1. Why I’m Buying the “New” Value Stocks
It’s been a rough six months for tech stocks… Amazon, Google, and Facebook are suffering their worst stock performance in years… Some of these names have sold off so hard they’re now among the cheapest stocks on the market. And that’s presenting a HUGE buying opportunity for you and me. — Stephen McBride
2. Welcome to (Another) Crypto Meltdown
As a guy who has invested a little in cryptocurrencies, I sat back a year ago in a warm glow. The investment had risen phantasmagorically, and was now worth a good pension. Today? It’s worth almost nothing. — Chris Skinner
3. NFIB Signals A Recession Is Coming, Again
According to the U.S. Small Business Administration, there are 28.8 million small businesses in the United States, and they have 56.8 million employees. Small businesses (defined as businesses with fewer than 500 employees) account for 99.7% of all businesses in the U.S. The chart below shows the breakdown of firms and employment from the 2016 Census Bureau Data. — Lance Roberts
4. Fix the Prospecting Problem Forever
You can fix all prospecting problems forever if you generate enough referrals. It is that simple. Get this right, and prospecting problems are non-existent, as the number one source of professional prospecting is going to be “word of mouth” for some time to come. — Tony Vidler
5. A Playbook for Late Cycle Investing
In the past 45 years, only twice has the ICE BAML (Bank of America Merrill Lynch) Investment Grade index experienced a quarter worse than that of Q1 (first quarter) 2022. Investment grade debt has periodically experienced negative quarterly returns since the inception of the index, but negative returns of the magnitude witnessed during the quarter are considerably rare. In isolation, it is clear that there are some specific geopolitical, economic and technical factors which have driven this level of volatility. — Tracy Nolte
6. Why Real Assets Are at an Inflection Point
The world has been in a structural cycle of declining interest rates for the better part of four decades now, so perhaps it’s not surprising if the widespread impact of central bank tightening this year catches some investors off guard. After all, most are simply not old enough to remember what happens when monetary policymakers start pulling money off the economic table. — Steve Bonnyman
7. Everything You Wanted To Know About Bear Markets
Leo Tolstoy’s Anna Karenina opens with one of the most famous lines in world literature: “All happy families are alike, but every unhappy family is unhappy in its own way.” Similarly, we can say that all bull markets are alike, but every bear market has its own unique quirks. — Frank Holmes
8. Maximize Your Clients’ Social Security Benefits with Martha Shedden
Doug and Martha talk about the benefits of taking Social Security at the right age and how important this asset is to clients’ retirement plans. — Power Your Advice
9. The Powerful Combination of Seminars & Introductions
The seminar environment can be a powerful way to add value to your existing client relationships AND position yourself as a valuable resource to prospective clients. Many financial professionals like to combine these strategies to achieve maximum prospecting effectiveness – to meet your new clients in the way they prefer to meet you. — Bill Cates
10. Should I Go All in on Referrals?
Let's start with answering the question: Whether or not, like in a big no limit Texas Hold ‘Em poker, you should go ‘all in’ on referrals if you are a financial advisor? — Mike Garrison
11. The Bear Market Has Been Confirmed. Here’s What To Do.
It’s confirmed: We’re in a bear market. The plunge on June 13 put the S&P 500 down 20% from its January peak... which qualifies this as the first bear market since 2020… and 2008 before that. — Justin Spittler