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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

Number 8860726. Related: What Behavioral Economics Shows us about How to Manage Investor Expectations During Market Uncertainty However, when it comes to how members of Gen X prefer to be approached by their advisors , there is no “one size fits all” solution, Horton noted. Registered in England and Wales.

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

Number 8860726. Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present). Michael received his Bachelor of Arts in Economics from the University of California, Los Angeles.

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Government Spending Is Out of Control! LOL

The Big Picture

Let’s delve into a case in point of Coase’s theorem: If you wanted to peddle the narrative that government spending is out of control, you might present a chart like the one above, which is an exact replica of a chart that appeared recently in a piece of research from a major Wall St. investment firm. Both the Wall St.

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10 Weekend Reads

The Big Picture

To answer this question, we have collected data on the concentration of the US stock market over the past 235 years, from 1790 until the present. Based upon Figure 1 and Figure 3, we have broken down the market concentration of the United States during the past 235 years into seven periods.( Luxury car sales fell 27%.

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4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics

Nerd's Eye View

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. Businesses are also feeling the pinch from higher interest rates, as November saw a rapid increase in the number of Chapter 11 commercial bankruptcies.

Economics 246
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Thanks, Joe! Updating Brandon’s Restaurants

The Big Picture

Given the general innumeracy of the public, it’s easy for a dishonest publisher of economic data to create narratives that are not only false and misleading but effective at confusing the public. This was the case in a nonsensical video depicting 100s of restaurant closings as proof the United States was in economic collapse.

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It’s Crunch Time For Many Policyholders

Wealth Management

Number 8860726. But Here’s the Rub A comprehensive discussion along the lines suggested in the article I posted will require a lot of work by the agent, including all the data gathering, consultation with advanced planning attorneys, coordination with other advisors, presentation preparation, etc. Registered in England and Wales.