Insights articles

How AI is reshaping U.S. equity markets
Beyond consensus: Economic conditions amid conflict
How to gauge clients’ retirement planning horizons
Looking beyond conflict: Viewing volatility as opportunity
Longevity: Don’t plan for an average retirement
4 lasting impacts of the Iran war
ABLE accounts: An underutilized tool that can have a big impact
Gold rush or fool’s gold? 3 views on surging prices
4 scenarios for the future of AI
AI whiplash: 3 ways to counter disruption
How to handle market declines
5 charts that put market volatility in perspective
How the Iran war changes the economic outlook
DALBAR study shows variable annuity investors outpaced others
3 views on the U.S.-Iran conflict
U.S. tariffs overturned: What happens next?
A closer look at SECURE 2.0 startup tax credits
The current state of state-sponsored retirement plans
Smid-cap stocks gain momentum as market broadens
How to spot an AI bubble
Elevate your plan reviews: Ideas for any plan size
Municipal bonds: 5 investment themes for 2026
Rob Lovelace on the year ahead
Capital market assumptions: Diverse opportunities amid elevated valuations
What a Warsh Fed chair could mean for the economy
Could U.S. GDP growth hit 5% this year?
How U.S. midterm elections may affect markets
5 keys to investing in 2026
5 core bond themes for 2026: Defense now, offense later
Is sequence-of-returns risk really sequence-of-withdrawals risk?
A framework to address retirees’ biggest fear
Sharp muni divergence provides an unusual opportunity
Emerging markets 2026: Can the rally keep rolling?
Bond outlook: A robust market underscores nimble investing
Stock market outlook: 3 investment strategies for 2026
Macro outlook: Less uncertainty, healthy growth
Powering AI: Energy crunch sparks investment surge
State of play: Private assets in 401(k)s
7 holiday book recommendations
Made in America is making a comeback
A fragile pause in U.S.-China trade and tech tensions
The strategic evolution of registered index-linked annuities
3 investment opportunities in a fragmented world
Benchmarking for retirement plan performance
Are we in an AI bubble?
AI supercharges rise in electricity prices
High-income municipal bonds: 5 portfolio themes for 2026
Beyond the nest egg: The psychology of spending in retirement
Investing in unstoppable trends
How to talk with clients about investing in alternatives
Discussion guide: Fiduciary duty for plan sponsors
Fresh breadth? Market concentration in 3 charts
Simplifying retirement income with the high net worth pyramid
5 forces could stimulate the U.S. economy
5 charts on what's powering international stocks
What the U.S. government shutdown could mean for investors
5 reasons tariffs haven't wrecked the U.S. economy
A strong investment policy statement (IPS) is your plan’s GPS
Inflation or employment? The Fed makes its choice
Decumulation education: Differentiate your practice and meet a growing need
Guess who’s beating the Magnificent 7?
Robotaxis take the driver's seat
3 big risks retirees underestimate in retirement
What earnings season revealed about U.S. consumers
What happens if U.S. debt becomes unsustainable?
What can a 529 be used for? More than you may think
4 charts on why the U.S. economy could stay resilient
Boosting retirement savings for all: It’s in the tools
5 leadership lessons from top CEOs
Get an edge by packaging health care with retirement
Why I see opportunity in the mass market
Midyear Outlook in 5 charts
Putting the bucket strategy for retirement into practice
Why security could be a durable investment theme
Don’t get caught in the “volatility drag”
Envisioning a post-Powell Fed: What comes next?
Let TPAs help build your retirement plan business
4 views on one big beautiful bill
Dare to be different: Active underlying funds for target date
Brokerage windows explained: When and why to use them
Bond outlook: Income potential intact as economic risks rise
Simplifying retirement income: The bucket strategy in three minutes
Stock market outlook: New growth catalysts amid volatility
Four ways to build your retirement brand
Economic outlook: Higher uncertainty, lower growth
6 books to read this summer
From jam to retirement: Why more choice can be debilitating
New catalysts spur international stocks
Build retirement committees that help drive results
4 scenarios for uncertain markets
Tariffs: What’s next for stocks, bonds and the dollar?
Globalization isn’t dead. It’s changing.
Treasury market turmoil: How might the Fed react?
The Great Wealth Transfer and the inherited 401(k) opportunity
Trump tariffs roil markets. What’s next?
Understanding tariffs in 5 charts
Active RILAs: Exploring a balance of growth and risk in retirement
Has the AI stock rally run out of gas?
How financial literacy programs can make your practice visible
Will economic uncertainty knock the Fed off course?
Are China’s tech giants making a comeback?
Private sector boost: 3 charts on U.S. growth
Help bolster retirement security with HSAs
Decoding tariffs: What’s the economic impact?
5 thoughts on investing in the pandemic decade
Break barriers: Empower and engage women investors
How to talk to your clients about Bitcoin
3 views on where to invest under Trump 2.0
Capital market assumptions: See what’s changed
Should investors be nervous about the stock market?
A different approach to this year’s fee discussion
PEP talk: Pooled employer plans
Sizing up small- and mid-cap stocks in concentrated U.S. market
Tariffs don’t change U.S. economic outlook
10 tips for choosing an HSA provider
Rob Lovelace on what could drive markets in 2025
Beyond consensus: Economic perspectives for 2025
Finding an easier path: 5 ways to simplify what matters most
5 core bond portfolio themes for 2025
6 book and podcast recommendations for 2025
Small caps may have reached an inflection point
Bond outlook: Income opportunities widen
Stock market outlook: AI leads a broadening market
Driving client action: A 4-step approach
Economic outlook: Global growth dependent on a resilient U.S.
Why retirement plans should keep working after retirement
What Trump’s win could mean for banks, autos and luxury goods
Trump’s victory signals major policy shifts ahead
Portfolio reliance: The importance of diversifying income sources
Did you miss the rally in stocks and bonds?
High-growth wealth managers focus on retirement plan participants
U.S. public debt: Where is the breaking point?
What can sports coaches teach us about retirement plans?
Is your defined contribution plan successful?
What to expect between Election Day and the inauguration
Why the yield curve steepener should have more room to run
Retirement tax topics to discuss with clients now
Auto features: Friend or foe?
Where to consider investing as interest rates fall
SECURE 2.0 enables 529 rollovers to Roth IRAs
Unlock the growth potential of variable annuities: A practical way to pursue asset accumulation
4 AI bottlenecks could bolster old-economy companies
Welcome to the Benjamin Button economy
10 games to help you connect with clients
5 growth themes for the next five years
The Fed just cut interest rates. Now what?
Has stock market concentration reached a tipping point?
Once undervalued, dividend stocks are narrowing the gap
Servicing retirement plans: By the numbers
Could gamification be a win-win for retirement plans?
U.S. economy poised for a soft landing. What comes next?
DOL’s new fiduciary rule: 6 takeaways for employers
4 insights from our recent trip to China
3 investment ideas from second quarter earnings
Investing in companies at times of crisis
5 views on tumbling markets
Granolas: The equity giants that offer non-tech exposure
Retirement plans as a growth strategy for wealth managers
What’s your investment edge?
3 key considerations for sustainable retirement income
How elections move markets in 5 charts
Essentialism: How to focus on what matters most
AI fever: Has it gotten too hot?
5 book ideas for your summer reading list
How to help motivate financially stressed employees
Understand what gives clients peace of mind in retirement
Why credit markets can keep running strong
3 investment ideas from earnings season
Three action steps to help protect participant information
Meta shifts the narrative on dividends in the world of Big Tech
U.S. housing: An underappreciated growth market
The health care breakthrough that’s not an obesity drug
What if the Fed doesn’t cut interest rates this year?
Three volatility tips for retirees
Big tech seeks nuclear power with AI push
Separating AI hype from investment opportunity
The Long View: 4 megatrends to watch
Build a better 401(k) for your clients
Keys to effective participant communications
How population decline could upend the global economy
3 mistakes investors make during election years
Ask questions that move clients to action
Friendshoring brings industrial-sized investment opportunity
3 steps to a successful investment re-enrollment
Can investment re-enrollment prevent catastrophe?
What’s right with the world
4 things to watch ahead of the U.S. elections
Fed holds rates for now as markets prep for soft landing
Rob Lovelace on what’s in store for 2024
What’s next for QDIAs?
Small plan, big impact: Survey results give retirement plan insights for small-business owners
5 ways to enhance your COI marketing strategy
Insights from our review of 193 RIA portfolios in Q3 2023
Looking at a retirement plan menu as a … menu
Measure how well a target date fund has surfed the highs and lows
Weight loss drugs could reshape industries beyond health care
Tackling the problem of missing participants
Bond yields likely to remain higher for longer as Fed stands firm
SECURE 2.0’s emergency provision: A steppingstone to better savings?
How to increase participation in target date funds
Fed’s 2% inflation target could be delivered early
How I survived 23 market shocks in 35 years of investing
5 ways RIAs are using ETFs in client portfolios
Guide to recessions: 9 things you need to know
5 investing mistakes to avoid
Inflation’s hidden threat to portfolio construction
SECURE 2.0: Navigating plan sponsor conversations
AI and the new megacycle for tech
Guide to stock market recoveries
Will India be the breakout emerging market this decade?
Think beyond risk vs. return: Enhancing portfolio construction
Video: The evolution of active ETFs
Plan sponsors reveal their top concerns for 2023
Commercial real estate: The next shoe to drop for the banking sector?
Why transparency matters for active ETFs
Why macroeconomic predictions can be misleading
Smart beta ETFs: 5 things to consider
Will the U.S. dollar continue to weaken?
10 investing lessons from 2008 that apply today
What to know before jumping into alternatives
Multinational companies can thrive in tough times
Obesity: New ways pharma is fighting a global epidemic
Diversification isn't dead: Bonds poised to offer balance
4 trends could power an industrial renaissance
Braving bear markets: 5 lessons from seasoned investors
Is there opportunity in this stock market volatility?
Consider clients’ money mindset so your advice sticks
The world in 2030: Investing for the next decade
Be empowered: How women can guide their financial future
The Night Watch sheds daylight on market disruptions