YCharts

Looking forward to nerding out tomorrow on tax-efficient withdrawals with the YCharts folks! 😁

What marketing tactics are working the best right now for advisors to actually produce growth? I surveyed my friends on social media, and the answers were soooo good (and specific). Here's some of what I heard👇 🤝 Hosting client events Emory G. Hendrix Jr., AAMS® has found A LOT of success hosting events! In fact, 90% of his new business comes from client introductions and client events. If you haven't already - give webinars a try. Webinars are a low-cost, low-lift type of event that works so great because you can invite anyone, anywhere - and ask them to bring a friend!- yet only 24% of advisors have ever hosted a webinar. 🎥 Create video You know I ❤️ video marketing! And it’s working for Mike Zung, CFP®, founder of Java Wealth Planning, LLC, as well. He has found most of his success on YouTube (not surprising - Youtube is the second largest search engine, and people who aren't yet connected with you have a MUCH better chance of finding your video there). Video is an incredible way to provide information in an engaging way. 📱 Social media With an astounding 4.9 billion people on social media, you don't need me to tell you it's a great way to build an audience. And Dustin DeFranco, founder of DeFranco Financial, has found a lot of success on Facebook and community involvement. He sponsors local teams and then connects those community sponsorships to his social media posts - getting great engagement on his posts. It’s a great way to support your local community while also building your own brand. (click over to the article to see how he does it) 📧 Email marketing Jeremy Walter, founder of Fident Financial, LLC, uses weekly emails as a way to build trust and provide value to prospects and clients. The ROI of email is incredible, as you can reach thousands of people with a single click! And according to a recent YCharts report, it’s the preferred method of communication for most clients (If you have trouble with weekly email marketing - check out FMG 's "Do It For Me" Marketing program - Susan Theder and I write weekly emails for you to use as-is OR edit and make your own) 🎙️ Podcasts Ryan Burklo, WMCP®, RICP®, RICP® and Alex Collins, ChFC ®, CFP ®'s podcast “Beer and Money” is described on their site as a “financial fireside chat.” What I love about podcasts is the conversational manner. It’s a fun way to connect with your audience while teaching them something. Don't have a podcast of your own? Try appearing as a guest on other's podcasts. Rubin Miller, CFA of Peltoma Capital Partners appeared on 3 podcasts and got three new booked prospects from that alone in 3 months! So now I'm dying to know - where have you found the most success in your marketing? #FinancialPlanning #FinancialMarketing #InvestmentManagement https://lnkd.in/eATQbxFC

Ready to transform your retirement withdrawal strategies for clients? 📣 LAST CHANCE: Join Michael Kitces tomorrow at 2PM ET/1PM CT as he reveals expert strategies for achieving optimal tax efficiency throughout your clients’ retirement. Save your seat for insights into smoothing out client tax brackets year over year and reducing cumulative taxation (PLUS earn a 1hr CE Credit) ➡️ https://hubs.la/Q02G0f9P0

New features on #YCharts: 📊 Minimize a client’s tax liability and simplify the portfolio transition process with the Transition Analysis Tool 📃 Review and track report history for adherence to compliance policies with Compliance Admin Groups 🔐 Enhance account security with MFA features to safeguard your data against unauthorized access Discover all the details in our June Product Update ➡️ https://hubs.la/Q02Frgmq0

💡Did you know? Spending taxable dollars first while pushing off tax-deferred accounts can lead to excessive growth... Which can push clients into higher tax brackets and reduce their overall wealth during retirement🚫 Explore a more effective approach to tax-efficient withdrawals with Michael Kitces on July 11th at 2PM ET/1PM CT to discover how a balanced strategy can help you avoid these pitfalls and preserve your clients’ wealth. 🔍 What You'll Learn: ✅ Overcoming the limitations of traditional strategies ✅ Benefits of integrating different account types ✅ Techniques for managing client investments for long-term tax benefits PLUS, learn about YCharts’ new Tax Transition Analysis tool to help streamline your workflows and minimize your client’s tax burdens. . . . Register to earn a 1-hour CE credit! ➡️ https://hubs.la/Q02FdY680

It has been a strong year for long-equity investors, with 60% of S&P 500 constituents powering the index by 14.5% in the first six months. 📈 Among the 303 positive constituents, here are some top performers in the first half of 2024: 👉 Super Micro Computer (SMCI): up 187% 👉 NVIDIA (NVDA): up 150% 👉 Carnival (CCL): up 24% higher in June alone to get back to even 📉 On the flip side, among the 200 negative constituents, the laggards include: 👉 Walgreens Boots Alliance (WBA): down 54% 👉 Lululemon Athletica (LULU): down 42% 👉 Intel (INTC): down 38% Dive deeper into our comprehensive Market Wrap + Slide Deck to explore June’s market dynamics, treasury yields, and emerging opportunities that could redefine your investment strategy: https://hubs.la/Q02F1fCR0

As the presidential election draws near, market uncertainty is peaking, and investors are feeling the pressure. How will you guide your clients through these turbulent times? Our comprehensive Election Guide provides essential data-driven insights to address the surge of client questions, including: 💭 How has the market performed historically under different presidencies? 💭 What happens if I invest based solely on the president’s political party? 💭 How did the market react to Trump's election vs. Biden's election? Download the guide and empower your clients to navigate the upcoming election with confidence ⤵️

🚨Traditional retirement strategies might be leading your clients to higher tax bills🚨 Join Michael Kitces on July 11th @ 2PM ET/1PM CT for an exclusive webinar where he will reveal advanced strategies to manage your clients' retirement funds more effectively and reduce their tax liabilities by leveraging: 👉 Systematic Partial Roth Conversions 👉 Capital Gains Harvesting Register now to learn about YCharts’ NEW Tax Transition Analysis tool to revolutionize your approach to tax planning, PLUS earn a 1hr CE Credit ➡️ https://hubs.la/Q02DyKx40

After a two-month dip, Money Market funds have staged a remarkable comeback, capturing $62.3 billion in inflows🚀 Equity funds rebounded strongly from a slow April, securing $39.2 billion in net inflows. The driving force behind this surge? A staggering $58 billion flowed into equity ETFs, highlighting sustained investor confidence. Meanwhile, Fixed Income funds continued to attract investor interest, garnering $30.3 billion, with Fixed Income ETFs alone drawing in $24.4 billion. Gain deeper insights into the latest trends shaping May's Fund Flows in our comprehensive Report + Deck ➡️ https://lnkd.in/e7JmY-wx

🚀 Exciting Insights from May's Fund Flows in the Latest Asset Management Pulse⤵️ 📈 May 2024 proved to be a month of shifts in fund flows. There was a substantial rebound in Equity funds, particularly in ETFs such as SPDR® S&P 500® ETF Trust (SPY), Vanguard S&P 500 ETF (VOO), and Invesco QQQ Trust (QQQ). 🔄 Money Market funds also saw a remarkable turnaround, drawing in a whopping $62.3B after two consecutive months of outflows.   #AssetManagement #ETFs #InvestmentTrends #YCharts #FundFlows #EquityETFs #MoneyMarkets