NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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6 Advisor TalkingPoints: Prepare for client interactions with this week's survey, including the latest on consumer spending, the labor market, and the VIX and the end of the eurozone recession—and what that may mean to investors.
Experts are mixed on whether QE should stay in place for significantly longer or tapering should begin.
In all the worry about bonds, investors forget that a bond's value actually increases the closer it approaches maturity, adding capital protection and income even in a rising-rates scenario. For investors looking for safety, diversification, and income, individual bonds can still be a good buy.
REITS and utilities have been hammered lately on the fear of rising interest rates. But where's the inflation? Where's the economic growth? A look at the yield curve and recent GDP forecasts suggests that the beatdown in interest-sensitive sectors has been overdone. Income investors should take another look.
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The AI-Powered Financial Advisor
Begins October 16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025