Abnormal Returns

JULY 30, 2023

Top clicks this week Ken Bui, "Private equity sucks the good out of American products and businesses." (luxcapital.com) Eight ways compounding can get interrupted. (blog.validea.com) What do you get when you run a regression on the returns of the Invesco QQQ Trust ($QQQ)? (alphaarchitect.com) How to properly use a DCF model. (capitalgains.thediff.co) Why you should keep in mind the 'return on hassle' when it comes to your investments.

Insurance 215

Insurance Retail Portfolio Investing 215

oXYGen Financial

JULY 30, 2023

![CDATA[ As an investor seeking to diversify your investment portfolio and generate passive income, evaluating a potential rental property requires a thoughtful approach. Rental properties can be an excellent addition to your stock market investments, but careful consideration of crucial factors is essential. To ensure a successful endeavor, here are the top five questions to answer when.

Portfolio 98

Portfolio Investing Investments Marketing 98

A Wealth of Common Sense

JULY 30, 2023

One of the hard parts about trying to focus on the long-term as an investor is the short-term toys with your emotions. In years like 2022 when everything is going down, you’ll always wish you would’ve taken less risk. In years like 2023 when everything is going up, you’ll always wish you would’ve taken more risk. Long-term returns are the only ones that matter but you have to get through a series o.

Marketing 93

Marketing Marketing 93

Million Dollar Round Table (MDRT)

JULY 30, 2023

By Susan Robertson If we keep thinking the same way we always have, we get the same results. That can be frustrating when we want more, but we aren’t able to achieve what we see some famous visionary thinkers accomplish. We may believe they have some magical characteristics the rest of us don’t have. But in reality, the only magic they have is an intuitive understanding of how to avoid some common creative thinking blocks.

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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 30, 2023

Today’s Talk Your Book is brought to you by Innovator Capital Management We had Co-Founder and CEO Bruce Bond back on the show to discuss their newest innovation in the ETF space! On today’s show, we discuss: Equity Defined Protection ETF product page Equity Defined Protection Investor Guide When Cash Isn’t King Research and Investment Strategy Center The SEC and approving this 100% protection pro.

Management 83

Management Investing Investments 83

Advisor Perspectives

JULY 30, 2023

Korea has emerged as a global powerhouse in many industries. Read Portfolio Managers Elli Lee and Sojung Park’s latest on how Korea continues to create new opportunities for investors.

Government 52

Government Portfolio Management Portfolio Management 52

Calculated Risk

JULY 30, 2023

The Heartland Tri-State Bank was closed on Friday , but wasn't on the unofficial list. The FDIC's official problem bank list is comprised of banks with a CAMELS rating of 4 or 5, and the list is not made public (just the number of banks and assets every quarter). Note: Bank CAMELS ratings are also not made public. CAMELS is the FDIC rating system, and stands for Capital adequacy, Asset quality, Management, Earnings, Liquidity and Sensitivity to market risk.

Banking 52

Banking Assets Media Numbers 52

Advisor Perspectives

JULY 30, 2023

Healthcare stocks rank high on our like list, boasting a history of resilience amid both inflation and recession as well as attractive growth prospects thanks to potent innovation. Dr. Erin Xie examines the opportunity.

Healthcare 52

Healthcare 52

Trade Brains

JULY 30, 2023

Best Demat Accounts In India : While the textbook definition of a demat account is the ability to buy and sell securities, traders, and investors today want to be able to do much more than that. The competition to gain market dominance over the brokerage industry in India has led to an outburst of fintech startups offering different types of investment and trading services, from portfolio backtesting, strategy building, and portfolio management all the way to investment advisory services.

Accounting 52

Accounting Banking Investing Investments 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

Advisor Perspectives

JULY 30, 2023

Home Bias, Yield Hunters & Thematics - The Canadian Perspective. A conversation with Dave Nadig, Financial Futurist at VettaFi and Daniel Straus, MD, ETF Research & Strategy at National Bank Financial.

Banking 52

Banking 52

Abnormal Returns

JULY 30, 2023

Markets Industrial stocks just keep cooking. (allstarcharts.com) Why consumer sentiment is improving. (tker.co) Why single point return estimates are not all that useful. (mrzepczynski.blogspot.com) Why it's so easy to go down a gloom-and-doom path. (awealthofcommonsense.com) Companies At what price does Disney ($DIS) stock become a bargain? (barrons.com) Kellogg ($K) is planning to split its business in two.

Financial Advising 130

Financial Advising Economy Media Government 130

Advisor Perspectives

JULY 30, 2023

Mutual Series’ Christian Correa and Mandana Hormozi believe the Japanese equity market is finally benefiting from reforms, inflation, and efforts to push companies to focus on growth and improve their valuations.

Valuation 52

Valuation Marketing Marketing 52

The Big Picture

JULY 30, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Tesla created secret team to suppress thousands of driving range complaints : About a decade ago, Tesla rigged the dashboard readouts in its electric cars to provide “rosy” projections of how far owners can drive before needing to recharge, a source told Reuters.

Medical 246

Medical Consulting Economy Economics 246

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

JULY 30, 2023

When markets are rising, investors don’t always prepare for turbulence. Yet we think the best time to build a defensive plan for an equity allocation is before volatility strikes.

Marketing 40

Marketing Marketing Planning 40

Advisor Perspectives

JULY 30, 2023

The Fed continued to signal a "meeting-by-meeting" data-dependent approach to monetary policy. While the June Summary of Economic Projections suggested that there might be one more hike after today's, we think it's also possible that today's hike may be the last one.

Economics 40

Economics 40

Advisor Perspectives

JULY 30, 2023

Solid fundamentals, decent valuations, and attractive income potential make a case for continued exposure to corporate credit even in an uncertain economic environment.

Valuation 40

Valuation Economics 40

Advisor Perspectives

JULY 30, 2023

A professional advisor can craft a tailored, holistic financial plan that supports your needs, goals and intentions for the future.

Financial Advisor 40

Financial Advisor Financial Planning Planning 40

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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.

Banking