Posts by Daniel Keever
Let’s See How Far We’ve Come
As we close out the year 2023 and anticipate the arrival of 2024, it seems appropriate to look back and then look forward in anticipation of the New Year to come. Currently, stocks are yet again experiencing a textbook “Santa Claus Rally,” taking the US stock market within a whisper of all-time highs. The last…
Read MoreHow to Stand Out: Holiday Marketing 2024
It’s the holiday season, and financial advisors are readying their “here’s our ugly sweater” photos for social media. That said, what else should advisors be doing to make a meaningful impact in the lives of your clients and community? So, while you should still post pictures of your Turkey Day celebrations and office tree…
Read MoreWebinar: How to Create SEC-Compliant Testimonials for Advisors
Event Details When: On Demand Who: WealthPlan Group || Brian Thorp || Diana Cabrices Registration Required About the Event Referrals are the lifeblood of the financial advisor industry, but it was only in 2022 that testimonials were formally permitted for use by the SEC. When done well, these testimonials are potent assets to use…
Read MoreInflation, Interest, and Investing with Erik Ogard
CIO Erik Ogard recently sat down with financial advisor Wayne Wagner Jr., of Vizionary Wealth Management to discuss investment questions like: Portfolio construction Labor unions Housing market dynamics The impact of rising interest rates Join us as we explore alternative investment strategies, analyze the performance of different asset classes, and provide valuable insights into how…
Read MoreWebinar: Year End Tax Planning || Key Client Conversations
Event Details When: On Demand | Access Below Who: WealthPlan Group and Ben Birken, CFP® Event Description As we enter the final months of the year, what conversations should financial advisors be initiating with their clients around tax planning? We are joined by Ben Birken, VP of Subscriber Success at Holistiplan, to discuss the key…
Read MorePeer-2-Peer Forum: New Exit-Planning Service for Business Owning Clients || August 8th @ 10am CST
Our next Peer-2-Peer Forum features David DeCelle, the newest addition to WealthPlan Group! David is among the best known thought leaders in the industry, and he is joining WealthPlan Group to deliver a an exit-planning program that advisors can offer to their HNW business-owning clients. David will be sharing the new program outline as well…
Read MoreDavid DeCelle Joins WealthPlan Group
David DeCelle joins WealthPlan Group to launch a new service supporting the firm’s business owner clients in maximizing the sale of their business. OMAHA, July 18, 2023 – WealthPlan Group LLC has announced that David DeCelle has joined its team to help develop a new service offering for their advisors. This new service is designed…
Read MoreDid We Just Have a Banking Crisis?
A mere three weeks ago we were confronting a run on Silicon Valley Bank followed by a bank bailout orchestrated by the FDIC, the US Treasury, and the Fed. The official response was swift and robust. The Fed opened the discount window, member banks took advantage of the liquidity, banks across the country took…
Read MoreThe Shape of Things to Come
March 20th, 2023 What is a Treasury yield curve and why does it matter? There’s been a lot of attention from economic pundits and the financial press on the so-called “yield curve inversion” as an indicator of impending recession. Many people don’t know what the yield curve is and why inversion matters. The picture is…
Read MoreSVB Bank and US Depositor Risk
News headlines about the failure of Silicon Valley Bank (SVB) are everywhere. At this stage, speculation is rampant as to whether this will be an isolated event or whether other banks will experience similar challenges. Moreover, it is unclear whether this will lead to fallout in other industries for SVB’s depositors. The uncertainty is high…
Read MoreA Fresh Look at Money Supply
The economy in the broadest sense is a complex system of multiple inputs, outputs, and interactions between millions of variables and independent agents. As such, it can be a difficult thing to grasp, let alone predict. Nonetheless, economists and professional investors attempt to make predictions about the direction and magnitude of various aspects of the…
Read MoreTwo Inflation Prints and Earnings Expectations
Last week we had two inflation prints: one for the Consumer Price Index (CPI) and one for the Producer Price Index (PPI). While the headline grabber was that the monthly prints were above expectations (and they were) the Fed is nonetheless making considerable progress in its inflation fight as evidenced by both the CPI and…
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