Tag Archives: #Market

Episode 197 – Investing in Turbulent Times: A 2023 Recap and 2024 Outlook with Matt Berger

January 30, 2024Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Advisorpedia, #DougHeikkinen, #Economy, #Fed, #FinancialAdvisors, #Investors, #LincolnFinancialGroup, #Market, #MattBerger, #PowerYourAdviceJulia Smollen

Matt Berger is the Vice President of Client Investment Strategies at Lincoln Financial Group, a firm that has been helping millions of people plan, protect, and retire for over a century.

In this podcast, we analyze market dynamics, economic resilience, and insights from Lincoln Financial Group’s Matt Berger as we set the stage for investors in the transformative year ahead.

Topics also discussed:

Reflections on the markets in 2023, investor expectations, and recency bias.
Counterintuitive investor behavior of pouring into money market funds despite strong market conditions, highlighting a mismatch between market reactions and investor actions.
The resilient economy in 2023 and the risks for the economy in 2024.
The potential for the Fed to pivot in 2024 based on disinflationary trends and market expectations, with insights into the Fed’s likely rate cuts.
Market performance during election years, emphasizing market indifference to politics but potential volatility due to uncertainty.
Outlooks for 2024: Mixed sentiments among investors, with short-term traders facing potential volatility, and long-term investors advised to focus on goals and maintain a diversified portfolio.

Resources:

Subscribe to Lincoln’s Market Intel Exchange, the chartbook that keeps you informed on the most notable economic and market insights from the quarter.

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Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations.

Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.

The views expressed are those of the speaker and not necessarily of any Lincoln Financial Group affiliate or the broker-dealer, or any affiliates. These views are not based on any particularized financial situation, or need, and are not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific strategy, product or service. Investing involves risk including the risk of loss of principal.

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Episode 196 – The Scalable Future of Annuity Management with Rich Romano

December 22, 2023Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Annuities, #DougHeikkinen, #FidX, #FinancialAdvisors, #Market, #Portfolios, #PowerYourAdvice, #RichRomano, Hashtags for publishing: #AdvisorpediaJulia Smollen

Rich Romano is the CEO and Co-Founder of FIDx, a technology-empowered network that seamlessly integrates the brokerage, insurance, and advisory ecosystems to offer best-in-class annuities and insurance solutions from the industry’s leading carriers.

In this episode, Rich discusses the transformation of the annuity business through FIDx’s integrated platform, addressing barriers faced by advisors, changing attitudes towards annuities, and plans to enhance scalability and adoption.

They also discussed:

Rich Romano’s background and career journey, highlighting his experience in actuarial work, product development, and consulting in the insurance industry.
The inception of FIDx and its mission to revolutionize the annuity business.
The development of an insurance exchange in collaboration with Investnet to streamline processes for advisors working with multiple carriers.
The barriers faced by advisors in offering annuities.
Changing attitudes of advisors towards annuities, discussing the impact of market volatility, interest rates, and the evolution of insurance product offerings.
The role of education and technology in simplifying the annuity business for advisors, with a focus on the services provided by FIDx and its partners.
Trends to watch in 2024, particularly in the fee-based annuities sector, and the need for scalable solutions to enhance adoption.
FIDx’s plans for the future, including the development of an overlay marketplace that aligns with the practices of fee-based advisors, allowing for active management of assets with added insurance protection.

Resources:

FIDx

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Episode 178 – Decoding the CRE Puzzle with Amna Nawaz

August 22, 2023Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Advisorpedia, #AmnaNawaz, #Assets, #CRE, #CrowdStreet, #DougHeikkinen, #FinancialAdvisors, #Hospitality, #Market, #PowerYourAdviceJulia Smollen

In this episode, listen as Amna Nawaz, Investment Analyst in the OCIO at CrowdStreet, discusses the world of commercial real estate, uncovering mispriced opportunities, market trends, and the art of navigating a changing economic landscape.

They also discussed:

Mispriced opportunities in the CRE market due to inefficiencies, especially in the face of historically high interest rates.
Examples of mispriced opportunities, like discounted multifamily deals with assumable debt and attractive basis.
The CrowdStreet commercial real estate outlook report, covering major and niche asset classes and key themes.
Geographic considerations focus on caution, favoring primary, affordable, and coastal markets.
Optimism for the future of CRE, highlighting viable deals and creative strategies amid market adjustments.

Resources:

CrowdStreet

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Episode 163 – Axos Takeover: Watching the Market While Watching the Consumer with Michael Scaplen and Chris Versace

June 1, 2023Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Advisorpedia, #AI, #AxosClearing, #ChrisVersace, #CommercialRealEstate, #Consumer, #DougHeikkinen, #FinancialAdvisors, #Market, #MichaelScaplen, #PowerYourAdvice, #TematicaResearchJulia Smollen

In this episode, Michael Scaplen, Head of Business Development at Axos Clearing, hosts an exclusive Axos Clearing “AxKicker Podcast” for the Power Your Advice series. Michael is joined by Chris Versace, the Chief Investment Officer and Thematic Strategist at Tematica Research: the lead Portfolio Manager for the Action Alerts Plus newsletter.

Michael and Chris dive into the current state of the market, the effects of inflation and other factors on it, and how Axos Financial and Tematica Research are prepared for the short-term and long-term impacts.

They also discussed:

The possibility of one more quarter-point coming on
If inflation will continue to rise and the sequential impacts that might follow
The concern of the retail community over-leveraging themselves in this inflation environment
The near future of brick-and-mortar establishments and commercial real estate as a whole
The future of online banking technologies and how Axos Financial is at the forefront of the movement
The AI-driven impacts on the stock market
Thematic versus sector investing