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1. Stock Rally as Powell Sparks a Buying Frenzy
The latest FOMC meeting caused a stock rally as Jerome Powell turned more “dovish” than expected. While Powell did note that progress on inflation has been lackluster, the announcement of the reversal of “Quantitative Tightening” (QT) excited the bulls. — Lance Roberts
2. What’s Your “Hit by a Bus” Plan?
If you shift your business’s income-generating ability to not be dependent on your existing relationships or your ability to build them, it’ll have the structural flexibility it needs to evolve and adapt without you. The question is, what does that look like? — Ari Galper
3. Applying Buffett's Logic: Identifying the Next Apple
On the heels of Apple’s latest earnings report, the Wall Street Journal shared an article discussing how Apple became such an oversized investment of Warren Buffett’s company, Berkshire Hathaway. Given their success with Apple shares we think it is worth understanding the logic that drove Buffett to accumulate such a large position in Apple. — Michael Lebowitz
4. The Beginning of the End of Cancer?
Biotech company Moderna (MRNA) announced its cancer vaccine had a “positive response” in patients suffering from head and neck cancer. It’s only early stage trials, so I don’t want to jump the gun. But this has the potential to be one of the biggest breakthroughs of our lifetimes. — Stephen McBride
5. Gaining Perspective: Overcoming Fears to Connect with Prospects
When it comes to talking to strangers, the fear can be real. Here are some ways to add calming perspective and connect with ideal clients who need your help. — Paul Kingsman
6. Don’t Sell in May!
The US Federal Reserve operates with a dual mandate. Per Congress, they must pursue policies that support “stable price levels” (2% inflation), and full employment (currently estimated at 4.2%). Historically, the Fed has used interest rate policy as an accelerator and a brake on economic activity to influence the labor market and, therefore, price levels in an iterative dance. — David Waddell
7. 10 Ways To Find New Clients Through Current Clients
Everyone like growing their business through referrals as a concept. For financial advisors, it can keep your sales manager off your back. When they say: “Are you prospecting” the advisor can reply “I grow my business through referrals.” It’s extremely attractive for another reason: A satisfied client in the background does all the heavy lifting. They find the prospect, talk up the advisor and literally deliver them. What is the cost? Zero dollars. — Bryce Sanders
8. Fed Watch: Push It Back, Push It Back, Way Back
Once again, the Fed kept rates unchanged at the May FOMC meeting. As a result, the Fed Funds trading range remains in the 5.25% to 5.50% band introduced in July 2023 and still resides at a more than 20-year high-water mark. For those keeping track, this represents the sixth consecutive FOMC meeting in which policy makers decided to take no action on the rate front. — Kevin Flanagan
9. Data-Driven Decisions: Key Insights from Hamilton Lane's Market Overview with Jackie Rantanen
The shift in the investment landscape with alternatives gaining prominence due to shrinking public markets and increasing opportunities in private markets, leading to a need for exposure and diversification. — Power Your Advice
10. Beyond 60/40: Structured Investments, Options Market, and Morningstar Strategic Relationship
Anastasia Amoroso, iCapital Chief Investment Strategist, discusses growth factors in the semiconductor space.
11. Which Overseas Markets Are Particularly Attractive?
After a strong five months, equity markets are experiencing a correction so far in April. As the most talked about and invested companies (the “Magnificent 7”) prove to not be invincible, investors are considering what other opportunities exist. International equities deserve a second look, especially those in Asia, as attractive macro and microeconomic developments are unfolding. — Gabriela Santos