1. Are Stocks Cheap Yet?
A friend asked me that the other day. It’s an important question because when the stock market is truly cheap, investors can load up on stocks with high confidence they’ll rise and generate big returns. That’s what happened in 2009 and 2020 for investors wise enough to recognize the opportunity… and brave enough to act on it. “Are stocks cheap?” is the type of question that should carry a simple “yes” or “no” answer. — Stephen McBride
2. Recession Watch: How Worried Should Investors Be?
Talk of a recession is ratcheting up as the U.S. Federal Reserve and other central banks aggressively raise rates to combat inflation. How worried should investors be? The probability of recession is much higher than it was a few weeks ago. There was always a good chance of one happening next year, but it may be closer at hand given the extreme hawkishness of central banks right now. — Kevin McCreadie
3. The Most Significant Risk to Investors Right Now
The “Fear Of Missing Out,” or “F.O.M.O.” is a centuries-old behavioral trait that began to get studied in 1996 by marketing strategist Dr. Dan Herman. Over the last couple of years, the “fear of missing out” went mainstream. Young retail investors armed with a “stimmy check,” the Robinhood app, and membership to WallStreetBets piled into the financial markets. The lure of easy money and lavish lifestyles was too hard to pass up. — Lance Roberts
4. 5 Things Nervous Clients Need from You
Let’s chat about the backbone of the business, client relationships. Client relationships are fragile. As soon as their money’s exposed to volatility, clients are on an emotional roller coaster ride and they need a lot of attention. And all too often, we get caught up in the details of products and services we’re offering to notice that our attention may have slipped. And I can tell you without hesitation that the minute your client feels your service is no longer personalized, he or she becomes your competition’s best prospect. — Don Connelly
5. What the Changing Digital World Means for Financial Advice
Well, clearly, the biggest change that we've seen has just happened. The work from home, the new hybrid work environment, probably is the largest change and shift in thinking and behavior that I've seen in my entire career. Markets will always sort of be this way. But the idea of how people work and where they work. it is incredible to change. — Jim Crowley
6. The Need for Speed: Navigating the Market Like an F1 Race
Formula 1 (F1) racing has grown in popularity thanks in part to one of Netflix’s top shows “Formula 1: Drive to Survive”. A driver’s success depends on managing their on-track emotions, and intense preparation since each course is different. Below are outlines of some tracks…they would make a fascinating inkblot test. Right away, I see three crabs and two wizard hats. Not sure what that means, but I do have an affinity for seafood and Harry Potter. Back to F1. — Nate Tonsager
7. What Does Sustainability and Impact Mean for Advisors
We don't talk enough about the savings crisis and the importance of sufficient savings. And so at Halo, our whole tagline is impact before profits. And we were really started to help address and solve the savings crisis that we have in the United States, by bringing Investors and Financial Advisors at the end of the day, more efficient and efficient savings products. — Jason Barsema
8. The Power of Annuities and Seeing Insurance as an Investment with Amanda Adams
In today’s episode, Doug was joined by Amanda Adams. Amanda is the Vice President of Annuity Sales at Tarkenton Financial, a leading marketing organization serving independent financial professionals who are focused on the retirement market and retirement income planning. They investigated how utilizing annuities alongside a perspective of investing is helpful for insurance planning and the importance of insurance services and financial services becoming integrated. — Douglas Blake
9. Resetting Your Investment Approach
The past few years have provided us with plenty of world-altering events, horrifically bad news, and massive challenges. I think the big investment story though is not inflation or the pandemics effects on the economy, but how well many management teams responded to these challenges. It is not just what winds are blowing in your face, but what course corrections and strategic decisions you make to address them; maybe even finding a silver lining in some of those storm clouds. — Bill Hortz
10. Who We’re Watching as the Jockeying Begins to Replace Joe Biden
Among insiders in this town, a dark horse has already emerged — Roy cooper, the moderate governor of North Carolina, who got an important entry on his resume yesterday: CNBC crowned North Carolina as the most pro-business state in the nation. Even before the award, cooper was on the radar screen. A moderate, pro-business governor is Just what the democrats need; They remember Jimmy Carter and Bill Clinton, two center-left governors from the south who won the presidency. — Greg Valliere
11. Three Non-Negotiables If You Run A Financial Planning Business
Clients are going to keep coming because you’ve worked your whole career to make that happen. Don’t make unrealistic strategic decisions just because you’re feeling the pressure. You can absolutely build a great financial planning business that runs like clockwork. Understand the size of the task, choose an acceptable time frame and chip away step by step. Progress, not perfection. — Brett Davidson