The Advisor Advocate®
Trending articles
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.
Sector rotation and broader market participation have offset recent weakness in AI-related stocks, helping support overall market gains.
Credit spreads have widened, particularly among lower-rated bonds, but the stress remains concentrated rather than systemic.
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.