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🎙️ Introducing "What Does It Mean?" - Our Newest Financial Podcast! Join hosts Chris Versace, Lindsey Bell, and Bob Lang as they cut through the noise to bring you the key insights impacting the stock market, the economy, and your money each week. With varying perspectives and expert guests, every episode wraps up with a valuable lesson for your finances. Tune in to the premiere episode now! 💡

📊 With both economic and inflation data continuing to weaken, expectations of Fed rate cuts are rising. Notably, following the latest consumer price index (CPI) report, which was weaker than expected, the odds of Fed rate cuts by September rose sharply. According to the CME, the odds of a 0.25% cut to the Fed rate are now 90%.

Client complaints are a fact of life. It is virtually impossible to run a service business where everyone is happy 100% of the time. The art of good client complaint handling is knowing when to fight and when to just fix it.

5 potential catalysts for markets during the second half of the second half of the year.

The job market is in wait-and-see mode. Sure, hiring is still happening at what experts call a more normalized rate (aligned with historical averages). Over 200k jobs were added in the month of June. But this normal is different. It's a new normal.

In this episode of Power Your Advice, Kunal Shah of iCapital explores the rising interest in alternative investments, emphasizing the importance of education, data-driven model portfolios, and technological advancements to simplify and optimize advisor investment strategies.

In today’s investing landscape, we’re seeing financial advisors navigate several key trends in how they deliver portfolios to their clients. One major decision they face is whether to outsource or use a third-party manager for their investment process and the portfolios they offer to their clients...

Heading into the second half of 2024, we see reasons for continued market optimism. However, with equity markets back in overbought territory and the potential for increased headline risks, there are reasons for potential market consolidation in the near term. See five potential catalysts/themes that could potentially present risks to markets during the second half of the year.

🌐 The Next Wave of Innovation in AI and Biotech Major players like Microsoft and Google are pouring billions into AI infrastructure, signaling an unprecedented surge in technological progress. Meanwhile, advancements in biotech, fueled by cutting-edge AI tools from firms like Profluent, are set to transform healthcare and gene editing. 🔗 Understand the intersection of AI and biotech and how emerging regulations may influence this rapid evolution.

One of the big decisions retirees face, and it’s a discussion that highlights the need for advisors, is what to do with their current house.