Tue.Jun 14, 2022

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Banks and Home Builders; Retail and Media. They’re All Getting Rekt

The Irrelevant Investor

175 stocks in the S&P 500 closed at a 52-week low yesterday. Unsurprisingly, not a single one closed at a 52-week high. I was looking through the list and a few things stood out. Financials dominate this list. From the big banks like JPM and Goldman to the credit card companies like Capital One and American Express, they're all down between 30 and 45%.

Media 52
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How to Fix a Common Client Problem: Too Little Insurance Protection

Tobias Financial

Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it is not until a life-changing event that clients ensure their coverage is adequate. In fact, due to Covid concerns, life insurance policy sales grew 5% last year resulting in the largest annual increase in decades.

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Animal Spirits: The Fed is Being Punished

The Irrelevant Investor

Today’s Animal Spirits is brought to you by Nasdaq: See here for Nasdaq's research on the shifting profile of retail investors. On today’s show we discuss: Stanley Druckenmiller is taking a break Consumer Price Index summary Mainstreet is rushing for U.S. Government Bonds America's inequality problem just improved for the first time in a generation Housing inventory is climbing Even deep-pocketed buyers are backing away from the housing market Home equity is still available in Q1 2022 Axie In

Retail 52
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When to send an article to the expert, not an editor

Investment Writing

If you work in a marketing or editorial group, the pieces that you work on may get comments from many different people. Sometimes your next step should be to send the piece to an editor to clean up or proofread the writing. Other times, you need to send the piece back to the subject-matter expert—often called a SME in the marketing world. When to send to the expert.

Clients 52
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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

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Financial advisors: How to cope with Stress in a Recession

Leading Advisor

You’re not alone. Clients and their financial advisors have to cope with stress more than ever before. In 2019, before the word pandemic became a… The post Financial advisors: How to cope with Stress in a Recession appeared first on Leading Advisor - Simon Reilly.

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Market Update for May 2022

ModernAdvisor

May was mixed for equity markets, though none showed much strength. Fixed income was also mixed, and certainly didn’t provide much of a safe haven from equity market volatility. May 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. *Absolute change in yield, not the return from holding […].