Abnormal Returns

FEBRUARY 15, 2024

theatlantic.com) Health The anti-vaccine crowd has targeted the new RSV vaccines. politico.com) Should we be testing healthy people for biomarkers for Alzheimer's disease? bloomberg.com) Is there a path forward for the news media? bloomberg.com) Mike Milken and the history of private credit.

Education 252

Education Media 252

Abnormal Returns

DECEMBER 7, 2023

(bloomberg.com) Bonds Vanguard is launching new actively managed bond ETFs. axios.com) Economy Kyla Scanlon, "People are complex and economics doesn’t (can’t!) vanityfair.com) 'News Nation' is now just Fox News-lite. barrons.com) Electronic trading of corporate bonds is growing, albeit slowly. thedailybeast.com)

Digital Media 216

Digital Media Electronics Financial Advising Startup 216

The Big Picture

JUNE 29, 2023

What seems like an obvious market-moving data point or piece of news is very often already in the price. For sure bull markets have a tendency to run longer and further than most people expect; it’s true for individual companies, sectors, and the entire market. What sources do these people rely on? This is not easy.

Investing 309

Investing Investments Manufacturing Accounting 309

Abnormal Returns

DECEMBER 14, 2023

honest-broker.com) How Twitter broke the news business. theverge.com) Jeremiah Johnson, "People really don’t like having their worldviews popped, and that’s what is required if we’re going to break through social media doom loops." (insidehook.com) An excerpt from "The Greatest Capitalist Who Ever Lived: Tom Watson Jr.

Media 240

Media 240

Abnormal Returns

AUGUST 8, 2023

retirementresearcher.com) Weight loss In a study, Novo Nordisk’s ($NVO) Wegovy not only helped people lose weight but also reduced their risk of cardiovascular events. scmp.com) News media Why the media needs to be more credulous when covering Elon Musk. platformer.news) Puck News just raised a new round (~$10 million) of capital.

Financial Advising 208

Financial Advising Media Insurance Economy 208

Nerd's Eye View

FEBRUARY 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey sponsored by CFP Board demonstrates the upsides of a career in financial planning, from a median salary of nearly $200,000 to flexible work schedules and a strong sense of purpose among advisors.

Financial Planner 217

Financial Planner Fee Only CFP Commission 217

Nerd's Eye View

DECEMBER 29, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the S&P 500 index is on pace to return around 24% in 2023, defying expectations that investors had early this year for weak growth and high volatility – which underscores both the unpredictability of markets in (..)

Financial Planner 219

Financial Planner Insurance Retirement Retirement Planning 219

A Wealth of Common Sense

MAY 28, 2023

That’s the bad news. The good news is more people now own stocks in some capacity. Plenty of people got wiped out but it wasn’t as widespread as you would think. Just one and a half million people out of a population of 120 m. That hasn’t always been the case.

Marketing 119

Marketing Marketing 119

Nerd's Eye View

FEBRUARY 5, 2024

Welcome to the February 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 211

Estate Planning Financial Planning Planning Wealth Management 211

The Big Picture

APRIL 13, 2023

Some encouraging news about people saving for retirement: A study by Vanguard Group found that “Automatic enrollment and the rise of target-date funds” are having a substantial and positive impact on retirement savers, in particular, on Millennials and Generation Z investors.

Retirement 267

Retirement Planning 267

Nerd's Eye View

DECEMBER 1, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the U.S. Supreme Court heard arguments this week in the case of SEC v.

Financial Planner 195

Financial Planner Communication Estate Planning Wealth Management 195

The Big Picture

NOVEMBER 4, 2023

Bloomberg Green ) • Loud and uncowed: how UnHerd owner Paul Marshall became Britain’s newest media mogul : UnHerd has quickly become one of the biggest sites for political commentary in the UK, and now the hedge fund founder behind it – who also funds GB News and donates to the Tories – is trying to add the Telegraph to a fast-growing empire.

Medicine 288

Medicine Startup Engineering Manufacturing 288

The Big Picture

APRIL 21, 2024

Local residents fear the agreement has ‘opened Pandora’s box.’ ( The Guardian ) • Why don’t rich people eat anymore? New York Times ) • A brief, weird history of brainwashing : L. .” Extreme dieting is the latest way for the mega-rich to signal their wealth and status.

Accounting 150

Accounting Education Assets Management 150

The Big Picture

MAY 8, 2023

The Doc runs a full battery of tests, and delivers the bad news to the patient: “ Unfortunately, everything is okay… ” And that seems to be the same way many of today’s glass half-empty investors are digesting information about the markets.

Banking 309

Banking Media Marketing Marketing 309

The Big Picture

NOVEMBER 28, 2023

New York Times ) see also The “Art” of Market Timing : Market timing is extremely difficult, very few people (if any) do it consistently well. The good news stretches far beyond the rich. New York Times ) see also Wages are rising. That’s true for most families.

Economy 234

Economy Manufacturing Taxes Economics 234

The Big Picture

JULY 1, 2023

million people moved to the Southeast in just over two years. Tablet ) • Out of the Wild : Why we can’t rid nature of us ( New Atlantis ) • The Supreme Court decides not to destroy democracy in the United States : Six justices decided not to burn the right of the people to govern themselves to the ground. (

Recruitment 140

Recruitment Government Consulting Management 140

Abnormal Returns

FEBRUARY 13, 2023

wealthmanagement.com) Retirement Why most people underestimate their chances of living into old (90+) age. citywire.com) Social Security helps prevent people from being very old and very poor. citywire.com) The latest adviser tech news including a new round of capital for 'financial monitoring software' provider Elements.

Clients 203

Clients Retirement Financial Services Taxes 203

The Big Picture

APRIL 7, 2024

New York Times ) • Here’s Who Should Pay for Everyone’s Ozempic : The people responsible for getting us into this situation, of course. New York Times ) • Here’s Who Should Pay for Everyone’s Ozempic : The people responsible for getting us into this situation, of course. Slate ) • Warming Is Getting Worse.

Economics 150

Economics Media Government Banking 150

Abnormal Returns

JULY 3, 2023

beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. klementoninvesting.substack.com) The reasons why people un-retire. Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. matts-newsletter-7a3f46.beehiiv.com)

Estate Planning 181

Estate Planning Wealth Management Recruitment Startup 181

The Big Picture

JULY 29, 2023

She discusses how so many people who should have been clued in — government officials, corporate executives, and elected politicians — were completely blindsided by the pandemic. One of the first people to realize markets were underestimating the risks was Bill Ackmann of Pershing Square Capital.

Economy 130

Economy Government Financial Market Marketing 130

Nerd's Eye View

MAY 26, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that while banks have been able to attract a younger and more diverse set of financial advisors compared to the rest of the industry, thanks in part to their built-in referral stream, a relative lack of independence (..)

Financial Planner 224

Financial Planner Fiduciary Duty Retirement Financial Advisor 224

Abnormal Returns

APRIL 20, 2024

insidehook.com) Why people fear autonomous vehicles. hottakes.space) What Sherwood News is hoping to reach a new audience. pressgazette.co.uk) Post News is shutting down. Look at driver behavior. on.ft.com) Everything that is working against car ownership costs. axios.com) Did Ford’s ($F) Mustang Mach-E gamble pay off?

Food 166

Food Financial Advising Media Transportation 166

The Big Picture

FEBRUARY 21, 2024

What people tell you, to your face is different from what they’re saying behind your back. Um, we should expect the unexpected, We should be sure to think about what typically happens to other people and have plan Bs and plan Cs for when those sorts of things can happen. It doesn’t tell us. Its feedback is chancy.

Media 140

Media License Planning Economics 140

Wealthfront

APRIL 17, 2024

It can be tempting to adjust your investing strategy based on the news, including news about interest rates—and there’s been plenty of that lately, as many people speculate about if and when the Federal Reserve will cut the target range for the federal funds rate.

Investing 52

Investing Investments 52

Abnormal Returns

NOVEMBER 9, 2022

ft.com) Investing Rich people don't typically get rich on alternative investments. morningstar.com) Why news outlets don't like writing about index funds. (wsj.com) UBS' Chief Risk Officer is becoming a photographer. ofdollarsanddata.com) Ten tips for surviving a bear market including 'You’re not limited to one rebalance.'

Math 252

Math Investing Investments Planning 252

A Wealth of Common Sense

OCTOBER 1, 2023

Carlson’s law of finance is similar: The amount of energy needed to refute bad news is an order of magnitude bigger than the amount needed to produce it. It’s much easier to take bad news at face value than good news. People are skeptical of good news these days.

97

97

The Big Picture

SEPTEMBER 28, 2023

People are unaware of what they believe, they have no idea what is going to happen in the future. This is why asking people what they will do, think, or feel in the future, or how they might behave is a nearly impossible task. Even as inflation peaked in June of 2022 and fell from 9% to 3%, people remained angry.

Government 291

Government Medicine Economy Healthcare 291

Abnormal Returns

SEPTEMBER 7, 2022

morningstar.com) Strategy Studying successful people is fine, but beware 'hero worship.' theinformation.com) The new Apple ($AAPL) Watch Ultra is a beast. ft.com) Economy Some good economic news is currently bad news for the market (tker.co) The 2022 housing market is light years apart from 2008. nytimes.com).

Recruitment 130

Recruitment Financial Advising Media Economy 130

Abnormal Returns

JANUARY 9, 2023

riabiz.com) A look at the latest advisor tech news including the launch of Modern Life. kitces.com) Advisers Retaining new clients starts from the day they come on board. blog.xyplanningnetwork.com) The characteristics of people who work (and don't) with an adviser. papers.ssrn.com).

Clients 130

Clients Management Assets Investing 130

Abnormal Returns

APRIL 27, 2024

thecollegefinanciallady.com) More people are joining the skilled trades instead of going to college. newsletter.abnormalreturns.com) Mixed media Following the news will make your miserable. (garbageday.email) Money is ruining youth baseball. bloomberg.com) Elo ratings are everywhere. msn.com) College How to choose a college.

Transportation 149

Transportation Food Financial Advising Medical 149

The Big Picture

MAY 17, 2023

And yet, despite that, people with important jobs still give it weight. More specifically, as a group, people get things like inflation expectations precisely backward: Their expectations of inflation are at the very LOWEST right before a spike in inflation is about to occur. This explains in part why it is mostly useless.

318

318

The Big Picture

AUGUST 5, 2023

” ( New York Times ) • One man and his drone: ‘My hope is to shut down the coal industry’ How a citizen vigilante in West Virginia uses his drone to uncover polluters who would rather stay hidden. ( Plenty of people will tell you the East Neuk of Fife in Scotland is the best place in the world to eat fish and chips.

Economy 246

Economy 246

Abnormal Returns

MAY 4, 2023

morningstar.com) It's inevitable people will try to use ChatGPT to pick stocks. semafor.com) Media Americans say that the news media helps to divide society. apnews.com) Don't expect a 'fair and balanced' Fox News, post-Rupert Murdoch. (wsj.com) How direct lithium extraction could upend the lithium market.

Financial Advising 181

Financial Advising Media Startup Banking 181

XY Planning Network

AUGUST 18, 2023

Why are some people better at marketing than others? And how can you be one of those people who's a cut above the rest? The bad news is there's no magic recipe to become a master marketer.

Financial Advisor 84

Financial Advisor Marketing Marketing Fee Only 84

The Big Picture

SEPTEMBER 13, 2023

He was a Truth-teller, especially about how people allowed financial Media to affect their emotions, and was unusually frank about his fellow strategists and Wall Street salespeople. Beginning in 1974, and over the next 50 years of investing, Laszlo Birinyi closely watched the markets. You are the only judge of experts.

Media 212

Media Clients Investing Investments 212

Abnormal Returns

OCTOBER 27, 2023

variety.com) Vibes Michael Batnick, "News and social media are a drag on happiness. noahpinion.blog) Jack Raines, "So when you read that younger people are wealthier than ever, you need to recognize the cost of that wealth: two years of professional malaise." (variety.com) 'Suits' shows the Netflix ($NFLX) effect is alive and well.

Media 236

Media Financial Advising Economy Numbers 236

The Big Picture

OCTOBER 2, 2023

Perceived value (in the eye of the buyer) is one example, as Thaler’s thought experiment illustrates: in town, people might walk past the posh hotel until they find a more affordable beer, but on a hot summer’s day on the beach, they are prepared to dig deep into their pocket, because the perceived value of cold beer in that situation is high.

Economics 245

Economics Accounting Banking Media 245