Abnormal Returns

JANUARY 21, 2024

Top clicks this week On the importance of time when it comes to compounding. (humbledollar.com) How to use AI to do fundamental company analysis. (howardlindzon.com) How to use a negative checklist. (novelinvestor.com) Where are real interest rates going to settle? (mrzepczynski.blogspot.com) You can only control your own behavior. (creativeplanning.com) There's no magic in personal finance, but there are some surprising hacks.

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Retirement 249

A Wealth of Common Sense

JANUARY 21, 2024

It’s been a while but we’re back: After a little more than two years, the S&P 500 finally took out the highs from January 2022 on Friday. New all-time highs! This bear market felt nasty in 2022 but it was fairly run-of-the-mill when compared with the biggest downturns over the past 70+ years. Here’s an updated table of S&P 500 bear markets since 1950 along with the number of days it has taken to.

Marketing 113

Marketing Marketing Numbers 113

Abnormal Returns

JANUARY 21, 2024

Equities The S&P 500 is at a new all-time high. (tker.co) Lessons learned from the two-year bear market. (theirrelevantinvestor.com) Diversification Why investors should just take a pass on China. (humbledollar.com) It's easy to forget, but diversification still matters. (disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way.

Financial Advising 169

Financial Advising Economy Manufacturing Media 169

The Irrelevant Investor

JANUARY 21, 2024

There was more speculation leading up to the launch of the Bitcoin ETF than anything that I’ve ever seen. People were debating how much money these ETFs would take in and what impact the inflows would have on the underlying price. The nine new spot Bitcoin ETFs that came to market have collectively taken in just under $4 billion. (H/t Eric Balchunas on all this data) IBIT (iShares) and FBTC (Fidelity) took 4 and 5.

Marketing 98

Marketing Marketing 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

Million Dollar Round Table (MDRT)

JANUARY 21, 2024

By Sim Gakhar, CHS, CEA We are in a lonely business. We don’t have to be in it all by ourselves though. If we are, we may find it takes us years to reach our goals, if we ever do. Nobody has ever reached high levels of success on their own. Perhaps then it isn’t surprising that I learned at my first MDRT Annual Meeting that the successful financial advisors I talked to had coaches.

Financial Advisor 79

Financial Advisor Clients Management 79

oXYGen Financial

JANUARY 21, 2024

![CDATA[ To delve into the intricate realm of credit scores, our historical journey begins in the early 19th century, led by the forward-thinking Lewis Tappan. In 1841, Tappan, an American merchant, laid the foundation for the first US agency dedicated to rating commercial credit. At its inception, the focus was primarily on assessing the payment capabilities of business borrowers, a far cry from.

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Calculated Risk

JANUARY 21, 2024

From STR: U.S. hotel results for week ending 13 January U.S. Hotel performance increased from the previous week, while year-over-year comparisons remained mixed, according to CoStar’s latest data through 13 January. 7-13 January 2024 (percentage change from comparable week in 2023): • Occupancy: 53.3% (-2.8%) • Average daily rate (ADR): US$153.84 (+6.3%) • Revenue per available room (RevPAR): US$81.96 (+3.3%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy r

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The Irrelevant Investor

JANUARY 21, 2024

Today’s Talk Your Book is recorded live at FARMCON: See here for more information on one of the largest ag-focused conferences in the country! On today’s show, we discuss: The macro economy in 2023, and what to expect in 2024 Financial planning basics Commodity trading Behavioral finance and how it affects investing decisions A live Q and A A conversation with Andy Daniels, a legend in the commodity trading business.

Financial Planning 59

Financial Planning Economy Planning Investing 59

Advisor Perspectives

JANUARY 21, 2024

An emerging-market money manager who is outperforming 99% of his peers says equity investors can make money in 2024 whether the Federal Reserve cuts interest rates or not, by focusing on countries undergoing economic transformations.

Management 59

Management Marketing Marketing Economics 59

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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

JANUARY 21, 2024

Weekend: • Schedule for Week of January 21, 2024 Monday: • No major economic releases are scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 5 and DOW futures are up 34 (fair value). Oil prices were up slightly over the last week with WTI futures at $73.57 per barrel and Brent at $78.43 per barrel. A year ago, WTI was at $81, and Brent was at $87 - so WTI oil prices were down 10% year-over-year.

Economics 58

Economics Marketing Marketing 58

Advisor Perspectives

JANUARY 21, 2024

Chinese stocks just capped another dismal week, with a gauge of mainland firms listed in Hong Kong languishing at the bottom of global equity index rankings for the year so far.

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Trade Brains

JANUARY 21, 2024

Fundamental Analysis of Jupiter Wagons: The Indian Government announced a budget of Rs. 2.4 Lakh Cr for The Indian Railways in its recent Union Budget. The railways, like the veins of the country, connect states, making it very economical to transport goods across India as well as to the ports, from where they will be exported to the world. One can read about the major developments projected in this industry from the Industry Overview.

Manufacturing 105

Manufacturing Transportation Budgeting Government 105

Advisor Perspectives

JANUARY 21, 2024

The surge in small-cap stock performance in the final weeks of 2023 may signal a long-awaited turnaround for smaller companies that have lagged large-cap peers for a decade, according to Head of Global Index Portfolio Management Dina Ting.

Portfolio Management 52

Portfolio Management Portfolio Management 52

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

Random Roger's Retirement Planning

JANUARY 21, 2024

It's Barron's-Roundtable season and in the second installment , one of the panelists who only picks mutual funds mentioned the Aristotle Floating Rate Income Fund (PLFDX). I've never heard of the fund but since the fund company isn't a behemoth like Franklin of Vanguard I was curious. I've maintained floating rate exposure for a long time, really a long time.

Portfolio 69

Portfolio Clients Taxes Accounting 69

Advisor Perspectives

JANUARY 21, 2024

Initiate the year with direct indexing, encompassing tax planning, personalized investing strategies, rejuvenating sidelined cash, and navigating concentrated stock positions or financial windfalls.

Tax Planning 52

Tax Planning Taxes Planning Investing 52

The Big Picture

JANUARY 21, 2024

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Inside the Crime Rings Trafficking Sand : Organized crime is mining sand from rivers and coasts to feed demand worldwide, ruining ecosystems and communities. Can it be stopped? ( Scientific American ) • Think millennials have it tough? For ‘Generation K’, life is even harsher : After our in-depth investigation of the issues faced by young adults, Noreena Hertz takes a look at the lives of toda

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Startup Sales Management Marketing 130

Advisor Perspectives

JANUARY 21, 2024

“Two is better than one” is a nice saying, but it really depends on what you’re describing. Two hurricanes or earthquakes aren’t better than one. Just one disaster at a time will suffice, thank you very much.

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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.

Banking

Advisor Perspectives

JANUARY 21, 2024

With the expectation of Federal Reserve rate cuts to come this year, global central banks could also follow suit. This could pave the way for international equities to run higher, giving investors upside while also getting diversified exposure.

Banking 52

Banking 52

Advisor Perspectives

JANUARY 21, 2024

I’m a big fan of ETF product development, but sometimes the choices can be overwhelming. For example, on our ETF Database platform there are approximately 90 ETFs offering high yield bond exposure.

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Advisor Perspectives

JANUARY 21, 2024

Rate cuts don’t happen in a vacuum—staying nimble with asset allocation can help investors adapt.

Assets 52

Assets Asset Allocation Investing Investments 52

Advisor Perspectives

JANUARY 21, 2024

The race for the White House intensified this week as Donald Trump won the Iowa caucus with 51% of the vote, handily beating rivals Ron DeSantis and Nikki Haley. Results from the online prediction market PredictIt now show that Trump has become the betting favorite to win November’s general election.

Marketing 52

Marketing Marketing 52

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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!

Accounting