1. Stock Market Correction Coming Before The Santa Claus Rally
Is a stock market correction coming before the Santa Claus rally at the end of the year? It is a fascinating turn in sentiment, given that investors were convinced of the bear market’s return just a month ago. Now, investors are “making their list and checking it twice.” Given the 10% advance over the past month, it isn’t surprising, as hope rises that the Fed will return to more accommodative policies next year. Earnings remain very “nice,” and the market views the economic risks as primarily priced in. — Lance Roberts
2. Time in the Market, Not Timing the Market
As the holidays approach, I find myself reflecting on the many reasons we have to be thankful for in this land of plenty. In particular, the season offers a moment to appreciate the shifts in our economy, as seen through the lens of our traditional Thanksgiving celebrations. — Frank Holmes
3. How Do You Read and Diagnose the Health of the Market?
The maxim “Prescription without Diagnosis is Malpractice” can be applied to many areas, particularly in investing in the stock market where playing hunches, commercing in tips, and following the social media crowd can be a poor basis for an investment decision. Getting at that diagnosis of the market though requires doing the hard and complex work of intensive research and thoughtful analysis. The question then comes in as to what tools, procedures, tests do you apply to reading the market to come to an appropriate prognosis and an informed course of action? — Bill Hortz
4. Does Technical Analysis Matter?
Technical analysis is a method of evaluating financial assets – like stocks, bonds and commodities – using mathematical calculations based on prices, trading volumes or open interest in futures and options. This analysis is typically expressed through annotated graphs. For example, “support” and “resistance” lines can be drawn on price charts to indicate a projected trading range for a security based on perceived supply and demand; or “candlestick” charts can be built using a series of daily price data, looking at opening, closing, maximum and minimum prices from each day and color-coded based on the return, to identify changes in market sentiment and momentum. — Jack Manley
5. 5 Probing Tips That Will Deepen ANY Conversation
To probe. It is what lawyers do. Investigators. Therapists. Or perhaps the frustrated parent who seeks to extract information from a recalcitrant child. Right? I hear the word “probe,” and I think congressional hearings. Politicians hovering in elevated seats, staring down at a solitary witness with a prosecutorial air. Probing, probing, probing, probing. — Achim Nowak
6. The Educational Content Advisors are Seeking on Alternatives
Advisorpedia talked with Courtney Morgan, Senior Vice President of Education at iCapital, live at the 2023 MMI Annual Conference in Austin, Texas. — Advisorpedia Media Group
7. How To Help Clients Through Their Financial Anxiety
Who among us has never had worries about money? You can expect that many of your clients have experienced money worries from time to time. We know that clients can become stressed during periods of increasing market volatility or economic distress. And we’ve shared how financial advisors can help clients deal with that stress and confront fears to prevent their emotions from controlling their decisions. — Don Connelly
8. Does Your Client Live in the Past, Present or the Future?
Years ago, when I was entering into management, another manager explained: “When you move to a different office in another city, you will see the same advisors. The names and faces are just different.” What he meant was certain personality types are prevalent. This good advice applies to clients too. — Bryce Sanders
9. How Multi-Family Offices Are Serving the Ultra-Affluent
It’s no secret: being an independent Registered Investment Advisor means having the freedom to always do what’s right for your clients. With ultra-affluent clients, extra special attention and resources are needed. Enter the Multi-Family and Single-Family Office. Through a broader suite of services and expertise, these firms help families oversee their entire financial lives while preserving their privacy, objectivity, and access to solutions. And there’s a growing need for more. — Schwab Advisor Services
10. Stop! Your 2024 Plan Needs These Six Actions
Start using segmentation that means something - to the segments. Two issues here trip up companies. First, tighten up your target markets and use a more durable approach including how and why they buy. Research shows that the buying process is now more important to most consumers than the product itself. Make fans of your clients and business partners based on how you treat the process of becoming a client of yours. — Steve Gresham
11. How Advisors Can Help Clients Capitalize on Charitable Giving
Many clients are aware that there are tax benefits when it comes to charitable donations. Namely, the IRS grants deductions for charitable giving. In most cases, the amount of charitable cash contributions taxpayers can deduct on Schedule A as an itemized deduction is limited to a percentage (usually 60 percent) of the taxpayer’s adjusted gross income (AGI). Qualified contributions are not subject to this limitation,” according to the IRS. “Individuals may deduct qualified contributions of up to 100 percent of their adjusted gross income. A corporation may deduct qualified contributions of up to 25 percent of its taxable income. Contributions that exceed that amount can carry over to the next tax year. — Todd Shriber