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Way back in 2013, I wrote a post " Predicting the Next Recession. In that 2013 post, I wrote: The next recession will probably be caused by one of the following (from least likely to most likely): 3) An exogenous event such as a pandemic , significant military conflict, disruption of energy supplies for any reason, a major natural disaster (meteor strike, super volcano, etc), and a number of other low probability reasons.
Okay, it’s up 10,000% since May of 2013 and is now the best performing stock in America during the past decade. Everyone is obsessed. It’s the biggest story in the market this year. Cramer has now named a second family dog after it. Jensen Huang’s name is now in the mainstream alongside Bill Gates, Steve Jobs, Mark Zuckerberg, Jeff Bezos, Elon Musk.
When a financial advisor starts their own firm, they face many important choices. One of the key decisions is determining the type of clients they want to serve. Some advisors may choose to take a generalist approach that leaves the door open to working with the broadest possible pool of prospective clients. But with hundreds of thousands of financial advisors competing for the same prospects, it can be challenging to build a generalist advisory business from scratch.
Altos reports that active single-family inventory was up 2.1% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of May 26th, inventory was at 433 thousand (7-day average), compared to 424 thousand the prior week. Year-to-date, inventory is down 11.8%. And inventory is up 6.8% from the seasonal bottom six weeks ago.
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
Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. (kitces.com) Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." (wiredplanning.com) Cameron Passmore and Benjamin Felix talk with David Blanchett about regret optimized portfolios. (rationalreminder.libsyn.com) Austin, TX RWM is coming to Austin, TX!
Hanging out with my 101 years young data at a Memorial Day Ceremony in San Diego. Weekend: • Schedule for Week of May 28, 2023 Monday: • At 9:00 AM ET, S&P/Case-Shiller House Price Index for March. • Also at 9:00 AM, FHFA House Price Index for March 2022. This was originally a GSE only repeat sales, however there is also an expanded index. • At 10:00 AM, Dallas Fed Survey of Manufacturing Activity for May.
Fundamental Analysis of Bajaj Consumer Care : How important is self-care to the Indian populace? To a population of 1.4 billion people, it’s quite important. The present decade has shown humanity on a global scale, the importance and necessity of healthy products. Recognizing that India is one of the largest markets for the healthcare and FMCG sector, major foreign entities have set up shop in India using subsidiaries.
Fundamental Analysis of Bajaj Consumer Care : How important is self-care to the Indian populace? To a population of 1.4 billion people, it’s quite important. The present decade has shown humanity on a global scale, the importance and necessity of healthy products. Recognizing that India is one of the largest markets for the healthcare and FMCG sector, major foreign entities have set up shop in India using subsidiaries.
Today’s Animal Spirits is brought to you by Halo Investing: See here for more information on investing with Halo. We had Jason Barsema, Co-Founder and President of Halo Investing on today’s show to talk about Halo’s latest Hedged Equity Strategies. On today’s show, we discuss: How structured notes are created Who is paying the investor back at maturity Understanding counterparty risk How callable.
Hopefully it’s not what you think is your Social Security number, although it’s quite possible that at some point you (or someone you know) did think it was your (or their) correct number. Why is that? It’s a very interesting story (with thanks to the Social Security Administration for the story): The story of the most misused number of all time. Mrs.
Some of the most common questions clients ask advisors revolve around retirement: How should I save for retirement? Will I have enough money to retire? Will I be able to leave something behind for my children or for philanthropic causes? New research from Dimensional addresses these questions. The study found that investors who tilt towards size, value, and profitability in their equity allocation are likely to enter retirement with significantly more assets, sustain their retirement spending lo
Financial advisors need to go above and beyond to communicate their value to clients. Here are five creative ideas to help you stand out from other firms.
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.
Highly successful advisors have long determined that the traditional shotgun approach to prospecting using blast emails no longer works. They have found that prospecting with a more targeted approach, focusing more narrowly on clearly defined ideal client types based on a readily identifiable market segment or niche, increases both efficiency and results.
Can you spot what’s wrong in the image below? Please post your answer as a comment. I love this photo, but I don’t like the typo. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for May 29: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
Selecting the right finance program is important for building a successful career in the financial industry. With numerous finance programs available, making the right choice can be overwhelming. This blog post is designed to be your compass, guiding you in clarifying your career objectives, assessing finance programs, and ultimately, zeroing in on the program that resonates with your ambitions.
My Memorial Day morning reads: • Memorial Day—for All Americans : We may disagree with one another about our vision for our country, but so did the soldiers, sailors, airmen, and Marines we honor today. ( The Bulwark ) • China’s hypersonic missiles threaten US power in the Pacific: An aerospace engineer explains how the weapons work and the unique threats they pose : Chinese researchers claimed in a May 2023 research journal report that the country’s hypersonic missiles could destroy a U.S
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.
The finance industry offers many career opportunities for aspiring professionals, with wealth management being one of the most rewarding and lucrative options. An Integrated Diploma in Wealth Management can provide you with the knowledge and skills required to excel in this dynamic field. In this blog post, we will explore the advantages of pursuing an Integrated Diploma in Wealth Management from the International College of Financial Planning (ICOFP) and why it’s the right choice for a ca
The Union Budget is one of the year’s most anticipated events for both companies and individuals. The financial budget describes the government’s income and expenditure goals and acts as a roadmap for the country’s economic progress. The financial budget for this year (2023) is important as it sets the tone for the economy in the following year.
Are you a recent graduate ready to kickstart your career? We have the tips and tricks and some best courses you need to transition successfully. We have covered from updating your resume and interview skills to finding a course and setting career goals. Graduating is an exciting time, and it is an important phase of the study. After graduation, most of the students have a question: what to proceed further?
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
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