The Big Picture

SEPTEMBER 22, 2023

When it comes to forecasting economic outcomes, the Fed is no better or worse than anybody else. They may be terrible economic forecasters but give them credit for not burying bad predictions like so many on Wall Street tend to do. Go to the Fed’s website, and search for “ Summary of Economic Projections.”

Economics 311

Economics Financial Market Marketing Marketing 311

Nationwide Financial

JUNE 5, 2023

Just three years ago, business owners were reeling from the swift and significant economic impact of the pandemic. As a financial professional, you can be a reassuring voice – and potentially aid in helping them address the impacts of economic volatility – as we brace for turmoil ahead.

Economics 52

Economics Risk Management Clients Financial Services 52

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. Create a Trust . Work with the Professionals .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

NAIFA Advisor Today

DECEMBER 8, 2022

For decades, creating live speaking presentations was a huge catalyst for me to create new content. Your inner script and beliefs will illuminate or eclipse you during these historical worldly events, followed by economic highs and lows. I used to be a live public speaker. When you think of purpose, what comes to mind?

Economics 52

Economics 52

Cornerstone Financial Advisory

FEBRUARY 27, 2023

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Thursday: Jobless Claims.

Economics 59

Economics Taxes Investment Advisor Investing 59

The Big Picture

NOVEMBER 15, 2023

Following the presentation I gave on navigating financial disasters , I spoke with Jeff Hirsch of Stock Traders Almanac ( video here ). Note: We deploy many of these solutions at RWM that take advantage of our knowledge of behavioral economics.) During our Q&A, he asked if I hated market timing and speculation.

Investing 339

Investing Investments Portfolio Economics 339

Nationwide Financial

JANUARY 3, 2023

economy appears to be in the late stage of expansion, with strong economic activity but labor and supply chains remain constrained. With investors placing a lower premium on sales growth, 2023 will likely present a more significant dispersion of stock returns in the broader market than we’ve seen in recent years.

Economics 59

Economics Marketing Marketing Economy 59

Brown Advisory

NOVEMBER 1, 2023

This Present is Accounted For: An Overview of Low-Basis Gifting Strategies achen Wed, 11/01/2023 - 11:20 After spending a career helping clients with tax and estate advice, I often see reminders and lessons about my job in the unlikeliest places.

Accounting 52

Accounting Taxes Assets Clients 52

Nationwide Financial

MAY 16, 2023

With most balance sheets for consumers and businesses in a solid state, Nationwide Economics is anticipating a moderate downturn later this year. KB: With a recession likely in the coming year, Nationwide Economics expects the unemployment rate to rise as businesses cut costs in response to reduced sales and recessionary impacts.

Economics 52

Economics Retirement Clients Retirement Planning 52

Nationwide Financial

FEBRUARY 20, 2023

While still at a low level from an absolute standpoint, the NAHB housing market index for January recorded a small rebound and the present sales component jumped to a three-month high. Even with a dour long term economic outlook, consumers should continue to spend as long as the labor market remains tight. percent overall and 5.6

Economics 52

Economics Economy Retail Sales 52

Nerd's Eye View

SEPTEMBER 8, 2023

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

Financial Planner 231

Financial Planner CFP Clients Investment Planning 231

SEI

APRIL 17, 2024

Part one: Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook in this two-part series.

Portfolio Management 52

Portfolio Management Economics Portfolio Clients 52

The Big Picture

APRIL 13, 2024

Bloomberg licensed the entire BMI/Ascap catalog, so I have access to an endless array of music from the 1940s to the present date. The challenge comes when run-of-the-mill investing/economic topic turns out to be esoteric in terms of music; think Inflation or Contrarian investing.

License 139

License Economics Investing Investments 139

Zoe Financial

JUNE 17, 2024

Economic Updates: Overall CPI inflation came in at 3.3%, expectations were 3.4%. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. vs value stocks. Economies and markets fluctuate.

Marketing 40

Marketing Marketing Taxes Economics 40

The Big Picture

JANUARY 23, 2023

The present era of interest rate normalization is not remotely comparable to those eras. Even that implosion sent unemployment 6.3%, nearly double current levels. Put away your GFC-based PTSD. At least, not yet.

Economics 311

Economics Numbers Planning Investing 311

The Big Picture

MAY 4, 2023

The least contentious of which is that modest increases in minimum wages increase economic activity and create jobs. We present the first causal analysis of recent large minimum wage increases, focusing on 47 larger U.S. During that time, consuming lots of academic research, I reached a few logically supported conclusions.

Food 364

Food Economy Retail Retirement 364

The Big Picture

MARCH 28, 2024

The latest plot line was simply the animal spirits have been awoken and they have run amok and that’s how we have avoided an economic contraction. It is humbling to admit how little we actually know — not just about the future, but also, about what we perceive at present. He helped humanity move forward.

Manufacturing 333

Manufacturing Economy Economics Portfolio 333

The Irrelevant Investor

NOVEMBER 23, 2023

On today’s Compound and Friends, we are joined by Morgan Housel to discuss his new book, Same as Ever: Tweets: A good bet in economics: the past wasn’t as good as you remember, the present isn’t as bad as you think, and the future will be better than you anticipate.

Economics 82

Economics 82

Zoe Financial

MAY 20, 2024

Economic Updates: The economy is slowing: we see this on the advanced estimate of Q1 GDP, purchasing managers index, the PMI index, April’s job numbers, and last week’s jobless claims all indicate that the economic growth is slowing down. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

NOVEMBER 4, 2022

That presents a far less interesting scenario than its opposite: That the Fed is wrong and is undertaking a deeply misguided policy. We don’t know if the Fed is right about anything – Economics is at best a squishy and imperfect soft science. There is a real possibility that the Fed’s diagnosis is correct.

Economy 351

Economy Economics Portfolio 351

Zoe Financial

JUNE 3, 2024

Economic Data Highlights PCE numbers data came out and met expectations, both in core and headline numbers. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. S&P 500 was down 0.5%

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

MAY 12, 2024

Economic Updates: The economy is slowing: we see this on the advanced estimate of Q1 GDP, purchasing managers index, the PMI index, April’s job numbers, and last week’s jobless claims all indicate that the economic growth is slowing down. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

JUNE 6, 2024

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.

Economics 61

Economics Sales Numbers Marketing 61

SEI

APRIL 18, 2024

Part two: Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook in this two-part series.

Banking 40

Banking Portfolio Management Economics Portfolio 40

Zoe Financial

JUNE 11, 2024

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable. Economies and markets fluctuate. Ready to Grow Your Wealth?

Marketing 40

Marketing Marketing Taxes Financial Advisor 40

Zoe Financial

APRIL 8, 2024

Economic Updates: Stock market concerns around comments from the Federal Reserve members dampening expectations of when they will lower interests if inflation doesn’t continue to come down. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

OCTOBER 26, 2022

Stanley Druckenmiller recently relayed this message to an audience, saying: “Do not invest in the present. The present is not what moves stock prices.” ( Irrelevant Investor ). Economic Outlook: Rubber Bands on a Watermelon : With enough pressure, the watermelon *will* explode. I’ve Learned My Lesson.’ Wall Street Journal ). •

Banking 130

Banking Economy Economics Retail 130

Nerd's Eye View

OCTOBER 28, 2022

Also in industry news this week: A proposed Department of Labor rule would limit the type of workers who could be considered independent contractors, which could present a challenge for the independent broker-dealer model. Fidelity has introduced a direct indexing platform for advisors, joining an increasingly competitive space.

Financial Planner 208

Financial Planner Clients Valuation Economics 208

Zoe Financial

MAY 27, 2024

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable. Economies and markets fluctuate. Ready to Grow Your Wealth?

Marketing 40

Marketing Marketing Taxes Financial Advisor 40

The Big Picture

SEPTEMBER 21, 2022

This presents a risk of the Federal Reserve raising rates too high and overtightening credit, leading to higher unemployment and potentially a recession, where neither is necessary. I hope to address this in greater detail in the coming weeks… Previously : How Overrated is Sentiment in Economics? November 22, 2009).

Risk Tolerance 323

Risk Tolerance Budgeting Numbers Economics 323

Bell Investment Advisors

NOVEMBER 6, 2023

The economic backdrop to these losses, however, stands out. Comparing present day data with data from 2000 through 2019, we clearly see strength in the present. On a broad level, initial jobless claims are presently the lowest they have been when compared to the twenty years prior to the pandemic. labor market.

Economy 52

Economy Economics Investment Advisor Numbers 52

Advisor Perspectives

MAY 8, 2023

Now, nearly halfway through 2023, many of the same macro-economic factors that drove sales last year are still present. While it’s too soon to say what 2023 annuity sales will look like, our guest today will share why annuities can be a valuable addition to a retirement strategy, regardless of market and economic conditions.

Sales 52

Sales Economics Retirement Marketing 52

The Big Picture

MARCH 1, 2023

W42ST ) • The Canceled-Man Discount : For some buyers, a public figure’s shaming presents a great opportunity: a real-estate bargain. ( economic data has become even more important than ever. Landlords need Albany action to turn Manhattan commercial buildings into apartments — and that’s just the start of their challenges.

Food 139

Food Economics Sales Assets 139

The Big Picture

FEBRUARY 11, 2023

This is the eighth year that I’ve presented this survey to a hand-selected group. Location of the 20 New Regional Innovation Hubs Source: Economic Innovation Group Sign up for our reads-only mailing list here. ~~~ To learn how these reads are assembled each day, please see this. New Yorker ) • Do You Know How to Behave?

Investing 267

Investing Investments Management Economics 267

The Big Picture

AUGUST 8, 2023

It is a “monthly measure of how unpredictable overall economic conditions are 1 month, 3 months, and 1 year ahead.” But “uncertainty” as that word is commonly used on Wall Street 1 seems to be correlated with concerns about faltering economic conditions and/or rising market volatility. And I am okay with that.

Distribution 246

Distribution Economics Communication Media 246

Investing Caffeine

SEPTEMBER 19, 2023

Register now for our upcoming Zoom webinar, “ Hot Summer, Hotter Market – Economic & Investment Update ” presented by Wade W. Slome, CFA, CFP on Wednesday, September 27 th @ 12:00 p.m. ! In order to ensure access to the webinar, please don’t forget to register: CLICK HERE TO REGISTER Thank you for choosing to join us.

CFP 52

CFP Economics Investing Investments 52

Zoe Financial

FEBRUARY 26, 2024

on Friday alone after Walmart presented higher than expected results. Economic Updates: Earnings being strong has allowed the market to digest that inflation has not come down as fast as expected, meaning the Fed might not cut as many interest rates this year. Facts presented have been obtained from sources believed to be reliable.

Marketing 40

Marketing Marketing Retail Taxes 40