This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Inflation is now front and center in the minds of investors as domestic measures of consumer prices reach levels not seen in a generation: This is obviously a sea change for investors long accustomed to the benign inflationary environment that has prevailed with little interruption for several decades. Since I have written on the topic and its impact on financial assets on several different occasions I thought it would be worthwhile to revisit some of those ideas now that inflation has returned.
Today’s Animal Spirits is brought to you by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. On today’s show we discuss: How long does it take for stocks to bottom in a bear market The 60/40 portfolio will be back again So bearish it hurts Mortgage rates at 6%, credit card rates at 20% How much money is needed for an ideal life The best retirement spending advice US home equity hits record high BlockFi in trouble?
Presented by Cornerstone Financial Advisory, LLC. Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data. The Dow Jones Industrial Average fell 4.79%, while the Standard & Poor’s 500 dropped 5.79%. The Nasdaq Composite index slid 4.78% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, slumped 4.51%. 1,2,3.
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
This International Women's Day, we are excited to share our findings about women in the financial services industry based on our experience of working with hundreds of different advisory firms.
Commuting to and from work is becoming increasingly expensive with the rising fuel prices. With these record high gas prices, this surge is impacting all aspects of our lives including our businesses.
The truth is that taking the time to get educated about the opportunities available is a smart business decision—regardless of whether you want or are ready to make a move. Advisors often wonder if there’s a right time to embark upon the due diligence process. And the reality is that it’s important that they always stay aware and educated about the opportunities around them—particularly in an environment that’s evolved rapidly over the last several years.
In a Nutshell: Advisors have an extraordinary opportunity to understand their clients at a deeper level. To take advantage, all you need is curiosity, empathy, and a willingness to explore how past experiences with money are affecting financial choices today. Master these conversations and you’ll be able to facilitate positive behavior change, which is a skill — and a service — that will never become obsolete.
This blog post was inspired by a section in Business Blather: Stop Using Words That Sound Good but Say Nothing! by Jerry McTigue. As you know, I agree with the mission of this book. Delete meaningless claims. In a section called “Enough with the platitudes already,” McTigue criticizes the “litanies of clichés and banalities writers believe exude a corporate luster simply because virtually every corporation proclaims them.
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.
Helping clients navigate Social Security changes to optimize their claiming strategy gets more complex each year. And accuracy is essential when calculating the best time for your clients to retire with the most significant amount of Social Security income.
Personal finance probably might not be at the top of anyone’s summer to-do list. But if the doom and gloom financial headlines have you feeling like you have no control over your personal financial situation, it’s time to shift your focus. The stock market and economy are largely out of your personal control. So it’s […].
Your number one asset is your consciousness. Since 2020, most people’s consciousness is being fragmented by the compounded fears of; Alpha, Beta, Gamma, Delta, and… The post Attract, build and create your practice, team, clients, and succession plan with this assignment appeared first on Leading Advisor - Simon Reilly.
Eric Crittenden, manager of the Standpoint Multi-Asset (BLNDX/REMIX) sat for a podcast with Jason Buck from Mutiny Fund who we looked at last week for deriving the Cockroach Portfolio. Early in the pod, the term crisis alpha came up to describe managed futures, more like managed futures is one example of crisis alpha. The simple definition of alpha is the extent to which a portfolio outperforms its benchmark.
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.
64 
Let's personalize your content