Abnormal Returns
AUGUST 25, 2024
Top clicks this week 15 sure-fire ways to lose money in the markets. (awealthofcommonsense.com) Successful investors have a long time horizon. (awealthofcommonsense.com) Stop paying attention to stuff that doesn't matter. (behaviouralinvestment.com) What do you get when you buy a share of Berkshire Hathaway ($BRK.B)? (sherwood.news) It's not your imagination, market moves are getting faster.
A Wealth of Common Sense
AUGUST 25, 2024
Household net worth is at all-time highs. Housing prices are at all-time highs. The stock market is near all-time highs. But not everyone is feeling great about their finances. Here’s a look at average retirement balances by age along with the share of each cohort who feels like they’re on the right track for retirement: The good news is confidence tends to increase as you age.
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Abnormal Returns
AUGUST 25, 2024
Strategy Another star manager, another disaster for investors. (awealthofcommonsense.com) Just because something is an index fund doesn't mean its a good investment. (wsj.com) Most market arguments are because of differing time frames. (tker.co) Why you likely don't need to focus on dividend paying stocks. (humbledollar.com) Companies Complexity is killing Starbucks ($SBUX).
Million Dollar Round Table (MDRT)
AUGUST 25, 2024
By Bryce Sanders With surprisingly little effort, there are many ways you can enhance your in-person seminars or speaking engagements. One of the advantages of training financial advisors for many years is people proudly share what has worked for them. Let us look at several of these ideas.
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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
Trade Brains
AUGUST 25, 2024
Are you looking to diversify your investment portfolio with new opportunities? As more people explore options beyond traditional assets, such as Forex, stocks, and gold, cryptocurrency has become a popular choice. With the user penetration rate of cryptocurrency expected to rise from 18.78% in 2024 to 22.20% by 2028*, it’s clear that many are eager to dive into this exciting field.
Validea
AUGUST 25, 2024
Joseph Piotroski’s F-Score is a financial assessment tool developed by Stanford accounting professor Joseph Piotroski in 2000. It’s used to evaluate the strength of a company’s financial position, particularly for value stocks with high book-to-market ratios. The F-Score is calculated using nine criteria that assess profitability, leverage/liquidity, and operating efficiency.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Validea
AUGUST 25, 2024
Martin Zweig was a renowned investment advisor, fund manager, and financial analyst who rose to prominence in the 1970s and 1980s. He was best known for his uncanny ability to predict major market turns and for developing a systematic, disciplined approach to growth stock investing. In 1986, Zweig published his seminal book “Winning on Wall Street,” which detailed his investment philosophy and stock-picking methodology.
Trade Brains
AUGUST 25, 2024
The Indian stock market has undergone a dramatic transformation in recent decades. Once the exclusive domain of institutional investors, it has now become accessible to the average middle-class individual. This shift began with the internet boom of the 21st century and accelerated with rapid urbanization. Today’s investors are more sophisticated, exploring diverse asset classes like mutual funds, stocks, and bonds.
Advisor Perspectives
AUGUST 25, 2024
Our outlook on the 11 S&P 500 equity sectors.
Discipline Funds
AUGUST 25, 2024
Here are some things I think I am thinking about at the end of this weekend. 1) The Powell Pivot. Well, Powell made it official at Jackson Hole – the Fed is cutting in September. Now the question will become how much do they cut (25 vs 50 bps), how often and for how long? My guess is that they will cut 25 bps at each of the next three meetings (Sept, Nov and Dec).
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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
Advisor Perspectives
AUGUST 25, 2024
There’s no shortage of market-moving events on the docket to keep Wall Street busy right now.
The Big Picture
AUGUST 25, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The End of Fabulous Money Market Rates Is Near : You have been able to earn solid returns by parking your money in fairly safe places, our columnist says. But that won’t last much longer. ( New York Times ) • How many dynamic companies broke their streaks of engineer-CEOs for the first time in the 2000s?
Advisor Perspectives
AUGUST 25, 2024
The dollar plunged after Federal Reserve Chair Jerome Powell affirmed expectations that the central bank will cut interest rates next month, sparking a rally in the currencies of major global peers.
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