Abnormal Returns

APRIL 9, 2024

(ft.com) Why Goldman Sachs ($GS) wants to help clients launch ETFs. wsj.com) Economy State coincident indicators show continued economic strength. wsj.com) Economy State coincident indicators show continued economic strength. ritholtz.com) The links between the stock market and economy are tenuous.

Financial Advising 263

Financial Advising Manufacturing Economy Media 263

The Big Picture

DECEMBER 1, 2022

I have been fairly vocal that inflation has peaked , the Fed has already overtightened, and they run the risk of doing too much economic damage fighting a demon that has already been exorcised. But my job is not to give the Fed policy advice, it is instead to provide clients with insight and investment advice. to closer to 5%.

Economy 295

Economy Economics Valuation Marketing 295

Abnormal Returns

NOVEMBER 23, 2022

cbsnews.com) Economy Is crude oil losing its salience as an economic indicator? awealthofcommonsense.com) What falling tax withholding numbers say about the state of the economy. bonddad.blogspot.com) What does the Taylor Swift ticket situation tell us about the economy? wapo.st) How long will consumer spending hold up?

Financial Advising 245

Financial Advising Advertising Economy Economics 245

Nationwide Financial

OCTOBER 25, 2022

Nationwide Economics expects consumer inflation to remain highly elevated into 2023 while gradually slowing over the next year. Interest rates are expected to remain higher next year and into 2024 to prevent a renewed surge in prices, even with an economic downturn likely in 2023. How could the midterm elections affect the economy?

Clients 116

Clients Management Government Economy 116

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 269

Financial Advising Media Economy Economics 269

Zoe Financial

APRIL 7, 2025

Economic Update: Market reaction: The sell-off reflects uncertainty, not full confidence that the tariffs will hold negotiations are expectedarket reaction: The sell-off reflects uncertainty, not full confidence that the tariffs will hold negotiations are expected. Economies and markets fluctuate. imports from 2.3%

Marketing 81

Marketing Marketing Risk Tolerance Financial Advisor 81

The Big Picture

JANUARY 1, 2024

Barron’s ) • Ten Economic Questions for 2024 : The purpose of these questions is to provide a framework of how the U.S. economy will likely perform in 2024, and if there are surprises – like in 2020 with the pandemic – to adjust my thinking. trillion dollar in client assets. Stay invested.

Distribution 273

Distribution Economy Clients Management 273

The Big Picture

SEPTEMBER 19, 2022

How people behave around financial decisions is important; what cognitive issues affect their thought process helps me give better advise to clients; last, how economic behavior impacts the markets and the economy affects us all. FOMO & TINA are really just “Fear & Greed” in another guise.

Retail 332

Retail Accounting Economy Numbers 332

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

The Big Picture

JULY 12, 2023

The fact that weakness in housing was followed by weakness in manufacturing and then a few layoffs in tech doesn’t mean a thing if the overall economy continues booming. trillion dollar in client assets. Rolling recessions do not exist. Their spending makes up about one-tenth of US GDP.

Insurance 244

Insurance Distribution Economics Consulting 244

Zoe Financial

JANUARY 28, 2025

Zoe Financial is not an accounting firm – clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

The Big Picture

JULY 27, 2022

I have detailed over the past decade or so the lagging nature of wages in America — deflationary in economic terms — and how that had begun to change in the late 2010s pre-pandemic. Consider the chart up top (it’s from an RWM client-only quarterly call). Yes, I understand just how ridiculous that sentence is.

Medicine 331

Medicine Numbers Food Insurance 331

Brown Advisory

SEPTEMBER 13, 2023

The Equity Beat: Can the Swift Economy Remain on Stage? economic impact of the Eras tour at close to $5 billion. economy afloat this summer! Gilmore published an article in the Harvard Business Review titled, “Welcome to the Experience Economy”. cities over the past few months. In 1998, co-authors and economists B.

Economy 98

Economy Clients Economics Investing 98

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 278

Wealth Management Banking Financial Services Management 278

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

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

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

Zoe Financial

MARCH 3, 2025

Economic Update: Retail Sales: Weaker than expected in January. Economic Surprise Index: Declined over the last 4-5 weeks from high levels. Outlook: Economy is in a soft patch, but if policy and geopolitical risks remain stable, markets could digest recent volatility. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

MARCH 24, 2025

Economic Update: Federal Reserve: Held rates steady at 4.25%4.50% Cited rising uncertainty around the economic outlook due to tariffs and slowing growth. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

MARCH 10, 2025

Economic Update: Tariffs & Consumption Impact: Proposed tariffs would affect 18% of U.S. Market Uncertainty: Investors are weighing whether this is a market correction or early signs of a recession as economic data shifts. Economies and markets fluctuate. imports, reaching levels seen in the 1930s. Stay tuned for next week.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors.

Clients 299

Clients Wealth Management Banking Investing 299

Nationwide Financial

MARCH 1, 2023

Recessions often arrive unexpectedly, even for investors tuned in to the latest economic news. As a financial professional, keeping your clients on track toward their goals is a key mandate, especially in times of recession or market upheaval. What guidance can you offer your clients when they ask how to prepare for a recession?

Clients 72

Clients Retirement Risk Tolerance Asset Allocation 72

Zoe Financial

NOVEMBER 11, 2024

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Taxes Financial Advisor 52

Zoe Financial

FEBRUARY 3, 2025

Economic Update: Q4 Real GDP: Grew 2.3% Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. And in my summer in between I worked for Mayor Daley in Chicago on economic development issues. Alright, so, so you go from public finance, how did you evolve towards co-head of innovation economy? Imagine what that was like. Melissa Smith : Sure.

Banking 130

Banking Economy Startup Marketing 130

Zoe Financial

FEBRUARY 24, 2025

Economic Update: Walmart Earnings : Reported lower-than-expected sales guidance, indicating potential weakness in U.S. 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. for the year.

Marketing 52

Marketing Marketing Healthcare Taxes 52

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

Zoe Financial

JANUARY 20, 2025

Economic Update: Core CPI: Dropped to 3.2% Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Taxes Economics 52

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

Zoe Financial

DECEMBER 16, 2024

Economic Updates: CPI Core data (excludes food & energy): rose by 0.3% 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. It accounts for 2.2% for the third consecutive month.

Marketing 52

Marketing Marketing Accounting Taxes 52

Zoe Financial

JANUARY 6, 2025

Will the economy avoid a recession? PMI and ISM data will offer an overall snapshot of the economys performance. 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 Economy 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

Bell Investment Advisors

AUGUST 2, 2023

Bureau of Economic Analysis showed the domestic economy grew at an inflation-adjusted pace of 2.4% The most economically sensitive industries saw the strongest stock price gains. That served our clients well. The post The Economy Continues to Look Good appeared first on Bell Investment Advisors.

Economy 52

Economy Valuation Investment Advisor Economics 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

NOVEMBER 18, 2024

Economic Updates: October Consumer Price Index (CPI) came in at 2.6%. economy, comments from Federal Reserve Chairman suggest they may not lower interest rates as quickly as previously anticipated. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Up 23% YTD.

Marketing 40

Marketing Marketing Taxes Economics 40

Investing Caffeine

JULY 1, 2024

Ever since the Federal Reserve went on a crusade to increase interest rates and slow the progression of inflation at the beginning of 2022, investors have been cheering for a Goldilocks-type of economic “soft landing.” move thanks to the contribution of older economy stocks. Last month, this narrative remained intact.

Economics 52

Economics Marketing Marketing Food 52

Nerd's Eye View

SEPTEMBER 28, 2022

Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households.

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130