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.

Engineering 284

Engineering Budgeting Distribution Insurance 284

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.

Economy 248

Economy Planning Marketing Marketing 248

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.

Marketing 96

Marketing Marketing 96

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.

Clients 83

Clients Economics Marketing Marketing 83

Speaker: Indy Chakrabarti, Chief Marketing Officer at HighRadius

4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor

Sales

Wealth Management

AUGUST 11, 2024

Turn To Orion’s 2024 Election Microsite for Relevant, Unbiased and Actionable Content

Economy 100

Economy Marketing Marketing 100

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.

Economics 57

Economics Marketing Marketing 57

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.

Accounting 52

Accounting Economics 52

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.

Clients 52

Clients 52

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.

Financial Advising 231

Financial Advising Economy Media Taxes 231

Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

Numbers

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.

Marketing 52

Marketing Marketing Banking 52

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?

Nonprofit 144

Nonprofit Certification Management Investing 144

Advisor Perspectives

AUGUST 11, 2024

Investors can still extract yield while adding core bond exposure with the NEOS Enhanced Income Aggregate Bond ETF (BNDI).

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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.

Economy 52

Economy 52

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.

Advisor Perspectives

AUGUST 11, 2024

It looks like investors have been adding shares of Amazon.com to their carts in recent weeks.

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