Calculated Risk

JUNE 18, 2023

Notes: The expansion to the Panama Canal was completed in 2016 (As I noted several years ago ), and some of the traffic that used the ports of Los Angeles and Long Beach is probably going through the canal. This might be impacting TEUs on the West Coast. Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic.

Retail 347

Retail 347

Wealth Management

JUNE 18, 2023

Sykon represents the fourth team to join tru Independence in the last five months, bringing the platform to $2 billion in new assets in the first half of 2023.

Assets 298

Assets 298

Abnormal Returns

JUNE 18, 2023

Top clicks this week Two reasons why the stock market has surged this year. (thereformedbroker.com) Five common portfolio mistakes including 'portfolio sprawl.' (morningstar.com) The spread between the 10-year Treasury and the dividend yield on the S&P 500 is at its highest level since 2007. (capitalspectator.com) Fund fees really do matter. (humbledollar.com) A round-up of recent charts including a surge in investor sentiment.

Portfolio 272

Portfolio Investing Investments Marketing 272

A Wealth of Common Sense

JUNE 18, 2023

Wealth is a relative feeling. Some people compare their level of wealth to other people. Some people compare their level of wealth to their previous levels of wealth. Some people think of wealth in terms of the material possessions they own. Some people think of wealth in terms of how much money they make. Some people think of wealth in terms of what they get trade it for.

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Clients

Abnormal Returns

JUNE 18, 2023

Markets Joshua Brown, "The thing that everyone’s talking about is not always the thing that ends up mattering." (thereformedbroker.com) Three reasons why the stock market is higher this year. (tker.co) Higher yields are the biggest potential headwind for stocks. (awealthofcommonsense.com) Strategy To reach the top level of a craft you have to have a passion for it.

Financial Advising 246

Financial Advising Government Media Economy 246

oXYGen Financial

JUNE 18, 2023

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Government 105

Government Banking Investing Investments 105

Million Dollar Round Table (MDRT)

JUNE 18, 2023

By Sandy Schussel Many advisors come to me after trying everything they can to get their stagnant business growing again. Often, they’ve already spent a lot of money on advertising, local sponsorships, expensive dinner seminars, training from top advisors and so forth — all with poor results. They tell me why they don’t want to reach out to their warm market or how they hate asking for referrals.

Financial Planner 98

Financial Planner License Advertising Investment Advisor 98

The Irrelevant Investor

JUNE 18, 2023

Today’s Talk Your Book is brought to you by KraneShares: Today we are joined by Jonathan Shelon, COO of KraneShares to discuss the KLIP China Internet Covered Call Strategy. On today’s show, we discuss: Jonathans Target Date Fund experience Trends happening within China How investable is China? Ways you can invest in Chinese stocks What’s going on with China’s economy How the KWEB Call Option Strategy wo.

Economy 67

Economy Investing Investments 67

James Hendries

JUNE 18, 2023

Richer matching contributions can help employers gain a competitive edge Employer-sponsored retirement plans, such as 401(k) or 403(b) plans, have become an essential part of the benefits package offered by companies to attract and retain employees. One of the key features of these plans is the employer’s matching contribution, which can vary from company to company.

Recruitment 52

Recruitment Retirement Retirement Planning Planning 52

Trade Brains

JUNE 18, 2023

Hinduja Global Solutions vs Firstsource Solutions: India’s BPO/BPM companies are recognised all over the world because of their superior delivery skills and low costs. But did you know that there are a few listed BPM companies in the Indian stock market? Are they a good investment? In this article, we’ll perform a comparative study of Hinduja Global Solutions vs Firstsource Solutions , two sector leaders and see if they can be attractive investment opportunities.

Digital Media 52

Digital Media Healthcare Media Clients 52

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

Advisor Perspectives

JUNE 18, 2023

Doug Drabik discusses fixed-income market conditions and offers insight for bond investors.

Marketing 52

Marketing Marketing 52

MarketWatch

JUNE 18, 2023

Drew Angerer/Getty ImagesSummer is traditionally regarded as a sluggish time for U.S. stocks, given the Wall Street adage: “Sell in May and go away.” This year, though, may turn out to be markedly different from past years.One reason is bullish investors are steadfastly holding on to the view that U.S. inflation is set to fall by more than the Federal Reserve forecasts, and that’s setting the stage for a possible showdown in the months ahead with policy makers, who want more interest-rate increa

Marketing 75

Marketing Marketing Economics Management 75

Advisor Perspectives

JUNE 18, 2023

Our director of Customized Portfolio Solutions and overlay portfolio management, Brian Causey, shares his key takeaways from 20 years of working on overlay solutions.

Management 52

Management Portfolio Management Portfolio 52

The Big Picture

JUNE 18, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Next Crisis Will Start With Empty Office Buildings : Commercial real estate is losing value fast. ( The Atlantic ) • The Horse Isn’t Real. People Are Betting on It Anyway. In virtual sports betting, the house edge is insane, there’s even more stigma and the racing never stops. ( Vice ) • Plagiarism Engine: Google’s Content-Swiping AI Could Break the Internet : The Search Generative Experience s

Engineering 265

Engineering Banking Economy Accounting 265

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

Numbers

Advisor Perspectives

JUNE 18, 2023

Measuring changes in consumer prices is a messy, imprecise undertaking, one that can result in conflicting data, and yet these data are used by both the public and private sectors to guide important policy decisions.

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Advisor Perspectives

JUNE 18, 2023

The sudden influx of capital into the fund could suggest that equal-weight strategies may be back in favor with advisors.

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