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 earningsinvesting strategiesmarket commentaryretirement planning
Sibling rivalry between S&P 500® indexes highlights key differences in performance Equal weighting all stocks in the S&P 500® Index doesn't necessarily eliminate sector biases. Capital Market Impact March 21, 2024 investing strategiesmarket commentaryrisk managementstock market
Earnings and Inflation Data Lift S&P 500® Index to New Highs Markets Soar to New Highs on Strong Earnings and Low Inflation Capital Market Impact February 13, 2024 market commentary
Unconscious bias: Acknowledging, owning, and overcoming our biases Learning about our biases is the first step toward overcoming them. Practice Management February 17, 2023 client relationshipspractice management
Maximize retirement savings by utilizing Net Unrealized Appreciation (NUA) Read these key considerations for implementing NUA strategies in you clients’ retirement plans Client outcomes August 23, 2024
Cycle Watch | Cooler economic growth ahead The economy begins the final descent toward a soft landing, but will the slowdown go too far? Capital Market Impact August 7, 2024 economic growtheconomic trendsinflationinterest rates
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
How long can consumers continue to support economic growth? Recent economic reports may lead investors to question the prevailing narrative of the resilient U.S. consumer. Capital Market Impact June 12, 2024 consumer spendingeconomic growthinterest ratesinvesting strategies
5 common myths about securities-backed lending Your clients could still be in the dark about how securities-backed lending works. These top 5 myths can help you address common misconceptions. Client outcomes May 30, 2024 client relationshipsincome planninginvesting strategiesretirement planning
Ride the ‘Everything Rally’ with smart risk management As global stocks and other risk assets reach new highs, investors should plan for a possible temporary pullback. Capital Market Impact March 13, 2024 investing strategiesmarket commentaryrisk managementstock market
