Markets Yesterday Was Supposed To Be a Reversal, Right? Trade Tensions Take Their Toll S&P 500 Indicates A Bear Market. Or Does It? Considerations for Transitioning to Liability-Driven Investing LDI is primarily a risk management pursuit, in a departure from a traditional total return mindset when investing in plan assets. #investing Negative Interest Rates: Who Will Blink First – The Fed or The Market? Supporters of negative rates argue negative rates could boost demand, raise employment, and save firms from default. #interestrates How Financial Advisors Can Build an Elite Practice If you want to push beyond individual greatness and create a legacy in the business then you need to master one of 3 things. #financialadvisors Sales Skills Every Financial Advisor Can Master Almost 75% of buying happens before you meet. Improve your sales process to improve your outcomes. #financialadvisors #sales #success How Do You Forecast When the Typical Forecasting Tools Are Of Little Use? Every crisis brings about its scars but also its lessons. The trend towards deglobalization may materially accelerate. #economy #lessons A Crisis Test: Value vs Growth, Active vs Passive, Small Cap vs Large! It is still possible that the shifts in investor behavior and corporate performance could benefit small companies in the future. #stockmarket The Impact of Being out of the Market Loss aversion can lead individuals to take control and sell equities after a market drawdown to avoid additional losses. #investing #stocks Technically Speaking: The One Thing Playing The “Bear Market” Rally This is how “bear market rallies” lure investors back in just before they are mauled again in. #investing #stockmarket #stocks Just Who Would Trust Yesterday’s Stock Upswing? Despite the bullish finish to yesterday’s trading, the buyers don’t appear to be as strong as they project themselves to be. #stockmarket How Breadth And Trend Can Signal A Move Back to A Bull Market Should we see further upside in price along with participation of individual stocks, this bear market may in fact be over. #stockmarket #financialadvisors Why the Coronavirus Recession Cannot Be a Costless Event Even if the recovery were to be perfectly V-shaped, the coronavirus recession cannot be a costless event. #economy #sotckmarket What a Re-Opening of the Economy Might Look Like This is all new territory, and that makes forecasts of everything from oil prices to consumer spending more uncertain than ever. #economy Were Stocks Rejected at Resistance for Good? Despite the stock bulls being again rejected at the 61.8% Fibonacci retracement, the bullish case isn’t yet lost. #economy #stockmarket How Rekindled Trade Tensions Impact the Investment Outlook It is unlikely the Trump administration would willingly unleash a new trade war that would crimp an economic recovery. #economy Do Investors Prefer a Male Advisor? Eighty-eight percent responded that they do not care about the advisor’s gender in determining who to work with. #financialadvisors Professional Service: There's Extra Money Going the Extra Mile Often professionals forget how valuable the service bit is in a “professional service” business. #financialadvisors #service #success Are Rallying Stock Markets out of Step With Economic Reality? The optimistic stock markets seem at odds with the grim economic data. They may be being overly confident, even complacent. Do Healthcare Stocks Protect Portfolios in a Pandemic? The healthcare sector has been a reliable safe haven during even the most challenging markets. #investing #stockmarket The “Savings Mirage” Won’t Save The Economy For those hoping savings will save the economy, they are likely to disappointed when the mirage fades into dust. #economy What’s Worth $2.2 Billion? Over $2.2 billion was spent last year in the US alone on mediums and psychics. #financialadvisors #future #planning Why Buffett Was Wrong to Dump Airlines Buffett’s decision to exit airlines seems to have stemmed directly from the coronavirus lockdown and its impact on the travel industry. Will Gold Decline As Economies Gradually Reopen? Although the price of gold could drop in the short-term, there is still room for further upward move later this year. #gold Economy, Unemployment: What Does It All Mean for the Gold Market? the yellow metal gained almost 6 percent in April, marking the best month in four years Much To Our Delight, Oil Keeps Rising Crude oil has just broken above the declining resistance line and it managed to do so despite quite a few bearish factors. #oil #investment Is Buying Stocks Still the Answer? Buying stock in companies that are still profitable despite the Covid-19 recession looks pretty attractive. #stockmarket #financialadvisors If the Bear Market is Over, Why Are Commodities and Transports Underperforming? Transport stocks should still anticipate a bottoming of economic activity by outperforming the broad market. #stockmarket #financialadvisors Peak 1Q Earnings Season This Week: Communication Services in the Crosshairs This week moves into peak 1Q earnings season with 110 large-cap S&P 500 companiesreporting their financial result for 1Q20. Why The 1930s Continues To Be A Bear Market Track To Follow Markets moves are based on decisions made by humans. We can’t ignore parallels to past periods in economic and market history. ESG Principles Don’t Equal Short-Term Success but They Are Essential to Thrive Effectively managing future risks and opportunities empowers companies, offering downside protection and creating future stakeholder value. #ESG How to Invest in Equities When Guidance Disappears Equity investors should focus fundamental research on a wider range of outcomes. #equities #financialadvisors #investing Have The Equity Generals Come Under Fire? The importance in evaluating the market’s leadership as a clue into the health of the bullish trend. #stockmarket #financialadvisors Low Real Interest Rates, Rising Money Supply the Effect on Gold Low real interest rates and rising money supply, more and more investors are likely to add some gold into their portfolios. How To Interpret The S&P 500 Rally Narrow bear market rallies like this one, while they happen and go on longer than most think they will, are still bear market rallies. Is Now the Time to Invest in Small Cap Stocks? Investors should focus on three key relative metrics: sector weights, earnings potential and financial health. #financialadvisors MacroView: The Fed Is Permanently Stuck At Zero Supporting economic growth through increasing levels of debt only makes sense if growth at all cost benefits all citizens. 10 Questions Every Business Owner Should Be Asking Learn what steps you can take to make sure you are taking a good look at your business and succession planning! #business #success The 'Sell in May' Adage Sounds About Right US stocks could see a decent pullback here, but a retest of the March 23rd low seems unlikely. #stockmarket #financialadvisors The Ideas That Bog Us Down the Most Financial Advisors need to put the blinders on and stay focused on what it is they need to get done. #financialadvisors These 10 U.S. States Are Best Prepared for a Deep Recession Here are the top 10 states that were best prepared for a deep recession at the end of 2019. #recession #states #economy #financialadvisors Behavioral Economics and the Role of Liquid Alternatives The period of fear, uncertainty and stomach-churning volatility we’re currently living through will eventually end. #stockmarket Massive Dislocations in the Fixed Income Marketplace Creates Opportunities for Top Hedge Funds As investors look to select the appropriate strategy and manager to take advantage of the current dislocations in the fixed income markets. Locking Down the Precious Metals Landscape Once silver moves to $8 or below it, it will likely serve as a strong buy sign for gold. #gold #silver #metals #financialadvisors Given All the Bad News, What's up With the Stock Market? Given all the bad news, the stock market performed reasonably well, with the S&P 500 slipping 1.32% and the Russell 2000 gaining 0.32%. Managing Risk Models in the Coronavirus Crisis The spread of the COVID-19 has blindsided conventional risk models, which has become much more sophisticated following the financial crisis. Physical Gold Is Glittering, but Don’t Overlook Gold Mining Stocks Analysts at Bank of America now see the gold touching $3,000 within the next 18 months. #financialadvisors #gold #wealth #investments Despite McConnell Comments, No State Bankruptcy Proposal Expected Any state leaders who want direct federal assistance for state pensions should expect to be disappointed. #states #bankruptcy What Does Post-COVID Leverage Mean for Investing? Many investors are already considering what the world will look like after COVID-19. What are the possible economic scars? Trending The Power of Holistic Financial Planning Real Estate Investing in the Age of Covid-19 Trade Tensions Take Their Toll What Are Clients Interested in Learning About Right Now? Visa’s Fast Track Program Taps Into $185 Trillion Market Do Buffer ETFs Belong in Your Portfolio? ESG Funds Remain Relative Safe Havens in Coronavirus Downturn Have The Rules of Financial Planning Changed Forever? Investor Confidence Nudges Upward COVID-19’s Continued Impact on the U.S. Economy: Our Predictions 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41
Considerations for Transitioning to Liability-Driven Investing LDI is primarily a risk management pursuit, in a departure from a traditional total return mindset when investing in plan assets. #investing
Considerations for Transitioning to Liability-Driven Investing LDI is primarily a risk management pursuit, in a departure from a traditional total return mindset when investing in plan assets. #investing
Negative Interest Rates: Who Will Blink First – The Fed or The Market? Supporters of negative rates argue negative rates could boost demand, raise employment, and save firms from default. #interestrates
Negative Interest Rates: Who Will Blink First – The Fed or The Market? Supporters of negative rates argue negative rates could boost demand, raise employment, and save firms from default. #interestrates
How Financial Advisors Can Build an Elite Practice If you want to push beyond individual greatness and create a legacy in the business then you need to master one of 3 things. #financialadvisors
How Financial Advisors Can Build an Elite Practice If you want to push beyond individual greatness and create a legacy in the business then you need to master one of 3 things. #financialadvisors
Sales Skills Every Financial Advisor Can Master Almost 75% of buying happens before you meet. Improve your sales process to improve your outcomes. #financialadvisors #sales #success
Sales Skills Every Financial Advisor Can Master Almost 75% of buying happens before you meet. Improve your sales process to improve your outcomes. #financialadvisors #sales #success
How Do You Forecast When the Typical Forecasting Tools Are Of Little Use? Every crisis brings about its scars but also its lessons. The trend towards deglobalization may materially accelerate. #economy #lessons
How Do You Forecast When the Typical Forecasting Tools Are Of Little Use? Every crisis brings about its scars but also its lessons. The trend towards deglobalization may materially accelerate. #economy #lessons
A Crisis Test: Value vs Growth, Active vs Passive, Small Cap vs Large! It is still possible that the shifts in investor behavior and corporate performance could benefit small companies in the future. #stockmarket
A Crisis Test: Value vs Growth, Active vs Passive, Small Cap vs Large! It is still possible that the shifts in investor behavior and corporate performance could benefit small companies in the future. #stockmarket
The Impact of Being out of the Market Loss aversion can lead individuals to take control and sell equities after a market drawdown to avoid additional losses. #investing #stocks
The Impact of Being out of the Market Loss aversion can lead individuals to take control and sell equities after a market drawdown to avoid additional losses. #investing #stocks
Technically Speaking: The One Thing Playing The “Bear Market” Rally This is how “bear market rallies” lure investors back in just before they are mauled again in. #investing #stockmarket #stocks
Technically Speaking: The One Thing Playing The “Bear Market” Rally This is how “bear market rallies” lure investors back in just before they are mauled again in. #investing #stockmarket #stocks
Just Who Would Trust Yesterday’s Stock Upswing? Despite the bullish finish to yesterday’s trading, the buyers don’t appear to be as strong as they project themselves to be. #stockmarket
Just Who Would Trust Yesterday’s Stock Upswing? Despite the bullish finish to yesterday’s trading, the buyers don’t appear to be as strong as they project themselves to be. #stockmarket
How Breadth And Trend Can Signal A Move Back to A Bull Market Should we see further upside in price along with participation of individual stocks, this bear market may in fact be over. #stockmarket #financialadvisors
How Breadth And Trend Can Signal A Move Back to A Bull Market Should we see further upside in price along with participation of individual stocks, this bear market may in fact be over. #stockmarket #financialadvisors
Why the Coronavirus Recession Cannot Be a Costless Event Even if the recovery were to be perfectly V-shaped, the coronavirus recession cannot be a costless event. #economy #sotckmarket
Why the Coronavirus Recession Cannot Be a Costless Event Even if the recovery were to be perfectly V-shaped, the coronavirus recession cannot be a costless event. #economy #sotckmarket
What a Re-Opening of the Economy Might Look Like This is all new territory, and that makes forecasts of everything from oil prices to consumer spending more uncertain than ever. #economy
What a Re-Opening of the Economy Might Look Like This is all new territory, and that makes forecasts of everything from oil prices to consumer spending more uncertain than ever. #economy
Were Stocks Rejected at Resistance for Good? Despite the stock bulls being again rejected at the 61.8% Fibonacci retracement, the bullish case isn’t yet lost. #economy #stockmarket
Were Stocks Rejected at Resistance for Good? Despite the stock bulls being again rejected at the 61.8% Fibonacci retracement, the bullish case isn’t yet lost. #economy #stockmarket
How Rekindled Trade Tensions Impact the Investment Outlook It is unlikely the Trump administration would willingly unleash a new trade war that would crimp an economic recovery. #economy
How Rekindled Trade Tensions Impact the Investment Outlook It is unlikely the Trump administration would willingly unleash a new trade war that would crimp an economic recovery. #economy
Do Investors Prefer a Male Advisor? Eighty-eight percent responded that they do not care about the advisor’s gender in determining who to work with. #financialadvisors
Do Investors Prefer a Male Advisor? Eighty-eight percent responded that they do not care about the advisor’s gender in determining who to work with. #financialadvisors
Professional Service: There's Extra Money Going the Extra Mile Often professionals forget how valuable the service bit is in a “professional service” business. #financialadvisors #service #success
Professional Service: There's Extra Money Going the Extra Mile Often professionals forget how valuable the service bit is in a “professional service” business. #financialadvisors #service #success
Are Rallying Stock Markets out of Step With Economic Reality? The optimistic stock markets seem at odds with the grim economic data. They may be being overly confident, even complacent.
Are Rallying Stock Markets out of Step With Economic Reality? The optimistic stock markets seem at odds with the grim economic data. They may be being overly confident, even complacent.
Do Healthcare Stocks Protect Portfolios in a Pandemic? The healthcare sector has been a reliable safe haven during even the most challenging markets. #investing #stockmarket
Do Healthcare Stocks Protect Portfolios in a Pandemic? The healthcare sector has been a reliable safe haven during even the most challenging markets. #investing #stockmarket
The “Savings Mirage” Won’t Save The Economy For those hoping savings will save the economy, they are likely to disappointed when the mirage fades into dust. #economy
The “Savings Mirage” Won’t Save The Economy For those hoping savings will save the economy, they are likely to disappointed when the mirage fades into dust. #economy
What’s Worth $2.2 Billion? Over $2.2 billion was spent last year in the US alone on mediums and psychics. #financialadvisors #future #planning
What’s Worth $2.2 Billion? Over $2.2 billion was spent last year in the US alone on mediums and psychics. #financialadvisors #future #planning
Why Buffett Was Wrong to Dump Airlines Buffett’s decision to exit airlines seems to have stemmed directly from the coronavirus lockdown and its impact on the travel industry.
Why Buffett Was Wrong to Dump Airlines Buffett’s decision to exit airlines seems to have stemmed directly from the coronavirus lockdown and its impact on the travel industry.
Will Gold Decline As Economies Gradually Reopen? Although the price of gold could drop in the short-term, there is still room for further upward move later this year. #gold
Will Gold Decline As Economies Gradually Reopen? Although the price of gold could drop in the short-term, there is still room for further upward move later this year. #gold
Economy, Unemployment: What Does It All Mean for the Gold Market? the yellow metal gained almost 6 percent in April, marking the best month in four years
Economy, Unemployment: What Does It All Mean for the Gold Market? the yellow metal gained almost 6 percent in April, marking the best month in four years
Much To Our Delight, Oil Keeps Rising Crude oil has just broken above the declining resistance line and it managed to do so despite quite a few bearish factors. #oil #investment
Much To Our Delight, Oil Keeps Rising Crude oil has just broken above the declining resistance line and it managed to do so despite quite a few bearish factors. #oil #investment
Is Buying Stocks Still the Answer? Buying stock in companies that are still profitable despite the Covid-19 recession looks pretty attractive. #stockmarket #financialadvisors
Is Buying Stocks Still the Answer? Buying stock in companies that are still profitable despite the Covid-19 recession looks pretty attractive. #stockmarket #financialadvisors
If the Bear Market is Over, Why Are Commodities and Transports Underperforming? Transport stocks should still anticipate a bottoming of economic activity by outperforming the broad market. #stockmarket #financialadvisors
If the Bear Market is Over, Why Are Commodities and Transports Underperforming? Transport stocks should still anticipate a bottoming of economic activity by outperforming the broad market. #stockmarket #financialadvisors
Peak 1Q Earnings Season This Week: Communication Services in the Crosshairs This week moves into peak 1Q earnings season with 110 large-cap S&P 500 companiesreporting their financial result for 1Q20.
Peak 1Q Earnings Season This Week: Communication Services in the Crosshairs This week moves into peak 1Q earnings season with 110 large-cap S&P 500 companiesreporting their financial result for 1Q20.
Why The 1930s Continues To Be A Bear Market Track To Follow Markets moves are based on decisions made by humans. We can’t ignore parallels to past periods in economic and market history.
Why The 1930s Continues To Be A Bear Market Track To Follow Markets moves are based on decisions made by humans. We can’t ignore parallels to past periods in economic and market history.
ESG Principles Don’t Equal Short-Term Success but They Are Essential to Thrive Effectively managing future risks and opportunities empowers companies, offering downside protection and creating future stakeholder value. #ESG
ESG Principles Don’t Equal Short-Term Success but They Are Essential to Thrive Effectively managing future risks and opportunities empowers companies, offering downside protection and creating future stakeholder value. #ESG
How to Invest in Equities When Guidance Disappears Equity investors should focus fundamental research on a wider range of outcomes. #equities #financialadvisors #investing
How to Invest in Equities When Guidance Disappears Equity investors should focus fundamental research on a wider range of outcomes. #equities #financialadvisors #investing
Have The Equity Generals Come Under Fire? The importance in evaluating the market’s leadership as a clue into the health of the bullish trend. #stockmarket #financialadvisors
Have The Equity Generals Come Under Fire? The importance in evaluating the market’s leadership as a clue into the health of the bullish trend. #stockmarket #financialadvisors
Low Real Interest Rates, Rising Money Supply the Effect on Gold Low real interest rates and rising money supply, more and more investors are likely to add some gold into their portfolios.
Low Real Interest Rates, Rising Money Supply the Effect on Gold Low real interest rates and rising money supply, more and more investors are likely to add some gold into their portfolios.
How To Interpret The S&P 500 Rally Narrow bear market rallies like this one, while they happen and go on longer than most think they will, are still bear market rallies.
How To Interpret The S&P 500 Rally Narrow bear market rallies like this one, while they happen and go on longer than most think they will, are still bear market rallies.
Is Now the Time to Invest in Small Cap Stocks? Investors should focus on three key relative metrics: sector weights, earnings potential and financial health. #financialadvisors
Is Now the Time to Invest in Small Cap Stocks? Investors should focus on three key relative metrics: sector weights, earnings potential and financial health. #financialadvisors
MacroView: The Fed Is Permanently Stuck At Zero Supporting economic growth through increasing levels of debt only makes sense if growth at all cost benefits all citizens.
MacroView: The Fed Is Permanently Stuck At Zero Supporting economic growth through increasing levels of debt only makes sense if growth at all cost benefits all citizens.
10 Questions Every Business Owner Should Be Asking Learn what steps you can take to make sure you are taking a good look at your business and succession planning! #business #success
10 Questions Every Business Owner Should Be Asking Learn what steps you can take to make sure you are taking a good look at your business and succession planning! #business #success
The 'Sell in May' Adage Sounds About Right US stocks could see a decent pullback here, but a retest of the March 23rd low seems unlikely. #stockmarket #financialadvisors
The 'Sell in May' Adage Sounds About Right US stocks could see a decent pullback here, but a retest of the March 23rd low seems unlikely. #stockmarket #financialadvisors
The Ideas That Bog Us Down the Most Financial Advisors need to put the blinders on and stay focused on what it is they need to get done. #financialadvisors
The Ideas That Bog Us Down the Most Financial Advisors need to put the blinders on and stay focused on what it is they need to get done. #financialadvisors
These 10 U.S. States Are Best Prepared for a Deep Recession Here are the top 10 states that were best prepared for a deep recession at the end of 2019. #recession #states #economy #financialadvisors
These 10 U.S. States Are Best Prepared for a Deep Recession Here are the top 10 states that were best prepared for a deep recession at the end of 2019. #recession #states #economy #financialadvisors
Behavioral Economics and the Role of Liquid Alternatives The period of fear, uncertainty and stomach-churning volatility we’re currently living through will eventually end. #stockmarket
Behavioral Economics and the Role of Liquid Alternatives The period of fear, uncertainty and stomach-churning volatility we’re currently living through will eventually end. #stockmarket
Massive Dislocations in the Fixed Income Marketplace Creates Opportunities for Top Hedge Funds As investors look to select the appropriate strategy and manager to take advantage of the current dislocations in the fixed income markets.
Massive Dislocations in the Fixed Income Marketplace Creates Opportunities for Top Hedge Funds As investors look to select the appropriate strategy and manager to take advantage of the current dislocations in the fixed income markets.
Locking Down the Precious Metals Landscape Once silver moves to $8 or below it, it will likely serve as a strong buy sign for gold. #gold #silver #metals #financialadvisors
Locking Down the Precious Metals Landscape Once silver moves to $8 or below it, it will likely serve as a strong buy sign for gold. #gold #silver #metals #financialadvisors
Given All the Bad News, What's up With the Stock Market? Given all the bad news, the stock market performed reasonably well, with the S&P 500 slipping 1.32% and the Russell 2000 gaining 0.32%.
Given All the Bad News, What's up With the Stock Market? Given all the bad news, the stock market performed reasonably well, with the S&P 500 slipping 1.32% and the Russell 2000 gaining 0.32%.
Managing Risk Models in the Coronavirus Crisis The spread of the COVID-19 has blindsided conventional risk models, which has become much more sophisticated following the financial crisis.
Managing Risk Models in the Coronavirus Crisis The spread of the COVID-19 has blindsided conventional risk models, which has become much more sophisticated following the financial crisis.
Physical Gold Is Glittering, but Don’t Overlook Gold Mining Stocks Analysts at Bank of America now see the gold touching $3,000 within the next 18 months. #financialadvisors #gold #wealth #investments
Physical Gold Is Glittering, but Don’t Overlook Gold Mining Stocks Analysts at Bank of America now see the gold touching $3,000 within the next 18 months. #financialadvisors #gold #wealth #investments
Despite McConnell Comments, No State Bankruptcy Proposal Expected Any state leaders who want direct federal assistance for state pensions should expect to be disappointed. #states #bankruptcy
Despite McConnell Comments, No State Bankruptcy Proposal Expected Any state leaders who want direct federal assistance for state pensions should expect to be disappointed. #states #bankruptcy
What Does Post-COVID Leverage Mean for Investing? Many investors are already considering what the world will look like after COVID-19. What are the possible economic scars?
What Does Post-COVID Leverage Mean for Investing? Many investors are already considering what the world will look like after COVID-19. What are the possible economic scars?
