Nerd's Eye View

OCTOBER 28, 2022

Also in industry news this week: A proposed Department of Labor rule would limit the type of workers who could be considered independent contractors, which could present a challenge for the independent broker-dealer model. Fidelity has introduced a direct indexing platform for advisors, joining an increasingly competitive space.

Financial Planner 246

Financial Planner Clients Valuation Management 246

Nerd's Eye View

OCTOBER 30, 2023

Most notable is the fact that industry associations are not the drivers of advisor conferences that they once were; while a decade ago, 75%+ of this "Best Conferences" list consisted of various events run by industry associations, now it numbers less than 25%.

Financial Advisor 246

Financial Advisor Numbers Budgeting Financial Planning 246

Zoe Financial

MARCH 24, 2025

Economic Update: Federal Reserve: Held rates steady at 4.25%4.50% Cited rising uncertainty around the economic outlook due to tariffs and slowing growth. Retail Sales (February): Headline number: rose 0.2% (below expectations of up 0.7%). Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Economics Taxes 52

Mish Talk

DECEMBER 21, 2022

in November "In essence, the residential real estate market was frozen in November, resembling the sales activity seen during the COVID-19 economic lockdowns in 2020, " said NAR Chief Economist Lawrence Yun." Existing-home sales chart courtesy of Trading Economics. We have never seen such numbers outside a recession.

Sales 167

Sales Economics Retail Economy 167

The Big Picture

OCTOBER 1, 2022

Pound’s Swoon Echoes Declines in British Power, Past and Present : The Bank of England had to step in Wednesday after markets deemed a new government economic plan unwise, but the pound has been on a longer slide. ( The number is so big it’s ‘unimaginable.’ New York Times ). Scientific American ). Wall Street Journal ). •

Government 173

Government Banking Economy Numbers 173

The Big Picture

DECEMBER 21, 2023

It’s rooted in the idea that investors and businesses and economic cycles have regular patterns. And then I used to do those numbers by hand using the Barron’s MarketLab pages and, you know, underlining stuff and using an anti machine and all that by hand work, which was Educational. Pretty good numbers. Guess what?

Numbers 321

Numbers Marketing Marketing Taxes 321

Mish Talk

NOVEMBER 30, 2022

As well as IBM and Maersk, the project had support from a number of carriers, customs organisations, banks and transport providers to create an information ecosystem. Problems of Blockchain Technology Figure 5 presents some drawbacks of the new digital technology. Furthermore, blockchain is presently energy intensive (Jovi?

License 219

License Transportation Distribution Banking 219

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

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

The Big Picture

FEBRUARY 25, 2025

Now, this wonderful section in this little bitty book that I’ve just finished, wonderful section on behavioral economics, terrific book by Daniel Kahneman, thinking Fast, thinking Slow. 00:27:54 [Speaker Changed] Let’s put some, some numbers, some mean on that bone. 00:46:08 So it does have an economic value.

Investing 162

Investing Investments Management Engineering 162

Cornerstone Financial Advisory

OCTOBER 2, 2023

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. However, beneath the headline number, consumer spending was cut to a 0.8 Answer: She bought house numbers.

Marketing 111

Marketing Marketing Taxes Economics 111

Nationwide Financial

OCTOBER 10, 2022

In 2022, that number dropped 15 percentage points to 48%. That number is actually lower than last year, which may indicate that investors are getting used to living with volatile markets. Economic woes weigh on Americans. That number is 17 percentage points higher than it was last year. View the infographic.

Financial Planning 90

Financial Planning Retirement Clients Planning 90

Cornerstone Financial Advisory

OCTOBER 30, 2023

Weekly Market Insights: Stocks Retreat On Cautious Earnings Reports Presented by Cornerstone Financial Advisory, LLC Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market.

Marketing 105

Marketing Marketing Economics Taxes 105

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

The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. I just figured if I do well, I would be able to be presented with, with good options. And at that point, I decided what I really wanted to do was be a PhD in economics.

Management 294

Management Investing Investments Economy 294

Validea

NOVEMBER 9, 2022

Top economists, Federal Reserve governors and Wall Street strategists – many with PhDs and decades economics experience and education – didn’t see this coming. At the end of 2020, the energy sector had fallen to less than a 2% weight in the S&P 500 , as investors fled the sector for a number of reasons. 10 Year Treasury around 1.5%

Portfolio 104

Portfolio Valuation Education Investing 104

Investing Caffeine

DECEMBER 1, 2022

Whether this will be the peak rate (or near the peak rate) will depend on the direction of economic data, especially as it relates to inflation and employment. While the Federal Reserve is sucking a lot of wind out of the present news outlet airwaves, there are other factors contributing to the latest stock market upswing.

Economy 111

Economy Government Economics CFP 111

Dear Mr. Market

APRIL 2, 2025

However, shifting economic conditions, a potential rate-cut cycle, and valuation opportunities have created a renewed focus on small and mid-cap stocks, particularly in financials and energy. This bracket focuses on who benefits most when the Russia-Ukraine war ends and economic rebuilding begins.

Investing 62

Investing Investments Valuation Advertising 62

Fortune Financial

SEPTEMBER 19, 2023

While these exciting new developments garner a lot of attention, there are a number of other secular growth stories that, for investors, are equally worthy of attention. per annum with growth every single year regardless of economic circumstances.

Food 95

Food Budgeting Financial Advisor Economics 95

eMoney Advisor

JANUARY 31, 2023

The subject matter at the time was focused on investment and economic updates. Developing topics, engaging speakers, and creating presentation content are all time-consuming and require careful advanced planning. When the pandemic hit, we continued to offer these events, but they became quarterly webinars.

Education 103

Education Financial Planning Clients Planning 103

Nationwide Financial

FEBRUARY 7, 2023

Stressors between health and wealth When examining the connections between financial and personal wellness, the COVID-19 pandemic in 2020 presents a perfect example of the different ways – physically, mentally, and financially – that people were affected by the virus. 4 Further, the U.S. Census Bureau, the U.S. populations segments.

Retirement 102

Retirement Clients Education Financial Services 102

Investment Writing

MAY 7, 2024

You might also enjoy “ Investment commentary numbers: How to get them right.” The conference was the first DEI-focused event I’ve attended to feature an Indigenous presenter, Geordie Hungerford, CFA, CEO of the First Nations Financial Management Board, who spoke on “Reshaping the Inclusion of Indigenous Communities in Investment.”

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

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

The Big Picture

SEPTEMBER 4, 2024

I always look at housing as a long term asset; there have been various cycles where people were thinking of it as a stock and it’s just not that liquid so you know you buy it you hold it the average person you know the numbers are kind of ranging the average person stays in a home 7 to 10 years on average.

Sales 147

Sales Numbers Marketing Marketing 147

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. Two-year Treasury Note Auction.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Weekly Market Insights: Stocks End Summer With Gloomy News Presented by Cornerstone Financial Advisory, LLC Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. In their economic projections, 12 of 19 Fed officials expect to raise rates once more this year.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 16, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. PPI, CPI Updates The disinflationary trend appears to be stalling if the inflation numbers are any indication. 5 This Week: Key Economic Data Tuesday: Retail Sales.

Marketing 105

Marketing Marketing Taxes Economics 105

Brown Advisory

JANUARY 19, 2023

Since 1995, there are four rather distinct periods during which forward earnings estimates for the S&P 500 Index declined, tied to a specific event and/or economic downturn. Below, we describe each period, and present the magnitude of that drop in earnings expectations. But by what duration? How Did The Index Perform?

Clients 98

Clients Economy Economics Marketing 98

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. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

MAY 12, 2024

Strong earnings and beating expectations: positive surprises in the number of companies and the magnitude of earnings, well above their ten-year average. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Weekly Market Insights: Short Week Strong For Stocks Presented by Cornerstone Financial Advisory, LLC Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. This Week: Key Economic Data Monday: New Home Sales. Tuesday: Consumer Confidence. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Walkner Condon Financial Advisors

SEPTEMBER 30, 2022

Core CPI is an attempt to strip out the most variable drivers of inflation (namely food and energy) from the base (or “headline”) CPI number, but the costs of food and energy can infiltrate into core CPI items such as apparel and household goods. Let’s all hope that the inflation we are experiencing won’t be so sticky after all. .

Financial Advisor 98

Financial Advisor Food Fee Only Economics 98

Bell Investment Advisors

NOVEMBER 6, 2023

The economic backdrop to these losses, however, stands out. Comparing present day data with data from 2000 through 2019, we clearly see strength in the present. On a broad level, initial jobless claims are presently the lowest they have been when compared to the twenty years prior to the pandemic. labor market.

Economy 52

Economy Economics Numbers Investment Advisor 52

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Economic Strength The strength of the U.S. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. ROC 5 = the rate of change in the index for the previous 5 trading days.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MARCH 25, 2024

Weekly Market Insights: Fed Talk Boosts Stocks Presented by Cornerstone Financial Advisory, LLC Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. 4,5 This Week: Key Economic Data Monday: New Home Sales.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Cornerstone Financial Advisory, LLC Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. 5 This Week: Key Economic Data Monday: Housing Market Index. Housing Starts and Permits.

Marketing 105

Marketing Marketing Taxes Economics 105

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. Friday payroll number was higher than expected. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Taxes Economics 52