Calculated Risk

JANUARY 8, 2025

From the Fed: Minutes of the Federal Open Market Committee, December 1718, 2024. A couple of participants judged that positive sentiment in financial markets and momentum in economic activity could continue to put upward pressure on inflation.

Economics 273

Economics Accounting Financial Market Numbers 273

Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.

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Consulting Financial Market Marketing Marketing 52

Wealth Management

OCTOBER 17, 2024

The performance of financial markets, particularly equities, doesn’t hinge on who is sitting in the Oval Office.

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Marketing Marketing Financial Market 278

Your Richest Life

NOVEMBER 1, 2024

presidential election, and while we can’t predict the outcome, we can predict that there will likely be a response from the financial markets. Exactly how the markets will react is less clear, but history has shown us that in times of great change or uncertainty, markets react. We are days out from the next U.S.

Financial Market 52

Financial Market Marketing Marketing Fee Only 52

Calculated Risk

MAY 19, 2025

From Matthew Graham at Mortgage News Daily: Mortgage Rates Briefly Over 7% Before Mid-Day Improvement Mortgage rates jumped sharply over the weekend as financial markets reacted to Moody's credit rating downgrade of the U.S. Because this was one of the weakest moments for the bond market, mortgage rates were sharply higher at first.

Financial Market 191

Financial Market Economics Marketing Marketing 191

Wealth Management

MAY 23, 2024

Monday, June 17, 2024 | 2:00 PM Eastern Daylight Time

Financial Market 237

Financial Market Marketing Marketing 237

A Wealth of Common Sense

JANUARY 17, 2023

Most investors would probably like to move on and forget about 2022 when it comes to market performance. It was an all-time bad year for the markets. You learn more about yourself during a bear market than a bull market. Last year was one of the worst for financial markets in modern eco.

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Financial Market Marketing Marketing 131

Wealthfront

APRIL 22, 2025

Over the last several weeks, financial markets have been volatile because of uncertainty about the impact and extent of tariffs. While we cant know for sure how long these policies will persist, there […] The post What Tariff-Fueled Market Uncertainty Means for Your Investments appeared first on Wealthfront Blog.

Investing 88

Investing Investments Marketing Marketing 88

A Wealth of Common Sense

APRIL 28, 2024

A colleague recently asked me to run the 30 year annual returns for U.S. stocks, bonds and cash. He just wanted the returns. I couldn’t help but slice and dice the numbers and overanalyze the data because that’s what we do here. Let’s dig in.

Financial Market 144

Financial Market Marketing Marketing Numbers 144

Your Richest Life

FEBRUARY 24, 2025

2025 Markets and Economy Since November, the S&P 500, the Dow Jones Industrial Average and Nasdaq have all hit record highs. We know that market rallies dont last forever, and the potential for tariffs, layoffs and higher inflation in the coming months could lead to more market volatility.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Abnormal Returns

JULY 14, 2024

Top clicks this week How the rise of automated investing has changed the stock market. politico.com) Today's constructive CPI report rang a bell for financial markets. sherwood.news) How have the market's five largest stocks performed over the long run? ft.com) Just how much has indexing affected markets?

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Economy Financial Market Investing Investments 317

Wealthfront

DECEMBER 12, 2024

Each year, commentators and pundits try to forecast what financial markets will do in the future. In this post, well look at three market predictions from the pundits that didnt come true in 2024. And each year, many of those predictions are wrong.

Marketing 75

Marketing Marketing Financial Market Investing 75

Nerd's Eye View

APRIL 3, 2024

Lower office valuations may also squeeze tax receipts in municipalities, particularly large cities that are already experiencing financial strains due to the surge in illegal immigration and the flight of high-income individuals and companies to states with lower taxes.

Economics 244

Economics Marketing Marketing Valuation 244

Abnormal Returns

JULY 7, 2024

capitalspectator.com) Just how useful is historical financial markets data? downtownjoshbrown.com) Europe's stock market has badly lagged the U.S. Top clicks this week How major asset classes performed in June 2024. retirementresearcher.com) Don't forget, stocks are real assets. How much longer can it last?

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Insurance Assets Financial Market Investing 312

Nerd's Eye View

MARCH 26, 2025

While financial markets tend to rise in the long run, short-term volatility can be alarming for investors. In this article, James Liu, CEO and founder of Clearnomics, and Lindsey Bell, the firm's Chief Market Strategist, present ten charts to help advisors contextualize the current market environment.

Clients 216

Clients Marketing Marketing Economics 216

Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Falling interest rates make money cheaper and thus fuel equity market returns. Equity markets are riding on the expectations of the strong comeback of the NDA-led Government resulting in policy continuity.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Wealth Management

AUGUST 14, 2024

The Securities Industry and Financial Markets Association filed a lawsuit against the regulation that took effect last year, saying there was “no precedent for it in the securities laws.”

Financial Market 275

Financial Market Marketing Marketing 275

Truemind Capital

NOVEMBER 8, 2024

Everyone loves a rising market. Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

Asset Allocation 65

Asset Allocation Marketing Marketing Valuation 65

Abnormal Returns

OCTOBER 29, 2023

Top clicks this week A big regime shift has happened in the economy and financial markets. ritholtz.com) The bond market bear market is pretty epic. wired.com) Bond bear markets are different than stock bear markets. wired.com) Bond bear markets are different than stock bear markets.

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Valuation Economy Financial Market Portfolio 302

Indigo Marketing Agency

MARCH 20, 2025

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Leading with panic-inducing statements like: The market is crashing! The wrong way?

Financial Advisor 69

Financial Advisor Communication Marketing Marketing 69

Wealth Management

MARCH 31, 2025

There are very few certainties in investing and one of the certainties is uncertainty financial markets do not like uncertainty. Unfortunately, uncertainty is running rampant and has been driving financial market performance this year.

Financial Market 235

Financial Market Investing Investments Marketing 235

Abnormal Returns

MARCH 31, 2024

sportico.com) Are index funds propping up the stock market? wsj.com) Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. Enjoy it while you can. awealthofcommonsense.com) There's no alpha left in private equity. linkedin.com) Patrick Mahomes finally takes an L. youngmoney.co)

Financial Market 312

Financial Market Portfolio Marketing Marketing 312

Abnormal Returns

OCTOBER 8, 2024

(caia.org) Looking for factor returns in old historical stock market data. mrzepczynski.blogspot.com) Using AI to better explain past financial market returns. alphaarchitect.com) Some academic research that has informed our understanding of market returns. etf.com) Index replication need not be entirely mechanistic.

Financial Market 266

Financial Market Economics Marketing Marketing 266

Abnormal Returns

JULY 2, 2024

mrzepczynski.blogspot.com) Just how useful is historical financial markets data? marketwatch.com) When a company shifts its financial targets - take note. blogs.cfainstitute.org) How market returns help predict Fed moves. Quant stuff Beware small sample sizes. morningstar.com) Research Buffer ETFs monetize risk aversion.

Financial Market 278

Financial Market Investments Investing Marketing 278

Calculated Risk

APRIL 19, 2023

The financial market effects of a debt default would be highly uncertain , both because of its unprecedented nature, and because (as events in recent years have illustrated) we have only a limited understanding of the dynamics of the financial system when hit with a major shock.

Government 353

Government Assets Economy Financial Market 353

Wealth Management

JANUARY 11, 2023

Investors with a net worth of $30 million or greater saw real estate as an attractive investment opportunity in 2022 amid volatility in financial markets, reports Barron’s. Urban Land Institute looks at the five sustainability issues likely to face the commercial real estate industry this year.

Financial Market 278

Financial Market Investing Investments Marketing 278

The Big Picture

JANUARY 25, 2023

The study mostly discusses differences between the bodies of knowledge active and passive investing are based upon; how the incumbent groups of players adapt to new themes and market interest.

Management 306

Management Investing Investments Financial Market 306

Wealth Management

APRIL 4, 2023

It was quite the decade for financial markets and one that will go down in the history books.

Management 245

Management Financial Market Marketing Marketing 245

Advisor Perspectives

OCTOBER 29, 2024

But it’s not — and that’s only one of the notable anomalies springing up in financial markets. The US presidential election Nov. 5 is shaping up to be the mother of event risks so you’d think the safest of all havens would be holding up.

Marketing 59

Marketing Marketing Financial Market 59

Abnormal Returns

MAY 21, 2024

alphaarchitect.com) Don't discount the impact of stock market memes. papers.ssrn.com) How 'good' and 'bad' inflation affect financial markets. papers.ssrn.com) A round-up of research on market analytics including 'Regime-Based Strategic Asset Allocation.' (papers.ssrn.com) Are 'fallen angels' still an opportunity?

Asset Allocation 262

Asset Allocation Retail Media Financial Market 262

Calculated Risk

DECEMBER 14, 2022

Mortgage rates increased slightly after a month of declines, as financial markets reacted to mixed signals regarding inflation and the Federal Reserve’s next policy moves. The unadjusted Purchase Index decreased 1 percent compared with the previous week and was 38 percent lower than the same week one year ago. percent from 6.41

Financial Market 362

Financial Market Marketing Marketing 362

A Wealth of Common Sense

OCTOBER 28, 2022

There are very few hard and fast rules when it comes to the markets. These things happen because humans control the financial markets and humans can be erratic at times. Nothing works all the time. The greatest investors in the world can go through multi-year periods of underperformance.

Marketing 141

Marketing Marketing Financial Market 141

Calculated Risk

FEBRUARY 22, 2023

The Market Composite Index, a measure of mortgage loan application volume, decreased 13.3 This time of the year is typically when purchase activity ramps up, but over the past two weeks, rates have increased significantly as financial markets digest data on inflation cooling at a slower pace than expected.

Financial Market 359

Financial Market Marketing Marketing 359

Truemind Capital

NOVEMBER 8, 2024

Negative effects of a prolonged bull market. Everyone loves a rising market. Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. Be prepared for crazy when the markets are calm.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Abnormal Returns

OCTOBER 25, 2023

Strategy A big regime shift has happened in the economy and financial markets. investmenttalk.co) Finance Poor recent performance has put the IPO market back on ice. vox.com) Fund management Why the biggest money managers are updating their money market mutual fund prospectuses to allow for liquidity fees.

Portfolio 277

Portfolio Financial Advising Economy Media 277

A Wealth of Common Sense

JANUARY 31, 2025

Financial markets are always interesting in the information age because the narratives change even faster than Ali Larter’s mood swings at a family meal in Landman.1 1 Two years ago everyone was convinced we were going into a recession. It was the most over-forecasted recession of all-time that never happened.

Financial Market 110

Financial Market Marketing Marketing 110

Wealth Management

JULY 25, 2024

Merrill will move some of its 641 sports and entertainment wealth advisers to IMG Academy’s campus to host parent and student teach-ins and simulations that show students what it is like to invest in a real financial market.

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Wealth Management Management Financial Market Investing 207