Abnormal Returns
FEBRUARY 25, 2024
Top clicks this week Joshua Brown, "When too many learn the same game and it gets very easy to both play and teach to friends, the game breaks." (downtownjoshbrown.com) Why you need to further investigate high dividend yields. (wsj.com) The wealth management industry is going to be slammed with demand. (downtownjoshbrown.com) What's driving stock market returns?
A Wealth of Common Sense
FEBRUARY 25, 2024
The housing market wasn’t supposed to remain this strong. People were forecasting for a 20% drop in housing prices in 2022. It made sense at the time. Everyone was predicting a recession. Prices had shot up 50% in three years. The Fed was jacking up interest rates. Mortgage rates went vertical. And all we got was a wimpy 2-3% dip in prices. I cannot predict the future but it’s hard to come up with a bearish th.
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Calculated Risk
FEBRUARY 25, 2024
Weekend: • Schedule for Week of February 25, 2024 Monday: • At 10:00 AM ET, New Home Sales for January from the Census Bureau. The consensus is that new home sales increased to 675 thousand SAAR, up from 646 thousand in December. • At 10:30 AM, Dallas Fed Survey of Manufacturing Activity for February. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 10 and DOW futures are down 60 (fair value).
Million Dollar Round Table (MDRT)
FEBRUARY 25, 2024
By Simon D. Lister, Dip PFS Achieving Court of the Table or Top of the Table doesn’t happen by chance, and there’s no magic to it. It’s about doing the right things daily. And it all starts with a plan. When you do that, it’s possible to reach Top of the Table in a year. I created my plan by understanding how many days in the year, month and week I would work and then how many of those days I would see clients.
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.
Advisor Perspectives
FEBRUARY 25, 2024
NVIDIA reported financial results for the fourth quarter and full-year 2023 this week, and I’m still picking my jaw off the floor.
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Wealth Management
FEBRUARY 25, 2024
If clients aren’t hearing your story, they’re listening to someone else’s.
Trade Brains
FEBRUARY 25, 2024
Fundamental Analysis of Maruti Suzuki : In India, owning a car is a significant achievement for anyone. The Middle-Class section is the driving force behind the economy and politics, and it is influential in understanding consumer patterns. As middle-class people’s disposable income grows, so does their luxury and spending; one industry that benefits from this growth is the automobile industry, in this article, we will look at Maruti Suzuki.
Calculated Risk
FEBRUARY 25, 2024
From WardsAuto: February U.S. Light-Vehicle Sales to Rebound from January's Slide (pay content). Brief excerpt: Sales are bouncing back in February , thanks mostly to a surge in estimated fleet volume, while the retail sector posts tepid growth. Higher interest rates, negative aspects of the inventory mix and lack of fresh product are keeping demand from being even stronger.
Tobias Financial
FEBRUARY 25, 2024
We are thrilled to announce that our CEO, Marian ela Collado , CPA/PFS, CFP®, CDS® will serve as one of the speakers at the upcoming CNBC Women & Wealth on March 5 th , 2024. Marianela’s session will focus on retirement planning and how women can maximize their financial future. Women often face unique challenges when it comes to retirement planning, from the gender pay gap to life expectancy and the hidden costs of caregiving.
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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.
Advisor Perspectives
FEBRUARY 25, 2024
Recently I saw a T-shirt for sale that said, “Science Doesn’t Care What You Think.” I used a similar metaphor recently, observing how many experiments show that jumping off a cliff will send you rapidly downward. If you want to test that theory, please add me to your will first.
oXYGen Financial
FEBRUARY 25, 2024
Advisor Perspectives
FEBRUARY 25, 2024
The REIT sector has faced many challenges over the past few years, including COVID-related closures and tightening monetary policy. Franklin Equity Group Portfolio Managers Blair Schmicker and Daniel Scher discuss how a return to pre-pandemic monetary policy could mean a promising 2024 for publicly traded real estate.
Financial Symmetry
FEBRUARY 25, 2024
Many who approach retirement view it as the ultimate goal, but you could have 30+ years to experience the retirement you’ve worked to build. While much of retirement planning is focused on the numbers, people often fail to intentionally plan … Continued The post Turn Your “What Ifs” into “What’s Next” with These Retirement Stepping Stones, Ep #210 appeared first on Financial Symmetry, Inc.
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.
Advisor Perspectives
FEBRUARY 25, 2024
A Fidelity International money manager has sold the vast majority of US Treasuries from funds he oversees on expectations the world’s biggest economy still has room to expand.
Tobias Financial
FEBRUARY 25, 2024
We are thrilled to announce that our CEO, Marian ela Collado , CPA/PFS, CFP®, CDS® will serve as one of the speakers at the upcoming CNBC Women & Wealth on March 5 th , 2024. Marianela’s session will focus on retirement planning and how women can maximize their financial future. Women often face unique challenges when it comes to retirement planning, from the gender pay gap to life expectancy and the hidden costs of caregiving.
Advisor Perspectives
FEBRUARY 25, 2024
The US and China are discussing new measures to prevent a wave of emerging market sovereign defaults, according to people familiar with the situation, one of the most significant attempts in years at economic cooperation between the rival superpowers.
Abnormal Returns
FEBRUARY 25, 2024
Strategy Every investing fad eventually ends. (contessacapitaladvisors.com) Investors CAN opt-out of the short term game. (speedwellresearch.com) Nvidia Nvidia ($NVDA) is not just a chip company, its a platform. (on.ft.com) It's hard to think of another large company growing sales so rapidly. (wsj.com) Scott Rosenberg, "AI is no fad, but neither was the internet.
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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.
Advisor Perspectives
FEBRUARY 25, 2024
Careful data management and having a formal impact measurement framework in place are essential to preventing greenwashing and ensuring consistent impact delivery.
Trade Brains
FEBRUARY 25, 2024
Platinum Industries IPO Review Platinum Industries is coming up with its IPO issue of Rs. 235.52 Cr which will open on 27th February 2024. The issue will close on 29th February and be listed on the exchange on 5th March 2024. This article will look at the Platinum Industries Limited IPO Review 2024 and analyze its strengths and weaknesses. Keep reading to find out!
Advisor Perspectives
FEBRUARY 25, 2024
Cloud computing is one of the sub-sectors of technology that are benefiting from last year’s rally. When it comes to specific names, CrowdStrike is a notable one helping to push the Direxion Daily Cloud Computing Bull 2X Shares ETF (CLDL) even higher.
The Big Picture
FEBRUARY 25, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Google reneged on the monopolistic bargain : A funny thing happened on the way to the enshittocene: Google – which astonished the world when it reinvented search, blowing Altavista and Yahoo out of the water with a search tool that seemed magic – suddenly turned into a pile of s**t.
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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!
Advisor Perspectives
FEBRUARY 25, 2024
Electric vehicle (EV) equities and related exchange traded funds currently appear as though their check engine lights are on.
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