Million Dollar Round Table (MDRT)

NOVEMBER 19, 2023

Advisors’ limiting beliefs One example of a limiting common belief is that permanent life insurance is expensive, and that term insurance is sufficient to provide the necessary coverage. We ask advisors if they would be willing to pay premiums for their term coverage to age 75 or 85, especially if they retired at 68 years old.

Financial Planning 83

Financial Planning Planning Insurance Medical 83

Nerd's Eye View

MARCH 3, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that amid economic and market headwinds, the pace of RIA M&A activity was slower in January and February compared to the same period last year.

Financial Planner 168

Financial Planner Retirement Clients Economics 168

Random Roger's Retirement Planning

APRIL 22, 2024

Some other alternatives do their own thing in such a way that they complement equity exposure to reduce volatility and drawdowns without lowering the long term growth of the portfolio. In terms of trying to set an expectation, it says to "use for liquid alternative investment; long and short investment." to short volatility.

Portfolio 83

Portfolio Asset Allocation Assets Management 83

Nationwide Financial

JANUARY 24, 2023

For these reasons, tracking the longer-term influences on price gains can provide a clearer picture of the inflation outlook. Moreover, there is little to no warning for consumers, businesses, or governments that an extreme shock will occur, making for a sharp shift in overall economic conditions. Supply conditions of many inputs (I.e.

Economy 119

Economy Economics Government Transportation 119

Trade Brains

APRIL 29, 2024

Bullish Stick Sandwich Pattern – Formation Three conditions need to be filled for a three-candlestick pattern to be called a bullish stick sandwich pattern – Condition 1- The prior trend before the formation of this pattern needs to be bearish/downtrend. Does Bullish Stick Sandwich always indicate Bullish movement?

Marketing 59

Marketing Marketing Banking Portfolio 59

Advisor Perspectives

AUGUST 7, 2023

But near-term tactical shifts can help take advantage of ever-evolving market conditions in the pursuit of long-term returns. In any environment, multi-asset investors should prudently balance risks across equity, corporate credit and government bonds.

Assets 52

Assets Government Marketing Marketing 52

Calculated Risk

OCTOBER 12, 2022

Participants noted that the Committee's commitment to restoring price stability, together with its purposeful policy actions and communications, had contributed to a notable tightening of financial conditions over the past year that would likely help reduce inflation pressures by restraining aggregate demand.

Communication 145

Communication Economics Risk Management Management 145

Nerd's Eye View

MARCH 22, 2023

In more recent years, however, insurance carriers have increasingly offered “instant-issue” term life insurance policies, where a decision is made whether or not to issue a policy for a person within minutes of their submitting an application, with no additional underwriting. Read More.

Insurance 211

Insurance Medical Financial Advisor Clients 211

Advisor Perspectives

OCTOBER 24, 2023

Lately, Federal Reserve officials have been paying greater attention to financial conditions – that is, to the influence that market phenomena such as stock prices, bond yields and housing prices have on economic activity, above and beyond the effect of the short-term interest rates that the central bank controls directly.

Economics 52

Economics Banking Marketing Marketing 52

Alpha Architect

DECEMBER 23, 2022

To determine if a multi-factor approach has provided diversification benefits in terms of exposure to economic cycle risks, the research team at Counterpoint evaluated returns to multifactor long-short strategies, stocks, and 1-month T-bills in a variety of economic conditions (recession or no recession, high or no high inflation, and stagflation) (..)

Economics 92

Economics Portfolio Investing Investments 92

Calculated Risk

AUGUST 10, 2023

Today, in the Calculated Risk Real Estate Newsletter: The Long-Term Housing and Population Shift A brief excerpt: Something different … Here is a look at the last 50 to 60 years, and some predictions about the next 50+ years. The key driver of the southward movement was Air Conditioning! AC has made the Southern States and D.C.

98

98

Truemind Capital

FEBRUARY 8, 2024

We Indians are conditioned to find bargains, cheap deals and discounts wherever available. We were conditioned to look at immediate cost savings and not at the consequent value destruction in the long term. I started wondering why we focus on price and not the value we get.

Financial Advisor 52

Financial Advisor Consulting Investing Investments 52

Trade Brains

APRIL 25, 2024

Bearish kicker candlestick pattern: It is often observed that market participants utilize technical analysis as a means of speculating and predicting short-term movements in stock prices. Condition 2 – The second candle must open with a gap down and close further down. Hence the price might see a downward momentum.

Marketing 64

Marketing Marketing Banking Portfolio 64

Abnormal Returns

SEPTEMBER 16, 2023

insidehook.com) Florence, Italy is set to ban short-term rentals, i.e. Airbnb. wsj.com) Long Covid is a new name for an old condition. (npr.org) The U.S. is going to lag in lithium production for the foreseeable future. msn.com) Energy What's preventing us from generating more geothermal power?

Medicine 230

Medicine Food Financial Advising Media 230

MarketWatch

APRIL 6, 2023

Food and Drug Administration said Thursday it has reached a final decision to fully withdraw approval of pre-term birth drug Makena and its generics, a full 12 years after it hit the market. Luxembourg-based Covis acquired Makena as part of its takeover of Amag Pharmaceuticals in 2020.

Pharmaceutical 75

Pharmaceutical Medical Marketing Marketing 75

Advisor Perspectives

AUGUST 18, 2023

With so many moving pieces, and under such unconventional conditions, navigating today’s global economic landscape would be challenging for anyone.

Economy 52

Economy Engineering Economics 52

Advisor Perspectives

JUNE 8, 2023

The collapse of Silicon Valley Bank will likely lead to tighter credit conditions as banks pull back from lending. Private credit managers are poised to fill the void that banks have left and can negotiate favorable terms, according to Franklin Templeton Institute’s Tony Davidow.

Banking 52

Banking Management 52

International College of Financial Planning

JULY 31, 2023

This personalized approach ensures clients stay on track to achieve client’s long-term financial aspirations. However, eliminating the complex world of investments can be challenging, and many individuals fall prey to common investment mistakes that can hinder their financial success.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 52

The Big Picture

FEBRUARY 21, 2024

Well, in many reasons, there are problems in knowing ourselves in terms of our character and in knowing ourselves in terms of our competence. In terms of our character, we overplay how much agency we have over the world. And in terms of confidence, we overestimate how much we know. That creates an issue.

Media 141

Media License Planning Economics 141

Advisor Perspectives

FEBRUARY 12, 2023

Here to explain how advisors can be more precise about where to find opportunities to navigate challenging near-term economic conditions, while seeking to capture exposure to long-term structural megatrends, is Jay Jacobs. This year, 2023, markets are poised for performance dispersion among equities (i.e.,

Economics 52

Economics Marketing Marketing 52

Calculated Risk

OCTOBER 19, 2023

Shorter-term measures of core inflation over the most recent three and six months are now running below 3 percent. But these shorter-term measures are often volatile. The September inflation data continued the downward trend but were somewhat less encouraging. emphasis added

Economics 62

Economics Retail Sales Marketing 62

Nationwide Financial

MAY 10, 2023

It can be hard to discern whether long-term trends drive recent market movements or short-term fluctuations because of external factors. Typically, small-cap companies are more vulnerable to weakening economic conditions. The post Small caps: Near-term risks vs. long-term potential appeared first on Nationwide Financial.

Risk Tolerance 52

Risk Tolerance Valuation Economics Accounting 52

Validea

MARCH 26, 2024

First, they provide a source of steady, predictable income, which is especially appealing in volatile market conditions. Finally, the historical performance of Dividend Aristocrats has often outpaced that of the S&P 500, delivering solid returns to long-term investors. Market Cap: $122,742 million. Market Cap: $149,814 million.

Retail 52

Retail Manufacturing Distribution Investing 52

Carson Wealth

APRIL 25, 2024

To begin, you should clearly define your short-term, medium-term, and long-term financial objectives. To begin, you should clearly define your short-term, medium-term, and long-term financial objectives. What Do You Need in Your Financial Plan? What Could Happen if You Don’t Have a Financial Plan?

Financial Planning 52

Financial Planning Planning Retirement Insurance Coverage 52

Calculated Risk

JULY 21, 2022

From the National Multifamily Housing Council (NMHC): Higher Interest Rates Begin to Impact Multifamily Apartment sales volume fell while both equity and debt financing became more costly, according to the National Multifamily Housing Council’s Quarterly Survey of Apartment Market Conditions for July 2022. Click on graph for larger image.

Marketing 52

Marketing Marketing Sales 52

MarketWatch

APRIL 25, 2023

In the longer term, a default would raise the cost of borrowing into perpetuity,” she said. Yellen repeated that Congress should raise or suspend the debt limit “without conditions.” This week, House Speaker Kevin McCarthy is planning a vote on a bill to lift the debt ceiling in exchange for deep spending cuts.

Government 76

Government Economics Planning Marketing 76

WiserAdvisor

DECEMBER 3, 2023

For instance, if market conditions become exceptionally volatile and your portfolio shows significant deviations from your target allocations, it is advisable to conduct a reassessment sooner rather than later. Unlike other methods, this strategy adheres to a fixed schedule and is employed irrespective of the prevailing market conditions.

Portfolio 52

Portfolio Risk Tolerance Asset Allocation Financial Advisor 52

Sara Grillo

APRIL 19, 2024

1 Understand the terms in the Investment Advisory Agreement Check out FINRA’s explanation of discretionary authority. Learn what all these terms mean. Here’s how it usually goes in terms of advisors moving money between accounts. Don’t be fooled! Read it here. And now let’s get on with it!

Financial Advisor 95

Financial Advisor Financial Advice Accounting Compliance 95

Nationwide Financial

APRIL 3, 2023

Thoughts Equity markets delivered their third-straight weekly gain, continuing to exhibit remarkable resilience given continued uncertainty in the banking system, Fed policy, macro conditions, interest rates, and inflation. March saw an equity market gain for the fourth time in six months, with the S&P 500 returning 7%. versus 4.7%

Marketing 105

Marketing Marketing Valuation Economics 105

MarketWatch

MAY 31, 2023

This action was taken in response to current market conditions and after reducing other discretionary expenses, with a view toward driving long-term efficiency,” ZipRecruiter said in the filing. ZipRecruiter also said that Ian Siegel, its chief executive, agreed to a 30% salary reduction, effective Thursday. Shares rose 1.3%

Economy 75

Economy Taxes Sales Marketing 75

Brown Advisory

SEPTEMBER 6, 2022

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. Tue, 09/06/2022 - 10:30. 70–90% vs. 80%).

Asset Allocation 98

Asset Allocation Assets Investing Investments 98

Nationwide Financial

FEBRUARY 28, 2023

We still expect that moderate recession conditions will prevail later this year as consumer and businesses cut back in response to restrictive borrowing costs and reduced corporate earnings. Long-term interest rates, which were lower over January, rose sharply in February on higher odds of additional Fed rate increases and higher inflation.

Economy 98

Economy Economics Marketing Marketing 98

Calculated Risk

NOVEMBER 26, 2022

2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. 2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. The consensus is for a 14.4% The consensus is for a 5.0%

Manufacturing 114

Manufacturing Sales Economics Banking 114

Calculated Risk

OCTOBER 16, 2023

From Matthew Graham at Mortgage News Daily: Mortgage Rates Jump Back Near Long-Term Highs Last week was mostly good for mortgage rates, even if the goodness was made possible in large part by the badness of the previous week. Any number below 50 indicates that more builders view sales conditions as poor than good.

Retail 55

Retail Sales Numbers 55

Nerd's Eye View

AUGUST 22, 2022

Cash tends to exist at the forefront of individuals' day-to-day lives for many reasons: as a stable savings vehicle for near-term goals, a safety net for unforeseen emergency expenses, and, of course, to pay for daily living expenses, just to name a few.

Clients 216

Clients Management Accounting Economics 216

Trade Brains

APRIL 3, 2023

There are mainly 2 types of ASM i.e. Long term ASM and Short Term ASM. Long-Term ASM List Based on the satisfaction of the following conditions they are allocated the stages in this list. No one can 100% accurately predict the movement of the stock. Keep Reading to find out what is ASM List.

Clients 52

Clients Marketing Marketing Retail 52

Trade Brains

APRIL 2, 2024

Bearish Homing Pigeon Pattern: Market participants rely on technical analysis to speculate and predict the short-term movement in the stock price. Condition 2 – The second candle’s body needs to be formed within the body of the first candle. Technical analysis consists of multiple methods to analyze the market.

Marketing 59

Marketing Marketing Portfolio Investing 59