Abnormal Returns

SEPTEMBER 10, 2023

Markets How is corporate America maintaining high profit margins? nber.org) Policy Why has Medicare spending, contrary to expectations, flattened out? wsj.com) How to solve the student loan crisis without forgiving debt. vox.com) Which companies are going get left behind. theinformation.com) Global U.S.

Startup 251

Startup Financial Advising Economy Taxes 251

Abnormal Returns

JULY 27, 2023

wsj.com) QQQ What do you get when you run a regression on the returns of the Invesco QQQ Trust ($QQQ)? wsj.com) How Amazon's ($AMZN) Alexa could bump up its AI efforts. scientificamerican.com) How builders are adjusting to higher temperatures. wsj.com) How poverty factors into heat deaths. nytimes.com) U.S. annual rate.

Financial Advising 223

Financial Advising Media Economy Banking 223

Abnormal Returns

JULY 26, 2023

morningstar.com) Ten personal finance podcasts to check out including 'All the Hacks.' ritholtz.com) Three things the 1% do with their money including 'not going into excessive debt.' thisisthetop.substack.com) Aging How older people get scammed. wggtb.substack.com) The pros and cons of getting a fancy new car.

Fiduciary Duty 211

Fiduciary Duty Retirement Financial Advisor Economy 211

Abnormal Returns

JUNE 1, 2023

on.spdji.com) How major asset classes performed in May 2023. rogersplanning.blogspot.com) How fear gets in the way of investing success. axios.com) Economy The bond market is done with the debt limit debacle. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? domain names.

Insurance Coverage 202

Insurance Coverage Financial Advising Insurance Media 202

The Big Picture

MAY 8, 2023

They are seeking out a catastrophic, weeks left-to-live diagnosis for what – at least so far – has been an ordinary amount of market tumult. They are seeking out a catastrophic, weeks left-to-live diagnosis for what – at least so far – has been an ordinary amount of market tumult. Is it fair to call today’s investors hypochondriacs?

Banking 309

Banking Media Marketing Marketing 309

The Big Picture

OCTOBER 23, 2023

Bloomberg ) • A Few Laws of Getting Rich : There are a million ways to get rich, most of which involve exploiting specific niches and one-off opportunities, to say nothing of luck. Washington Post ) • The Annoyance Economy : Data alone don’t capture how frustrating and stressful it is to be a consumer right now. (

Retirement Planning 257

Retirement Planning Budgeting Investing Investments 257

Abnormal Returns

AUGUST 23, 2023

humbledollar.com) Divorce Getting divorced today has some unique challenges like 3% mortgages. papers.ssrn.com) How 529 plan accounts are treated in a divorce. wealthfoundme.com) More families are at risk from estate taxes looking out into 2025 and beyond. thejointaccount.beehiiv.com) How to open a Roth IRA for your kids.

Estate Planning 241

Estate Planning Retirement Communication Taxes 241

Abnormal Returns

AUGUST 10, 2022

Aging Five lessons from getting older including 'Change gets old.' thomaskopelman.com) Things to do in your 30's including 'Get out of debt.' thomaskopelman.com) How to invest in your 50's when earnings are at or near their peak. whitecoatinvestor.com) How to use in-kind distributions for RMDs.

Distribution 242

Distribution Financial Planning Retirement Investing 242

Abnormal Returns

SEPTEMBER 28, 2022

theblock.co) Fund management How the big private equity firms are going after individual investors. Liquidity Factor ETF (VFLQ) is getting liquidated. efinancialcareers.com) Global Only one country, Japan, still has any debt with negative yields. Then check out our weekly e-mail newsletter. It depends. bloomberg.com).

Financial Advising 234

Financial Advising Media Management Economy 234

Abnormal Returns

AUGUST 4, 2022

thereader.mitpress.mit.edu) An excerpt from "The Grieving Brain: The Surprising Science of How We Learn from Love and Loss by Mary-Frances O’Connor. theinformation.com) Social media has lost out to 'recommendation media.' (theinformation.com) Social media has lost out to 'recommendation media.' esquire.com).

Media 230

Media Retirement Planning 230

The Big Picture

JUNE 5, 2023

My leaving-on-vacation , morning plane reads (see you in 10 days!): • There’s No Easy Exit for Companies Backed by PE and VC : Verdad Advisers’ Dan Rasmussen argues that rising debt costs, compressed margins, and negative cash flow make for a “pretty scary” picture of the health of private companies. He leads the league in flesh wounds, too.

Management 259

Management Economics Numbers Clients 259

Abnormal Returns

DECEMBER 3, 2022

nytimes.com) What it's like to get hit by an SUV. nytimes.com) What it's like to get hit by an SUV. politico.com) Tips on how to save energy on clothes washing. washingtonpost.com) Animals How birds and small mammals affect how forests grow. hakaimagazine.com) How shrews shrink (and regrow) their brains.

Food 233

Food Financial Advising Media Sales 233

Clever Girl Finance

MARCH 8, 2024

One of the common ways to manage multiple credit cards and pay off debt quickly is by doing a credit card balance transfer. Are you wondering, “How do balance transfers on credit cards work?” ” Find out more here! Table of contents How do balance transfers on credit cards work with credit card companies?

Planning 73

Planning Advertising Management 73

The Big Picture

JULY 22, 2022

The more fields it shows up in, the more likely it is to be a fundamental and recurring driver of how the world works. Here’s How Allocators and Managers Are Handling It. The fund size you thought you’d get at the end of 2021 is not the one that you’ll get now.” ( Institutional Investor ). Wall Street Journal ).

Engineering 266

Engineering Management Economy Economics 266

Nerd's Eye View

NOVEMBER 28, 2023

Welcome back to the 361st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Tiboris. Peter is a Partner of Park Avenue Capital, an advisory firm affiliated with Northwestern Mutual based in New York City, that oversees $2.4 billion in assets under management for 1,377 client households.

Startup 190

Startup Financial Advisor Clients Management 190

The Big Picture

JUNE 29, 2023

For how long? If your fundamental belief system is wrong, if you rely on “facts” that turn out to be false, you typically find out sooner rather than later. One of the most important aspects of becoming a good investor is creating a model of the world around you. This is not easy. Indeed, it is often counterintuitive.

Investing 309

Investing Investments Manufacturing Accounting 309

The Big Picture

FEBRUARY 14, 2024

(February 14, 2024) What does history tell us about how war impacts the stock market? Why the Dow Jones Will Hit 38,820 and How You Can Profit From It.” But not only did he turn out to be right, by 2000, the move was 1000%. Explain your dad’s thinking about how war plus inflation equals a stock bull market.

Marketing 303

Marketing Marketing Government Numbers 303

The Big Picture

FEBRUARY 25, 2023

In a new introduction written for Institutional Investor to accompany an excerpt from his book, Ellis lays out how Vanguard Founder Jack Bogle unwittingly pushed Bob Doran, head of Wellington, into challenging conventional wisdom and remaking the firm. The weekend is here! This is actually required by the US Constitution.

Assets 258

Assets Media Management Investing 258

Nerd's Eye View

FEBRUARY 20, 2024

Welcome back to the 373rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ben Hockema. Ben is the Founder of Illuminate Wealth Management, an RIA based in Barrington, Illinois that oversees $100M in assets under management for 55 client households.

Startup 130

Startup Financial Advisor Clients Wealth Management 130

Clever Girl Finance

MARCH 29, 2024

A biweekly budget is perfect for those who get paid every other week. You can structure your budget around your paychecks so you don’t miss anything with your money, and you can find out how here! How does a biweekly budget work? A biweekly budget is a budget that considers a person getting paid every 14 days.

Budgeting 82

Budgeting Planning Accounting Management 82

Abnormal Returns

JULY 26, 2023

Strategy Eight ways compounding can get interrupted. blog.validea.com) How to properly use a DCF model. wsj.com) How Goldman Sachs' ($GS) relationship with Apple ($AAPL) soured. theinformation.com) How Bath & Body Works ($BBWI) built a manufacturing hub to speed production. Then check out our weekly e-mail newsletter.

Financial Advising 130

Financial Advising Engineering Manufacturing Media 130

Abnormal Returns

SEPTEMBER 1, 2022

(ft.com) People who get out of the market have a hard time getting back in. theinformation.com) How a Twitter ($TWTR) edit button can be abused. washingtonpost.com) Musicians and songwriters are getting a pay hike from streamers like Spotify ($SPOT). Then check out our weekly e-mail newsletter.

Assets 130

Assets Financial Advising Media Economy 130

The Big Picture

SEPTEMBER 4, 2023

My 3-day weekend reads: • How Friday Became the New Saturday : A summer perk became a year-round staple. New York Times ) see also How to Play the Property Meltdown in Five Charts : Savvy buyers made a fortune after the 2008 crash, picking up real estate at distressed prices. But free education does have a price.

Strategic Planning 266

Strategic Planning Education Sales Food 266

The Big Picture

MARCH 28, 2023

Bloomberg ) see also Charles Schwab Says It Could Ride Out a Deposit Flight : Brokerage is sitting on sizable long-term debt that has lost value as the Fed has raised rates ( Wall Street Journal ) • Bitcoin Versus Bank : Something happened in crypto this week that has never happened before. MSNBC ). • MSNBC ). •

Banking 275

Banking Retirement Economy Economics 275

The Big Picture

OCTOBER 12, 2023

Three years into a mass workplace experiment, we are beginning to understand more about how work from home is reshaping workers’ lives and the economy. ( That points to the question: Why do economists get these things so consistently wrong? That points to the question: Why do economists get these things so consistently wrong?

Ethics 130

Ethics Economy Financial Services Management 130

Clever Girl Finance

JANUARY 22, 2024

Even when you’ve got a lot of things right, you might reach a point when getting your financial situation under control seems impossible. If you’re really struggling financially and aren’t sure which problem to tackle or how, budget counseling can help. Budget counseling can teach you how to budget and budgeting methods.

Budgeting 65

Budgeting Financial Counseling Debt Management Financial Advisor 65

The Big Picture

DECEMBER 17, 2022

Pour yourself a mug of Volcanica coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • Why the Age of American Progress Ended : Invention alone can’t change the world; what matters is what happens next. ( The Butterfly Effect : How do scientists keep going when extinction feels inevitable? The Atlantic ).

Management 256

Management Economics Accounting Marketing 256

Clever Girl Finance

MARCH 19, 2024

Learning how to make a money vision board can be incredibly helpful for financial management. When it comes to goals, the adage rings true: “Out of sight, out of mind.” Using a vision board to achieve your money goals Expert tip: Keep a positive money mindset How do you format a vision board?

Retirement 79

Retirement Budgeting Accounting Planning 79

Abnormal Returns

MAY 12, 2023

Markets Why aren't the markets more worked up about a potential government debt default? (fa-mag.com) fa-mag.com) How AI hype has affected the stock market, YTD. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. nypost.com)

Financial Advising 164

Financial Advising Banking Food Retail 164

The Big Picture

DECEMBER 5, 2023

You get a Stanford MBA. But if I had a plan as to how to do that when I went to college, it was learn as much as I could, as fast as I could and get a ba and then become an accountant and a lawyer. ’cause then I figure I could always be employed either managing the numbers or doing law and get those two degrees. .

Investing 173

Investing Investments Management Numbers 173

Random Roger's Retirement Planning

APRIL 22, 2024

Jason Zweig wrote an article titled How Not to Invest in the Bond Market. There is nothing that says TLT must get back to the $171 dollars it traded at in 2020. I'm not sure how long Jason has felt this way or if maybe he is new to the resistance but there were a couple of points in the article I want touch on.

Marketing 75

Marketing Marketing Financial Advising Math 75

Clever Girl Finance

MARCH 9, 2024

11 Common factors Expert tip: Don’t panic if your credit score changes slightly Why did my credit score go down when nothing changed and how can I tell? 4 Ways to increase your credit score after a drop How long does a credit score drop last? Why is my credit score so low when I have no debt? Why did my credit score drop?

Accounting 75

Accounting Management Budgeting Taxes 75

Clever Girl Finance

DECEMBER 7, 2022

However, you don’t have to be a celebrity or trust fund baby to get rich. In fact, we'll discuss how to get rich from nothing. Once you figure out your current net worth , you can figure out what you need to do to become wealthy. Let's get into them! Get your money mindset right.

Budgeting 102

Budgeting Financial Planning Accounting Investing 102

Clever Girl Finance

APRIL 11, 2024

It’s exciting to think about the possibilities of what can happen when we accomplish new goals, but unfortunately, lots of us give up or don’t even get started. Table of contents How to achieve your goals: 5 Key ways Expert tip: Don’t get discouraged Examples of ways to achieve your goals What is stopping you from achieving your goals?

Retirement 79

Retirement Planning Accounting Budgeting 79

Clever Girl Finance

FEBRUARY 2, 2023

It comes down to how much cash you have in your bank account. It can also mean that you have a lot of debt. It doesn’t matter how much money you have if your expenses are higher than your income. Being in debt is definitely not something to aspire to! What does it mean to be rich? What does it mean to be wealthy?

Assets 124

Assets Investing Investments Accounting 124

Clever Girl Finance

MAY 23, 2023

College student credit card debt is a pretty big problem today, with statistics to prove it. While there are valid reasons to get a credit card while you’re in college (to build a good credit history, for example), it can also be very tempting to treat your card like “free money", but it isn't. However, some have more.

Budgeting 65

Budgeting Planning Management Numbers 65

Clever Girl Finance

MARCH 29, 2024

So how do you avoid that? Keep reading to learn more about how capitalized interest works and how borrowers can avoid it or pay it off on their student loans. How capitalized interest works on student loans Expert tip: Don’t skip over reading your loan agreement How do you end up with a capitalized interest student loan?

Education 75

Education Accounting Planning Assets 75