Wealth Management
APRIL 30, 2023
Some of the bigger players are still making deals. But the majority are waiting for market dislocation to work itself out so they can take advantage of the resulting bargains.
Abnormal Returns
APRIL 30, 2023
Markets How today's market leaders differ from past generations. (tker.co) Updated performance figures for S&P Dow Jones Indices for April 2023. (on.spdji.com) Strategy Why copying great investors, like Buffett and Munger, usually doesn't work. (whatsimportant.substack.com) Some all-time great quotes from the Berkshire Hathaway ($BRK.A) annual meeting.
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Wealth Management
APRIL 30, 2023
The capital markets team supports clients in understanding and executing ETF trades.
Calculated Risk
APRIL 30, 2023
Most analysts expect the FOMC to raise rates 25 basis points and then hint at a pause in June, although it is possible that the FOMC will not increase rates at the meeting this week. However, there hasn't been any leaks of a possible pause at this meeting - so 25 basis points is likely. In January, the FOMC suggested that there would be "ongoing increases" in the target range: "The Committee anticipates that ongoing increases in the target range will be appropriate in order to attain a stance of
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Abnormal Returns
APRIL 30, 2023
Top clicks this week Cash is not a passive investment. (disciplinefunds.com) With everything thrown at the U.S. economy why hasn't it tipped into recession? (theirrelevantinvestor.com) Financial influencers are not the problem. You are. (safalniveshak.com) Knowing when a recession will hit doesn't help you much when it comes to timing the stock market.
Calculated Risk
APRIL 30, 2023
Weekend: • Schedule for Week of April 30, 2023 Monday: • At 10:00 AM ET, ISM Manufacturing Index for April. The consensus is for the ISM to be at 46.8, up from 46.3 in March. • Also at 10:00 AM, Construction Spending for March. The consensus is for a 0.2% increase in construction spending. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are up slightly (fair value).
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)
APRIL 30, 2023
By Bryce Sanders Financial advisors need new clients. To do this, they need to keep their prospecting pipeline filled. Financial advisors, coaches and other experts often offer systems for this. It can be confusing, however, to know what to look for in a successful prospecting strategy. Over the years, these are the five criteria I’ve learned to look for: It must be proactive.
Trade Brains
APRIL 30, 2023
Best Small Cap Stocks Under Rs 500 : Hello, dear reader. Scrounging through your wallet, ask yourself – What can ₹500 get you today? One month subscription to a streaming service, maybe some groceries, or an opportunity to grow rich? When the average investor decides to enter the market, it is unlikely they will start with huge sums of money. it could be due to skepticism, a little caution, and the fact that their knowledge of the markets isn’t advanced yet.
The Irrelevant Investor
APRIL 30, 2023
Today’s Talk Your Book is brought to you by Eagle Point Credit Management: See here for more information on Eagle Point Credit Management and the CLO investment strategies available to wealth advisors and retail investors. On today’s show, we are joined by Thomas Majewski, Founder and Managing Partner of Eagle Point Credit Management, to discuss generating current income by investing in CLO securities.
Random Roger's Retirement Planning
APRIL 30, 2023
Yahoo has an article up about FIRE proponents going back to work because of rough market conditions and the recent increases in price inflation. FIRE of course stands for Financial Independence/Retire Early. It's an old concept but became more popular 13 or 14 years ago, shortly after the Financial Crisis bear market ended. If the Yahoo article is calling it correctly, then the first serious bear market to come along has seriously dented the movement.
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.
MazumaBusinessAccounting
APRIL 30, 2023
These days, companies are increasingly allocating more time and money to content marketing. And the effort is not without good reason, as 67% of marketers suggest that content marketing generates demand and leads. But with a surplus of information and entertainment options available to consumers, is all content marketing worth the effort and resources?
Advisor Perspectives
APRIL 30, 2023
There's a potential illiquidity premium - the excess return received for tying up capital for an extended period of time - for allocating capital to private equity, private credit and private real estate markets that have historically delivered a substantial illiquidity premium relative to their public market equivalents. Learn how you can help clients determine the appropriate percentage to allocate to private markets by developing an "illiquidity bucket" that can also help instill a long-term
The Big Picture
APRIL 30, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Farewell Transmission: Texas’ plan to fix its power grid is a disaster : Ever since brutal winter storms blacked out much of Texas and killed hundreds of residents in February 2021, the state’s government has… ( Slate ) • How Washington allowed bank CEOs to pocket huge bonuses amid failure : Executive pay rules are getting new scrutiny after Silicon Valley Bank’s collapse — but still they may
Advisor Perspectives
APRIL 30, 2023
In life, there are things that we should be convicted and committed to. For example, the love for our families, spouses, and religious beliefs. We can also be convicted about other things, such as political ideologies, social issues, and environmental causes.
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.
Trade Brains
APRIL 30, 2023
List of Founder/Promoter Family Managed Companies in India: It comes naturally for a man to wish and attempt to try and get rich quickly. Barring means that heavily rely on luck, there are a few that provide returns like that of entrepreneurship for the majority of the population. These businesses last for two to three generations if successful in most cases whereas a few outliers go on to become the Tata’s, Birlas, Ambani’s.
Advisor Perspectives
APRIL 30, 2023
The current Federal Reserve’s (Fed’s) tightening cycle is approaching an end. This has been one of the most forceful as well as the fastest tightening cycle in history. However, because the federal funds rate was well below the neutral federal funds rate, the time it has been above that neutral level has not been that long.
Advisor Perspectives
APRIL 30, 2023
Key Takeaways The Fed’s tightening cycle is coming to an end Concerns about the debt ceiling impasse are rising Mega-cap earnings will be key to watch
Advisor Perspectives
APRIL 30, 2023
Cryptocurrency adoption in the U.S. increased amid fears of a full-blown banking crisis, a new poll finds. According to Morning Consult, 22% of Americans, over one in five, said they owned at least one form of crypto in April, representing a four-percentage-point increase from January.
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
APRIL 30, 2023
Next week also brings what could be a pivotal Federal Reserve policy meeting. We use this word “pivotal” to say an event is important. Taken literally, it means to turn in a different direction than you were previously going.
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