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1. Is Gold Warning Us or Running With the Markets?
Having risen by about 40% since last October, Gold is on a moonshot. Many investment professionals consider gold prices to be a macro barometer, measuring the level of anxiety in the economy, inflation, currency, and geopolitics. Therefore, we must investigate what is and isn’t driving the price of gold higher. — Michael Lebowitz
2. Young Adults Eager to Gain Financial Knowledge
In what could be good news for the long-term health of the advisory business, data confirm that young people want to learn about finance and investing. And in this case, “young” means high schoolers, indicating the forecast for youthful Americans and finances is perhaps brighter than it’s given credit for. — Todd Shriber
3. When Investor Expectations Don’t Match Desires
A lot of grief is caused these days by miscommunication and unmet expectations. When we expect A, especially if we are told to expect A, and B occurs, we may experience grief, anger, and disillusionment. Because life is filled with uncertainties, and we can’t fathom every possible outcome, we should expect to experience unmet expectations somewhat regularly. — Jay Mooreland
4. 5 Big Questions About the Future Answered
In discussion with a client the other day, we got into a debate about how to structure the next workshop with management. The result is that there were five critical questions proposed. — Chris Skinner
5. How Much Time Is Left in This Bull Market Cycle?
Jurrien Timmer, Director of Global Macro at Fidelity, asks- “What time is it in the cycle? Now that we are 17 months into a bull market cycle, it’s worth asking how much life there is left. How long can this broadening bull continue?” To help assess how much time may be left, Jurrien shares a unique graphical perspective on how the current bullish cycle, which started September 2022, compares to prior cycles. — Lance Roberts
6. “Hey AI, How Much Money Will You Make?”
As markets gyrated this week between “will they” or “won’t they” June rate cut debates, I withdrew to focus on larger and more important questions. First, if the Fed decides rates need to be “higher for longer”, can this market rally continue? Second, using the dotcom tech cycle as an analog, will the AI tech cycle make earnings and investor returns “higher for longer”? — David Waddell
7. How to Make Your Message Memorable in an Instant
Ever wondered why infomercials or news broadcasts come up with lines like this: “XYZ Corporation closed its doors on customers today leaving 10,000 without the products they had paid for already…more on that shortly.” The “more on that shortly” part creates intrigue of course….but the reason why TV stations do this is because you feel compelled to watch the other stories while you wait for the finish to the XYZ Corporation story. — Tony Vidler
8. Multi-Strategy Investing: Delivering Uncorrelated Sources of Return
A shifting relationship between stocks and bonds means the value of diversification is on a cyclical upswing that may last for years. Nobel Prize winner Harry Markowitz once famously referred to diversification as “the only free lunch in finance.” His message was simple and timeless: By allocating capital across a mix of assets, clients can increase the probability of realizing their targeted return over time, with an acceptable level of portfolio volatility. — Joseph Burns
9. Sequence of Returns: A Tale of Two Investors
Investor 1; $500,000 investment, 7.4% average annual return, 4% withdrawals, increasing 3% each year, Negative returns during early years, Ran out of money in year 24, Positive returns in later years were not enough to sustain income. — Lincoln Financial Group
10. Why Financial Advisors Must Master Their Habits
As an advisor, your daily and weekly habits greatly influence your long-term success. The actions you consistently take can have a compounding effect on your results over time. — Joseph Lukacs
11. India for the Long Run
Just a decade ago, the Indian economy was struggling and was dubbed as one of the “Fragile Five” economies. This was due to many serious structural problems, such as mass corruption, failed government services, poor infrastructures and ailing banking and energy sectors, just to name a few. — Ayush Babel