Sat.Aug 24, 2024

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Schedule for Week of August 25, 2024

Calculated Risk

I'll be out of contact from August 20th until Sept 4th. I'll be back for the August employment report. The key indicators this week include the second estimate of Q2 GDP, Personal Income and Outlays for July, and Case-Shiller house prices for June. -- Monday, August 26th -- 8:30 AM ET: Chicago Fed National Activity Index for July. This is a composite index of other data. 8:30 AM: Durable Goods Orders for July from the Census Bureau. 10:30 AM: Dallas Fed Survey of Manufacturing Activity for Augus

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How Costco Hacked the American Shopping Psyche : More than 100 million people visit the retailer for their groceries — and gas and TVs and gold bars and pet coffins — but saving money may not be the only motive. ( New York Times ) • Politics and your portfolio: How the election could impact your money : Politics don’t matter for your portfolio if you’re one of many people

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Talk Your Book: Alt Goes Mainstream with Michael Sidgmore

A Wealth of Common Sense

On today’s show, we are joined by Michael Sidgmore, Partner and Co-Founder of Broadhaven Ventures to discuss all things Alternatives.

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How to Build a Dividend Growth Portfolio in an Overpriced Market

Advisor Perspectives

Build a dividend growth portfolio. The stock market as measured by the S&P is currently at an all-time high which makes it very challenging to try to build a quality dividend growth portfolio.

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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

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How many stocks are listed on the BSE or Bombay Stock Exchange?

Trade Brains

The Bombay Stock Exchange (BSE) is India’s oldest and one of the world’s fastest stock exchanges. Established in 1875, it serves as a crucial platform for trading securities. BSE facilitates the buying and selling of stocks, bonds, and other financial instruments. It provides a transparent, efficient, and regulated marketplace for investors and companies.

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Why Use Model Portfolios? So Advisors Can Focus on What Matters Most

Advisor Perspectives

Over nearly three decades, I’ve been dedicated to the sport of running. For the last five years, I chased the elusive goal of qualifying for the Boston Marathon, my ultimate aspiration. It wasn’t until I sought the expertise of a professional coach that I finally achieved this dream.

More Trending

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Oaktree Plans to Seek Partner for 3,800 Home Project in Dublin

Advisor Perspectives

An Oaktree Capital Management LP venture plans to seek an equity partner to help develop a Dublin project that’s expected to be valued at billions of euro when it’s completed, according to people with knowledge of the matter.

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Replicating The New Zealand Sovereign Wealth Fund?

Random Roger's Retirement Planning

New Zealand has a sovereign wealth fund with the equivalent of $46 billion in it and the FT says it is doing pretty well. The article doesn't seem to know exactly how it is managed but has a good idea I guess. Basically, the majority is actively managed and the rest is passively managed. The following is the active part. And then from there, the rest is apparently passive.

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Countries Risk Overestimating Debt Capacity, Jackson Hole Paper Shows

Advisor Perspectives

Governments in the US and other developed countries, thanks to their central banks, may be deluded over how much debt they can pile up without significantly raising their costs to borrow.

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Tesla’s Steep Price Cuts Help Get the Used EV Market Humming

Advisor Perspectives

Since early last year, the cars rolling off Tesla Inc.’s California assembly lines have been selling for steadily lower prices. This has had a happy knock-on effect on a car lot just across the freeway from the company’s San Francisco Bay area factory.

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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