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 strategiesmarket commentarystock market
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 relationshipsmarriageretirement incomeretirement planning
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
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 growthinflationinterest ratesmarket commentary
Break-even math: How much gain is needed to recover from a loss fully? Investors may undervalue the impact of investment losses and don’t know that more significant gains are needed to recover fully. Capital Market Impact September 27, 2023 inflationinterest ratesinvesting strategies
Richcession? Rolling recession? What to expect for the economy going forward Recession worries can affect investor sentiment. Here’s how to clarify what to expect from the economy in the future. Capital Market Impact September 13, 2023 consumer spendingeconomic commentaryeconomic growthinflation
Investors should watch for margin pressures as labor negotiations heat up The unusual period of calm continues for the equity market, with the S&P 500® Index falling for the fourth time in six weeks Capital Market Impact September 11, 2023 economic growthinflationinterest ratesmarket commentary
Economy Symposium: What happens in Jackson Hole should stay in Jackson Hole The Fed's annual Jackson Hole event drew media attention but shouldn't contribute to investment decisions. Capital Market Impact August 30, 2023 interest ratesinvesting strategiesmarket commentary
Podcast: What are the implications from Powell’s speech in Jackson Hole? What did Powell’s say about inflation and interest rates in his keynote? How did the markets react to his comments? Economic Commentary August 28, 2023 economic growthinflationinterest ratesmarket commentary
How to discuss 5 common myths about annuities with your clients Annuity products are more client-friendly than in the past. In this blog, we’ll dispel some of the most common myths about annuities, and how you can talk to your clients about them. Client outcomes August 28, 2023 client relationshipsretirement incomeretirement planning
