Advisor Perspectives

APRIL 16, 2024

Using a scheduling tool eliminates back-and-forth communication, streamlines operations, and can unlock a range of valuable benefits you might not have considered.

Financial Advisor 64

Financial Advisor Communication 64

Abnormal Returns

MARCH 20, 2023

Podcasts Brendan Frazier talks with Deirdre Van Nest about communicating with clients in an emotionally-compelling way. wiredplanning.com) Daniel Crosby talks with Emily Koochel about defining and seeking financial wellness. standarddeviationspod.com) Banks The combined UBS-CS will be a money management giant.

Estate Planning 213

Estate Planning Retirement Communication Financial Planning 213

Calculated Risk

MARCH 9, 2024

8:30 AM: Retail sales for February is scheduled to be released. . -- Thursday, March 14th -- 8:30 AM: The initial weekly unemployment claims report will be released. The consensus is for 221 thousand initial claims, up from 217 thousand last week. The consensus is for a 0.7% increase in retail sales. This graph shows retail sales since 1992.

Retail 64

Retail Manufacturing Sales Food 64

Calculated Risk

JANUARY 20, 2024

The key reports scheduled for this week are the advance estimate of Q4 GDP, December New Home sales and December Personal Income and Outlays.

Manufacturing 64

Manufacturing Sales Economics 64

Calculated Risk

JANUARY 6, 2024

The key reports this week are December CPI and the November trade deficit. -- Monday, January 8th -- No major economic releases scheduled. -- Tuesday, January 9th -- 6:00 AM: NFIB Small Business Optimism Index for December. 8:30 AM: Trade Balance report for November from the Census Bureau. This graph shows the U.S.

Economics 70

Economics 70

Calculated Risk

MARCH 23, 2024

The key reports scheduled for this week include February New Home sales, the 3rd estimate of Q4 GDP, February Personal Income & Outlays, and January Case-Shiller house prices.

Manufacturing 60

Manufacturing Sales Banking Management 60

Nerd's Eye View

MAY 8, 2023

One of the keys to this shift in thinking was the realization that, rather than preparing taxes on top of and alongside the ongoing advisory schedule of financial planning updates and client meetings, it could instead occupy its own slot on the ongoing client service calendar.

Taxes 237

Taxes Financial Planning Financial Advisor Electronics 237

Calculated Risk

NOVEMBER 18, 2023

The key economic report this week is Existing Home sales. -- Monday, November 20th -- No major economic releases scheduled. -- Tuesday, November 21st -- 8:30 AM ET: Chicago Fed National Activity Index for October. This is a composite index of other data. The consensus is for 3.93 million SAAR, down from 3.96 million in September.

Sales 67

Sales Economics Marketing Marketing 67

Calculated Risk

DECEMBER 2, 2023

The key report this week is the November employment report on Friday. -- Monday, December 4th -- No major economic releases scheduled. -- Tuesday, December 5th -- 8:00 AM: Corelogic House Price index for October. 10:00 AM ET: Job Openings and Labor Turnover Survey for October from the BLS.

Government 70

Government Economics Accounting 70

Calculated Risk

JANUARY 21, 2023

The key reports scheduled for this week are the advance estimate of Q4 GDP, December New Home sales and December Personal Income and Outlays.

Manufacturing 97

Manufacturing Sales Economics 97

Calculated Risk

JANUARY 27, 2024

The key reports scheduled for this week are the January employment report and November Case-Shiller house prices. Other key indicators include the January ISM manufacturing index and January vehicle sales.

Manufacturing 67

Manufacturing Sales Government Management 67

Calculated Risk

DECEMBER 9, 2023

The FOMC meets this week and no change to policy is expected. -- Monday, December 11th -- No major economic releases scheduled. -- Tuesday, December 12th -- 6:00 AM: NFIB Small Business Optimism Index for November. For manufacturing, November Industrial Production, and the December New York Fed survey will be released this week.

Retail 67

Retail Manufacturing Sales Economics 67

FMG

JUNE 27, 2023

Making a strategic schedule for marketing can help make working from home as enjoyable as possible. If marketing is on your agenda, setting a new daily schedule could greatly maximize your digital marketing efforts. Even if you’re already using a schedule, it never hurts to take a few minutes to look over it.

Marketing 52

Marketing Marketing Media Clients 52

Calculated Risk

SEPTEMBER 9, 2023

For manufacturing, August Industrial Production, and the September New York Fed survey, will be released this week. -- Monday, September 11th -- No major economic releases scheduled. -- Tuesday, September 12th -- 6:00 AM: NFIB Small Business Optimism Index for August. 8:30 AM: The Consumer Price Index for August from the BLS.

Retail 67

Retail Manufacturing Sales Food 67

Calculated Risk

FEBRUARY 24, 2024

The key reports this week are January New Home sales, the second estimate of Q4 GDP, Personal Income and Outlays for January, Case-Shiller house prices and February vehicle sales.

Manufacturing 101

Manufacturing Sales Management 101

Nerd's Eye View

NOVEMBER 3, 2022

And this can mean developing a fee schedule with so many layers of complexity – to price out the range of all the services offered – that many prospects often end out too confused to understand what the advisor can actually do for them.

Management 130

Management Financial Advisor Clients Financial Services 130

Calculated Risk

JANUARY 28, 2023

The key reports scheduled for this week are the January employment report and November Case-Shiller house prices. Other key indicators include January ISM manufacturing and services surveys, and January vehicle sales.

Manufacturing 102

Manufacturing Sales Government Numbers 102

Calculated Risk

JUNE 3, 2023

The key report scheduled for this week is the April trade balance. -- Monday, June 5th -- 10:00 AM: the ISM Services Index for May. 12:00 PM: Q1 Flow of Funds Accounts of the United States from the Federal Reserve. -- Friday, June 9th -- No major economic releases scheduled. The consensus is for a reading of 52.5,

Economics 52

Economics Accounting 52

Calculated Risk

APRIL 8, 2023

increase in core PPI. -- Friday, April 14th -- 8:30 AM: Retail sales for March is scheduled to be released. The key reports this week are March CPI and retail sales. 8:30 AM: The Consumer Price Index for March from the BLS. The consensus is for 233 thousand initial claims, up from 228 thousand last week. The consensus is for a 0.0%

Retail 56

Retail Food Sales Manufacturing 56

Calculated Risk

JUNE 10, 2023

The FOMC meets on Tuesday and Wednesday, and rates are expected to be unchanged. -- Monday, June 12th -- No major economic releases scheduled. -- Tuesday, June 13th -- 6:00 AM ET: NFIB Small Business Optimism Index for April. 8:30 AM: Retail sales for May is scheduled to be released. The consensus is for 0.3% increase in CPI (up 4.9%

Retail 52

Retail Manufacturing Sales Food 52

Calculated Risk

MARCH 4, 2023

The key report scheduled for this week is the February employment report. Fed Chair Powell presents the Semiannual Monetary Policy Report to the Congress on Tuesday and Wednesday. -- Monday, March 6th -- No major economic releases scheduled. -- Tuesday, March 7th -- 8:00 AM: Corelogic House Price index for January.

Financial Services 56

Financial Services Economics Banking Government 56

Calculated Risk

APRIL 22, 2023

The key reports scheduled for this week are the advance estimate of Q1 GDP and March New Home sales. Other key reports include February Case-Shiller house prices and Personal Income and Outlays for March.

Manufacturing 73

Manufacturing Sales Management 73

MarketWatch

MARCH 16, 2023

plant, with the move expected to be completed by April and “months ahead of the original schedule.” NKLA said late Thursday it is moving its battery manufacturing from Cypress, Calif., to its Coolidge, Ariz.,

Manufacturing 76

Manufacturing Marketing Marketing 76

Calculated Risk

JULY 8, 2023

The key report this week is June CPI. -- Monday, July 10th -- No major economic releases scheduled. -- Tuesday, July 11th -- 6:00 AM ET: NFIB Small Business Optimism Index for June. 8:30 AM: The Consumer Price Index for June from the BLS.

Economics 52

Economics Banking 52

Calculated Risk

AUGUST 5, 2023

The key reports this week are July CPI and the June Trade Deficit. -- Monday, August 7th -- No major economic releases scheduled. -- Tuesday, August 8th -- 8:30 AM: Trade Balance report for June from the Census Bureau. This graph shows the U.S. trade deficit, with and without petroleum, through the most recent report.

Economics 52

Economics 52

MarketWatch

MAY 5, 2023

Senate committee on banking, housing and urban affairs has scheduled a hearing entitled, “Examining Cannabis Banking Challenges of Small Businesses and Workers” on Thursday at 9:45 a.m. Cannabis stocks rose Friday in their second day of big gains. in the Dirksen Senate Office Building, according to an announcement.

Banking 75

Banking Marketing Marketing 75

Calculated Risk

AUGUST 19, 2023

The BLS will release the preliminary employment benchmark revision on Wednesday. -- Monday, August 21st -- No major economic releases scheduled. -- Tuesday, August 22nd -- 10:00 AM: Existing Home Sales for July from the National Association of Realtors (NAR). The consensus is for 4.15 million SAAR, down from 4.16 million last month.

Manufacturing 52

Manufacturing Sales Economics 52

Calculated Risk

OCTOBER 8, 2022

No economic releases are scheduled. The key economic reports this week are September CPI and Retail Sales. -- Monday, Oct 10th -- Columbus Day Holiday : Banks will be closed in observance of Columbus Day. The stock market will be open. 8:30 AM: The Producer Price Index for September from the BLS.

Retail 67

Retail Economics Sales Food 67

Calculated Risk

DECEMBER 10, 2022

The FOMC meets this week, and the FOMC is expected to announce a 50 bp hike in the Fed Funds rate. -- Monday, December 13th -- No major economic releases scheduled. -- Tuesday, December 14th -- 6:00 AM: NFIB Small Business Optimism Index for November. 8:30 AM: The Consumer Price Index for November from the BLS. The consensus is for a 0.3%

Retail 52

Retail Manufacturing Sales Economics 52

Calculated Risk

JANUARY 7, 2023

The key reports this week is December CPI. -- Monday, January 9th -- No major economic releases scheduled. -- Tuesday, January 10th -- 6:00 AM: NFIB Small Business Optimism Index for December.

Banking 52

Banking Economics 52

Calculated Risk

FEBRUARY 4, 2023

The key report this week is the December trade deficit. -- Monday, February 6th -- No major economic releases scheduled. -- Tuesday, February 7th -- 8:00 AM ET: Corelogic House Price index for December. This will be light week for economic data. 8:30 AM: Trade Balance report for December from the Census Bureau. This graph shows the U.S.

Economics 52

Economics 52

Calculated Risk

MARCH 18, 2023

The FOMC meets this week, and there is some uncertainty on rate hikes due to the recent banking issues. -- Monday, March 20th -- No major economic releases scheduled. -- Tuesday, March 21st -- 10:00 AM: Existing Home Sales for February from the National Association of Realtors (NAR). The consensus is for 4.15 million SAAR, up from 4.00

Sales 56

Sales Economics Manufacturing Banking 56

Calculated Risk

MAY 20, 2023

For manufacturing, the May Richmond and Kansas City Fed manufacturing surveys will be released. -- Monday, May 22nd -- No major economic releases scheduled. -- Tuesday, May 23rd -- 10:00 AM: New Home Sales for April from the Census Bureau. This graph shows New Home Sales since 1963. The dashed line is the sales rate for last month.

Manufacturing 52

Manufacturing Sales Economics 52

Wealth Management

DECEMBER 7, 2023

A final rule meant to “standardize” climate-related disclosures for issuers could also come in the spring, according to the White House Office of Management and Budget.

Budgeting 112

Budgeting Management 112

Calculated Risk

APRIL 1, 2023

The key report scheduled for this week is the March employment report on Friday. Other key reports include the February Trade Deficit and March Auto Sales. For manufacturing, the March ISM Manufacturing survey will be released. -- Monday, April 3rd -- 10:00 AM: ISM Manufacturing Index for March. The consensus is for the ISM to be at 47.5,

Manufacturing 56

Manufacturing Sales Government 56

Calculated Risk

MARCH 25, 2023

The key reports scheduled for this week include the 3rd estimate of Q4 GDP, February Personal Income & Outlays, and January Case-Shiller house prices.

Manufacturing 56

Manufacturing Sales Management 56

Calculated Risk

JULY 1, 2023

The key report scheduled for this week is the June employment report to be released on Friday. Other key reports include the June ISM Manufacturing survey, June Vehicle Sales, May Job Openings and the Trade Deficit for May. -- Monday, July 3rd -- 10:00 AM: ISM Manufacturing Index for June. The consensus is for the ISM to be at 47.2,

Manufacturing 52

Manufacturing Sales Government Numbers 52