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.
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.
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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.
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.
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.
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
JUNE 18, 2023
A year ago, the US Consumer Price Index was rising at an almost 9% annual rate. The Federal Reserve was trying to change that trend with tighter policy. But it wasn’t just the Fed. All of us—businesses, consumers, everyone—responded to the pain.
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.
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.
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.
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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.
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.
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.
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
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.
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.
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
Advisor Perspectives
JUNE 18, 2023
Doug Drabik discusses fixed-income market conditions and offers insight for bond investors.
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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