Abnormal Returns

MARCH 3, 2024

Also on the site Five thoughts on the power of letting go. (abnormalreturns.com) Top clicks this week What happens when you invest right before a bear market? (awealthofcommonsense.com) Solana is at new all-time highs. (allstarcharts.com) Consumer Reports' top ten list for 2024 is filled with hybrids. (cnbc.com) The Magnificent Seven is all anybody can talk about in the U.S.

Investing 269

Investing Investments Marketing Marketing 269

Calculated Risk

MARCH 3, 2024

What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For January, Realtor.com reported inventory was up 7.9% YoY, and down 40% compared to January 2019. Now - on a weekly basis - inventory is up 17.8% YoY, and that would still put inventory down about 38% compared to February 2019.

Sales 112

Sales Numbers Marketing Marketing 112

Abnormal Returns

MARCH 3, 2024

Markets These five groups are leading the market higher. (allstarcharts.com) The U.S. stock market has outperformed developed and emerging markets over the past 16 years. (twitter.com) One reason why small caps are struggling relative to large caps. (apolloacademy.com) Strategy Betting on stocks is a bet on human ingenuity. (tker.co) How to combat recency bias.

Financial Advising 185

Financial Advising Economy Media Economics 185

Trade Brains

MARCH 3, 2024

The core sectors of the economy, such as agriculture, infrastructure, and building services, constantly require pumps, which facilitates the growing importance of the pump sector in the country. As the landscape of water pumping evolved, this company made strategic moves that set it apart. In this article, we embark on a fundamental analysis of Shakti Pumps, a company that has turned out to be a 9x multi-bagger from a low of COVID-19.

Planning 111

Planning Manufacturing Government Engineering 111

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

A Wealth of Common Sense

MARCH 3, 2024

From the bottom of the quick 10% correction in late-October of last year, the S&P 500 is up more than 25%: Markets often move fast which is why timing them can be so tricky. The market obviously can’t keep up this pace forever. New highs in the stock market tend to lead to more new highs but sometimes the stock market needs a breather, even in a bull market.

Marketing 100

Marketing Marketing 100

Million Dollar Round Table (MDRT)

MARCH 3, 2024

By Antoinette Tuscano There may be many times as a financial advisor you wish that you only had to meet with clients. There’s more that goes into being an advisor than that though, even if you have a team you delegate to. The more people involved in your practice, the more important good processes become for increasing efficiency, consistency, scalability, client satisfaction, and helping with compliance and legal issues.

Compliance 77

Compliance Financial Advisor Clients Management 77

Random Roger's Retirement Planning

MARCH 3, 2024

I saw National Lampoon's Vacation in a theater. The car scene was one of my favorite parts of the movie. I immediately thought of Lou Glutz (the Eugene Levy character) when I stumbled into two articles about annuities. One was at Barron's and another from Advisor Hub. My standard preamble when talking about annuities is that I am not licensed to sell annuities.

License 75

License Insurance Assets Taxes 75

Calculated Risk

MARCH 3, 2024

Weekend: • Schedule for Week of March 3, 2024 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 $79.97 per barrel and Brent at $83.55 per barrel. A year ago, WTI was at $80, and Brent was at $86 - so WTI oil prices are unchanged year-over-year.

Economics 66

Economics Marketing Marketing 66

Advisor Perspectives

MARCH 3, 2024

A group of systematic investors betting on large Chinese companies has emerged largely unscathed from this year’s “quant quake” that’s sparked turmoil in the stock market and a crackdown by regulators.

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

oXYGen Financial

MARCH 3, 2024

![CDATA[ As a throwback to the iconic novel Atlas Shrugged, by Ayn Rand, the rhetorical question that was reiterated throughout the book was "who is John Galt?" It was a question that dismissed a concern that was brought by someone who was frustrated with the state of things. It was also a question that was stated as an act of exhausted acceptance to the new status quo.

Insurance 52

Insurance 52

Advisor Perspectives

MARCH 3, 2024

Not all investment returns are the same. Some are taxed at a higher rate than others. The Form 1099-DIV can help you analyze the Investment Tax Health of your clients. By looking at how much the investor received in different investment returns, you can calculate how much federal tax they will need to pay.

Taxes 52

Taxes Clients Portfolio Investing 52

The Big Picture

MARCH 3, 2024

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Errors Tour: How the Pros Bungled the End of Zero Interest Rates : A look at the ways forecasters, traders and executives missed the mark over the past two years. And at the lessons learned. ( Bloomberg ) • IRS chief: Tax evasion by millionaires and billionaires tops $150 billion a year : The nation’s millionaires and billionaires are evading more than $150 billion a year in taxes, according to the he

Recruitment 141

Recruitment Taxes Media Communication 141

Advisor Perspectives

MARCH 3, 2024

Another day, another record across the booming world of Bitcoin ETFs – fueled by fear of missing out on the latest crypto rally.

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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

Advisor Perspectives

MARCH 3, 2024

Portfolio Manager Peeyush Mittal, CFA, offers his views on the outlook for India, the coming elections and longer-term themes.

Portfolio Management 52

Portfolio Management Portfolio Management 52

Advisor Perspectives

MARCH 3, 2024

Investors continue to turn to low-cost core taxable bond ETFs in 2024. The Vanguard Total Bond Market ETF (BND) and the iShares Core Aggregate Bond ETF (AGG) gathered $2.5 billion and $2.1 billion, respectively, as of late February.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

MARCH 3, 2024

OpenAI leader Sam Altman made headlines earlier this month, touting a semiconductor project requiring trillions of dollars.

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