The Big Picture

AUGUST 14, 2022

During the 2022 Abel lectures Jim Simons had a conversation with Nils A. Baas and Nicolai Tangen. The lectures were held at The University of Oslo, May 25th…. A conversation with Jim Simons: Mathematics, Common Sense and Good Luck. Source: The Abel Prize , June 13, 2022. The post A conversation with Jim Simons appeared first on The Big Picture.

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Abnormal Returns

AUGUST 14, 2022

Also on the site Don't let inertia keep you from learning something new (and useful). (abnormalreturns.com) My Q&A with Eric Barker author of “Plays Well with Others: The Surprising Science Behind Why Everything You Know About Relationships Is (Mostly) Wrong.” (abnormalreturns.com) Calibrating your work-life balance. (abnormalreturns.com) Top clicks this week Five lessons from getting older including 'Change gets old.

Retirement 162

Retirement Portfolio Assets Management 162

oXYGen Financial

AUGUST 14, 2022

![CDATA[ Your child and or grandchild has been looking to you for advice and guidance their entire life. That certainly doesn't stop when they graduate from college. Young adults still need your help when it comes to making important decisions such as big-ticket purchases, finances and investing their money. Although you may not be an expert in this field, you can still point them in the right.

Investing 105

Investing Investments 105

Clever Girl Finance

AUGUST 14, 2022

Here's the thing: There are many tools out there to help you save money. They teach you where to set up your savings, how to do it, and what to use them for. Study them all, and you'll probably have your finances in good order. But if you really want to be smart about your savings, you'll need sinking funds. Especially if you want to know the best way to save money to cover all your expenses and actually enjoy the fruit of your labor, you'll need something better than a run-of-the-mill savings a

Budgeting 99

Budgeting Accounting Medical Math 99

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Accounting

A Wealth of Common Sense

AUGUST 14, 2022

I did a radio interview this week. I don’t do a lot of these things because it’s just easier and more comfortable to talk about stuff on my podcast but this one sent me a great list of questions ahead of time that I liked. Here are 6 of the best questions with some thoughts on each: (1) What is your reaction to the latest CPI report and your outlook on inflation?

Economy 89

Economy Marketing Marketing 89

Million Dollar Round Table (MDRT)

AUGUST 14, 2022

By Matt Pais, MDRT Content Specialist How do you keep your staff members motivated? For Adam Llewellyn Morse, CFP , a nine-year MDRT member from Melbourne, Victoria, Australia, that means verbalizing the things he is going to do and giving team members a chance to articulate what they need him to do. “As a business owner and leader of the team, it’s difficult to hold other staff members accountable when you’re not actually performing at a high level yourself,” he said.

Accounting 83

Accounting CFP Clients Management 83

Wealth Management

AUGUST 14, 2022

Several recent conduits offer a glimmer of hope that the market will find its footing again.

Marketing 89

Marketing Marketing 89

Nationwide Financial

AUGUST 14, 2022

Financial Awareness Day. National Financial Awareness Day is a great time for clients to reflect on their financial practices and plan for a more secure future. Financial literacy can seem overwhelming or out of reach—but it doesn’t have to be that way. Although the origin of the holiday is unknown, its purpose is to promote good financial practices.

Clients 59

Clients Retirement Planning Retirement Budgeting 59

Trade Brains

AUGUST 14, 2022

Trident Ltd Analysis: How often do you hear about a mid-cap company whose share price has grown 500% in only two years? Now add to it the fact that it is a household name. You may have its bedsheets at home or there is a good chance that the paper used in your office printers is manufactured by this company. We are talking about Trident Ltd. here. The rise of Trident is a surprise to many.

Planning 52

Planning Manufacturing Retail Accounting 52

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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.

Banking

Calculated Risk

AUGUST 14, 2022

Weekend: • Schedule for Week of August 14, 2022 Monday: • At 8:30 AM ET, The New York Fed Empire State manufacturing survey for August. The consensus is for a reading of 5.5, down from 11.1. • At 10:00 AM, The August NAHB homebuilder survey. The consensus is for a reading of 55, unchanged from 55. Any number above 50 indicates that more builders view sales conditions as good than poor.

Manufacturing 52

Manufacturing Numbers Sales Marketing 52

oXYGen Financial

AUGUST 14, 2022

![CDATA[ When you last did your projections for retirement through the tools offered from your 401(k) plan or the book your financial advisor put together, are you sure the assumptions that were made were explained to you clearly? Or did you challenge each assumption made within the financial plan to be certain that the assumptions matched your level of risk tolerance and were reasonable.

Retirement 52

Retirement Risk Tolerance Financial Advisor Financial Planning 52

Calculated Risk

AUGUST 14, 2022

Here is a look at the change in teen employment over time. The graph below shows the employment-population ratio for teens (6 to 19 years old) since 1948. The graph is Not Seasonally Adjusted (NSA), to show the seasonal hiring of teenagers during the summer. A few observations: 1) Although teen employment has recovered some since the great recession, overall teen employment had been trending down.

Retirement 52

Retirement Economy 52

oXYGen Financial

AUGUST 14, 2022

![CDATA[ Traveling is a simple pleasure that makes you richer without money. Seeing other parts of the world just brings about a feeling of happiness and for some, the desire to make a career out of it. If you happen to be someone who loves to travel, you may have decided that you want to help others do it as well. You could start a blog and tell your own personal wanderlust stories.

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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.

Financial Advice

Abnormal Returns

AUGUST 14, 2022

Markets Ben Carlson, "Sometimes all the market needs to see is that things aren’t as bad as investors originally feared." (awealthofcommonsense.com) Investing means you are going to experience regret. (humbledollar.com) Companies Peloton ($PTON) is still trying to right-size the business. (frontofficesports.com) Ford ($F) is struggling with quality issues.

Financial Advising 147

Financial Advising Commission Economics Media 147

Random Roger's Retirement Planning

AUGUST 14, 2022

There's been a fair bit of ETF innovation lately both listings and filings. First up are single issue treasury ETFs from F/m Investments. So far they listed the US Treasury 10 Year ETF (UTEN), US Treasury 2 Year ETF (UTWO) and the US Treasury 3 Month Bill ETF (TBIL). Love the symbol UTWO. Here's a primer from Barron's but basically the funds will always own the current issue and then roll to the new one when it is auctioned.

Accounting 49

Accounting Clients Portfolio Retail 49

The Big Picture

AUGUST 14, 2022

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • An American Catastrophe : The secret history of the U.S. government’s family-separation policy. We need to take away children.” ( The Atlantic ). • A Uranium Ghost Town in the Making : Time and again, mining company Homestake and government agencies promised to clean up waste from decades of uranium processing.

Recruitment 290

Recruitment Advertising Government Investing 290