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1. Home Prices Will Likely Fall Further
Home prices have started to correct as interest rates rose sharply in 2022. However, the real problem for home prices is still coming in 2023 as the standoff between sellers and buyers comes to a head. However, before we get there, let’s review how we got here. Since the turn of the century, there have been two housing bubbles, with home prices reaching levels of unaffordability not previously seen in the United States. Such was, of course, due to lax lending policies and artificially low-interest rates luring financially unstable individuals into buying homes they could not afford. — Lance Roberts
2. What To Do With Fixed Income in 2023
Last quarter, we wrote about how investors should approach fixed income as we rounded out a difficult performance year given hawkish central banks and elevated interest rate volatility. To start the year, we think it’s appropriate to revisit positioning within bond allocations while recognizing there remains a healthy degree of uncertainty. — Jordan Jackson
3. How Advisors Can Empower Female Clients
With an extremely challenging 2022 now in the books, a look back reveals a year defined almost entirely by inflation. Financial markets, investors and policymakers alike in many major economies zeroed in on surging prices and what they meant for growth and asset prices. — Todd Shriber
4. 2023: A Year of Transition for the Global Economy
With an extremely challenging 2022 now in the books, a look back reveals a year defined almost entirely by inflation. Financial markets, investors and policymakers alike in many major economies zeroed in on surging prices and what they meant for growth and asset prices. — Eric Winograd
5. Oil Stocks Are a Disaster Waiting To Happen
2022 was as good as it gets for energy, particularly Big Oil. Russia’s invasion of Ukraine sent the price of oil flying. And companies like ExxonMobil and Chevron raked in record profits because of it. But this was a one-off event. Crude prices have already plunged around 40% from highs. Oil companies now face an unsolvable problem—their dirty businesses don’t fit the “green” future the world is moving towards. — Chris Wood
6. The Factors Impacting Advisor Loyalty
Investors have many choices when it comes to their financial advisor, and they often are solicited to change advisors or consolidate their assets. What keeps investors from continually changing advisors, besides the hassle, is loyalty to their current advisor. How loyal an investor is to their advisor is dependent upon a wide variety of factors. Each person has to decide just how loyal they will be to their financial advisor. There are many factors, however, that investors agree impact loyalty to an advisor. — Catherine McBreen
7. The Evolution of Investors, Advisors, and the Client with Gerald Graves
Gerald Graves is a Managing Partner at Filigree Wealth Advisors, LLC, an independent RIA located in various areas of the West Coast but managing clients nationwide. In this podcast, Doug and Gerald dive into the journey of Graves through the financial services industry and the takeaways he recommends to current investors and advisors. — Power Your Advice
8. Finding the Best Approach for Each Client
One of the difficult issues you will face is that some clients may not want to talk or take advice when they have anxiety. This resistance is something you will need to get past. They must always know your only interest is their well-being, and their concerns are understood. The relationship capital (trust) you have built through every prior interaction could be lost if your bedside manner in the downturn is wrong. Reflect on how physicians, attorneys, and accountants quickly lose trust when their communication is poor, particularly when delivering bad news. — Hugh Massie
9. Just When You Think That Crypto Has Failed …
Just when you think that cryptocurrencies are unregulated and ridiculous, the industry spends four years to work out a set of standards to ensure trust. Who would have thought it? — Chris Skinner
10. Out of the Box Ideas for Speaking Engagements
Visibility equals credibility. If people see you, hear you and get to know your name, you should start to build a reputation as a subject matter expert. We think of speaking in two formats: Seminars you organize or guest speaking before groups. Have you considered these ideas that break free of the traditional mold for this method of prospecting? — Bryce Sanders
11. Why a Competitive Edge Is Not Good Enough To Beat Your Competitors
If your business plan talks about achieving an edge over your competitors, it’s falling short. Words like ‘edge’ and ‘advantage’ to describe your competitive intent lack the visceral dimension to create lasting success. Let’s talk about crippling the efforts of your competitors and prevailing over them. — Roy Osing