Sun.Jun 16, 2024

article thumbnail

Top clicks this week on Abnormal Returns

Abnormal Returns

Also on the site Father time is undefeated: on the impact of cognitive decline on financial outcomes. (abnormalreturns.com) Top clicks this week The S&P 500 is getting three new members. (reuters.com) We are in a 'bear market for diversification.' (thinkadvisor.com) The stock market is increasingly concentrated. Should you be worried? (theirrelevantinvestor.com) More investors are facing up to the problem with illiquid alternatives.

Taxes 316
article thumbnail

Sunday Night Futures

Calculated Risk

Weekend: • Schedule for Week of June 16, 2024 Monday: • At 8:30 AM ET, The New York Fed Empire State manufacturing survey for June. The consensus is for a reading of -13.0, up from -15.6. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are little changed (fair value). Oil prices were up over the last week with WTI futures at $78.45 per barrel and Brent at $82.62 per barrel.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Sunday links: internalizing success

Abnormal Returns

Markets Why uranium prices are soaring. (bloomberg.com) Market earnings estimates keep heading higher. (tker.co) Is the return of RoaringKitty a sign or just noise? (humbledollar.com) Finance Pensions went all-in on private equity. Now they are waiting for their cash back. (wsj.com) Bank of New York Mellon is cutting 'Mellon' out of its name. (ft.com) Wells Fargo ($WFC) is losing big on its co-branded Bilt credit card.

article thumbnail

Roger Federer vs. the Stock Market

A Wealth of Common Sense

Roger Federer delivered an excellent commencement address at Dartmouth’s graduation recently. This part floored me: In tennis, perfection is impossible… In the 1,526 singles matches I played in my career, I won almost 80% of those matches… Now, I have a question for all of you… what percentage of the POINTS do you think I won in those matches?

Marketing 145
article thumbnail

Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

article thumbnail

Increase happiness: Think bigger with goal setting

Million Dollar Round Table (MDRT)

By Laura Xue-Fen Hoi, ChFC, AEPP When we first joined this career as a financial advisor, I believe many of us were taught about the importance of starting the year well by setting business-related goals. Eventually, I felt like something was lacking from this. So, several years ago, I decided to change how I did my yearly goal setting, and it transformed how I conduct my life as well as my business.

article thumbnail

Three Inside Down Candlestick Pattern – Trading Ideas And More

Trade Brains

Three Inside Down Candlestick Pattern: In the world of technical analysis, candlestick patterns play a pivotal role in helping traders predict future price movements of securities. One such significant multiple candlestick pattern is the “Three Inside Down” candlestick pattern. In this article, we will delve into the Three Inside Down candlestick pattern, exploring its formation, psychology, and trading strategy with an example.

More Trending

article thumbnail

5 Signs You’re Poised for a Marketing Breakthrough: How to Get New Financial Advisory Clients in 2024

Indigo Marketing Agency

Our Total Marketing Package Nurture Tier (aka TMP Nurture) involves building, launching, and continually optimizing a lead-focused marketing campaign on your behalf. We utilize lead funnels to attract and qualify the right audiences, identified by their location, demographics, personal traits, and financial needs. Though it’s a proven effective strategy to grow an advisor’s client base, it may not be for everyone.

Clients 52
article thumbnail

Active Management Will Drive Muni Returns in 2024

Advisor Perspectives

Municipal bonds deviated from U.S. fixed income assets and posted negative performance in May.

article thumbnail

Elevate Your Marketing Through Social Media, Video, and Email With the Total Marketing Package Stand Out Tier

Indigo Marketing Agency

The Total Marketing Package Stand Out Tier (aka TMP Stand Out) is our mid-level marketing solution tailored specifically for financial advisors. At its core, it’s designed to elevate your online presence, engage your audience effectively, and ultimately bring clients in the door. With Stand Out, we offer a suite of services that cover every aspect of modern marketing.

Media 52
article thumbnail

This Summer Could Bring Seasonal Gold Buying Opportunities

Advisor Perspectives

Despite prices heading lower, the start of summer could bring seasonal gold buying if history repeats itself.

45
article thumbnail

2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

article thumbnail

[cdata[ Protecting Your Credit Card Rewards Amid Rising Customer Complaints ]]

oXYGen Financial

![CDATA[ Credit card rewards can feel like free money - a little bonus for spending you were already going to do. However, as the Consumer Financial Protection Bureau (CFPB) responds to a surge in customer complaints, it's more important than ever to protect your rewards. Understanding the role of the CFPB and the nature of these complaints can help you better manage and protect your rewards.

article thumbnail

Big Pharma Has the Firepower for Biotech Deal-Making

Advisor Perspectives

In the early innings of 2024, there was a flurry of consolidation in the biotech industry.

40
article thumbnail

10 Sunday Reads

The Big Picture

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The fast-food industry claims the California minimum wage law is costing jobs. Its numbers are fake : Here’s something you might want to know about this claim. It’s baloney, sliced thick. In fact, from September through January, the period covered by the ad, fast-food employment in California has gone up, as tracked by the Bureau of Labor Statistics and the Federal Reserve.

Food 147
article thumbnail

Fed's Conservative Inflation Projections Could Mean Two Rate Cuts

Advisor Perspectives

Despite a seemingly Hawkish stance, a closer look suggests the Fed’s conservative inflation estimates could lead to more rate cuts than anticipated.

40
article thumbnail

Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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.

article thumbnail

By Request: Public and Private Sector Payroll Jobs During Presidential Terms

Calculated Risk

Note: I've received a number of requests lately to post this again, so here is another update of tracking employment during Presidential terms. We frequently use Presidential terms as time markers - we could use Speaker of the House, Fed Chair, or any other marker. Important: There are many differences between these periods. Overall employment was smaller in the '80s, however the participation rate was increasing in the '80s (younger population and women joining the labor force), and the partici

Economy 277