Matt Berger, Vice President of Client Investment Strategies at Lincoln Financial, discusses how Lincoln’s Market Intel Exchange helps financial professionals bring clearer market perspective into client conversations. The Market Intel Exchange (MIE) is Lincoln’s monthly, client-friendly market resource, featuring charts and insights designed to help advisors explain timely market events, economic trends, and planning topics in plain English.
Matt explores how advisors can use the MIE when clients feel uncertain about the economy, markets, or their next move. From the urge to wait until conditions feel better to the hesitation around investing near market highs, he shares how data and perspective can help advisors reframe those instincts and keep clients focused on their long-term plans. He also explains why useful content should be both timely and evergreen, helping advisors frame conversations around long-term investing, retirement income, longevity, and client behavior while creating opportunities for outreach, prospecting, newsletters, and social media.
For more information or to subscribe to Lincoln’s Market Intel Exchange, visit LFG.com/MarketInsights
Sources:
- Consumer Sentiment (UMCSENT): 44.8 as of May 2026, record low in continuous series since 1978. Source: Federal Reserve Bank of St Louis/University of Michigan.
- Sentiment troughs vs. peaks based on analysis by Lincoln Financial, January 1978 – May 2026; peaks and troughs separated by ≥15-point reversal.
- Returns from all-time highs since 1990: Source: Morningstar, analysis by Lincoln Financial, January 1990 – May 2026.
- Rolling 15-year holding periods of S&P 500 price returns positive 100% of the time. Source: Morningstar/analysis by Lincoln Financial
- Healthy 65-year-old couple: 74% probability at least one spouse lives to 90. Source: American Academy of Actuaries / longevityillustrator.org.
LCN-8987802-062226
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