Dow hits record high amid encouraging inflation data and dovish FOMC shift Equity markets continue to rise, with the Dow hitting a new record high. Investors buoyed by encouraging inflation data and dovish FOMC shift. Capital Market Impact December 18, 2023 equity marketsinvestor sentimentmarket commentary
Decoding the growth-vs-value performance split Growth stocks have outperformed in 2023 thanks to large-cap tech stocks gains, but the trend isn’t the same for small-cap stocks. Capital Market Impact December 13, 2023 investing strategiesmarket commentarystock market
Fed Officials Turn Hawkish as the S&P 500 Reaches New Heights in November The equity markets soared to a year-high as inflation data eased fears of a hard landing, while the Fed remained hawkish despite market expectations of rate cuts. Capital Market Impact December 4, 2023 market commentary
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 growthinflationinterest ratesmarket commentary
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 habitsretirement planning
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 growthinterest ratesinvesting strategiesmarket commentary
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 growthinflationinterest ratesmarket commentary
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 marketinflationinvesting strategiesmarket commentary
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 growthinflationinterest ratesmarket commentary
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 relationshipsmarket commentaryotherretirement planning