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1. 3 Rules for Investing in AI
When the greatest trader of our generation makes a prediction, I listen. Steve Cohen amassed a $17.5 billion fortune by creating one of the most successful hedge funds of all time. He had enough spare cash lying around to buy The New York Mets! And Cohen said something interesting at a private conference in New York recently: “I’m making a prognostication—we’re going up.” — Stephen McBride
2. What Are Obstacles To Doing Business With HNW Individuals?
“Why can’t they just come to me?” When you seek to build a clientele of HNW individuals, you often need to cultivate them and play by their rules. Many professionals would prefer they walk through the door and ask to become your client. The only way this usually works is when you are the lowest cost provider. This was the model Wal-Mart used for years, but today, even Wal-Mart advertises. You will need to go after the people you want as clients. — Bryce Sanders
3. The End of an Era for Stocks, Warns the Fed
A recent whitepaper by the Federal Reserve warns of “significantly lower profit growth and stock returns in the future.” In his article, End of an Era: The coming long-run slowdown in corporate profit growth and stock returns, Michael Smolyansky explains how the interest rate and corporate tax rate trends for the last thirty years provided a strong tailwind for corporate profits. As a result, stocks performed better than would have otherwise been the case. — Michael Lebowitz
4. Have U.S. Equities Rallied Too Much?
The S&P 500 closed the first half of the year up nearly 17%, a sharp divergence from expectations at the beginning of 2023. This welcome but surprising rally has investors slightly uneasy, wondering if it is durable. Beneath the surface are two market dynamics: the megacap tech stocks, which account for the lion’s share of positive market performance year-to-date, and everything else. — Meera Pandit
5. The Future Impacts on Advisor Growth
Advisorpedia talked with Penny Phillips, President and Co-Founder of Journey Strategic Wealth, at the 2023 INSITE conference in Orlando, Florida. — Advisorpedia Media Group
6. Syncing up Retirement Income With Spending
What kind of retirement do you want? Perhaps you plan to spend your new-found free time exploring new places or visiting loved ones. You may have home renovation or relocation ideas. Whatever you envision, it helps to plan for protected income that matches your spending and supports your lifestyle in retirement. — Lincoln Financial Group
7. Advisors, Beware Changes for QQQ ETFs
Advisors that allocate portions of client portfolios to the Invesco QQQ (NASDAQ: QQQ) or the Invesco NASDAQ 100 ETF (NASDAQ: QQQM) know that these exchange traded funds, which both track the NASDAQ-100 Index (NDX), are heavily allocated to the technology sector. — Todd Shriber
8. Stock Risk: Does It Decline Over Time?
Does stock risk decline the longer the holding period is? It’s a great question and something I received a comment about. Blaise Pascal, a brilliant 17th-century mathematician, famously argued that if God exists, belief would lead to infinite joy in heaven, while disbelief would lead to infinite damnation in hell. But, if God doesn’t exist, belief would have a finite cost, and disbelief would only have, at best a finite benefit. — Lance Roberts
9. The Ally of Artificial Intelligence With Dr. Vinay Nair
Dr. Vinay Nair is the Founder, Chairman, and CEO of TIFIN: a platform that creates engaging wealth experiences to improve financial lives. This is all accomplished through AI and investment intelligence-driven personalization for the advised or self-directed investor. — Power Your Advice
10. How To Overcome Divisive Personalities
Differences can be divisive. Learn to understand, accept, and respect other’s Money Energy. Building relationships with people whose behavior differs from your own has proven to be a factor in achieving improved outcomes and decision-making—and reduced behavioral risks. However, the level of success you experience depends on your understanding of behavioral variances among yourself and others, and how best to manage those differences. — Hugh Massie
11. Seize the Retirement Wave and Elevate Your Advisory Game
Over the next five to seven years, most baby boomers will be retiring. This is going to be a significant window for advisors. There is no better time to be in this game than now. — Joseph Lukacs