Abnormal Returns
AUGUST 28, 2022
Also on the site Be careful relying on future generations to implement your philanthropic goals. (abnormalreturns.com) Top clicks this week “If you could tell a sophisticated finance audience one thing, what would it be?” (thekcpgroup.com) Pickleball is going to kill tennis. (lefsetz.com) The hedonic treadmill is real. (bestinterest.blog) Investors make big mistakes when trying to outperform.
The Irrelevant Investor
AUGUST 28, 2022
Tesla is one of ten stocks in the Russell 1000 that are up more than 1,000% from their March 2020 low. The best performers are dominated by energy stocks, which makes sense considering where demand and supply were then versus where they are today. One of the worst performing stocks since its low in March 2020 is Netflix, whose troubles have been well documented (get it).
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Abnormal Returns
AUGUST 28, 2022
Markets The S&P 500 was unable to breach the 200 day moving average. (thereformedbroker.com) The U.S. dollar remains strong. (allstarcharts.com) Books A review of "The Case for Long-Term Value Investing: A Guide to the Data and Strategies That Drive Stock Market Success" by Jim Cullen. (blogs.cfainstitute.org) Five insights from Jay Mason's "The Investing Oasis: Contrarian Treasures in the Capital Markets Desert.
oXYGen Financial
AUGUST 28, 2022
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.
Integrity Financial Planning
AUGUST 28, 2022
Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades? You’ve worked hard for your money and likely want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly mistakes are all too easy to make. Understand the basics first, and then create an estate plan.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Million Dollar Round Table (MDRT)
AUGUST 28, 2022
By Bryce Sanders The word “influencer” means different things to different people. This is even more true based on your age. Younger people might associate “influencer” with social media and someone with lots of followers. Add a few years of age, and other people think of influencers as those who are often asked for advice on a 1:1 basis. Let’s stick with the individuals often asked for face-to-face advice. 1.
MazumaBusinessAccounting
AUGUST 28, 2022
In 2021, the average tax refund was $3,039. Small potatoes? Hardly, especially given the economic downturn of the last couple of years. New small business owners may be hopeful for a tax refund, a small gift to invest back into their operations. Not all types of small businesses can receive tax refunds, however. Is yours one of them? Do small businesses get tax refunds?
Carson Wealth
AUGUST 28, 2022
By Craig Lemoine, Ph.D., CFP® , Director of Consumer Investment Research . Financial advisors provide financial planning or investment guidance to clients. They may meet in person, remotely or provide advice within a larger firm setting. Financial advisors may work for themselves, with small firms or large organizations. They generally provide advice to help their clients pursue their financial goals. .
MazumaBusinessAccounting
AUGUST 28, 2022
Yes. Yes, you do need a bookkeeper even if you have Quickbooks. We understand that you’re a small business owner, and you want to save money where you can. But relying on software alone may cost you more in the long run. Accountants and bookkeepers can offer so much more than Quickbooks. Why You Need a Bookkeeper Even If You Have Quickbooks Here are just a handful of reasons that having a human touch is better than relying on Quickbooks alone.
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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.
Calculated Risk
AUGUST 28, 2022
Weekend: • Schedule for Week of August 28, 2022 Monday: • At 10:30 AM ET, Dallas Fed Survey of Manufacturing Activity for August. This is the last of the regional Fed manufacturing surveys for August. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 48 and DOW futures are down 308 (fair value). Oil prices were up over the last week with WTI futures at $93.06 per barrel and Brent at $100.99 per barrel.
Trade Brains
AUGUST 28, 2022
Adani Power Fundamental Analysis: Over the last two years, Adani Power has given eye-popping multi-bagger returns of 950%. The stock has increased sharply from Rs. 40 per share in August 2020 to Rs. 411 present day. Similarly, various other stocks of Adani Group have zoomed over the last 2-3 years making Gautam Adani the world’s fourth richest person.
Calculated Risk
AUGUST 28, 2022
From CoStar: Pace of Decline in US Hotel Demand Slower Than in Past Years Occupancy for the week ending Aug. 20 was 67.3% , 1.2 percentage points lower than the previous week. Nominal average daily rate fell 1.1% week over week to $151, which is 17% higher than in 2019 and 10% greater than a year ago. Nominal revenue per available room contracted 2.8% week over week to $102, but remained ahead of 2019 by 12% and was up 17% from a year ago.
Random Roger's Retirement Planning
AUGUST 28, 2022
On Friday I wrote a post asking why anyone would want to own risk parity in a mutual fund or ETF. This led to a discussion on Twitter with someone who I believe is more favorably disposed. He gave me another ticker to go learn about and a link to a podcast with Rodrigo Gordillo and Mike Philbrick from Rational/Resolve that was hosted by Jeff Malec from RCM Alternatives.
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.
A Wealth of Common Sense
AUGUST 28, 2022
One of the worst parts of the polarized nature of society now is many people have predetermined feelings about certain events. My tribe likes this so I like it too. My tribe hates this so I hate it too. The responses are becoming predictable. There’s little room for nuance these days. The student loan forgiveness plan from the Biden administration is a case in point.
The Big Picture
AUGUST 28, 2022
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • When Private Equity Takes Over a Nursing Home : After an investment firm bought St. Joseph’s Home for the Aged, in Richmond, Virginia, the company reduced staff, removed amenities, and set the stage for a deadly outbreak of COVID-19. ( New Yorker ). • How a Corporate Law Firm Led a Political Revolution : The untold story of Jones Day’s push to move the American government and courts to the right. ( New Yo
The Big Picture
AUGUST 28, 2022
The Future of the Right. by Bruce Bartlett. Published on Twitter 8/20/2022. I’m glad to see right-wingers abandoning Trump, but where do they go? For decades, the failure of Republican presidents to fully implement the right-wing agenda has primarily been attributed to a lack of will. But that was clearly not Trump’s failure. Trump’s problem was a lack of competence, owing to gross stupidity, ignorance of public policy, inexperience in government, and incredibly bad judgment ab
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