Abnormal Returns

JULY 23, 2023

Markets Sam Ro, "I think we sometimes take for granted how much the frictions and costs have come down for those seeking to trade or invest in stocks." (tker.co) Has sentiment already peaked? (allstarcharts.com) Strategy Cullen Roche, "Insurance is designed to provide you with short-term certainty around an uncertain outlier event. And when cash is yielding a high real return I think you can argue that cash is the ultimate portfolio insurance.

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Financial Advising Insurance Economy Retail 221

A Wealth of Common Sense

JULY 23, 2023

A lot of investors assume once you amass a large fortune that you’re welcomed into some secret club that unlocks the holy grail of investment opportunities. Sure, there are plenty of really rich people who invest in excluding, expensive, complex strategies but the majority of the wealthy class has most of their money in normal asset classes like stocks and bonds.

Investing 87

Investing Investments Assets 87

Abnormal Returns

JULY 23, 2023

Top clicks this week How to get rich in the markets, ranked from hard to easy. (ritholtz.com) Four insights from the new edition of William Bernstein's "The Four Pillars of Investing." (morningstar.com) Why stock market valuations are logically higher today than they were in the past. (ofdollarsanddata.com) Why compounding is still unheralded. (blog.validea.com) Cash often looks best, when it is the worst investment.

Valuation 130

Valuation Investing Investments Marketing 130

Million Dollar Round Table (MDRT)

JULY 23, 2023

By Bryce Sanders As a financial advisor or agent, you may do research to discover who in your area has assets and money in motion to fill your prospecting pipeline. You might seek referrals or find out who just moved into the neighborhood. It’s a lot of work. There’s a quicker way, however, to find the type of clients you may want. Philanthropists have money to give away.

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Nonprofit Financial Advisor Assets Clients 75

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

The Irrelevant Investor

JULY 23, 2023

On today’s show, we are joined by Matt Middleton, CEO and Co-Founder of Advisor Circle to discuss all things Future Proof 2023! Future Proof Information: Register here Speakers Agenda Accommodations On today’s show, we discuss: How Advisor Circle was started The conference experience during Covid What makes Future Proof special Differences between 2022 and 2023 What an advisor gets out of going to.

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Calculated Risk

JULY 23, 2023

Weekend: • Schedule for Week of July 23, 2023 • FOMC Preview: Likely 25bp Rate Hike Monday: • 8:30 AM ET, Chicago Fed National Activity Index for June. This is a composite index of other data. 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 $77.07 per barrel and Brent at $81.07 per barrel.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

JULY 23, 2023

An advisor’s greatest contribution to an investor’s bottom line is their guidance through volatile markets.

Marketing 52

Marketing Marketing 52

Calculated Risk

JULY 23, 2023

Most analysts expect the FOMC to raise rates 25 bps at this meeting, increasing the target range for the federal funds rate to 5‑1/4 to 5-1/2 percent. On the meeting this week from BofA: "After remaining on hold in June, we look for the Fed to raise the target range for the Federal funds rate by 25bp in July to 5.25-5.50%. The more important question is what the Fed says about the path of policy into September and beyond.

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Banking Economy Numbers Marketing 52

oXYGen Financial

JULY 23, 2023

![CDATA[ In recent years, the shift towards online banking has been increasingly evident, with more and more customers opting for digital banking services over traditional brick and mortar banks1. Online banks are becoming increasingly popular due to their convenience, low fees, and high-interest rates. The COVID-19 pandemic has only accelerated this trend, as people have become more comfortable.

Banking 40

Banking 40

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.

Banking

Advisor Perspectives

JULY 23, 2023

El Niño will test the resilience of both infrastructure and food supply chains.

Food 52

Food 52

Mr. Money Mustache

JULY 23, 2023

As with many things in life these days, it all started with an episode of the Peter Attia podcast. In this episode, our nation’s most Badass Doctor was interviewing a guest I initially dismissed as not overly applicable to my own lifestyle. A young,excessively handsome dude who happened to be a writer with a new book out. But the headline of the episode was just intriguing enough to get me to click.

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Medicine Food Retirement License 98

The Big Picture

JULY 23, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Trillion-Dollar Grift : Inside the Greatest Scam of All Time. ( Yahoo News ) • Quackonomics Medical Properties Trust spent billions buying community hospitals in bewildering deals that made private equity rich and working-class towns reel. ( American Prospect ) • The Romance Scammer on My Sofa : A writer’s quest to find the con artist in Nigeria who duped his mother. ( Atavist ) • Europeans Are Becomi

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Taxes Medical Economics Accounting 246