1. Is There a Better Equity Market To Be In?
As the Federal Reserve (Fed) ratchets up the tightening of monetary policy in the U.S., it is no surprise what is happening in the U.S. equity markets. As of this writing, the U.S. equity markets — by most any measurement — are firmly in bear market territory with nearly all indices now down at least 20% or more from their recent peaks. — Scott Colyer
2. “HODL” Finds Its Inevitable Flaw
“HODL,” an original misspelling taken on as a badge of courage by cryptocurrency investors, spread to “Meme stocks” during the runup in 2020 and 2021. The term “HODL” originated from user GameKyubbi, who posted a drunk, semi-coherent, typo-laden rant about his poor trading skills. — Lance Roberts
3. Money Is Just a Belief
If people believe it is money, then it is. This is well illustrated by the fact that the Bank of England is phasing out the old £20 note. I went to my commercial bank the other day with a pocket full of such notes. They said that they’re still legal tender. I said that from September, they’re not. We didn’t argue, but they made clear that they could only put them into my account as I had asked them to replace them with the new polymer notes. — Chris Skinner
4. SEC Confirms Bitcoin Is a Commodity: THREE Key Takeaways for Crypto Investors
Millennials are to become an increasingly important market participant in the coming years, with the largest-ever generational transfer of wealth – predicted to be more than $60 trillion – from baby boomers to millennials taking place. — Nigel Green
5. How to Get Someone Talking About Their Advisor
“I already have an advisor.” You have heard this plenty of times. In social situations, the standard icebreaker questions are “Where do you live” and “What do you do?” When you answer the second, you barely finish speaking when the other person says: “I already have an advisor.” How can you get them to open up about the quality of the relationship? — Bryce Sanders
6. This “Bizarre” Chart Is Wrecking the Stock Market
Inflation just keeps getting worse… The cost of heating your home has doubled over the past year. Want to take a summer vacation? That airfare will cost you 50% more than last year. Whose fault is this? — Stephen McBride
7. The CMO Series – Drivers of Revenue: AJ Boury
AJ Boury is the Chief Marketing Officer at TIFIN, a financial service creating engaging wealth experiences to improve financial lives through AI and investment intelligence driven personalization for the advisor and self-directed investor, recognizing the uniqueness of each investor. — Power Your Advice
8. How to Command Control Over Conversations With Prospects and Clients
How often have you been in a meeting with a client or prospect and felt like you lost control of the conversation? After starting on one subject, the other person goes off on tangents or takes the conversation in a new direction. Clients who are upset may launch into a rant with no particular point or one that isn’t related to the work you do with them. Or they simply want to talk about something other than the subject matter you broached with them. — Don Connelly
9. Young Generations Have Great Expectations About Wealth
The optimism of youth is something to behold, particularly when it comes to expectations about building wealth. Give today’s younger generations – millennials and Gen Z – some credit. They’re quite optimistic regarding cobbling together wealth. That’s saying because, like other generations, millennials and Gen Z are enduring their share of challenges and economic strife. — Todd Shriber
10. Does Ukraine Matter to Investors?
When investors are asked to identify their international and national concerns, 73 percent indicate they are worried about the war in Ukraine and 70 percent are concerned about tensions with Russia, but do these concerns impact their investment decisions? For most investors, although they care about Ukraine, they really have not made any changes to their portfolios due to the conflict in Ukraine. — Catherine McBreen
11. How To Keep Younger Investors Engaged
Following the bursting of the dot com bubble in 2000 that stretched all the way into 2002, the American public developed this feeling that the stock market was rigged against them. And considering how many company insiders and those in the know on Wall Street were revealed to have been selling at a time when they were still encouraging retail investors to keep buying, I’d say that sentiment certainly had some merit. — Malcolm Ethrifge