Nerd's Eye View

JANUARY 3, 2024

economy) contracted for the 12th consecutive month, the services sector (constituting about 78% of GDP) expanded for the 11th consecutive month, serving as a primary driver behind continued wage inflation as well as tightness in the labor market. The labor market, while still remarkably resilient, has also started to show signs of stress.

Economics 246

Economics Marketing Marketing Economy 246

The Big Picture

OCTOBER 30, 2024

And find the entire musical playlist of At the Money on Spotify Shareholder Yield Dividend investing has a long and storied history, a substantial percentage of market returns are due to the impact of reinvested dividends compounding over time. So it, it really captures a number of, of factors and characteristics.

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Investments Investing Valuation Numbers 147

Nerd's Eye View

MARCH 14, 2025

Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.

Financial Planner 154

Financial Planner Compliance Commission Retirement 154

The Big Picture

APRIL 17, 2025

If only there were some ways to prevent investors from interfering with the markets greatest strength the incomparable and guaranteed ability to create wealth by compounding over time. Drawdowns, corrections, and crashes are not the problem your behavior in response to market turmoil is what causes long-term financial harm.

Investing 267

Investing Investments Accounting Startup 267

A Wealth of Common Sense

FEBRUARY 13, 2024

There are now six stocks in the S&P 500 with trillion-dollar valuations: Microsoft ($3.1 trillion) The numbers are getting so big it’s almost hard to comprehend. Bank of America noted in a research piece last week that Nvidia by itself is now worth more than the entire Chinese stock market. trillion) Apple ($2.9

Marketing 135

Marketing Marketing Valuation Banking 135

Abnormal Returns

JULY 19, 2022

Markets A 3% 30-year Treasury bond is no great deal. morningstar.com) Eight reasons why a 1929-style stock market crash is less likely today. dariusforoux.com) Strategy The good thing about bear markets is that they eventually end. awealthofcommonsense.com) Why you should ignore the steady stream of market 'sorcerers.'

Financial Advising 245

Financial Advising Valuation Media Economy 245

The Big Picture

FEBRUARY 7, 2024

He co-hosts the Behind the Markets podcast with Wharton finance Professor Jeremy Siegel and has helped update and revise Siegel’s Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies. Dividends come from earnings, and so those are sort of anchors to valuation.

Investing 296

Investing Investments Valuation Portfolio 296

Steve Sanduski

JUNE 3, 2025

In a nutshell: RIA valuations are high. But the number one driver of these trends isn’t aging founders and succession planning. The stock market is a great part of this model and why private equity is flowing into this space so aggressively is over time you have a 6% wind at the back of all these firms.

Valuation 52

Valuation Consulting Compliance Financial Advisor 52

Nerd's Eye View

OCTOBER 4, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey from Charles Schwab indicates that advisors see technology as the biggest driver of change in the RIA industry, with the growing number of AdvisorTech solutions as the most frequently cited tech-related driver (..)

Financial Planner 246

Financial Planner Retirement Planning Clients Retirement 246

Abnormal Returns

DECEMBER 28, 2022

Lists 9 surprising things that happened in 2022 including 'The Federal Reserve opening pushed for the stock market to fall.' tomtunguz.com) Instacart continues to slash its valuation. wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices.

Financial Advising 243

Financial Advising Valuation Media Economy 243

Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Nerd's Eye View

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. From there, we have several articles on advisor marketing: Five tactics advisors can use to make the most of the online referrals they receive.

Financial Planner 246

Financial Planner Financial Planning Retirement Planning Budgeting 246

Abnormal Returns

MARCH 20, 2024

(amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. spyglass.org) This is Apple's ($AAPL) brand promise.

Financial Advising 253

Financial Advising Startup Valuation Economy 253

Nerd's Eye View

NOVEMBER 4, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. Enjoy the ‘light’ reading! Read More.

Financial Planner 240

Financial Planner Financial Advisor Retirement Planning Medical 240

Nerd's Eye View

NOVEMBER 6, 2023

This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)

Compliance 246

Compliance Valuation Financial Advisor Clients 246

Nerd's Eye View

JULY 7, 2023

Also in industry news this week: A recent survey indicates that a strong majority of financial advisory clients have maintained their trust in their advisors despite the investment market setbacks experienced last year A report from the SEC shows that a majority RIAs have mandatory arbitration clauses in their client agreements, a practice that has (..)

Financial Planner 246

Financial Planner Tax Planning Clients Valuation 246

Nerd's Eye View

OCTOBER 28, 2022

From there, we have several articles on practice management: A new report shows that RIA profitability and AUM soared in 2021, buoyed by a strong stock market and new client growth. The key considerations for advisors considering terminating a forgivable note early.

Financial Planner 246

Financial Planner Clients Valuation Numbers 246

The Big Picture

MAY 5, 2023

My end-of-week morning NFP train WFH reads: • Warren Buffett’s Formula for Success: One Good Decision Every Five Years : Berkshire Hathaway has obliterated the market in his 58 years at the company. Finally, it would be dangerous to extrapolate the post-1990 outperformance of US equities, as it mainly reflects rising relative valuations.

Startup 359

Startup Wealth Management Assets Management 359

The Big Picture

MARCH 6, 2023

The initial public offering market is closed. Venture-capital investments are plunging, along with valuations of prepublic companies. When JPMorgan Chase analysts last year described Chinese internet companies as “uninvestable,” their report helped erase about $200 billion from US and Asian markets.

Retirement Planning 282

Retirement Planning Transportation Valuation Consulting 282

Truemind Capital

JANUARY 10, 2025

In the recent market correction, I observed many finfluencers and mutual fund distributors cajoling their over-concerned audience & customers by giving them reasons regarding why the markets will bounce back soon and why they should think of the long term and not worry too much. Of course, nobody can tell when & how.

Marketing 52

Marketing Marketing Asset Allocation Portfolio 52

Nerd's Eye View

MAY 12, 2023

The study also highlighted the importance of advisors taking the time to build trust with clients and to understand a client’s goals and needs, as this can not only differentiate an advisor from those providing purely transactional investment advice, but also could promote client retention, even in years of poor market performance.

Financial Planner 246

Financial Planner Clients Tax Planning Food 246

The Big Picture

AUGUST 1, 2023

After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to have one of their all-too-regular spasms. The wisdom of the crowd is why the efficient markets work most of the time, but it really helps to be aware when the crowd turns into an unthinking mob of hooligans.

Economics 246

Economics Valuation Marketing Marketing 246

Cornerstone Financial Advisory

NOVEMBER 11, 2024

Weekly Market Insights | November 11th, 2024 Stocks Surge Post-Election; Fed Cuts Quarter Point Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. The House of Representatives remains undecided.)

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Weekly Market Insights | November 25th, 2024 Pre-Holiday Optimism Lifts Markets Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The MSCI EAFE Index, which tracks developed overseas stock markets, was flat (-0.05 New Home Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Market fundamentals show earnings growth has been the main driver of stock growth amid strong revenue growth and stable margins. gain, but not a bad number by any means. economy, and the job market is leading the way.

Marketing 96

Marketing Marketing Valuation Economy 96

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. The MSCI EAFE Index, which tracks developed overseas stock markets, slid 2.30 The Standard & Poor’s 500 Index fell 0.96

Marketing 52

Marketing Marketing Taxes Economics 52

Mr. Money Mustache

FEBRUARY 25, 2025

As one reader recently asked me in an email: The market seems to be in a huge bubble right now due to all sorts of hype around Artificial Intelligence. To answer this question, lets take a closer look at our current somewhat unprecedented financial world and stock market. Now back to the stock market.

Marketing 66

Marketing Marketing Sales Portfolio 66

Cornerstone Financial Advisory

DECEMBER 2, 2024

Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. The Standard & Poor’s 500 Index gained 1.06 Answer: NOON.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

MAY 20, 2025

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. And my personal track record and investing was about twice the market for those periods. We don’t give exact numbers.

Management 130

Management Numbers Transportation Accounting 130

Carson Wealth

FEBRUARY 26, 2024

Late February into mid-March historically can be troublesome, increasing the likelihood of the stock market taking a break after its record run. Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. We see that all over NVIDIA’s earnings numbers. annualized rate.

Marketing 96

Marketing Marketing Valuation Economy 96

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Weekly Market Insights | November 18th, 2024 Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The MSCI EAFE Index, which tracks developed overseas stock markets, dropped by 2.38 Housing Market Index.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. The MSCI EAFE Index, which tracks developed overseas stock markets, slid 0.96 The Standard & Poor’s 500 Index fell 1.36

Marketing 52

Marketing Marketing Taxes Economics 52

Validea

MARCH 20, 2025

This approach prioritizes capital preservation and seeks a “margin of safety” between a stock’s market price and its intrinsic value. Discover how Valideas models can help you identify high-quality, long-term investments, even in changing market conditions. Take a Free Trial Today! 3.6% -5.3% 7.9% -0.4% 10.4% -8.3%

Valuation 52

Valuation Debt Management Assets Investing 52

Dear Mr. Market

APRIL 2, 2025

Dear Mr. Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year.

Investing 78

Investing Investments Valuation Advertising 78

Abnormal Returns

FEBRUARY 16, 2023

Markets The FTSE 100 Index has risen above 8,000 points for the first time ever. howardlindzon.com) Private assets Why private equity needs much better valuations. apricitas.io) There are a near-record number of housing units currently under construction. bloomberg.com) Bitcoin is at its highest level since June 2022.

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Cornerstone Financial Advisory

DECEMBER 9, 2024

Weekly Market Insights | December 9th, 2024 Markets Mixed; Jobs Back on Track Stocks were mixed during the first trading week of December. The MSCI EAFE Index, which tracks developed overseas stock markets, gained 1.46 The return and principal value of investments will fluctuate as market conditions change.

Marketing 52

Marketing Marketing Taxes Economics 52

Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Falling interest rates make money cheaper and thus fuel equity market returns. However, unsatisfactory progress to the falling inflation trajectory in the latest numbers has dampened the hope of cutting the rates anytime soon.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98