Financial Fundamentals

Many of us have some type of retirement savings accounts set up. And that’s a really important first step toward meeting your goals for the future financially.

For Educators

When you think about the people who influenced you the most as you were growing up, a teacher is likely included on your list.

For Women

Children rely on their parents or families to pay for things such as food, shelter, clothing, education, vacations, entertainment, transportation – the list goes on. But at a certain point, that changes.

For Financial Professionals

Like many industries, financial services has undergone significant shifts in recent years. One of the most notable is the rise of robo-advisors, which offer increasingly sophisticated investment management through the use of artificial intelligence (AI). While robo-advisors offer some advantages, they lack the depth and breadth of service that a professional advisor can provide.

Planning

You can delegate investment decisions to a financial professional, but you don’t have to. In many cases, financial professionals provide guidance and insight, but clients have the ultimate say over how their assets are invested.

Market News

US consumer inflation in May remained mild. For the third month in a row, the core CPI rose 2.8% year-over-year. This was also slightly below the consensus estimate of 2.9%.

Lifestyle

At Equitable, we believe delivering excellent business performance and contributing positively to society are the way forward for responsible companies. Our dedication to a holistic approach extends to all we do— from our business operations to how we work to create financial wellness for our clients. Through thoughtful and comprehensive planning we work to ensure our corporate strategy and our approach to our clients is strongly aligned with the values we share.