Nationwide Financial

JUNE 20, 2023

After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans in response to rising inflation, high interest rates, and an uncertain economic environment. By staying invested for the long term, investors give themselves a good opportunity to outpace inflation.

Retirement 97

Retirement Economics Planning Retirement Planning 97

The Big Picture

MARCH 18, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The A to Z of economics : Economic terms, from “absolute advantage” to “zero-sum game”, explained to you in plain English. ( The weekend is here! was responsible for two phenomenally destructive innovations.

Banking 298

Banking Economics Education Management 298

Trade Brains

APRIL 18, 2023

Understanding what is Dosa Economics: In contrast to most bland economic theories, Dosa Economics remains the only one that makes our mouths water every time we discuss it. What is Dosa Economics or Dosanomics? If the senior citizen invests Rs. Keep reading to find out!!! 10,000 at the end of the year.

Economics 52

Economics Banking Economy Investing 52

Abnormal Returns

NOVEMBER 5, 2023

theirrelevantinvestor.com) Why you should avoid big investment shifts. theringer.com) Barry Ritholtz talks with Zeke Faux author of "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall." wsj.com) Five insights from "Economics in America: An Immigrant Economist Explores the Land of Inequality" by Angust Deaton.

Assets 210

Assets Financial Advising Healthcare Economy 210

Abnormal Returns

DECEMBER 8, 2023

awealthofcommonsense.com) No investor, or investment strategy, is perfect. economist.com) Some 2023 books that stuck with Ezra Klein including Zeke Faux’s “Number Go Up.” axios.com) The economics of the Christmas tree business. Strategy What happens after a 20% up year for the stock market? unemployment rate.

Financial Advising 245

Financial Advising Media Economy Economics 245

Trade Brains

JANUARY 2, 2024

Alternative Investment Fund : Are you one of those investors looking for options beyond traditional investments like mutual funds, stocks, cash, or bonds? If so, then Alternative Investment Fund (AIF) might be the right investment option for you, as these investment options can offer higher returns compared to traditional investment.

Taxes 64

Taxes Investing Investments Retail 64

Abnormal Returns

NOVEMBER 6, 2023

quantifiableedges.com) Strategy Failure is inevitable when it comes to investing. econbrowser.com) Global economic growth numbers don't tell us much. (tker.co) By these measures, small cap stocks are cheap. morningstar.com) What happens historically after a Zweig Breadth Thrust? wsj.com) It's been a long time coming.

Financial Advising 215

Financial Advising Media Economy Economics 215

Abnormal Returns

JULY 12, 2023

Podcasts Jeff Ptak and Christine Benz talk with William Bernstein about the update version of his book "The Four Pillars of Investing." James Choi about how economic theory explains consumer behavior. nytimes.com) Investing Are older investors now too exposed to the stock market?

Risk Tolerance 216

Risk Tolerance Estate Planning Retirement Planning 216

Abnormal Returns

MAY 21, 2023

bilello.blog) Strategy Why so many Americans think their house is the best investment. awealthofcommonsense.com) Every investment plan needs some room for error. calculatedriskblog.com) The economic schedule for the coming week. finance.yahoo.com) Why a sizable number of native Hawaiians have moved to Las Vegas.

Financial Advising 187

Financial Advising Startup Taxes Financial Services 187

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 . Work with the Professionals .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Validea

NOVEMBER 2, 2022

I have always been a big believer in value investing. And the fact that academic research supports value has given me all the reason I need to take that personal belief and translate into my investing approach. 5] The Economic Cycle is Getting Smoother – Current Verdict: TBD. By Jack Forehand, CFA, CFP® ( @practicalquant ) —.

Investing 119

Investing Investments CFP Economics 119

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 105

Investing Investments Portfolio Assets 105

Nationwide Financial

JANUARY 3, 2023

economy appears to be in the late stage of expansion, with strong economic activity but labor and supply chains remain constrained. in November and a wide gap between the number of job openings and unemployed persons seeking work, roughly two-to-one, according to the most recent data release. Responding to recession risks.

Economics 59

Economics Marketing Marketing Economy 59

Trade Brains

FEBRUARY 14, 2024

Hindustan Aeronautics : In recent years, the defence stocks of India have evolved into a great investment field due to the government’s focus on increased spending and the “Make in India” initiative. To make systems more competitive, adaptable, efficient, and economical, the company has launched a number of initiatives.

Investing 105

Investing Investments Engineering Budgeting 105

Trade Brains

NOVEMBER 15, 2023

40,000 crores in investments in the healthcare, innovation, and knowledge sectors, creating over 80,000 jobs and boosting the healthcare, innovation, and knowledge sectors. This new investment region will unfold within 60 km of Bengaluru in a phased manner. Besides attracting investments, this project aims to contribute at least Rs.

Government 59

Government Investing Investments Healthcare 59

Nerd's Eye View

SEPTEMBER 8, 2023

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

Financial Planner 224

Financial Planner CFP Clients Investment Planning 224

Abnormal Returns

DECEMBER 3, 2023

newyorker.com) Venture capital More VC funds are running out time while still holding investments. downtownjoshbrown.com) College-educated women with children under 10 are in the workforce at record numbers. wsj.com) The economic schedule for the coming week. ft.com) Do startups founded in recessions fare better?

Asset Allocation 210

Asset Allocation Financial Advising Startup Economy 210

Yardley Wealth Management

MAY 18, 2022

The post Investing in Uncertain Times appeared first on Yardley Wealth Management, LLC. Investing in Uncertain Times After taking a closer look at interest rates and inflation, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do? inflation from 1927–2020.

Investing 52

Investing Investments Economics Portfolio 52

Good Financial Cents

FEBRUARY 1, 2023

Investing in a guaranteed interest account is a great way to secure your money, as there is very little risk. Guaranteed interest accounts provide reliable, consistent returns and can be used for short-term savings or to supplement other investments in your portfolio. What Are The Best Investments With Guaranteed Returns?

Accounting 94

Accounting Investing Investments Insurance 94

Carson Wealth

APRIL 29, 2024

Buckle up, as the trigger points for one of the most well-known investment axioms, “sell in May and go away,” is nearly here. While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports.

Marketing 97

Marketing Marketing Economy Government 97

Trade Brains

APRIL 1, 2023

Best Sectors for Long-term Investment in India: When you are investing in stocks for the long term, the first critical factor to check is the lifespan of the products/services offered by that company. Further, if you want to make good profits from stocks in the long term, then make sure that you are investing in the growing sectors.

Investing 98

Investing Investments Pharmaceutical Retail 98

Abnormal Returns

FEBRUARY 26, 2023

institutionalinvestor.com) Amazon Amazon ($AMZN) is increasing the number of same-day shipping options. theatlantic.com) Economy Menzie Chinn, "Strong labor market, spending and income numbers all suggest no recession in place yet." econbrowser.com) The economic schedule for the coming week.

Ethics 191

Ethics License Financial Advising Startup 191

The Big Picture

JULY 26, 2023

It is one of those round numbers that people just kinda made up and started with for no apparent reason. But the 2% inflation target is LITERALLY a random number 2 that originated in New Zealand in the 1980s. If there was something magical about 2% as the ideal balance between prices and jobs, that would be one thing.

Economy 246

Economy Economics Numbers Banking 246

The Big Picture

FEBRUARY 17, 2023

Most economic downturns hit lower-income Americans hardest, but this time is different. Here’s your investing playbook. Bloomberg ) • Al Gore’s Struggles With ESG Show the Messiness of Green Investing : If the former veep’s Generation investment firm has trouble meeting lofty environmental and financial goals, who can?

Math 284

Math Advertising Food Retail 284

Risk Management Guru

NOVEMBER 20, 2023

Here are 10 key highlights regarding risk management in financial services during 2023: Increased focus on operational risk : Operational risk has become a major focus of attention for financial services firms, due to the increasing number of cyberattacks and other operational failures.

Risk Management 105

Risk Management Financial Services Management Compliance 105

The Big Picture

JULY 25, 2022

Will the economic slowdown continue into 2023? But there is a tomorrow and my expectations are that if the Fed overtightens (as they appear on track to do) then the next 12 months will be less economically robust than the prior 12. Will the economic slowdown continue into 2023? How much will the economy slow in Q3 and Q4?

Economy 345

Economy Economics Engineering Food 345

Zoe Financial

JUNE 24, 2024

Economic Updates: Retails Sales increased 0.1% Number to monitor to see if the consumer is not as optimistic regarding spending. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. in May, MoM.

Marketing 40

Marketing Marketing Taxes Economics 40

The Big Picture

SEPTEMBER 21, 2022

Consider : Questioning investors as to their risk tolerance does not typically result in an accurate description of their true tolerance for drawdowns and lower returns; instead, we get a number highly dependent upon the performance of equity markets over the prior three to six months. November 22, 2009). Black Friday #Fails.

Risk Tolerance 332

Risk Tolerance Budgeting Numbers Economics 332

Cornerstone Financial Advisory

JANUARY 8, 2024

3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. Source: Investor’s Business Daily, Econoday economic calendar; January 5, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 98

Marketing Marketing Taxes Economics 98

Advisor Perspectives

APRIL 16, 2024

On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin and Product Operations Analyst McKenna Painter unpacked the latest U.S. inflation numbers. They also discussed recent rate decisions by the European Central Bank (ECB) and the Bank of Canada (BoC) as well as the economic and market outlook for China.

Banking 52

Banking Economics Numbers Investing 52

Abnormal Returns

DECEMBER 24, 2023

awealthofcommonsense.com) You can only benefit from a stock market recovery if you are invested. behavioralscientist.org) The 10 best tech books of 2023 including "Numbers Go Up" by Zeke Faux. econbrowser.com) The economic schedule for the coming holiday-shortened week.

Financial Advising 202

Financial Advising Media Taxes Economy 202

Clever Girl Finance

SEPTEMBER 11, 2023

When you’re new to investing, it can seem like there’s a lot of information to learn. But you have to start somewhere—so you might as well start with the best investing websites right off the bat! Table of contents What makes the best investment websites the best ? 6 Best investing websites for research (and taking action!)

Investing 84

Investing Investments Education Accounting 84

Abnormal Returns

DECEMBER 28, 2022

morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.' wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices. calculatedriskblog.com) Indicators show the economic cycle is maturing, but not yet in recession. realreturns.blog) 13 lessons from the FTX meltdown.

Financial Advising 192

Financial Advising Valuation Media Economy 192

The Big Picture

JANUARY 23, 2023

I wanted to drop a quick note about the endless spate of layoff announcements — and why you should (mostly) ignore them.

Economics 322

Economics Numbers Planning Investing 322

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

Zoe Financial

MAY 20, 2024

Strong earnings and beating expectations: positive surprises in the number of companies and the magnitude of earnings, well above their ten-year average. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

AUGUST 1, 2023

Recall John Kenneth Galbraith’s observation: “The only function of economic forecasting is to make astrology look respectable.” Some folks who are more familiar with the numbers than I have suggested it will not be pretty. Understand your investment horizon, be it minutes or decades. Never forget: Forecasts are marketing.

Economics 246

Economics Valuation Marketing Marketing 246