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Midyear Outlook 2022 | Navigating Turbulence | July 12, 2022

James Hendries

We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. The sources of turbulence are clear.

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Client Letter | Midyear Outlook 2022: Navigating Turbulence | July 12, 2022

James Hendries

How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. When times are turbulent, the surest path toward progress remains sound financial advice from dedicated professionals who have logged many hours in similar conditions.

Clients 52
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Client Letter | Outlook 2023: Finding Balance | December 6, 2022

James Hendries

Even after another dizzying year, as 2022 proved to be. If 2022 was about recognizing imbalances that had built in the economy and starting to address them, we believe 2023 will be about setting ourselves up for what comes next as the economy and markets find their way back to steadier ground—even if the adjustment period continues.

Clients 52
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Client Letter | Better Times Ahead | September 28, 2022

James Hendries

Dear Valued Investor, In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. Investing involves risks including possible loss of principal.

Clients 52
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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. He also runs a successful blog, The Reformed Broker , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics.

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Recency Bias!!!

Walkner Condon Financial Advisors

As these tables can take a while to be published or readily available, let’s for now break the past twenty years of available market data into two 10-year periods: 2003-2012 and 2013-2022. Large Caps outperformed Developed ex-US stocks in every year but two (2017 and 2022). Large Cap, Developed ex-U.S. In each of those instances, U.S.

Assets 59
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Should you die and go to hell before selling an annuity?

Sara Grillo

2 Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same fiduciary standard as registered investment advisors? And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. January 11 th , 2023.