Wealth Management

JULY 16, 2023

In spite of recent market volatility, the firm concluded asset managers’ activity in the U.S. real estate market remained stable.

Investing 246

Investing Investments Assets Management 246

Abnormal Returns

JULY 16, 2023

Markets The stock market has exceeded where Wall Street strategists thought it would end. (tker.co) Earnings seem to have returned to their normal pattern. (ritholtz.com) "The price of gold has barely budged for two years." (economist.com) Strategy Bear markets are transitory. (awealthofcommonsense.com) Why you are unlikely to outsmart the stock market.

Advertising 246

Advertising Financial Advising Economy Economics 246

Calculated Risk

JULY 16, 2023

NOTE: Follow on threads at calculatedriskblog Weekend: • Schedule for Week of July 16, 2023 • LA Port Inbound Traffic Down Sharply YoY in June Monday: • 8:30 AM ET, The New York Fed Empire State manufacturing survey for July. The consensus is for a reading of 0.0, down from 6.6. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 7 and DOW futures are down 57 (fair value).

Manufacturing 130

Manufacturing Marketing Marketing 130

A Wealth of Common Sense

JULY 16, 2023

The hard part about markets and the economy is that there are often conflicting signals about what’s going on. Even when things are good there are ominous signs about impending doom. And even when things are bad there are promising signs of impending improvement. I would describe the current situation as much better than expected considering the circumstances but there are still plenty of risks on the horizon.

Economy 98

Economy Marketing Marketing 98

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Clients

Calculated Risk

JULY 16, 2023

Notes: The expansion to the Panama Canal was completed in 2016 (As I noted several years ago ), and some of the traffic that used the ports of Los Angeles and Long Beach is probably going through the canal. This might be impacting TEUs on the West Coast. Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic.

Retail 130

Retail 130

Clever Girl Finance

JULY 16, 2023

Budgeting as a couple is critical in managing your household finances. Your budget not only allows you to plan and track where the money will be spent, but it enables you to direct the course of your finances together. It also helps you stay on the same page on your financial goals. Table of contents 5 Steps to get started budgeting as a couple Expert tip What is the best way to budget as a couple?

Budgeting 98

Budgeting Communication Certified Financial Planner Accounting 98

The Irrelevant Investor

JULY 16, 2023

Investors: “The market feels risky right now. I’ll just park my money in this high-yield savings account earning 5% and wait for the dust to settle.” Stock market: LOL A cruel irony of investing is that when you seek shelter, you’ll likely overestimate the probability of a storm. That’s exactly what we’ve seen since the October low, with $900 billion moving into money market funds from.

Investing 84

Investing Investments Accounting Marketing 84

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. Sometimes, when it comes to your personal finances, it can be hard to apply generic advice. And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

The Irrelevant Investor

JULY 16, 2023

Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss the latest news in Bitcoins institutionalization. On today’s show, we discuss: What it means for Bitcoin to have a possible Spot ETF Making sense of the regulatory landscape with crypto What could happen to the Grayscale discount if an ET.

Assets 69

Assets 69

Advisor Perspectives

JULY 16, 2023

The healthy employment picture has supported consumer spending, but it has also prompted the Fed to signal that more interest rate increases are coming this year.

Economy 52

Economy 52

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

Management

Trade Brains

JULY 16, 2023

Best Low PE Large Cap Stocks : Large-cap stocks are generally the best investment options for risk-averse investors. Because they are generally not prone to short-term volatility in the market. But most investors think that large-cap stocks are expensive to buy. In reality, if we check the PE of the stocks one would know whether the stocks are overvalued or undervalued.

Pharmaceutical 52

Pharmaceutical Insurance Banking Consulting 52

Advisor Perspectives

JULY 16, 2023

Individual and family wealth levels continue to increase. The asset levels that give rise to complex wealth management create opportunities for financial advisors ready to embrace the challenge. You CAN support HNW clients effectively. Not sure how? This guide can help.

Wealth Management 52

Wealth Management Financial Advisor Assets Clients 52

Clever Girl Finance

JULY 16, 2023

Ah, credit cards! They can be super helpful tools for managing your finances, but they can also leave you scratching your head in confusion and overwhelm. One common question that often pops up is this: can you pay a credit card with a credit card? Table of contents Is it possible to pay a credit card with a credit card? The benefits of a balance transfer The negatives of a balance transfer Expert tip Alternatives to paying a credit card through another credit card Other things to keep in mind w

Accounting 52

Accounting Management Budgeting Planning 52

Advisor Perspectives

JULY 16, 2023

The US Federal Trade Commission has opened an investigation into OpenAI Inc., questioning whether its popular ChatGPT conversational AI bot puts consumers’ reputations and data at risk, according to a person familiar with the matter.

Commission 52

Commission 52

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

Numbers

Clever Girl Finance

JULY 16, 2023

As prices go up for basic groceries, cheap breakfast ideas may become more and more of a necessity. Most of us don’t want to give up a healthy breakfast due to cost. And if you never miss breakfast, you might need some easy cheap breakfast ideas to shake up your routine. Not to worry, we have breakfast ideas that are both cost-efficient and nutritious.

Budgeting 52

Budgeting Food Planning Transportation 52

Advisor Perspectives

JULY 16, 2023

JPMorgan Chase & Co.’s revenue soared to a record in the second quarter, boosted by the Federal Reserve’s interest-rate hikes and its acquisition of First Republic Bank.

Banking 52

Banking 52

Clever Girl Finance

JULY 16, 2023

If you are moving out of state, you’ll realize that the costs can add up quickly. Although any move will have some expenses to consider, it is possible to curb your moving expenses by planning ahead. Today we will share an extensive moving out of state checklist to help you cut the costs of your upcoming move. Table of contents Why use a checklist for moving out of state 2 months prior to your move 1 month prior to your move 2 weeks prior to your move 1 week prior to your move 3 days prior to yo

Budgeting 52

Budgeting Insurance Planning License 52

Advisor Perspectives

JULY 16, 2023

In what's quickly become one of my favorite annual traditions at Russell Investments, I survey our associate base for their summer reading recommendations every year around this time.

Investing 52

Investing Investments 52

Speaker: Erroll Amacker

Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.

Accounting

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. Sometimes, when it comes to your personal finances, it can be hard to apply generic advice. And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

oXYGen Financial

JULY 16, 2023

![CDATA[ Investing in your company's stock can be enticing, but it carries inherent risks. Over concentration, where a substantial portion of your portfolio is tied to a single company's stock, poses significant dangers. From tax and investment perspectives, managing over concentration becomes critical. In this blog we discuss the risks associated with over concentration and highlight the.

Taxes 52

Taxes Management Investing Investments 52

Clever Girl Finance

JULY 16, 2023

Sometimes, life happens, and you need ideas for how to make $300 fast. You’re not alone, we’ve all been in a pinch before. We’re also here to tell you there are ways to make the amount of money you need now. So, let’s dive in! Table of contents What can $300 buy? How to make 300 dollars fast 1. Ask or volunteer to work overtime 2. Sell handmade or household items 3.

Media 52

Media Advertising Food Management 52

Advisor Perspectives

JULY 16, 2023

In general, compounding refers to the process of something growing or accumulating over time, by successively building upon previous growth. Think of compounding like a snowball: It starts small, but as it rolls downhill, it becomes gigantic.

40

40

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Accounting

Clever Girl Finance

JULY 16, 2023

Are you trying to figure out how to make money without a job? Or maybe you’re tired of your 9-to-5 job and yearn to do something else with your life. Thankfully, the 9-to-5 job is on its way out because you don’t need to work a boring desk job to make a living anymore! Table of contents 31 Ways to make money without a job Expert tip Can you make a living without a job?

Media 52

Media Food Investing Investments 52

Abnormal Returns

JULY 16, 2023

Top clicks this week 10 surprises from 2023, so far, including higher interest rates for longer. (bilello.blog) How to build in a victory lap before retirement. (savantwealth.com) These are the least safe cars on the road. (axios.com) A look at some advanced estate planning techniques. (thomaskopelman.com) How to have a purpose as a retiree. (physicianonfire.com) There's no reason to gorge on emerging market equities.

Estate Planning 130

Estate Planning Retirement Planning Marketing 130

Trade Brains

JULY 16, 2023

Stock Market Movies: Do you want to learn how to make money from the stock market? However, you find college textbooks or investing novels too boring to read? No need to worry. There’s another fun, entertaining, yet educational approach to learning the financial world without going through 800 pages of financial books. Enter stock market movies. If you are not an enthusiastic book reader, just try to watch a few amazing movies or documentaries based on the stock market and it will help you under

Marketing 98

Marketing Marketing Commission Banking 98

Random Roger's Retirement Planning

JULY 16, 2023

The catalyst for this post is the following Tweet. I have no idea whether it is factually correct but the idea that multiple streams of income is important certainly resonates with me and needing at least several in the context suggested makes intuitive sense. I first got interested in this idea in 2001 when I bought the book Multiple Streams Of Income by Robert Allen.

Certification 75

Certification Retirement Numbers Planning 75

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Sales

Advisor Perspectives

JULY 16, 2023

The market, and maybe all of us, would like to believe the latest 3% annual CPI number was a harbinger of ever-lower inflation, and we are on the road to 2% inflation by year end. I would argue, “Not so fast.” Inflation is far from dead, and CPI will likely go slightly up between now and the end of the year.

Numbers 73

Numbers Marketing Marketing 73

The Big Picture

JULY 16, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Floods, fires and deadly heat are the alarm bells of a planet on the brink : The world is hotter than it’s been in thousands of years, and it’s as if every alarm bell on Earth were ringing. The warnings are echoing through the drenched mountains of Vermont, where two months of rain just fell in only two days.

License 130

License Portfolio Management Accounting Portfolio 130