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1. Bullish Years Often Have Corrections
In bullish years, markets often have corrections. Yet, after a lengthy bullish run, it always surprises me how quickly investors and the media panic with the slightest hint of a market pullback. — Lance Roberts
2. The Mirage of the Million-Dollar Dream
You dream in numbers, and it’s a five-year vision that spells out, “I want to earn $1M dollars.” Yet the question remains – are you willing to do the work that it takes for that sum or just wish for it to materialize out of thin air? — Micah Shilanski
3. Advisors in These States Should Pay Attention to Client Distress
Employment data is one of the notable exceptions, but when it comes to most widely followed economic data points, reports are delivered in aggregate national fashion. — Todd Shriber
4. What Are the Potential Implications of the U.S. Election for Emerging Markets?
Emerging Market (EM) equities are up 8% year to date, fueled by a rebound in Chinese stocks and structural narratives in Taiwan, India, and Korea. With the U.S. election approaching, potential U.S. policy changes are a key concern for global investors. After most U.S. elections, the MSCI EM Index has had positive performance in the 100 days following. This is because markets don’t like uncertainty, and elections almost always reduce it. However, while EM equities typically don’t react negatively to U.S. elections, they may respond more to policy changes over the longer term. — Mary Park Durham
5. Key Factors for Financial Advisors in Choosing a Fee Structure
Among the more critical decisions a financial advisor must make is choosing their fee structure—what to charge clients and how to charge them. After all, the fee structure sets the tone for how clients perceive the value they receive from your services. — Don Connelly
6. Launching and Maintaining a Structured Investments Business
The wealth management landscape is witnessing a growing demand for sophisticated investment products that offer both potential upside returns and enhanced yield opportunities, along with downside protection. Structured investments have emerged as a viable solution to meet these demands, offering investors exposure to a wide array of underlying assets such as indices, ETFs, stocks, currencies, and commodities, while also potentially enhancing upside returns and/or mitigating downside risks through various product features. Moreover, structured investments provide the opportunity for wealth management firms to expand their product offerings and to allow their advisors and clients to customize investments, define outcomes, and express their market views. — Andrew Kuefler
7. How To Differentiate Yourself Against Other Advisors
When someone asks you “what makes you different from other advisors?”, how do you answer that question? Sure, you’re believe and know for a fact, you’re different in how you think and work. But at the end of the day, from your prospect’s point of view, an advisor is an advisor, now that the advisory profession has been commoditized. — Ari Galper
8. Potential Market Impact of the Presidential Election
The first five months of election years have historically had lower average returns and higher volatility. However, regardless of outcome, markets tended to bounce back and return to an upward trajectory following both primaries and election days, when uncertainty is lifted. Despite the short-term volatility election years often bring, for long-term investors, the political party that wins the White House has had little impact on returns. — Capital Group
9. The Mismanagement of Corporate Profits
In this episode, hosts Lindsey Bell and Bob Lang dive into a range of topics including the ongoing Olympic Games, market volatility, and consumer spending trends. The hosts also scrutinize the economic data and upcoming events like the jobs report, providing insights into what these trends mean for investors. — What Does It Mean?
10. Two Big Questions Before You Fire a Client
I encourage you to try this: fire a client. It is liberating, and it moves your thinking and sense of self worth onto a different professional plane. Pretty much everyone who has been in professional practice for more than a year has at least one or two clients who are just a wrong fit. They might be good human beings, and nice with children and small animals and all that, but they are just a wrong fit for your business relationship. — Tony Vidler
11. How 2024’s Election Could Reshape Your Portfolio
President Joe Biden’s withdrawal and endorsement of Vice President Kamala Harris has sent shockwaves through the political establishment, and while former President Donald Trump remains the frontrunner, the wind has certainly shifted in Harris’s favor. She’s managed to secure a majority of Democratic delegates, and she now has the endorsement of all top party leaders, including Barack Obama. — Frank Holmes