Calculated Risk

MARCH 5, 2024

House Financial Services Committee • At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. . • Also at 10:00 AM, Testimony, Fed Chair Jerome Powell , Semiannual Monetary Policy Report to the Congress , Before the U.S.

Financial Services 189

Financial Services Government Banking Economics 189

Calculated Risk

OCTOBER 26, 2023

percent in the third quarter of 2023 , according to the "advance" estimate released by the Bureau of Economic Analysis. The increase in consumer spending reflected increases in both services and goods. In the second quarter, real GDP increased 2.1 Imports, which are a subtraction in the calculation of GDP, increased.

Government 220

Government Financial Services Food Retail 220

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

Calculated Risk

MARCH 2, 2024

House Financial Services Committee 2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. -- Thursday, March 7th -- 8:30 AM: The initial weekly unemployment claims report will be released. 8:15 AM: The ADP Employment Report for February.

Financial Services 200

Financial Services Banking Economics Government 200

Calculated Risk

APRIL 25, 2024

percent in the first quarter of 2024 , according to the "advance" estimate released by the Bureau of Economic Analysis. The increase in consumer spending reflected an increase in services that was partly offset by a decrease in goods. In the fourth quarter of 2023, real GDP increased 3.4

Government 189

Government Commission Financial Services Manufacturing 189

Calculated Risk

JANUARY 25, 2024

percent in the fourth quarter of 2023 , according to the "advance" estimate released by the Bureau of Economic Analysis. Within exports, both goods (led by petroleum) and services (led by financial services) increased. In the third quarter, real GDP increased 4.9

Government 173

Government Pharmaceutical Commission Financial Services 173

Calculated Risk

MARCH 4, 2023

Fed Chair Powell presents the Semiannual Monetary Policy Report to the Congress on Tuesday and Wednesday. -- Monday, March 6th -- No major economic releases scheduled. -- Tuesday, March 7th -- 8:00 AM: Corelogic House Price index for January. The key report scheduled for this week is the February employment report. million from 10.4

Financial Services 147

Financial Services Banking Economics Government 147

Abnormal Returns

APRIL 23, 2023

axios.com) Apple ($AAPL) is being very deliberate in its approach to financial services. vox.com) Economy Earnings can fall even without an economic recession. ritholtz.com) The economic schedule for the coming week. Companies RIP, Bed, Bath & Beyond ($BBBY). politico.com) Not every HOA sucks, but a lot do.

Financial Advising 130

Financial Advising Financial Services Manufacturing Economics 130

NAIFA Advisor Today

DECEMBER 12, 2022

His entrepreneurial spirit—along with his college studies in economics and his desire to help people—made a career in insurance and financial services a perfect fit. Both of his parents were small business owners and O’Gara inherited their drive.

CFP 98

CFP Financial Services Insurance Economics 98

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 And at economic turns, the admittedly more noisy household survey (employment) tends to lead. percent, 2.4

Economy 190

Economy Manufacturing Economics Healthcare 190

Abnormal Returns

APRIL 16, 2023

wsj.com) Charles Schwab ($SCHW) is unique in financial services. nytimes.com) Policy Why are Americans so pessimistic about their (economic) future? eig.org) The economic schedule for the coming week. (axios.com) The commercial real estate recession is going to take a while to play out. washingtonpost.com) U.S.

Financial Advising 130

Financial Advising Startup Financial Services Banking 130

NAIFA Advisor Today

MARCH 30, 2023

Focused on the role of the caregiver—which predominantly falls to women—Carroll’s new book How Not to Pull Your Family Apart is a how-to guide written for consumers to combat financial destruction often caused by unplanned and unexpected long-term care needs.

Economics 52

Economics Financial Services Strategic Planning Financial Advisor 52

Carson Wealth

MARCH 3, 2025

Given our overall still positive economic backdrop, to see this much worry in the air is actually rather bullish and why we dont expect the recent weakness to spiral out of control. So, imports are just subtracting all the goods and services households and businesses buy from abroad, since it doesnt add to domestic economic activity.

Marketing 78

Marketing Marketing Government Economy 78

Carson Wealth

MARCH 10, 2025

Our basic conclusion was that while we did see an increase in economic risks, it did not change our baseline view. Economic data has been coming in on the softer side (but not recessionary), and the February payroll data confirm the slowdown. Not what you want to see if youre looking for an acceleration in economic growth.

Marketing 80

Marketing Marketing Economy Government 80

NAIFA Advisor Today

MARCH 15, 2024

Jill Judd is a distinguished Life Underwriting Training Council Fellow (LUTCF), Financial Services Specialist (FSS), and Retirement Income Certified Professional (RICP) with extensive experience in the insurance industry. Jill's expertise in the field has also led her to serve as a past President of NAIFA.

Economics 52

Economics Advertising Financial Services Insurance 52

NAIFA Advisor Today

JANUARY 2, 2024

With a robust skill set that includes insurance, life insurance, customer service, disability insurance, term life insurance, and more, he contributes valuable insights to the industry. Joseph has a bachelor's degree in economics from Bridgewater College.

Financial Services 52

Financial Services Insurance Economics 52

Calculated Risk

JUNE 17, 2023

House Financial Services Committee During the day: The AIA's Architecture Billings Index for May (a leading indicator for commercial real estate). -- Thursday, June 22nd -- 8:30 AM: The initial weekly unemployment claims report will be released. Housing economist Tom Lawler expects the NAR to report sales of 4.25 million SAAR for May.

Sales 130

Sales Financial Services Manufacturing Banking 130

The Big Picture

DECEMBER 11, 2024

And it begins with decision making, and this is a direct relationship to the ideas coming from behavioral economics, um, and this idea that we are not always rational decision maker. I was an executive within the financial services space and I was miserable traveling too much, drinking too much, not moving my body.

Food 147

Food Portfolio Management Marketing 147

Nationwide Financial

JUNE 5, 2023

Just three years ago, business owners were reeling from the swift and significant economic impact of the pandemic. As a financial professional, you can be a reassuring voice – and potentially aid in helping them address the impacts of economic volatility – as we brace for turmoil ahead. have been mild to moderate.

Economics 52

Economics Risk Management Clients Planning 52

Trade Brains

AUGUST 20, 2022

FINANCIAL SERVICES 8.55%. FINANCIAL SERVICES 7.11%. FINANCIAL SERVICES 5.68%. 6 Tata Consultancy Services Ltd. FINANCIAL SERVICES 3.53%. 11 State Bank Of India FINANCIAL SERVICES 2.58%. FINANCIAL SERVICES 2.43%. FINANCIAL SERVICES 2.08%.

Marketing 98

Marketing Marketing Financial Services Healthcare 98

Nationwide Financial

FEBRUARY 14, 2023

To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Calculated Risk

OCTOBER 27, 2022

percent in the third quarter of 2022 , according to the "advance" estimate released by the Bureau of Economic Analysis. Within exports of services, the increase was led by travel and "other" business services (mainly financial services). In the second quarter, real GDP decreased 0.6

Government 130

Government Retail Commission Financial Services 130

Carson Wealth

NOVEMBER 4, 2024

If economic growth is expected to be strong, there’s presumably less reason for the Fed to cut rates by a lot. It seems like investors are a tad over-optimistic about growth and projecting the strong recent economic numbers out into the future. But those numbers are backward looking. Looking ahead, there are risks.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

OCTOBER 23, 2023

Retail and food service sales have increased at an 8.6% Economic indicators across consumption, income, industry and the labor market don’t point to a recession. The data shows we’re clearly not in a recession, and economic momentum suggests that’s unlikely to change over the next three to six months.

Marketing 143

Marketing Marketing Economy Retail 143

Trade Brains

SEPTEMBER 21, 2024

They’re about shaping India’s economic future. HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. These upcoming IPOs aren’t just about raising money.

Banking 111

Banking Financial Services Insurance Assets 111

Trade Brains

DECEMBER 31, 2022

Adani Ports and Special Economic Zone Ltd. Services ADANIPORTS 0.77%. Financial Services HDFCBANK 8.96%. Financial Services ICICIBANK 7.76%. Financial Services HDFC 5.94%. Financial Services KOTAKBANK 3.31%. State Bank of India Financial Services SBIN 2.94%.

Financial Services 95

Financial Services Healthcare Banking Portfolio 95

Carson Wealth

JULY 12, 2022

Financial service professionals like Tammy climb a competence stairway to work with clients. In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. . Registration Standards for Financial Advisors.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Calculated Risk

JULY 27, 2023

percent in the second quarter of 2023 , according to the "advance" estimate released by the Bureau of Economic Analysis. The increase in consumer spending reflected increases in both services and goods. In the first quarter, real GDP increased 2.0

Government 100

Government Transportation Financial Services Insurance 100

The Big Picture

OCTOBER 12, 2023

Why anyone would lend credence to economic projections that get revised on average nearly every other month is a mystery. ( Chief Investment Officer ) • How a Social Network Fails : Elon Musk and Linda Yaccarino are making the same mistake that has tanked other social networks. (

Ethics 130

Ethics Financial Services Economy Management 130

Leading Advisor

OCTOBER 4, 2022

Now is the best time to be a financial services professional, whether as a financial advisor or financial planner, whether your focus is on money… The post Understanding Transition & Change Will Help You During This Economic Transition appeared first on Leading Advisor - Simon Reilly.

Economics 40

Economics Financial Planner Financial Advisor Financial Services 40

MarketWatch

MARCH 29, 2023

economic calendar is light on Wednesday, with data on pending U.S. House Financial Services Committee on bank oversight after recent regional bank failures. home sales expected to be released at 10 a.m. Eastern time. Also at 10 a.m., Barr, the Fed’s vice chair for supervision, will testify before the U.S.

Financial Services 74

Financial Services Banking Sales Economics 74

The Big Picture

OCTOBER 30, 2023

Beijing’s relationship with the outside world is no longer guided by the principles of economic rationality, but rather by its yearning for political power. He manages a diversified portfolio of late-stage growth equity in technology, consumer, health care, and financial services sectors. Aeon ) • Hear that?

Financial Services 130

Financial Services Food Assets Management 130

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Carson Wealth

AUGUST 5, 2024

Economic data last week showed the economy slowing more than expected, adding to worries about a potential recession. Thursday’s set of economic data saw initial jobless claims rise to their highest level in a year, alongside a weak manufacturing ISM number. Houston, We Have Turbulence The S&P 500 fell 2.0% Source: St.

Marketing 141

Marketing Marketing Economy Numbers 141

MarketWatch

APRIL 17, 2023

in premarket trading Monday, after the discount broker and financial services company reported first-quarter profit that beat expectations, while revenue came up a bit shy. SCHW rose 1.0% Net income rose to $1.60 billion, or 83 cents a share, from $1.40 billion, or 67 cents a share, in the year-ago period.

Financial Services 75

Financial Services Economics Assets Marketing 75

NAIFA Advisor Today

JULY 18, 2024

Shantell Wright is a seasoned professional with 14 years of experience in the financial services industry. He is also the visionary behind a financial services company that offers solutions to build and grow wealth. Shantell is also a NAIFA member and a graduate of the Life in Leadership Institute.

Financial Services 52

Financial Services Marketing Marketing Education 52

Nerd's Eye View

SEPTEMBER 28, 2022

In this episode, we talk in-depth about how Joe has witnessed firsthand as an advisory firm owner, and now a partner at a leading global investment management firm, how the financial services industry is evolving in real time as more banks and brokerage firms are truly adopting financial planning and implementing advisory services at national scale (..)

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130