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What's going on out there? #34
Let's talk about what's going out there this week! Watch our video and let us know your thoughts in the comments below.
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What's Going On Out There? #33
Check out the video and let us know your thoughts on what's going on out there in the comments below! :)
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What's Going On Out There? #32 - Insurance Companies Using Drones?👀
Why are some insurance companies using drones? Learn why and what for on today's episode of What's Going On Out There?". Let us know your thoughts in the comments.
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What's Going On Out There? #31
Let us know what you think about what's going on out there this week in the comments below.
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🚨New Video🚨 📹 What's Going On Out There? #30 - Morgage Rates🏠
Check out our latest episode of "What's going on out there?" and let us know your thoughts in the comments!
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🚨New Video🚨 📹 What's Going On Out There? #29
Check out the latest episode of What's Going On Out There? and let us know your thoughts in the comments bellow. :)
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What's Going On Out There? #28
Today's version of "What's Going On Out There?" is coming to you via a quick video. Let's discuss the implications of AI (Artificial Intelligence) in our world of financial planning. Watch and share your thoughts with us below.
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What's Going On Out There? #27
Well, the restaurant chain Wendy's sure stirred up some controversy this week and at least one of their competitors is hoping to cash in on their PR mess. Wendy's is finding out that even mentioning dynamic pricing for fast food is not a winner with consumers, especially when food prices in general are still quite high.…
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What's Going On Out There? #26
Well, I apparently failed to post this last week and found it in my drafts. Sorry about that! In the Wall Street Journal last week, we read about the SEC expanding it's oversight into government-issued securities. The SEC's position is that this will help protect investors and maintain market efficiency. Industry analysts…
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What's Going On Out There? #25
Well the big news this week is that the Fed decided to take no action with interest rated. The Dow and S&P 500 indexes, which had reached new highs earlier in the week, pulled back on Wednesday. What do you think the Fed will do in future meetings and how do you see it affecting the stock and bond markets? When do you…
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What's Going On Out There? #24
From the WSJ this week, the Dow and the S&P 500 both set new highs so far this month. The Fed is indicating there may be interest rate decreases later this year which will likely be good for the bond market. All good news for now. On the other hand, consumer debt, especially credit card balances, is increasing and bank are…
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What's Going On Out There? #23
In meeting with my clients so far this month, many are asking what I think the market will do in what looks to be a rather contentious election year. Like most of you, my clients run the gamut from very conservative to very liberal and so I respond in a politically neutral way, but I don't sidestep the obvious strengths…
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What's Going On Out There? #22
The theme of several articles and opinion pieces in the Wall Street Journal recently indicate that the US economy did indeed get that "soft landing" everyone was hoping for. Inflation is down, prices are beginning to moderate, though not across the board, and the major stock indexes are at or near all time highs. And yet,…
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What's Going On Out There? #21
As 2024 begins, I'd like to hear what you are excited about going into this year. The beginning of the year is a time for reflection and planning and I'd love to hear what you're hoping for this year with regards to your financial planning practice. For me, I am excited about meeting with my clients junior and senior…
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What's Going On Out There? #20
As the last post of 2023, I just have one question. What do you think has had the greatest impact on financial planners in 2023? The stock market's amazing final run? FINRA's new CE requirements? I'd love to hear your thoughts.
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What's Going On Out There? #19
There's been quite a bit of speculation as to what the Fed plans to do with interest rates over the next several months. With inflation pretty much under control, and concerns about the economy slowing, should they consider lowering rates? Or, with the economy and particularly the stock market doing well right now, do they…
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What's Going On Out There? #18
This week the Dow and the S&P500 each reached levels they haven't been to since January 2022. While economic signals are still mixed, the market response has been quite bullish this year. Inflation is down, but prices are still up. Real estate prices are staying up, but so are mortgage rates. Like I said - mixed. Why do…
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What's Going On Out There? #17
This week, the Wall Street Journal had an article that gold reached a new high on Tuesday at $2,018.50. If you're like me, you know people who have purchased physical gold in the past. Many of these people have justified the purchase by saying "it's an investment" or a "hedge against inflation". And, while both of these…
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What's Going On Out There? #16
There have been numerous articles over the past year on the challenge of getting employees to go back to the offices they worked in before the pandemic. Some employees relocated when their company went virtual to take advantage of a lower cost of living in another area. Others say they don't want to go back because they've…
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What's Going On Out There? #15
The stock market has made an impressive rally in the last few weeks with the S&P500 up about 17% year-to-date. The iShares Global Clean Energy ETF is down about 30%. With all of the emphasis on reducing carbon emissions, why do you suppose the market as a whole is up, but a green energy ETF is down?
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What's Going On Out There? #14
This week there has been quite a bit in the news about how China's economy is struggling and foreign investment in China is decreasing with some firms pulling out of China completely. China has been viewed by many companies as an opportunity for growth, but it appears that is starting to change. Political pressure adds to…
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What's Going On Out There? #13
The headline of the Wealth Management section of the Wall Street Journal dated October 30, 2023 is: Can AI Replace Your Financial Adviser? Not Yet. But Wait. The article goes on to evaluate how ChatGPT, a generative AI, compares today to what a financial adviser can do. Those of us who use planning software have been using…
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What's Going On Out There? #12
Today I just have a question about what is driving the stock market. Do you think that all of the geopolitical news (Russia/Ukraine, Israel/Gaza, Biden family issues, Trump legal issues, etc.) is having any impact or is it mostly being driven by interest rates, inflation, and prices? I'd love to hear your thoughts.
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What's Going On Out There? #11
Let's take stock of what IS going on out there. We have war in Ukraine and Gaza, China's economy isn't looking very good, the UAW is on strike, inflation is still an issue, and mortgage rates are approaching 8%. On the other hand, the job market remains strong, consumer spending also remains strong, and despite the higher…
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What's Going On Out There? #10
This week I really don't want to post about the markets or interest rates or inflation. I just want to mourn for the lives that were senselessly lost in Israel this past week and to process how I feel about that. Here in the US, much remains the same at least for now, but that could change quickly if this war escalates and…
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What's Going On Out There #9?
The 10-year Treasury yield has reached 4.8% and the Wall Street Journal indicates this is pulling people out of the stock market. The Dow, S&P 500, and NASDAQ indexes are all down 4.85%, 5.82%, and 6.35% respectively in the past month. What are you seeing in your practice? Are your clients shifting from stocks to bonds?
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What's Going On Out There? #8
If you haven't heard, the UAW is simultaneously striking against all of the Detroit Three car manufacturers. One of the major demands from the UAW is a significant pay increase and a significant decrease in work hours. While a pay increase will certainly help any individual who gets it with the effects of inflation, on the…
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What's Going On Out There #7
Market signals are mixed right now. Unemployment is up a bit, but that's likely because more people have resumed looking for work. Home prices are climbing again, but interest rates are still high. inflation is down, but prices are not and wages aren't keeping up. And there's plenty more, but what I'd like to know is what…
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What's Going on Out There #6
This week's post is quite short and straightforward. After a nice summer rally, the stock market seems a bit jittery. What do you think the market will do this fall and why?
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What's Going On Out There #5
The SEC lost on appeal in the U.S. Court of Appeals in Washington, DC this week in an effort to prevent Grayscale Investments' planned launch of a Bitcoin ETF. This paves the way for Grayscale to offer a Bitcoin ETF . What do you think the appetite of the marketplace is for such an ETF?
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What's Going On Out There #4
In today's Wall Street Journal, there is a report that the SEC has approved "sweeping new rules aimed at overhauling the way private-equity and hedge funds deal with their investors." The rules restrict these funds ability to cut deals with large investors that give them better terms than the average investor can get. What…
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What's Going On Out There #3
In this week's Wall Street Journal, there have been some article and opinion pieces on whether or not the Fed can tame inflation and do so without causing a recession. It appears the odds of the US economy achieving this "soft landing" are looking pretty good. What do you think?
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What's Going On Out There? #2
Each week I plan to post something that I glean from the pages of the Wall Street Journal for a discussion of current events. This week's topic is inflation. While the rate of inflation is declining, prices remain higher than they were prior to the surge in inflation. So, please respond to this thought - even if inflation…
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What's Going On Out There? #1
Each week I plan to post something that I glean from the pages of the Wall Street Journal for a discussion of current events. This week's topic is China. There have been several articles lately about how the Chinese economy is struggling to rebound after the most recent round of COVID shutdowns. What are your thoughts on…