The Reformed Broker
JULY 13, 2022
Put this phrase in your vocabulary for the second half of the year because you are going to be hearing it everywhere: “a mild recession.” This is where the puck is going. All of Wall Street’s chief strategists and chief economists are going to be pivoting to this case if they haven’t already. The “soft landing” idea is going to fade away.
Pragmatic Capitalism
JULY 13, 2022
The most recent headline CPI came in at 9.1% so it might seem odd to think that the risk of disinflation and deflation is rising. But while the CPI is [ … ].
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Abnormal Returns
JULY 13, 2022
Podcasts Daniel Crosby talks with Nick Maggiulli about his book "Just Keep Buying." (standarddeviationspod.com) Peter Lazaroff talks with Brian Feroldi author of "Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing In School, But Weren’t." (peterlazaroff.com) Estate planning Why you need an estate plan. (thomaskopelman.com) Where you hold assets affects your ability to do bequests.
The Reformed Broker
JULY 13, 2022
The stickiest thing is going to be fighting the wage-price spiral, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
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Abnormal Returns
JULY 13, 2022
Markets The Euro is trading at parity with the U.S. dollar. (nytimes.com) How much of an economic downturn is priced in already? (tker.co) Commodities Why long commodities are not a long-term strategic investment. (wapo.st) Don't kid yourself about gold. (allstarcharts.com) Finance The CFA Institute is facing pushback in this year's proxy vote. (institutionalinvestor.com) More signs that gambling and trading are converging.
Clever Girl Finance
JULY 13, 2022
Let's talk about the best business ideas for women! It’s so important for our world to have women in business. After all, we’re half the population—that’s billions of women with unique ideas, skillsets, and visions for the future. Female business owners employ nearly 9 million people and generate 1.7 trillion dollars in sales per year. They help keep the economy running while improving their own lives and innovating new ways to make the world better.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Good Financial Cents
JULY 13, 2022
If you have been wondering what it means to invest in digital real estate, you’ll have to start thinking in terms of our virtual world. In the rapidly evolving world of cyberspace, digital real estate is akin to a virtual parcel of land. Investing in digital real estate allows you to own a piece of cyberspace — a digital asset — that can be made available for sale, and to use that piece of real estate in any number of ways.
FMG
JULY 13, 2022
One of the top questions that we get is, “How can I promote myself as a financial advisor?” And we always tell them how important it is to share content and engage on social media. But with 3.96 billion people on social media , how can you stand out from the crowd? We’re sharing eight ways to stand out on social media and ultimately grow your business. 8 Ways to Stand Out on Social Media.
Random Roger's Retirement Planning
JULY 13, 2022
Ok, buckle up, this is interesting. Hat tip to Eric Balchunas for finding this ETF filing. I then found a related filing. The filings are under the name YieldMax. One filing is for 10 individual stock "option income" funds and 5 ETF "option income" funds. The basic strategy is not to own the underlying stock/ETF but to instead use options to create a synthetic position in the underlying stock/ETF with what if often called a risk reversal.
James Hendries
JULY 13, 2022
Dear Valued Investor, As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. However, the Fourth of July Independence Day holiday does bring with it reason for celebration. Not only is it the 246th birthday of the United States of America, but July has historically been a pretty good month for stocks.
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.
NAIFA Advisor Today
JULY 13, 2022
As an insurance advisor for individuals on Medicare, it is critical that you do everything in your power to give your clients access to care through a well-thought-out and comprehensive insurance package. You can help them stay healthy by utilizing Medicare’s preventive health benefits. It can be challenging for your clients to keep up with the preventive services they have received and when they are eligible for another service.
James Hendries
JULY 13, 2022
Key changes from June report: Lowered S&P 500 Index year-end fair value target from 4,800-4,900 to 4,300-4,400. Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The S&P 500 Index entered a bear market in June, falling more than 20% from its January 3 high.
Meb Faber Research
JULY 13, 2022
Episode #428: Eric Balchunas, Bloomberg – Bogle is One of the Investing GOATs Guest: Eric Balchunas is an analyst at Bloomberg Intelligence focused on exchange-traded funds. Date Recorded: 8/1/2022 | Run-Time: 1:08:35 Summary: In today’s episode, we’re talking about the legend John Bogle. Eric covers his early struggles […]. The post Episode #428: Eric Balchunas, Bloomberg – Bogle is One of the Investing GOATs appeared first on Meb Faber Research - Stock Market and Investing B
Trade Brains
JULY 13, 2022
Top Biotechnology stocks in India: Technology has evolved rapidly over the last few decades. This has revolutionized the way we live in our day-to-day lives. This has given rise to multiple new fields in commercial science. One of those fields is Biotechnology. It is one of the evolving fields which combines both science and technology. In this article, we will take a look at the top biotechnology stocks in India.
Speaker: David Worrell, CFO, Author & Speaker
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.
Carson Wealth
JULY 13, 2022
By Brady Marlow, CFP ® , AEP ® , CAP ® , CPWA ® , CExP, Wealth Strategist. Many business owners are so consumed with growing their business that they have trouble planning for a successful exit. Not just how to eventually exit, but how to do it successfully. So how can you turn planning your exit into profitable, value-building action steps for your business?
Nerd's Eye View
JULY 13, 2022
During market downturns, tax-loss harvesting is often considered a ‘silver lining’ to an otherwise undesirable situation. In theory, the strategy allows investors to convert their capital losses into a tax deduction while staying invested so they can benefit when markets recover – ostensibly a win-win for the investor and, consequently, a popular strategy for advisors who are often eager to find ways to provide extra value to their clients in volatile markets.
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