Trending
1. The Fed’s “7% Solution” Won’t Work This Time
Just recently, James Bullard, President of the St. Louis Federal Reserve, suggested the central bank might need to employ the “7% solution” to ensure the complete destruction of inflation. As we have discussed previously, the fear is repeating the policy errors of the late 1970s that led to entrenched inflation. — Lance Roberts
2 Six Comebacks for “I Already Have an Advisor”
“I already have an advisor.” Has anyone ever answered “What do you do” and gotten a different answer? We go to different social events and meet different people, but the same question gets asked and the same answer is given. Here are a few ways you can take the conversation forward. — Bryce Sanders
3. Are Investors Changing Advisors in the Recession?
This past year has not been a very positive one for the stock market or the economy, resulting in the US entering a recession. These challenging times can often cause investors to examine their investments more closely and want to become more involved in the daily management of their investments. — Catherine McBreen
4. Will Diversification Make a Comeback in 2023?
Diversification faced a challenging year in 2022, with the 60/40 portfolio (60% S&P 500 and 40% Bloomberg U.S. Aggregate Bond index) down 16% on a total return basis. Not only was it the worst performance since 2008, but also it was the first year since 1974 in which both stocks and bonds declined, highlighted below and on page 63 of the Guide to the Markets. — Meera Pandit
5. Rounding Out the Portfolio in Real Estate with Ian Formigle
In this podcast, Doug and Ian discuss how CrowdStreet Advisors is helping advisors diversify client portfolios with private real estate and how advisors can capture the opportunities this asset class provides their clients. — CrowdStreeet Advisors
6. Inbound Content Marketing: A Powerful Gravitational Force
Inbound content marketing is a marketing strategy that involves creating and sharing valuable and relevant content with a target audience for the purpose of educating them on your individual/corporate expertise and capabilities. — Austin McNair
7. Lower Stock Prices are the Fed’s Goal
Fed members will not say it as bluntly as we do in our title. But they have a long-held belief that stock prices directly impact the economy and, therefore, inflation. Thus, in the Fed’s efforts to quell inflation, it makes sense that they are likely using their stock market lever, specifically lower stock prices, to help improve the efficacy of monetary policy. — Michael Lebowitz
8. Rebuilding Conviction in Stocks for a Changing World
For 40 years, steadily declining inflation and interest rates buoyed equity returns. That changed abruptly last year. Investors must now adjust expectations to a new macroeconomic and market landscape that will require a fresh mindset to reach long-term goals. — Chris Hogbin
9. Is the 60/40 Portfolio a Thing of the Past? Not So Fast…
Investors who use a 60/40 portfolio had a rough year. In the past, putting 60% in stocks and 40% in bonds has often helped investors hedge against losses in either asset class. But 2022 had other ideas. — Frank Holmes
10. A Stock Expert’s Script for Stocks in 2023
Investors finally put 2022 to bed… The fastest hiking cycle in 50 years is coming to an end… Why history suggests stocks will rise in 2023… Where I’m placing my bets for the highest returns… “These numbers scare me big time” — Chris Wood
11. How To Motivate Your Prospects To Take Action Now
No doubt you remember the last car you purchased. If you’re like most people, you spent hours, days, maybe months researching, comparing prices, features and specs. You knew what you wanted but were hesitant to pull the trigger. Ultimately, it wasn’t the gas mileage, sporty interior, or five-year bumper-to-bumper manufacturer’s warranty that moved you to action. — Don Connelly
