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    6 tips to enhance client communication for financial professionals

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

    Creating habits to achieve your goals

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    Q2 earnings: Continued strength supports the stock market bulls

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    Will investors benefit if stocks and bonds go separate ways?

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    Understanding credit spreads—the canary in the financial coal mine

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
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    Maximize retirement savings by utilizing Net Unrealized Appreciation (NUA)

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    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

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  • Two men sit at table and discuss documents

    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 growth
    • housing market
    • interest rates
    • investing strategies
  • couple sits at table while being shown document

    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
  • woman sits at desk and scrolls computer

    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 market
    • inflation
    • market commentary
    • retirement planning
  • Man sitting at a desk on his laptop.

    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 couple sitting on a couch reviewing their finances

    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 planning
    • investing strategies
    • retirement income
    • retirement planning
  • Two women sitting at a table

    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
    • inflation
    • interest rates
    • investing strategies
    • retirement planning
  • John Carter featured in a conference snapshot.

    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 relationships
    • Milken Conference
    • practice management
    • retirement income
  • Two sons show mother information on a computer

    Showdown this earnings season for the Magnificent 7

    The biggest challenge to the dominance of the Magnificent 7 may come as investors turn their focus to earnings.

    Capital Market Impact April 24, 2024
    • earnings
    • investing strategies
    • market commentary
    • retirement planning
  • A man showing a woman something on his tablet

    6 tips to enhance client communication for financial professionals

    Robust client communication skills can set you apart from your counterparts, leading to improved client satisfaction, retention, and referrals for your practice.

    Business Growth April 23, 2024
    • client relationships
    • practice management
    • retirement planning
    • technology
  • A man reads at a desk in an office.

    Jobs Up, S&P 500® Index Down

    Market cools as S&P 500 slips; robust employment meets inflation anticipation.

    Capital Market Impact April 8, 2024
    • market commentary

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Navigation

  • 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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