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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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  Podcast: What is a soft landing and are we heading for one?

  What is a soft landing, how does it differ from a recession, and how likely could it happen?

  Economic Commentary October 20, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  Will geopolitical risk stall a fourth-quarter rally?

  Equity markets managed to finish the first week of the fourth quarter in positive territory

  Capital Market Impact October 9, 2023
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  Inflation trends should keep Fed hawkish: Weekly Economic Review & Outlook

  Weekly perspectives on the economy and financial markets and our outlook of the week ahead.

  Economic Commentary October 3, 2023

  • consumer spending
  • economic growth
  • employment
  • inflation
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  Markets stabilize as seasonal headwinds shift to tailwinds

  Equity markets have stabilized following a difficult two-month stretch that saw the S&P 500® Index fall by nearly 7%

  Capital Market Impact October 2, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary