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1. What’s Going On With the Housing Market?
U.S. home prices have experienced incredible appreciation over the last decade, with particular strength in the years since the COVID-19 pandemic outbreak. In fact, as shown below, the recent surge in home prices have pushed the inflation-adjusted figure into record territory, yet the home buying experience remains competitive. As a result, investors may be wondering: what’s going on with the housing market? Furthermore, the prospect of even higher mortgage rates may have investors curious about the prospects for housing in the U.S. — Jordan Jackson
2. 3 Recession Indicators Are Flashing Red. Here’s Why You Shouldn’t Panic
The odds of a recession in the US just spiked considerably. I’m not saying this to scare you… That’s what three important recession indicators are saying today. They’re all flashing “red”… But as I’ll show you today, this isn’t the time to panic. Instead, it’s an opportunity. — Stephen McBride
3. Delivering Your Portfolio From the Bond-Age
If you have a large chunk of your portfolio (or that of your clients) invested in bonds, the end of last week was indeed a “Good Friday.” That’s because the bond market was closed, so you couldn’t lose any more of the money you may never have expected to lose in the first place. You see, sometimes, in this crazy modern investing world, where cryptos and NFTs and meme stocks and Elon Musk continue on as if the party will never end, the inevitable has actually occurred inthe bond market: near-zero rates, a Fed with no way out, and investors who still think bonds work like they used to, finally conspired to crack the fixed income market. — Rob Isbitts
4. Recession Warnings Are Clearly on the Rise
Despite commentary to the contrary, the yield curve is a “leading indicator” of what is happening in the economy currently, as opposed to economic data, which is “lagging” and subject to massive revisions. More importantly, while the consumer may be continuing to support growth currently, such can, and will, change dramatically when job losses begin to occur. Consumers are fickle beasts, and the contraction in demand will happen rapidly as a change in psychology occurs. — Lance Roberts
5. Managing Heightened Market Volatility
AGF’s Chief Trading Officer John Christofilos discusses the opportunities and risks of investing in a volatile market. — John Christofilos
6. Advisor Prospecting: What To Say and How To Say It
Early in my career, I realized that to succeed in my financial advisory or really any business, I had to learn and master the “art of language;” specifically, what to say, when to say it, and how to say it with ease and meaning, so it did not sound like a canned prospecting script. — Annette Bau
7. How Often Can You Revisit the Well of Referrals?
Your ability to read the situation, the client’s personality, how well they are connected, etc. is a huge factor in how soon and how often you can go back to the well. Were they perfectly willing to introduce you to others? Happy to do it? Or did they engage in this with some reticence? Do they have an “open personality” where they let you into their life easily and will, therefore, let you into the lives of others easily? — Bill Cates
8. Chasing Performance, Fueled by Hope
Whether we want to admit it or not, we are impacted by past performance. The disclosure, “Past performance is not indicative of future results” could be in 72pt font and it still wouldn’t matter. Our future decisions are based on past outcomes; it’s just the way we are hardwired. — Jay Mooreland
9. Get Out of Your Comfort Zone to Build Your Future with Danielle Mariano
Danielle Mariano of DeFreze Financial Services and Kingswood U.S. is part of the next generation of financial advisors stepping up to lead their firms into the future. In today’s episode, Doug and Danielle talk about her professional evolution, what it’s like to become the succession plan for a firm, and how she knew she needed a new broker-dealer to help her evolve her business to its next phase. — Permission to Succeed
10. It’s a Small World – What Are You Going to Do About It?
Even in a world dominated by social media and technology, word of mouth is powerful. Now the problem is words do not just come out of someone’s mouth anymore. There is all sorts of information available about you. What can you do about it? — Bryce Sanders
11. How More Ideal Clients Will Find You
Most financial advisors do not have an ideal client profile. If you are looking for more ideal clients, then define who you are looking for. First, it’s your internal belief system on who you are looking for. For example, what you say and believe have to match” We do our best work with ____ (the type of client) who has a net worth between 2 to 6 million” . Who do you do your best work with? — Grant Hicks