Wealth Management

JUNE 4, 2023

Demand for asset managers is so high that our firm has seen executive searches in the asset management sector triple over the last year.

Assets 278

Assets Management 278

Calculated Risk

JUNE 4, 2023

Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from economist Jiayi Xu: Weekly Housing Trends View — Data Week Ending May 27, 2023 • Active inventory growth slowed again, with for-sale homes up just 18% above one year ago. The number of homes for sale continues to grow, but compared to one year ago, the pace is slowing.

Sales 230

Sales Numbers Marketing Marketing 230

The Reformed Broker

JUNE 4, 2023

We had Cathie Wood on The Compound and Friends this week! Michael, Duncan and I popped up in the Tampa / St. Petersburg area this week and got to spend some time with the founder of ARK Invest. We talked innovation, AI fact vs fiction, how big Tesla can get, why Ark bought Nvidia in 2014, Zoom vs Google Meet vs Microsoft Teams, and much more! Watch or listen to the episode below.

Investments 177

Investments Investing 177

Abnormal Returns

JUNE 4, 2023

Top clicks this week Some words of wisdom from the late Sam Zell. (novelinvestor.com) What lessons are new pandemic-era investors going to learn? (awealthofcommonsense.com) Why the idea of market timing is so seductive. (humbledollar.com) Tactical allocation funds have failed miserably. (morningstar.com) How does the stock market perform after a period of sideways action?

Clients 157

Clients Investments Investing Marketing 157

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Clients

A Wealth of Common Sense

JUNE 4, 2023

Each week Redfin puts out a housing market update full of valuable data and nice-looking charts of trends on sales prices, asking prices, new listings, housing supply and more. This one has to be painful for anyone who’s in the market for a house right now: The year-over-year numbers up 15% are bad enough being but just look at how much more affordable things were as recently as 2020 and 2021.

Numbers 144

Numbers Sales Marketing Marketing 144

Calculated Risk

JUNE 4, 2023

Weekend: • Schedule for Week of June 4, 2023 Monday: • At 10:00 AM ET, the ISM Services Index for May. The consensus is for a reading of 52.5, up from 51.9. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 3 and DOW futures are up 70 (fair value). Oil prices were down over the last week with WTI futures at $71.74 per barrel and Brent at $76.13 per barrel.

Marketing 130

Marketing Marketing 130

Calculated Risk

JUNE 4, 2023

From STR: STR: U.S. hotel results for week ending 27 May As expected ahead of Memorial Day, U.S. hotel performance decreased from the previous week, according to STR‘s latest data through 27 May. Year-over-year comparisons were improved. 21-27 May 2023 (percentage change from comparable week in 2022): • Occupancy: 66.8% (+0.6%) • Average daily rate (ADR): US$156.63 (+2.2%) • Revenue per available room (RevPAR): US$104.62 (+2.9%) emphasis added The following graph shows the seasonal pattern for t

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130

Clever Girl Finance

JUNE 4, 2023

Do you enjoy making crafts? Did you know that there are crafts that you can make and sell? Yup, you can do something you love and make an income from it! Money-making crafts are all the rage and it’s easier than ever to start your own home business. All you need is your supplies, an internet connection, and some know-how to get started! Table of contents Making money selling crafts Pricing your crafts to sell Top 50 crafts that make money Expert tip Where is the best place to sell your money-mak

Sales 98

Sales eCommerce Business Planning Retail 98

The Irrelevant Investor

JUNE 4, 2023

Today’s Talk Your Book is brought to you by US Benchmark Series: On today’s live show, we spoke with Alex Morris, Founder and CIO of F/m Investments to discuss investing in US treasuries in a rising rate environment. On today’s show, we discuss: US Benchmarks Origin story Is the Fed done hiking How Treasury ETFs work How rolling through durations affects your investment Why the 1mo duration is yielding so much.

Investments 61

Investments Investing 61

Clever Girl Finance

JUNE 4, 2023

One of the main expenses no one can avoid is buying groceries, and sometimes money is tight. Even if you don't have a special reason for it, you can still use frugal grocery shopping tips to keep more of your money in your pocket! Table of contents Why shopping frugally is always a good idea! 18 Frugal grocery shopping tips to save money Expert tip What is the smallest amount you can spend on groceries each month?

Food 97

Food Budgeting Planning Sales 97

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.

Management

oXYGen Financial

JUNE 4, 2023

![CDATA[ It is not unusual for people, from the time they start working, to have an age in mind at which they would like to retire. As the years go by and they begin to get closer to the age they have been dreaming about, some people take the time to plan (either on their own or with the help of a professional) to ensure they will have the financial resources to stick to that age or adjust their.

Retirement 59

Retirement Planning 59

Advisor Perspectives

JUNE 4, 2023

Given the challenges presented by today's market environment, private credit can be a valuable and versatile tool in sourcing incremental growth and income, dampening portfolio volatility, and hedging the corrosive impact of inflation. Read this paper for an in-depth look at the types of private credit, potential benefits and how to access them.

Marketing 52

Marketing Marketing Portfolio 52

Trade Brains

JUNE 4, 2023

Best Small Cap Dividend Stocks : Whether you’re an investor or a trader, or just a regular person, you might have experienced this incident a couple of times – While going through your freshly washed jeans, jackets, and shorts, in the pockets, you might have come across money. It could be coin change, or a few notes that you don’t remember keeping in there.

Manufacturing 52

Manufacturing Engineering Healthcare Sales 52

NAIFA Advisor Today

JUNE 4, 2023

LinkedIn can be a powerful platform to help grow and establish your business, as well as get your foot in the door for booking meetings with prospects. However, coming up with an effective and efficient strategy can be hard to establish to make the jump from social media to booking a call. Discover the secrets to LinkedIn prospecting success in the next Business Performance Center webinar on Wednesday, June 14 at 12 pm eastern.

Clients 52

Clients Media 52

Speaker: David Worrell, CFO, Author & Speaker

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.

Numbers

Clever Girl Finance

JUNE 4, 2023

Do you want to truly take charge of your day and create more opportunities in your life? Well, it all starts with planning. Yes, I know learning how to plan your day for success might sound dull, but trust me, it's the secret sauce for success! Table of contents 1. Go to sleep a little earlier and then wake up refreshed 2. Set an alarm 3. Set clear and specific goals 4.

Planning 52

Planning Budgeting Management Accounting 52

Abnormal Returns

JUNE 4, 2023

Markets The stock market hates rising inflation. (mrzepczynski.blogspot.com) The 60/40 portfolio was supposed to be dead. (marketwatch.com) Strategy Owning an index means you will own the market's biggest winners. (awealthofcommonsense.com) It's easy to make up stories about the past. The future not so much. (mrzepczynski.blogspot.com) Apple The XR industry is on hold until Apple ($AAPL) ships something.

Financial Advising 241

Financial Advising Startup Banking Economy 241

The Big Picture

JUNE 4, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • 5 winners and 5 losers from the debt ceiling deal : Biden and McCarthy win. The Freedom Caucus loses. ( Vox ) • Inside the Meltdown at CNN : CEO Chris Licht felt he was on a mission to restore the network’s reputation for serious journalism. How did it all go wrong?

Manufacturing 148

Manufacturing Government 148