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Manage client expectations through the midterms

Nationwide Financial

How could the midterm elections affect the economy? With all the uncertainty around the election outcomes, it’s hard to say what the impact on the economy will be after Election Day. That has helped sustain the economy through the COVID recovery, but seems unlikely to continue under divided government.

Clients 116
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Watch: Insights on the upcoming midterms

Nationwide Financial

The potential impact on the markets and economy. Share our recently updated white paper on Investing in a highly politicized climate to help them tune out the noise and avoid making emotional decisions with their investments. Congressional activity for the end-of-year “lame duck” session. •

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Can fixed income rally?

Nationwide Financial

As I write in our latest white paper , investors might no longer need to look for riskier investments to achieve their target returns. In the face of a slowing economy and even a potential recession, we should be wary of assuming excessive credit risk. Of course, there are still risks to consider.

Economy 59
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How to approach the upcoming midterms

Nationwide Financial

The midterm elections are around six weeks away, and this cycle is shaping up to be like previous elections where the state of the economy is likely to define the results. Share these insights from our updated white paper on the influence of news headlines to help clients stay focused during this midterm election cycle.

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The Wealth Management Digest

Zoe Financial

We have a new white paper called “Welcome to the Jungle,” written by industry consultant Mark Hurley. Economies and markets fluctuate. The move towards passive continues and is one of those things I don’t see why it would stop anytime soon. Definitely worth a read. Fairly comprehensive.

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Turn off your TV and enjoy your family, friends & some turkey!

Dear Mr. Market

The Fed is still very supportive to the economy and far away from tightening. One day we’ll write a white paper on how the folks who watch the most media and spend the most screen time perform the worst and worry the most. Turn off your television, computer screens, mobile devices etc. Seriously… unplug for a bit!

Numbers 52
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Understanding Money & Investing

Discipline Funds

Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free. What is the Purposes of Interest?