Wealth Management
JUNE 25, 2023
In a turbulent economic landscape, advisors are prioritizing risk management and increasingly worried about client longevity, according to exclusive research from Wealth Management IQ.
Calculated Risk
JUNE 25, 2023
The BLS reported on June 13th: The Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) increased 3.6 percent over the last 12 months to an index level of 298.382 (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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Abnormal Returns
JUNE 25, 2023
Also on the site Why we all need regular doses of Vitamin O, i.e. optimism. (abnormalreturns.com) Top clicks this week Warren Buffett's advice on active vs. passive investing is clear. (monevator.com) Joshua Brown, "The thing that everyone’s talking about is not always the thing that ends up mattering." (thereformedbroker.com) What the CIA can teach investors.
The Reformed Broker
JUNE 25, 2023
I’m all in for this. You? The post Dumb Money – Official Trailer appeared first on The Reformed Broker.
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Abnormal Returns
JUNE 25, 2023
Markets Wall Street strategists views on the market can differ in the short and long term. (tker.co) You can't take historical stock market statistics to the bank. (awealthofcommonsense.com) Crypto Bitcoin had a good week. (axios.com) Why everybody and their brother submitted a spot Bitcoin ETF application this week. (riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself.
Calculated Risk
JUNE 25, 2023
Weekend: • Schedule for Week of June 25, 2023 Monday: • At 10:30 AM ET, Dallas Fed Survey of Manufacturing Activity for June. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 6 and DOW futures are up 40 (fair value). Oil prices were down over the last week with WTI futures at $69.16 per barrel and Brent at $73.85 per barrel. A year ago, WTI was at $109, and Brent was at $117 - so WTI oil prices are down about 37% year-over-year.
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Norman Marks
JUNE 25, 2023
This is the story of a lady who: Saw her parents lose their home and have to rely on relatives for shelter and for work. Was raised as a Jewish woman in pre-war North London at a time of rabid anti-Semitism.
MarketWatch
JUNE 25, 2023
U.S. stock-index futures opened near unchanged and attempted to edge higher Sunday night, as investors reacted to chaotic weekend events that saw a short-lived rebellion that pitted the mercenary Wagner Group against the Russian military leadership. After advancing to within around two hours of Moscow, the mutiny was abruptly halted, with Wagner Group leader Yevgeny Prigozhin reportedly agreeing to depart for Belarus.
Million Dollar Round Table (MDRT)
JUNE 25, 2023
By Branden C. Schiralli We may think that the best way to maximize our time is to do more, faster. I thought the best way to do that was to multitask as quickly as I could. To accomplish more, I’d write emails while I was on the phone, or I’d talk to my assistant while eating lunch at my desk. The problem was that although I was working hard, at the end of my day sometimes I really didn’t even know what I’d accomplished.
Trade Brains
JUNE 25, 2023
Fundamental Analysis of Tata Chemicals: Did you know Tata Chemicals owned the renowned Tata Salt for a long time until it recently sold it to Tata Consumer Products? With 200% returns in the last three years, does it make sense for investors to enter the stock now? Or all the growth is done? Further, how well is this Tata stock positioned among the other chemical companies of India?
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.
oXYGen Financial
JUNE 25, 2023
Advisor Perspectives
JUNE 25, 2023
There are early signs of investors fleeing from tech stocks after a 1999-like rally formed a “baby bubble,” according to Bank of America Corp.’s Michael Hartnett.
Good Financial Cents
JUNE 25, 2023
Bitcoin is the oldest and best known of the modern crop of digital currencies. It’s a cryptocurrency, or digital currency, not backed by any government. That makes it very different from the US dollar, and it comes with unique risks that could make Bitcoin a good or bad investment, depending on your unique investment goals. If you’re looking into cryptocurrency for the first time, you may be wondering, “can I start by investing $100 in Bitcoin?
Advisor Perspectives
JUNE 25, 2023
Imagine a new digital environment where our data is portable and democratized, challenging the current monopolies. Web3 promises to be such an environment, using blockchain technology.
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.
The Irrelevant Investor
JUNE 25, 2023
Today’s Talk Your Book is brought to you by Helios: See here to learn more about utilizing Helios’ insourced CIO and other tailored tools for advisors. On today’s show, we are joined by Chris Shuba, Founder and CEO of Helios to discuss advisor best practices using Helios. On today’s show, we discuss: An intro to what an insourced CIO is The client experience at a large RIA vs. a small RIA Improving the c.
Advisor Perspectives
JUNE 25, 2023
Is recession still coming? Of course. But some funny things are happening on the way there.
The Big Picture
JUNE 25, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Robert F. Kennedy Jr. is a threat to your health — and our democracy : Kennedy’s anti-vaccination and anti-government spiel appeals to prominent entertainment and business figures who like to be thought of as iconoclasts. For instance, he’s been embraced by Elon Musk, whose apparent determination to tell it like it is has been hampered by his towering ignorance. ( Los Angeles Times ) • The World’s Empty O
Advisor Perspectives
JUNE 25, 2023
Since the March trough the S&P 500 Index has gained around 14% and ten-year Treasury yields have risen roughly 0.50%. As market conditions have improved, inter-asset correlations have also shifted.
Speaker: Erroll Amacker
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.
Advisor Perspectives
JUNE 25, 2023
Surging interest rates have made the coupons look meager, the Federal Reserve is shrinking its exposure, and the regional banking crisis left the regulator with about $100 billion of the bonds to sell.
Advisor Perspectives
JUNE 25, 2023
Today, a similar phenomenon goes on behind the scenes in developing artificial intelligence: Humans label much of the data used to train AI models and they often babysit those models in the wild too, meaning our modern-day machinery isn’t as fully automated as we think.
Advisor Perspectives
JUNE 25, 2023
Treasury Secretary Janet Yellen sees diminishing risk for the US to fall into recession and suggested that a slowdown in consumer spending may be the price to pay for finishing the campaign to contain inflation.
Advisor Perspectives
JUNE 25, 2023
Politicians of both parties should welcome this trend and build on it — not least, by shifting resources from traditional college pathways and toward work-based alternatives that provide students with real-world skills.
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Advisor Perspectives
JUNE 25, 2023
To recap, we tested the following metrics, drawn from each company’s fiscal year-end reports and stated in USD, and correlated them with the percent price return in local currency over the past five years.
Advisor Perspectives
JUNE 25, 2023
Exchange Advisor Council members Anna N’Jie-Konte and Keith Beverly have merged practices. The two advisors have set their sights on the goal of creating the first black-owned RIA with over $1 billion in client assets.
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