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After yesterday’s discussion on the uncertainty monster , a friend who “loves perspective changers” reached out with a challenge: “Most people rarely question their own basic ideas,” he said, He challenged me to find 10 concepts to do just that. I agreed to give it a shot, assembling a list of my own, filling it out with a few classics from others: Uncertainty : Objectively speaking “uncertainty” does not increase or decrease – by definition, the future is always inherently uncertain.
Has there ever been a sexier, more lovely roadster than the Jaguar E-Type? It is perhaps the most beautiful convertible — ever. Even Enzo Ferrari called the E-Type ‘ The most beautiful car ever made.” And a 150-mph top speed didn’t hurt either. The E-Type was continually upgraded from 1961 through 1975 while retaining its spectacular styling. The original 3.8-liter XK straight-six made 265bhp from the factory; the engine grew to 4.2 liters. and produced the same 265 horsepower as the 3.8-l
Seattle is the latest metro area where the brokerage has opened a multi-advisor office; but the firm expects to take its teaming model to small, rural locations—Edward Jones’ bread and butter—too, says Managing Partner Penny Pennington.
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
My end-of-week morning offsite reads: • A New Bull Market Can’t Start Until Investors Give Up For a new cycle to begin, people who bet on the market need to capitulate. Problem is, they’ve forgotten what that feels like. ( Wall Street Journal ). • What’s Going On…With Jobs The June jobs report was cheered by economic bulls given its strength in level terms, but rates of change among leading indicators don’t favor a soft-landing outcome for the economy. ( Charles Schwab ) see al
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Shannon Saccocia, and Downtown Josh Brown discuss the Nasdaq bounce, inflation vs spending, good news for the economy, Shannon’s ideas for the second half, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Shannon Saccocia, and Downtown Josh Brown discuss the Nasdaq bounce, inflation vs spending, good news for the economy, Shannon’s ideas for the second half, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
The firm recommended investments in share class options for clients in its wrap account programs when more affordable options were available, according to the commission.
From CoStar: STR: US Hotels Reverse Demand Trends as Performance Recovers Following July Fourth After two consecutive weeks of lower demand around the Fourth of July holiday, U.S. hotel performance bounced back from the previous week, according to STR‘s latest data through July 16. July 10-16, 2022 (percentage change from comparable week in 2019*): • Occupancy: 72.0% (-7.4%) • Average daily rate (ADR): US$157.23 (+14.9%) • Revenue per available room (RevPAR): US$113.28 (+6.4%) *Due to the pandem
From the BLS: Regional and State Employment and Unemployment Summary Unemployment rates were lower in June in 10 states and the District of Columbia, higher in 2 states, and stable in 38 states, the U.S. Bureau of Labor Statistics reported today. All 50 states and the District had jobless rate decreases from a year earlier. Minnesota had the lowest jobless rate in June, 1.8 percent, closely followed by Nebraska, 1.9 percent.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Markets Barry Ritholtz, "Earnings are what they are, the profits of corporate America. By definition, they cannot be wrong – only better or worse than expected." (ritholtz.com) Why grifters use technological change to take advantage of investors. (novelinvestor.com) Markets are driven by feedback loops. (mrzepczynski.blogspot.com) Companies Snap ($SNAP) results are sign of slowing social media revenue growth.
The biz Acast is buying Podchaser. (axios.com) Economics Brian Koppeman talks with author Roger Lowenstein author of "Ways and Means: Lincoln and His Cabinet and the Financing of the Civil War." (stitcher.com) Ezra Klein talks housing with Jenny Schuetz who is the author of the new book “Fixer Upper: How to Repair America’s Broken Housing Systems.“ (nytimes.com) Antti Ilmanen Barry Ritholtz talks with Antti Ilmanen author of “Investing Amid Low Expected Returns: Making the Most When Markets Offe
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Many market commentators, financial advisors, and professionals are quick to point that that individuals are terrible investors. Of course, it's not exactly clear that professionals are much better than individuals, but it is certainly true that most investors should simply buy low-cost index funds (or factor funds!) and gets their hands out of the cook jar.
Frank Rabinovich was a portfolio manager and technology specialist at bond giant PIMCO in the 1990s. The way his colleagues treated him was a microcosm of the culture at the firm in its heyday. Co-workers would douse him with bug spray, claiming he smelled bad. They cut off the bottom of his ties when they didn’t like the look of them. They tackled him relentlessly in games of touch football since he wasn’t as.
Hiring a financial advisor is beneficial in multiple ways. You get access to financial expertise and knowledge on investments and money management, a deeper understanding of how markets work, and how to create and deploy the right investment strategies to attain your goals. The advisor can also help you plan for the future more efficiently and take advantage of opportunities that arise due to changing market conditions.
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
The advance estimate of Q2 GDP will be released next week, and the consensus is for real GDP to increase 0.4% in Q2. Note: We've seen two consecutive quarters of negative GDP before without a recession (that isn't the definition). If Q2 is negative, it will mostly be due to inventory and trade issues. No worries. My view is the US economy is not currently in a recession, see: Predicting the Next Recession From BofA: In next week’s advance estimate of 2Q US GDP, we expect the BEA to report that t
You've invested time and energy into building a great website that will represent your business online. You've uploaded the logo, applied a design that looks sharp, wrote a personalized 'About Me' section, and even had professional headshots done for you and your team. Now it's time to sit back, relax, and watch all of that new traffic (and leads!) roll in.
List of Monopoly Stocks in India That Have Conquered the Industry: How many Indian companies can you name that are monopolies? Today we identify one of Warren Buffets’ favorite categories i.e. monopolies, but in the Indian markets. Monopoly refers to the category of companies who due to their major competitive advantage are market leaders in their industry.
Richard Ennis – The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium (The Best Investment Writing Volume 6) Author: Richard Ennis, CFA, managed money at Transamerica and pioneered quant investing in the early 1970s. He helped create the field of institutional investment consulting at A.G. Becker & Co. Richard co-founded EnnisKnupp, the first consultancy […].
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
This post isn't about something intangible like myself or my wife but actual dollars and cents. Friends, let me tell you about Cardano! Just kidding. PD Mangan (@mangan150 on Twitter) had a few Tweets today about overcoming depression. In one of them he asked a rhetorical question along the lines of if you woke up, just worked out, swam in a cold lake and then had steak and eggs for breakfast, how depressed would you be?
I have been a big fan of the IIA’s magazine for a long time, having been both a contributor and a member of its editorial board. A recent piece tackled a topic that I believe is important, not only for internal auditors but also for risk practitioners in an article titled, Digging Deep (available to […].
Top Gaming Stocks In India: Don’t you miss the days when we could just come home and just plug into our favourite games? Luckily for us today we can do the same at our convenience thanks to smartphones. The gaming industry too has evolved over the last decade and thanks to the accessibility you can find people zoned into games like PUBG at every corner.
In today’s information driven world, it’s crucial for stock market investors to get the right information and not get sucked into financial entertainment. The stock market pundits will always be telling you TO DO SOMETHING, even when they don’t have your best interest in mind. In this week’s video, Tom shares a personal story about […].
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Forrest Bell, CFP®. In June, the stock market ebbed once again, reflecting investors’ concerns about the twin risks of inflation and economic slowdown. These June losses pushed both U.S. and international stocks into bear market territory. Despite a modest late-month rally, U.S. and global stock indices still ended the month down nearly ten percent.
![CDATA[ It's no secret that life can be unpredictable. Unexpected expenses can crop up at any time, and if you're not prepared, they can throw you for a loop. That's why it's so important to have an emergency fund in place. If you don't have one already, don't worry - building an emergency fund is easier than you might think. If you're currently experiencing an emergency and don't have a fund.
Here are some things I think I am thinking about: 1) The Money Multiplier Lives! Longtime readers are probably very tired of watching me try (unsuccessfully) to kill the money [ … ].
On COVID (focus on hospitalizations and deaths): Hospitalizations have almost quadrupled from the lows in April 2022. COVID Metrics Now Week Ago Goal New Cases per Day 2 126,128 128,126 ?5,000 1 Hospitalized 2 ?? 35,362 33,246 ?3,000 1 Deaths per Day 2 355 378 ?50 1 1 my goals to stop daily posts, 2 7-day average for Cases, Currently Hospitalized, and Deaths ??
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
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