Sun.Jan 19, 2025

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Mastering Digital Marketing for Financial Advisors

Midstream Marketing

Key Highlights Discover the evolution and importance of digital marketing in the financial sector. Learn about essential tools, platforms, and strategies for successful digital marketing. Understand the significance of website optimization and social media engagement for client interactions. Gain insights on crafting your digital presence to target and engage with ideal clients effectively.

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The Definitive Guide to Where the US Has Squeezed Russia’s Oil Flows the Hardest

Advisor Perspectives

The latest US sanctions on oil tankers hauling Russian petroleum look set to cause severe disruption across the nation’s export machine, with some of Moscow’s flows at risk of a near wipeout if history is any guide.

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[cdata[ New Year’s Debt Resolutions: Achieve Financial Freedom in 2025 ]]

oXYGen Financial

![CDATA[ Start the Year Right: Prioritize Debt Reduction Each year, millions of people make New Year's resolutions, typically focusing on fitness or personal growth. Yet, one critical area often overlooked is financial healthspecifically, addressing the overwhelming issue of debt. As 2025 begins, it's the perfect time to confront not only personal debt but also the broader challenges of.

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The US Gas Comeback Is Real

Advisor Perspectives

New Yorkers bowing their heads into a cutting wind is typically a bullish sign for natural gas prices, and this January is no exception.

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Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success

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?

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Cash vs Bonds

Random Roger's Retirement Planning

Barron's looked at the merits of holding cash versus bonds which fits in here very well. The article was fine for the most part. It generally tilted toward cash between the two, until the end when it quoted an investment advisor who started to extend duration a year ago, unfortunate timing. "But Elser isnt swayed from her belief that bonds make more sense than cash over the long run.

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Schwab Market Perspective: Markets vs. Economy

Advisor Perspectives

Strong U.S. economic data has spurred a strong rise in Treasury yields but a tepid response in the stock market. Uncertainty likely will continue in coming months.

Economy 52

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Reviewing Market and Economic Performance During the Biden Administration

Advisor Perspectives

As we close the chapter on Biden’s presidency, we take a moment to reflect on his legacy.

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Top clicks this week on Abnormal Returns

Abnormal Returns

Top clicks this week How to deal with the issue of mega-cap market dominance. (awealthofcommonsense.com) Markets change, but human behavior doesn't. (humbledollar.com) From the ten largest market cap companies in 2000, only Microsoft ($MSFT) remains. (betterletter.substack.com) Historical returns are a 'billboard for diversification.' (awealthofcommonsense.com) No matter how you slice it, the booze business is struggling.

Planning 189
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Tariffs, Tempests, Turnarounds: What’s Next for Renewable Energy?

Advisor Perspectives

A look at how the renewable energy opportunity may and may not change.

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What’s a High Income?

A Wealth of Common Sense

When Dick and Mac McDonald opened the first McDonald’s the idea was to bring fast, cheap food to busy people in the suburbs of Chicago. The first hamburger back in 1948 cost just 15 cents. That’s my son’s favorite burger (ketchup only, no onions or pickles) so I know it now costs $1.89 at my local McDonald’s.1 That means we’re looking at close to a 12x price increase in the past 77 years or s.

Food 139
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Fall In Love With the Month-End Close

It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.

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Titans of Tomorrow: Quantum Computing and Robotics on the Brink of Revolution

Advisor Perspectives

In 2025, two titans of technology stand at the forefront of innovation: quantum computing and robotics. Each offers a vision of a future transformed, where the impossible becomes achievable and industries are redefined.

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How a block of wood can help you prospect

Million Dollar Round Table (MDRT)

By Matt Pais, MDRT Senior Content Specialist Needless to say, it is difficult to reach Top of the Table-level production if you have no clients. Even if you have plenty, of course, it never hurts to learn another good prospecting idea. In his 2016 Annual Meeting presentation, Prospecting your way to the top, Marc A.

CFP 79
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Direct Indexing: An Easy Way to Tax-Loss Harvest All Year Round

Advisor Perspectives

There are a few things it makes sense to get a start on when a new year begins. One is tax-loss harvesting.

Taxes 40
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Sunday Night: Markets Closed in observance of Martin Luther King Jr. Day

Calculated Risk

Weekend: Schedule for Week of January 19, 2025 Monday: All US markets will be closed in observance of Martin Luther King Jr. Day Oil prices were up over the last week with WTI futures at $77.88 per barrel and Brent at $80.79 per barrel. A year ago, WTI was at $74, and Brent was at $81 - so WTI oil prices are up about 5% year-over-year. Here is a graph from Gasbuddy.com for nationwide gasoline prices.

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Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

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Raising the SALT Cap Is Supposed to Benefit Whom, Exactly?

Advisor Perspectives

The Tax Cuts and Jobs Act that President Donald Trump signed into law in December 2017 imposed a $10,000 limit on the amount of state and local taxes that can be deducted on a federal income tax return.

Taxes 40
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Hotels: Occupancy Rate Decreased 7.7% Year-over-year

Calculated Risk

From STR: U.S. hotel results for week ending 11 January The U.S. hotel industry reported negative year-over-year comparisons, according to CoStars latest data through 11 January. 5-11 January 2025 (percentage change from comparable week in 2024): Occupancy: 49.2% (-7.7%) Average daily rate (ADR): US$144.03 (-5.9%) Revenue per available room (RevPAR): US$70.92 (-13.2%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average.

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BofA’s Hartnett Says Trump Trade to Shield US Stocks From Plunge

Advisor Perspectives

Donald Trump’s return to the White House will likely protect US stocks from a big selloff, according to Bank of America Corp. strategists, as investors focus on his protectionist agenda and proposals for lower corporate taxes.

Taxes 52
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Sunday links: pointless noise

Abnormal Returns

Markets You can't rely on any single indicator. (tker.co) Why interest rates are rising. (disciplinefunds.com) Crypto Pump.fun is the face of the memecoin business. (wired.com) Speaking of memecoins, Trump is pumping his own. (theblock.co) Incoming Commerce Secretary Howard Lutnick's firm, Cantor Fitzgerald, is a key Tether player and ally. (bloomberg.com) Fund management Three reasons why thematic ETFs underperform by any metric.

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The Future Of Finance: How To Manage Spend The Right Way

Speaker: Aaron Berson

Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g

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10 Sunday Reads

The Big Picture

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: Shein: Inside the Chinese factories fuelling the company’s success : We found that the beating heart of this empire is a workforce sitting behind sewing machines for around 75 hours a week in contravention of Chinese labour laws. These hours are not unusual in Guangzhou, an industrial hub for rural workers in search of a higher income; or in China, which has long been the world’s unrivalled fact