How healthy are U.S. consumers right now? A holistic look at the latest consumer data can help us assess what’s ahead for the markets and economy. Capital Market Impact August 23, 2023 consumer spendinginflationinterest rates
Steady Market Resilience: Boring is Beautiful Equity markets continued their period of consolidation, extending the losing streak to three weeks Capital Market Impact August 22, 2023 economic growthinflationinterest ratesmarket commentary
Is now a good time to move into money market funds? Higher yields may make money market funds more attractive than stocks right now, but risks must be considered. Capital Market Impact August 16, 2023 interest ratesinvesting strategiesmarket commentary
Consumer Tailwinds Could Blow Us Out of the Summer Doldrums The markets have entered a period of consolidation following a strong run for five-straight months Capital Market Impact August 14, 2023 economic growthinflationinterest ratesmarket commentary
Markets pause despite increased calls for a soft landing Equity markets look to rebound following the first decline in four weeks and just the third negative week in the previous 12 Capital Market Impact August 8, 2023 economic growthinflationinterest ratesmarket commentary
“Goldilocks” data has given the bulls confidence Equity markets rallied following a brief period of consolidation, with the S&P 500® Index touching the highest level since last April Capital Market Impact July 17, 2023 economic growthinflationinterest ratesmarket commentary
When a client has a large expense, consider securities-backed lending When a client faces a large expense — whether a sudden need or a long-planned purchase — there are several funding options that they’re likely to consider. Clients might not be aware, however, of securities-backed lending (SBL). Client outcomes June 27, 2023 consumer spendinghabitsinvesting strategies
Economic uncertainty has those closest to retirement delaying their plans After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans. Client outcomes June 20, 2023 client relationshipsinflationretirement planning
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 managementhabits
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 strategiesmarket commentarystock marketvolatility market
