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Market Insights

Reframe client conversations around FIAs

Consumers are sometimes concerned about the cost, complexity, and commitment associated with FIAs. Learn how to shift your clients’ perspectives.

5 min read

Market Insights

Should rising rates lower expectations?

Comparing the effect of rising and falling yields on portfolio performance.

5 min read

Market Insights

How the SECURE Act 2.0 can affect retirement

SECURE Act 2.0 is still a work in progress, but it may make it more attractive to include annuities as part of retirement planning.

5 min read

Market Insights

Breaking down the Inflation Reduction Act

The Inflation Reduction Act impacts healthcare, climate change, and tax policy. What does this mean for your clients?

5 min read

Market Insights

What is a recession? And is the U.S. in one?

High inflation and economic downturn have many people wondering if the U.S. is in a recession, but it’s a complicated answer. Read to find out more.

3 min read

Market Insights

Financial Advisor IQ — Older Investors with No Pension Worry About Inflation

Older adults are feeling the impact of inflation, but a new Global Atlantic survey finds many remain optimistic about the future.

5 min read

Market Insights

Rethinking the 4% rule for retirement spending

Inflation and market uncertainty are causing anxiety. In a new interview, the creator of the 4% rule says now might be the time to adjust retirement spending habits.

5 min read

Market Insights

WSJ: Everything Costs More, and That's Disrupting Retirement for Many

Older adults are being forced back into the job market as rising prices continue to impact retirement plans.

5 min read

Market Insights

Stemming the Tide of Misinformation

Help your clients improve their news judgment and learn to identify financial misinformation. Read more to find out how.

6 min read

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