Wealth Management

NOVEMBER 26, 2023

It was clear prior to the pandemic investors felt strongly that real estate was a less correlated asset class in portfolios.

Portfolio 305

Portfolio Assets 305

Abnormal Returns

NOVEMBER 26, 2023

Top clicks this week Cullen Roche, "The worst narrative in finance is this idea that stocks generate 10%+." (disciplinefunds.com) Why you should believe in stocks for the long run. (awealthofcommonsense.com) THIS is the most important decision you will make in life. (safalniveshak.com) The 10 best books of 2023 including 'The Bathysphere Book: Effects of the Luminous Ocean Depths,’ by Brad Fox.

Investing 290

Investing Investments Marketing Marketing 290

The Big Picture

NOVEMBER 26, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Richest 1% account for more carbon emissions than poorest 66%, report says : ‘Polluter elite’ are plundering the planet to point of destruction, says Oxfam after comprehensive study of climate inequality. ( The Guardian ) • How Osama bin Laden’s ‘Letter to America’ reached millions online : Videos citing the document had been viewed far less than many TikTok posts.

Insurance 219

Insurance Economy Accounting Sales 219

Abnormal Returns

NOVEMBER 26, 2023

Markets Stock picking is difficult because it requires a number of different skills. (humbledollar.com) Why it's hard for outsiders to know what's going on inside a company. (compounderspod.substack.com) Crypto Who is left standing amid the rubble of the crypto industry? (ft.com) A review of the biggest crypto-related court cases in 2023. (blockworks.co) Finance How Microsoft ($MSFT) came out on top in the OpenAI fiasco.

Financial Advising 275

Financial Advising Economics Insurance Media 275

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Clients

Calculated Risk

NOVEMBER 26, 2023

Weekend: • Schedule for Week of November 26, 2023 Monday: • At 10:00 AM ET, New Home Sales for October from the Census Bureau. The consensus is for 730 thousand SAAR, down from 759 thousand in September. • At 10:30 AM, Dallas Fed Survey of Manufacturing Activity for November. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 8 and DOW futures are down 32 (fair value).

Sales 162

Sales Manufacturing Marketing Marketing 162

A Wealth of Common Sense

NOVEMBER 26, 2023

In a rational world every investor would set their asset allocation based on their willingness, ability and need to take risk. One would balance a range of expectations for the various asset classes and match those possibilities with their goals and objectives. Sure, plenty of investors consider their risk profile and time horizon when building a portfolio.

Portfolio 120

Portfolio Asset Allocation Assets Marketing 120

Million Dollar Round Table (MDRT)

NOVEMBER 26, 2023

By Sandy Schussel Selling insurance, financial planning or investments are some of the first and biggest marketing mistakes financial advisors can make. When you sell these, it means you’re selling the tools and not the results your prospects and clients want. When someone goes to the hardware store to buy a drill, he doesn’t need a drill. He needs to make a hole.

Marketing 112

Marketing Marketing Financial Advisor Retirement 112

Advisor Perspectives

NOVEMBER 26, 2023

Thanksgiving brings to mind not only turkeys, family, and friends, but also should help us recall the remarkable ideas and philosophies that helped shape, and indeed were, the foundation for the United States of America as a Republic.

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Accounting for Good

NOVEMBER 26, 2023

Accounting for Good new CEOs Ms. Carol Tran and Ms. Paula Chegwidden look forward to modelling an effective CO-CEO relationship.

Accounting 52

Accounting 52

Advisor Perspectives

NOVEMBER 26, 2023

The 2023 holiday season is officially upon us. Happy Black Friday and Cyber Monday to those who observe!

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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.

Management

oXYGen Financial

NOVEMBER 26, 2023

![CDATA[ In the post-covid era, most people are trying to figure out what to give their loved ones who already have everything. In fact, seeing the rise of consumer spending and record high credit card debt, it is evident that if someone needs something, they just buy it. Everyone seems to be adding more clutter to their already cluttered lives. So, during this gift giving season, what does.

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Trade Brains

NOVEMBER 26, 2023

Top IT Stocks With High FII Holdings : The Indian economy has undergone a radical shift in the last 30 years. The predominantly agrarian economy has now become a world leader in software development, Business Process Outsourcing, and has emerged as the provider of IT solutions. This transformation began as early as the 1990s, with the LPG policies of 1991 that opened India to the world.

Recruitment 102

Recruitment Startup Engineering Education 102