NAIFA Advisor Today

DECEMBER 6, 2024

After earning a finance degree from Ball State University in Muncie, Indiana, Tyler Engelhaupt entered the insurance industry, initially seeking a case manager role with a focus on financial advising. Instead, he found himself in a sales position at Ash, where his career quickly flourished.

Insurance

Abnormal Returns

NOVEMBER 12, 2024

npr.org) Economy Heavy truck sales dropped sharply in October 2024. bonddad.blogspot.com) Earlier on Abnormal Returns Research links: driving financial crises. abnormalreturns.com) Adviser links: losing focus. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising

Wealth Management

AUGUST 1, 2022

The Atlanta-based company is working with a financial adviser on the potential sale. Other logistics firms and investment funds have expressed preliminary interest in acquiring the business.

Sales

Abnormal Returns

DECEMBER 25, 2023

morningstar.com) A list of the most popular podcasts for financial advisers. riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales. advisorperspectives.com) Do financial advisers recommend annuities to their clients? riabiz.com) When should you hire? kitces.com)

Financial Advising

Abnormal Returns

AUGUST 15, 2024

hunterwalk.com) Home buying New home sales commission rules are coming into effect. wsj.com) Consumer spending Retail sales jumped 1.0% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) What VC returns look like in the real world.

Financial Advising

Abnormal Returns

AUGUST 23, 2024

ft.com) EVs EVs made up 8% of sales in Q2. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (sherwood.news) Global The Tokyo Stock Exchange is not messing around. morningstar.com) How New Zealand (successfully) manages its sovereign wealth fund.

Financial Advising

Abnormal Returns

NOVEMBER 27, 2023

kitces.com) 5 legal steps in an RIA sale or merger. kitces.com) Advisers The upside of the Dave Ramsey controversy. advisorperspectives.com) Why financial advisers should have their own financial houses in order. (riabiz.com) Practice management How to build your site to optimize conversions.

Financial Advising

Abnormal Returns

SEPTEMBER 6, 2024

(sherwood.news) What does the collapse in dollar store sales tell us about the economy? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? theirrelevantinvestor.com) Earlier on Abnormal Returns Podcast links: the other guy. abnormalreturns.com) What you missed in our Thursday linkfest.

Financial Advising

Abnormal Returns

APRIL 26, 2024

awealthofcommonsense.com) Why investors are often vulnerable to sales pitches for 'safe' investments. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Do higher rates spell doom for the stock market? It depends. morningstar.com) Nobody said bonds were easy. Opinions differ.

Financial Advising

Abnormal Returns

NOVEMBER 21, 2023

on.ft.com) Paramount Global ($PARA) may be for sale, but who would be buying? abnormalreturns.com) Adviser links: a one-way street. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Meanwhile there are plenty of other goings-on in the exchange space.

Financial Advising

Abnormal Returns

NOVEMBER 13, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media There is no shortage of new, trophy apartments for sale in Manhattan. (abnormalreturns.com) Top clicks last week on Abnormal Returns. Then check out our weekly e-mail newsletter.

Education

Abnormal Returns

SEPTEMBER 6, 2023

bonddad.blogspot.com) Currently about 80% of light vehicle sales are light trucks or SUVs. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (economist.com) Why don't more funds use performance funds? ft.com) Economy The American labor situation is worsening.

Financial Advising

Abnormal Returns

SEPTEMBER 25, 2024

sherwood.news) The number of existing homes for sales keeps rising. axios.com) Earlier on Abnormal Returns Personal finance links: assessing your financial situation. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bonddad.blogspot.com) The American consumer is still bummed out.

Math

Abnormal Returns

SEPTEMBER 27, 2024

vox.com) Restaurants Restaurant sales are tailing off. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Open AI has a seemingly insatiable demand for capital and compute. nytimes.com) The transformation of OpenAI from non-profit to for-profit is stunning. Diners are bored.

Financial Advising

Abnormal Returns

JANUARY 19, 2024

(advisorperspectives.com) Existing home sales hit a 28-year low in 2023. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Q4 GDP is trending around 1.6%. capitalspectator.com) Earlier on Abnormal Returns Podcast links: Boeing's downfall.

Financial Advising

Abnormal Returns

OCTOBER 18, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? nytimes.com) The Jared Fogle scandal didn't tank Subway sales. (abnormalreturns.com) Research links: acceptably high yields. Then check out our weekly e-mail newsletter. papers.ssrn.com) The self-checkout experiment has failed.

Financial Advising

Abnormal Returns

MAY 14, 2024

ofdollarsanddata.com) Economy Heavy truck sales rose in April. abnormalreturns.com) Adviser links: objectives and aspirations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (morningstar.com) Don't confuse selling calls with income. Then check out our weekly e-mail newsletter.

Financial Advising

Abnormal Returns

MARCH 5, 2024

biopharmadive.com) Economy Heavy truck sales increased in February. abnormalreturns.com) Adviser links: a reliable support system. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (linkedin.com) Pharma Pfizer ($PFE) is feeling a Covid era hangover.

Financial Advising

Abnormal Returns

OCTOBER 19, 2023

disciplinefunds.com) Existing home sales are in free fall. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (politico.com) China's fertility rate has fallen off the table. marginalrevolution.com) Housing What it would take to unlock the housing market.

Financial Advising

Abnormal Returns

OCTOBER 17, 2024

fastcompany.com) Why secondary sales of PE stakes are picking up. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (institutionalinvestor.com) Finance Charles Schwab ($SCHW) is deleveraging. riabiz.com) Robinhood ($HOOD) launched a desktop app and futures trading.

Financial Advising

Abnormal Returns

AUGUST 5, 2024

optimisticallie.com) Heavy truck sales rose in July. econbrowser.com) Earlier on Abnormal Returns Adviser links: the RMD mentality. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (tomtunguz.com) Can an AI company actually be run ethically? bonddad.blogspot.com) U.S.

Ethics

Abnormal Returns

OCTOBER 31, 2023

humbledollar.com) Why it's easy to say you will buy when stocks 'go on sale.' abnormalreturns.com) Adviser links: demonstrating confidence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Money market returns look good.almost too good.

Assets

Abnormal Returns

DECEMBER 29, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter. newsletter.abnormalreturns.com) Mixed media 52 things learned in 2023 including 'Costco is responsible for 50% of all cashew sales in the world.'

Financial Advising

Abnormal Returns

DECEMBER 14, 2023

(calculatedriskblog.com) Retail sales are slowing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bonddad.blogspot.com) Earlier on Abnormal Returns Longform links: consolidation and shakeout. abnormalreturns.com) What you missed in our Wednesday linkfest.

Financial Advising

Abnormal Returns

JANUARY 20, 2023

ft.com) Economy Existing home sales plunged in December. bonddad.blogspot.com) Why falling retail sales aren't all bad. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups.

Investing

Abnormal Returns

NOVEMBER 20, 2023

wsj.com) The wash-sale rule doesn't (yet) apply to cryptocurrencies. stratechery.com) AI development is computationally, and financially, expensive. snippet.finance) Earlier on Abnormal Returns Adviser links: a one-way street. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising

Abnormal Returns

NOVEMBER 3, 2023

(bonddad.blogspot.com) Heavy truck sales are not flat year-over-year. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? calculatedriskblog.com) Earlier on Abnormal Returns Podcast links: an abundance mindset. abnormalreturns.com) What you missed in our Thursday linkfest.

Financial Advising

Abnormal Returns

FEBRUARY 5, 2024

minneapolisfed.org) Heavy truck sales rose in January. nytimes.com) Earlier on Abnormal Returns Adviser links: the curse of knowledge. nytimes.com) Earlier on Abnormal Returns Adviser links: the curse of knowledge. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising

Abnormal Returns

APRIL 24, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? manufacturingdive.com) A case study in how influencers can drive sales of a product, i.e. Goli Apple Cider Vinegar Gummies. (abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Marketing

Abnormal Returns

JANUARY 31, 2024

theverge.com) Ozempic accounted for 41% of Novo Nordisk’s ($NVO) total sales in 2023. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (vox.com) Elon Musk and Tesla ($TSLA) have a pay problem as a Delaware judge strikes down an earlier agreement.

Financial Advising

Abnormal Returns

SEPTEMBER 5, 2023

morningstar.com) Economy Heavy truck sales are still expanding. abnormalreturns.com) Adviser links: the power of personalization. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (stratechery.com) Fund management Why the ETF structure might be perfect for long-short strategies.

Financial Advising

Abnormal Returns

DECEMBER 7, 2023

bonddad.blogspot.com) Heavy truck sales grew in November. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (carsongroup.com) Not everything is getting more expensive. businessinsider.com) Still no sign of a sustained pickup in weekly initial unemployment claims.

Digital Media

Abnormal Returns

APRIL 19, 2024

Markets TIPS are on sale. calculatedrisk.substack.com) Earlier on Abnormal Returns Podcast links: in search of financial security. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Time to buy. morningstar.com) Two reasons why yields are higher this year.

Startup

Abnormal Returns

DECEMBER 4, 2023

thereformedbroker.com) How financial advisers can publish their own book. kitces.com) Demand Despite better DIY tools, more investors are turning to advisers. riabiz.com) Demand for financial advice is only increasing. citywire.com) Why a sales mindset can be antithetical to a fiduciary practice.

Wealth Management

Abnormal Returns

JULY 9, 2023

awealthofcommonsense.com) Heavy truck sales are up some 15% year-over-year. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (econofact.org) Why relative unknowns run for President. themessenger.com) America's gun problem, visualized. tker.co) Nonresidential investment keeps growing.

Financial Advising

Abnormal Returns

SEPTEMBER 2, 2022

wsj.com) Heavy truck sales are still hanging in there. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (news.crunchbase.com) Not every CEO seeks the limelight like Elon. ft.com) Economy The August NFP report was 'solid.' abnormalreturns.com) What you missed in our Thursday linkfest.

Startup

Abnormal Returns

SEPTEMBER 26, 2023

calculatedriskblog.com) The bifurcation between new and existing home sales continues. abnormalreturns.com) Adviser links: building your bench. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere.

Asset Allocation