Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Carson Wealth

MAY 1, 2023

Equities closed out April in strong form amid better-than-expected earnings and resilient economic data. This gets a ton of play in the media, as the next six months are indeed the worst-performing period of the year. Don’t Be Fooled by Headline GDP The Bureau of Economic Analysis reported that the U.S. return since 1950.

Marketing 52

Marketing Marketing Economy Numbers 52

Trade Brains

MARCH 27, 2024

DIIs play a crucial role in the stability and development of the domestic financial markets, contributing to liquidity and influencing market trends. Market research, economic conditions, and regulatory considerations frequently influence investment decisions. 2,06,057 crore, Jio Financial Services worth Rs. 4,495 crore.

Pharmaceutical 59

Pharmaceutical Banking Portfolio Insurance 59

Brown Advisory

JUNE 19, 2019

With the daily stream of “7th inning” and “fourth quarter” articles about the current economic cycle, it is hard to avoid warnings in the media about the potential for a downturn and/or recession. Late-Cycle Investing: MBS Offer Attractive Income and Downside Protection. Wed, 06/19/2019 - 09:00.

Investing 52

Investing Investments Clients Government 52

Brown Advisory

MAY 10, 2018

The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S., A rapid increase in foreign trade has fueled global economic growth, and multinational companies have flourished in this environment. of total imports.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S., A rapid increase in foreign trade has fueled global economic growth, and multinational companies have flourished in this environment. of total imports.

Economy 52

Economy Portfolio Clients Sales 52

The Better Letter

APRIL 29, 2022

The latest capacity utilization number may become a helpful piece of the economic puzzle, but it is highly unlikely to suggest any major change in the economy. Indeed, nearly everything that gets a lot of attention in the financial services business today is focused upon faster and phonier. But it’s still a charade.

Media 52

Media Advertising Accounting Management 52

The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson.

Banking 143

Banking Economics Economy Business Planning 143

Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. We’ve believed for a while now that the bear market ended in October, but the financial media prefer the 20% definition. Interestingly, the tide has been shifting recently , as a string of relatively stronger economic data has been reported.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

AUGUST 21, 2023

That got a lot of media attention, and rightfully so. The economy has surprised to the upside and stocks had one of their best starts to a year. Resilient Economy May Be Accelerating Another month, another slew of economic data that not only shows the economy is resilient, but also that it may be accelerating.

Marketing 52

Marketing Marketing Economy Retail 52

Brown Advisory

MARCH 27, 2023

Generally speaking, old-economy commercial borrowers (e.g. We also need to make a quick and crude distinction between the difference in making a loan to an old-economy borrower and buying government-backed bonds. Whisper campaigns began popping up on social media platforms and private chat groups. Source: Bloomberg.

Banking 90

Banking Economics Insurance Assets 90

Brown Advisory

DECEMBER 14, 2017

They have attracted attention as a group—as a success story and, more recently, as a target of skeptics— but these companies have far less in common than the “FANG” acronym and associated media coverage suggest. All charts, economic and market forecasts presented herein are for illustrative purposes only.

Valuation 52

Valuation Advertising Clients Investing 52

Brown Advisory

DECEMBER 14, 2017

They have attracted attention as a group—as a success story and, more recently, as a target of skeptics— but these companies have far less in common than the “FANG” acronym and associated media coverage suggest. All charts, economic and market forecasts presented herein are for illustrative purposes only.

Valuation 52

Valuation Advertising Clients Investing 52

Carson Wealth

MAY 22, 2023

Surprisingly, stocks continue to trend higher in the face of a constant barrage of negative news in the media. As we explain more below, the economy is presenting many positive signs that suggest a recession is unlikely, and stocks likely are sniffing this out. Housing may no longer be a drag on economic growth the rest of this year.

Marketing 52

Marketing Marketing Economy Economics 52

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. The S&P 500® Index represents the large-cap segment of the U.S.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Investment Perspectives - The Great Debate. Wed, 06/21/2017 - 12:35. The S&P 500® Index represents the large-cap segment of the U.S.

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

OCTOBER 24, 2022

We talk about everything from when do you think about risk, how do you diversify a portfolio, at what point do you really have to rethink the fundamentals of what’s going on in the economy and the marketplace? And it’s funny, I had my first brush with, you know, media as a professional at that time. NORTON: No.

Portfolio 130

Portfolio Management Assets Investing 130

Brown Advisory

JULY 1, 2016

Instead, we’re looking 10, 20 or 30 years ahead—a long enough horizon to smooth out short-term fluctuations resulting from variables such as economic cycles, changes in interest rates and geopolitical events. Following the 2007–2008 financial crisis, some observers began referring to the “new normal.”

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Instead, we’re looking 10, 20 or 30 years ahead—a long enough horizon to smooth out short-term fluctuations resulting from variables such as economic cycles, changes in interest rates and geopolitical events. Following the 2007–2008 financial crisis, some observers began referring to the “new normal.” Adjusting to the "New Normal".

Investing 52

Investing Investments Portfolio Assets 52

Abnormal Returns

APRIL 9, 2023

wsj.com) Why so many financial services companies introduce friction into the system. vox.com) Economy Hours worked are below where they were pre-pandemic. msn.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? msn.com)

Financial Advising 160

Financial Advising Startup Financial Services Manufacturing 160

The Better Letter

FEBRUARY 2, 2023

. ","username":"ClimateDad77","name":"Climate Dad","date":"Sat Aug 06 07:30:45 +0000 2022","photos":[{"img_url":"[link] Climate Dad @ClimateDad77 For the economy to grow, life on this planet has to die. Everyone in financial services (at least) should read this.

Food 73

Food Investing Investments Electronics 73

The Big Picture

SEPTEMBER 5, 2023

And so the idea is that, what I’ve heard is like, hey, we’re going into a recession or a weak economic period so therefore everybody’s going to go into work four and a half days a week because they want face time with their boss. I don’t care whether the economy is strong or weak, it’s not going to be the same.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

APRIL 18, 2023

BARATTA: Wind, solar, electrifying the economy, getting off of oil and gas, and it’s all kinds of companies engaged. BARATTA: The media conglomerate? You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis. The first deal we looked at was in France. RITHOLTZ: Sure.

Assets 154

Assets Investing Investments Valuation 154

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space. RITHOLTZ: Right.

Compliance 154

Compliance Wealth Management Clients Management 154

The Big Picture

APRIL 11, 2023

And the second was, of course, the Warren Buffett story that came out the same week, where he essentially called people who post buybacks, you know, economically illiterate. In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. RITHOLTZ: Right.

Valuation 289

Valuation Education Government Numbers 289

The Big Picture

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. With no further ado, RenMac’s Neil Dutta.

Economics 143

Economics Economy Marketing Marketing 143