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    Q2 earnings: Continued strength supports the stock market bulls

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    Understanding credit spreads—the canary in the financial coal mine

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    Maximize retirement savings by utilizing Net Unrealized Appreciation (NUA)

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    Helping farmers without heirs transition to retirement

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  • couple sits at table with a professional

    Market Milestones: S&P 500® Index Hits Record High Amid Rate-Cut Expectations

    Investor sentiment improves as inflation eases.

    Capital Market Impact May 20, 2024
    • market commentary
  • Two businesswoman having meeting in the office

    Markets stand firm amid inflation challenges and earnings surprises

    Navigating challenges with steadfast resolve

    Capital Market Impact May 13, 2024
    • market commentary
  • Two women discuss the stock market.

    Markets stand firm amid inflation challenges and earnings surprises

    Navigating challenges with steadfast resolve

    Capital Market Impact May 6, 2024
    • market commentary
  • Three professionals sitting a table looking at a laptop screen

    Recent losses remind investors of the market’s dual nature

    The latest spell of stock volatility disrupted the impressive bull market run.

    Capital Market Impact May 1, 2024
    • economic growth
    • investing strategies
    • market commentary
    • stock market
  • A man showing a young couple something on his tablet

    Markets stand firm amid inflation challenges and earnings surprises

    Navigating challenges with steadfast resolve

    Capital Market Impact April 29, 2024
    • market commentary
  • A man reads an economic report.

    Market volatility surges amid interest rate uncertainty

    Stocks decline as interest rate uncertainty weighs. Investors grapple with shifting market dynamics amid geopolitical tensions and inflation concerns.

    Capital Market Impact April 22, 2024
    • market commentary
  • Man reviewing charts on computer

    Markets React: Equities Slide, CPI Surprises, Data Slows

    Equities Stumble, CPI Surprises, and Data Slows

    Capital Market Impact April 15, 2024
    • market commentary
  • A woman smiles while looking at a computer.

    Equity markets surge in Q1

    Inflation moderates, earnings growth expected.

    Capital Market Impact April 2, 2024
    • market commentary
  • A man and a woman look at a tablet while sitting at a table.

    Even reliable market indicators have their limitations

    It’s been nearly two years since the yield curve inverted, and still no recession, testing this once-reliable indicator.

    Capital Market Impact March 28, 2024
    • investing strategies
    • market commentary
    • recession
    • stock market
  • A man shows a couple something on a laptop in a coffee shop.

    Markets Dip, Inflation Rises: The Uneven Path

    Markets Dip, Inflation Rises: The Uneven Path

    Capital Market Impact March 19, 2024
    • market commentary

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  • Practice Management
    • Practice Management
    • Business Growth
    • Professional Development
    A man showing a woman something on his tablet

    6 tips to enhance client communication for financial professionals

    two women looking at a tablet

    Strategies for attracting and retaining High-Net-Worth Individual (HNWI) clients

    Creating habits to achieve your goals

  • Markets and Economy
    • Markets and Economy
    • Capital Market Impact
    • Economic Commentary
    • Daily Economic Commentary
    Two men and a woman talk at table with a tablet

    Q2 earnings: Continued strength supports the stock market bulls

    A man sits at a desk with a notepad and a tablet.

    Will investors benefit if stocks and bonds go separate ways?

    A man sits at a table with a couple.

    Understanding credit spreads—the canary in the financial coal mine

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
    A man works at a computer.

    Maximize retirement savings by utilizing Net Unrealized Appreciation (NUA)

    A couple looks at a laptop.

    Help clients unlock cash with their non-retirement portfolio

    A man and woman look at a tablet in a field with cows.

    Helping farmers without heirs transition to retirement

  • About the blog
    • Our Contributors
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This material is not a recommendation to buy, sell, hold, or rollover any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should work with their financial professional to discuss their specific situation.

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