Abnormal Returns

MARCH 16, 2025

Top clicks this week Are we finally seeing an opening for international diversification? (awealthofcommonsense.com) The last ten years in the stock market visualized. (sherwood.news) It's been a awhile since the Nasdaq traded below its 200 day moving average. (bilello.blog) The stock market is a big distraction to the business of investing. (albertbridgecapital.com) Another example, why the stock market is not a level playing field.

Investing 182

Investing Investments Marketing Marketing 182

Calculated Risk

MARCH 16, 2025

Weekend: Schedule for Week of March 16, 2025 FOMC Preview Monday: At 8:30 AM ET, Retail sales for February is scheduled to be released. The consensus is for a 0.7% increase in retail sales. Also at 8:30 AM, The New York Fed Empire State manufacturing survey for March. The consensus is for a reading of -2.0, down from 5.7. At 10:00 AM, The March NAHB homebuilder survey.

Retail 147

Retail Sales Manufacturing Numbers 147

Wealth Management

MARCH 16, 2025

A report from AdvisorPro found over half of RIA ETF positions changed in 2024, indicating tactical reallocations while adapting to market conditions.

Marketing 254

Marketing Marketing 254

A Wealth of Common Sense

MARCH 16, 2025

Coming into 2025 the S&P 500 had just two down years out of the past 15: 2010 +14.8% 2011 +2.1% 2012 +15.9% 2013 +32.2% 2014 +13.5% 2015 +1.4% 2016 +11.8% 2017 +21.6% 2018 -4.2% 2019 +31.2% 2020 +18.0% 2021 +28.5% 2022 -18.0% 2023 +26.1% 2024 +24.9% We were all probably a little spoiled. Regardless of the reason for the recent swoon, we were due.

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Clients

Million Dollar Round Table (MDRT)

MARCH 16, 2025

By MDRT Bylaws and Ethics Committee Ethical conduct in financial services is the cornerstone of client trust, professional growth and industry respect. As MDRT members, we are committed to upholding the highest ethical standards, not only because it is the right thing to do but because it aligns with our mission to serve clients best interests. The 3 Rs relationships, remuneration and records is the framework that provides practical insights into how advisors can embody the MDRT Code of Ethics

Ethics 81

Ethics Financial Services Clients 81

Tobias Financial

MARCH 16, 2025

As you work toward your financial goals, regularly reviewing your investment portfolio is essential. Whether youre new to investing or have years of experience, taking a step back to evaluate your strategy can help ensure that your portfolio remains aligned with your objectives, especially in times of market uncertainty and volatility. A portfolio review can help you: Assess your investment objectives and confirm they align with your financial plan Evaluate your time horizon and risk tolerance E

Investing 52

Investing Investments Risk Tolerance Asset Allocation 52

Random Roger's Retirement Planning

MARCH 16, 2025

Certain things fascinate me including whether a tail risk ETF will ever solve the dilemma of bleeding away as put options expire worthless and the fund then buys more. Going long the VIX is another way to put on the exposure in theory but is very difficult to execute on with the failed Simplify Tail Risk ETF (CYA) as an example. In a recent post we looked at the filed for Tuttle Capital No Bleed Tail Risk ETF (OHNO) which will have several different strategies under the hood if it lists.

Taxes 52

Taxes Marketing Marketing Investing 52

Advisor Perspectives

MARCH 16, 2025

News headlines this week have been dominated by recession fears in the U.S., with the S&P 500 and the Magnificent 7 shedding value. Yet, amid this rising uncertainty, a positive story is emerging—the performance of European markets.

Marketing 59

Marketing Marketing 59

oXYGen Financial

MARCH 16, 2025

![CDATA[ Financial planning isn't a one-time eventit's a lifelong journey that evolves with each stage of life. As income grows, responsibilities shift, and retirement nears, the financial choices you make can have lasting impacts. Whether you're establishing a foundation in your 30s, maximizing growth in your 40s, or fine-tuning your retirement strategy in your 50s, being aware of.

Financial Planning 52

Financial Planning Retirement Planning 52

Calculated Risk

MARCH 16, 2025

Most analysts expect no change to FOMC policy at the meeting this week, keeping the target range at 4 1/4 to 4 1/2 percent. Market participants currently expect the FOMC to be on hold at the March and May meetings, with the next rate cut in June, and another cut later in the year. From BofA: The March FOMC meeting will likely be all about policy uncertainty.

Banking 165

Banking Distribution Economics Marketing 165

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Management

The Big Picture

MARCH 16, 2025

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: How the Biggest Crypto Heist in History Went Down : The cryptocurrency exchange Bybit lost $1.5 billion to North Korean hackers last month and it all traced back to an account on a free digital storage service.( New York Times ) The Worst 7 Years in Boeings Historyand the Man Who Wont Stop Fighting for Answers : Fatal crashes.

Wealth Management 217

Wealth Management Budgeting Accounting Economics 217

Abnormal Returns

MARCH 16, 2025

Markets Sam Ro, "The stock market does not price in whats going on today. Its pricing in whats expected in the weeks, months, and years ahead." (tker.co) Ben Carlson, "The stock market doesnt care what you say or how you feel." (awealthofcommonsense.com) Big Tech How Apple ($AAPL) whiffed so badly on AI. (spyglass.org) Amazon ($AMZN) plans to diversify away from Nvidia ($NVDA) chips.

Economy 173

Economy Manufacturing Government Media 173