Active ETFs have scored more investor interest this year than smart beta ETFs—but does that mean the latter will soon be out of the game completely? David Mann, Head of ETF Product & Capital Markets at Franklin Templeton, opines.
Many advisors are finding their clients show little interest these days in how the markets are doing.
It doesn’t seem that difficult. Why don’t more of us follow this advice?
We have been given the mandate to show our capabilities by growing our books of business to “earn the right” to work with clients.
Here are the 10 best books I read from September 2022 through August 2023.
Deride the tactics of car salespeople all you wish, but their primary sales tool shows just how much brokers pay their employers.
Financial advisors often face the challenge of transitioning a new client into their practice in a tax-efficient way.
When Exchange first launched in 2022, it redefined what an advisor-focused conference could look like. Now, Exchange 2024 is just around the corner. The financial services industry prepares to unite at Miami Beach on February 11th-14th.
Improve your own and your firm’s productivity by sidestepping these top five hybrid work mistakes.
To widen your audience, deepen client bonds, and carve out a strong market presence, a webinar strategy is your ticket to success.
I’m finding it hard to reconcile this.
For financial advisors, an appreciation of these changes fosters more profound empathy with older clients and fine-tunes their strategies.
Your prospects often don’t tell you everything you need to know to assess the depths of their problems, because they can’t articulate the context behind their surface-level description of their issues.
Have you ever wondered why your closing ratio on seminar attendees rarely exceeds 40%?
How do you stand out in the crowded inbox and get more email opens?
Incorporating debt planning into your services helps your clients achieve a more comprehensive and sustainable financial future.
Many advisors aren’t familiar with financial phobias. They are common and can be debilitating.
Why has there been a reluctance within the advisory profession to actively collect, much less leverage client experience feedback?
Understanding and managing your firm’s practice growth multiplier is your ticket to enduring success, higher profits, and a more rewarding practice.
New tests are making it easier for doctors to detect cancer and provide targeted treatments.
I lost my dad, Alfred Munro Flaxington, this past weekend.
Communications should be planned and thoughtful. Rarely – if ever – should a serious message be delivered without warning.
Advisors can capitalize on the expected transfer of wealth between generations, the expected wave of retirements among older advisors, and referrals from other professionals.
Top venture firms are betting that rapid advances in artificial intelligence and the public fascination with ChatGPT will help tech startups to transform healthcare after years of Silicon Valley struggling to move the needle in the industry.
Here are the six things you can do to create stellar content and increase your odds of going viral.
It’s time to focus on your happiness. Here are some tips, including some unconventional suggestions.
Financial advisors frequently attribute their marketing challenges to not finding that one magic solution. But the true culprits are deeper, foundational issues.
Many advisors are now providing customized wealth management services to their clients and their families, often across multiple generations.
Supply chains are realigning, to China's dismay.
What’s going on with the markets and the economy? Long-term Treasury yields are up substantially since last Fall while the stock market, after a big rally, has stumbled so far this month. Meanwhile, the real economy appears to continue to chug along – even accelerating!
With the Fed’s tightening on monetary policy and the constant threat of a recession looming, policymakers and advisors are closely monitoring economic indicators because the data can ultimately impact business decisions and financial markets.
When your client conveys vast amounts of information – as is typically the case in a discovery meeting – it’s unrealistic to expect you to retain that information without writing it down. That’s about to change.
Let’s look at the keys to creating a successful podcast.
Here are five ways to take your COI relationships to the next level – and maximize your business along the way.
Equity traders reeling from the market’s worst stretch since February face some pivotal events in the days ahead, and a closely watched speech by Federal Reserve Chair Jerome Powell may not even be the biggest test of all.
Halfway through the third quarter, the economy is looking surprisingly strong. A tracker from the Atlanta branch of the Federal Reserve has real gross domestic product growth, based on the limited data we've gotten so far, tracking at 5.8%, which would be the fastest for a non-pandemic quarter in 20 years.
While economic growth drives corporate earnings, remember that the S&P 500 is not a replica of the U.S. economy.
Approval of a spot bitcoin exchange traded fund in the U.S. is one of the most widely anticipated and delayed events in the roughly three-decade history of the ETF industry.
There are tools to help you level up in client behavior, experience, and engagement.
Readers of this publication know the costs of an investment product reduce the net return and consider cost as an important criterion for selecting investments to make up client portfolios. But how do advisors define costs, and how important is cost reduction compared to other portfolio objectives?
Financial journalism has a problem. Apart from a few writers such as Michael Lewis, it is essentially bought and paid for by the financial industry itself – especially, investment management.
We expect inflation and rates to remain higher than the last decade. We favor tech within growth and cyclicals within value.
European banks are rightly being criticized for failing to pass on interest-rate increases to customers. But is it any wonder they’re so unafraid of losing business? Compared to their US counterparts, European financial institutions often face less competition from alternative cash-like investments.
Return to office mandates are growing, but workers are hesitant to give up flexibility.
How good are you at motivating your staff? Are they growing and learning? Are they consistently progressing?
Signs of slowing price pressures and wage growth have generated a lot of excitement about a soft landing for the US economy, where inflation glides back toward 2% without a painful recession.
As the 2023 earnings per share (EPS) recession narrative grows louder into the second half of the year, we expect the market to shift to discounting an EPS rebound. The best opportunities look to be in more economically sensitive and value sectors, which have been hit particularly hard this year.
Federal Reserve officials at their policy meeting in July largely remained concerned that inflation would fail to recede and that further interest-rate increases would be needed. At the same time, cracks in that consensus were also becoming more apparent.
For this edition of Bull vs. Bear, Elle Caruso and Karrie Gordon discuss the likelihood of continued strong returns for semiconductor ETFs.
There aren’t many bullion investors who haven’t thought about using their stash to buy groceries one day.
Here are two suggestions that can save you money or time, especially if content marketing is part of your strategy.
How do you cultivate a successful referral program?
I’ll outline content ideas to help your top sellers, C-suite leaders, or founders emerge as thought leaders.
Here are the top five mistakes advisors make in client meetings.
I’ll share some of the insights my team has gathered in 2023.
In a year of unpleasant surprises from China's economy, here's a development we should have foreseen: The central bank lowered interest rates. With growth disappointing and prices declining, Tuesday's easing from the People's Bank of China ought to have been a no-brainer.
Investors are the least pessimistic on stocks since February of last year, before the Federal Reserve began one of the most aggressive tightening cycles in decades, according to Bank of America Corp.’s latest global survey of fund managers.
It’s been an interesting first half of the year. Markets performed very well in the face of continued Fed tightening, calls for an imminent recession, a regional banking crisis, debt ceiling debate, and drama around an 11th-hour deal to avoid a default on U.S. debt.
Young workers are struggling to find jobs, despite labor shortages.
Wars cost money, and throughout history, countries have borrowed to fight them. There are plenty of examples of wars bankrupting countries, but the US was so dominant in the 1940s that at the end of World War II, its debt only cost about 1.8% of GDP to service.
Investors are bailing out of the biggest exchange-traded fund devoted to Treasuries at the fastest pace since markets were hammered during the early months of the pandemic.
Unpacking the details of last week’s consumer price index report, the news was good: Inflationary pressure continues to slowly subside, while an economic “soft landing” — in which the Federal Reserve is able to stabilize prices without causing a recession — is starting to look more realistic.
Some couples may have what can be termed "faux" financial intimacy, where there is no tension or conflict because they avoid talking about money.
IUL is a popular investment, thanks to aggressive marketing. Before your clients succumb to high-pressure sales tactics, here’s a cautionary tale based on another lifetime purchase decision – buying an engagement ring.
The old playbook of selling emerging-market bonds when Treasury yields spike is being upended by the positive dynamics favoring developing-nation debt.
For the years following the Lehman crisis, the Fed put was the norm. Exceptionally loose monetary policy ensured risk assets had a safety net. But central banks were unable to rehabilitate the real economy while governments kept their belts tight.
Will the economy roll into a formal recession, or is a recovery underway? It's a close call.
Ten stocks have dominated US equity market gains for most of this year. But the rest of the market may be waking up. That’s good news for active managers who seek to tap diversified sources of long-term returns that can withstand challenging macroeconomic conditions.
Investors hammered Chinese assets and those of developing nations relying on its sustained growth a day after US President Joe Biden described the country’s economic woes as a “ticking time bomb.”
I thought I’d lead with some really impressive statistics. I just finished reading our latest ADV Part 2 (the SEC disclosure document provided annually to clients) describing the firm.
It could take just a 1% move in the S&P 500 — up or down — every day for a week for the rally in US stocks to come under significant pressure.
In 1949, the list of the country’s most affluent metropolitan areas was dominated by Midwestern industrial cities.
A key measure of US consumer prices rose only modestly for a second month, bolstering hopes that the Federal Reserve can tame inflation without sparking a recession.
The common currency has not led to common outcomes.
Twenty years ago, the answer to this question was obvious. Wirehouses had better technology compared to any other firm or affiliation model.
Why don’t more advisors recommend simple portfolios?
The reaction to Fitch Ratings’ recent downgrading of US government debt was more revealing than the announcement itself. Citing concerns about America’s long-term fiscal position and the risk that Washington’s political dysfunction could make matters worse, the company marked US debt down from AAA to AA+.
Bitcoin may be closer to bursting out of a period of unusually low volatility if chart patterns and the token’s history are any guide.
Investors are taking fright at commercial real estate risks in Sweden. But we think the situation is less threatening than feared.
Investors often conclude that they would have performed better by simply investing in the S&P 500 index rather than a well-diversified portfolio.
Advisors are increasingly turning to OCIOs to differentiate their firms, increase profitability and scale their businesses through gained efficiencies.
The most frequent question I’m asked when mentoring newer advisors is, “How do I demonstrate my value to prospects?”
Everyone who has ever invested in Mr. Market at any time in recorded history, except for those who started investing at the end of 2021 or the first few quarters of 2022, made money.
Berkshire Hathaway Inc. jumped to a record high after its Saturday earnings report showed an operating profit for the second quarter that exceeded Wall Street expectations.
Bulging sales of US Treasuries are about to deliver a major test of investor demand and determine whether a selloff has room to run, as the market braces for the biggest round of refunding auctions since last year.
Despite some improvements in corporate health, Global Macro Strategist Craig Burelle shares why he thinks companies are likely to experience more pain in the months to come.
Evan Harp sat down with Dr. Preston Cherry to discuss financial psychology, how it differs from behavioral finance, and how advisors can benefit from incorporating it into their practices.
Earnings season has thus far been a mixed bag, and despite a notable increase in the beat rate, the market is rightfully shifting focus to guidance for the rest of the year.
Investors planning for retirement are facing seven significant challenges.
What is the secret to digital marketing that drives website traffic and leads?
Breakaway Brokers
Can Smart Beta ETFs Return to Prime Time?
Active ETFs have scored more investor interest this year than smart beta ETFs—but does that mean the latter will soon be out of the game completely? David Mann, Head of ETF Product & Capital Markets at Franklin Templeton, opines.
Navigating Investor Apathy: A Candid Look at the Challenges Faced by Today’s Advisors
Many advisors are finding their clients show little interest these days in how the markets are doing.
Living to 100 Isn’t Easy
It doesn’t seem that difficult. Why don’t more of us follow this advice?
As a Next Gen, Why Do I Need to Prove Myself?
We have been given the mandate to show our capabilities by growing our books of business to “earn the right” to work with clients.
The 10 Best Non-Fiction Books of This Year
Here are the 10 best books I read from September 2022 through August 2023.
Ask Brad: What Can a Wirehouse Broker Learn from a Car Salesperson?
Deride the tactics of car salespeople all you wish, but their primary sales tool shows just how much brokers pay their employers.
6 Steps to Tax-Efficient Onboarding of Clients With Direct Indexing
Financial advisors often face the challenge of transitioning a new client into their practice in a tax-efficient way.
Exchange 2024 Announces Theme, “Blueprint for Growth”
When Exchange first launched in 2022, it redefined what an advisor-focused conference could look like. Now, Exchange 2024 is just around the corner. The financial services industry prepares to unite at Miami Beach on February 11th-14th.
The Top Five Hybrid Work Mistakes
Improve your own and your firm’s productivity by sidestepping these top five hybrid work mistakes.
Boost Client Engagement and Growth with Webinars
To widen your audience, deepen client bonds, and carve out a strong market presence, a webinar strategy is your ticket to success.
I Hired My Sons. It Isn’t Working
I’m finding it hard to reconcile this.
Tailoring Advice for the Elderly Brain
For financial advisors, an appreciation of these changes fosters more profound empathy with older clients and fine-tunes their strategies.
Be Politely Skeptical with Prospects
Your prospects often don’t tell you everything you need to know to assess the depths of their problems, because they can’t articulate the context behind their surface-level description of their issues.
How Pre-Screening Avoids “Plate Lickers” at Seminars
Have you ever wondered why your closing ratio on seminar attendees rarely exceeds 40%?
How to Stand Out in an Inbox
How do you stand out in the crowded inbox and get more email opens?
The Importance of Debt Management
Incorporating debt planning into your services helps your clients achieve a more comprehensive and sustainable financial future.
Little Known Financial Phobias
Many advisors aren’t familiar with financial phobias. They are common and can be debilitating.
The Magnetic Power of Client Feedback
Why has there been a reluctance within the advisory profession to actively collect, much less leverage client experience feedback?
What is a Practice Growth Multiplier?
Understanding and managing your firm’s practice growth multiplier is your ticket to enduring success, higher profits, and a more rewarding practice.
The Future of Cancer Detection
New tests are making it easier for doctors to detect cancer and provide targeted treatments.
In Memory of My Dad, Alfred Munro Flaxington
I lost my dad, Alfred Munro Flaxington, this past weekend.
A Lesson in Poor Communication
Communications should be planned and thoughtful. Rarely – if ever – should a serious message be delivered without warning.
Three Opportunities To Grow Your Advisory Business Now
Advisors can capitalize on the expected transfer of wealth between generations, the expected wave of retirements among older advisors, and referrals from other professionals.
Paging Dr. GPT? Tech Investors Bet AI Finally Poised to Transform Health Care
Top venture firms are betting that rapid advances in artificial intelligence and the public fascination with ChatGPT will help tech startups to transform healthcare after years of Silicon Valley struggling to move the needle in the industry.
Six Building Blocks for Creating Viral Content
Here are the six things you can do to create stellar content and increase your odds of going viral.
Are You as Happy as Your Clients?
It’s time to focus on your happiness. Here are some tips, including some unconventional suggestions.
Why Your Marketing is Failing
Financial advisors frequently attribute their marketing challenges to not finding that one magic solution. But the true culprits are deeper, foundational issues.
C Is for Customized Experience and Family Wealth Planning
Many advisors are now providing customized wealth management services to their clients and their families, often across multiple generations.
Reshoring Is Real
Supply chains are realigning, to China's dismay.
Where is the Economy?
What’s going on with the markets and the economy? Long-term Treasury yields are up substantially since last Fall while the stock market, after a big rally, has stumbled so far this month. Meanwhile, the real economy appears to continue to chug along – even accelerating!
Assessing the Recession Risk: Interpreting Key Economic Indicators
With the Fed’s tightening on monetary policy and the constant threat of a recession looming, policymakers and advisors are closely monitoring economic indicators because the data can ultimately impact business decisions and financial markets.
An AI Tool That Radically Alters Discovery Meetings
When your client conveys vast amounts of information – as is typically the case in a discovery meeting – it’s unrealistic to expect you to retain that information without writing it down. That’s about to change.
A Sound Idea: Use a Podcast to Build Your Business
Let’s look at the keys to creating a successful podcast.
Revolutionizing Center of Influence Relationships: Five Wow-Worthy Approaches
Here are five ways to take your COI relationships to the next level – and maximize your business along the way.
Bruised Stocks Face Week Full of Tests, From Nvidia to Powell
Equity traders reeling from the market’s worst stretch since February face some pivotal events in the days ahead, and a closely watched speech by Federal Reserve Chair Jerome Powell may not even be the biggest test of all.
The US Economy Can't Sustain Its Red-Hot Pace, Right?
Halfway through the third quarter, the economy is looking surprisingly strong. A tracker from the Atlanta branch of the Federal Reserve has real gross domestic product growth, based on the limited data we've gotten so far, tracking at 5.8%, which would be the fastest for a non-pandemic quarter in 20 years.
Five Key Takeaways From Q2 Earnings Season
While economic growth drives corporate earnings, remember that the S&P 500 is not a replica of the U.S. economy.
Experts Still Projecting Big Bitcoin Rally on ETF Approval
Approval of a spot bitcoin exchange traded fund in the U.S. is one of the most widely anticipated and delayed events in the roughly three-decade history of the ETF industry.
Three Tools to Master Your EQ Game
There are tools to help you level up in client behavior, experience, and engagement.
Why Minimizing the Costs of Investment Products Must be a Priority
Readers of this publication know the costs of an investment product reduce the net return and consider cost as an important criterion for selecting investments to make up client portfolios. But how do advisors define costs, and how important is cost reduction compared to other portfolio objectives?
Financial Journalism Fails its Readers
Financial journalism has a problem. Apart from a few writers such as Michael Lewis, it is essentially bought and paid for by the financial industry itself – especially, investment management.
Higher for Longer: Adapting Stock Selection for Higher Inflation/Rates
We expect inflation and rates to remain higher than the last decade. We favor tech within growth and cyclicals within value.
European Banks Aren't Helping Your Savings
European banks are rightly being criticized for failing to pass on interest-rate increases to customers. But is it any wonder they’re so unafraid of losing business? Compared to their US counterparts, European financial institutions often face less competition from alternative cash-like investments.
The Great Remote Work Debate
Return to office mandates are growing, but workers are hesitant to give up flexibility.
How to Develop Superstars
How good are you at motivating your staff? Are they growing and learning? Are they consistently progressing?
UPS Drivers Deliver a Message to the Federal Reserve
Signs of slowing price pressures and wage growth have generated a lot of excitement about a soft landing for the US economy, where inflation glides back toward 2% without a painful recession.
Large Cap Value Outlook for Q3 2023
As the 2023 earnings per share (EPS) recession narrative grows louder into the second half of the year, we expect the market to shift to discounting an EPS rebound. The best opportunities look to be in more economically sensitive and value sectors, which have been hit particularly hard this year.
Fed Saw ‘Significant’ Inflation Risk That May Merit More Hikes
Federal Reserve officials at their policy meeting in July largely remained concerned that inflation would fail to recede and that further interest-rate increases would be needed. At the same time, cracks in that consensus were also becoming more apparent.
Bull vs. Bear: Can Semiconductor ETFs Maintain Their Return Trajectory?
For this edition of Bull vs. Bear, Elle Caruso and Karrie Gordon discuss the likelihood of continued strong returns for semiconductor ETFs.
Can Gold and Silver Ever Return to Circulation?
There aren’t many bullion investors who haven’t thought about using their stash to buy groceries one day.
Turbo-Charge Your Content Marketing with AI
Here are two suggestions that can save you money or time, especially if content marketing is part of your strategy.
How to Grow Your Firm Through Referrals
How do you cultivate a successful referral program?
From Rainmaker to Thought Leader
I’ll outline content ideas to help your top sellers, C-suite leaders, or founders emerge as thought leaders.
Five Mistakes That Undermine Client Meetings
Here are the top five mistakes advisors make in client meetings.
Four Important Lessons (so far) in 2023
I’ll share some of the insights my team has gathered in 2023.
The China Surprise We Should Have Seen Coming
In a year of unpleasant surprises from China's economy, here's a development we should have foreseen: The central bank lowered interest rates. With growth disappointing and prices declining, Tuesday's easing from the People's Bank of China ought to have been a no-brainer.
Investors Least Bearish on Stocks Since Pre-Fed Hikes, BofA Says
Investors are the least pessimistic on stocks since February of last year, before the Federal Reserve began one of the most aggressive tightening cycles in decades, according to Bank of America Corp.’s latest global survey of fund managers.
Navigating Market Uncertainties
It’s been an interesting first half of the year. Markets performed very well in the face of continued Fed tightening, calls for an imminent recession, a regional banking crisis, debt ceiling debate, and drama around an 11th-hour deal to avoid a default on U.S. debt.
Putting Young People To Work
Young workers are struggling to find jobs, despite labor shortages.
An Age of Fiscal Limits
Wars cost money, and throughout history, countries have borrowed to fight them. There are plenty of examples of wars bankrupting countries, but the US was so dominant in the 1940s that at the end of World War II, its debt only cost about 1.8% of GDP to service.
Biggest Treasury ETF Sees Largest Exodus Since 2020 Meltdown
Investors are bailing out of the biggest exchange-traded fund devoted to Treasuries at the fastest pace since markets were hammered during the early months of the pandemic.
Beating Inflation Might Still Need Higher Rates
Unpacking the details of last week’s consumer price index report, the news was good: Inflationary pressure continues to slowly subside, while an economic “soft landing” — in which the Federal Reserve is able to stabilize prices without causing a recession — is starting to look more realistic.
Do Clients Suffer from “Faux” Financial Intimacy?
Some couples may have what can be termed "faux" financial intimacy, where there is no tension or conflict because they avoid talking about money.
What Insurance Agents Don’t Tell You About Indexed Universal Life (IUL)
IUL is a popular investment, thanks to aggressive marketing. Before your clients succumb to high-pressure sales tactics, here’s a cautionary tale based on another lifetime purchase decision – buying an engagement ring.
Emerging Bonds Disrupt Playbook by Rallying as Treasuries Swoon
The old playbook of selling emerging-market bonds when Treasury yields spike is being upended by the positive dynamics favoring developing-nation debt.
The Growing Apprehension of the Inflating Fiscal Put
For the years following the Lehman crisis, the Fed put was the norm. Exceptionally loose monetary policy ensured risk assets had a safety net. But central banks were unable to rehabilitate the real economy while governments kept their belts tight.
Schwab Market Perspective: On the Line
Will the economy roll into a formal recession, or is a recovery underway? It's a close call.
Broader Horizons? More Stocks Help Fuel US Market Gains
Ten stocks have dominated US equity market gains for most of this year. But the rest of the market may be waking up. That’s good news for active managers who seek to tap diversified sources of long-term returns that can withstand challenging macroeconomic conditions.
Emerging Markets Cap Week of Selling Everything With China Link
Investors hammered Chinese assets and those of developing nations relying on its sustained growth a day after US President Joe Biden described the country’s economic woes as a “ticking time bomb.”
Harold Evensky’s NewsLetter Vol. 16, No. 3 – August 2023
I thought I’d lead with some really impressive statistics. I just finished reading our latest ADV Part 2 (the SEC disclosure document provided annually to clients) describing the firm.
A Week of 1% Moves on the S&P 500 Could Trigger Forced Selling
It could take just a 1% move in the S&P 500 — up or down — every day for a week for the rally in US stocks to come under significant pressure.
Income Ladder Is Difficult to Climb for US Metro Areas
In 1949, the list of the country’s most affluent metropolitan areas was dominated by Midwestern industrial cities.
US Core CPI Posts Smallest Back-to-Back Increases in Two Years
A key measure of US consumer prices rose only modestly for a second month, bolstering hopes that the Federal Reserve can tame inflation without sparking a recession.
Economic Divergence in Europe
The common currency has not led to common outcomes.
Ask Brad: Do Broker/Dealers or RIAs Have Better Technology?
Twenty years ago, the answer to this question was obvious. Wirehouses had better technology compared to any other firm or affiliation model.
Do You Have the Courage to Simplify Your Clients’ Portfolios?
Why don’t more advisors recommend simple portfolios?
Maybe Fitch Had a Point After All?
The reaction to Fitch Ratings’ recent downgrading of US government debt was more revealing than the announcement itself. Citing concerns about America’s long-term fiscal position and the risk that Washington’s political dysfunction could make matters worse, the company marked US debt down from AAA to AA+.
Bitcoin Flashes Signals of Possible Spike in Volatility After Historic Lull
Bitcoin may be closer to bursting out of a period of unusually low volatility if chart patterns and the token’s history are any guide.
Will Sweden’s Woes Shake Europe’s Real Estate Markets?
Investors are taking fright at commercial real estate risks in Sweden. But we think the situation is less threatening than feared.
The Ups And Downs Of The S&P 500
Investors often conclude that they would have performed better by simply investing in the S&P 500 index rather than a well-diversified portfolio.
Partnering With an Insourced CIO Can Serve as a Launchpad for Growth
Advisors are increasingly turning to OCIOs to differentiate their firms, increase profitability and scale their businesses through gained efficiencies.
Demonstrating Your Value
The most frequent question I’m asked when mentoring newer advisors is, “How do I demonstrate my value to prospects?”
Work With Your Clients, Not Your Portfolios
Everyone who has ever invested in Mr. Market at any time in recorded history, except for those who started investing at the end of 2021 or the first few quarters of 2022, made money.
Buffett’s Berkshire Rallies to Record High on Earnings Beat
Berkshire Hathaway Inc. jumped to a record high after its Saturday earnings report showed an operating profit for the second quarter that exceeded Wall Street expectations.
Treasury Auction Deluge Set to Test Investors’ Appetite for Debt
Bulging sales of US Treasuries are about to deliver a major test of investor demand and determine whether a selloff has room to run, as the market braces for the biggest round of refunding auctions since last year.
Corporate Health: Signs of Improvement, but Vulnerabilities Remain
Despite some improvements in corporate health, Global Macro Strategist Craig Burelle shares why he thinks companies are likely to experience more pain in the months to come.
Dr. Preston Cherry on Financial Psychology
Evan Harp sat down with Dr. Preston Cherry to discuss financial psychology, how it differs from behavioral finance, and how advisors can benefit from incorporating it into their practices.
Don't Let Me Down: An Earnings Season Update
Earnings season has thus far been a mixed bag, and despite a notable increase in the beat rate, the market is rightfully shifting focus to guidance for the rest of the year.
The Seven Great Challenges to Retirement Plans
Investors planning for retirement are facing seven significant challenges.
Digital Marketing Tactics that Deliver More Prospects
What is the secret to digital marketing that drives website traffic and leads?