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1. Brace Yourself 2008 Is Coming
Maybe I’m wrong. Would love for you to read this and make the case for a bull market or even a mild recession. If I’m right, we’ll see 2008 on steroids. If I'm right, this is the most important thing you'll read all year. Gird your loins. — Rey Descalso
2. Here’s Why Clients Are Not Giving You Referrals
We devote a lot of space here on how to generate referrals, and with good reason. Generating quality referrals is critical to building a sustainable and profitable practice. Many of our articles address the ‘how,’ even addressing how to overcome the reluctance to ask for referrals. — Don Connelly
3. COT Extreme Positioning Suggests the Bears May Be Wrong
NCTs are the group that speculates on where they believe the market will head. While you would expect these individuals to be “smarter” than retail investors, we find they are just as subject to “human fallacy” and “herd mentality” as everyone else. — Lance Roberts
4. The Silver Lining in the U.S. Regional Banking Storm
According to the official rules of Monopoly, the bank can never run out of money. Obviously that’s not always the case in the real world. We’ve already seen three regional banks fail in the U.S. so far this year, and we may see more as depositors continue to move cash from smaller institutions to those perceived to be safer. — Frank Holmes
5. 10 Ways To Build Trust With Prospects
Trust is not given automatically by consumers. You have to build trust with prospects in todays market over time. That’s a reality. It is earned. — Tony Vidler
6. Where Will the DOW End 2023?
Given the significant swings the market has experienced over the past few years, and the high inflationary environment we are in, where do investors think the DJIA will be at the end of 2023? — Catherine McBreen
7. How To Get Valuable Clues From Social Conversations
One of your objectives for getting involved in the community is to mingle with HNW individuals. Unfortunately, they do not have their net worth printed on their shirts. There are others doing the same thing and everyone is dressing to impress. — Bryce Sanders
8. The Most Important 11 Words of the AI Boom
Over the past few weeks, I’ve been writing about where we are with AI today, and where it’s going... I written about how to profit from AI. And why you can’t ignore what’s happening, even if you don’t plan on buying an AI stock. — Stephen McBride
9. The Zero Risk Rate Paradox for Investors
Today an investor can earn a 4%+ return with zero risk. For the last 15 years, such would be called a pipe dream. Today it’s reality. Consequently, investors face a risk-free rate not far from historical equity returns. This setup presents investors with options with which they are mainly unfamiliar. — Michael P. Lebowitz
10. Clients ARE Bullish on AI. Advisors Need To Understand Why
Owing to a groundswell of enthusiasm for the burgeoning investment thesis, advisors are likely fielding more client inquiries regarding artificial intelligence (AI). — Todd Shriber
11. The Biggest Risk to a Well-Designed Financial Plan in Your Later Years Could Be Your Children
One of the main concerns many of my elderly clients express to me is a need to be sure my firm and I will be there for them when they can no longer “be there” for themselves. I have had clients say, “We want you to promise that you aren’t going anywhere.” — Rick Kahler