US workers are clearly feeling the strain of economic uncertainty, according to Franklin Templeton’s third annual “Voice of the American Worker” study.
The fixed income market is on the verge of having its worst year of performance in several decades, and for many of us, the worst of our careers – but there are still fixed income opportunities for investors to consider.
In our discussion, we want to share with you insight on a segment of the fixed income market that we believe presents an opportunity for investors – municipal bonds.
Build a scalable marketing plan that focuses on repurposing your content.
Readers of a certain age will remember Carnac the Magnificent, Johnny Carson’s recurring alter ego.
If you’re an advisor for whom producing a detailed quarterly client letter is painful, step back and think about your own personal strengths – and what you enjoy doing.
The bipartisan Creating Helpful Incentives to Produce Semiconductors for America Act, or CHIPS Act, was signed into law this week, setting aside $52 billion to boost domestic semiconductor research and production.
IMO 2020 has contributed to higher shipping rates.
In today's digital-first world, a marketing funnel is how financial advisors attract ideal prospects, engage clients and COIs, and stimulate referrals.
A “boatload” of news this week suggests that the shipping industry continues to look very attractive from an investing point of view. Global cargo carriers are estimated to have recorded $150 billion in profits in 2021, the first time they’ve collectively reached that figure in a single year.
Sending quick video messages is an effective way to stay top of mind and regularly remind your connections that you are a resource they can count on and trust.
January market trends historically set the direction for the full year per his title “As January Goes”. Well, so far, not so good!
I hope everyone had a wonderful Thanksgiving full of family, love and laughter! Even if that wasn’t your experience, there’s still much to be grateful for.
Just as leaves fall in autumn, you can count on the financial press to litter websites and other media with year-end “take losses and re-balance your portfolio” stories.
As is the case with Evergreen, our partner firm Gavekal encourages an environment of “opinion exchanges”. In the latter case, much of that stems from the inherent philosophical divergences regarding economics and politics between its three co-founders.
Domestic business travel is well on its way to recovery. Forty percent of poll respondents said that business travel within the country where their firm is based has already resumed, while a third said that their company has either decided on a start date or is working toward a date.
Let’s take a more in-depth look at live and pre-recorded webinar formats, and what to consider when choosing which one is right for you.
Imagine never having to do your least favorite chore!
Even the most promising future can change drastically by a life-threatening event. A healthy individual may require around-the-clock care and supervision after an accident, creating the need to solve complex financial planning problems.
Here are five growth opportunities that will help you advance your firm while the competition sits on the sidelines.
The pandemic has changed investor behavior. It has altered the qualities and services investors look for in a financial advisor.
Denial and lack of cooperation from a mentally ill person can make treatment, caring and financial planning more difficult.
The big myth with webinars is that your audience cares whether it is live.
Economic uncertainty has spiked given the escalating U.S.-China trade war; with increasing risk it weakens the dividing line between the manufacturing and consumer sectors.
For the most part, the second quarter saw a continuation of the first quarter’s positive performance across many asset classes. This furthered a reversal of the dismal 2018 when every primary asset class was negative.
To promote your financial services using content marketing, start by harnessing the power of your own website, social media and email marketing tools.
While traditional marketing can still be effective, they are four factors that make it costly and time-consuming.
Recent comments from Fed Chairman Powell with respect to corporate debt echoes what Bernanke said in 2007 about subprime mortgage debt.
I will talk about the four different types of content you can create and what is unique about each one.
The inversion of the 10y-3m yield curve unleashed a sharp pullback in stocks; but the Fed’s “preferred” curve first inverted in early January.
I want to tackle a more evergreen topic, which is the implications on the economy of a high and ever-rising burden of debt. But I want to first differentiate between the deficit and debt.
Recession chatter is abundant lately. It’s increasingly the focus of Q&A sessions at investor events at which I’ve been speaking. I also received a series of questions last week about recessions from a Schwab colleague who has many younger Schwabbies on his team, most of whom have not lived as working adults through a recession.
Whether you follow a systematic approach to growth or are looking for an “easy button,” growth hacks are a path that any practice, team or individual advisor can leverage.
Content marketing creates and shares content to attract, engage and inspire a chosen audience.
We look at options “insurance” the same way we look at any asset: It can make sense at one price but make no sense at another. As you will see, at today’s price they make a lot of sense.
A look at Private Debt and Direct Lending in regard to funding small and medium-size enterprises (SMEs). An overview of current practices in the marketplace and how these debt funds either supplant bank lending and/or take debt financing to a “next level” providing flexibilities that didn’t exist pre-crisis.
Rising equity prices and bond yields pose a puzzle for investors. Given equity valuations, some investors question whether the rally is peaking. This month, we examine the fundamental underpinnings of a steady economy, growth of company earnings and revenue, and pent-up consumer spending.
Why do so many pundits and politicians, including the future director of the Office of Management and Budget, beat the debt drum so loudly and so often? It’s one of the most effective, and most abused, wedge issues in American politics.
Here are the 10 things you need to do in order to effectively use social media.
Brian Yacktman is the son of the legendary investor, Don Yacktman, and the chief investment officer, portfolio manager and a principal of YCG Investments. In this interview, he discusses how he has melded a traditional value-oriented approach with the use of options to deliver risk-adjusted outperformance for his investors. Please visit YCG Investments at booth 123 at Schwab IMPACT.
Evergreen
Financial Independence Remains a Top Priority Despite Employee Feelings of Financial Anxiety
US workers are clearly feeling the strain of economic uncertainty, according to Franklin Templeton’s third annual “Voice of the American Worker” study.
Compelling Opportunities in the Muni Bond Market
The fixed income market is on the verge of having its worst year of performance in several decades, and for many of us, the worst of our careers – but there are still fixed income opportunities for investors to consider.
In our discussion, we want to share with you insight on a segment of the fixed income market that we believe presents an opportunity for investors – municipal bonds.
Create Scalable Content with Hub-and-Spoke Marketing
Build a scalable marketing plan that focuses on repurposing your content.
PayPal, Kanye And CBDCs
Readers of a certain age will remember Carnac the Magnificent, Johnny Carson’s recurring alter ego.
Play to Your Strengths in Client Communications
If you’re an advisor for whom producing a detailed quarterly client letter is painful, step back and think about your own personal strengths – and what you enjoy doing.
What Is The Semiconductor CHIPS Act, And Why Does The U.S. Need It?
The bipartisan Creating Helpful Incentives to Produce Semiconductors for America Act, or CHIPS Act, was signed into law this week, setting aside $52 billion to boost domestic semiconductor research and production.
The Price You Pay for Climate Policies: Understanding IMO 2020
IMO 2020 has contributed to higher shipping rates.
The Five Essential Advisor Marketing Funnels
In today's digital-first world, a marketing funnel is how financial advisors attract ideal prospects, engage clients and COIs, and stimulate referrals.
The Shipping Industry Has Never Been So Profitable as It Is Now
A “boatload” of news this week suggests that the shipping industry continues to look very attractive from an investing point of view. Global cargo carriers are estimated to have recorded $150 billion in profits in 2021, the first time they’ve collectively reached that figure in a single year.
Use Quick Video Messages to Connect with Contacts
Sending quick video messages is an effective way to stay top of mind and regularly remind your connections that you are a resource they can count on and trust.
As January Goes
January market trends historically set the direction for the full year per his title “As January Goes”. Well, so far, not so good!
Three Charts I’m Thankful for This Week
I hope everyone had a wonderful Thanksgiving full of family, love and laughter! Even if that wasn’t your experience, there’s still much to be grateful for.
Ignore the Year-End “It’s time to rebalance!” Advice
Just as leaves fall in autumn, you can count on the financial press to litter websites and other media with year-end “take losses and re-balance your portfolio” stories.
What, Me Worry?
As is the case with Evergreen, our partner firm Gavekal encourages an environment of “opinion exchanges”. In the latter case, much of that stems from the inherent philosophical divergences regarding economics and politics between its three co-founders.
When Will Business Travel Recover? Sooner Than You Might Think
Domestic business travel is well on its way to recovery. Forty percent of poll respondents said that business travel within the country where their firm is based has already resumed, while a third said that their company has either decided on a start date or is working toward a date.
Webinar Marketing: Which Format is Right for You?
Let’s take a more in-depth look at live and pre-recorded webinar formats, and what to consider when choosing which one is right for you.
The Six Things I Wish Someone Told Me About Marketing Automation
Imagine never having to do your least favorite chore!
He May Never Walk Again
Even the most promising future can change drastically by a life-threatening event. A healthy individual may require around-the-clock care and supervision after an accident, creating the need to solve complex financial planning problems.
Five Marketing Opportunities in the Pandemic
Here are five growth opportunities that will help you advance your firm while the competition sits on the sidelines.
How the Pandemic Changed Investors’ Needs
The pandemic has changed investor behavior. It has altered the qualities and services investors look for in a financial advisor.
Please God, Help Him Remain Stable
Denial and lack of cooperation from a mentally ill person can make treatment, caring and financial planning more difficult.
Five Reasons to Add Auto-Webinars to Your Marketing Mix
The big myth with webinars is that your audience cares whether it is live.
War (What is it Good For?)
Economic uncertainty has spiked given the escalating U.S.-China trade war; with increasing risk it weakens the dividing line between the manufacturing and consumer sectors.
Quarterly Letter
For the most part, the second quarter saw a continuation of the first quarter’s positive performance across many asset classes. This furthered a reversal of the dismal 2018 when every primary asset class was negative.
How to Share Content with Your Readers
To promote your financial services using content marketing, start by harnessing the power of your own website, social media and email marketing tools.
Four Reasons You Should Abandon Traditional Marketing
While traditional marketing can still be effective, they are four factors that make it costly and time-consuming.
Powell Channels Bernanke: “Subprime Debt Is Contained”
Recent comments from Fed Chairman Powell with respect to corporate debt echoes what Bernanke said in 2007 about subprime mortgage debt.
The Four Types of Financial Content Marketing
I will talk about the four different types of content you can create and what is unique about each one.
Blue, Red and Grey: Yield Curve Inversions
The inversion of the 10y-3m yield curve unleashed a sharp pullback in stocks; but the Fed’s “preferred” curve first inverted in early January.
A Closer Look at Debt and the Economy
I want to tackle a more evergreen topic, which is the implications on the economy of a high and ever-rising burden of debt. But I want to first differentiate between the deficit and debt.
The Beginning is the End is the Beginning: A Look at Recessions
Recession chatter is abundant lately. It’s increasingly the focus of Q&A sessions at investor events at which I’ve been speaking. I also received a series of questions last week about recessions from a Schwab colleague who has many younger Schwabbies on his team, most of whom have not lived as working adults through a recession.
The Five Most Powerful Growth Hacks
Whether you follow a systematic approach to growth or are looking for an “easy button,” growth hacks are a path that any practice, team or individual advisor can leverage.
The Power of Advisor Content Marketing: Five Smart Steps to Harvest Quality Prospects
Content marketing creates and shares content to attract, engage and inspire a chosen audience.
Options, Hurricanes and Hedging
We look at options “insurance” the same way we look at any asset: It can make sense at one price but make no sense at another. As you will see, at today’s price they make a lot of sense.
Direct Lending Funds – Are the Needs of Mid-Market Companies Being Met?
A look at Private Debt and Direct Lending in regard to funding small and medium-size enterprises (SMEs). An overview of current practices in the marketplace and how these debt funds either supplant bank lending and/or take debt financing to a “next level” providing flexibilities that didn’t exist pre-crisis.
Separating Markets from Politics, Is It Really A "Trump Rally"?
Rising equity prices and bond yields pose a puzzle for investors. Given equity valuations, some investors question whether the rally is peaking. This month, we examine the fundamental underpinnings of a steady economy, growth of company earnings and revenue, and pent-up consumer spending.
Federal Debt Is Not Our Biggest Problem
Why do so many pundits and politicians, including the future director of the Office of Management and Budget, beat the debt drum so loudly and so often? It’s one of the most effective, and most abused, wedge issues in American politics.
A 10-Step Plan to Manage Social Media
Here are the 10 things you need to do in order to effectively use social media.
Diversification is Working in 2016 (so far)
Asia-Pacific: Investment Implications of Our 2016 Secular Outlook
An Options-Enhanced Value Strategy
Brian Yacktman is the son of the legendary investor, Don Yacktman, and the chief investment officer, portfolio manager and a principal of YCG Investments. In this interview, he discusses how he has melded a traditional value-oriented approach with the use of options to deliver risk-adjusted outperformance for his investors. Please visit YCG Investments at booth 123 at Schwab IMPACT.
Report from Abu Dhabi ... and Dallas
What are the Biggest Market Worries?
Panic Is Not a Strategy—Nor Is Greed
The Market and U.S. Economy from a Small-Cap Perspective
Desperately Seeking a Cheaper Kilowatt Hour
A Farmland Investment Primer
First Quarter Commentary
Winter Quarterly Commentary
Chuck Royce on 4Q13: Abnormally High Returns Reinforce Our Absolute Bias
The QE Lemon Has Been Squeezed Dry
What's the Best Investment Advice You Received?
Feeding the Dragon: Why China's Credit System Looks Vulnerable
Bond Funds: You Get What You Don't Pay For
Dan Fuss and the Long-Term Outlook for Interest Rates
Change or be Changed