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®
Trending articles
Retirement savings & income
Social Security uncertainty creates a timely opening to educate clients on claiming age, retirement income planning, and broader financial needs. View insights from our survey.
Markets & economy
As sports betting gains popularity, investors may blur the line between gambling and investing. Here's why time and compounding matter.
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?
New survey insights show how rising health care costs affect retirement planning and how financial professionals can help clients prepare.
The bond market is changing. See why bonds may continue to provide value even as fixed income dynamics evolve.
Growing skepticism from investors, tech CEOs, and the public could become a new headwind for the AI trade.
Commodities can broaden portfolio exposure, providing access to key investment themes and diversification beyond stocks and bonds.
Why are long-term rates rising? A wave of private-sector bond issuance may push investors to seek higher yields.