Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 224

Risk Tolerance Communication Startup Financial Planning 224

Wealth Management

AUGUST 11, 2024

Turn To Orion’s 2024 Election Microsite for Relevant, Unbiased and Actionable Content

Economy 119

Economy Marketing Marketing 119

Nerd's Eye View

APRIL 3, 2024

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. At the same time, value and international stocks continue to lag, trading as if the economy is already in the depths of a serious recession.

Economics 195

Economics Marketing Marketing Valuation 195

Abnormal Returns

JUNE 9, 2024

(awealthofcommonsense.com) A review of major asset class performance in May 2024. allstarcharts.com) A rave review for Kyla Scanlon's "In This Economy: How Money & Markets Really Work." (allstarcharts.com) A rave review for Kyla Scanlon's "In This Economy: How Money & Markets Really Work." finance.yahoo.com)

Retirement 306

Retirement Economy Assets Marketing 306

Calculated Risk

DECEMBER 24, 2023

Here is a review of the Ten Economic Questions for 2023 Below are my ten questions for 2024 (I've been doing this online every year for almost 20 years!). economy will likely perform in 2024, and if there are surprises - like in 2020 with the pandemic - to adjust my thinking. Q4-over-Q4 in 2024. range in Q4 2024.

Economics 89

Economics Economy Sales Commission 89

Abnormal Returns

JANUARY 2, 2024

albertbridgecapital.com) Strategy 10 predictions for 2024 including 'The economy overheats.' theirrelevantinvestor.com) Don't get caught sitting in cash in 2024. ft.com) Venture capital Don't look for a big rebound in VC funding in 2024 despite fresh, new opportunities. hottakes.space) How to be more resilient in 2024.

Financial Advising 285

Financial Advising Economy Media Assets 285

Abnormal Returns

JULY 31, 2024

Bonds Bonds are doing okay in 2024, except for duration. sherwood.news) PE fundraising is down in 2024. wealthmanagement.com) Economy All the data is pointing toward the need for a Fed rate cut. economy outperformed Europe, post-Covid? capitalspectator.com) Bonds drive markets. government bonds. wsj.com) Why has the U.S.

Financial Advising 278

Financial Advising Media Economy Government 278

Trade Brains

OCTOBER 9, 2024

crore, which will open on 15th October 2024. The issue will close on 17th October 2024 and be listed on the stock exchange on 22nd October 2024. As of June 2024, the company has sold over 12 million passenger vehicles in both domestic and export markets. In the fiscal year 2024, it produced 28.43 billion in 2024.

Manufacturing 98

Manufacturing Sales Portfolio Marketing 98

Abnormal Returns

MAY 1, 2024

April 2024 The S&P 500 lost 4.08% in April 2024. on.spdji.com) How major asset classes performed in April 2024. marginalrevolution.com) Economy The manufacturing sector was treading water in April. klementoninvesting.substack.com) By any measure, the economy is better than it was four years ago.

Marketing 278

Marketing Marketing Financial Advising Economy 278

Abnormal Returns

OCTOBER 14, 2024

etf.com) Economy Six things Presidential candidates want you to believe about the economy including 'The President controls gas prices.' mrmoneymustache.com) The 2024 Nobel Prize in Economics goes to Daron Acemoglu, Simon Johnson and James Robinson.

Financial Advising 278

Financial Advising Economy Assets Insurance 278

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Weekly Market Insights | November 18th, 2024 Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. 6 Source: YCharts.com, November 16, 2024. INTU), Deere & Company (DE) Source: Zacks, November 15, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

MAY 16, 2024

The Misery Index — the combination of Inflation and unemployment — failed as a bearish criticism of the economy. It hit those high levels again in 1980 and stayed high until Inflation was vanquished by then-Fed CHair Paul Volcker and the economy recovered in earnest after 1982.

Advertising 320

Advertising Economics Economy Banking 320

Advisor Perspectives

JUNE 5, 2024

As the global economy builds on its recovery this year, markets may see increased volatility due to divergent central bank policies, geopolitics and election outcomes.

Economy 59

Economy Banking Marketing Marketing 59

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. novelinvestor.com) Growth and value performance flip-flopped in March 2024. theringer.com) Economy How well does consumer sentiment correlate with the real economy? bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons.

Financial Advising 264

Financial Advising Economy Media Economics 264

Abnormal Returns

DECEMBER 26, 2023

nytimes.com) Economy Case-Shiller showed a 4.8% calculatedriskblog.com) What if the economy in 2024 was just 'normal'? bloomberg.com) Ten economic questions for 2024 including 'How much will wages increase in 2024?' (wsj.com) Japan has a trucking problem. annual change in national home prices through October.

Marketing 264

Marketing Marketing Financial Advising Economy 264

Cornerstone Financial Advisory

MARCH 11, 2024

The economy added 275,000 jobs in February—exceeding the 198,000 expected—but wage growth slowed, and jobless claims edged up. Some investors saw that as a negative, while others viewed it as a “Goldilocks” moment—an economy that’s not too hot or cold. 4,5 Source: YCharts.com, March 9, 2024. MarketWatch, March 6, 2024 3.

Marketing 103

Marketing Marketing Insurance Taxes 103

Your Richest Life

DECEMBER 22, 2023

As 2023 comes to a close, we can take a look at how the markets and economy performed, where we stand now, and what might be on the horizon for 2024. In fact, during the first three quarters of the year, the economy grew at a rate of 3.2 All in all, the markets and economy performed stronger than anticipated in 2023.

Economy 52

Economy Marketing Marketing Financial Planner 52

Cornerstone Financial Advisory

FEBRUARY 19, 2024

3 Source: YCharts.com, February 17, 2024. While the Fed has indicated short-term rates may trend lower in 2024, the January inflation reports support Fed Chair Powell’s recent comments that the Fed is in no hurry to cut rates. Source: Zacks, February 15, 2024 Companies mentioned are for informational purposes only.

Marketing 105

Marketing Marketing Taxes Economics 105

Abnormal Returns

JANUARY 7, 2024

entrylevel.topdowncharts.com) 10 predictions for 2024 including 'The economy overheats.' theirrelevantinvestor.com) Don't get caught sitting in cash in 2024. Top clicks this week Some of the best charts of 2023. allstarcharts.com) How major asset classes performed in December 2023.

Assets 296

Assets Economy Investing Investments 296

Abnormal Returns

NOVEMBER 15, 2024

on.ft.com) Fund management 2024 could see $1 trillion in U.S. sherwood.news) The best new restaurants in America in 2024. spyglass.org) Economy Industrial production fell in October 2024. (spglobal.com) Finance Elon Musk's xAI and SpaceX are getting a valuation boost. ft.com) Is private credit in a bubble? msn.com) U.S.

Financial Advising 147

Financial Advising Valuation Food Media 147

Trade Brains

OCTOBER 7, 2024

The Indian IPO market has shown remarkable activity in 2024, with a total of 313 IPOs launched across the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) as of October 1st. As of October 1, 2024, the NSE has seen 198 IPOs, with 49 on the Mainboard and 149 in the Small and Medium Enterprise (SME) segment. 125.93%) 225.65(67.15%)

Advertising 52

Advertising Banking Economics Food 52

Abnormal Returns

JUNE 4, 2024

marginalrevolution.com) Economy Q2 GDP Nowcasts are coming down. econbrowser.com) How 2024 Fed expectations have bounced around. apolloacademy.com) Anger about the economy isn't really about the economy. (blogs.microsoft.com) The scale of destruction in Ukraine is unfathomable.

Financial Advising 293

Financial Advising Economy Valuation Media 293

Trade Brains

OCTOBER 10, 2024

Brent crude oil plays a vital role in shaping India’s economy, as the country ranks as the second-largest importer of crude oil globally. On October 1st, 2024, Iran launched a direct attack on Israel, prompting Israel to vow retaliation by targeting Iranian oil fields. This led to the Brent Crude shooting up past $77.

Economy 52

Economy Strategic Planning Manufacturing Transportation 52

The Big Picture

AUGUST 12, 2024

Do we simply ignore the growth in the size of the economy and the U.S. Economy in 2022 was $25,439.70B; in 2009, it was $14,478.06B; ignore that also? from 2009, and by 2024 you get (wait for it) $193.44T. That none of these things occurred makes me wonder why we still pay attention to these deficit hawks. population?

Economy 347

Economy Taxes Investing Investments 347

Cornerstone Financial Advisory

FEBRUARY 26, 2024

To put that in perspective, Nvidia’s market cap is now roughly the same size as Canada’s economy. Source: YCharts.com, February 24, 2024. Investors appear to have concluded that AI’s impact may just be starting, and anticipate it will be a driving economic force in 2024 and beyond. MarketWatch.com, February 22, 2024.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. Source: YCharts.com, November 2, 2024. ABNB) Source: Zacks, November 1, 2024. Investing.com, November 1, 2024 3.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MARCH 4, 2024

2 Source: YCharts.com, March 2, 2024. Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. KR) Source: Zacks, February 27, 2024 Companies mentioned are for informational purposes only.

Marketing 101

Marketing Marketing Economics Taxes 101

Advisor Perspectives

OCTOBER 7, 2023

As heightened inflation has lingered, the Federal Reserve diminished hopes of 2024 interest rate cuts and economic data suggests a mild recession in the first half of 2024.

Economy 98

Economy Marketing Marketing Economics 98

MarketWatch

MAY 15, 2023

economy will avoid recession this year and next, according to the latest European Commission forecast. economy to grow 1.4% in 2023 and 1% in 2024, against its previous estimate that the U.S. The forecast is for the U.S. will grow 0.7% in 2023 and 1.7% this year and by 1.6%

Commission 75

Commission Economy Marketing Marketing 75

Trade Brains

OCTOBER 10, 2024

In March 2024, L&T commissioned its first indigenous electrolyser at its Hazira plant in Gujarat, a major milestone in the company’s push toward sustainability. The company plans to double its workforce in this division by 2024, showing its commitment to becoming a major player. appeared first on Trade Brains.

Economy 96

Economy Investing Investments Engineering 96

Abnormal Returns

JUNE 5, 2024

(biopharmadive.com) The Proxies 2024 has some egregious cases of executive compensation. wapo.st) Restaurants 2024 is set to be the biggest year for U.S. wapo.st) Restaurants 2024 is set to be the biggest year for U.S. wsj.com) Economy Heavy truck sales were flat in May. restaurants. restaurants.

Executive Compensation 289

Executive Compensation Financial Advising Media Economy 289

Abnormal Returns

OCTOBER 30, 2024

frontofficesports.com) Economy 2024 Q3 GDP ran at a 2.8% (johnwallstreet.com) A closer look at rising NBA valuations. huddleup.substack.com) An existential threat to pro sports: kids don't watch live sports. growth rate. bonddad.blogspot.com) Why mortgage rates are going up, not down.

Financial Advising 269

Financial Advising Valuation Media Economy 269

The Big Picture

JUNE 17, 2024

These reflect the economic dominance of one specific part of the economy or another for very long periods of time. You might be surprised at the findings. As the chart above shows, there are long periods of market concentration. Increased concentration is a sign of a bull market and bear markets reduce concentration.”

Marketing 314

Marketing Marketing Engineering Economics 314

The Big Picture

JANUARY 1, 2024

What’s Ahead for 2024. Bitcoin backers are looking forward to an ETF and other catalysts that could lift prices in 2024. Why They Can Do It Again in 2024. Barron’s ) • Ten Economic Questions for 2024 : The purpose of these questions is to provide a framework of how the U.S. Stay invested. Stay invested.

Economy 271

Economy Distribution Clients Management 271

Abnormal Returns

MARCH 18, 2024

thebasispoint.com) Economy National homebuilder confidence ticked up in March. apolloacademy.com) Food inflation is set to slow in 2024. econbrowser.com) Strong economy? (wsj.com) How home buying is going to change with a new commission regime. insights.finominal.com) Disruption of the Suez Canal is real. Thank immigrants.

Financial Advising 276

Financial Advising Commission Food Economy 276

Cornerstone Financial Advisory

FEBRUARY 12, 2024

3 Source: YCharts.com, February 10, 2024. economy has come into the spotlight. An analysis conducted by The Wall Street Journal recently proposed that the economy’s resilience could be attributed, at least in part, to the productivity driven by the technology sector. The Wall Street Journal,February 4, 2024 2.

Marketing 105

Marketing Marketing Economics Taxes 105

Abnormal Returns

MAY 28, 2024

vox.com) Economy Through March 2024, Case-Shiller home prices increased some 6.5%. ft.com) Surveys are not the economy, and vice versa. (ft.com) Modi's government harasses opponents in the U.S. calculatedriskblog.com) Teenagers are working more. axios.com) AI is unlikely to boost productivity all that much.

Financial Advising 264

Financial Advising Economy Media Government 264