?? Welcome Back to Our Weekly Insights!

?? Welcome Back to Our Weekly Insights!

Greetings to all our esteemed members! As we enter a new week, the National Referral Network is excited to present you with the latest curated insights, professional highlights, and upcoming events from our vibrant community. We aim to create a platform for shared growth, learning, and networking that benefits every member.

?? Featured Articles

This week, we are highlighting exceptional articles that offer fresh perspectives and actionable advice:

  1. Evaluating the Impact of NIL on College Sports: Opportunities and Challenges by Mike Clark, MBA - Initially hailed as a progressive step towards athlete empowerment, NIL has gradually revealed a darker side, marked by financial imbalances and ethical dilemmas.
  2. Navigating Ethics and Tax Implications in Financial Planning by John Heck - This article dives into the ethical responsibilities of financial advisors. It underscores the importance of incorporating tax professional guidance for comprehensive financial planning.
  3. Navigating Business Insurance in Today's?Market by Mark Hatch - This article aims to guide these businesses in understanding and effectively managing business insurance risks.

Explore these articles to gain new insights and strategies to navigate the complexities of the financial world.


?? Professional Insights Series - Exclusive Professional Interviews

In this week's highlight, we feature Rodney J. Hatley, J.D., LL.M. (Taxation) , discussing "Unlocking the Secrets of Estate Planning: Expert Advice You Can't Afford to Miss". A must-watch for unique insights and expert advice.

Catch the interview HERE


?? Upcoming Events

Don't miss out on these key events designed to enhance your professional development and networking opportunities:

  1. TODAY - Estate Planning 101 with Jeffrey G. Marsocci: Mark your calendars for at 6 p.m. The webinar will be live on YouTube. The link is HERE.

Ensure to mark your calendars!


?? Engage and Grow Together

We encourage you to engage with this week's articles and interviews and ask questions. Your insights and experiences are invaluable to our collective wisdom. Let's continue to support and learn from one another.

?? Strengthening Our Network for Client Success

The true power of the National Referral Network lies not just in our active collaboration and knowledge exchange but in how these efforts directly benefit our clients. Through our united efforts and shared expertise, we can guide our clients toward greater clarity and success in their financial journeys. By working together, we ensure that every piece of advice, every strategy, and every insight we offer is aimed at enhancing the financial well-being and achieving the goals of those we serve.


?? The Top 5 Things To Watch In The Markets In The Week Ahead

Investing.com - After Friday's strong jobs report made it likely the Federal Reserve will delay interest rates cuts investors will be focusing on upcoming earnings and economic data to gauge the future path of monetary policy. China is to release closely watched inflation data, oil prices look set to remain volatile, and the Reserve Bank of Australia meets. Here’s what you need to know to start your week.

  1. Earning season continues

Earnings season continues in high gear, and results this week will help determine if the rally that has taken stocks to record highs can keep going.

The S&P 500 hit a fresh high on Friday after the jobs data, helped by the soaring shares of Facebook parent Meta Platforms (NASDAQ:META) and Amazon (NASDAQ:AMZN), which rose 20% and 8%, respectively, following their corporate results.

All three major U.S. stock indexes notched their fourth consecutive weekly gains.

While most of the big tech names have already reported, there is still a huge batch of S&P 500 companies due to report this week, including Eli Lilly (NYSE:LLY), Walt Disney (NYSE:DIS), ConocoPhillips (NYSE:COP) and PepsiCo (NASDAQ:PEP).

Investors will be paying attention to any insight companies give about 2024, with earnings expected to grow faster than in 2023.

  1. U.S. data

The U.S. economic calendar is considerably quieter after a busy week which included the January jobs report and the Fed’s first meeting of the year.

The main data point to watch is Monday’s ISM services PMI for January with economists expecting activity in the sector to have picked up at the start of the year. The Labor Department is to release the weekly report on initial jobless claims on Thursday.

Investors will also get to hear from several Fed officials during the week including Atlanta Fed President Raphael Bostic, Cleveland Fed President Loretta Mester, Governor Adriana Kugler, Richmond Fed President Thomas Barkin and Governor Michelle Bowman.

Before that, Fed Chair Jerome Powell is to discuss the economy and inflation risks in an interview to be aired on CBS’s 60 Minutes on Sunday night.

  1. Oil prices

Oil prices fell by about 2% on Friday and both benchmarks lost roughly 7% on the week as investors recalibrated expectations for a near term rate cut from the Fed, which could dampen crude demand.

But concerns over spiraling tensions in the Middle East look set to remain to the fore after the United States began retaliatory strikes targeting Iran-backed militants in Iraq and Syria late Friday following a drone attack in Jordan last weekend that killed three U.S. troops.

The U.S. and Britain also launched a fresh round of strikes against Houthi targets in Yemen late Saturday following repeated attacks on Red Sea shipping lanes, which are key for global energy flows.

It is the latest escalation in a conflict that has spread into the Middle East since Oct. 7, when the Palestinian militant group Hamas stormed Israel from the Gaza Strip, igniting a war that has drawn in an array of armed groups backed by Tehran.

  1. China inflation data

China is to publish inflation data on Thursday which is expected to show that deflationary pressures have intensified, with economists expecting January’s consumer price index to come in at minus 0.5% versus minus 0.3% the prior month.

The world’s second largest economy has been dogged by persistently weak demand, a slowdown in the property sector and fragile investor sentiment.

Chinese markets have already had a brutal start to the year. The blue-chip index ended January down 6%, marking a record six-month losing streak.

As the Lunar New Year looms - ushering in the year of the dragon, traditionally the luckiest of the 12 animals in this zodiac - some are hoping the annual travel rush might be a shot in the arm for the economy.

  1. RBA meeting

The RBA is expected to keep interest rates unchanged when it holds its first policy meeting of the year on Tuesday after slower than expected inflation in the fourth quarter prompted markets to bring forward expectations for rate cuts.

Australian consumer price inflation slowed to a two-year low in the fourth quarter, while a sharp deceleration in core inflation fueled bets for a rate cut in May or June.

The RBA has already raised interest rates by 425 basis points to a 12-year high of 4.35% since May 2022 to tame runaway prices. It also left the door open to further tightening if necessary to meet its annual inflation target of 2-3%.

All eyes will be on RBA Governor Michele Bullock as she holds her first post-policy meeting press conference.


Thank you for your continued engagement and contributions to our community. Here's to a week filled with learning, growth, and collaboration!

Warmest regards,


Thrilled to see such dedication towards growth and client success! Helen Keller once said - Alone we can do so little; together we can do so much. Your focus on collaboration and knowledge exchange truly embodies this. Let's keep pushing the boundaries for our clients! ?? #GrowthTogether #Empowerment ??

John Heck

Financial Strategist serving business owners & families in ? Retirement Income Planning ? Asset Protection through a Family Office structure.

1 年

I love stating my week off with a summary of last week's content. Very Helpful.

要查看或添加评论,请登录

National Referral Network的更多文章

社区洞察

其他会员也浏览了