Wealth Management

DECEMBER 25, 2022

The top galleries assembled in 2022 by WMRE reflected the impact of a changing world on commercial real estate trends.

245

245

Abnormal Returns

DECEMBER 25, 2022

Also on the site How market shocks affect our perceptions of risk. (abnormalreturns.com) Top clicks this week What it means when you buy your pants at Costco ($COST). (radreads.co) Five behavioral tricks for long-term investors including 'Have a small side account.' (blog.validea.com) The best strategy is often doing nothing. (onveston.substack.com) It's hard to blow up your investment account without using leverage.

Startup 157

Startup Accounting Portfolio Investing 157

Calculated Risk

DECEMBER 25, 2022

CR Note: This is from Tanta December 25, 2007 ! From Mortgage Pig™. I suppose this requires some explanation. Many years and versions of Excel ago, I was in some interminable conference call--I believe we were discussing general ledger interface mapping for HUD-1 line items regarding undisbursed escrow items on the FHA 203(k) in the servicing system upload, or perhaps we were watching paint dry--when I experienced one of those evolutionary breakthroughs for which the human race is justly famous.

Numbers 130

Numbers 130

A Wealth of Common Sense

DECEMBER 25, 2022

When I was younger and didn’t know anything the majority of my reading was of the non-fiction variety. I don’t read nearly as much as I did in the past but when I do it tends to be more fiction than non-fiction these days. It could be the fact that podcasts, blogs, opinion writers and such have made non-fiction books less useful. But I’m always more impressed with the creativity involved in crafting cha.

121

121

Advertisement

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

Clients

The Irrelevant Investor

DECEMBER 25, 2022

Today’s Talk Your Book is brought to you by S&P Dow Jones Indices: See here to learn more about investing in S&P thematic indices On today’s show, we are joined by Pavel Vaynshtok, Global Head of Strategy Indices at S&P Dow Jones On today’s show we discuss: How thematics have gotten so popular History of indices going back to the 20s How S&P constructs their indices Growth vs value and thematic.

Investments 83

Investments Investing 83

James Hendries

DECEMBER 25, 2022

A well-crafted business plan can be a blueprint for entrepreneurial confidence. This multifaceted tool is as important to established business owners looking to grow their companies as it is to budding entrepreneurs. A business plan defines your business, outlines your goals, and lays a strong foundation for achieving them. A valuable resource for investors and lenders, a strong business plan can help you secure capital for expanding operations.

Business Planning 52

Business Planning Planning Startup Engineering 52

oXYGen Financial

DECEMBER 25, 2022

![CDATA[ Home ownership in most cases should not be an impulsive decision. For most individuals, it's the largest investment they will ever make, as such, it should be treated accordingly. Allowing yourself the necessary time to prepare financially will make the process far less stressful. In addition to giving yourself time to prepare for the purchase, you should also allow yourself a window to.

Investing 52

Investing Investments 52

The Big Picture

DECEMBER 25, 2022

Art Cashin is a Wall Street treasure, and his annual shares are always appreciated. This is his December 23rd commentary. Happy Merry! ‘Tis two days before Christmas. and at each brokerage house. The only thing stirring. was the click of a mouse. Down on the Exchange. the tape inches along. Brokers bargained and traded. as they hummed an old song. With supply chain disruptions. from iPhones through socks.

246

246

Abnormal Returns

DECEMBER 25, 2022

Strategy Six things that don't change in financial markets including the attraction of 'shiny objects.' (humbledollar.com) Why its both the best (and worst) time for individual investors. (rock-wealth.co.uk) Companies Not a lot went right for Big Tech in 2022. (semafor.com) Just about everything went right for the NFL in 2022. (hollywoodreporter.com) Twitter has done serious damage to Elon Musk's aura of invincibility.

Marketing 130

Marketing Marketing Financial Advising Economy 130