Abnormal Returns

JULY 9, 2023

Top clicks this week How major asset classes performed in June 2023. (capitalspectator.com) Why contrarians are usually wrong. (awealthofcommonsense.com) The best investors stay humble. (behavioralvalueinvestor.substack.com) How factors have performed in the first half of 2023. (insights.finominal.com) Six signs to help you avoid 'value traps.' (blog.validea.com) Investment built on forecasts are destined to fail in the long run.

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Assets Investing Investments 227

oXYGen Financial

JULY 9, 2023

![CDATA[ Over the past year several clients have had to sell their homes and buy new ones - but at a significant cost. Mortgage rates have more than tripled, so people in the market for a replacement home may benefit by targeting a VA assumable mortgage: VA loan assumption is not restricted to active-duty members and veterans. Anyone who the lender deems qualified to take on.

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Clients Marketing Marketing 105

Abnormal Returns

JULY 9, 2023

Markets 10 surprises from 2023, so far, including higher interest rates for longer. (bilello.blog) In 2023, tech stocks have snubbed the Fed. (awealthofcommonsense.com) Finance Is the worst over for the venture capital market? (axios.com) Some PE firms are looking to decarbonize companies to generate returns. (institutionalinvestor.com) Policy Why migrants are fleeing Florida.

Financial Advising 202

Financial Advising Taxes Economy Media 202

The Irrelevant Investor

JULY 9, 2023

Articles Whose life do I admire that is secretly miserable? (By Morgan Housel) Great investors master their funnel (By Frederik Gieschen) This past year, for the first time, I could see the end of the road for Twitter. (By Eugene Wei) CMG didn’t get solidly profitable until they had over 400 restaurants (By Brooklyn Investor) Not only have housing prices avoided a crash thus far, but it’s also possible the mild corre.

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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)

JULY 9, 2023

By Matt Pais, MDRT Content Specialist A few years ago, Thomas W. Young, CLU, ChFC , saw a movie that reminded him of a situation he experiences as a financial advisor. In the movie, vampires took over a major city and kidnapped its citizens, continually taking blood from the innocent people to feed themselves. Why does this matter?

Clients 73

Clients Financial Advisor Portfolio Management Portfolio 73

Calculated Risk

JULY 9, 2023

Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from economist Danielle Hale: Weekly Housing Trends View — Data Week Ending July 1, 2023 • Active inventory declined, with for-sale homes lagging behind year ago levels by 2%. As we lap the surge in inventory that occurred in 2022 as higher mortgage rates priced out many home shoppers, the number of homes for sale is not keeping up.

Sales 63

Sales Numbers Economy Marketing 63

Trade Brains

JULY 9, 2023

Fundamental Analysis of Tata Investment Corporation: Did you know you can buy almost all Tata Group stocks for Rs 2,500? Don’t you believe us? There is a way. Tata Investment Corporation is a listed investment company of the Tata Group which has investments in various Tata Group and non-Tata Group listed and unlisted companies. In this article, we’ll conduct a fundamental analysis of Tata Investment Corporation and try to know if it can be a good investment pick.

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Investing Investments Portfolio Financial Market 52

Calculated Risk

JULY 9, 2023

NOTE: Follow on threads at calculatedriskblog Weekend: • Schedule for Week of July 9, 2023 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are down slightly (fair value). Oil prices were up over the last week with WTI futures at $73.51 per barrel and Brent at $78.13 per barrel.

Economics 55

Economics Marketing Marketing 55

Advisor Perspectives

JULY 9, 2023

For over a decade, emerging markets (EMs) have been full of promise—and disappointment. Year after year, investors have waited for the powerful growth trends of the past that drove developing markets from Mexico to Malaysia to reassert themselves.

Marketing 52

Marketing Marketing 52

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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

JULY 9, 2023

From STR: STR: U.S. hotel results for week ending 1 July U.S. hotel performance fell from the previous week, but year-over-year comparisons improved, according to STR‘s latest data through 1 July. 25 June through 1 July 2023 (percentage change from comparable week in 2022): • Occupancy: 69.9% (+4.1%) • Average daily rate (ADR): US$156.27 (+1.5%) • Revenue per available room (RevPAR): US$109.18 (+5.7%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate usin

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Advisor Perspectives

JULY 9, 2023

Corporate credit has failed to live up to lofty expectations of double-digit returns so far this year, fueling a string of bearish bets into the second half of 2023.

Marketing 52

Marketing Marketing 52

Random Roger's Retirement Planning

JULY 9, 2023

Ok, here we go. So that's quite a bit to chew on even if it isn't a new idea. Is he right? Some, yes. Is he wrong? Some, yes. That makes for a great topic to explore. Generally speaking, pensions are less viable than they used to be, the math doesn't work as well. Problems have been long in the making and seem to have gotten worse. About 40 years ago employers started to pivot away from pensions to 401k, they started to pivot away from defined benefit plans to defined contribution plans.

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Retirement Math Management Taxes 47

Advisor Perspectives

JULY 9, 2023

The ARCS strategy is a currency management strategy that gives a diversified exposure to three factors: Carry, Value and Trend.

Management 52

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

Trade Brains

JULY 9, 2023

Best Stock Market Apps in India : Nowadays, if you are a stock market trader, then it’s essential for you to stay updated with every minute market movements. The modern stock market traders keep tabs on the rising and fall of the stocks on a daily basis and sometimes that too hourly. The high-speed internet and handy mobile apps have made the life of traders simple, faster, and more efficient.

Marketing 98

Marketing Marketing Valuation Portfolio 98

Advisor Perspectives

JULY 9, 2023

The second half of 2023 has officially begun, meaning it’s time for us to reflect on the commodities market so far this year. Lithium increased by 10.81%, making it the best-performing commodity and one of only two that recorded a positive return, the other being gold.

Marketing 40

Marketing Marketing 40

The Big Picture

JULY 9, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Lessons From the Catastrophic Failure of the Metaverse : Did the “creative class” learn anything from buying into a product that was obviously destined to flop? ( The Nation ) • How China Came to Dominate the World’s Largest Nickel Source for Electric Cars : Chinese firms mastered a process that unlocked Indonesia’s ore for use in making EV batteries. ( Wall Street Journal ) • Those 10,000 5-star reviews

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Distribution Manufacturing Clients Media 256

Advisor Perspectives

JULY 9, 2023

A summer real estate market should help heat up the sector amid relatively high-interest rates. If the real estate market is indeed in recovery mode, that’s just what it needs for bullish momentum.

Marketing 52

Marketing Marketing 52

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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

The Big Picture

JULY 9, 2023

Have you signed up yet? We haven’t had this spirit here since 2006, when Facebook opened up to the general public. Or maybe 2010, with the launch of Instagram. Or 2017, with the launch of TikTok. Only this time it’s different, we’re not excited about a new platform because of the possibilities, but because of the hatred of the old platform, Twitter.

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Distribution Government Advertising Education 258

Advisor Perspectives

JULY 9, 2023

US job gains moderated in June while wage growth remained firm, showing a strong enough labor market to keep the Federal Reserve on track to raise interest rates this month.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

JULY 9, 2023

The cognoscenti may have been too quick to declare the end of the Great Resignation.

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Advisor Perspectives

JULY 9, 2023

One of the hardest parts of economic forecasting is separating what we expect from what we want.

Economics 40

Economics 40

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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