Indigo Marketing Agency

MARCH 14, 2023

As a financial advisor, it’s crucial to effectively communicate this event to your clients to help them understand the potential impact it may have on their investments and overall financial well-being. Proactive communication is good client service. Staying in touch results in fewer phone calls and panicked clients.

Communication 98

Communication Banking Clients Financial Advisor 98

Nationwide Financial

JUNE 15, 2023

Things are as complicated as ever for financial professionals and their clients. That’s why at Nationwide Financial, we gather and share insights from our in-house thought leaders to help simplify what’s happening in the economy to help financial professionals shed light on potential opportunities in the financial markets.

Clients 59

Clients Economy Economics Retirement 59

Nationwide Financial

DECEMBER 6, 2022

The rise in market turbulence and economic uncertainty has sparked a jump in investor anxiety. As a financial professional, your objective guidance can help anxious clients keep a long-term perspective and avoid the kind of emotional reaction that can take them off-course from their financial goals. economic downturn in 2023.

Clients 98

Clients Retirement Economics Planning 98

The Big Picture

APRIL 27, 2023

I have been putting together my Q2 quarterly client call, and impatiently waiting for two last data points to show: State Coincident Indicators and Q1 GDP. Together they paint a fascinating picture of an economy robust enough to withstand the fastest set of rate increases in history, but also one that is showing signs of slowing.

Economy 299

Economy Economics Banking Numbers 299

Abnormal Returns

JANUARY 5, 2024

(visualcapitalist.com) Strategy How to read all those market and economic forecasts. msn.com) Hedge funds are losing favor among financial advisers and their clients. etf.com) Economy The December NFP report showed continued payroll growth and a 3.7% morningstar.com) A look at different variants of the 60/40 portfolio.

Financial Advising 208

Financial Advising Media Economy Economics 208

Nationwide Financial

JANUARY 19, 2023

Due to inflation concerns, clients may hold onto large portions of their assets in cash, which could adversely affect their financial plans. Something that’s likely on your clients’ minds this year: inflation. With the annual reading for 2022 rounding out at 6.5% 1 , we’re seeing inflation at it’s highest overall since the 1980s.

Clients 52

Clients Planning Financial Planning Investing 52

The Big Picture

OCTOBER 18, 2022

At the beginning of each quarter, I prepare a short but in-depth conference call for RWM clients. Sure, RRE/CRE is a huge part of the economy, so its health is always important. But for the purposes of our discussion about the state of the economy and rising interest rates, Real Estate is where the rubber meets the road.

Budgeting 363

Budgeting Economy Taxes Economics 363

Steve Sanduski

AUGUST 21, 2023

In a Nutshell: Referrals can be an important part of fixing the organic growth problem that has stalled many firms since the economy cooled. But if you’re just waiting around for clients to sing your praises to friends and family, you might be waiting forever.

Clients 52

Clients CFP Marketing Marketing 52

Mish Talk

DECEMBER 5, 2022

Please consider the November 2022 Services ISM ® Report On Business ® Economic activity in the services sector grew in November for the 30th month in a row — with the Services PMI ® registering 56.5 Contributing to the decline was a steeper decrease in new orders, as domestic and foreign client demand remained weak. percent, 2.4

Economy 190

Economy Manufacturing Economics Healthcare 190

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. Create a Trust .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Brown Advisory

MAY 25, 2021

Economy: Risks & Recommendations ajackson Tue, 05/25/2021 - 08:12 Our new report, “Inflation in the U.S. Economy: Risks & Recommendations”, by Sid Ahl, Taylor Graff and Tom Graff is now available. We hope it is helpful and instructive for our clients and friends with an interest in major market themes and investment insights.

Economy 52

Economy Clients Economics Portfolio 52

Brown Advisory

MAY 25, 2021

Economy: Risks & Recommendations. Economy: Risks & Recommendations”, by Sid Ahl, Taylor Graff and Tom Graff is now available. In it, we review the inflation risks and opportunities that we are monitoring in today’s markets, and how we are positioning our clients’ balanced portfolios in response. Inflation in the U.S.

Economy 52

Economy Clients Economics Portfolio 52

Nationwide Financial

MAY 16, 2023

With most balance sheets for consumers and businesses in a solid state, Nationwide Economics is anticipating a moderate downturn later this year. KB: With a recession likely in the coming year, Nationwide Economics expects the unemployment rate to rise as businesses cut costs in response to reduced sales and recessionary impacts.

Economics 52

Economics Retirement Clients Retirement Planning 52

Zoe Financial

OCTOBER 28, 2024

The economy shows no signs of entering a recession, leading to expectations of rising rates alongside economic growth projections. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate.

Marketing 40

Marketing Marketing Taxes Economics 40

Brown Advisory

AUGUST 24, 2023

Asked if he is seeing a lot of activity driven by economic stimulus like the Inflation Reduction Act, Mick said he is really seeing the impact of the new U.S. Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

Asked if he is seeing a lot of activity driven by economic stimulus like the Inflation Reduction Act, Mick said he is really seeing the impact of the new U.S. Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients.

Economy 52

Economy Portfolio Management Clients Portfolio 52

The Big Picture

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. 2 Regardless, something is amiss.

Media 350

Media Economy Economics Wealth Management 350

Investing Caffeine

OCTOBER 1, 2024

Economy Strong, So Why Cut Now? Before the Fed’s last action a couple weeks ago, the last Fed rate cut occurred in 2020 (a -1.50% cut) in the midst of a global pandemic with the aim of boosting financial activity while the brick-and-mortar economy had effectively been shut down. a couple years ago to 2.5% level last year).

Economy 52

Economy Economics Government CFP 52

Zoe Financial

OCTOBER 21, 2024

With the Fed starting to lower rates, the critical question is whether the economy will hold up. Last week provided tailwinds to the markets as economic growth is increasing slightly better than expected, corporate profits continue to impress, and Fed policy remains consistent. Economies and markets fluctuate.

Marketing 40

Marketing Marketing Economics Taxes 40

Zoe Financial

SEPTEMBER 30, 2024

The Fed’s rate cuts, cooling inflation, and a strong economy fuel market growth. Economic Updates: The PCE index (a key inflation measure) rose 2.2% With the economy growing at 3%, inflation under 3%, and unemployment below 5%, the outlook remains positive. Economies and markets fluctuate.

Marketing 40

Marketing Marketing Economy Taxes 40

Zoe Financial

OCTOBER 7, 2024

Economic Updates: U.S. The Fed will not have to cut as much because the economy is not facing a recession but a slowdown. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate.

Marketing 40

Marketing Marketing Taxes Economics 40

The Big Picture

JULY 22, 2023

His clients include some of the world’s largest hedge funds, family offices, and institutional investors. Mian studied finance and economics at the University of Western Ontario and is a CFA and CMT charter holder. Rate sensitivity in the US economy is historically low. Jawad Mian Favorite Books The Screwtape Letters by C.S.

Economy 130

Economy Economics Banking Clients 130

The Big Picture

OCTOBER 28, 2023

New York Times ) • How creators became an economic juggernaut and the new American Dream : Millions have ditched traditional career paths to work as online creators and content-makers, using their computers and phones to amass followers and build businesses whose influence now rivals the biggest names in entertainment, news and politics.

Wealth Management 273

Wealth Management Financial Services Banking Management 273

Zoe Financial

OCTOBER 15, 2024

Economic Updates: September PPI (Producer Price Index) was flat MoM, coming in lower than expected and easing market concerns about inflation. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Nasdaq was also up, 1.1%.

Marketing 40

Marketing Marketing Taxes Economics 40

James Hendries

OCTOBER 4, 2022

There will be some challenges ahead for the economy as the Federal Reserve (Fed) continues to raise rates to control inflation. We believe the Fed is doing the right thing for the long-term health of the economy, but it does increase near-term economic risks. in August of this year. At the same time, inflation is decelerating.

Clients 52

Clients Investment Advisor Economy License 52

Zoe Financial

JULY 8, 2024

Economic Updates: ISM: both Manufacturing PMI & Service PMI disappointed. economy is driven by the services industry, signaling that the U.S. economy is seeing some cooling. How can the market go up while the economic data is cooler? As the economy cools, expectations for lower interest rates have gone up.

Marketing 40

Marketing Marketing Economics Economy 40

James Hendries

DECEMBER 12, 2022

Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the potential to disrupt the balance of our lives. LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year.

Clients 52

Clients Economy Investment Advisor License 52

The Big Picture

NOVEMBER 13, 2023

Wired ) see also How Social Media Shapes Economic Perception : tiktok, inflation vs jobs, and discontent. Wall Street Journal ) • Investors shake up VC market by raising money to buy out start-ups : Aim is to take advantage of economic headwinds to acquire promising businesses at a discount. trillion in client assets.

Media 130

Media Assets Food Economics 130

Zoe Financial

MAY 20, 2024

Economic Updates: The economy is slowing: we see this on the advanced estimate of Q1 GDP, purchasing managers index, the PMI index, April’s job numbers, and last week’s jobless claims all indicate that the economic growth is slowing down. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

MAY 12, 2024

Economic Updates: The economy is slowing: we see this on the advanced estimate of Q1 GDP, purchasing managers index, the PMI index, April’s job numbers, and last week’s jobless claims all indicate that the economic growth is slowing down. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

APRIL 8, 2024

Economic Updates: Stock market concerns around comments from the Federal Reserve members dampening expectations of when they will lower interests if inflation doesn’t continue to come down. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. year over year.

Marketing 52

Marketing Marketing Taxes Economics 52

James Hendries

NOVEMBER 3, 2022

Some recent softening in economic data, coupled with signals from the bond market, may be indicating that Fed policymakers’ concerted inflation fight may be closer to the end than the beginning. We should also have slowing corporate earnings growth and greater economic uncertainty to contend with, some formidable seas to navigate.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

Zoe Financial

JULY 15, 2024

Economic Updates: CPI index did better than expected. Commentary from Fed chairman giving credence that at some point interest rates will lower if economy and inflation continues to cool off. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. for the week.

Marketing 40

Marketing Marketing Taxes Economics 40

The Big Picture

OCTOBER 26, 2022

There is a rosy projection for the US economy. Economic Outlook: Rubber Bands on a Watermelon : With enough pressure, the watermelon *will* explode. The decision to leave unleashed serious economic aftershocks, which were impossible to ignore or paper over indefinitely. in client funds. Bloomberg ). Bloomberg ).

Banking 130

Banking Economy Economics Retail 130

Abnormal Returns

JUNE 11, 2023

vulture.com) The co-working business is diversifying its client base. nytimes.com) Economy How will the fertility crisis affect GDP growth? axios.com) The economic schedule for the coming week. (axios.com) Barron's surveys the online brokerage landscape. barrons.com) Companies The streaming business model is broken.

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

James Hendries

AUGUST 15, 2022

economy contracted for the second straight quarter. The rule of thumb is two quarters of negative GDP defines a recession, but the official definition by the National Bureau of Economic Research is broader than that. Given the slowing economy, intense cost pressures, and a strong U.S. All index data from FactSet.

Clients 52

Clients Marketing Marketing Valuation 52

Zoe Financial

SEPTEMBER 23, 2024

Economic Updates: The Commerce Department reported retail sales rose 0.1% Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate. MoM, higher than expected. Core PCE is expected to be 2.7%.

Marketing 40

Marketing Marketing Taxes Economics 40