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1. The Biggest Threat to Your Money (Not Inflation)
As Russian tanks rolled into Ukraine, Russian hackers infiltrated Ukraine’s internet. On the morning of the invasion, alarms started ringing inside Microsoft’s Threat Intelligence Center. It detected a “wiper” attack, headed straight for Ukraine’s banks—a hack that would wipe away all of the banks’ data. — Stephen McBride
2. What To Do When Wall Street Hates Everything
War, recession, inflation, stagflation, covid lockdowns…. These are just some of the concerns Wall Street strategists seem obsessed with when we turn on the financial news, and it sounds like they hate everything. Fixed Income investors just saw the worst drawdown in a generation, and rates look like they want to move higher. Stocks are dealing with recession fears and still need to decipher what a nearly inverted yield curve in the U.S., war in Ukraine and covid lockdowns in Asia mean for the future. — Todd Asset Management
3. Oil: Are Sanctions on Russia Effective or Counterproductive?
While Europe condemns Russia's actions, other countries take advantage of the turmoil and buy oil at a discount. Are any of the sanctions even effective? Crude oil prices jumped over 3% on Monday, with investors worried about tighter supply in the market and even more nervous about the prospect of new European sanctions against Russia, which could affect Russian exports. — Sebastien Bischeri
4. Should You Be Bullish or Bearish?
Bullish or bearish? What is the case for the market now? As we noted previously, having a proper market perspective is essential in avoiding investing mistakes over time. However, another trap we potentially fall into is “confirmation bias.” — Lance Roberts
5. How to Work the Room at a Social Event
Better weather is on the way. Pandemic restrictions are easing. Nonprofits are returning to holding spring galas. Garden parties and outdoor concerts will follow. Wedding venues are working through their backlog. Do you remember how to work the crowd at a social event? — Bryce Sanders
6. The CMO Series – Drivers of Revenue: Kelly Waltrich
Our first guest is Kelly Waltrich, CEO and Co-Founder of Intention.ly, a growth engine design consultancy and marketing agency that works with fintech and finserv companies who want to transform the trajectory of their business. In today’s episode, Doug and Kelly talk about her journey through financial services marketing and how the role of marketing has evolved. — Permission to Succeed
7. 3 Steps To Understand and Communicate Your Complete Value
When I interview top producing advisors, they tell me that they are always looking for ways to increase their value to their clients; it’s a constant endeavor for them. These top advisors come to me to learn how to communicate that value in a clearer and more compelling manner. They also want to get their entire team on the same page with that value. — Bill Cates
8. There is a Crypto Bubble, But Not Where You Think
Crypto currencies started gaining widespread attention when Bitcoin made its first parabolic move to $2,000 back in late 2017. It then exploded in popularity in late 2020 as it went parabolic again, this time to $40,000 and then to $60,000 per unit in Spring 2021. — Jay Mooreland
9. Gold, Rubles, or Bitcoin?
Financial sanctions weighing on Russia are sending up red flags around the globe. The seizing of Russian foreign reserves and eliminating access to SWIFT is leading Russia and other countries to reassess the role of dollars in global trade. Today, there are likely quite a few central bankers and heads of Treasury asking themselves- Dollars, Gold, or Rubles? — Michael P. Lebowitz
10. How To Get Your Clients To Take Their Financial Plan Seriously
It wasn’t so long ago that clients perceived financial plans as an extension of the prospecting process to entice them to open an account and hand over their money. Many financial advisors feigned the role as a financial planner to create the perception of objectivity with the recommendations they would make. Clients received a faux leather-bound financial plan that just took up shelf space, never to be revisited by them or their advisor. — Don Connelly
11. The Post-Pandemic Shift to Connection and Trust
With social quarantine and isolation, many of have felt an extreme lack of connection like we’ve never experienced before. The Covid-19 pandemic is forcing marketers to reevaluate what it means to really connect with their customers. Building relationships is no longer just a good marketing strategy… it’s a necessary one. Surface-level advertising simply doesn’t cut it anymore. We must be more deliberate and conscientious. — Natalie Hilscher