Zoe Financial

APRIL 7, 2025

Economic Update: Market reaction: The sell-off reflects uncertainty, not full confidence that the tariffs will hold negotiations are expectedarket reaction: The sell-off reflects uncertainty, not full confidence that the tariffs will hold negotiations are expected. Economies and markets fluctuate. imports from 2.3%

Marketing

Discipline Funds

APRIL 7, 2025

This whole thing really blows my mind because this was never a controversial topic in economics. And what could happen in that scenario is that global trade slows meaningfully, business uncertainty lingers and that ultimately starts this long slow bleed into the real economy over time. 3) How About that Countercyclical Indexing?

Portfolio

Your Richest Life

FEBRUARY 24, 2025

Federal Reserve Chair Jerome Powell said that the economy is in a good place right now, and with inflation rates creeping back up , there is no reason to make another cut at this time. Future cuts will depend on inflation and the strength of the economy as the year goes on. 2025 Inflation creeps up The U.S.

Financial Market

WiserAdvisor

JUNE 24, 2025

A recession is typically defined as a decline in the market and the economy, and while that sounds serious, and it is, there is no need to panic just yet. After all, that is what a solid financial plan is all about. Such a mindset can be a real asset when the economy slows down. It builds discipline.

Financial Advisor

WiserAdvisor

JUNE 16, 2025

One impulsive decision or economic downturn can turn the tables over. Use the right high-net-worth financial planning strategies to protect your assets from lawsuits, domestic disputes, theft, cybercrime, and more Lawsuits, cybercrime, and theft are real risks. economy around $367.8 Investing only in the U.S.

Wealth Management

Discipline Funds

MAY 5, 2025

First, the performance of the stock market and short-term economic data doesn’t give us any definitive understanding of the tariffs. And I’ve had numerous clients reach out to me to say how calm they’ve been specifically because they have such a sound understanding of how their assets match their financial planning needs.

Assets

WiserAdvisor

JUNE 17, 2025

IBM has announced that it plans to invest $150 billion in the U.S. over the next five years, while Apple is set to pump more than $500 billion into the American economy by 2029. economy is likely to see significant supply chain expansion. With such massive investments, the U.S. So, what can you do?

Financial Advisor

Your Richest Life

JANUARY 9, 2025

economy for 2025, and said he expects inflation to hit its 2 percent target by 2027. A Strong Economic Outlook In spite of higher interest rates, a presidential election and a slowing job market, 2024 was still a strong year for the U.S. The economy was up 2.7 economy, but its difficult to determine what the effects will be.

Economy

The Big Picture

FEBRUARY 24, 2025

This includes setting goals, having a financial plan, and acknowledging our collective inability to predict the outcomes of geopolitical events (either domestic or overseas). How that plays out in the courts and the economy is as yet unknown. My emphasis was on staying focused on the long term. government may be occurring.

Economy

Investing Caffeine

MAY 1, 2025

Issues are More Gray Than Black or White Journalists – most of whom have little investing experience – like to authoritatively paint economic issues in black-or-white terms. To claim the media offers a balanced view of both the positives and negatives of complicated financial topics would be disingenuous. Doom and gloom.

Media

Inside Information

JUNE 28, 2025

The basic idea behind alts, as I see it, is to create vehicles that would invest in more interesting areas of the economy than stocks and bonds. Large institutions and ultra-sophisticated investors have the ability to ferret out opportunities in our complicated economic landscape, and most importantly separate the wheat from the chaff.

Startup

Carson Wealth

JULY 10, 2025

The “whiplash theme” of the current administration’s economic agenda necessitates investor readiness to adjust to sudden changes in fiscal policy. The “whiplash theme” of the current administration’s economic agenda necessitates investor readiness to adjust to sudden changes in fiscal policy. Better client outcomes in turbulent times.

Risk Tolerance

Fintoo

JUNE 11, 2025

2025 hasn’t been kind to the Indian stock market. From sudden dips to investor panic, a cocktail of global influences has turned the market into a rollercoaster. But if you’re wondering why this is happening—and more importantly, what you should do—you’re in the right place. Let’s break down the chaos and bring some clarity.

Marketing

Investing Caffeine

DECEMBER 2, 2024

Combined, these negative side effects have the potential of significantly dampening economic growth. As you may recall, much of the 2022 decline was caused by the Fed slamming on the economic breaks with its fastest rate-hiking cycle in four decades (raising rates from 0.0% per year) because of the -20% hit on stocks during 2022.

Marketing

The Big Picture

APRIL 8, 2025

But let’s start with your background in your career, applied mathematics and economics from Brown and then a Harvard MBA. Tell us what, what the career plans were. Can we give every single one of your employees a free financial plan? Our customization of asset allocation really starts with financial planning.

Asset Allocation

Investing Caffeine

APRIL 1, 2025

On the surface, a $131 billion trade deficit sounds very significant, but when compared to a $30 trillion economy ( Gross Domestic Product GDP), this negative trade balance represents less than 0.5% Economic data should clear some of the fog. surveys) indicate various cracks in the economic foundation are forming. stagflation).

Economy

Your Richest Life

MAY 1, 2025

High home prices and mortgage rates are still slowing sales, while tariffs and economic uncertainty could drive prices up further in the coming months. While affordability may be improving, the high uncertainty around the markets, economy and prices going forward still makes it a challenging year for both buyers and sellers.

Marketing

Investing Caffeine

JULY 1, 2025

Economy Resilient Despite Tariffs and Geopolitical Turmoil Source: Calafia Beach Pundit Credit Default Swaps ( CDS ) act as insurance contracts that protect investors against corporate debt defaults. While the name-calling is colorful, the economic pressure is real: U.S. But the economy is showing surprising resilience.

Marketing

Wealth Management

JULY 11, 2025

Those differences, politically and economically, took an explosive turn this year as the United States unequivocally declared its focus and preference for digital currencies over CBDCs via its current presidential administration. in Q1 RIA Model Portfolio Assets Rose 5.5%

Estate Planning

Tobias Financial

MARCH 12, 2025

Economic uncertainty, shifting policies, and global events can make it difficult to know what comes next. You may be wondering how all of this impacts your financial future and the plans youve worked hard to build. These competing factors are pulling the economy in different directions, making price trends more unpredictable.

Marketing

Discipline Funds

JUNE 20, 2025

They downgraded their economic outlook marginally and raised inflation expectations slightly. economic growth and 3% inflation. The way I would describe most of this is that the financial markets and the economy are primarily dictated by huge secular trends. Anyhow, here are some charts I think I am thinking about.

Valuation

Investing Caffeine

AUGUST 1, 2025

The nearly 900-page legislation spans a broad range of economic issues including tax reform, healthcare, energy policy, and national security. Whether the deficit widens as the CBO projects, or narrows thanks to a stronger, growing economy, remains to be seen. The One Big Beautiful Bill What has fueled the rally?

Valuation

Trade Brains

JULY 2, 2025

At its core, the campaign challenges the common habit of prioritising savings and investments while neglecting basic financial protection. It reaffirms that life insurance should be the starting point of any secure financial plan—providing a strong foundation for long-term goals like children’s education, homeownership, and retirement.

Insurance

The Better Letter

JULY 19, 2025

In a tough economy, a guy in his 50s without a high school diploma has it especially tough. As Charley Ellis first noted , investing ( like financial planning generally) is a “loser’s game” much of the time, with outcomes dominated by luck rather than skill and high transaction costs.

Math

Wealth Management

JUNE 12, 2025

Lynn O'Shaughnessy , Columnist: College Planning June 12, 2025 4 Min Read 12875116/iStock/Getty Images Plus When I took on this task years ago, it was challenging to figure out the itinerary for a 12-day trip that included nine private liberal arts colleges in Massachusetts, New York and Pennsylvania. the system is rigged.

Wealth Management

Integrity Financial Planning

JANUARY 9, 2023

The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. Americans and the world at large dealt with the economic ramifications of the Russia-Ukraine war, post-pandemic industrial effects, and rising inflation and interest rates. Inflation Pinched Pockets. 1] [link]. [2] 2] [link]. [3]

Accounting

Integrity Financial Planning

MARCH 19, 2023

What Is Rolling Recession You may have noticed that the economy after the pandemic has been very up and down. A recession is traditionally defined as a consistent, widespread downturn in the economy. [1] A recession is traditionally defined as a consistent, widespread downturn in the economy. [1]

Retirement

Nationwide Financial

OCTOBER 25, 2022

Nationwide Economics expects consumer inflation to remain highly elevated into 2023 while gradually slowing over the next year. Interest rates are expected to remain higher next year and into 2024 to prevent a renewed surge in prices, even with an economic downturn likely in 2023. How could the midterm elections affect the economy?

Clients

Integrity Financial Planning

DECEMBER 11, 2023

Over the past 10 years, a 60/40 portfolio was the go-to for many folks putting together their portfolios, and there are many sources out there that still recommend this plan. And while this strategy does have its merits, it can have some flaws in certain economic situations. [1] So, the 60/40 portfolio was seeing tremendous growth!

Portfolio

Integrity Financial Planning

MARCH 28, 2023

Our current economic situation is complex and, in some ways, unprecedented. Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. Changes in the Global Economy For many years the world has been growing economically.

Retirement

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. The record-high credit card debt presents a significant challenge for both individuals and the economy.

Financial Planning

Integrity Financial Planning

DECEMBER 13, 2022

The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008. [1] However, this dip may be temporary; an economic recovery isn’t out of the picture in the future. 1] [link]. [2] 2] [link]. [3] 3] [link]. [4] 4] [link]. [5] 5] [link]. [6]

Financial Planning

Carson Wealth

JULY 18, 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. SUMMARY OF MAJOR VIEWS The economy remains resilient supported by job gains, income growth, and strong consumer balance sheets as well as productivity gains on the business side.

Investments

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. The record-high credit card debt presents a significant challenge for both individuals and the economy.

Financial Planning

Walkner Condon Financial Advisors

JANUARY 30, 2024

One definition , according to a speech delivered by Tom Barkin, the President of the Federal Reserve Bank of Richmond, is “where inflation completes its journey back to normal levels while the economy stays healthy”. One might then wonder 1) what are normal inflation levels and 2) what defines a healthy economy. during this period.

Economy

Integrity Financial Planning

DECEMBER 19, 2022

However, the 2022 economy has brought the classic 60/40 allocation strategy into question as both the stock and bond markets dip at the same time. 2] With high inflation, rising interest rates, and economic uncertainty, stocks have taken a knock in 2022, falling by nearly 23%. [3] Yo-yo Stock Markets. Sinking Bond Markets. 1] [link].

Portfolio

Discipline Funds

OCTOBER 9, 2024

The US economy has been on a tear versus every other G20 economy over the last 10 years and especially in the last few years. While high interest rates are slowing most other developed economies the US has stayed relatively robust. This is especially true in the pricing of the US stock market.

Valuation