The Big Picture
OCTOBER 28, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Kanye and Adidas: Money, Misconduct and the Price of Appeasement : A year ago, after producing hundreds of shoe styles and billions of dollars together, Adidas broke with Kanye West as he made antisemitic and other offensive public comments.
The Reformed Broker
OCTOBER 28, 2023
ALERT: Michael, Barry, Ben and about twenty of our most highly skilled advisor / client service superstars are coming to North Carolina from November 6th through 8th to meet with clients and celebrate our new branch office in downtown Charlotte. I’ll be there too, of course. If you’d like to chat with us about your financial plan and portfolio in-person and you’re within driving distance of CLT, hit us u.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
OCTOBER 28, 2023
This week, we speak with Michael Carmen , co-head of private investments at Wellington Management Co. LLP, which has more than $1 trillion in assets under management. Carmen, who manages the diversified late-stage growth equity business, previously managed institutional portfolios in the multi-cap growth style. He has written papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios and is a chartered financial analyst.
Abnormal Returns
OCTOBER 28, 2023
EVs Solid-state batteries would upend the EV calculus. (on.ft.com) States are looking to pay for roads as EVs drag down gasoline taxes. (wsj.com) How the war on the 'war on cars' became a rallying cry. (oversharing.substack.com) Transport E-bikes are more than just a souped-up bike. (theatlantic.com) Why airlines are banking on sustainable aviation fuel to decarbonize.
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
OCTOBER 28, 2023
Amazon.com Inc. Chief Executive Officer Andy Jassy gave investors much of what they wanted this earnings season: robust sales and profit growth along with a hint that the cloud division earnings machine is regaining momentum.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
OCTOBER 28, 2023
How To Use Keltner Channels Indicator : To be able to analyse the price movements of securities, one should gain knowledge of technical analysis tools to be profitable and manage the risks involved. One of the popular technical indicators to analyse the charts is the Keltner Channels Indicator. It is used to analyse the trends and price reversals of security by market participants to have a better view of price movements.
Advisor Perspectives
OCTOBER 28, 2023
The ideal rebalancing range varies by investor and depends on an investor’s risk tolerance and market views, among other factors. In a prolonged equity bull market, wider rebalancing ranges will result in higher returns, but also increase a portfolio’s risk.
Calculated Risk
OCTOBER 28, 2023
At the Calculated Risk Real Estate Newsletter this week: • New Home Sales increase to 759,000 Annual Rate in September • Total Housing Completions Will Likely Increase Slightly in 2023; The Mix will Change • Final Look at Local Housing Markets in September • Fannie and Freddie: Single-Family Mortgage Delinquency Rate Mostly Unchanged in September This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
Advisor Perspectives
OCTOBER 28, 2023
The world is becoming an increasingly diverse place, especially the societies that we live in and we invest in. It’s not just about social equity that companies need to focus on diversity, equity, and inclusion; it’s really about business fundamentals.
Advertisement
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
OCTOBER 28, 2023
Despite progress on bringing down inflation from mid-2022 highs, data from online job postings suggests that wage pressures may be reaccelerating. Beneath the surface, growing divergence in wage gains across occupation categories may be adding a layer of complexity to the outlook for labor markets.
Advisor Perspectives
OCTOBER 28, 2023
Momentum has turned in tech stocks and investors awakening from dreams of artificial-intelligence nirvana are back to a less grandiose concern: When will the selling stop?
Advisor Perspectives
OCTOBER 28, 2023
Over the past seven days, bitcoin has surged more than 20%. That’s a bull market unto itself. It’s also one fueled by speculation that the SEC will soon approve ETFs with spot bitcoin exposure.
Advisor Perspectives
OCTOBER 28, 2023
The ancient Greeks had a word κάθαρσις, which in English we now spell as “catharsis,” although it’s pronounced basically the same. It originally referred to purifying religious ceremonies, medical treatments, and so on.
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
OCTOBER 28, 2023
Rising yields have undoubtedly done a number on bond prices, but they open up bearish opportunities in certain inverse leverage exchange traded funds (ETFs).
Expert insights. Personalized for you.
268 
Let's personalize your content