Trending
1. U.S. Recession Fears Are Overblown—Here’s Why
Over the last couple of weeks, the market sell-off eclipsed 10% on an intraday basis, sending investor sentiment plummeting to levels usually seen during more significant declines and previous bear markets. While the markets have had a phenomenal run over the past two years, investors seemed to have forgotten that markets tend to correct now and then. — Lance Roberts
2. Measuring the True Value of Financial Advice
Putting a value upon financial advice is a tough issue for advisers and consumers alike. There is a pretty basic concept as far as “Value” goes for any consumer purchase though which is not a bad starting point, and it can be put into a formula: “Value = Benefits – Cost“ — Tony Vidler
3. Trump and Tariffs: What If It All Goes Right?
The financial landscape is shifting rapidly, with inflation, tariffs, and consumer sentiment driving market uncertainty. As we approach key economic reports and trade policy decisions, investors and advisors alike must remain agile. In this episode of What Does It Mean?, hosts Lindsey Bell and Chris Versace analyze the latest data and break down what it all means for markets moving forward. — What Does It Mean?
4. Young Clients Are Looking for Financial Advisors—Are You Ready?
The advisory/wealth management has long fretted about its future as it relates to younger prospects and clients and those concerns seem to grow with each new tech-heavy, social media-driven investment innovation. The ball that got rolling with roboadvisors created perceived empowerment and contributed to multiple generations where it do-it-yourself (DIY) investing appears to be “cool.” — Todd Shriber
5. Fed Watch: Let’s Just Wait and See
The Federal Reserve kept rates unchanged for the second consecutive FOMC meeting, signaling a cautious “wait and see” approach amid economic uncertainty and Washington policy concerns. — Kevin Flanagan
6. Fed vs. Washington: Is Policy Uncertainty a Growing Concern?
The Federal Open Market Committee (FOMC) voted to maintain the Federal funds rate at a target range of 4.25%-4.50% at its March meeting. The statement indicated a shift in sentiment regarding the outlook since January, noting that “uncertainty around the economic outlook has increased”. Moreover, the committee removed the language that risk to its inflation and employment goals were “roughly in balance”, suggesting members may now be more sensitive to slowing growth than price pressures. — Jordan Jackson
7. AI Is Not a Job Killer — But Will Change Them Forever
What if you knew for certain that 90% of today’s jobs will disappear? Sounds like doomsday, right? Mass unemployment. Dystopia. Well, this is exactly what happened to all jobs that existed in 1800. Back then, more than 80% of Americans worked on farms. They performed backbreaking work seven days a week, just to grow enough food for the family to eat. By 1950, less than 10% of Americans worked the land. Did all those displaced farm workers head to the bread lines? Quite the opposite. The 19th and 20th centuries saw the greatest employment boom in human history. — Stephen McBride
8. A Simple Habit To Grow Your LinkedIn Connections by the Thousands
The easiest way to grow your LinkedIn network? At the end of each week, take a few minutes to scroll your calendar and connect with everyone you’ve emailed back and forth with or had meetings with that week. — FMG
9. Retirees and Tax Refunds: How Advisors Can Help Clients Optimize Their Windfalls
Recent research from Intuit/TurboTax has placed a spotlight on a long-standing trend: retirees often celebrate tax refunds as if they were unexpected bonuses. While these funds may technically be overpayments returned by the IRS, retirees frequently view them as “found money” they’ve rightfully earned. Let’s explore why refunds resonate so strongly with retirees, how financial advisors can guide clients toward prudent use of these funds, and what steps can help ensure that every dollar supports long-term well-being. — David Conti
10. Why Bond Investors May Benefit From Actively Managed Mutual Funds and ETFs
Passive index investment strategies are designed to mirror the composition and performance of a benchmark index. In contrast, active strategies can differ from the index in the pursuit of better returns. — Ford O’Neil, Celso Muñoz and Michael Plage
11. Beyond Word-of-Mouth: The Game-Changing Referral System That's Transforming Advisory Practices
As a successful financial advisor managing a thriving business, you know the importance of efficiency and results. Referrals are often viewed as a slow, unpredictable way to grow your client base — but what if they didn’t have to be? — Mike Garrison