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Labor data is not matching up: There's demand in certain infrastructure areas, but shortages in areas such as welding and the trucking industry. This is something to keep an eye on.
This client letter template reviews some of the key trends of the previous month, including updates in Fed policy, geopolitical instability around the world, and job growth. Use the template to create your own customized letter and relay information to clients in a friendly, accessible tone.
Bond fund increases in the last month indicate investors are still cautious.
Advisor TalkingPoints: Prepare for client interactions with this week's review looking at some of the upbeat economic data, high-yield jitters, and the latest from the European Central Bank.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025