Abnormal Returns

OCTOBER 15, 2023

(marginalrevolution.com) What complaints Americans have about Medicare Advantage plans. nber.org) Economy Economists did not foresee the strong labor market. thenation.com) Ozempic isn't going to ruin the economy. economicforces.xyz) The economic schedule for the coming week. Then check out our weekly e-mail newsletter.

Financial Advising 239

Financial Advising Media Retail Economy 239

Abnormal Returns

JANUARY 31, 2024

coindesk.com) Are spot Bitcoin ETFs going to start showing up in 401(k) plans? blog.johnwallstreet.com) Economy The labor market continues to soften. econbrowser.com) Economic vibes are improving. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 211

Financial Advising Media Economy Economics 211

Abnormal Returns

NOVEMBER 26, 2023

(papers.ssrn.com) An aging workforce need not reduce economic growth. politico.com) How a plan to reform title insurance got sidetracked. wsj.com) Economy Annie Lowery, "We have a long-standing housing shortage. theatlantic.com) The economic schedule for the coming week. papers.ssrn.com) How garment workers in the U.S.

Financial Advising 212

Financial Advising Economics Insurance Media 212

Abnormal Returns

DECEMBER 7, 2023

(techcrunch.com) SpaceX SpaceX is reportedly planning a tender offer for employee shares at a $175 billion valuation. axios.com) Economy Kyla Scanlon, "People are complex and economics doesn’t (can’t!) (axios.com) Economy Kyla Scanlon, "People are complex and economics doesn’t (can’t!)

Digital Media 211

Digital Media Electronics Financial Advising Startup 211

Abnormal Returns

NOVEMBER 9, 2023

caia.org) FanDuel's parent company is planning a U.S. institutionalinvestor.com) Economy Are the Fed's models for the economy broken, post-pandemic? calculatedriskblog.com) The many ways that (social) media shapes economic sentiment. (economist.com) Is this bond bear market worse than the 1970s?

Financial Advising 157

Financial Advising Media Economy Economics 157

Abnormal Returns

AUGUST 6, 2023

Markets Cullen Roche, "This has been one of the more fascinating years in economic and market history." should let China continue to shoot itself in the (economic) foot. nytimes.com) Economy How political affiliation has polluted economic sentiment. calculatedrisk.substack.com) The economic schedule for the coming week.

Financial Advising 232

Financial Advising Startup Economics Valuation 232

Abnormal Returns

AUGUST 9, 2023

behaviouralinvestment.com) Crypto Why PayPal ($PYPL) is planning to offer a stablecoin. news.crunchbase.com) China China's economy is now experiencing deflation. economist.com) Economy A re-accelerating economy risks higher base inflation. bloomberg.com) Credit card debt levels are growing in line with the economy.

Financial Advising 176

Financial Advising Economy Valuation Consulting 176

Abnormal Returns

JULY 2, 2023

(marginalrevolution.com) Policy Joel Dodge, "Ultimately, Bidenomics will be judged by whether it actually delivers for the people and places that lost out under the old economic-policy consensus." bloomberg.com) The downside of Medicare Advantage plans: care denial. papers.ssrn.com) Economy The U.S.

Financial Advising 189

Financial Advising Economy Economics Media 189

Abnormal Returns

AUGUST 3, 2023

economy didn't go into recession this year. theatlantic.com) Why economic perceptions have been so negative. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. abnormalreturns.com) Make a plan for your stuff, before someone else has to. economy afloat. nytimes.com) Why the U.S.

Financial Advising 196

Financial Advising Portfolio Management Economy Media 196

Abnormal Returns

AUGUST 8, 2023

morningstar.com) Semiconductors Arm Holdings is planning investments from Apple, Samsung and Intel on its IPO. axios.com) Economy What does measures of 'economic uncertainty' actually measure? abnormalreturns.com) Adviser links: next generation investors. ritholtz.com) Twitter's changes may wreck it as a sentiment tool.

Financial Advising 208

Financial Advising Media Insurance Economy 208

Abnormal Returns

APRIL 30, 2023

(morningstar.com) What Morgan Stanley ($MS) has planned in the ETF space. propublica.org) "Most state and municipal pension plans in the United States are distressed or fragile." (propublica.org) "Most state and municipal pension plans in the United States are distressed or fragile." Then check out our weekly e-mail newsletter.

Financial Advising 213

Financial Advising Wealth Management Media Planning 213

Abnormal Returns

JULY 23, 2023

ft.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. anneapplebaum.com) Economy Why haven't higher interest rates wrecked the economy already? awealthofcommonsense.com) The economic schedule for the coming week. wired.com) Why Egyptian men are fleeing to Europe.

Financial Advising 225

Financial Advising Insurance Economy Retail 225

Abnormal Returns

OCTOBER 31, 2022

economist.com) With economic sanctions in place, it's back to the future for the Russian auto industry. wsj.com) Poland is planning to build nuclear power plants. fortune.com) Economy Three things that are dampening economic pain, including remote work. (nytimes.com) Global Europe's energy crisis is far from over.

Financial Advising 220

Financial Advising Media Valuation Retail 220

Abnormal Returns

MAY 21, 2023

awealthofcommonsense.com) Every investment plan needs some room for error. wsj.com) Apple ($AAPL) is playing the long game in financial services. washingtonpost.com) Economy American consumer behavior is normalizing. calculatedriskblog.com) The economic schedule for the coming week.

Financial Advising 186

Financial Advising Startup Taxes Financial Services 186

Abnormal Returns

MARCH 12, 2023

rationalwalk.com) Policy Too many Americans cash out of their 401(k) plans when they leave a job. theatlantic.com) Economy The jobs market is simultaneously hot and cold. tker.co) Five reasons why pundits continue to underestimate the economy including 'Covid's effects are weird and wild and hard to understand.'

Financial Advising 231

Financial Advising Startup Banking Communication 231

Abnormal Returns

NOVEMBER 9, 2022

variety.com) Taiwan Semi ($TSM) is planning another fab in Arizona. calculatedrisk.substack.com) Economy What the Sahm Indicator is saying about a recession. mrzepczynski.blogspot.com) An economic soft landing is not off the table. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Investing 223

Investing Investments Financial Advising Advertising 223

Abnormal Returns

MARCH 2, 2023

wsj.com) Finance The SEC is charging an insider trading case using 10b5-1 plans. theconversation.com) Economy Still no sign of a pick up in weekly initial unemployment claims. ritholtz.com) Seasonal economic adjustments will never be perfect. Markets The stock market is getting oversold.

Financial Advising 168

Financial Advising Media Economy Economics 168

Abnormal Returns

JANUARY 1, 2023

bloomberg.com) Fidelity is not backing down from its crypto plans. vox.com) Economy Small businesses are finding it easier to hire. wsj.com) The last few years broke a lot of economic indicators. wsj.com) The economic schedule for the first week of 2023. (wsj.com) Matt Levine, "What happened at FTX?

Financial Advising 232

Financial Advising Medical Economics Media 232

Abnormal Returns

MAY 14, 2023

humbledollar.com) Trading Robinhood ($HOOD) is planning to offer customers 24-hour trading. economy remains startling dynamic even in the face of stunningly inept policymaking—for now." ritholtz.com) Economy The banking crisis is doing the Fed's work for it. tker.co) The economic schedule for the coming week.

Marketing 130

Marketing Marketing Financial Advising Economy 130

Abnormal Returns

MARCH 19, 2023

(nytimes.com) Medicare Advantage plan decisions are being made using AI. wsj.com) Economy Are bank failures actually helping the Fed crush inflation? wsj.com) Economy Are bank failures actually helping the Fed crush inflation? tker.co) The economic schedule for the coming week. statnews.com) A majority of U.S.

Financial Advising 194

Financial Advising Retail Media Economy 194

Abnormal Returns

JANUARY 8, 2023

humbledollar.com) Companies Microsoft ($MSFT) is planning to build OpenAI tools into its apps. slate.com) Economy Why data revisions matter when it comes to economic forecasting. ritholtz.com) The economic schedule for the coming week. (awealthofcommonsense.com) Why so many people think they are above average investors.

Financial Advising 130

Financial Advising Media Taxes Economics 130

Abnormal Returns

JULY 31, 2022

bloomberg.com) FTX US is planning to launch stock options trading. nytimes.com) Economy Inventory liquidators are busy. npr.org) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 130

Financial Advising Education Media Retirement 130

Abnormal Returns

OCTOBER 14, 2022

theverge.com) Kroger ($KR) is planning to buy Albertsons ($ACI). npr.org) Economy Retail sales are pointing to weaker growth. axios.com) Nick Timiraos, chief economics correspondent for The Wall Street Journal, is the new, new 'Fed whisperer.' morningstar.com) Companies Details on Netflix ($NFLX) Basic with Ads is here.

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

DECEMBER 25, 2022

nytimes.com) 401(k) plans are a lifeline for mutual funds. (fa-mag.com) nytimes.com) Economy What kind of landing is the U.S. economy going to have? ft.com) A look at the global economy at year-end. econbrowser.com) The (limited) economic schedule for the coming week. Then check out our weekly e-mail newsletter.

Marketing 130

Marketing Marketing Financial Advising Economy 130

Abnormal Returns

JANUARY 22, 2023

readmargins.com) Amazon's ($AMZN) AWS is planning to build new data centers in Virginia. papers.ssrn.com) Economy Derek Thompson, "Today, the U.S. wsj.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Media Numbers Economy 130

Abnormal Returns

JULY 19, 2023

bloomberg.com) Nasdaq ($NDAQ) is hitting pause on its crypto custody plans. washingtonpost.com) Economy The Citi U.S. economic surprise index is soaring. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (thisisthetop.substack.com) Reinvestment risk is real.

Planning 155

Planning Food Financial Advising Startup 155

Abnormal Returns

AUGUST 17, 2023

bloomberg.com) Unlimited Funds is planning to launch more hedge fund tracking ETFs. morningstar.com) Economy Any single economic data point is filled with noise. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? marketwatch.com) Times are tough for marijuana-related ETFs.

Financial Advising 219

Financial Advising Valuation Manufacturing Media 219

Abnormal Returns

NOVEMBER 23, 2022

cbsnews.com) Economy Is crude oil losing its salience as an economic indicator? awealthofcommonsense.com) What falling tax withholding numbers say about the state of the economy. bonddad.blogspot.com) What does the Taylor Swift ticket situation tell us about the economy? wapo.st) How long will consumer spending hold up?

Financial Advising 201

Financial Advising Advertising Economy Economics 201

Abnormal Returns

AUGUST 13, 2023

propublica.org) Why there should be more guardrails in 401(k) plans. bloomberg.com) Economy Why do people think the economy is bad? papers.ssrn.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 185

Financial Advising Valuation Economy Media 185

Abnormal Returns

JULY 24, 2022

(humbledollar.com) Economy James Surowiecki, "Regardless, the essential point is that Americans are treating the job market as irrelevant next to inflation and gas prices." axios.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 221

Financial Advising Food Manufacturing Media 221

Abnormal Returns

SEPTEMBER 4, 2022

awealthofcommonsense.com) Companies Amazon ($AMZN) is rightsizing its warehouse plans. politico.com) Economy Can national home prices decline? calculatedrisk.substack.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Budgeting Media Economy 130

Brown Advisory

JANUARY 1, 2023

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. There are many disturbing parallels in today’s global economy. It is a “scale economies shared” business model where customers, the company and shareholders can all win.

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

DECEMBER 17, 2023

theirrelevantinvestor.com) Why most people keep their hands off their 401(k) plans. yield-to-maturity.beehiiv.com) The best trading is planned, not reactive. washingtonpost.com) Global How lower oil prices are going to hit the Russian economy. statnews.com) Economics How views of the economy have shifted during 2023.

Financial Advising 242

Financial Advising Economy Economics Media 242

Abnormal Returns

JULY 30, 2023

barrons.com) Kellogg ($K) is planning to split its business in two. washingtonpost.com) Economy It's hard to see a recession in this data. economy seems to be immune from higher interest rates. wsj.com) The economic schedule for the coming week. fooddive.com) Ukraine Ukrainians are cutting ties with the Russian language.

Financial Advising 130

Financial Advising Economy Media Government 130

AdvisorPR

OCTOBER 29, 2020

If you don’t know already, you need to reach out to your clients to find out how they’re feeling about the economic environment and upcoming election. This may require some research on your end ahead of time so you have clarity on what proposed plans would mean to your clients overall financial situation. Here’s how.

Communication 52

Communication Clients Planning Financial Services 52

The Big Picture

NOVEMBER 15, 2022

The advice part of being a financial adviser is the hard part. NADIG: So the reason is because, you know, when we look at how the corporate economy works, there are investments that you have to make. So we haven’t talked about the thematic ETS, biblical, partisan, our friend Perth Tolle’s Economic Freedom.

Management 268

Management Assets Portfolio Investing 268

The Big Picture

NOVEMBER 14, 2023

My Two-for-Tuesday morning train reads: • Higher Contribution Limits Are Coming for 401(k) Retirement Plans : But, financial advisers note, most people cannot afford to set aside the maximum amount. This is a system geared for high earners,” one expert said. ( New York Times ) see also The U.S.

Financial Advising 130

Financial Advising Retirement Planning Retirement Assets 130