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How to Communicate the Silicon Valley Bank Failure to Your Clients

Indigo Marketing Agency

As a financial advisor, it’s crucial to effectively communicate this event to your clients to help them understand the potential impact it may have on their investments and overall financial well-being. Proactive communication is good client service. Does this level of communication feel overwhelming? Provide context.

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Friday links: making peace with your losses

Abnormal Returns

(awealthofcommonsense.com) The entire government debt limit debate is annoying. bonddad.blogspot.com) Earlier on Abnormal Returns Podcast links: the economics of innovation. newsletter.abnormalreturns.com) Mixed media How AI can subtly influence you and your communications. podcasts.apple.com) Housing sales have bottomed.

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Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy

Brown Advisory

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. An organization’s success in mission-aligned investing begins with effectively communicating the investment strategy, mission, and performance-related goals and progress toward realizing them. Tue, 09/06/2022 - 10:17.

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Weekly Economic Insight – February 27, 2023

Cornerstone Financial Advisory

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Thursday: Jobless Claims.

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Weekly Market Insights – February 26, 2024

Cornerstone Financial Advisory

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. 3,4 This Week: Key Economic Data Monday: New Home Sales.

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FOMC Preview: No Change to Policy Expected

Calculated Risk

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. The biggest focus of the September meeting should be the updated Summary of Economic Projections (SEP). Economic projections will be released at this meeting.

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Weekly Market Insights – October 2, 2023

Cornerstone Financial Advisory

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. But the rally faded as traders fixated on a potential government shutdown. Thursday: Jobless Claims.