Customer suggestions

When will you be establishing the Market View Weekly as an AUTOMATIC weekly email to clients rather than requiring us to 'send' it each week?

Where to find them? Not easy. I would think I'd find the monthly market videos in the Video Folder in the Content Library. But they are not . Please HELP!

The QCD limit for 2024 was not $100,000, it was $105,000. Now that we are in 2025, please update to reflect 2025 QCD limit which is $108,000. I can't use this article until it's updated.

Please look at the itemized paragraphs. There are double numbers in most places. Looks like someone copied and pasted without checking their work.

We do not send out an Easter card via email because we thought it was included in the auto holday email cards but apparently it is not. It would be nice if this was an option for it to be included in the future. Thanks!

The first email I was going to send, “Is Household Spending Poised to Surge” doesn’t give me confidence. The very first picture/insert has two misspellings with the first in the title and the second in the disclaimer. I believe it should be “Wealth HAS increased…, not have increased and the word “represented” in the first sentence of the disclaimer is misspelled. I realize FMG may not have created this but if it cannot be corrected it shouldn’t be used.

Just browsing again through the social posts for me to add for content and of the top ‘new’ articles, they are already dated. Goldilocks (2 weeks ago), Recession fears fading (February), FOMC volatility (March 30), IRS tax changes (looks like from last October).

Please add something to the Current content about this month being a great way to start the year with Financial Wellness Month! I mainly use the Weekly Insights email, please mention there asap!

Only five holiday emails available at this time. If would be great to have a few "Season's Greetings" "Happy Holiday" options and maybe even a Happy Hanukkah option