Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio. Is Personal Capital for Me?

Management 80

Management Investing Investments Wealth Management 80

James Hendries

NOVEMBER 15, 2022

Click here to download a PDF of this report. Securities with credit ratings of BBB and above are considered investment grade. Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

AUGUST 15, 2022

Click here to download a PDF of this report. Securities with credit ratings of BBB and above are considered investment grade. Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. It is expressed as a number of years.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

OCTOBER 7, 2022

Click here to download a PDF of this report. Securities with credit ratings of BBB and above are considered investment grade. Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

Click here to download a PDF of this report. Securities with credit ratings of BBB and above are considered investment grade. Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

Click here to download a PDF of this report. Securities with credit ratings of BBB and above are considered investment grade. Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. It is expressed as a number of years.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 30, 2022

The numbers. Some of the key numbers include: Estimates for S&P 500 earnings per share (EPS) growth coming into reporting season were around 4.1%. That number looks like it will end up at around 6.2%, according to FactSet estimates [Figure 1]. Click here to download a PDF of this report. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

SEPTEMBER 13, 2022

Since last year, the number of part timers who would prefer a full time job is steadily declining. 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. Home Sales Fall (Again).

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

SEPTEMBER 7, 2022

Here are some numbers to illustrate the consistency of this seasonal pattern: Since 1950, the S&P 500 Index has averaged a 0.54% decline in September, the worst of all 12 months. Click here to download a PDF of this report. September is often a month to remember for investors—but for the wrong reasons. Home Sales Fall (Again).

Marketing 52

Marketing Marketing Valuation Insurance 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. I was employee number one in London. RAMPULLA: Yeah.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

James Hendries

NOVEMBER 1, 2022

Expectations are the economic slowdown will become more pronounced, and as the lagged effect of cumulative rate hikes works its way into the broader economy, the unemployment rate will rise and the number of job openings will continue to fall. Click here to download a PDF of this report. economy grew at a 2.6% IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

AUGUST 15, 2022

Stock valuations are higher but bond yields are still low enough to support valuations with the 10-year Treasury yield well under 3% despite the big jobs number. Click here to download a PDF of this report. However, after a 13% bounce in the S&P 500 off the June 16 low, there is no doubt the risk-reward has become less favorable.

Marketing 52

Marketing Marketing Economy Valuation 52

Good Financial Cents

AUGUST 5, 2022

Online investing has made the process both easier and more accessible to a larger number of people. But don’t be fooled by the simplicity of the many investment platforms that are now out there. Public.com is the investing platform that helps people become better investors. Download Now Offer valid for U.S.

Portfolio 102

Portfolio Accounting Retirement Planning Investing 102

Clever Girl Finance

DECEMBER 21, 2022

There are also mutual funds, exchange-traded funds, and index funds that you can continually invest in, in order to get a large profit later. You can begin with any of these using Robo-advisors or an investment advisor. Printables are those adorable print-outs you can download and use for just about anything.

Advertising 110

Advertising Accounting Investing Investments 110

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I was employee number 10. BERRUGA: I mean, cybersecurity is one of our highest conviction themes right now, for a number of reasons, Barry. RITHOLTZ: And where are we now?

Clients 152

Clients Investing Investments Management 152

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. Have you seen the most recent numbers on adviser growth by asset category?

Clients 52

Clients Financial Advisor Planning Numbers 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. We were number two or number three.

Financial Advisor 59

Financial Advisor Clients Marketing Marketing 59

Clever Girl Finance

AUGUST 2, 2023

Other investing opportunities There are also mutual funds, exchange-traded funds (ETFs), and index fund investing that you can continually invest in, in order to get a large profit later. You can begin with any of these using Robo-advisors or an investment advisor.

Accounting 62

Accounting Advertising Taxes License 62

Indigo Marketing Agency

APRIL 23, 2020

I’m a former investment advisor representative with LPL Financial. I have a degree in economics, an MBA in marketing, I’m a lecturer at UCLA extension, and at Indigo marketing we work with 165 top independent financial advisors to do their marketing for them. Becoming the “Go-To Expert” in your niche 3.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

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. And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. They just didn’t do that in big numbers back then.

Compliance 152

Compliance Wealth Management Clients Management 152

James Hendries

JULY 6, 2022

President Biden’s approval rating has continued to decline amid higher inflation numbers, with a near perfect inverse correlation to gas prices. Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

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. It’s still a fairly small number.

Management 268

Management Assets Portfolio Investing 268