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1. Has the Housing Market Turned a Corner?
The housing sector was one of the hardest hit areas of the economy when the Fed began raising rates, but there are signs activity has turned a corner. The “mortgage lock” effect, where households that had locked in low mortgage rates are disincentivized to move and assume higher rates, has severely limited the supply of existing homes for sale in the market. — Stephanie Aliaga
2. Wealth Gap and the Road to Serfdom
One of the most interesting conundrums is the surging wealth gap in America. Despite two of the largest bull markets in history since 1980, most Americans struggle with making ends meet and are unprepared for retirement. Such a reality starkly differs from the belief that rising asset prices benefit the masses. — Lance Roberts
3. Through Innovation and Simplicity, New Strategies Bring Positive Returns in Down Markets with David Wood
In this episode, David presents the new innovative crediting strategies offered by Lincoln Financial Group in its fixed-indexed annuity portfolio. These strategies address consumer sentiment, offering growth potential combined with 100% downside protection. — Lincoln Financial Group
4. How Bitcoin Halving Might or Might Not Affect ETF Holders
Bitcoin is on a torrid pace this year with much of that upside attributable to the January debuts of spot exchange traded fund in the U.S., but seasoned cryptocurrency investors know that some of the largest digital currency’s 2024 bullishness is also being generated by the quadrennial halving. — Todd Shriber
5. An Advisor’s Most Important Investment
It may be too early to determine if this year will be a win, judging by Q1 alone. However, one thing remains crystal clear: your commitment to personal growth will significantly influence your chances of succeeding, not just this year but for the long haul. As I say, YOU are the engine of your business. That is why it only makes sense to dedicate a portion of your profit to keeping your engine running. — Joseph Lukacs
6. Stop the Frustration! Move Prospects & Clients to Action!
If the problem is Blatant… obvious… easily recognizable… that’s a good thing, for all concerned. When the prospect or client knows they have the problem, you don’t have to spend too much time bringing it to the surface. You state it – their head starts shaking “yes.” You’re relevant. You have their attention. — Bill Cates
7. Why Broader May Be Better For Equity Markets
There’s something powerful about recovering from a bear market and finally hitting new highs. It instills confidence in investors and often ends up being its own catalyst for future gains. This time may end up being no different, but the rally to date is somewhat unique and there are certain nuances of the current trajectory in equity markets that could determine the continuation of it going forward. — Kevin McCreadie
8. How Can You Help Clients Reduce Everyday Expenses?
Many people think financial planning begins and ends with retirement planning. The logic is you can draw a straight line between planning, proposal and doing business. Financial planning is a huge umbrella covering many other areas of a client’s life. Some do not ring the cash register immediately, but serve to strengthen the client relationship and dispel the client’s perception: “You only talk to me when you want me to buy or sell something.” — Bryce Sanders
9. Is A.I. Helping the Fed Towards a “Soft Landing”?
It’s increasingly looking like a soft-landing for the U.S. economy. While most people have been hesitant to give the Fed credit, I went a different direction and have been singing their praise for months. — Nate Tonsager
10. A Game-Changing Strategy for Consistent Business Growth
Your business development strategy can be key to the success or failure of your firm. In this post, we’ll explore how to create a strategy and associated plan that can propel an individual, a practice or an entire firm to new levels of growth and profitability. — Lee Frederiksen
11 Is It Time for Your Aging Parent to Downsize from the Family Home?
The battle goes on with aging parents who are living alone or without family nearby and their adult children. From the kids’ point of view, their parent is just not safe in that big house anymore, with the declines that often come with aging. Perhaps the elder has lost a spouse or partner and there is no one left to watch out for them. The family tells them they should move. They explore senior living situations. They urge and argue with the aging parent. They’re worried, and justifiably so. Frail elders are not safe living alone, generally. — Carolyn Rosenblatt