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1. Wealth Effect Increases and Recession Risks
What is the “wealth effect,” and why is it important? It is a great question and reminded me of “A Funny Thing Happened on the Way to the Colosseum.“ The hysterical play by Craig Sodaro features a naive Swiss farmer heading for Rome. His dream is to become a stand-up comedian. Little does he know what adventures are in store for him. Stumbling into the house of General Spurius Sillius in search of food, he’s mistaken for the dreaded gladiator, Terribilus, due to fight in the Colosseum the next day. Simplcuss must figure out how to save himself. He overhears the General’s wife, Drusilla, and Senator Publius Piscious plotting to kill the Emperor’s daughter and the Emperor himself! — Lance Roberts
2. Multi-Asset Income Investing in a 2024 Slowdown
Coming into 2023, many economists and market observers set their base cases to a global recession in the second half of the year. In their view, rapidly tightening monetary policy across nearly all central banks would translate into tighter financial conditions and slower growth in the real economy. — Karen Watkin and Edward Williams
3. When Firing a Client Is in Both Your Best Interests
We’ve posted several times on the topic of conflicts of interest created by financial advisors when their objectivity may be compromised, and their interests are not necessarily aligned with their client’s best interests. We talked about the harm it can cause to the advisory relationship. Financial advisors caught up in ethical dilemmas, whether intentional or not, must be ready to take corrective action to save the relationship and keep the trust of their clients. — Don Connelly
4. 5 Bitcoin and Digital Asset Predictions for 2024
Like the market in general, Bitcoin has notched a strong ending to 2023 after trading rangebound for most of the year. If today were the last day of 2023, the king of digital assets would have returned almost 155%, marking the best year since 2020, when it rose a phenomenal 305%. — Frank Holmes
5. What Is the Market Outlook for 2024?
With 2023 nearly in the rear-view mirror, many investors may be fatigued from what has been a tumultuous, largely unpredictable year. In many ways, 2023 can be used as evidence that asset allocators must learn to “expect the unexpected”: the U.S. economy avoided a recession, the Federal Reserve pushed interest rates higher, growth equity continued to outperform relative to value and the international recovery was largely lackluster. — Jack Manley
6. How Can Alternative Assets Drive Portfolio Outcomes in 2024?
The macro landscape has shifted dramatically over the last three years, and in 2024 uncertainty lingers as to whether the economy will experience resilience or recession. However, despite the constantly evolving macro backdrop, investors are consistently seeking the same outcomes in portfolios: alpha, income, and diversification. Although the traditional 60/40 portfolio staged an impressive comeback in 2023, investors may find opportunities to supplement those outcomes in alternative assets. — Meera Pandit
7. Top 4 Global Market Risks for 2024
Investors are facing a myriad of uncertainties that pose substantial risks to the stability and performance of global markets – but as ever where there are risks there are also significant opportunities. — George Prior
8. Shaping Legacies: Charitable Planning and Family Philanthropy Dynamics with Sam Kang
Sam Kang is the President of Schwab Charitable, an independent 501(c)(3) non-profit organization established to make charitable giving simpler and more tax-efficient for individuals and their financial advisors. In this philanthropy-focused episode, we unravel the latest giving trends, delve into the intricacies of family charitable planning, and gain valuable insights from industry leader Sam Kang to inspire and inform your own impactful giving journey. — Schwab Charitable
9. 5 Reasons To Consider Fixed Income in 2024
Cash typically beats fixed income when rates rise; that’s no surprise. Historically, when central banks raise short-dated rates, longer-dated fixed income gets hit, while cash yields rise. But once rates are done rising, fixed income generally reigns supreme (Figure 1). The curve tends to renormalize and locking in higher rates for longer has historically been the dominant strategy for many investors. We are at this transition now. In our view the Fed is done hiking, or at most has one hike left. We believe it’s the ideal time to move out the curve. — Insight Investment
10. If We See Stock Market Mean Reversion, Heads Will Spin
When you do this for a while, there are years that really stick in your head when it comes to the notable and quotable dates of stock market lore. The years 1999 and 2000 are among them, for reasons of the end of the dot-com bubble. Keep those two specific years in mind as we look at four charts. — Jeff Weniger
11. Ending Prospects Search for Their Great Financial Advisor
One key question will show prospects you’re serious about financial planning and demonstrate they don’t need to search for a great financial advisor any longer. — Paul Kingsman