Wealth Management
SEPTEMBER 24, 2023
Dealmaking in the RIA space picked up in the third quarter, a sign we're headed for a period of increased activity, according to DeVoe & Co.
Abnormal Returns
SEPTEMBER 24, 2023
Top clicks this week How Morgan Housel invests his portfolio. (etf.com) The hardest thing about being an investor is deciding what to focus on. (behaviouralinvestment.com) Why selling a stock is harder than buying. (flyoverstocks.com) Bond investors are being given an opportunity to lock in 2% real yields. (capitalspectator.com) The credit markets are very different than they were in 2009.
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Calculated Risk
SEPTEMBER 24, 2023
For fun: Through August 2023, the employment report indicated positive job growth for 32 consecutive months, putting the current streak in 8th place of the longest job streaks in US history (since 1939). The UAW strike will not impact the September employment report since it started on September 15th, so it seems likely the job streak will move into a tie for 5th place with the next report (if it is actually released - threatened by another shutdown).
Abnormal Returns
SEPTEMBER 24, 2023
Strategy Individual investors win by not competing with professionals. (awealthofcommonsense.com) How long is too long when it comes to your bond allocation? (humbledollar.com) Your view of the markets often depends on your time horizon. (mrzepczynski.blogspot.com) 5%+ T-bill yields are a welcome relief, but don't overdo it. (disciplinefunds.com) Crypto What Ric Edelman sees for the spot Bitcoin ETF space.
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Calculated Risk
SEPTEMBER 24, 2023
Weekend: • Schedule for Week of September 24, 2023 Monday: • At 8:30 AM ET, Chicago Fed National Activity Index for August. This is a composite index of other data. • At 10:30 AM, Dallas Fed Survey of Manufacturing Activity for September. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are up 5 and DOW futures are up 40 (fair value).
A Wealth of Common Sense
SEPTEMBER 24, 2023
Here are some things I believe about investing. 1. I believe simple beats complex. The problem is simple is much harder to implement because complex will always sound more intelligent and appealing. 2. I believe the timing of buy or sell decisions matters less than your holding period. Picking tops and bottoms is for the lucky and the liars. Patiently holding onto your investments is more important for most investors than.
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Trade Brains
SEPTEMBER 24, 2023
ASM Technologies Vs RIR Power Electronics: The semiconductor industry is often described as the “brain” of modern technology. It is the unseen tech that powers our digital lives, enabling everything from the devices in our pockets to the cars we drive and the entire infrastructure that this interconnected world has been built upon. In today’s article, we will compare two such Indian Companies that are focused on manufacturing such intricate devices – ASM Technologies Vs RIR Pow
oXYGen Financial
SEPTEMBER 24, 2023
Million Dollar Round Table (MDRT)
SEPTEMBER 24, 2023
By Thomas F. Levasseur, CLU, MS Ed Thomas F. Levasseur The most important aspect of a successful financial services business is identifying, nurturing and processing prospects into new clients. I use detailed procedures to ensure this happens in my business, and you can easily adapt them for your own prospecting. 1) Cost effectiveness: inexpensive vs. other traditional Like many advisors, I have tried most of the traditional avenues of prospecting and have ultimately found them to be an expensiv
Advisor Perspectives
SEPTEMBER 24, 2023
The Federal Reserve weighs the data while investors wonder: Is the rate-hike cycle over?
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.
The Irrelevant Investor
SEPTEMBER 24, 2023
Today’s Talk Your Book is brought to you by Direxion: On today’s show, we spoke with Ed Egilinsky, Managing Director and Head of Alternatives to discuss the use of leverage in a portfolio and much more! On today’s show, we discuss: How leveraged strategies are created How the timing and path of the underlying ETF affects compounding Using flows as a trading signal Looking at the China trade with leverage Why l.
Advisor Perspectives
SEPTEMBER 24, 2023
Many of the speakers and attendees were bullish on the physical metal, pointing to gold’s resilience in the face of a very strong U.S. dollar and multiyear-high yields.
Trade Brains
SEPTEMBER 24, 2023
JSW Infrastructure IPO Review : JSW Infrastructure is coming up with the IPO which is set to be listed on the NSE and BSE. The IPO will be open for subscription on 25th September 2023, and closes on 27th September 2023. This article will provide a comprehensive JSW Infrastructure IPO Review, including an in-depth analysis of the company’s financials, GMP, as well as the strengths and weaknesses of JSW Infrastructure.
Advisor Perspectives
SEPTEMBER 24, 2023
Call it another case of bad timing for Wall Street strategists. The group, historically known to have a bullish bent, spent most of this year saying US stocks would end lower in 2023. Instead, the S&P 500 Index rallied 16% in the first half.
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.
Advisor Perspectives
SEPTEMBER 24, 2023
While our Washington Policy analyst believes there is a path to a resolution to avoid a government shutdown ahead of the looming September 30 deadline, the rhetoric out of Washington suggests otherwise.
Advisor Perspectives
SEPTEMBER 24, 2023
Federal Reserve Governor Lisa Cook said the use of artificial intelligence in the economy presents many unanswered questions for policymakers though there is some evidence that it could improve labor productivity.
Advisor Perspectives
SEPTEMBER 24, 2023
Honeywell International Inc. is a global leader in diversified technology and manufacturing. As sectors like aerospace and construction undergo rapid changes, there’s a demand for solutions that boost efficiency while prioritizing safety.
Advisor Perspectives
SEPTEMBER 24, 2023
For many wealth advisors, workplace retirement plans are either a burden or an afterthought, according to John Kutz, National Retirement Plan Strategist at Franklin Templeton. He and his team explore why embracing these plans can benefit their practice, and their clients.
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
SEPTEMBER 24, 2023
Artificial intelligence (AI) is widely viewed as the fuel for the rocket known as growth and technology stocks in 2023. While there is truth to that notion, there’s more to the story. Including the “magnificent seven” cadre of mega-cap growth names that are powering the market higher this year.
Advisor Perspectives
SEPTEMBER 24, 2023
Fund managers have been avoiding emerging markets (EM), especially when it comes to China. However, that doesn’t mean there aren’t opportunities that exist.
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