Bell Investment Advisors

JULY 22, 2022

Forrest Bell, CFP®. In June, the stock market ebbed once again, reflecting investors’ concerns about the twin risks of inflation and economic slowdown. and international stocks into bear market territory. Compared to the stock market, the volatility of the U.S. bond market was tame. Still, U.S. bonds lost 1.6%

Marketing 52

Marketing Marketing CFP Economics 52

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. The benefit: more interest income on cash and money market accounts. AGI impacts multiple other tax considerations.

Planning 143

Planning Retirement Planning Taxes Retirement 143

International College of Financial Planning

DECEMBER 4, 2023

In the ever-changing finance sector, the significance of a financial advisor cannot be overstated. As financial markets grow more intricate and client needs to diversify, particularly in India, the focus on a financial advisor’s qualifications have intensified.

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

Investing Caffeine

APRIL 3, 2023

Investors were generally relieved by the government’s response, and the financial markets reacted accordingly. For starters, SVB had a concentrated customer base of financially frail technology start-ups. With a weak stock market last year, many of the start-ups were bleeding cash (i.e., Slome, CFA, CFP ® Plan.

Banking 105

Banking Economy Economics Government 105

Investing Caffeine

JANUARY 2, 2024

For the full year, the bull market was on an even bigger stampede: S&P 500 +24%, NASDAQ +43%, and Dow +14%. In 2022, the stock market fell -19% (S&P) due to a spike in inflation. As you can see from the stock market cycles chart (below) that spans back to 1962, the average bull market lasts 51 months (i.e.,

Economy 98

Economy CFP Accounting Economics 98

Investing Caffeine

AUGUST 2, 2023

The stock market continued its fiery, blistering pace with the S&P 500 boiling higher by +3.1%, making the seven-month total gain of 2023 a spicy +20% (see chart below). Source: TradingEconomics.com Inflation Moving in the Right Direction After such a lousy 2022 in the financial markets, why such a searing return for 2023?

Marketing 52

Marketing Marketing Economy Sales 52

International College of Financial Planning

DECEMBER 23, 2023

Regulatory Framework Governing Financial Advisors In many countries, the financial sector is governed by stringent regulations. These regulations dictate who is qualified to offer professional financial advice, beyond merely sharing opinions on financial markets.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

JULY 10, 2023

If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Darrow Wealth Management

AUGUST 29, 2022

Investing during periods of volatility can be difficult, especially when markets seem arbitrary. Whether you’re a long-term investor trying to understand market moves or are concerned about your portfolio considering the downturn, here are nine charts every investor should see. Economic recessions vs the stock market.

Investments 91

Investments Investing Wealth Management CFP 91

Bell Investment Advisors

SEPTEMBER 2, 2022

Forrest Bell, CFP®. The global stock market rally that began in mid-June continued for the first few weeks of August, before fizzling out in the second half of the month. equity market rose nearly 5% on continued optimism for an upcoming pivot in the Fed’s interest rate hiking campaign. stock market fell.

Economics 52

Economics CFP Investment Advisor Financial Market 52

Bell Investment Advisors

JUNE 17, 2022

Forrest Bell, CFP®. The volatility which has dogged financial markets this year continued during May. stock market declined for several sessions until it was 5.5% stocks down about 19% from their early January high, right on the cusp of an official bear market. stock market almost back to where it began the month.

CFP 52

CFP Economy Investment Advisor Financial Market 52

Indigo Marketing Agency

JANUARY 24, 2024

Ron was also a guest on our founder Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. You can listen to our episode on Preparing to Sell Your Financial Advisory Firm here. Ron is regularly featured on broadcast media platforms such as Fox Business and Bloomberg as a prominent expert advisor and commentator.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Darrow Wealth Management

OCTOBER 10, 2022

Good news is hard to find in the financial markets this year. High-yield savings accounts and money markets. High-yield savings and money market accounts are currently offering rates between 2-3% annually. Consider a money market mutual fund for cash holdings in a brokerage account.

Accounting 75

Accounting Banking Certification Government 75

Indigo Marketing Agency

JANUARY 24, 2024

Ron was also a guest on our founder Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. You can listen to our episode on Preparing to Sell Your Financial Advisory Firm here. Ron is regularly featured on broadcast media platforms such as Fox Business and Bloomberg as a prominent expert advisor and commentator.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Investing Caffeine

MARCH 1, 2023

The stock market has stabilized and risen since last October (S&P +13.7%) but has also hit a temporary air pocket last month (-2.6%). We certainly could face the potential of turbulence and changing weather conditions, but that is always the case when you invest in the financial markets. Slome, CFA, CFP ® Plan.

Economy 59

Economy Economics License CFP 59

Sara Grillo

AUGUST 26, 2024

I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. They love to travel, bake, and swim.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Bell Investment Advisors

OCTOBER 5, 2022

Forrest Bell, CFP®. Investor optimism carried the global stock market higher during the beginning of September. Rate increases, however, raise the chance of a recession, a possibility now being priced in to the market as illustrated by September’s market drop. However, that optimism faded. in August to 8.3% Indeed, U.S.

Economy 52

Economy CFP Investment Advisor Marketing 52

International College of Financial Planning

SEPTEMBER 3, 2021

Who is a financial advisor or a certified financial planner? The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. Hire a Financial Advisor who is a CFP®.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

International College of Financial Planning

APRIL 20, 2022

Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

Darrow Wealth Management

NOVEMBER 20, 2023

Instead of selling your positions to cash and converting that, you can convert the market value of the funds. This way you won’t be out of the market or incur additional transaction costs. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Retirement 82

Retirement Distribution Taxes Accounting 82

Investing Caffeine

JUNE 1, 2022

I t was a stormy month in the stock market, but the sun eventually came out and the Dow Jones Industrial Average rallied more than 2,300+ points before eking out a small gain (up +0.04%) and the S&P 500 index also posted an incremental increase (+0.005%). Slome, CFA, CFP®. But there are clouds on the horizon. www.Sidoxia.com.

Economy 59

Economy Government Economics CFP 59

Investing Caffeine

FEBRUARY 1, 2023

Commentators continue to shout the doom-and-gloom forecasts of a hard landing recession, but after an economic hurricane in 2022 there are some signs the financial clouds have begun to lift this year. I like to compare bull markets to walking up stairs in a tall building, and bear markets to going down an elevator. 1, 2023).

Economy 59

Economy Economics CFP Investing 59

Investing Caffeine

JANUARY 3, 2023

Stock and bond market returns in 2022 were disappointing, but we now get to start 2023 with a clean slate. There is some good news and bad news as it relates to this year’s underwhelming stock market results (-19.4%). There is some good news and bad news as it relates to this year’s underwhelming stock market results (-19.4%).

Economy 59

Economy Transportation CFP Investments 59

Investing Caffeine

MAY 2, 2022

Last month was certainly painful for stock market investors. The good news is that after the stock market eventually bottomed (S&P 500) around each of these events, one year later, stock prices rebounded on average approximately +32% , and prices moved even higher in the following two years. Slome, CFA, CFP®.

Electronics 59

Electronics Economy CFP Government 59

International College of Financial Planning

MAY 1, 2023

To excel as a financial advisor, you need to possess a specific set of skills and qualities. Financial advisors who succeed are usually effective communicators, capable of clarifying complex financial concepts in easyto-understand language.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planning 52

Bell Investment Advisors

JUNE 29, 2023

Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. market rally we’re having.

Marketing 52

Marketing Marketing Banking Numbers 52

Investing Caffeine

AUGUST 2, 2024

There are many styles of investing, and many ways to make money in the stock market. Growth & Tech in Style The stock market has been on a one-way freight train riding on the coattails of large capitalization growth stocks, primarily technology stocks, especially those associated with technology and artificial intelligence (AI).

CFP 52

CFP Investments Investing Economy 52

Investing Caffeine

JANUARY 3, 2022

I n the face of an incredibly scary global pandemic, the stock market completed a phenomenal year (S&P 500 rocketed +27%) closing at a new all-time monthly record high, after also posting incredible results in 2020 (+16%) and 2019 (+29%). Naturally, the follow-on question I get most is, “What about next year?”

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Investing Caffeine

OCTOBER 1, 2024

There were a lot of injections, of the COVID vaccine variety, four years ago, but now the Federal Reserve is injecting some financial adrenaline through stimulative interest rate cuts. stock market, one might think there is nothing for investors to worry about. Slome, CFA, CFP® Plan. That’s not the case today.

Economy 52

Economy Economics Government CFP 52

Yardley Wealth Management

OCTOBER 6, 2021

Garry, Esquire, CFP©, MBA Founder & CEO. When it does, uncertainty has spiked as well, wreaking havoc on commerce, the economy, job markets, real estate, and financial markets. The post Is Inflation Haunting Your Dreams? appeared first on Yardley Wealth Management, LLC. Is Inflation Haunting Your Dreams? What We Know.

Wealth Management 52

Wealth Management Certification Economy CFP 52

Sara Grillo

APRIL 10, 2023

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing con We’ve got a great party crew here today. It is what one person determines with another person engaging in a market. So please subscribe!

Investing 52

Investing Investments CFP Financial Advisor 52

Investing Caffeine

MARCH 1, 2022

The significant volatility seen in the stock market recently from the Russian war/invasion of Ukraine is further evidence of how this fear dynamic can create short-term panics. If history repeats itself, this conflict will turn out to be another garden variety decline in the stock market and an opportunity to buy at a discount.

Economics 59

Economics Accounting Advertising CFP 59

Investing Caffeine

AUGUST 4, 2022

S o far, 2022 has been a volatile year in the financial markets, and as a result, investors have been on an emotional rollercoaster, questioning whether we are going into a recession, or are already in one? Ultimately, the stock market is forecasting how much worse or better will the economy become? Slome, CFA, CFP ®.

Economy 45

Economy Economics CFP Investments 45

Sara Grillo

NOVEMBER 14, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe! Are commissions bad?

Insurance 59

Insurance Retirement Financial Advisor License 59

Investing Caffeine

OCTOBER 2, 2023

Yes, it’s true, despite a dramatic surge in mortgage rates over the last few years, the housing market remains strong due to a very tight supply of homes available for sale. Slome, CFA, CFP® Plan. rate (see chart below). Rates Up, Housing Prices Up? is not that appealing. The S&P 500 index fell -4.9% for the month.

Economics 52

Economics Economy CFP Government 52

Investing Caffeine

APRIL 1, 2022

After a painful start to 2022, the stock market surged last month, with the S&P 500 index gaining a respectable +3.6%, while the technology-heavy NASDAQ index rose by +3.4%. Despite the Fed raising interest rates from 0% to 2.5%, the stock market increased dramatically over that timeframe. Slome, CFA, CFP®. www.Sidoxia.com.

Economy 59

Economy Economics Valuation Investments 59

Sara Grillo

AUGUST 14, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. She obtained her CFP designation in 2003.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52