Abnormal Returns
AUGUST 11, 2024
Top clicks this week Good luck trying to figure out the stock market these days. (sherwood.news) The stock market is not economy, and vice versa. (awealthofcommonsense.com) On the differences between individual bonds and bond funds. (humbledollar.com) What to do the next time the stock market tanks. (tonyisola.com) You may be surprised by what Olympians eat.
Wealth Management
AUGUST 11, 2024
Turn To Orion’s 2024 Election Microsite for Relevant, Unbiased and Actionable Content
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The Big Picture
AUGUST 11, 2024
Our story so far : Stuck at home over the pandemic, it was a perfect time to revisit a pastime of my youth – buying cheap beater cars, and turning them into something fun and worthwhile. Only this time, I have a lifetime of experience with what does and doesn’t work well, along with a somewhat more generous budget. All of this got restarted about a decade ago; I was personalizing a 2013 flood salvage-title Rubicon ; it reminded me how much fun it was to do these little projects.
Calculated Risk
AUGUST 11, 2024
Weekend: • Schedule for Week of August 11, 2024 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 10 and DOW futures are down 66 (fair value). Oil prices were up over the last week with WTI futures at $76.84 per barrel and Brent at $79.66 per barrel. A year ago, WTI was at $83, and Brent was at $88 - so WTI oil prices are down about 7% year-over-year.
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A Wealth of Common Sense
AUGUST 11, 2024
Diversified investors experienced one of the worst bear markets ever in 2022. The stock market downturn wasn’t great but not out of the ordinary as far as bear markets go. It was relatively calm in comparison to history’s worst crashes. The average bear market since 1928 is a loss of more than 36%, so the 25% peak-to-trough drawdown in 2022 wasn’t the end of the world.
Million Dollar Round Table (MDRT)
AUGUST 11, 2024
By Sandy Schussel If you want more business from existing clients and lots of introductions to new clients, get your best clients to tell stories about their “magical” experience working with you. You don’t have to bring them 25% returns or prevent an economic recession, but you do have to provide an experience that shows you care deeply about them and their situation.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Accounting for Good
AUGUST 11, 2024
For many not for profit organisations having an internal finance department is costly. Outsourcing this function to professionals makes economic sense.
Advisor Perspectives
AUGUST 11, 2024
Investors can still extract yield while adding core bond exposure with the NEOS Enhanced Income Aggregate Bond ETF (BNDI).
Abnormal Returns
AUGUST 11, 2024
Markets Big up and down days in the stock market tend to cluster. (downtownjoshbrown.com) Lower interest rates are benefiting real estate stocks. (allstarcharts.com) Strategy There is no holy grail in investing. (albertbridgecapital.com) Bonds hedge against stock market declines, most of the time, but not every time. (awealthofcommonsense.com) Finance A look at the financial performance of the big seven tech stocks, YTD.
Advisor Perspectives
AUGUST 11, 2024
China’s two-speed economy and the internationalization of the renminbi suggest long-term opportunities may be found amid near-term challenges.
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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
The Big Picture
AUGUST 11, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • State pension funds eye crypto investments, cheered on by lobbyists : In five states, lawmakers have advanced legislation in support of the idea, as industry advocates tease the potential for sky-high profits. (I am too conservative, or does this seem incredibly reckless?
Advisor Perspectives
AUGUST 11, 2024
Emerging-market currencies are set to clock their biggest weekly gains of 2024, led by a rise in Brazil’s real on expectations its central bank could raise interest rates later this year.
Advisor Perspectives
AUGUST 11, 2024
It looks like investors have been adding shares of Amazon.com to their carts in recent weeks.
Advisor Perspectives
AUGUST 11, 2024
When I was in high school, I really wanted a car. My loving parents took every situation as an opportunity to teach. They told me that if I wanted a car, I would have to earn it.
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.
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