Top 7 Online Marketing Trends to Dominate 2015

Top 7 Online Marketing Trends to Dominate 2015Changes and advancements in the digital marketing field are accelerating as fast as technology. As 2014 comes to an end, Forbes magazine recently published its’ list of online marketing trends expected for 2015. There are some great take-aways for financial advisors to consider when planning their 2015 online marketing strategies.

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Weekly Economic Update

Summit Brokerage Services Weekly Economic UpdateAMERICANS BUY MORE, SENTIMENT INDEX SOARS

Commerce Department data showed retail sales jumping 0.7% for November – the best monthly advance recorded in a year. More good news came from the University of Michigan – its initial December consumer sentiment index came in at 93.8, way up from 88.8 at the end of last month. The improvement may reflect relief at falling gas prices as well as added belief in the economy.1 Continue reading

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Weekly Economic Update

Summit Brokerage Services Weekly Economic UpdateECONOMY ADDS 321,000 JOBS

November 2014 was the best month for hiring since January 2012. Analysts polled by MarketWatch had projected payrolls expanding by 235,000 jobs last month, and that forecast was trumped. While seasonal jobs constituted 50,000 of the new positions, professional and business hires comprised 86,000 more. The Labor Department also found average hourly wages rising 0.4% last month (though they were still just up 2.1% in 12 months). More hiring gains like this might lead the Federal Reserve to tighten a bit sooner than investors anticipate. The jobless rate (which the Labor Department determines from a different survey of households) stayed at 5.8% in November, but the U-6 rate including both the jobless and underemployed ticked down to 11.4%.1,2 Continue reading

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Monthly Economic Update

Summit Brokerage Services Monthly Economic UpdateTHE MONTH IN BRIEF
November brought a dizzying plunge in oil prices, confirmation of a recession in Japan and distinct hints of one in the euro area, and declines in the pace of manufacturing activity in America, Europe and China. Even so, the month was remarkably placid on Wall Street – unlike October, we didn’t see a lot of days marked by triple-digit Dow swings. The Dow, in fact, rose 2.52% on the month; many overseas benchmarks posted nice gains as well. Losses plagued the commodities sector. The latest GDP estimates out of Washington suggested our economy was in better shape than some analysts thought.1 Continue reading

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Summit Brokerage Services Announces Winners of the Business Plan Challenge

Summit Brokerage Services Announces Winners of the Business Plan ChallengeSummit Brokerage Services, the #1 independent broker dealer in the country*, is pleased to announce that 8 Summit advisors have been selected as winners of Cetera Financial Group’s  Business Plan Challenge. The awarded funds to Summit’s advisors total over $600,000 and will allow the winning advisors to implement their vision and proposed initiatives to grow their businesses. The Business Plan Challenge was a broker-dealer network initiative supported by RCS Capital, Cetera Financial Group’s parent company. Continue reading

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Summit Brokerage Recruits Advisor with $121M in AUM

Summit Brokerage Recruits Advisor with $121M in AUMFinancial advisor Darrach Bourke in Larkspur, CA has recently joined Summit Brokerage Services, Inc., the #1 Independent Broker-Dealer in the Country*.


Previously affiliated with Stifel, Bourke manages $121 million in client assets and has over 7 years of experience. As a Chartered Financial Analyst, Bourke has a client-centric practice that focuses on providing his clients with institutional fixed income trading capabilities as well as using best in class research for other asset classes.   Continue reading

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Weekly Economic Update

Summit Brokerage Services Weekly Economic UpdateCAUTIOUS SPENDING, BUT IMPRESSIVE GROWTH

Personal income and personal spending both rose 0.2% in October, according to the Commerce Department. Not too impressive? Maybe, but the federal government’s second estimate of Q3 GDP was. Pair the newly revised 3.9% reading with the final 4.6% mark for Q2, and you get the best 6 months for the economy since 2003. The Federal Reserve’s personal consumption expenditure (PCE) price index was only up 1.4% in the past year; the Fed has set its annual consumer inflation target at 2.0%.1



At 88.7, the Conference Board’s November consumer confidence index slipped badly from October’s 94.5 mark. In better news, the University of Michigan’s consumer sentiment index notched a monthly gain of 1.9 points with an 88.8 final November reading.2



Last week, September’s 20-city S&P/Case-Shiller home price index showed a 4.9% yearly rise, much less than the double-digit annual gains seen in the March and April editions. Pending home sales, as measured by the National Association of Realtors, were down 1.1% for October; that is the third retreat in five months. October did see a third straight monthly advance in new home buying; sales were up 0.7% according to the Census Bureau.2



NYMEX crude closed out the month at $66.15 a barrel, the lowest since September 2009; prices slipped 10.2% on Friday alone after OPEC decided not to cut supply. The S&P 500, on the other hand, gained 0.20% last week to settle at 2,067.56 Friday. The Dow’s weekly advance of 0.10% took it to a close of 17,828.24 Friday afternoon; the Nasdaq rose 1.67% on the week to end November at 4,791.63.3,4


THIS WEEK: Monday, ISM puts out its November manufacturing PMI. Tuesday, Wall Street considers earnings from Radio Shack, Bob Evans and Omnivision. Wednesday sees the release of ISM’s November services sector PMI, a new Fed Beige Book, ADP’s November employment change report and earnings from Guess? and Abercrombie & Fitch. Barnes & Noble, Smith & Wesson, American Eagle, Kroger and Dollar General all announce earnings Thursday, which is also when November’s Challenger job-cut report and the latest initial jobless claims numbers arrive. Friday offers the Labor Department’s November employment report, data on October factory orders and earnings from Big Lots.


DJIA +7.55 +10.83 +14.58 +7.02
NASDAQ +14.73 +18.02 +24.81 +12.74
S&P 500 +11.86 +14.49 +18.03 +7.54
10 YR TIPS 0.39% 0.60% 1.15% 1.74%

Sources:,, – 11/28/145,6,7,8

Indices are unmanaged, do not incur fees or expenses, and cannot be invested into directly. These returns do not include dividends. 10-year TIPS real yield = projected return at maturity given expected inflation.

This blog and website are for informational, educational and discussion purposes only, and the owner of this blog makes no representations as to the accuracy or completeness of any information on this site or found by following any link on this site. Summit Brokerage Services, Inc., Summit Financial Group Inc., and any of their affiliated entities and principals are not a law firms or an accounting firms, or substitutes for an attorney or accountant. Although topics may be discussed on this blog that may involve legal, accounting, or investment issues, nothing on this blog shall be deemed to constitute the practice of law, legal advice, investment advice, and/or tax advice. Summit Brokerage Services, Inc., and its affiliates do not, and cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies. The content on this blog is “as is” and carries no warranties. You should consult an experienced professional regarding tax consequences of specific transactions.

No reader should act in reliance on anything discussed in this blog without prior consultation with a licensed professional who is qualified to evaluate the reader’s individual facts and circumstances and offer an informed professional opinion with respect thereto. If any reader takes action or makes decisions based solely on the information on this blog without prior consultation with a qualified, licensed professional, the reader does so at his or her own risk and agrees that Summit shall have no liability resulting from such unilateral action or decisions by the reader.

Summit makes every effort to provide accurate and truthful information in its posts on this blog, but in no way expressly or impliedly warrants or guarantees the accuracy of its postings and/or the information posted here by others. All information is believed to be from reliable sources, however we make no representation as to its completeness or accuracy.

Summit may, on occasion, post links to information maintained on other websites. Such links and the information thereon are not under Summit’s control.  The mere appearance of a link to a third party site does not mean that Summit has undertaken a review or approval of the link and/or its contents.  Readers must treat information from third party links at the reader’s own risk, and Summit accepts no liability with respect to such third party information. Please note that the third party’s privacy policy and security practices may differ from Summit Brokerage Services, Inc., Summit Financial Group, Inc. and its subsidiaries’ standards. We assume no responsibility for nor do we control, endorse or guarantee any aspect of your use of the linked site.

This material was prepared by MarketingPro, Inc., and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment. The Dow Jones Industrial Average is a price-weighted index of 30 actively traded blue-chip stocks. The NASDAQ Composite Index is an unmanaged, market-weighted index of all over-the-counter common stocks traded on the National Association of Securities Dealers Automated Quotation System. The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. It is not possible to invest directly in an index. NYSE Group, Inc. (NYSE:NYX) operates two securities exchanges: the New York Stock Exchange (the “NYSE”) and NYSE Arca (formerly known as the Archipelago Exchange, or ArcaEx®, and the Pacific Exchange). NYSE Group is a leading provider of securities listing, trading and market data products and services. The New York Mercantile Exchange, Inc. (NYMEX) is the world’s largest physical commodity futures exchange and the preeminent trading forum for energy and precious metals, with trading conducted through two divisions – the NYMEX Division, home to the energy, platinum, and palladium markets, and the COMEX Division, on which all other metals trade. Additional risks are associated with international investing, such as currency fluctuations, political and economic instability and differences in accounting standards. This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Past performance is no guarantee of future results.  Investments will fluctuate and when redeemed may be worth more or less than when originally invested. All economic and performance data is historical and not indicative of future results. Market indices discussed are unmanaged. Investors cannot invest in unmanaged indices. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional.



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What it Takes to Have a Happy Retirement

What it Takes to Have a Happy RetirementMost everyone thinks about retirement planning from the financial aspect, but what about retirement living? Have you thought about how you and your partner want to live once you retire? How will you have a happy retirement?

Financial issues aside, there’s a lot you can do to have a happy retirement. According to author and retiree Sydney Lagier, there are seven traits happy retirees share. Continue reading

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Weekly Economic Update

Summit Brokerage Services Weekly Economic UpdateHOME SALES IMPROVE, PERMITS HIT 6-YEAR PEAK

Last month saw a 1.5% gain in existing home sales, according to the National Association of Realtors. That took the annualized increase in home buying to 2.5%. NAR measured the inventory of unsold homes at 5.1 months in October; compare that with 11.9 months in July 2010. Census Bureau data showed building permits at a high unseen since June 2008 thanks to a 4.8% October jump (there was a 10.0% leap in permits for apartment projects alone). October did see less groundbreaking, with housing starts slipping 2.8%; year-over-year, they were still up 7.7%.1,2 Continue reading

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Financial Advisors Should be Inbound Marketing

Financial Advisors Should be Inbound MarketingAttract. Convert. Close. Delight.

These are the steps of a successful inbound marketing model.

Inbound marketing has proven to be an effective marketing tool for doing business online. Unlike outbound marketing, which involves buying ads and email lists, inbound marketing is about providing valuable information (content) to prospects who have a direct need for your product or service – the ones who are more likely to become leads and then customers. Continue reading

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