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.
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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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.
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
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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
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.
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).
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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.
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.
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).
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.
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.
The Big Picture
SEPTEMBER 24, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Gen Z falls for online scams more than their boomer grandparents do : The generation that grew up with the internet isn’t invulnerable to becoming the victim of online hackers and scammers. ( Vox ) see also You’ve Got (Scam) Mail Is everyone being swindled all the time and just not talking about it?
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
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.
Advisor Perspectives
SEPTEMBER 24, 2023
The Federal Reserve weighs the data while investors wonder: Is the rate-hike cycle over?
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
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
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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