Abnormal Returns
OCTOBER 22, 2023
Top clicks this week We are living through the worst bond bear market in history. (awealthofcommonsense.com) Just how expensive are the 'Magnificent Seven' stocks? (blog.validea.com) Why TIPS now merit 'serious consideration.' (morningstar.com) There is no single definitive model for the term premium. (wsj.com) Do investors really understand the return profile of options-writing funds?
Wealth Management
OCTOBER 22, 2023
We see an opportunity for the mass affluent investors to gain more exposure to this asset space.
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Abnormal Returns
OCTOBER 22, 2023
Bonds The bond market bear market is pretty epic. (mrzepczynski.blogspot.com) Bond bear markets are different then stock bear markets. (disciplinefunds.com) Bonds are increasingly competitive with stocks. (traderfeed.blogspot.com) Equities Stop betting against America. (awealthofcommonsense.com) How time horizon affects the odds of investing in equities.
Calculated Risk
OCTOBER 22, 2023
Every year I track seasonal retail hiring for hints about holiday retail sales. At the bottom of this post is a graph showing the correlation between October seasonal hiring and holiday retail sales. Here is a graph of retail hiring for previous years based on the BLS employment report: Click on graph for larger image. This graph shows the historical net retail jobs added for October, November and December by year.
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Wealth Management
OCTOBER 22, 2023
New digital securities-based lending program is "a game changer" for clients who need liquidity, one advisor said. Expect more banking services for wealthier clients to follow, according to Schwab executives.
A Wealth of Common Sense
OCTOBER 22, 2023
Every three years the Federal Reserve puts out a report that summarizes the changes to family finances in the United States. I know averages, aggregates, medians and such never tell the entire story but directionally this stuff can be helpful in terms of understanding where things stand. Let’s dig in. Real median net worth for U.S. households was up a stunning 37% from 2019-2022.
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Trade Brains
OCTOBER 22, 2023
Paragon Fine and Speciality Chemicals IPO Review : Paragon Fine and Speciality Chemicals is coming up with its Initial public offering. This is an SME (small and medium-sized enterprise) which is going to be listed on NSE SME. The IPO will be open for subscription on 26th October 2023 and closes on 30th October 2023. This article about Paragon Fine and Speciality Chemicals IPO Review, includes an in-depth analysis of the company’s financials and the strengths and weaknesses of Paragon Fine and S
Million Dollar Round Table (MDRT)
OCTOBER 22, 2023
By Matt Pais, MDRT Content Specialist Even the most successful advisors appreciate the value of a good sales idea. These are a few favorites from MDRT members: Spread the knowledge “ Create a presentation on the recent updates in the insurance plans, pensions and taxes. Offer to speak free of charge to your local community, parents of kids from your child’s class or in the local community center — there are lots of opportunities.
Trade Brains
OCTOBER 22, 2023
Best Small Cap Stocks With High ROE: In the dynamic world of investing, small-cap stocks have long been the hidden gems that catch the eye of investors. These are lesser-known companies that offer significant growth potential. But, at the same time, these stocks come with huge risks. One of the ways to judge the potential of these stocks is by seeing how much return these stocks have given to their shareholders.
The Irrelevant Investor
OCTOBER 22, 2023
Today’s Talk Your Book is brought to you by J.P. Morgan Asset Management: See here for more information on JPMorgan Hedged Equity Laddered Overlay ETF and here for JPMorgan Equity Premium Income ETF. We had Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management on the show to discuss their latest hedged equity strategy.
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.
Advisor Perspectives
OCTOBER 22, 2023
With next week’s 3Q GDP report shaping up to be a blockbuster number (the Atlanta Fed GDPNow is tracking a +5.4% growth rate), it is worthwhile to reiterate our thoughts on the economy and how we expect growth to unfold over the next year.
oXYGen Financial
OCTOBER 22, 2023
SEI
OCTOBER 22, 2023
MSSPs come in all shapes and sizes. Which one is the best fit for your organization?
Advisor Perspectives
OCTOBER 22, 2023
The latest inflation report raises the odds of further Federal Reserve action.
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.
The Big Picture
OCTOBER 22, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Stress is weathering our bodies from the inside out : Physicians and public health experts have pointed to one culprit time and again when asked why Americans live shorter lives than peers in nations with similar resources, especially people felled by chronic diseases in the prime of life: stress. ( Washington Post ) • How the Palestinian Authority Failed Its People : Make Palestinian governance better in
Advisor Perspectives
OCTOBER 22, 2023
Investors who snapped up shares of Nvidia Corp. at the bottom of last month’s swoon got a harsh reminder of the multiple forces pushing and pulling on the chipmaker’s business prospects.
Advisor Perspectives
OCTOBER 22, 2023
Bitcoin topped $30,000 for the second time this week on growing expectations that another favorable court action raises the likelihood that an exchange-traded fund holding the cryptocurrency will finally be approved.
Advisor Perspectives
OCTOBER 22, 2023
Drugmakers don’t have to dominate a healthcare portfolio. Equity investors should cast a wide net across the sector to find innovation and growth.
Speaker: Erroll Amacker
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.
Advisor Perspectives
OCTOBER 22, 2023
The debate between active and passive management has been going on for years. And while active management has faced headwinds over the past decade or so, it’s starting to reclaim dominance over passive.
Advisor Perspectives
OCTOBER 22, 2023
ESG isn’t a new concept. In recent years, it’s gained more attention and assets thanks partly to the proliferation of related ETFs.
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