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There are two big economic trends this decade: 1. Consumers keep spending money no matter what. 2. Investors keep buying the dip no matter what. People keep waiting for these trends to break but they simply won’t. Not yet at least. What’s it going to take? One would imagine a recession would break the spending patterns for many consumers.
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Consumer sentiment fell for a fourth straight month in April as ongoing economic uncertainty and inflation worries continue to drag down consumer attitudes. The Michigan Consumer Sentiment Index plummeted to 52.2 in April, one of the lowest levels on record.
Howard Sharfman, Senior Managing Director at NFP Insurance Solutions joins Ryan Nauman to cover the different roles insurance can play in creating a comprehensive financial plan, the correct tax treatment of life insurance, the integration of annuities into investment portfolios and the overall impact of insurance products on financial security.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
Mark DeLotto shares Simon Quick Advisors' evolution from family office to wealth management firm, discussing ownership culture, estate planning expertise and M&A strategy in wealth management.
A three-day US stock rally took a breather amid deteriorating consumer sentiment and mixed corporate earnings that raised concerns about the impact of global trade war.
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Cutter Financial Group was found guilty of one violation of federal securities laws, but the jury opted against finding them liable for all the SECs accusations.
A tax-advantaged account offers certain tax benefits to encourage individuals to save or invest for specific purposes, such as retirement, education or healthcare. These accounts can help you lower your taxable income, defer taxes or avoid taxes altogether if used for qualified expenses.
Many retirees hold substantial assets in traditional IRAs and taxable brokerage accounts. When planning for retirement income and considering your legacy, Roth IRA conversions can be a strategic way to reduce your tax burden and maximize the wealth you pass on to your heirs.
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Apollo veteran Neil Mehta oversee the four business lines, including traditional asset management, defined contribution, tax-advantaged solutions and digital markets.
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The advance estimate of Q1 GDP is scheduled to be released on Wednesday, April 30th. The consensus is for a 0.2% increase in real GDP, quarter-over-quarter annualized - or essentially no growth in Q1. From BofA: We expect 1Q advance GDP to print at a weak 0.4% q/q saar , largely on the back of an import surge driven by front loading ahead of the tariffs.
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From the Philly Fed : The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for March 2025. Over the past three months, the indexes increased in 43 states , decreased in four states, and remained stable in three, for a three-month diffusion index of 78. Additionally, in the past month, the indexes increased in 39 states, decreased in seven states, and remained stable in four, for a one-month diffusion index of 64.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey found that Americans' top "burning questions" when it comes to retirement include the amount they need to have saved to retire comfortably (with respondents expecting to need $1.26 million), whether Social Security will be there when they need it (with those in Generation X particularly concerned about this issue), and whether inflation will rise afte
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Tesla Inc. reported abysmal numbers for the first quarter on Tuesday evening. Naturally, Chief Executive Officer Elon Musk kicked off the call with a discussion on why he must fix America’s finances, facing down an army of alleged moochers.
Markets Leverage and the Treasury market go hand-in-hand. (on.ft.com) How historical market data can serve as a check on your biases. (wsj.com) Apple Apple ($AAPL) plans to shift its US iPhone production to India. (theguardian.com) The Apple ($AAPL) Watch has been a success. (sixcolors.com) AI When AI makes stuff worse. (slate.com) This AI radio host went unnoticed for months.
How our open platform of best-of-breed managers allows us to distill complexity in the face of market turbulence by tapping into their collective intelligence.
Remote finance teams are rewriting how the back-office runs—and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats have become more than just “growing pains”. They’re now liabilities. The challenge isn’t just team distribution, but building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
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