The Big Picture

JULY 1, 2025

00:36:59 [Speaker Changed] So, so I mentioned the 10 years, about four and a half percent today, go back before 2022. So that, 00:39:33 [Speaker Changed] Well, 2022 was pretty much a down 15% year for treasuries and down 20 plus for equities. I think it was just the way it was communicated, right. That’s kind of unusual.

Investments 144

Investments Investing Consulting Insurance 144

Random Roger's Retirement Planning

FEBRUARY 8, 2025

Consumer discretionary is another one that pretty reliably outperforms for ten year periods, not the last couple though after getting whacked pretty hard in 2022 though. As you might expect, staples went down much less in the Financial Crisis as well as in 2022. With communications, the top three holdings are Meta, Google and Netflix.

Assets 52

Assets Engineering Food Communication 52

Carson Wealth

JANUARY 6, 2025

Lingering pandemic fatigue and inflation spiking to its highest level in over 40 years in mid-2022 significantly dampened economic sentiment. Nevertheless, even expectations of higher inflation can actually cause inflation and the Trump administration will have to be careful about how it communicates policy. in Germany and 55.4

Marketing 64

Marketing Marketing Economy Economics 64

WiserAdvisor

JUNE 13, 2025

Take the year 2022, for example. Set up advance directives: Outline your healthcare wishes in case you are unable to communicate them yourself in the future. When your portfolio leans too heavily in one direction, even a small downturn can lead to large losses. The Dow Jones U.S. Technology Index dropped more than 35%.

Estate Planning 59

Estate Planning Taxes Retirement Healthcare 59

Nerd's Eye View

MAY 2, 2025

While CFP board highlighted the improved brand recognition and desire to work with a CFP professional amongst the public since its public awareness campaign began in 2011, some certificants have questioned whether the fee increase (which comes on the heels of a $100 hike in 2022) and the promotional campaign it supports will lead to more clients (and (..)

Financial Planner 182

Financial Planner CFP Retirement Financial Advisor 182

Validea

JUNE 11, 2025

Communication Services 9.6% Since then, its drawdowns have been less extreme, but still larger in magnitude compared to SPY during periods like 2022. This makes QQQ more susceptible to movements in a handful of mega-cap tech stocks. Sector Exposure Sector SPY QQQ Technology 32.9% Financials 13.9% Healthcare 9.6% 2008 Crisis -50.8% -49.7%

Valuation 52

Valuation Portfolio Healthcare Communication 52

Carson Wealth

DECEMBER 16, 2024

We Still Believe in Santa Stocks fell overall last week, with some of the weakness masked by big gains from the communications services and consumer discretionary sectors. y/y, down from a peak of 9% in 2022. CPI for restaurant prices is up 3.6% The current pace is only slightly above what we saw in late 2019.

Marketing 52

Marketing Marketing Insurance Food 52

Bell Investment Advisors

JUNE 27, 2025

enter the Iran-Israel conflict, albeit a very quick in and out, per President Trump and the communication we’ve been hearing about it. 27:31 Ryan Kelley: 2022 was the last example I can think of, and that was really a bad sell-off year for everything. But, it is what it is, as we all like to say. stock market by quite a bit.

Economics 52

Economics Portfolio Taxes Numbers 52

Random Roger's Retirement Planning

JUNE 20, 2025

If S&P 500 has 40% combined in tech and communications and Magellan is 80% in those two (that's made up, I have no idea), then the portfolio could be taking on a lot more sector risk than an advisor or their client would like. There's no way to have current information on the fund's sector allocation.

Taxes 59

Taxes Clients Portfolio Communication 59

The Big Picture

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. I, I disagree with his forecast for this year, which is 0% chance of recession. Hey, I never put a 0% chance on anything.

Economy 253

Economy Banking Economics Taxes 253

The Big Picture

JUNE 2, 2025

That was 2022 and then 2025, obviously all this volatility and sterman drang with, with tariffs. And, and look at where we’ve been here from, you know, raising it in 2018 to lowering it in 2019, to really lowering it in 2020, then to raising it again in 2022 and then lowering it again. They just spent it and they paid it.

Economy 130

Economy Economics Numbers Banking 130

Trade Brains

JUNE 12, 2025

The most recent buyback was executed on October 21, 2022, and the earlier one took place on June 9, 2020. The company enables enterprises to communicate with their customers through secure, scalable, and AI-powered messaging and voice platforms. percent YoY increase in revenue from Rs. 1,006 Crore in Q4FY24 to Rs.

Communication 52

Communication Investment Advisor Consulting Investing 52

The Big Picture

MARCH 11, 2025

So many economists got 2022, wrong, 20 23, 20 24, they were expecting a recession, it never showed up. But the, the way, and that’s just one example, being able to communicate with clients to record and embed an interactive video with charts and everything else, right? Why is that?

Economics 130

Economics Economy Consulting Investing 130

Trade Brains

JULY 5, 2025

Additionally, the highlight of this line is going to be the driverless CBTC-enabled trains (Communications-Based Train Control) as well as the first fully India-made metro train. Additionally, A German MPRA study revealed an average ₹2,653 per sq. ft  ft premium, which is basically a 25% increase compared to non-metro areas.

Electronics 99

Electronics Transportation Economics Communication 99

Wealth Management

SEPTEMBER 29, 2023

The firms, ranging from broker/dealers and dual registrants to affiliated investment advisors, include Interactive Brokers, Nuveen Securities and Baird, among others, and are similar to 2022 charges against Wall Street firms resulting in $1.1 billion in collective penalties.

Communication 342

Communication Investment Advisor Investing Investments 342

Nerd's Eye View

NOVEMBER 7, 2022

Welcome to the November 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 241

Risk Tolerance Startup Compliance Clients 241

Wealth Management

NOVEMBER 15, 2022

The record amount of civil penalties was driven in part by the fines against some large Wall Street firms for failing to preserve text message communications on personal devices.

Communication 246

Communication 246

Calculated Risk

OCTOBER 30, 2022

In our view, based on the median policy rate path as expressed in the September SEPs and communication from some FOMC participants like San Francisco Fed President Mary Daly, the committee is likely to engage in a debate on the appropriateness of slowing the pace of policy rate hikes beginning in December. June 2022 1.5 June 2022 1.5

Communication 345

Communication Banking Economy Economics 345

Calculated Risk

OCTOBER 12, 2022

From the Fed: Minutes of the Federal Open Market Committee, September 20-21, 2022. "Purposefully moving" towards a more restrictive policy. Participants observed that this tightening had led to substantial increases in real interest rates across the maturity spectrum.

Communication 363

Communication Economics Risk Management Management 363

Calculated Risk

AUGUST 7, 2024

percent, reaching its lowest level since May 2023, following doveish communication from the Federal Reserve and a weak jobs report, which added to increased concerns of an economy slowing more rapidly than expected,” said Joel Kan, MBA’s Vice President and Deputy Chief Economist. The 30-year fixed rate fell to 6.55

Communication 336

Communication Government Economy Sales 336

Abnormal Returns

NOVEMBER 7, 2022

riabiz.com) Practice management Schwab's 2022 RIA Benchmarking Study is here. advisorperspectives.com) Tax-loss harvesting requires proactive client communication. (financial-planning.com) How Morningstar ($MORN) Wealth is getting into the direct indexing game. investmentnews.com) Be careful soliciting client testimonials.

Compliance 279

Compliance Wealth Management Advertising Financial Advice 279

The Big Picture

AUGUST 9, 2023

Recall 2022, energy was one of the few bright spots as oil prices rallied mostly due to the Russian invasion of Ukraine. The flip side of this is the sectors that got shellacked in 2022 are now showing massive profit recoveries. Consumer Discretionary Year-over-Year is +52.2%, Communication + 18%, and Industrials 11.8%.

Communication 246

Communication Banking Numbers 246

Million Dollar Round Table (MDRT)

JANUARY 10, 2023

By Antoinette Tuscano, MDRT Content Specialist Videos about ideas for better client communications topped the list for viewers of MDRT’s YouTube channel for videos posted in 2022.

Communication 102

Communication Clients 102

Calculated Risk

SEPTEMBER 17, 2023

On the meeting this week from BofA: " We expect the Fed to stay on hold at the September FOMC meeting , consistent with recent Fed communications and current market pricing. percent in June 2022. percent in February 2022. percent in February 2022. March 2023 4.0 As of July 2023 , PCE inflation increased 3.3

Banking 288

Banking Economics Economy Communication 288

Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

Financial Planner 246

Financial Planner Asset Allocation Clients Numbers 246

Calculated Risk

MAY 24, 2023

debt ceiling and communication from several Federal Reserve officials last week, which sent Treasury yields higher, along with mortgage rates. With higher mortgage rates, the refinance index declined sharply in 2022 - and has mostly flat lined at a low level since then. Red is a four-week average (blue is weekly).

Communication 246

Communication Economy Economics Sales 246

Cornerstone Financial Advisory

OCTOBER 31, 2022

Source: Econoday, October 28, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 28, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, October 28, 2022. The Wall Street Journal, October 28, 2022. The Wall Street Journal, October 28, 2022.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

AUGUST 1, 2022

Source: Econoday, July 29, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 29, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, July 29, 2022. The Wall Street Journal, July 29, 2022. The Wall Street Journal, July 29, 2022. CNBC, July 28, 2022.

Marketing 104

Marketing Marketing Economics Taxes 104

Nerd's Eye View

OCTOBER 21, 2022

Consumer satisfaction with life insurance and annuity companies dipped in 2022, reflecting a lack of understanding with the products they purchase and misaligned communication practices, offering lessons for financial advisors.

Financial Planner 234

Financial Planner Retirement Planning Retirement Insurance 234

Million Dollar Round Table (MDRT)

JANUARY 3, 2023

Below are my five favorite book club picks from 2022. Not only did I enjoy the book, but a highlight of my year was talking with the author during a 2022 MDRT EDGE session. Olson, CFP, MSFS Books are a source of fresh ideas that spark growth in my career as a financial advisor. I hope you will find them as insightful as I did.

CFP 97

CFP Financial Advisor Communication 97

Nerd's Eye View

JUNE 27, 2023

What's unique about Eric, though, is how, 10 years after launching his firm and enjoying strong and steady growth, he hit a capacity wall as a solo advisor and suddenly found the business going backwards, as a $4 million client decided to relocate, and market volatility caused several other clients to leave his firm (which meant a loss of $100,000 (..)

Financial Advisor 217

Financial Advisor Clients Valuation Communication 217

Nerd's Eye View

JUNE 10, 2024

It quickly became a perennial favorite on Nerd's Eye View, and so I've updated it every year, with new lists of books in 2014 , 2015 , 2016 , 2017 , 2018 , 2019 , 2020 , 2021 , 2022 , and a fresh round last year in 2023.

Financial Advisor 246

Financial Advisor Financial Planner Clients Communication 246

Calculated Risk

APRIL 10, 2023

However, there are many other CRE sectors in addition to office and retail: lodging (hotels), health care, warehouses (including self-storage), manufacturing facilities, food and beverage establishments, power and communication, amusement and recreation (Disneyland!), religious, transportation and more. Of the $11.1

Retail 173

Retail Transportation Food Communication 173

Good Financial Cents

OCTOBER 31, 2022

We compared more than 20 of the best auto insurance companies to help you find the best car insurance for young drivers in 2022. According to 2022 figures released in the study, drivers in the “teen” age group pay the most, with a typical 16-year-old driver paying an average of $6,034 per year for their own car insurance policy.

Insurance 94

Insurance Insurance Coverage Planning Education 94

eMoney Advisor

DECEMBER 14, 2022

Fact-finding, retirement literacy, and leading with planning round out the list of hot topics for 2022. Understand couples’ common communication issues with the knowledgeable insights of Emily Koochel, Ph.D., Here’s your opportunity to catch up with what your peers have been learning this year. AFC®, CFT-I™.

Financial Planner 78

Financial Planner Financial Planning Retirement Clients 78

Abnormal Returns

JANUARY 23, 2023

(standarddeviationspod.com) Brendan Frazier talks building communication skills with Jim Grubman. thereformedbroker.com) FutureProof 2022 was a resounding success. wiredplanning.com) Diana Britton talks with Mary Martin author of "Mindfulness for Financial Advisors."

Wealth Management 130

Wealth Management Financial Advising CFP Communication 130

Mish Talk

DECEMBER 12, 2022

The three largest holdings in the fund—which is known by its ticker symbol ARKK—are Zoom Video Communications Inc., Chief Futurist On September 7, 2022, Cathie Wood’s Ark Investment Management named its first “ chief futurist ", Brett Winton. ZM, Tesla Inc., and Exact Sciences Corp., companies Ms. What a hoot. What About Tesla?

Valuation 157

Valuation Communication Marketing Marketing 157