Why professional guidance is so important when clients buy annuities The majority of annuity owners (68%) bought their annuity through a financial professional Client outcomes August 14, 2024 annuitiesclient relationshipsincome planningretirement planning
What will it take for the recent stock rotation to endure? A shift in stock market leadership may reveal a more resilient bull market that is less dependent on the Magnificent 7. Capital Market Impact July 31, 2024 investing strategiesmarket commentarysmall cap stocksstock market
Opportunities for small caps in a changing economic climate Small caps may offer your long-term investor clients some potential opportunities for growth. Beyond Investing June 25, 2024 investing strategiesmarket commentarystock market
Stocks stay quiet despite bearish signs Stocks have had plenty of reasons to be volatile, but daily performance has been subdued this year. Capital Market Impact June 19, 2024 economic growthhousing marketinterest ratesinvesting strategies
S&P 500 Index Surges to New Highs, Reflecting Positive Track Record in Re-election Years Navigating Mixed Signals and Seasonality Capital Market Impact June 11, 2024 market commentary
Investors’ economic worries call for sound guidance from financial professionals Our survey shows investor pessimism not backed by current economic data. Discover insights to aid your client discussions. Client outcomes June 7, 2024 housing marketinflationmarket commentaryretirement planning
Mind the gap between consumer sentiment and the overall economy Consumers are in a dour mood, even as spending reports remain strong. What's behind this divide? Capital Market Impact June 5, 2024
A case for variable annuities with guaranteed lifetime withdrawal benefits Learn how variable annuities with income protections could better serve your clients for retirement than an investments-only approach without protections. Client outcomes May 29, 2024 income planninginvesting strategiesretirement incomeretirement planning
How you save today can impact what you have for retirement As investors confront economic challenges, help them focus on their long-term goals and continue to save for the future. Capital Market Impact May 15, 2024 inflationinterest ratesinvesting strategiesretirement planning
Talking about the shift to lifetime financial security at the Milken Conference As an industry, we can enable the shift from building wealth for retirement to helping achieve lifetime financial security. Client outcomes May 13, 2024 client relationshipsMilken Conferencepractice managementretirement income
