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S&P 500 Pulls Back from All-Time High: Temporary Correction or Trend Reversal?

3 Realistic Strategies That Can Add $100,000 of Revenue to Advisors’ Businesses

Manufacturing Recovery Met With Fiery Price Pressures

Market Corrections Matter More Than You Think

Apr 03, 2024 by Lance Roberts

There is little to be concerned about as 38% of the time, the market is cranking out greater than 20% returns versus just 6% of 20%. #markets

Using Behavioral Science To Boost Client Satisfaction

Apr 03, 2024 by Todd Shriber

To the advisory business, it’s not about ensuring the customer is always right as much it is making sure they’re always satisfied. #CX #advisor

A Non-Traditional Approach To Generating Yield

Apr 03, 2024 by iCapital

As investors continue to look for fixed income alternatives, callable market linked income notes offer one way to pursue yield. #investing

Corporate Credit: Chipping Away at the Maturity Wall

Apr 03, 2024 by Guest Contributor

High yield firms have been successfully pushing back their shorter maturities as speculative-grade loan issuance skyrockets. #markets

Helping Clients Navigate Asset-Backed Lending Options

Apr 03, 2024 by Todd Shriber

Clients need cash and in some instances, they don’t want to sell securities to get that capital or pursue traditional borrowing avenues. #growth

Strategies for Elite Financial Advisors to Achieve 15% Growth Annually

Apr 03, 2024 by Grant Hicks

You have to segment your clients and know how many hours you're going to spend with your existing practice. #time #business #growth

The Economics of Filmmaking with Harris Goldberg

Apr 03, 2024 by Laurence Kotlikoff

We have a master filmmaker, Harris Goldberg, to discuss the his career, his writing process, the industry, and the industry's evolution. #views

The Importance of Personal Connections: Strategies for Building Them

Apr 03, 2024 by The Perfect RIA

Caught up in the day-to-day processes of their practices and forget that they significantly impact their client’s lives in many ways #growth #advisor

Why You Should Unlock Your Portfolio’s Potential

Apr 02, 2024 by Jerry Goodman

Turns the spotlight on maximizing your investment performance, blending expert advice with practical strategies. #investing

Inflation’s Grip on Home Improvement: How Rising Costs Are Reshaping Renovation Plans

Apr 02, 2024 by Guest Contributor

Inflation, the diligent ascent in the general value level of labor and products, has been a huge worry for people and ventures the same. #inflation

Safeguarding Your Wealth Against Cybercrime With Retired FBI Special Agent Jeff Lanza

Apr 02, 2024 by Danielle Howard

Dive into the critical and ever-evolving topic of cybercrime, which has become increasingly significant in our digital world. #cybercrime

Exposing Fraud in the Generic Drug Industry

Apr 02, 2024 by John and Alex Soutsos

Learn how a 10-year investigation of the global generic drug industry exposed how many companies misled regulators to obtain approvals #medicine

LinkedIn vs X: Which Is Best?

Apr 02, 2024 by Paul Taylor

Many folk are coming out enthusiastically to bat for something so unremarkable as LinkedIn, at the same time as hating on Twitter. #Twitter #X #LinkedIn

2% Inflation Is Still in Sight

Apr 02, 2024 by Guest Contributor

Energy prices rose 2.3% month-on-month, contributing 0.15% to the monthly rise in CPI, with gasoline prices the main driver. #inflation

Building Transparency and Trust in AI Fintech

Apr 02, 2024 by Bill Hortz

In-depth knowledge and experiences on his continuing journey of applying AI in financial services for sustained growth and ROI. #Fintech #AI

Fed Heads Follow Rebounding Manufacturing and Inflation Data

Apr 02, 2024 by Christopher Versace

Equity futures point to a lower market open later this morning, while the 10-year Treasury yield and oil prices continue to move higher.

An Effective Way To Guard Against Inflation

Apr 02, 2024 by Guest Contributor

What was a better inflation hedge? Short-term TIPS or TIPS with a maturity of less than five years. #inflation #tips #investing

How Can You Help Clients Reduce Everyday Expenses?

Apr 02, 2024 by Bryce Sanders

Your clients may be feeling the squeeze, and you want to help them. Let us look at ten ways you can make this happen. #advisors #growth

How Bitcoin Halving Might or Might Not Affect ETF Holders

Apr 02, 2024 by Todd Shriber

Cryptocurrency investors know that some of the largest digital currency’s 2024 bullishness is also being generated by the quadrennial halving #crypto

An Advisor’s Most Important Investment

Apr 02, 2024 by Joseph Lukacs

Why it is critically important to reinvest in yourself and why your commitment to self-development is crucial to your success. #growth #advisors

The Tradeoff Between Risk & Return

Apr 02, 2024 by Hamilton Lane

Risk versus return: a constant tradeoff that investors look to while determining allocation percents. #risk #return #investing

Fixed-Income Outlook: Seeing the Forest Beyond the Trees

Apr 02, 2024 by Alliance Bernstein

Bond investors who are overly focused on individual data points may lose sight of the bigger opportunity picture. #income

Has the G20 Agreed to Launch a Global CBDC?

Apr 02, 2024 by Chris Skinner

he central banks are worried about the increasing dominance of bitcoin in the wider world and want their own CBDCs to be dominant. #crypto

Maximizing Annuities with Tax-Efficient Withdrawal Strategies

Apr 02, 2024 by Ryan Poterack

Traditionally accepted percentage of 4% for withdrawal rates has been impacted by fluctuating interest rates and market conditions over the years.

Advisor Growth Requires Leadership More Than Management

Apr 02, 2024 by Tony Vidler

Frequent thing I see that prevents great practice growth and holds advisers back from developing their dream business is a lack of vision #growth #advisors

Embracing Renewal: Spring's Awakening

Apr 01, 2024 by Ayelet Baron

Spring awakens as a a time of growth and vitality as nature bursts into life. Is this an opportunity to awaken from a long sleep or simply flow?

The Unwritten Rules of the Financial Road

Apr 01, 2024 by Jason Coddington

Jason effortlessly connects societal norms to essential financial principles, making complex concepts easy to understand and apply.

Reports of Ukraine’s Demise Are Exaggerated

Apr 01, 2024 by Greg Valliere

Most Europeans have realized the danger is so great, they cannot stop supporting Ukraine. Most members of Congress understand the implications as well

How To Handle a Forced Early Retirement

Apr 01, 2024 by Chad Smith

Options you should consider if you get laid off and how they fit in with your financial plan, your tax plan, and your investment plan. #NCRetirementCenter

The Two Biggest Threats to Your Finances

Apr 01, 2024 by James E. Wilson

There are countless ways to run into trouble with your financial life, the combination of overconfidence and inattention can be toxic.

You Can’t Do What You’ve Always Done ... Anymore

Apr 01, 2024 by Shep Hyken

What any good business would do, and that’s changing to keep up with customers’ ever-changing habits and expectations. #CX #advisors

Navigating Ambiguous Expectations and Unclear Norms in the Workplace

Apr 01, 2024 by Karin Hurt

If it feels like you never received your company-issued secret decoder ring, you’re likely dealing with unclear expectations. #inclusion

Fidelity Could Levy Fees on Buyers of Select Small ETFs

Apr 01, 2024 by Todd Shriber

It’s rumored the company could soon charge fees on select exchange traded funds issued by a small cadre of issuers.#ETF #advisors

Investors Eye Commodities as Fed Prepares to Pivot on Interest Rates

Apr 01, 2024 by Frank Holmes

Diversify their portfolios and potentially capitalize on these market dynamics, I believe commodities may offer compelling opportunities. #investing

Wealth Gap and the Road to Serfdom

Apr 01, 2024 by Lance Roberts

Despite two of the largest bull markets in history since 1980, most Americans struggle with making ends meet and are unprepared for retirement.

Demystifying Initial Benefit Statements and Their Practical Application

Apr 01, 2024 by Don Connelly

The IBS, is what you say to open your presentation. It explains why your listener should be interested in what you have to say. #growth #advisors

Through Innovation and Simplicity, New Strategies Bring Positive Returns in Down Markets with David Wood

Apr 01, 2024 by Lincoln Financial Group

Differentiation from competitors through innovation, simplicity, predictability, diverse allocation strategies, and commitment to clients.

Would Fed Rate Cuts Benefit Emerging Market Equities?

Apr 01, 2024 by J.P. Morgan Asset Management

Since 1988, EM equities have delivered positive performance 24 months after the last Fed rate hike in four of the past five Fed rate cycles. #EM

Is It Time for Your Aging Parent to Downsize from the Family Home?

Apr 01, 2024 by Carolyn Rosenblatt

The battle goes on with aging parents who are living alone or without family nearby and their adult children. #home #retirement

Why Broader May Be Better For Equity Markets

Apr 01, 2024 by Guest Contributor

The S&P 500 Index is trading at all-time highs again, but not every stock listed is participating in the rally to the same extent.

How Does Global “Friend-Shoring” Affect Chinese Manufacturers?

Apr 01, 2024 by Alliance Bernstein

Many are moving manufacturing closer to home or to regions that are less likely to become entangled in disruptive geopolitical conflicts. #China

How Advisors Can Help Clients Navigate the Windfall Elimination Provision

Apr 01, 2024 by Todd Shriber

Advisors also know that such clients often receive defined benefit pensions, often generous in scope, upon retirement. #retirement

11 Most Read Articles of the Week

Mar 31, 2024 by Douglas Heikkinen

11 Most Read Articles of the Week #financialadvisors #wealthmanagement #investing #money #wealth #finance

Simplify Decision-Making: Crafting and Employing Your Personal Decision Tree

Mar 30, 2024 by Suzi McAlpine

Any time an opportunity for business comes my way, and before I accept any invitation for work, I have to test it via this Tree. #advisors #business

Christopher Waller the Fed’s Biggest Hawk Is Turning Dovish

Mar 30, 2024 by Michael P. Lebowitz

To appreciate the Fed’s change in stance, let’s consider the dovish comments from the Fed’s most hawkish member, Christopher Waller.

Major Budget Reform Must Accommodate Legislators’ Need To Give Away Money

Mar 30, 2024 by Guest Contributor

For any such effort to succeed, it is essential to factor in the psychological factors that drive legislators #reform #views

Is A.I. Helping the Fed Towards a “Soft Landing”?

Mar 30, 2024 by David B. Armstrong

Productivity gains like this will be a key driver in helping boost our economic growth into the future. A more efficient and productive economy.

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