Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. It all comes down to human psychology and the relationship between markets and volatility. Lets take a poll.

Marketing

A Wealth of Common Sense

DECEMBER 3, 2024

The United States is the envy of the world in terms of financial markets and economic performance. Ruchir Sharma at The Financial Times outlines how this is impacting capital flows: Global investors are committing more capital to a single country than ever before in modern history.

Marketing

Wealth Management

JULY 7, 2025

Zephyr's Ryan Nauman and FolioBeyond's Dean Smith cover the changing landscape of fixed income investing, the impact of tariffs, the importance of managing drawdown risk, and adapting investment strategies to modern market conditions.

Risk Management

Nerd's Eye View

APRIL 2, 2025

One way that advisors can help bridge this gap is by using Historical Market Visualization (HiMaV) as a more intuitive alternative for illustrating retirement income strategies. What works about HiMaV is that it grounds financial projections in a story-based context.

Retirement

Midstream Marketing

OCTOBER 30, 2024

Old marketing methods still have their place, but referral marketing is a better option for financial advisors today. This blog will explain why referrals matter and offer a simple guide to create a strong referral marketing strategy. This way of promoting services is much more effective than ads or any marketing campaign.

Financial Advisor

Wealth Management

JUNE 23, 2025

Ryan Nauman and Brad Roth discuss the use of AI and alternative data sources, the advantages of automated investment systems, and the importance of minimizing drawdown risk through low volatility strategies.

Investing

Midstream Marketing

DECEMBER 6, 2024

Key Highlights Learn why having a clear marketing strategy is important for RIAs, especially in hard markets. Understand the key rules and best practices to keep your marketing activities aligned with industry standards. Find answers to common questions about RIA marketing to help you succeed.

Marketing

Indigo Marketing Agency

DECEMBER 17, 2024

3 Small Ways to See Big Marketing Results Financial advisors often feel overwhelmed by the idea of tackling marketing. Lets explore three small yet impactful strategies to elevate your marketing and grow your practice. Example topics: 5 Tips for Navigating Market Volatility or How Elections Impact Investment Strategies.

Marketing

Carson Wealth

APRIL 21, 2025

One potential positive is market breadth has held up quite well in the face of the near-bear market. Powell’s prepared remarks started off by saying the economy was/is in good shape, including labor markets and the inflation picture. The labor market is not a source of inflationary pressure.

Marketing

Midstream Marketing

JANUARY 19, 2025

Key Highlights Discover the evolution and importance of digital marketing in the financial sector. Learn about essential tools, platforms, and strategies for successful digital marketing. Follow a structured step-by-step guide to launching and measuring the success of your digital marketing strategy.

Financial Advisor

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. Market participants seemed to worry it was too good, the S&P 500 selling off 1.5% And its similar whether you look at developed or emerging markets. on Friday alone.

Marketing

Carson Wealth

MARCH 17, 2025

Understanding Market Corrections The S&P 500 moved into a correction on Thursday of last week, defined as a close at least 10% below the indexs recent closing high. Historically, the S&P 500 has come fully out of the correction about three times as often as it has entered a bear market. corrections per year since 1928.

Marketing

Nerd's Eye View

NOVEMBER 19, 2024

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

Clients

Financial Symmetry

FEBRUARY 20, 2025

stock market in its largest companies looked high compared to recent history. Today, some might say market concentration appears really high. of the index by market capitalization. The value side of the market, measured by the Russell 1000 Value Index, remains in stark contrast. market has, of course, more history.

Marketing

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Weekly Market Insights | November 25th, 2024 Pre-Holiday Optimism Lifts Markets Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The MSCI EAFE Index, which tracks developed overseas stock markets, was flat (-0.05 stock market.

Marketing

Midstream Marketing

OCTOBER 30, 2024

RIAs need to update their marketing plans to stay ahead. A strong brand identity is key to getting and keeping clients in this tough market. RIAs must understand and follow SEC marketing rules to meet their ethical and legal needs. Understanding the Marketing Landscape for RIAs The world of financial advice is changing fast.

Investment Advisor

The Big Picture

DECEMBER 19, 2024

This is one of them: Chapter 1: The Creation of the Market In the beginning, the Trader created the Market and the Economy. The Market was formless and void, and volatility was upon the face of the indices. He created the first Bull Market, and optimism spread across the Exchange. ” And it was so.

Startup

Midstream Marketing

DECEMBER 26, 2024

Forefield Advisor Marketing is a powerful suite of tools for financial professionals, aimed at enhancing client engagement and driving business growth. This blog post will explore the importance of advisor marketing in todays evolving financial services industry, focusing on strategies for success.

Marketing

Midstream Marketing

OCTOBER 29, 2024

Digital marketing is very important for connecting with this tech-savvy group. You should change your marketing approach to meet the specific financial needs and interests of millennials. Introduction To attract millennial clients, you need new ideas for financial advice and smart marketing strategies.

Financial Advisor

Calculated Risk

MARCH 20, 2025

Realtor.com has monthly and weekly data on the existing home market. annually, suggesting there are more smaller homes on the market compared with last year. this week, pointing to more seller adjustments in light of growing inventory and a slowing market pace. For February, Realtor.com reported inventory was up 27.5%

Sales

Carson Wealth

JULY 16, 2025

Core Market Investment Terms Bull or bear market? Risk Tolerance Risk tolerance is your comfort level with investment swings—whether you can stomach market dips for potential gains or prefer steady, safer returns. Bull Market A bull market is when prices rise steadily, usually 20% or higher from recent lows.

Investing

Nerd's Eye View

DECEMBER 24, 2024

Paul is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process. Welcome everyone! Welcome to the 417th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Paul G McManus.

Financial Advisor

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 experts know the challenges of marketing in financial services. Financial marketing consultants provide many services. Financial marketing consultants provide many services.

Consulting

Nerd's Eye View

JUNE 13, 2025

From there, we have several articles on investment planning: How interested financial advisors can evaluate different types of private investments, whose return profiles tend to be more opaque and challenging to analyze compared to publicly traded instruments Why one author sees a confluence of factors (including a relatively low cost of capital and (..)

Financial Planner

Calculated Risk

JUNE 15, 2025

Market participants currently expect the FOMC to also be on hold at the July meeting, with the next rate cut in September, and a second rate cut in December. Per the usual, markets will be focused on the Summary of Economic Projections (SEP). This is fewer rate cuts than market participants expect. at the end of 2025 (3.9%-4.4%)

Banking

Carson Wealth

DECEMBER 9, 2024

Not an Old Bull Market Weve noted week after week this year why we thought stocks would likely rally and fortunately thats what weve seen happen. Stocks are looking at back-to-back 20% gains for the first time since the late 1990s, bringing many to worry this bull market could be about to end. Looking at the evidence, we dont think so.

Marketing

Calculated Risk

APRIL 9, 2025

From the Fed: Minutes of the Federal Open Market Committee, March 1819, 2025. A couple of participants noted that the continued balance in the labor market suggested that labor market conditions were unlikely to be a source of inflationary pressure.

Planning

Calculated Risk

MARCH 19, 2025

The unemployment rate has stabilized at a low level in recent months, and labor market conditions remain solid. The Committee's assessments will take into account a wide range of information, including readings on labor market conditions, inflation pressures and inflation expectations, and financial and international developments.

Economics

Carson Wealth

JUNE 27, 2025

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the remarkable turnaround in markets over the past 10 weeks, with the S&P 500 nearly reaching an all-time high despite previous worries around inflation, tariffs, and geopolitical tensions. market might follow suit.

Marketing

Nerd's Eye View

OCTOBER 29, 2024

So, whether you're interested in learning about developing a profitable client niche, how to effectively raise fees to match the planning value being provided, or marketing strategies that can be used to rapidly gain clients within a niche, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Travis Hornsby.

Consulting