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 Numbers 363

Abnormal Returns

DECEMBER 31, 2024

heathercoxrichardson.substack.com) Economy The October Case-Shiller numbers showed a 3.6% abnormalreturns.com) Adviser links: client feedback. (pbs.org) Jimmy Carter pushed conservation measures, especially in Alaska (politico.com) Jimmy Carter's career was focused on expanding human rights, broadly defined. Well, you should.

Media 167

Media Economy Numbers Economics 167

The Big Picture

FEBRUARY 22, 2023

I do a quarterly update for RWM clients that covers the economy, the markets, and our portfolios every three months. It’s broad and is driven in large part by real-time events, along with the questions clients ask.

Clients 311

Clients Economy Portfolio Marketing 311

Abnormal Returns

FEBRUARY 4, 2025

(nytimes.com) Economy The December JOLTS report was 'mildly positive.' abnormalreturns.com) Adviser links: meeting clients where they are. bonddad.blogspot.com) Consumers are skeptical that inflation is tamed. mrzepczynski.blogspot.com) Earlier on Abnormal Returns Research links: saving for the future.

Wealth Management 157

Wealth Management Media Economy Clients 157

Abnormal Returns

JULY 3, 2024

axios.com) What former Vanguard OCIO clients should expect. axios.com) Economy Weekly initial unemployment claims are ticking higher. (behaviouralinvestment.com) Finance A lot of loans got repriced in 2024, so far. blogs.cfainstitute.org) Startups Half of VC funding in Q2 went to AI-related startups.

Startup 271

Startup Financial Advising Media Economy 271

The Big Picture

JANUARY 29, 2024

We will be meeting with both clients and potential clients. We also will take the opportunity to discuss the state of the markets and the economy and what it means for your investments. Michael Batnick and are coming down with some of our colleagues on March 4th-6th. I’ll be in town from March 4th through the 6th.

CFP 52

CFP Financial Planning Clients Economy 52

Nationwide Financial

OCTOBER 25, 2022

How could the midterm elections affect the economy? With all the uncertainty around the election outcomes, it’s hard to say what the impact on the economy will be after Election Day. That has helped sustain the economy through the COVID recovery, but seems unlikely to continue under divided government. See chart below.)

Clients 116

Clients Management Government Economy 116

Abnormal Returns

JUNE 24, 2024

youtube.com) Callie Cox talks with Jeff Benjamin about her new role at Ritholtz Wealth and the state of the markets and economy. downtownjoshbrown.com) How financial advisers can help clients combating the disposition effect. Podcasts Josh Brown and Michael Batnick talk digital assets with Ric Edelman.

Financial Advising 270

Financial Advising Assets Retirement Economy 270

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may unfold, even along the shortest time frames, is the default.

Economics 246

Economics Marketing Marketing Economy 246

Abnormal Returns

SEPTEMBER 25, 2023

Cash Advisers are seeing more clients interested in cash. bloomberg.com) Global Greece's economy is booming. ft.com) Economy These coincident indicators are not screaming recession. etf.com) Higher yields are going to be a headwind for risky asset classes. ft.com) Betterment is closing two of its crypto strategies.

Financial Advising 273

Financial Advising Startup Economy Media 273

Nerd's Eye View

OCTOBER 7, 2022

The SEC has brought charges against a former broker who sold his practice to an individual who ended up defrauding the seller’s clients. Why it is important for firms to create a formal client feedback system and the most important questions to ask on client surveys. Enjoy the ‘light’ reading! Read More.

Financial Planner 245

Financial Planner Retirement Planning Retirement Economy 245

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 261

Financial Advising Manufacturing Economy Media 261

Abnormal Returns

SEPTEMBER 17, 2023

Finance Goldman Sachs ($GS) want to sell HNW clients a piece of a sports franchise. longreads.com) Populism is bad for a country's economy. marginalrevolution.com) Economy Shouldn't there be more layoffs by now? frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think.

Financial Advising 283

Financial Advising Valuation Economy Economics 283

Abnormal Returns

OCTOBER 2, 2024

axios.com) Fidelity just raised a $250 million venture capital fund for clients. bnnbloomberg.ca) Economy Don't dismiss the effect of inflation on a big portion of the populace. (bloomberg.com) Venture capital OpenAI just raise a $6.6 billion round. advisorperspectives.com) Venture capital firm CRV is giving back capital to investors.

Financial Advising 274

Financial Advising Startup Manufacturing Media 274

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 244

Economics Marketing Marketing Valuation 244

Abnormal Returns

MARCH 14, 2024

axios.com) Clients are asking advisers about crypto. sportico.com) Economy Still no sign of a sustained pickup in initial unemployment claims. Crypto How Grayscale nabbed the coveted $BTC ticker. wsj.com) Finance Swearing on company conference calls is on the rise. ft.com) ARMs are no longer a bargain.

Financial Advising 284

Financial Advising Media Food Economy 284

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 246

Valuation Economics Economy Marketing 246

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 304

Economy Economics Banking Numbers 304

Nerd's Eye View

MARCH 29, 2024

Also in industry news this week: With the new “T+1” rules for trade settlements will go into effect in late May, the SEC has issued a risk alert for broker-dealers and RIAs outlining the requirements they face and areas of focus for the regulator during upcoming examinations A recent survey suggests that while client satisfaction with their (..)

Financial Planner 244

Financial Planner Insurance Coverage Financial Advisor Communication 244

The Big Picture

JANUARY 1, 2024

economy will likely perform in 2024, and if there are surprises – like in 2020 with the pandemic – to adjust my thinking. Calculated Risk ) see also It’s okay to be optimistic about the economy next year : A recession didn’t come in 2023 and it might not in 2024, either. ( trillion dollar in client assets.

Distribution 273

Distribution Economy Clients Investments 273

Calculated Risk

FEBRUARY 21, 2024

This now marks the lengthiest period of declining billings since 2010 , although it is reassuring that the pace of this decline is less rapid and the broader economy showed improvement in January,” said Kermit Baker, PhD, AIA Chief Economist. Any score below 50.0 indicates decreasing business conditions.

Economy 309

Economy Investing Investments Clients 309

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

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Indigo Marketing Agency

FEBRUARY 19, 2025

5 Proven Marketing Strategies for Financial Advisors to Boost Client Acquisition In her classic hit song Nothing Can Come Between Us, Sade was right when she sang, Its about trust. Host Educational Webinars Webinars are a powerful way for financial advisors to connect with potential clients and build trust. Authenticity is key.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Abnormal Returns

JANUARY 5, 2024

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% (priceactionlab.com) Hedge funds David Tepper's Carolina Panthers are at the bottom of the NFL. Good thing his hedge fund is performing well. unemployment rate.

Financial Advising 267

Financial Advising Media Economy Economics 267

The Big Picture

DECEMBER 1, 2022

But my job is not to give the Fed policy advice, it is instead to provide clients with insight and investment advice. Inflation is vanquished, the economy makes a soft landing, rainbows and sprinkles and unicorns! Parts of the economy suffer – notably residential real estate, new job creation, and consumer spending.

Economy 295

Economy Economics Valuation Marketing 295

Abnormal Returns

FEBRUARY 14, 2023

thinkadvisor.com) Economy Consumer inflation is still decelerating. calculatedrisk.substack.com) Derek Thompson and Conor Sen talk about the 'yo-yo economy.' abnormalreturns.com) Adviser links: client confidence. (papers.ssrn.com) Converting a mutual fund to ETF does not guarantee success.

Investments 246

Investments Investing Financial Advising Economy 246

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. But thats not even the biggest challenge you face with winning more clients.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

Elevating Your Business

FEBRUARY 2, 2023

it's a program called Book MORE Clients. The post 251 Small Business Marketing Tips in a Bad Economy appeared first on Female Financial Advisor Coach. Start by productizing your services. It's not consulting or coaching. Include images of the thin books (vs.

Economy 93

Economy Marketing Marketing Financial Advisor 93

Nerd's Eye View

OCTOBER 2, 2023

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Nerd's Eye View

MAY 22, 2024

Further, critics of non-compete agreements argue that they restrict dynamism in the overall economy by making it harder for businesses to hire (as the pool of applicants will be smaller in industries where non-competes are prevalent ), and for employees subject to non-competes to start new companies.

Financial Advice 246

Financial Advice Commission Clients Financial Advisor 246

Brown Advisory

SEPTEMBER 13, 2023

The Equity Beat: Can the Swift Economy Remain on Stage? No less an authority on the economy than the Federal Reserve stated, “May was the strongest month for hotel revenue in Philadelphia since the onset of the pandemic, in large part due to an influx of guests for the Taylor Swift concerts in the city.” economy afloat this summer!

Economy 98

Economy Clients Economics Investments 98

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

Advisor Perspectives

JULY 17, 2023

economy will continue to drive market volatility. Doug will discuss bond alternatives, like fixed-rate annuities, to diversify and de-risk client portfolios. Uncertainty around the direction of inflation, interest rates, and the U.S. Doug Wolff, the CEO of Security Benefit – a leader in the U.S.

Clients 96

Clients Portfolio Retirement Economy 96

Abnormal Returns

NOVEMBER 21, 2022

institutionalinvestor.com) Economy Why this yield curve inversion is different than the prior two. ritholtz.com) Earlier on Abnormal Returns Adviser links: setting client expectations. (ft.com) The VC money in crypto startups isn't looking great right now. washingtonpost.com) Are we measuring housing inflation all wrong?

Financial Advising 241

Financial Advising Startup Manufacturing Media 241

Advisor Perspectives

JULY 26, 2023

Wealth managers must understand their clients' online behavior. Though we know them in some ways, we cannot assume their online behavior mimics what we know about them from past interactions.

Economy 98

Economy Wealth Management Clients Management 98

Nationwide Financial

SEPTEMBER 27, 2022

Many Hispanic clients are seeking help around maximizing Social Security benefits. While Hispanic Americans share many of the same financial goals and concerns as all Americans, there are some key distinctions that financial professionals can focus on to help their Hispanic clients build greater financial confidence and security.

Clients 98

Clients Retirement Planning Retirement Planning 98