Do You Need More Leads or Better Selling?

Published on January 21, 2025

Spray-and-pray marketing is a good model for selling T-shirts but not so good for getting advisory clients.

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America's Driving Habits: November 2024

January 21, 2025
Travel on all roads and streets increased in November. The 12-month moving average was up 0.03% month-over-month and was up 1.04% year-over-year. However, if we factor in population growth, the 12-month MA of the civilian population-adjusted data (age 16-and-over) was down 0.04% MoM and up 0.43% YoY.

The Four Bad Bear Recoveries: Where Is Today's Market?

January 21, 2025
This chart series features an overlay of the Four Bad Bears in U.S. history since the equity market peak in 1929. The numbers are through the December 31, 2024 close. These charts are not intended as a forecast but rather as a way to study the current market in relation to historic market cycles.