The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. Jenny Johnson is CEO of investment giant Franklin Templeton. Did you guys just say, we really want to be pure investment management? They run about a $1.5

Management 217

Management Investments Investing Assets 217

James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. Click here to download a PDF of this report. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

JULY 13, 2022

Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief. Click here to download a PDF of this report. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. At the same time, U.S. and Europe.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

OCTOBER 25, 2022

The National Bureau of Economic Research (NBER) is the official arbiter of U.S. business cycles, and they consider a wide range of economic indicators other than just the quarterly GDP metric. Depth refers to declining economic activity that is more than a relatively small change. Click here to download a PDF of this report.

Marketing 52

Marketing Marketing Economics Economy 52

James Hendries

NOVEMBER 15, 2022

Click here to download a PDF of this report. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

Click here to download a PDF of this report. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

Click here to download a PDF of this report. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

The Big Picture

JULY 29, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And then when I decided to leave Schwab, I went to Pershing and worked on investment platforms there. And they wanted to ensure that they had the investment platforms they needed to compete globally.

Clients 144

Clients Portfolio Financial Advisor Investments 144

Midstream Marketing

SEPTEMBER 15, 2019

We’ve recently compiled a handy list of all the top financial advisor and wealth management blogs out there, as per traffic estimates from SEMRUSH. Many of these are written by registered investment advisors and similar professionals and all of them bring something unique to the table that is certainly worth a closer look.

Financial Advisor 52

Financial Advisor Wealth Management Certified Financial Planner Economics 52

The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. My special guest this week is Tom Rampulla. So that was helpful.

Financial Advisor 280

Financial Advisor Clients Taxes Investing 280

James Hendries

AUGUST 23, 2022

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Click here to download a PDF of this report. Investing involves risks including possible loss of principal. Investing involves risks including possible loss of principal.

Marketing 98

Marketing Marketing Sales Economy 98

James Hendries

NOVEMBER 1, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. Click here to download a PDF of this report. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

SEPTEMBER 13, 2022

Likewise, during periods of economic slowdown, temporary workers are typically the first to get the notorious pink slip. One risk is the high number of workers in temporary help services since these jobs often are the first to go during times of economic uncertainty. Click here to download a PDF of this report.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

AUGUST 30, 2022

Still, corporate America delivered the type of upside investors have grown accustomed to in much easier economic environments. We’re counting on inflation pressures easing next year while economic growth potentially picks up from the anemic level in the first half of 2022 to provide additional support. The numbers.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

AUGUST 3, 2022

The official arbiter of business cycle dating is the National Bureau of Economic Research (NBER). had never before experienced the massive swings in economic activity during the 2020 pandemic, making even the current analysis more difficult. The economic growth outlook has weakened. Click here to download a PDF of this report.

Marketing 98

Marketing Marketing Economy Valuation 98

James Hendries

SEPTEMBER 20, 2022

economic growth. More specifically, it reflects how the Fed intends to stimulate or slow economic growth by cutting or raising its policy rate. This is referred to as an inverted yield curve, which has been a pretty reliable predictor of economic recessions. Click here to download a PDF of this report. The shape of U.S

Marketing 52

Marketing Marketing Economy Banking 52

James Hendries

OCTOBER 11, 2022

The British pound had been weakening for some time amid a backdrop of dollar strength and a poor economic outlook as the U.K. operate Liability Driven Investment (LDI) programs whereby they use derivatives to gain leveraged exposure to, supposedly safe, gilts. Click here to download a PDF of this report. financial system.

Marketing 52

Marketing Marketing Banking Government 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Which leads me to the troubling conundrum of investing in foreign stocks. This bias is really just a subspecies of “familiarity bias,” meaning that investors tend to be more confident in investing in things they know better or have more contact with than things that are more distant. diversified) investment diet.

Assets 59

Assets Investments Investing Marketing 59

James Hendries

AUGUST 15, 2022

Market strategists and pundits make the relationship between recessions and the stock market seem binary, but each economic contraction is different and has different effects on earnings. First, keep in mind that stocks tend to look forward by four to six months and can provide warnings of changing economic conditions.

Marketing 52

Marketing Marketing Economy Valuation 52

Good Financial Cents

AUGUST 5, 2022

It often seems as if everyone is looking for the secret sauce to get rich off stocks, and many other investments as well. There’s nothing magic about investing in stocks, and no guarantees you’ll ever get rich. Ad Invest as little or as much as you want with a Robinhood portfolio. Click your state to start investing today!

Portfolio 102

Portfolio Accounting Retirement Planning Investments 102

James Hendries

SEPTEMBER 7, 2022

in September (source: Bespoke Investment Group). Businesses often begin cutting these jobs during periods of economic uncertainty and an increasingly large number of individuals in these roles is inherently unstable for the labor market. Click here to download a PDF of this report. Technical analysis perspective.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

AUGUST 15, 2022

Click here to download a PDF of this report. Investing involves risks including possible loss of principal. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Economy Valuation 52

Brown Advisory

FEBRUARY 26, 2021

Policy Impact: How New Initiatives in Washington Intersect with ESG Portfolios jharrison Fri, 02/26/2021 - 05:00 Recently, Erika Pagel , CIO of Sustainable Investing, and Elizabeth Hiss , Sustainable Investment Analyst, spoke with Susan Traver , Senior Advisor, about how new initiatives in Washington D.C.

Portfolio 52

Portfolio Nonprofit Taxes Investments 52

Brown Advisory

FEBRUARY 26, 2021

Recently, Erika Pagel , CIO of Sustainable Investing, and Elizabeth Hiss , Sustainable Investment Analyst, spoke with Susan Traver , Senior Advisor, about how new initiatives in Washington D.C. Please see below for a recording of the discussion ( download transcript ). Sustainable Investing. MORE ON THIS TOPIC.

Portfolio 52

Portfolio Nonprofit Taxes Investments 52

Indigo Marketing Agency

OCTOBER 25, 2019

How can advisors prepare 5 or 10 years out to sell their firms? Listen here now, or download and subscribe on iTunes to listen on your commute! Claire Akin (CA): Thanks so much for joining me for The Marketing Podcast for Financial Advisors. What do they need to do to economically move up and have success? Transcription.

Clients 52

Clients Financial Advisor Planning Numbers 52

Indigo Marketing Agency

APRIL 23, 2020

Creating urgency for prospects to act today Download your free “Marketing In A Crisis” checklist to learn exactly what you should be doing each week to retain your best clients, get more referrals, and get in front of new prospects. So first, I want to give you my story. Making it easy to work with you virtually 4.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

OCTOBER 25, 2019

Listen here now, or download and subscribe on iTunes to listen on your commute! New episodes will be published weekly with various guests, including top advisors, tech consultants, and marketing machines who are excited to tell you how to use proven marketing strategies to grow a thriving practice.

Financial Advisor 59

Financial Advisor Clients Marketing Marketing 59

The Big Picture

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. HAMBURGER: I wouldn’t disagree.

Compliance 157

Compliance Clients Wealth Management Management 157

James Hendries

JULY 6, 2022

But our belief is that this economic and profit environment is better than in the early 1990s, early 2000s, or 2008-2009 and therefore supports higher valuations. For instance copper, often referred to as Dr. Copper for its ability to forecast economic conditions, just hit its lowest level since February 2021. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

NOVEMBER 15, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. RITHOLTZ: Interesting. RITHOLTZ: Right.

Management 273

Management Assets Portfolio Investing 273

James Hendries

NOVEMBER 8, 2022

Policy itself can be difficult to forecast, and economic factors often overwhelm the impact on markets. But as seen in the energy example above, larger economic forces tend to be more meaningful. Click here to download a PDF of this report. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Government Banking 52