Abnormal Returns

NOVEMBER 7, 2022

riabiz.com) Practice management Schwab's 2022 RIA Benchmarking Study is here. advisorperspectives.com) Tax-loss harvesting requires proactive client communication. (financial-planning.com) How Morningstar ($MORN) Wealth is getting into the direct indexing game. investmentnews.com) Be careful soliciting client testimonials.

Compliance 279

Compliance Wealth Management Advertising Financial Advice 279

Calculated Risk

AUGUST 7, 2024

percent, reaching its lowest level since May 2023, following doveish communication from the Federal Reserve and a weak jobs report, which added to increased concerns of an economy slowing more rapidly than expected,” said Joel Kan, MBA’s Vice President and Deputy Chief Economist. The 30-year fixed rate fell to 6.55

Communication 336

Communication Government Economy Sales 336

The Big Picture

AUGUST 9, 2023

Recall 2022, energy was one of the few bright spots as oil prices rallied mostly due to the Russian invasion of Ukraine. The flip side of this is the sectors that got shellacked in 2022 are now showing massive profit recoveries. Consumer Discretionary Year-over-Year is +52.2%, Communication + 18%, and Industrials 11.8%.

Communication 246

Communication Banking Numbers 246

Million Dollar Round Table (MDRT)

JANUARY 10, 2023

By Antoinette Tuscano, MDRT Content Specialist Videos about ideas for better client communications topped the list for viewers of MDRT’s YouTube channel for videos posted in 2022.

Communication 104

Communication Clients 104

The Big Picture

JANUARY 7, 2023

99 Good News Stories You Probably Didn’t Hear About in 2022 : The world didn’t fall apart this year. Future Crunch ) see also What we learned from books this year : 37 books we read in 2022 were filled with research, insights, and advice for managing yourself and your team. . • Businessweek ). • Noahpinion ). •

Communication 262

Communication Management Marketing Marketing 262

Calculated Risk

MAY 24, 2023

debt ceiling and communication from several Federal Reserve officials last week, which sent Treasury yields higher, along with mortgage rates. With higher mortgage rates, the refinance index declined sharply in 2022 - and has mostly flat lined at a low level since then. Red is a four-week average (blue is weekly).

Communication 246

Communication Economy Economics Sales 246

Calculated Risk

SEPTEMBER 17, 2023

On the meeting this week from BofA: " We expect the Fed to stay on hold at the September FOMC meeting , consistent with recent Fed communications and current market pricing. percent in June 2022. percent in February 2022. percent in February 2022. March 2023 4.0 As of July 2023 , PCE inflation increased 3.3

Banking 288

Banking Economics Economy Communication 288

Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

Cornerstone Financial Advisory

OCTOBER 31, 2022

Source: Econoday, October 28, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 28, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, October 28, 2022. The Wall Street Journal, October 28, 2022. The Wall Street Journal, October 28, 2022.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

AUGUST 1, 2022

Source: Econoday, July 29, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 29, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, July 29, 2022. The Wall Street Journal, July 29, 2022. The Wall Street Journal, July 29, 2022. CNBC, July 28, 2022.

Marketing 104

Marketing Marketing Taxes Economics 104

Nerd's Eye View

OCTOBER 21, 2022

Consumer satisfaction with life insurance and annuity companies dipped in 2022, reflecting a lack of understanding with the products they purchase and misaligned communication practices, offering lessons for financial advisors.

Financial Planner 234

Financial Planner Retirement Planning Retirement Insurance 234

Nerd's Eye View

JUNE 10, 2024

It quickly became a perennial favorite on Nerd's Eye View, and so I've updated it every year, with new lists of books in 2014 , 2015 , 2016 , 2017 , 2018 , 2019 , 2020 , 2021 , 2022 , and a fresh round last year in 2023.

Financial Advisor 246

Financial Advisor Financial Planner Clients Communication 246

Million Dollar Round Table (MDRT)

JANUARY 3, 2023

Below are my five favorite book club picks from 2022. Not only did I enjoy the book, but a highlight of my year was talking with the author during a 2022 MDRT EDGE session. Olson, CFP, MSFS Books are a source of fresh ideas that spark growth in my career as a financial advisor. I hope you will find them as insightful as I did.

CFP 98

CFP Financial Advisor Communication 98

The Big Picture

AUGUST 8, 2023

I am not sure there are a lot of reliable and confidence-inspiring signals in these charts. I have discussed all too frequently why sentiment is mostly useless; now apply that sentiment to future conditions and you end up with these sorts of attempts to capture uncertainty as an index with predictive value.

Distribution 246

Distribution Economics Communication Media 246

Nerd's Eye View

JUNE 27, 2023

What's unique about Eric, though, is how, 10 years after launching his firm and enjoying strong and steady growth, he hit a capacity wall as a solo advisor and suddenly found the business going backwards, as a $4 million client decided to relocate, and market volatility caused several other clients to leave his firm (which meant a loss of $100,000 (..)

Financial Advisor 217

Financial Advisor Clients Valuation Communication 217

Calculated Risk

APRIL 10, 2023

However, there are many other CRE sectors in addition to office and retail: lodging (hotels), health care, warehouses (including self-storage), manufacturing facilities, food and beverage establishments, power and communication, amusement and recreation (Disneyland!), religious, transportation and more. Of the $11.1

Retail 173

Retail Transportation Food Communication 173

Good Financial Cents

OCTOBER 31, 2022

We compared more than 20 of the best auto insurance companies to help you find the best car insurance for young drivers in 2022. According to 2022 figures released in the study, drivers in the “teen” age group pay the most, with a typical 16-year-old driver paying an average of $6,034 per year for their own car insurance policy.

Insurance 94

Insurance Insurance Coverage Planning Education 94

Abnormal Returns

JANUARY 23, 2023

(standarddeviationspod.com) Brendan Frazier talks building communication skills with Jim Grubman. thereformedbroker.com) FutureProof 2022 was a resounding success. wiredplanning.com) Diana Britton talks with Mary Martin author of "Mindfulness for Financial Advisors."

Wealth Management 130

Wealth Management Financial Advising CFP Communication 130

eMoney Advisor

DECEMBER 14, 2022

Fact-finding, retirement literacy, and leading with planning round out the list of hot topics for 2022. Understand couples’ common communication issues with the knowledgeable insights of Emily Koochel, Ph.D., Here’s your opportunity to catch up with what your peers have been learning this year. AFC®, CFT-I™.

Financial Planner 78

Financial Planner Financial Planning Retirement Clients 78

Abnormal Returns

AUGUST 8, 2022

Markets Joshua Brown, "2022’s volatility has been incredibly unique for this era – we haven’t seen a plus 20% or minus 10% year for the 60/40 stock-bond portfolio since 1975 up until now." thediff.co) Startups On the value of bring angels onto your cap table with a background in marketing and communications. The consumer is confused.

Startup 130

Startup Financial Advising Communication Media 130

Mish Talk

DECEMBER 12, 2022

The three largest holdings in the fund—which is known by its ticker symbol ARKK—are Zoom Video Communications Inc., Chief Futurist On September 7, 2022, Cathie Wood’s Ark Investment Management named its first “ chief futurist ", Brett Winton. ZM, Tesla Inc., and Exact Sciences Corp., companies Ms. What a hoot. What About Tesla?

Valuation 157

Valuation Communication Marketing Marketing 157

Random Roger's Retirement Planning

FEBRUARY 8, 2025

Consumer discretionary is another one that pretty reliably outperforms for ten year periods, not the last couple though after getting whacked pretty hard in 2022 though. As you might expect, staples went down much less in the Financial Crisis as well as in 2022. With communications, the top three holdings are Meta, Google and Netflix.

Assets 52

Assets Engineering Food Communication 52

Cornerstone Financial Advisory

AUGUST 22, 2022

Source: Econoday, August 19, 2022 The Econoday economic calendar lists upcoming U.S. PANW), Zoom Video Communications, Inc. (ZM). Source: Zacks, August 19, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, August 19, 2022. The Wall Street Journal, August 19, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

NOVEMBER 21, 2022

Source: Econoday, November 18, 2022 The Econoday economic calendar lists upcoming U.S. DELL), Zoom Video Communications, Inc. (ZM). Source: Zacks, November 18, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, November 18, 2022. The Wall Street Journal, November 18, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 29, 2022

Wall Street focused on Powell’s presentation in the hope it might provide greater clarity on future Fed direction, though his remarks ultimately went no further than restating past communications. Source: Econoday, August 26, 2022 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, August 26, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

NOVEMBER 7, 2022

Source: Econoday, November 4, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 4, 2022 Companies mentioned are for informational purposes only. The 2022 annual contribution limit is $16,000. The Wall Street Journal, November 4, 2022. The Wall Street Journal, November 4, 2022.

Marketing 59

Marketing Marketing Taxes Accounting 59

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

Source: Econoday, September 2, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 2, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, September 2, 2022. The Wall Street Journal, September 2, 2022. The Wall Street Journal, September 2, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 26, 2022

Source: Econoday, September 23, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 23, 2022 Companies mentioned are for informational purposes only. In 2022, educators can deduct up to $300 of trade or business expenses not reimbursed by their employer, a grant, or another source. New Home Sales.

Marketing 59

Marketing Marketing Education Taxes 59

Cornerstone Financial Advisory

OCTOBER 10, 2022

Source: Econoday, October 7, 2022. Source: Zacks, October 7, 2022. The Wall Street Journal, October 7, 2022. The Wall Street Journal, October 7, 2022. The Wall Street Journal, October 7, 2022. CNBC, October 3, 2022. The Wall Street Journal, October 4, 2022. CNBC, October 5, 2022. Bancorp (USB).

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

DECEMBER 19, 2022

The FOMC ended its last meeting of 2022 by raising interest rates another 0.5% Source: Econoday, December 16, 2022. Source: Zacks, December 16, 2022. The Wall Street Journal, December 16, 2022. The Wall Street Journal, December 16, 2022. The Wall Street Journal, December 16, 2022. CNBC, December 13, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

NOVEMBER 14, 2022

Source: Econoday, November 11, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 11, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, November 11, 2022. The Wall Street Journal, November 11, 2022. The Wall Street Journal, November 11, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

SEPTEMBER 19, 2022

Source: Econoday, September 16, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 16, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, September 16, 2022. The Wall Street Journal, September 16, 2022. The Wall Street Journal, September 16, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 15, 2022

Source: Econoday, August 12, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, August 12, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, August 12, 2022. The Wall Street Journal, August 12, 2022. The Wall Street Journal, August 12, 2022. Copyright © 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

NOVEMBER 28, 2022

Source: Econoday, November 25, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 25, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, November 25, 2022. The Wall Street Journal, November 25, 2022. The Wall Street Journal, November 25, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

OCTOBER 3, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week. Source: Econoday, September 30, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 30, 2022 Companies mentioned are for informational purposes only. IRS.gov, February 23, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 25, 2022

Source: Econoday, July 22, 2022. Source: Zacks, July 22, 2022. The Wall Street Journal, July 22, 2022. The Wall Street Journal, July 22, 2022. The Wall Street Journal, July 22, 2022. CNBC, July 18, 2022. The Wall Street Journal, July 19, 2022. CNBC, July 20, 2022. IRS.gov, May 11, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

DECEMBER 12, 2022

Source: Econoday, December 9, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 9, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, December 9, 2022. The Wall Street Journal, December 9, 2022. The Wall Street Journal, December 9, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59