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Topic #1: U.S. Midterm Elections
- The highly-anticipated U.S. midterm elections are Tuesday, November 6th, with record voter turnout already expected.
- Markets often experience heightened volatility leading up to elections, but there’s typically been a post-midterms rally to look forward to. Unfortunately, that might not be the case this year.
- There’s a lot of historical data and context to translate for clients – for example, data shared by MFS says that markets have historically fared best with a Republican president/Republican Congress, and worst with a Republican president/Democratic Congress.
Will Midterm Elections Sink the Stock Market? (MarketWatch)
Topic #2: Socially Responsible Investing
#ESG #SRI #impinv
- ESG, SRI, and all the other acronyms that denote social impact investing are hot topics at any time of year.
- The 29th Annual SRI Conference, happening November 1-4th in Colorado Springs, will likely provide some fresh content opportunities on this well-worn subject.
- For those attending SRI Conference, there will be a lot of takeaways to recap for both B2B and B2C audiences. If you’re not attending, follow #SRIC2018 on Twitter to get real-time insights from attendees.
A Tour of the SRI Conference (Natural Investments LLC)
Topic #3: Giving Thanks + Giving Back
- Thanksgiving might not seem like a relevant topic for the financial services space, but over the years many financial companies and advisors have found clever ways to riff on the subject.
- An easy idea is to have regular blog contributors or company leadership write about what they’re thankful for this year. Better yet, ask them to share a photo to illustrate their answers!
- Giving Tuesday comes right after Thanksgiving, giving advisors and other financial professionals an opportunity to talk about year-end charitable donations.
Charitable Giving is an Investment in Yourself and Others (Wealth Partners)
Topic #4: Holiday Spending & Savings
- November officially kicks off the holiday shopping season, with #BlackFriday and #CyberMonday offering deep discounts to boost consumer spending and retail earnings.
- In the consumer space, there are plenty of holiday savings topics to cover such as where to find the best deals, budget-friendly DIY present projects and how to establish a holiday savings account to avoid using credit cards and other debt to fund holiday cheer.
- For investors, holiday retail trends are a hot topic – for example, the impact of online sales on brick-and mortar-businesses.
The Economy: Holiday Spending Strongest in Years (Value Walk)
Topic #5: Year-End Financial Planning
- With December fast approaching, it’s time for investors to start thinking about year-end financial planning, including taxes, investments and goal-setting for 2019.
- First up, there are some IRS deadlines to know about. While 2018 IRA contributions aren’t due until tax time, IRA holders who turned 70½ before 2018 must take required minimum distributions (RMDs) before December 31st. Those planning to convert a traditional IRA to a Roth IRA must do so before year-end, as well.
- In addition, tax-loss harvesting and charitable giving both need attention before December 31st.
Look Ahead: December Topics
- 2018 market recaps/2019 market outlooks
- 2019 New Year’s resolutions and financial goals
- Year-end financial planning
Plan your content marketing pipeline for the rest of 2018 and beyond! Download our Financial Marketing Calendar to stay on top of all the events that shape your customers’ financial lives.