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 3.6

Communication 345

Communication Banking Economy Economics 345

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. We expect the 2023 median policy rate forecast to show one more 25bp hike, for a terminal rate of 5.5-5.75%. March 2023 0.0 March 2023 4.0

Banking 288

Banking Economics Economy Communication 288

Abnormal Returns

DECEMBER 8, 2023

bloomberg.com) Audio The 10 best audiobooks of 2023 including 'The Secret Hours' by Mick Herron, narrated by Gerard Doyle. infiniteloopspodcast.com) Matt Reustle talks Charter Communications ($CHTR) with Tony Coniaris and John Sitarz of Oakmark Funds. (wsj.com) Spotify ($SPOT) has cancelled ‘Heavyweight,’ and ‘Stolen.’

Advertising 260

Advertising Communication Economy Banking 260

Calculated Risk

JULY 5, 2023

From the Fed: Minutes of the Federal Open Market Committee, June 13-14, 2023. Given the continued strength in labor market conditions and the resilience of consumer spending, however, the staff saw the possibility of the economy continuing to grow slowly and avoiding a downturn as almost as likely as the mild‑recession baseline.

Economics 305

Economics Communication Banking Economy 305

Nerd's Eye View

MARCH 29, 2024

Also in industry news this week: With the new “T+1” rules for trade settlements will go into effect in late May, the SEC has issued a risk alert for broker-dealers and RIAs outlining the requirements they face and areas of focus for the regulator during upcoming examinations A recent survey suggests that while client satisfaction with their (..)

Financial Planner 244

Financial Planner Insurance Coverage Financial Advisor Communication 244

Calculated Risk

MAY 24, 2023

percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending May 19, 2023. debt ceiling and communication from several Federal Reserve officials last week, which sent Treasury yields higher, along with mortgage rates.

Communication 246

Communication Economy Economics Sales 246

Cornerstone Financial Advisory

OCTOBER 23, 2023

Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. Source: Econoday, October 20, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, October 20, 2023 2. The Wall Street Journal, October 20, 2023 3. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 2, 2023

Source: Econoday, September 29, 2023 The Econoday economic calendar lists upcoming U.S. STZ) Source: Zacks, September 29, 2023 Companies mentioned are for informational purposes only. In 2023, the standard mileage rate is 65.5 The Wall Street Journal, September 29, 2023 2. CNBC, September 26, 2023 5.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

1,2,3 Stocks Rise On Slowing Economy Investor sentiment turned positive last week as signs of economic softness were interpreted as reason for the Fed to hold off on further rate hikes. Source: Econoday, September 1, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, August 25, 2023 2.

Marketing 105

Marketing Marketing Economics Food 105

Abnormal Returns

MAY 10, 2023

awealthofcommonsense.com) Some lessons from the 2023 Berkshire Hathaway ($BRK.A) vox.com) Economy April CPI came in at 0.4% wsj.com) Microsoft 365 users spend most of their communicating. Strategy The case for international diversification still holds. annual meeting. novelinvestor.com) What will your investing obituary say?

Financial Advising 130

Financial Advising Startup Communication Media 130

Discipline Funds

NOVEMBER 8, 2023

Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower. In the meantime, I hope the rest of 2023 treats you well.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

Good Financial Cents

DECEMBER 14, 2022

With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. Communication Skills. Finance is a complex field, and communicating effectively is essential for success.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Trade Brains

APRIL 8, 2023

How will it help the economy? The strategic timing will benefit the overall economy. TRENDING Top Undervalued Stocks in India to Watch Out For in 2023 Best Semiconductor Stocks in India #4 – SPEL Semiconductor Ltd Face Value (₹): 10 Net Profit Margin: -75.33 Market Cap (Cr): ₹183.59Cr Current Ratio: 0.99 Debt to Equity: 0.52

Manufacturing 96

Manufacturing Electronics Government Communication 96

FMG

JANUARY 31, 2023

4 Questions To Determine Frequency) via Advisorpedia According to a YCharts Client Communication Survey , email is the preferred communication channel for the majority of clients. Kickstart your email marketing strategy in 2023 with these handy tips. How Often Should Financial Advisors Send Emails? (4 Well, struggle no more.

Financial Advisor 52

Financial Advisor Media Communication Clients 52

FMG

MAY 16, 2023

Financial Advisor Client Communication: 4 Tips to Create Your Communication Strategy via Advisorpedia If you don’t keep your clients “in the know” and regularly communicate with them by sharing timely and useful content, then they are going to be getting that information elsewhere. Learn how here.

Communication 52

Communication Media Clients Financial Advisor 52

Cornerstone Financial Advisory

MAY 22, 2023

Source: Econoday, May 19, 2023 The Econoday economic calendar lists upcoming U.S. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) WDAY) Source: Zacks, May 19, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, May 19, 2023 2. Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

FMG

FEBRUARY 7, 2023

Planning for 2023: LinkedIn Posting Tips via Social Media Today If you’re looking to update your LinkedIn social strategy this year, then this article is for you! Struggling to find the time to update your clients and prospects on everything happening with the markets and economy? Well, struggle no more.

Financial Advisor 52

Financial Advisor Media Communication Planning 52

FMG

JANUARY 17, 2023

Planning for 2023 – Defining Your Brand and Content Mission via Social Media Today. Justin Adams shares ten marketing strategies to grow your business in 2023, including: Focus on building your brand. Prioritizing email for your communication. What are your 2023 goals for your firm? Invest in social media.

Media 52

Media Budgeting Communication Financial Advisor 52

Trade Brains

FEBRUARY 21, 2024

Bharat Electronics: In the budget plan for the year 2023-24, the government increased the money allocated for defense to ₹5.94 As a leading player in the defense industry, BEL specializes in supplying radar, communication, and electronic warfare equipment to the Indian armed forces. lakh crore. Additional Orders Value: Rs.

Electronics 105

Electronics Government Communication Budgeting 105

Cornerstone Financial Advisory

JANUARY 17, 2023

Sustained declines in inflation, a rate hike cycle nearing an end, and a resilient economy that may avoid recession resulted in a broad-based rally. Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, January 13, 2023 Companies mentioned are for informational purposes only.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MARCH 27, 2023

4 The official announcement hinted that the Fed might soon be done with raising rates while also stating it was too early to ascertain the degree to which the economy could slow from the current banking strains. Source: Econoday, March 24, 2023 The Econoday economic calendar lists upcoming U.S. IRS.gov, 2023 7.

Marketing 59

Marketing Marketing Taxes Banking 59

FMG

AUGUST 29, 2023

How Financial Advisors Can Highlight Their Brand Value on YouTube via Advisorpedia If you want to effectively communicate as a financial advisor, it’s important that you use storytelling. Struggling to find the time to update your clients and prospects on everything happening with the markets and economy? Read more here.

Financial Advisor 52

Financial Advisor Media Advertising Planning 52

FMG

MARCH 14, 2023

30 YouTube statistics to power your marketing strategy in 2023 via SproutSocial YouTube plays such a big role in your marketing and your online presence. 10 Best Podcasts for Financial Advisors in 2023 via Three Crowns Marketing Podcasts are such a great way to connect with your audience! Learn more about each in the full article.

Media 52

Media Financial Advisor Advertising Clients 52

Cornerstone Financial Advisory

JANUARY 30, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. economy expanded at a 2.9% Source: Econoday, January 27, 2023 The Econoday economic calendar lists upcoming U.S. CNBC, January 26, 2023 5.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

FEBRUARY 27, 2023

However, members diverged on the economy, with some members finding the risk of recession elevated. Source: Econoday, February 24, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, February 24, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, February 24, 2023 2.

Economics 59

Economics Taxes Investment Advisor Investments 59

FMG

JUNE 13, 2023

Key Insight When a brand experience is strong, it turns customers into advocates while building credibility that boosts your business, and there are certain elements to a good brand experience, including consistency across all touchpoints, effective communication, emotional connection and more. Well, struggle no more.

Media 52

Media Communication Education Financial Advisor 52

Cornerstone Financial Advisory

MARCH 13, 2023

4 Powell’s Congressional Testimony Fed Chair Powell last week testified on Capitol Hill during which he acknowledged that the economy was running hotter than he had expected. Source: Econoday, March 10, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, March 10, 2023 2. Copyright 2023 FMG Suite.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JULY 3, 2023

Weekly Market Insights: Economy Continues Upward Trend Presented by Cornerstone Financial Advisory, LLC Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test. The Wall Street Journal, June 30, 2023.

Marketing 59

Marketing Marketing Economics Taxes 59

Trade Brains

JANUARY 4, 2024

Fundamental Analysis Of Tanla Platform s: Have you ever thought about who connects you to enterprises and developers for communications or verifications? Today they are among the largest Cloud Communication providers in the world. Tanla’s revenues are derived from its digital platforms and enterprise communications businesses.

Planning 69

Planning Communication Certification Healthcare 69

FMG

APRIL 25, 2023

This shows why it’s so important to connect with the younger generation, and Julie Johnson, president and CEO of XY Communication caught up with Matt Halloran to share how you can do this. Struggling to find the time to update your clients and prospects on everything happening with the markets and economy? Well, struggle no more.

Clients 52

Clients Financial Advisor Communication Financial Planning 52

FMG

FEBRUARY 28, 2023

Struggling to find the time to update your clients and prospects on everything happening with the markets and economy? Book a Demo to Find Out More The post Trending This Tuesday, February 28, 2023 appeared first on FMG Suite. Well, struggle no more.

Media 52

Media Financial Advisor Financial Planner Communication 52

Indigo Marketing Agency

JUNE 21, 2023

Can you believe we’re halfway through 2023? Let’s take a look at the shifting landscape for financial advisors and how marketing can play an important role in the second half of 2023. We’re certainly not out of the woods yet, but there is hope on the horizon that the second half of 2023 will be brighter than initially predicted.

Financial Advisor 52

Financial Advisor Clients Education Communication 52

Ballast Advisors

AUGUST 18, 2023

The percentage of workers who felt at least somewhat confident in their ability to afford retirement plummeted nine percentage points, from 73% in 2022 to just 64% in 2023. For retirees, the drop was four percentage points — from 77% in 2022 to 73% in 2023. The survey was conducted in January and February 2023.

Retirement 52

Retirement Taxes Planning Accounting 52

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Analogies eventually break down, especially this one. Why The “Landing” Analogy?

Marketing 52

Marketing Marketing Economy Economics 52

Cornerstone Financial Advisory

JULY 17, 2023

Lower-than-forecast inflation on both consumer prices and producer prices sparked investor optimism that inflation may be able to fall further without tipping the economy into recession and provide the basis for the Fed to moderate its more hawkish rate hike stance. The Wall Street Journal, July 14, 2023 2. Copyright 2023 FMG Suite.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. IRS.gov, April 7, 2023. MedlinePlus.gov, December 12, 2023.

Marketing 105

Marketing Marketing Taxes Economics 105