Abnormal Returns

FEBRUARY 19, 2023

Strategy Ben Carlson, "You don’t have to manage millions or billions of dollars to succeed as an investor." (awealthofcommonsense.com) How to generate income by selling non-dividend paying shares. (rationalwalk.com) Rising passive management should help active managers, but will it? (evidenceinvestor.com) Policy Why Stanley Fischer has such an outsized influence on central bankers.

Financial Advising 130

Financial Advising Economy Media Taxes 130

oXYGen Financial

FEBRUARY 19, 2023

![CDATA[ Have you ever heard of missingmoney.com? It's a website that could make you richer than you ever imagined, and it's not some kind of scam. In fact, over the last year, the website has paid out over $3 billion in claims to people just like you! According to the website, one in seven people have unclaimed property, and 95% of all claims are filed.

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Abnormal Returns

FEBRUARY 19, 2023

Also on the site Congrats to Ben on ten years of 'A Wealth of Common Sense.' (abnormalreturns.com) Top clicks this week Five reasons why this isn't simply a bear market rally. (carsongroup.com) Life lessons from Warren Buffett and Berkshire Hathaway ($BRK.A). (neckar.substack.com) What it looks like to be financially healthy. (thomaskopelman.com) Is $200,000 a good annual income.

Engineering 162

Engineering Retirement Marketing Marketing 162

Advisor Perspectives

FEBRUARY 19, 2023

Let’s explore whether the CFP Board, the most powerful and prominent organization supporting the advisory profession, can do more to support the adoption of a full fiduciary standard. We’ll also ask whether the CFP Board actually owns the trademark for “certified financial planner,” as it claims.

CFP 98

CFP Certified Financial Planner Financial Planner 98

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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

Accounting

Million Dollar Round Table (MDRT)

FEBRUARY 19, 2023

By Bryce Sanders Have you ever heard a client say, “I never knew you did that! You never told me!” I have. Years ago, when I was a financial advisor at my former firm, the company got into the mortgage business. Advisors would receive notifications when clients applied for a mortgage elsewhere and their in-house assets needed to be verified. The advisor would comply, then call the client and say, “We do mortgages.

Clients 89

Clients Financial Advisor Assets Marketing 89

Calculated Risk

FEBRUARY 19, 2023

Notes: The expansion to the Panama Canal was completed in 2016 (As I noted several years ago ), and some of the traffic that used the ports of Los Angeles and Long Beach is probably going through the canal. This might be impacting TEUs on the West Coast. Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic.

Retail 52

Retail 52

Advisor Perspectives

FEBRUARY 19, 2023

US homes in areas prone to floods may be currently overvalued in the range of $121 billion to $237 billion, according to a report published Thursday in the journal Nature Climate Change.

Marketing 52

Marketing Marketing 52

Calculated Risk

FEBRUARY 19, 2023

Housing economist Tom Lawler has been sending me his predictions of what the NAR will report for almost 13 years. He has graciously allowed me to share his predictions with the readers of this blog. The table below shows the consensus for each month, Lawler's predictions, and the NAR's initially reported level of sales. Lawler hasn't always been closer than the consensus, but usually when there has been a fairly large spread between Lawler's estimate and the "consensus", Lawler has been closer.

Sales 52

Sales 52

Advisor Perspectives

FEBRUARY 19, 2023

For the first time in nearly two decades, investors can earn more than 5% on some of the safest debt securities in the world. That’s competitive with riskier assets like the S&P 500 Index.

Assets 52

Assets 52

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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking

The Big Picture

FEBRUARY 19, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The people who kill the truth: From a small office building, a group of Israelis is spreading global disruption : The Israelis destabilizing democracy and disrupting elections worldwide. No morals, no qualms, no borders: Tal Hanan and Team Jorge have turned chaos into business ( Haaretz ) see also Revealed: the hacking and disinformation team meddling in elections : ‘Team Jorge’ unit exposed by undercover

Math 269

Math Engineering Numbers Education 269

Advisor Perspectives

FEBRUARY 19, 2023

From Home Depot Inc. to Walmart Inc., the biggest US retailers are about to grab the earnings spotlight, providing investors crucial insight into consumer demand, the trajectory of economic growth and Corporate America’s profitability.

Retail 52

Retail Economics 52

Advisor Perspectives

FEBRUARY 19, 2023

If your clients are seduced by television advertisements offering untold wealth accumulation through options trading, new research shows just how destructive that type of speculation has been.

Wealth Accumulation 59

Wealth Accumulation Retail Advertising Clients 59

Advisor Perspectives

FEBRUARY 19, 2023

Many investors have attempted to capitalize on the inverted yield curve by purchasing long-term Treasuries (assuming continued declines at the long end will cause their bonds to appreciate). In his latest commentary, Venk Reddy, CIO of our Sustainable Credit Strategies, explains why he feels this approach is materially riskier than investing in short duration fixed income.

Investing 59

Investing Investments 59

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

Advisor Perspectives

FEBRUARY 19, 2023

Investors continue to seek signs of a change in season—and clues about how the Federal Reserve might react to it.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

FEBRUARY 19, 2023

The bond market finally got the Federal Reserve’s message on rates, while stock investors continue to ignore it, for the most part.

Marketing 52

Marketing Marketing 52