Abnormal Returns

AUGUST 20, 2023

Strategy How to think about the bond sleeve of your portfolio. (fortunesandfrictions.com) The rise in interest rates is taking its toll on muni bond closed-end funds. (wealthmanagement.com) Finance Higher real yields are going to impact all manner of sectors. (mrzepczynski.blogspot.com) There's no insurance without reinsurance. (nytimes.com) Policy Kyla Scanlon, "Money can do a lot of things, but the laws of physics and biology supersede the almighty Dollar.

Financial Advising 199

Financial Advising Insurance Media Retirement 199

Trade Brains

AUGUST 20, 2023

Fundamental Analysis of Balkrishna Industries: MRF share has reached dizzying heights crossing the Rs 1,00,000 mark making it difficult for retail investors to include it in their diversified portfolios. But did you know, the stock of Balkrishna Industries (another leading Indian tyre manufacturer) sells for Rs 2,500 only? And the company is as big as MRF.

Planning 98

Planning Manufacturing Sales Accounting 98

Abnormal Returns

AUGUST 20, 2023

Top clicks this week How to invest if you have a really long time horizon. (klementoninvesting.substack.com) Rising bond yields continue to boost future returns. (awealthofcommonsense.com) If Fed funds top out at 5.5%, what does that mean for the bond market? (disciplinefunds.com) Don't confuse cash and bonds. (monevator.com) Should investors actually care about stock market valuations?

Valuation 190

Valuation Investing Investments Marketing 190

oXYGen Financial

AUGUST 20, 2023

![CDATA[ Net Unrealized Appreciation (NUA) is a term used in finance to describe the difference between the cost basis of an employer's stock held in a retirement account and its current market value. This concept is particularly relevant for employees who hold company stock in their 401(k) plan or Employee Stock Ownership Plan (ESOP). NUA can provide certain tax advantages and may be an.

Retirement 98

Retirement Taxes Accounting Planning 98

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.

Accounting

A Wealth of Common Sense

AUGUST 20, 2023

The rise in interest rates has led to a slaughter in long-term U.S. Treasuries. Even when we include the income earned on the bonds (which hasn’t been much in recent years), TLT is in the midst of a 40%+ drawdown: Losses of this magnitude can erase years and years of gains. We’re now closing in on a lost decade for long-term bonds. These are the total returns over the past 9 years: This is a new phenomenon i.

Marketing 98

Marketing Marketing 98

The Irrelevant Investor

AUGUST 20, 2023

Today’s Animal Spirits is brought to you by Halo Investing: See here for more information on investing with Halo. We had Matt Radgowski, CEO of Halo Investing to discuss an update on structured products. On today’s show, we discuss: Why structured products are more popular internationally Investment trends and structured products Customizing your own assets How advisors are utilizing structured notes in 2023 What go.

Assets 69

Assets Investing Investments 69

Calculated Risk

AUGUST 20, 2023

Weekend: • Schedule for Week of August 20, 2023 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are up 3 and DOW futures are up 15 (fair value). Oil prices were down over the last week with WTI futures at $81.25 per barrel and Brent at $84.80 per barrel. A year ago, WTI was at $94, and Brent was at $96 - so WTI oil prices are down about 13% year-over-year.

Economics 52

Economics Marketing Marketing 52

Advisor Perspectives

AUGUST 20, 2023

While some economists may argue that secular stagnation is to blame for China’s economic slowdown, concerns about sustained slower growth are overblown. If the country falls into a recession, it would constitute the next turn of the debt supercycle that began in the US in 2008 and moved to Europe in 2010.

Economics 52

Economics 52

Calculated Risk

AUGUST 20, 2023

The BLS reported on August 10th: The Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) increased 2.6 percent over the last 12 months to an index level of 299.899 (1982-84=100). For the month, the index increased 0.2 percent prior to seasonal adjustment. CPI-W is the index that is used to calculate the Cost-Of-Living Adjustments (COLA).

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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

Advisor Perspectives

AUGUST 20, 2023

This weekly update tracks some of the largest cryptocurrencies by market share: bitcoin and ether. We’ve also included XRP, as it was one of the largest cryptocurrencies when this article began.

Marketing 52

Marketing Marketing 52

The Big Picture

AUGUST 20, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Ghost Fleet Helping Russia Evade Sanctions and Pursue Its War in Ukraine : Turkish companies have bought dozens of tankers that ship Russian oil. ( Wall Street Journal ) • SPACs – The Implosion Continues. And… Where’s the SEC? It reached the point that there were more companies than acquisition targets.

Economics 130

Economics Numbers Investing Investments 130

Advisor Perspectives

AUGUST 20, 2023

We are now a few years past the onset of the COVID pandemic, and we've had a chance to think about some of its changes in the wealth management business. Even if we wish certain things hadn't changed, we must acknowledge that they have – and adapt accordingly.

Wealth Management 40

Wealth Management Management 40

Advisor Perspectives

AUGUST 20, 2023

Progress toward a sustainable world would be hamstrung without the backing of global banks and their sponsorship of green and sustainable bonds.

Banking 40

Banking 40

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

Advisor Perspectives

AUGUST 20, 2023

We expect inflation and rates to remain higher than the last decade. We favor tech within growth and cyclicals within value.

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