article thumbnail

Unlock Success with a Financial Marketing Consultant

Midstream Marketing

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.

article thumbnail

How Presidential Elections Affect the Financial Markets

Your Richest Life

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

2025 Q1 Update: Federal Reserve Rates, Inflation and Financial Markets

Your Richest Life

Here are some of the main financial headlines so far, and what they might mean for you: Federal Reserve Holds 2025 Rates Steady At the Feds end of January meeting, they opted to keep the federal rates where they are instead of implementing another cut. Currently, the federal funds rate is at 4.25 percent to 4.50

article thumbnail

9 Year-End Planning Tips from a Wealth Planner

Carson Wealth

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

Planning 143
article thumbnail

Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility

Yardley Wealth Management

The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility is a fact of life for investors.

article thumbnail

Financial Market Round-Up – Apr’24

Truemind Capital

Not getting too greedy or too fearful while sticking to a carefully designed asset allocation plan will help you stay in the game for the long term resulting in wealth from compounding. CONNECT WITH TRUEMIND ADVISOR The post Financial Market Round-Up – Apr’24 appeared first on Investment Blog.

article thumbnail

Communicate (The Necessity Of) Fee Increases With A Client-Centric, Value-Based Approach

Nerd's Eye View

When communicating fee increases to clients, then, it’s important to be concrete and confident about how the advisor will bring extra value to the relationship (which, of course, means having a plan to deliver that value in the first place). Read More.