Bell Investment Advisors

JANUARY 4, 2024

Not to be left out, the bond market rose by 9% from its October low. Why did financial markets deliver such favorable results in December? Investors now expect a loosening of monetary policy and a soft economic landing with no immediate recession. bond market returns to nearly match those of the U.S.

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Bell Investment Advisors

JULY 22, 2022

In June, the stock market ebbed once again, reflecting investors’ concerns about the twin risks of inflation and economic slowdown. and international stocks into bear market territory. While the Fed’s tightening cycle presently consumes much of investors’ attention, economic conditions are also top of mind.

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Marketing Marketing CFP Economics 52

Bell Investment Advisors

SEPTEMBER 2, 2022

Financial markets currently estimate a 0.50 With financial markets being heavily influenced by Fed policy, we seem to have entered an environment of, “good news is bad news, bad news is good news.” The post Why Some Investors Lament Good News appeared first on Bell Investment Advisors.

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Bell Investment Advisors

NOVEMBER 6, 2023

The economic backdrop to these losses, however, stands out. labor market. A report from the Bureau of Economic Analysis showed that gross domestic product grew at an inflation-adjusted annual rate of 4.9% The post The Economy vs. Interest Rates appeared first on Bell Investment Advisors. stocks and U.S.

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Cornerstone Financial Advisory

FEBRUARY 6, 2023

Another Rate Hike The Federal Reserve raised interest rates by 0.25%, signaling to the financial markets that it would likely hike rates by another 25 basis points at its next meeting in late March. 5 This Week: Key Economic Data Thursday: Jobless Claims. a Registered Investment Advisor.

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Cornerstone Financial Advisory

NOVEMBER 7, 2022

Presented by Cornerstone Financial Advisory, LLC. Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower. This Week: Key Economic Data. a Registered Investment Advisor.

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Cornerstone Financial Advisory

OCTOBER 3, 2022

The MSCI EAFE index, which tracks developed overseas stock markets, lost 1.94%. stocks were under pressure all week due to recession concerns and unsettled trading in the bond and currency markets. This stress followed economic steps out of the U.K. This Week: Key Economic Data. a Registered Investment Advisor.

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Cornerstone Financial Advisory

SEPTEMBER 26, 2022

Presented by Cornerstone Financial Advisory LLC. would not tame inflation without economic pain. The MSCI EAFE index, which tracks developed overseas stock markets, declined 3.05%. Last week’s meeting of the Federal Open Market Committee (FOMC) proved unsettling for the financial markets. New Home Sales.

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Cornerstone Financial Advisory

OCTOBER 10, 2022

prime minister’s decision to reverse a tax cut proposal that had upended financial markets the previous week lifted investors. Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. This Week: Key Economic Data. Federal Open Market Committee (FOMC) Meeting Minutes.

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James Hendries

OCTOBER 4, 2022

Dear Valued Investor, In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. Investing involves risks including possible loss of principal.

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Bell Investment Advisors

JUNE 17, 2022

The volatility which has dogged financial markets this year continued during May. stock market declined for several sessions until it was 5.5% The Federal Reserve typically responds by raising interest rates to slow economic activity. bond market was also down over 10% before May’s small recovery.

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International College of Financial Planning

APRIL 25, 2024

Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice. Compared to investment advisors, CFP® offer a more comprehensive service.

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Bell Investment Advisors

JULY 1, 2023

Financial markets had persistently priced in rate cuts for the second half of 2023. The World Bank and The Organization for Economic Cooperation and Development (OECD) are still predicting the world’s economy will expand by about 2 to 2.5% The post Fed Skips Increase For Now appeared first on Bell Investment Advisors.

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Bell Investment Advisors

OCTOBER 5, 2022

In February of 2019, private-sector economist Andrew Brigden determined that there have been 469 economic downturns since 1988. But, as last month’s volatility shows, the market has begun pricing in the possibility of a recession anyway. The post A Winding Road appeared first on Bell Investment Advisors.

Economy 52

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James Hendries

FEBRUARY 27, 2023

Even if there’s a strong case to be made, we think debt service prioritization would be allowed to continue while the case works its way through the courts, since the potential economic damage would be too great otherwise. Payments that were deferred would be repaid in arrears so the economic impact would likely be minimal.

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Trade Brains

AUGUST 31, 2022

To combat the situation RBI, India’s central bank announced a host of measures to enhance liquidity, ease financial market conditions, address cash flow concerns, and improve market sentiment following a near-halt in economic activity. Tamilnad Mercantile Bank IPO Review- Key IPO Information. Particulars Details.

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James Hendries

JULY 21, 2022

Add in the typical market challenges of a midterm election year and the third year of a bull market, and it’s not surprising it’s been a bumpy ride. can eke out some economic growth in the second half as inflation falls and recession fears subside, we would expect valuations to get a nice lift by year-end. If the U.S.

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ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Trading Economics. Review of Finance 22, no.

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James Hendries

JANUARY 26, 2023

falls into recession, the chances are it would occur during the first half of 2023 and will not likely be as deep as the 2008 recession, which was initiated by a fundamentally flawed financial market. We believe China-heavy emerging market equities are more of a trade than a long-term investment at this point. If the U.S.

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Brown Advisory

JULY 1, 2015

At times, it seems like this is the only issue on the minds of market prognosticators and TV’s talking heads. As shown in the chart on page 2, even the slightest hint of a possible move from the Fed can trigger a financial market reaction. bond and stock markets have been relatively stable. Higher rates in the U.S.

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ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Trading Economics. Review of Finance 22, no.

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Brown Advisory

NOVEMBER 29, 2016

By ensuring the investment policy statement aligns with current market conditions, we can help nonprofits determine the return necessary to provide for planned spending or a build-up in reserves, while keeping pace with inflation and accounting for a spectrum of possible bull- or bear-case scenarios. and Germany—have fueled volatility.

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Bell Investment Advisors

JUNE 29, 2023

Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. 0:17 Ryan Kelley: Thanks.

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Bell Investment Advisors

MARCH 15, 2023

I’m a portfolio manager here at Bell Investment Advisors. Slide 3: 2022 in Review: A Global View 0:36 It’s probably no surprise to clients that last year was not a positive one for financial markets. stock market. Thanks for joining me. My name is Ryan Kelley. I hope you have a good rest of your day.

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The Big Picture

NOVEMBER 15, 2022

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. So we haven’t talked about the thematic ETS, biblical, partisan, our friend Perth Tolle’s Economic Freedom. RITHOLTZ: And then there’s another one that does emerging markets.

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Ballast Advisors

JUNE 30, 2023

As the race among tech companies to monetize AI picks up speed, it’s worth considering how widespread adoption of AI-enabled technologies might affect the economic prospects of workers and businesses. Productivity, or output per hour of work, is a good indicator of society’s prosperity and economic well-being.

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Indigo Marketing Agency

JANUARY 24, 2024

He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. For advisors navigating the vibrant world of financial marketing, she’s your go-to source.

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Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. For advisors navigating the vibrant world of financial marketing, she’s your go-to source.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

NOVEMBER 14, 2022

2 Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same fiduciary standard as registered investment advisors? It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets.

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Insurance Retirement License Financial Advisor 59

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?

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Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. and global economic events.

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Bell Investment Advisors

MAY 8, 2025

Financial markets responded by clawing back additional ground. Even if we take their claim at face value and make the assumption that they can continue to cut spending at the same rate for the rest of the year, the cuts still would not have the economic impact one might think. The size of the U.S. economy is $29.7

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