This blog delivers timely perspectives on the markets, the economy and financial planning topics that matter to financial professionals. It’s your go-to resource for insights, guidance, and strategies to help strengthen your practice and client conversations.
The Advisor Advocate®
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Health care costs & longevity
New survey insights show how rising health care costs affect retirement planning and how financial professionals can help clients prepare.
Markets & economy
How does the stock market perform during midterm elections? Historical data provides valuable context for advisor-client conversations.
Higher yields are drawing investor attention. Learn why today's bond market presents both opportunity and uncertainty.
Election-year volatility may tempt investors to act, but history highlights the value of maintaining a long-term perspective.
Explore charitable giving strategies that help high-net-worth clients balance philanthropy, family legacy goals and tax efficiency.
Gen Z is taking steps to improve its finances, but short-term priorities can overshadow long-term planning. Discover how guidance can help turn today’s actions into lasting growth.
How does the stock market perform during midterm elections? Historical data provides valuable context for advisor-client conversations.
New survey insights show how Americans are feeling about the mid-term elections. Help clients avoid emotional decisions and stay focused on their long-term financial plans.
Help retired clients use QCDs and other retirement assets for charitable giving while navigating 2026 tax changes, RMDs and legacy goals.
Markets continue to navigate economic headwinds, though seasonal trends point to a potentially stronger backdrop ahead.
What can past Fed tightening cycles tell us about stocks, volatility, and the market path as interest rates move higher?