Futures Friends’ Post

2/18/24 | Expectations, Reality, and Opportunity Fed and markets finally seeing "eye-to-eye" on the future of rate cuts. Markets went from 6 cuts starting in March to 3 starting in July. That's much more reasonable. Brian Jacobsen and Mark Beck review the week. We'll also cover financial planning for medical professionals, the great Baby Boomer Wealth Transfer, and learn more about an upcoming presentation preparing for the 'unexpected'. https://lnkd.in/gg7nDPQX

The next wave of financial conferences is here! Alan Moore joins us to share all the ways he is changing the game to get the most out of conferences. Learn more about his thoughts behind the exhibit hall and other features here - https://lnkd.in/eM_MXKHm #OnPurposeSpotlight #FinancialPlanning #FinancialConference

Silly Season officially starts this week! In this report we break down the state of the race, potential outcomes, and the expected impact on asset classes, sectors, specific companies, monetary policy, and more. Enjoy!!

Investors often ask, “What are families like ours doing with their wealth?” To help answer that question, Bernstein interviewed families from around the world about their top-of-mind concerns. In this episode of The Pulse by Bernstein, author Anne Bucciarelli, CFA shares the extraordinary ways families are using their wealth to make a lasting impact based on her new study, "Wealth Beyond Measure". Listen now! https://lnkd.in/eUz4RS_u

Investors often ask, “What are families like ours doing with their wealth?” To help answer that question, Bernstein interviewed families from around the world about their top-of-mind concerns. In this episode of The Pulse by Bernstein, author Anne Bucciarelli, CFA shares the extraordinary ways families are using their wealth to make a lasting impact based on her new study, "Wealth Beyond Measure". Listen now! https://lnkd.in/ekwJz4d6

Investors often ask, “What are families like ours doing with their wealth?” To help answer that question, Bernstein interviewed families from around the world about their top-of-mind concerns. In this episode of The Pulse by Bernstein, author Anne Bucciarelli, CFA shares the extraordinary ways families are using their wealth to make a lasting impact based on her new study, "Wealth Beyond Measure". Listen now! https://lnkd.in/eadqATbP

Good news for 2024!

Investors often ask, “What are families like ours doing with their wealth?” To help answer that question, Bernstein interviewed families from around the world about their top-of-mind concerns. In this episode of The Pulse by Bernstein, author Anne Bucciarelli, CFA shares the extraordinary ways families are using their wealth to make a lasting impact based on her new study, "Wealth Beyond Measure". Listen now! https://lnkd.in/exp3vA34

CASE STUDY: Preventing "Over-improvements" - money you will likely not get back in future sale proceeds FOCUS: Saving initial cash outlay NOW - Increasing your financial returns later ASSIGNMENT: Determine the local market "max value" when vetting a properties potential worth - leveraging local market data & analytics

Jake's letter talks about Morgan Housel's latest book "Same as Ever".  I bought and read this book immediately after it came out. A great read - I highly recommend it. In the book, Housel emphasizes the aspects of our lives and world that DON'T change, especially about the human psyche. Desire, greed, fear, anxiety - all things that are a constant in people. These constants, to an extent, equate to the predictability of our world. By better understanding how people react to news, turbulent markets, and uncertain political climates, we as advisors can more effectively guide our clients. Our investment philosophy focuses on DISCIPLINE - chasing short-term returns and immediate satisfaction won’t take you far, nor will it last.