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HB to Present CPA/Wealth Advisor Confidence Survey™ Findings, Wednesday 10am ET
- by: Hank Berkowitz
- October 21, 2020
No CommentsBack in 1986, Warren Buffet made one of his most astute observations: “Occasional outbreaks of two super-contagious diseases—fear and greed—will forever occur in the investment community. The timing of these epidemics will be unpredictable.” He could have not been more prophetic. As we were winding up our 4th annual CPA/Wealth Advisor Confidence Survey™ in late
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High Performing Advisors Work the Press
- by: Hank Berkowitz
- June 24, 2020
Our newly released Wealth Advisor Confidence Survey™ 2020, shows that cultivating media relationships is something that high-performing firms do a lot better than low-performing firms. Garnering press was once again among the Top 4 thought leadership tactics for CPAs, Wealth Advisors and Estate Planners in 2020 with nearly four out of five respondents (78%) rating
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Not Your Grandfather’s Recession
- by: Hank Berkowitz
- September 16, 2019
Our annual CPA/Wealth Advisor Confidence Survey™ shows that almost half of advisors (47%) expect a recession within the next 12 months–up from one third of advisors (33%) who thought so at this time a year ago. Now that we have an inverted yield curve on top of escalating trade tensions with China, slowing business investment and waning
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Survey: Highest-Performing Advisors Earn their Media Coverage and Bylines
- by: Hank Berkowitz
- July 17, 2019
It was great seeing so many of you last week at the NYC @AccountingShow. Here’s a link to my presentation about the findings from the 2019 CPA/Wealth Advisor Confidence Survey™ with the one and only Rick Telberg @CPA_Trendlines. Click here for the presentation. As shown below, the highest performing advisors tend to put the greatest
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Survey: Highest-Performing Advisors Do the Most Public Speaking
- by: Hank Berkowitz
- July 8, 2019
As we compiled the results of our 2019 CPA/Wealth Advisor Confidence Survey™, we wondered if there were any data points separating the most optimistic advisors from all the rest. Every type of advisor seems to be more concerned about the economy, the high value of the stock market, the inverted yield curve and Trump tariffs
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Are Target Date Funds Missing the Mark?
- by: Hank Berkowitz
- April 25, 2019
In this age of Amazon and Uber convenience, it’s tempting for many investors to take the “set it and forget it route” when it comes to retirement planning or tuition financing. In fact, defined contribution money managers reported a large jump in target-date assets under management to $1.44 trillion as of Dec. 31, up nearly
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Survey: CPAs, Wealth Advisors Increasingly Pessimistic about Markets, Economy
- by: Hank Berkowitz
- March 16, 2019
DC turbulence, Trump tariffs and overvalued stock market leading causes of concern. But, nation’s financial literacy gradually improving Nearly 90-percent expect market correction within 12 months. More than half (52%) say recession is “somewhat” or “very” likely. Highest-performing firms most likely to publish, speak and do media interviews. Wealth advisors are far more optimistic about
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Survey: Another Market Correction Likely in 2019. Should We Be Worried?
- by: Hank Berkowitz
- March 11, 2019
Our recently completed Wealth Advisor Confidence Survey™ 2019 found that nearly 90 percent of independent financial advisors and CPAs expect at least one more double-digit stock market correction over the next 12 months. Again, they don’t necessarily think we’ll end 2019 in negative territory, but they do think we’ll see some jarring bumps and potholes
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Don’t Let HNW Clients Trip Over Real Estate Opportunities
- by: Hank Berkowitz
- February 25, 2019
A recent Spectrem Group study found that one in four investors with a net worth between $1 million and $5 million said they would invest in real estate. What’s more, our annual Wealth Advisor Confidence Survey™ 2019 found that nearly 90 percent of CPAs and wealth advisors are expecting a stock market correction within 12
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Advisors remain optimistic despite multiple headwinds in 2019
- by: Hank Berkowitz
- January 9, 2019
Advisors remain optimistic about their growth prospects despite multiple headwinds in 2019 Initial findings from our 2019 Wealth Advisor Confidence Survey™ indicate that independent wealth advisors remain confident about their growth prospects despite significant headwinds across the economic, political, tax and investment landscape. Our confidential online survey will be open for another week or so