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1. The Biggest Crash in History Is Coming
Robert Kiyosaki recently tweeted, “The best time to prepare for a crash is before the crash. The biggest crash in world history is coming. The good news is the best time to get rich is during a crash. The bad news is the next crash will be a long one.” — Lance Roberts
2. This Is Not a Market to Fear. It’s Winning Time!
I say that despite the S&P 500 having posted a 16% year-todate decline, while the Nasdaq 100 has lost a whopping 25%. Bonds, the usual alter-ego to stocks, have been anything but that, with Barclays Aggregate Index off 10% and Corporate bond index down a frightening 16%. Any type of traditional asset allocation is in double-digit negative territory. Where’s the winning in that?! — Rob Isbitts
3. The Perfect Investment Strategy for Today’s Uncertain Markets
Markets are in the red… and most year-to-date charts look terrible. The Nasdaq is down 25%…The S&P 500 has fallen 16%... And many investors are asking the same question: Should I sell everything… Or go “all in” on the bargains that are forming in many stocks? This is the wrong question. You see, most people treat investing with an all-in or all-out mentality… They’ll hold everything when markets are doing well, and look to sell it all when markets turn bad. — Stephen McBride
4. Could Bitcoin Destabilize the Dollar?
I was thinking about cryptocurrencies and the fact that most of us have heard of bitcoin and Ethereum. You may have heard of Dogecoin and Shiba Inu. Maybe you even know Cordana and Polygon. But do you know about UNI and Potcoin? Or Putincoin and Trumpcoin? What about Whoppercoin or Catcoin? — Chris Skinner
5. How Do Investors Navigate Market Volatility?
After a peaceful 2021, volatility has picked up meaningfully in 2022, with corrections across major indices. The S&P 500 is down -18% from its January 3rd peak, while a brutal sell-off in tech has sent the NASDAQ down -29% from its November 19th high. Compounding the pain in equity markets is the nearly -10% drop in U.S. aggregate bonds. — Meera Pandit
6. Winning Strategies of Elite RIAs with Mike Watson
Mike Watson is in a unique position to observe, understand and help advisors make sense of the constant evolution of client expectations and their own business models. — Axos Advisor Services
7. The Biggest Mistake Advisors Make with FinTech
The biggest mistake advisors make with Fintech is they don't leverage their FinTech properly. So Joel talked about at the last conference, how advisors only leveraged 15% of their existing tech. If they take a step back, look at what they're not using, they can better leverage what they have today. There is so much new and exciting tech in our space ... — Andree Mohr
8. Moving Captive Advisors to the Land of the Free with Danielle White
Doug and Danielle sat down at the T3 Advisor Conference and talked about the continued migration of advisors and why they decide to change firms. — Power Your Advice
9. What An Inverted Yield Curve Could Mean This Time Around
There’s a good reason why some investors feel uneasy about the shape of the U.S. Treasury yield curve these days. When some parts of it invert – as was briefly the case earlier this spring – the curve has been a reliable signal that recession may soon be on its way. — Jean-Sébastien Nadeau
10. What the Schwab - TD Merger Means for Advisors
We're very excited about the integration activity that we're doing with Ameritrade and Schwab coming together. Now, it's hard to believe we're already 18 months since when we announced legal day one, and we're working on bringing the two firms together really a broker dealer consolidation, and we shared it when we had legal day one, it was gonna be 18 to 36 months to consolidation. — Andrew Salesky
11. When “Financial Planning” Is Not Financial Planning
Whenever I surf television cable news channels, I can’t help but notice the plethora of ads for financial planning. Some of them sound compelling, even to me. I often find myself thinking, “Dang, that’s exactly what we do.” Then I notice the incongruency, because in almost every case, the ads are being run by companies that sell financial products or are owned by huge insurance companies. — Rick Kahler