Abnormal Returns
JANUARY 7, 2024
Top clicks this week Some of the best charts of 2023. (entrylevel.topdowncharts.com) 10 predictions for 2024 including 'The economy overheats.' (theirrelevantinvestor.com) Don't get caught sitting in cash in 2024. (allstarcharts.com) How major asset classes performed in December 2023. (capitalspectator.com) Good years tend to cluster for the stock market.
A Wealth of Common Sense
JANUARY 7, 2024
I’ve been writing at A Wealth of Common Sense for more than 10 years now. That means we’re going on a decade’s worth of asset allocation quilts on this blog. The moral of the story is I’m getting old. Here’s the latest update through the end of 2023 along with those 10 year trailing returns: Some observations: Bad to good and good to bad.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
oXYGen Financial
JANUARY 7, 2024
Million Dollar Round Table (MDRT)
JANUARY 7, 2024
By Daniel Amen, M.D. When you change your brain, you change your life. Fortunately, your behavior can help your brain function even better. When your brain works right, you work right. When your brain is troubled, you have trouble in your life. This is the most important thing that you can learn: When you take care of your brain, you’re taking care of yourself and you’re taking care of those you love.
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.
The Irrelevant Investor
JANUARY 7, 2024
Today’s Talk Your Book is brought to you by LifeX: On today’s show, we spoke with Nate Conrad, Head of LifeX to discuss their new monthly retirement income funds launching in January. On today’s show, we discuss: What the LifeX income fund is and how it works The difference between this fund, and annuities Why this fund had not existed yet Getting under the hood of the LifeX income fund, and how it’s.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
JANUARY 7, 2024
The U.S. is adding new renewable energy capacity at a record clip, but that doesn’t mean it’s ready to quit fossil fuels just yet.
Calculated Risk
JANUARY 7, 2024
Weekend: • Schedule for Week of January 7, 2024 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up slightly and DOW futures are down 43 (fair value). Oil prices were up over the last week with WTI futures at $73.81 per barrel and Brent at $78.76 per barrel. A year ago, WTI was at $74, and Brent was at $76 - so WTI oil prices were mostly unchanged year-over-year.
Trade Brains
JANUARY 7, 2024
Fundamental Analysis Of Lupin : Medicines are substances that can be used to prevent, treat, or cure disease. Pharmaceutical companies in India have come a long way in supplying medicines, and with more research, they are improving their products. In this article, we will look at the Fundamental Analysis of Lupin Limited, a company in the pharmaceutical industry.
Advisor Perspectives
JANUARY 7, 2024
Bill Harnisch, whose $1.5 billion hedge fund delivered a market-beating 31% gain last year, is betting the recent bout of euphoric stock buying will peter out.
Advertisement
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.
Tobias Financial
JANUARY 7, 2024
We are thrilled to announce and celebrate our CEO, Marianela Collado, CPA/PFS, CFP®, CDS® for her recent appointment as the Vice Chair of the Professional Advisors Council (PAC) at the Community Foundation of Broward. This appointment is a testament to her dedication, expertise, and commitment to philanthropy in our community. The Professional Advisors Council is a distinguished group of tax and estate attorneys, accountants, and financial advisors who recognize the integral role philanthropy p
Advisor Perspectives
JANUARY 7, 2024
Bitcoin stumbled on Friday as traders braced for an upcoming decision by the US Securities and Exchange Commission on whether to approve an exchange-traded fund tied directly to the world’s largest cryptocurrency.
The Big Picture
JANUARY 7, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • These politicians denied democracy on Jan. 6. Now, they want your vote. While the violent mob swarmed the U.S. Capitol on Jan. 6, 2021, aiming to subvert democracy and keep President Donald Trump in power, another group was already working on the same project inside.
Advisor Perspectives
JANUARY 7, 2024
Private credit has in a little more than a decade evolved from a niche asset class to a key component of a diversified investment portfolio. We think it will be even more important in 2024 as banks’ reluctance to lend widens the opportunity set for investors.
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.
Abnormal Returns
JANUARY 7, 2024
Markets Survey data is really only useful at extremes. (theirrelevantinvestor.com) Stock markets around the world are at or near their highs. (downtownjoshbrown.com) Strategy Good luck trying to pick the best performing asset class on a year-by-year basis. (awealthofcommonsense.com) It takes time to develop your investing principles. (microcapclub.com) Bitcoin ETFs How much in assets will spot Bitcoin ETFs gather?
Advisor Perspectives
JANUARY 7, 2024
It’s forecast season again, the time when people like me tell people like you what will happen this year. Sadly, we are often wrong.
Advisor Perspectives
JANUARY 7, 2024
With a new year brings a new chapter in the exciting growth of artificial intelligence. AI had a major breakout year in 2023 as OpenAI’s ChatGPT exploded into the public eye in the Spring.
Advisor Perspectives
JANUARY 7, 2024
The ETF industry is buzzing as long-awaited spot bitcoin ETFs are likely to get the green light from the SEC in the coming days. We expect trading of multiple products to begin soon after.
Advertisement
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.
Advisor Perspectives
JANUARY 7, 2024
In 2024, inflation, interest rates, and the presidential election will likely be on top of ETF investors’ minds. Here are four other lesser-known trends and insights — both positive and negative — to consider in 2024.
Expert insights. Personalized for you.
235 
Let's personalize your content