Investing Counterpoint

Investing Counterpont Episode 4:

SNAP recently reported dismal earnings and stopped future guidance altogther. How can you model the impact of this event and general deterioration of Big Tech earnings on your clients’ portfolios? In this episode we run stress tests around yield curve scenarios and discuss internet shocks. Learn how to discuss these issues as a financial advisor with your clients.

https://rixtrema.com/landings_pctpro?source=soundcloud270722

Daniel and Yon discuss possible scenarios and stress testing clients' portfolios for different shapes of the yield curve. What happens if Fed keeps increasing short term rates, long term interest rates fall? Find out in this episode of the Investing Counterpoint Episode 2

#retirementplanning #retirement #retiremeradvisor #stresstest #finance #financialadvisor #fed

Become a Trusted Risk Management Advisor By Applying Science-Based Risk Software!

Portfolio Crash Testing PRO - https://rixtrema.com/landings_pctpro?source=vimeo

The Fed is taking a hawkish stance to quell rampant inflation, but doing so on the verge of a potential recession. Given this and the recent supply shocks, increasing the Fed Funds Rate to 3.5% may have unintended consequences. Yon Perullo and Daniel Satchkov of RiXtrema explain how financial advisors should model these scenarios to clients.

Advisors have been using LE Pro to win retirement plan business for a few months and have sent thousands of emails to prospects. This podcast will examine the e-mail success metrics and discuss what the future of marketing looks like in LE Pro.

https://rixtrema.net/larkspurexecutive/landingpage?source=soundcloud-07-23

The final installment of our four-part Reg BI Podcast series examines what is known about the SEC's REG-BI Examinations. While the examinations appear to be geared towards broker-dealer's, RIAs can learn a lot about how to comply by learning what the SEC will be looking for during these examinations.

https://rixtrema.net/regbioptimizer/requestdemo?source=soundcloud

In the third installment of the four-part Reg BI Podcast series, Yon Perullo delves into form CRS, which is potentially the most important form of Reg-BI and will effect every financial professional working with retail clients.

https://rixtrema.net/regbioptimizer/requestdemo?source=soundcloud

Installment 2 of a four-part series on Reg BI. Yon Perullo reviews the key components of Reg-BI and highlights the critical issues to ensure compliance.

https://rixtrema.net/regbioptimizer/requestdemo?source=soundcloud

This is the first installment of a four-part series on Reg BI. Yon Perullo discusses the current legal challenges to Reg-BI and why you shouldn’t rely on the courts to save you from compliance.

https://rixtrema.net/regbioptimizer/requestdemo?source=soundcloud

Jean Palmer-Maloney is the Co-founder of ABEM Digital Creations, a marketing consultancy company that helps businesses by connecting their internet appearances into a profit-making presence.

Jean gave us a crash course on how financial advisors can harness funneling and internet marketing to generate new business leads.

Part of ABEM’s profits goes to supporting the Stardust-Startup Factory, Jean’s non-profit that provides small grant seed funding to sustainability entrepreneurs.

Learn more about Jean Palmer-Maloney’s ABEM Digital Creations at their website: https://abemdigitalcreations.com/

Stardust Startup Factory: https://starduststartupfactory.org/

Yon Perullo and Daniel Satchkov discuss how RiXtrema's Larkspur Executive premium packages can take your email marketing campaigns to the next level with targeted email sequences.

To learn more - https://rixtrema.net/larkspurexecutive/landingpage

To request a demo - https://rixtrema.net/larkspurexecutive/requestdemo