Your Richest Life

FEBRUARY 24, 2025

Federal Reserve Chair Jerome Powell said that the economy is in a good place right now, and with inflation rates creeping back up , there is no reason to make another cut at this time. Future cuts will depend on inflation and the strength of the economy as the year goes on. 2025 Inflation creeps up The U.S.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Integrity Financial Planning

DECEMBER 11, 2023

Over the past 10 years, a 60/40 portfolio was the go-to for many folks putting together their portfolios, and there are many sources out there that still recommend this plan. And while this strategy does have its merits, it can have some flaws in certain economic situations. [1] So, the 60/40 portfolio was seeing tremendous growth!

Portfolio 97

Portfolio Economy Financial Guidance Financial Planning 97

Integrity Financial Planning

MARCH 28, 2023

Our current economic situation is complex and, in some ways, unprecedented. Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. Changes in the Global Economy For many years the world has been growing economically.

Retirement 88

Retirement Marketing Marketing Retirement Planning 88

Integrity Financial Planning

DECEMBER 13, 2022

The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008. [1] However, this dip may be temporary; an economic recovery isn’t out of the picture in the future. 1] [link]. [2] 2] [link]. [3] 3] [link]. [4] 4] [link]. [5] 5] [link]. [6]

Financial Planning 97

Financial Planning Accounting Economy Retirement 97

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. The record-high credit card debt presents a significant challenge for both individuals and the economy.

Financial Planning 59

Financial Planning Planning Financial Advisor Budgeting 59

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. The record-high credit card debt presents a significant challenge for both individuals and the economy.

Financial Planning 52

Financial Planning Planning Financial Advisor Budgeting 52

Integrity Financial Planning

DECEMBER 19, 2022

However, the 2022 economy has brought the classic 60/40 allocation strategy into question as both the stock and bond markets dip at the same time. 2] With high inflation, rising interest rates, and economic uncertainty, stocks have taken a knock in 2022, falling by nearly 23%. [3] Yo-yo Stock Markets. Sinking Bond Markets. 1] [link].

Portfolio 91

Portfolio Retirement Accounting Economy 91

Walkner Condon Financial Advisors

JANUARY 30, 2024

One definition , according to a speech delivered by Tom Barkin, the President of the Federal Reserve Bank of Richmond, is “where inflation completes its journey back to normal levels while the economy stays healthy”. One might then wonder 1) what are normal inflation levels and 2) what defines a healthy economy. during this period.

Economy 75

Economy Financial Advisor Banking Economics 75

Discipline Funds

OCTOBER 9, 2024

The US economy has been on a tear versus every other G20 economy over the last 10 years and especially in the last few years. While high interest rates are slowing most other developed economies the US has stayed relatively robust. This is especially true in the pricing of the US stock market.

Valuation 95

Valuation Economy Financial Planning Economics 95

Integrity Financial Planning

AUGUST 31, 2023

The history of financial tools is a fascinating topic that takes us back to the earliest civilizations. It reveals a remarkable continuity in financial technology across cultures and epochs, highlighting the importance of these systems in societal development and economic growth.

Banking 97

Banking Financial Planning Accounting Portfolio 97

Tobias Financial

MARCH 12, 2025

Economic uncertainty, shifting policies, and global events can make it difficult to know what comes next. You may be wondering how all of this impacts your financial future and the plans youve worked hard to build. These competing factors are pulling the economy in different directions, making price trends more unpredictable.

Marketing 52

Marketing Marketing Financial Planning Planning 52

Discipline Funds

APRIL 7, 2025

This whole thing really blows my mind because this was never a controversial topic in economics. And what could happen in that scenario is that global trade slows meaningfully, business uncertainty lingers and that ultimately starts this long slow bleed into the real economy over time. 3) How About that Countercyclical Indexing?

Portfolio 58

Portfolio Assets Taxes Economy 58

Integrity Financial Planning

JULY 3, 2023

Interest rates already increased in the past year due to inflation-fighting Federal Reserve monetary policies, but a default would cause them to go even higher due to falling credit ratings and the global lack of confidence in the stability of the US economy. 5] How Can You Prepare for Such an Occurrence?

Government 98

Government Risk Management Budgeting Taxes 98

The Big Picture

JULY 24, 2024

It seems obvious we should have a long term perspective in, in financial planning and investing. It’s not just what the economy is doing and what the market’s doing. It’s you trying to align your specific time horizon to a market and an economy that does not know or care what your goals are. Why is this?

Math 273

Math Retirement Investing Investments 273

Nationwide Financial

DECEMBER 6, 2022

So it’s no wonder that many investors who are not yet retired are recalibrating their expectations for retirement and their financial future. The rise in market turbulence and economic uncertainty has sparked a jump in investor anxiety. Economic uncertainty is also impacting the mood and perspective of non-retired investors’.

Clients 98

Clients Retirement Economics Planning 98

Nationwide Financial

AUGUST 24, 2022

That could help explain why a majority of families in our survey (55%) viewed their current financial situation negatively. Concerns about a potential recession or economic slowdown are also running high. Some families are in good financial shape to weather a potential recession, but many more may find themselves unprepared.

Financial Planning 98

Financial Planning Retirement Clients Planning 98

Clever Girl Finance

OCTOBER 4, 2022

However, you can prepare for a recession financially by switching your career path into a recession-proof job or business. Recession-proof businesses can thrive despite an economic downturn. Which in turn means more financial stability for you! GDP is how overall economic activity is measured for a country. Baby products.

Food 105

Food Economy Healthcare Economics 105

Nerd's Eye View

SEPTEMBER 28, 2022

What's unique about Joe, though, is how he founded United Capital, built it to become one of the largest independent wealth management firms in the country on a path to disrupt the established incumbents, but ultimately decided to sell the firm to Goldman Sachs in pursuit of the next level of national scale… and in the process has been able to (..)

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

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 . 0 Comments.

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Integrity Financial Planning

FEBRUARY 20, 2023

The concept of retirement planning is simple. Despite changes in the economy or in life itself, the concept of planning your retirement has remained unchanged. If you want to start mapping out your retirement plan, reach out to us for a complimentary review of your finances! [1][2][3]:

Retirement Planning 95

Retirement Planning Retirement Planning Financial Planning 95

Indigo Marketing Agency

MARCH 14, 2023

Why Financial Advisors Should Communicate the Silicon Valley Bank Failure The Silicon Valley Bank failure could have a significant impact on the tech industry and the broader economy. This may involve reviewing how the tech industry has been performing overall and how this event fits into the broader economic landscape.

Communication 98

Communication Banking Clients Financial Advisor 98

NAIFA Advisor Today

APRIL 22, 2024

With millions of Americans engaged in the care of loved ones, Golden reveals the economic and emotional challenges that persist in what she refers to as the "shadow" caregiving economy. Despite such significant contributions, the financial and emotional tolls on caregivers are largely unrecognized in traditional financial planning.

Financial Planning 52

Financial Planning Economics Planning Economy 52

MainStreet Financial Planning

FEBRUARY 26, 2025

Lately, weve been hearing a lot of different terms used to describe what is happening in the economy. Deflation A decrease in the general price level of goods and services, often indicating weak demand and economic trouble. economy in the early 1980sunder Federal Reserve ChairmanPaul Volcker. But what do they all mean?

Economics 52

Economics Government Electronics Transportation 52

Integrity Financial Planning

DECEMBER 11, 2023

Over the past 10 years, a 60/40 portfolio was the go-to for many folks putting together their portfolios, and there are many sources out there that still recommend this plan. And while this strategy does have its merits, it can have some flaws in certain economic situations. [1] So, the 60/40 portfolio was seeing tremendous growth!

Portfolio 52

Portfolio Economy Financial Guidance Financial Planning 52

Carson Wealth

JULY 27, 2022

It all added up to the third most volatile market in 25 years. And while the economy isn’t going to just turn on a dime and recover overnight, there is hope for a better second half of the year. Recession: Will the Federal Reserve raise rates too high and push the economy into a recession? . High inflation. Bear market.

Marketing 98

Marketing Marketing Valuation Economy 98

Investing Caffeine

JANUARY 2, 2024

With China’s stagnating economy, it has helped our inflationary cause by exporting deflationary goods to our country. Source: Trading Economics Declining inflation and interest rates explain a lot of investor optimism, but there are additional reasons to be sanguine. Source: Visual Capitalist Why So Bullish? a few months ago to 3.9%

Economy 98

Economy CFP Accounting Investing 98

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. Ready to Grow Your Wealth?

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. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Economics Taxes 52

Carson Wealth

JANUARY 25, 2023

At long last, The Carson Investment Research team is proud to officially release our 2023 Market and Economic Outlook, aptly titled Outlook ’23: The Edge of Normal. and global economies. You can download the whitepaper here. Higher-than-expected inflation was the theme of 2022, surging to the highest level since 1981.

Investments 98

Investments Investing Economy Manufacturing 98

Good Financial Cents

DECEMBER 14, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Financial Examiner.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Nationwide Financial

MARCH 1, 2023

Recessions often arrive unexpectedly, even for investors tuned in to the latest economic news. is currently in a financial crisis, with another 24% thinking a crisis is approaching. As a financial professional, keeping your clients on track toward their goals is a key mandate, especially in times of recession or market upheaval.

Clients 72

Clients Retirement Risk Tolerance Asset Allocation 72

MainStreet Financial Planning

MAY 26, 2023

While it can lead to short-term market volatility, it is important to remember that the economy and financial markets have proven resilient over time. Focus on Financial Preparedness: Regardless of external factors like the debt ceiling, it’s always wise to have a robust financial plan in place.

Risk Tolerance 52

Risk Tolerance Financial Planning Financial Market Consulting 52

Your Richest Life

SEPTEMBER 30, 2024

Rate cuts can impact everything from stocks and housing to employment and inflation – so what does this decision mean for the economy right now? But holding out too long can also lead to trouble for the economy, as hiring, purchasing and borrowing all continue to slow down. How will this Federal Reserve rate cut impact the economy?

Economy 52

Economy Fee Only CFP Economics 52

Nationwide Financial

MARCH 29, 2023

It remains uncertain what economic impacts may follow the latest banking sector upheaval. For investors, these events can illustrate the value of portfolio diversification and the importance of sticking to a well-crafted financial plan.

Banking 98

Banking Financial Planning Economics Portfolio 98

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

International College of Financial Planning

FEBRUARY 3, 2024

Finance Minister Nirmala Sitharaman highlighted the substantial progress of the Indian economy over the past decade, noting effective inflation control measures that have maintained inflation rates within acceptable limits. lakh crore, reflecting vigorous economic activity. India’s Real GDP is projected to grow by 7.3% to exceed ₹ 1.72

Budgeting 52

Budgeting Financial Market Investments Investing 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