Thu.May 05, 2022

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This is Where Dragons Lurk

The Irrelevant Investor

Bad things happen in bad markets. You're probably thinking, "thanks captain obvious." I know, but it's worth spending a minute on how and why this happens. The investor's mentality over the past decade can be summed up in three words: buy the dip. This behavior was rewarded innumerable times, so this was ingrained in our psychology. Buy dip, make money.

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The Fed’s Interest Rate Challenge: Know When to Hold ‘Em

Bell Investment Advisors

Forrest Bell, CFP®. April saw a continuation of this year’s volatility. Last month, we wrote about the dramatic mid-March rally in stocks. That recovery, however, proved short-lived and did not continue into April. Shortly after the month began, the global stock market trended downward, and U.S. markets followed. Later in the month, after several days of positive or negative swings of over 2%, U.S. and global stocks had declined between 8% and 9%, pushing those stock markets back into correction

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How To Thrive In A Recession

Leading Advisor

A financial advisor association called me the last week of April and asked if I could do a May 2022 presentation on; How To Thrive… The post How To Thrive In A Recession appeared first on Leading Advisor - Simon Reilly.

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The Better Letter: A Bit of Hope

The Better Letter

An extremely robust “Totally Worth It” section put this issue of TBL close to the maximum length (really, bandwidth via Substack) before anything else went in. So, the rest of the issue is shorter than usual. I have a much more involved main piece in the works for next week. I trust you will appreciate both. If you like The Better Letter, please subscribe, share it, and forward it widely.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste