- Joe Innace
PEOPLE & PROCESS:
Falcon Wealth Planning took flight in early 2015. Flash forward seven years and the Ontario, California financial planning/tax specialist firm is ranked among the fastest growing registered investment advisors (RIAs) in the country.
Especially, since December of 2021, Falcon Wealth Planning has been soaring. Consider: Ending 2021 with nearly a half-billion dollars in assets under management (AUM) Falcon Wealth was recognized on Citywire’s 50 Grower’s Across America list for 2021, noting it as one of the fastest-growing RIAs in the state of California.
A recession is expected in the United States starting in the fourth quarter, according to The Conference Board, but it is forecast to be brief and shallow. There are risks, however, of a global recession.
Among the megatrends highlighted by The Conference Board are the pandemic and the war in Ukraine, which continue to dominate its outlook. Others include supply chain disruptions and inflation, central banks tightening monetary policy, and the impact of the lingering pandemic and demographics on labor markets.
It's been an amazing couple of years for the mergers and acquisitions market. Despite inflation, rising interest rates, uncertainty over the economy's direction, and an ongoing war in Ukraine, the M&A market has experienced a wave of activity.
In the U.S., states began to shut down in mid-March of 2020 to prevent the spread of Covid-19. At the time, M&A market activity had dropped significantly, according to GlobalData, a U.K.-based data, and analytics firm. The number of announced M&A deals fell from 2,349 in February 2020 to 1,984 in March 2020 globally, whereas the corresponding deal value decreased from $151.2 billion to $129.9 billion.
-
Nov 07, 13:31 pm
PEOPLE & PROCESS:
-
Nov 02, 07:02 am
‘Brief and shallow’ recessions in U.S. and Europe: The Conference Board
-
Nov 01, 08:41 am
Mergers & Acquisitions Timeline: Robust market looks to continue
Since its founding in 1916 The Conference Board has been a member-driven think tank — as well as a non-partisan, and a not-for-profit entity. Its mission has been steadfast: to provide trusted insights to help its members anticipate what’s ahead, improve corporate performance and better serve society.
he Conference Board was established by executives and U.S. business leaders “during a prolonged period of economic turmoil,” as noted in its historic timeline.
- Amy Armstrong
Adjustable-Rate Mortgages Make a Comeback
The recent uptick in the use of Adjustable-Rate Mortgages (ARMs) is raising financial eyebrows as analysts in the housing loan market watch for its potential impact.
“Be aware, be educated before you jump in,” Linda McCoy, president of the National Association of Mortgage Brokers, told the New York Times in mid-June 2022. “There are still risks.”
Nearly 11% of all mortgage applications in May 2022 were of the ARM variety, according to HousingWire.com, an independent analysis
- Joe Innace
TOP-TIER Investment Research for the Masses
Anyone tuning into CNBC, Bloomberg, Fox Business or following the markets in the major financial press has most likely seen or read about Tom Lee. He founded New York-based Fundstrat Global Advisors in 2014, after more than 20 years and having received numerous accolades as a Wall Street strategist with Kidder Peabody, Saloman Smith Barney and J.P Morgan. Most recently, in 2020, he launched FSInsight as an offshoot company of Fundstrat.
- Joe Innace
Worried about market volatility? Don’t be.
The war in Ukraine. The pandemic. The subprime mortgage crisis. The DotCom bubble bursting. These are all crisis events that created varying degrees of market volatility. They are painful, unforeseen times when investors tend to seek safe havens — but often no asset class is safe. And such events have given rise to a financial planning and investing concept known as crisis correlation.
“I got crushed personally, as well as friends and family and nearly everyone in the equity markets, back in 2000 when the dotcom market crashed,” Scott Andrews, CEO and co-founder of InvestiQuant told Advisors Magazine in a recent interview. “Almost everything sold off; virtually
- Joe Innace
A Vaccine for Financial Instability
With families and nations scrambling to hang on during the economic rollercoaster of the COVID-19 pandemic, more than 50 top researchers from around the world are coming together in the G53 Financial Literacy and Personal Finance Research Network. Launched in early December 2021, the new group aims to expedite research and solutions that can help people be better prepared for financial crises, big and small.
The G53 Network brings together the best researchers in the field of financial literacy and personal finance. The group refers to itself as the G53 Network in recognition of the academic code – G53 – that denotes the field of financial literacy. Fittingly, the network launches with 53 founding members from around the globe.