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1. Where To Invest In 2024
In November 2020, following a plunge in oil prices and a steep decline in Energy stock prices, we suggested that investing in energy stocks could be the place to be in 2021. That discussion was driven by the chart below, which showed the vast underperformance of Energy stocks relative to the rest of the broad market and sectors. — Lance Roberts
2. Why We May Be Only in the Early Stages of a Banking Crisis
The first half of 2023 saw the beginning of a banking crisis that will have repercussions for years to come, which will lead to a period of consolidation within the banking industry as well as a rethink of the role of banks in the US economy. During this period of significant stress, it is important to note that there are vast differences in the quality of banks as well as diverse operating models which will result in broadly varied outcomes. These nuanced differences are not appreciated by most investors and are not reflected in stock prices, making the sector uniquely attractive to long/short equity managers. — Donald A. Steinbrugge
3. The Cash Conundrum
Many investors are tempted to pour (or keep) too much money into cash these days—and it carries a big price tag in lost opportunities. What can we do? — Matt Berger
4. 5 Ways To Promote Introductions
Do you bring noticeable value to your prospects before they even become clients? Do they thank you for meeting with them (and for your insight), even before signing on the dotted line? If so, then you’re a candidate for this method. — Bill Cates
5. Afraid of Rejection? Here’s How To Remove the Sting From Prospecting
Sales cures all ills. We’ve all heard that phrase, but as advisors, what does that mean? Our industry isn’t like others which go to great efforts to sell even more products to people who don’t need them—everyone needs to plan for their financial futures. — Matthew Jarvis
6. Bond Traders and Their Bearish Stories
“China, Japan, inflation, deficits, and QT, oh my!” – The chant of bond traders watching yields creep higher. Despite the highest yields in 15 years, some bearish bond traders think they can go much higher. In their minds, China, Japan, burgeoning fiscal deficits, inflation, and QT, present tailwinds for much higher yields. — Michael Lebowitz
7. Which Lead Generation Strategies Work for Advisors?
Not surprisingly, the biggest challenge advisors and consultants who struggle is finding qualified leads who become their clients. However, that doesn’t need to be your reality. Today, I am pulling back the curtain and showing you how to generate more leads. — Annette Bau
8. Decoding the CRE Puzzle With Amna Nawaz
In this episode, listen as Amna Nawaz, Investment Analyst in the OCIO at CrowdStreet, discusses the world of commercial real estate, uncovering mispriced opportunities, market trends, and the art of navigating a changing economic landscape. — CrowdStreet Advisors
9. How Prospective Clients Decide To Take the Advisor Leap
As advisors know, there are plenty of self-directed investors out there and not all of them are interested in becoming clients. Plenty are and that’s good news. A September 2021 survey by Broadridge of 1,000 investors with at least $10,000 in assets indicate 52% have self-directed accounts, but just half of those market participants work with advisor in some form and just a third work exclusively with a financial professional. Better news: 44% of those respondents said they’d like to start working with a registered investment advisors. — Todd Shriber
10. Energy Addiction: AI’s Next Big Challenge
There’s a big buzz around artificial intelligence (AI) and its potential to change the world. But much less has been said about its energy footprint. Companies that help solve this energy conundrum could enable a sustainable future for this burgeoning technology—and create opportunities for equity investors. — Daniel C. Roarty and Ben Ruegsegger
11. How to Double Your Money From “Oppenheimer”
Did you see Oppenheimer on the big screen? The blockbuster movie raked in over half a billion dollars at the box office. It profiles the father of atomic weapons, J. Robert Oppenheimer. And it’s now got a new generation of people thinking about “the bomb.” — Stephen McBride