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.
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.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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.
Million Dollar Round Table (MDRT)
JULY 16, 2023
By Mark J. Hanna, CLU, ChFC I quit selling when I realized that being an insurance agent and financial advisor is a profession of results. It doesn’t matter how many phone calls you make or how many appointments you go on if you’re not seeing results. Succeeding is more about technique and strategies than it is about product. Clients don’t care about the product.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
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?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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.
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.
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.
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?
Advertisement
As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
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.
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.
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).
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.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
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.
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
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.
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?
Advertisement
Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
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.
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.
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.
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?
Advertisement
All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!
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.
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
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.
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
Advertisement
Creating a winning digital lending experience requires plenty of focus on the needs of customers and more. Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.
oXYGen Financial
JULY 16, 2023
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.
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.
Expert insights. Personalized for you.
130 
Let's personalize your content