Abnormal Returns

APRIL 9, 2024

(ft.com) Why Goldman Sachs ($GS) wants to help clients launch ETFs. wsj.com) Economy State coincident indicators show continued economic strength. cnbc.com) Global Japan is trying to rebuild its chip manufacturing sector. nytimes.com) Russia is illegally holding Ukrainians in Crimea.

Financial Advising 250

Financial Advising Manufacturing Economy Media 250

Nerd's Eye View

APRIL 10, 2024

For example, the creation of the Federal Reserve in 1913 and the SEC in 1934 have helped to reduce economic volatility and increase corporate transparency. There are several takeaways for advicers as they serve their clients. Read More.

Asset Allocation 243

Asset Allocation Wealth Accumulation Assets Portfolio 243

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.

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. His clients adore him. So you have all of this very pragmatic experience as opposed to getting a PhD in economics, which tends to be a little more abstract and academic. That’s just unprecedented.

Economy 143

Economy Clients Economics Banking 143

WiserAdvisor

APRIL 12, 2024

The time and attention they can dedicate to each client is a significant contributor to their effectiveness. As such, determining the optimal financial advisor-to-client ratio is crucial for ensuring that advisors can devote sufficient resources to understand, strategize, and support their clients effectively.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Carson Wealth

APRIL 8, 2024

The good news is there’s nothing in the economic data that suggests we’re on the verge of a labor-market-induced inflation surge. Keeping an eye on the fundamentals of the market from both a bottoms-up and a top-down macro perspective uniquely positions the Carson Investment Research team to add value for our advisors and their clients.

Marketing 96

Marketing Marketing Valuation Economy 96