The Big Picture

DECEMBER 12, 2022

My back-to-work morning train WFH reads: • The sneaky economics of Ticketmaster : Ticketmaster’s maligned fees and customer service issues are again under the microscope. Gen Z’s use of emojis, slang and punctuation is confusing older colleagues as workplace communications are increasingly online. Wall Street Journal ). •

Math 306

Math Economy Communication Economics 306

Abnormal Returns

MARCH 12, 2023

econbrowser.com) The economic schedule for the coming week. nytimes.com) Offices were built to facilitate communication. (tker.co) Five reasons why pundits continue to underestimate the economy including 'Covid's effects are weird and wild and hard to understand.' abnormalreturns.com) What you missed in our Saturday linkfest.

Financial Advising 246

Financial Advising Banking Startup Communication 246

Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Calculated Risk

OCTOBER 12, 2022

Participants noted that the Committee's commitment to restoring price stability, together with its purposeful policy actions and communications, had contributed to a notable tightening of financial conditions over the past year that would likely help reduce inflation pressures by restraining aggregate demand. emphasis added

Communication 145

Communication Economics Risk Management Management 145

Nerd's Eye View

APRIL 25, 2023

We conclude with why Ari feels grateful that the advisory business model is so successful, as it takes away the pressure to focus on the business economics and instead gives him more opportunities to connect with the human aspect of financial planning and create deep and meaningful relationships with the people around him and in his life.

Management 246

Management Financial Advisor Clients Ethics 246

The Big Picture

AUGUST 8, 2023

It is a “monthly measure of how unpredictable overall economic conditions are 1 month, 3 months, and 1 year ahead.” But “uncertainty” as that word is commonly used on Wall Street 1 seems to be correlated with concerns about faltering economic conditions and/or rising market volatility. And I am okay with that.

Distribution 246

Distribution Economics Communication Media 246

Nerd's Eye View

JULY 26, 2022

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

Abnormal Returns

MAY 19, 2023

bonddad.blogspot.com) Earlier on Abnormal Returns Podcast links: the economics of innovation. newsletter.abnormalreturns.com) Mixed media How AI can subtly influence you and your communications. (calculatedriskblog.com) The trucking industry is seeing a widespread downturn. podcasts.apple.com) Housing sales have bottomed. Have prices?

Financial Advising 130

Financial Advising Advertising Communication Media 130

Abnormal Returns

AUGUST 12, 2022

theverge.com) Economics 30 economics-related podcasts that Cardiff Garcia recommends. youtube.com) Bill Brewster talks with Tom Morgan, Director of Content and Communications at The KCP Group, the 'most interesting man in finance.' The biz Apple ($AAPL) is funding podcasts in search of new TV shows. Meir Statman.

Communication 130

Communication Food Economics Banking 130

The Big Picture

JULY 21, 2023

History shows that we don’t have to be satisfied with the economic and intellectual limits of the age in which we live ( Discourse ) • The Best Way to Save American Lives on the Road : France, unlike America, but like almost every other rich country on earth, has worked out how to make its roads safer. Don’t buy it.

Engineering 239

Engineering Valuation Communication Media 239

oXYGen Financial

SEPTEMBER 18, 2023

![CDATA[ For both individuals and businesses, seamless communication across borders is imperative in today's interconnected world. This is where the importance of accurate and timely translation becomes evident.

Economics 75

Economics Communication 75

Calculated Risk

JULY 5, 2023

Excerpt: The economic forecast prepared by the staff for the June FOMC meeting continued to assume that the effects of the expected further tightening in bank credit conditions, amid already tight financial conditions, would lead to a mild recession starting later this year , followed by a moderately paced recovery. emphasis added

Economics 122

Economics Communication Banking Economy 122

Nerd's Eye View

JUNE 27, 2023

And be certain to listen to the end, where Eric shares why, even though he experienced a lot of challenges in 2022, he is grateful for the opportunities it brought him as he feels it helped better his communication with his wife, how Eric came to realize that in building a business, the solution to challenges early on was to work harder, better, and (..)

Financial Advisor 217

Financial Advisor Clients Valuation Communication 217

Nerd's Eye View

AUGUST 22, 2024

As a starting point, providing a fee minimum on their website lets advisors communicate the lowest amount that would still be economically viable for them (and explaining that the fee may change based on complexity).

Planning 100

Planning Financial Advice Communication Clients 100

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. 3,4 This Week: Key Economic Data Monday: New Home Sales.

Marketing 105

Marketing Marketing Economics Taxes 105

The Big Picture

FEBRUARY 16, 2023

Washington Post ) but see also One plausible explanation for this too-good-to-be-true economy : The most plausible explanation of all is that the pandemic and subsequent recovery were so unusual that the normal rules of economics don’t apply. Everyone is looking at the same set of numbers and somehow coming to opposite conclusions.

License 147

License Economy Communication Numbers 147

Nationwide Financial

AUGUST 3, 2022

In economic terms, inflationary psychology essentially means consumers advance their purchases to offset future price increases. When shock events occur, predictable patterns of herd behavior, panic buying, and changes in economic behavior occur.

Economics 105

Economics Banking Communication Economy 105

David Nelson

OCTOBER 31, 2022

Led Zeppelin’s Communication Breakdown was the quintessential rock song with two lines of lyrics that set the tone for what’s taking place in the communication sector this year. Communication breakdown, it’s always the same Havin’ a nervous breakdown, a-drive me insane Every U.S. Look to China for a parallel.

Communication 98

Communication Math Economy Management 98

Nerd's Eye View

AUGUST 19, 2024

Because there is no single 'right' price, structure, or financing mechanism for every firm, getting clear on G1's financial goals, G2's ability to finance the deal, and the value of the firm (perhaps with the assistance of an external valuation service) can help ensure that all parties are clear on what the succession will look like and whether it (..)

Planning 130

Planning Risk Tolerance Clients Valuation 130

Calculated Risk

OCTOBER 30, 2022

In our view, based on the median policy rate path as expressed in the September SEPs and communication from some FOMC participants like San Francisco Fed President Mary Daly, the committee is likely to engage in a debate on the appropriateness of slowing the pace of policy rate hikes beginning in December. June 2022 1.5 in September.

Communication 138

Communication Banking Economy Economics 138

Calculated Risk

JULY 3, 2024

In discussing their individual outlooks for the target range for the federal funds rate, participants emphasized the importance of conditioning future policy decisions on incoming data, the evolving economic outlook, and the balance of risks. emphasis added

Transportation 90

Transportation Communication Food Economics 90

Mish Talk

DECEMBER 13, 2022

The indexes for shelter, communication, recreation, motor vehicle insurance, education, and apparel were among those that increased over the month. The energy index decreased 1.6 percent over the month as the gasoline index, the natural gas index, and the electricity index all declined. The index for all items less food and energy rose 0.2

Food 195

Food Medical Communication Education 195

Cornerstone Financial Advisory

FEBRUARY 5, 2024

3 This Week: Key Economic Data Monday: ISM Services Index. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. Your mental health influences how you communicate with others, perform at work, and feel about yourself. EIA Petroleum Report.

Marketing 104

Marketing Marketing Taxes Economics 104

Investment Writing

MAY 7, 2024

Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” You must also ensure that the diverse group can communicate freely so don’t get an echo chamber. I can think of no better resource for superior financial writing.”

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

Cornerstone Financial Advisory

JANUARY 29, 2024

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Core inflation was 3.2%

Marketing 105

Marketing Marketing Economics Taxes 105

Calculated Risk

SEPTEMBER 17, 2023

On the meeting this week from BofA: " We expect the Fed to stay on hold at the September FOMC meeting , consistent with recent Fed communications and current market pricing. The biggest focus of the September meeting should be the updated Summary of Economic Projections (SEP). Economic projections will be released at this meeting.

Banking 115

Banking Economics Economy Communication 115

Cornerstone Financial Advisory

OCTOBER 23, 2023

Yields rose after traders speculated that strong economic data might persuade the Fed to raise rates. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. 6,7 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI). Durable Goods Orders.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. 4 This Week: Key Economic Data Tuesday: Leading Indicators.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 30, 2023

Economic data released on Thursday showed remarkable economic strength, with above-consensus forecast growth in third-quarter Gross Domestic Product (GDP) and September’s durable goods orders, with only a minor uptick in initial jobless claims. 5 This Week: Key Economic Data Wednesday: FOMC Announcement. Jobless Claims.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

JANUARY 16, 2024

A Tale Of Two Inflation Reports The biggest economic news last week was fresh inflation data. 6,7,8 This Week: Key Economic Data Tuesday: Empire State Manufacturing Index. Source: Investor’s Business Daily, Econoday economic calendar; January 10, 2024 The Econoday economic calendar lists upcoming U.S. Housing Starts.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 31, 2022

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth. Economic Growth Exceeds Expectations. This Week: Key Economic Data. The Nasdaq Composite index added 2.24% for the week.

Marketing 105

Marketing Marketing Economics Taxes 105

Nerd's Eye View

MARCH 26, 2024

In this episode, we talk in-depth about how Michael maintains his ongoing $5K/month marketing spend with a process that has an ultimate failure rate of 95% because the financial ROI on the prospects that do close continues to make sense (and he is ultimately not afraid of sorting through the No's to find the right Yes's for WinCap), how Michael supports (..)

Financial Advisor 130

Financial Advisor Clients Wealth Management Communication 130

Cornerstone Financial Advisory

MARCH 4, 2024

1 Economic news also helped boost markets. 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. 3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales. Tuesday: Factory Orders.

Marketing 101

Marketing Marketing Economics Taxes 101

NAIFA Advisor Today

DECEMBER 14, 2022

Suzanne Carawan is the Vice President of Marketing and Communications at The National Association of Insurance and Financial Advisors (NAIFA), the premier professional home for agents and advisors. She has more than a decade of experience working in fast-growth tech companies in social networking, events, CRM, and virtualization.

Wealth Accumulation 80

Wealth Accumulation Insurance Communication Financial Advisor 80

Calculated Risk

MAY 24, 2023

debt ceiling and communication from several Federal Reserve officials last week, which sent Treasury yields higher, along with mortgage rates. Economic data released over the past week have also pointed to a still-resilient economy. Added Kan, “Investors remained attuned to the uncertainty around the U.S.

Communication 98

Communication Economy Economics Sales 98

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. A downward revision of Q2 economic growth and fresh signs of a cooling labor market reversed the recent rise in bond yield.

Marketing 105

Marketing Marketing Economics Taxes 105

BlueMind

OCTOBER 25, 2022

When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. Good communication is the key to a successful advisor-client relationship.

Risk Management 97

Risk Management Clients Risk Tolerance Management 97