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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

  • Markets and Economy
    • Markets and Economy
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    • 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
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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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  • A man works on a laptop at a desk.

    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 strategies
    • market commentary
    • stock market
    • volatility market
  • Shifts in stock market leadership can be extreme

    Small caps have led the market recently, taking over from large caps. What will it take for the rally to continue?

    Capital Market Impact July 24, 2024
    • investing strategies
    • market commentary
    • small cap stocks
    • stock market
  • a man and a woman smile at each other next to laptop

    Equity Markets continue upward with S&P 500® Index reaching record highs

    Equities surge despite shortened holiday week

    Capital Market Impact June 24, 2024
    • economic growth
    • inflation
    • investing strategies
    • market commentary
  • two women sit next to each other and discuss document

    Equity Markets Soar: A Year of Record Highs and Inflation Optimism

    Navigating the ‘Goldilocks’ Scenario and FOMC Decisions

    Capital Market Impact June 17, 2024
    • market commentary
  • Woman standing over a desk looking at a laptop

    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 relationships
    • income planning
    • investing strategies
    • retirement planning
  • 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 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
  • 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
  • two women looking at a tablet

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

    Explore effective strategies for drawing in and keeping high-net-worth clients, focusing on tailored services, trust, and advanced financial insights.

    Business Growth April 22, 2024
    • client relationships
    • income planning
    • investing strategies
    • practice management

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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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