Lincoln Financial Group

This chart shows how four different investors may have responded to the market volatility during the 2008 Financial Crisis. #markets

Sequence of returns: A tale of two investors #investing #retirement #returns #finance #cash

This chart shows both the annual and long- term average returns of a portfolio consisting of 60% U.S. stocks and 40% U.S. bonds.

Differentiation from competitors through innovation, simplicity, predictability, diverse allocation strategies, and commitment to clients.

This chart shows the rise in money market assets over time, and how money markets and U.S. stocks performed over the 3-year period.

This chart shows the distribution of calendar year returns for the S&P 500 Index from 1928 through 2023. #markets #investing

This chart is showing where several key economic data points both started and ended in 2023. #chart #economy #data

The need for Financial professionals to educate clients on the challenges faced in retirement and the benefits of protected income.

History shows that on average, returns in the twelve months following the first rate cut are positive, but roughly half the long-term average of stocks.

Taxes create financial stress and can steadily erode portfolios. Are you using every possible tool to help protect your clients? #LincolnFinancialGroup

This chart uses a combination of hard and soft data to provide a snapshot of how several important economic indicators are trending.

In this podcast, we analyze market dynamics, economic resilience, and insights from Lincoln Financial Group's Matt Berger #LincolnFinancialGroup

Between bond market shocks and a tidal-wave flight to cash, consider focusing on carefully-tailored risk management for resilient client portfolios.

Breaks down an overlooked aspect of financial planning, beneficiary designations: the strategy that influences virtually everything a client owns. #advisor

This chart shows performance of the S&P 500 in the periods before, during and after past U.S. recessions. #stocks #equities

This chart shows three potential outcomes for the U.S. economy in 2023, and what each could potentially mean for various segments

This chart shows the rise in money market assets over time, and how money markets and U.S. stocks performed over the 3-year period

Cash may feel safe, but research shows the real long-term risk with stocks is not owning them. #strategy #stocks #cash

Here’s a strategy for tax-smart income via 1035 exchange for beneficiaries of nonqualified annuities. #retirement #annuitites

Every family faces a unique set of circumstances when it comes to financial planning and thinking about the future. #annuity

This chart shows the cumulative return of the S&P 500 Index from 1996 to present. It also highlights the return of major expansionary

Amber talks about key themes on investors' minds and shares her expertise on investment strategies. #FixedIncome

This chart shows rolling returns of the S&P 500 index, as well as an 80/20 and 60/40 portfolio of U.S. stocks 10.9% and core bonds

This chart shows how four different investors may have responded to the market volatility during the 2008 Financial Crisis. #investing

This chart shows return, volatility, and risk- adjusted return statistics for four hypothetical portfolio mixes. #diversification #investing

Melissa and Doug discuss the significant shift of financial assets into the hands of US women. #annuities

Dual15 Plus was built to offer the potential for growth in up, flat and down markets. #annuity #retirement #income

We celebrated Annuity Awareness — and also a huge wave of retirees turning 64 this year and hitting Peak 65 next year! #NCRetirementCenter

Many investors are tempted to pour (or keep) too much money into cash these days—resulting in lost opportunities. What can we do? #NCRetirementCenter

Women Control Trillions of Dollars of Assets, and They Tend To Be More Risk Adverse and Have the Challenge of Longevity. #NCRetirementCenter

What kind of retirement do you want? it helps to plan for protected income that matches your spending and supports your lifestyle in retirement.

Tim and Doug discuss the conversation around annuities as well as education surrounding financial protective products. #annuities

It’s up to you to use the money you’ve saved to support the lifestyle you have planned in retirement. #retirement #annuities

New research shows that millions of Americans’ retirement savings are insufficient, which could cause a major burden for taxpayers in the future