomes October 30, 2023

  • client relationships
  • market commentary
  • other
  • retirement planning
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  The bull market at one year old: learning to crawl

  The stock market’s rise since the last bear market low has been the slowest in nearly 75 years.

  Capital Market Impact October 27, 2023

  • investing strategies
  • market commentary
  • stock market
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  Helping clients understand the financial benefits of marriage

  Marriage can offer significant financial benefits such as pooled resources for retirement, access to spousal Social Security benefits, insurance coverage and discounts, and potential tax advantages.

  Client outcomes October 26, 2023

  • client relationships
  • marriage
  • retirement income
  • retirement planning
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  How to help clients manage their debt

  As a financial professional, one of the most important things you can do for your clients is to help them manage their debt.

  Client outcomes March 13, 2023

  • Debt management
  • habits
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  Volatility rises in the undertow of stock market rotation

  Recent stock market fluctuations remind investors about the fleeting and unpredictable nature of the market.

  Capital Market Impact August 7, 2024

  • investing strategies
  • market commentary
  • stock market
  • volatility market