Wealth Management

DECEMBER 18, 2023

Carrie Nelson is the founder and CEO at Atlas Point.

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Wealth Management

DECEMBER 18, 2023

Brian Thorp is the founder and CEO at Wealthtender.

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Wealth Management

DECEMBER 18, 2023

Anne Rhodes is the chief legal officer at Wealth.com.

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Wealth Management

DECEMBER 18, 2023

Ritik Malhotra is the co-founder and CEO at Savvy Wealth.

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Wealth Management

DECEMBER 18, 2023

Devon Drew is the CEO at AssetLink.

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Wealth Management

NOVEMBER 1, 2022

Toussaint Bailey is the founder and CEO at Uplifting Capital.

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Wealth Management

NOVEMBER 1, 2022

Sindhu Joseph is founder and CEO at CogniCor.

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Wealth Management

NOVEMBER 1, 2022

Govinda Quish is CEO and co-founder at Fabric.

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The Irrelevant Investor

APRIL 8, 2024

Here I am in 2015 at Bar A on the Jersey Shore to watch Mike Francesa record a live radio show. And here I am, nearly ten years later, recording a podcast with him. If you don’t know who Mike Francesa is, he created sports talk radio as we know it today. I’m not exaggerating. ESPN did a 30 for 30 on Mike and the Mad Dog.

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Wealth Management

NOVEMBER 1, 2022

These are people in the financial advisory ecosystem who are doing interesting things, or working on interesting problems that advisors face, and we’re betting you have not yet heard of many of them.

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Wealth Management

NOVEMBER 1, 2022

These ten innovators and influencers are set to change the industry in 2023.

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Abnormal Returns

MAY 28, 2023

Top clicks this week Ten bad market takes including 'Recession is inevitable?' whitecoatinvestor.com) The 11 best finance movies to watch this weekend including 'Boiler Room.' ritholtz.com) Why so many Americans think their house is the best investment. bilello.blog) What do adult children owe their parents?

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Wealth Management

NOVEMBER 1, 2022

Marcel Tsai is senior director of advisor platforms at Apex Financial Solutions.

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Wealth Management

NOVEMBER 1, 2022

Stevyn Guinnip, a "Wellth advisor," is CEO and founder at Grow Wellthy.

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Wealth Management

NOVEMBER 1, 2022

Joy Lere is a licensed clinical psychologist and co-founder of Shaping Wealth.

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Wealth Management

NOVEMBER 1, 2022

Laxmi Ramanath is founder and CEO at La Meer Inc.

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Wealth Management

NOVEMBER 1, 2022

Lacey Shrum is founder and CEO at Smart Kx

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Wealth Management

NOVEMBER 1, 2022

Marwa Zakharia is CEO at AssetBook

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Abnormal Returns

JUNE 6, 2023

stratechery.com) Ten takeaways from WWDC 2023 including 'The Apple Watch keeps getting better.' newsletter.abnormalreturns.com) Mixed media Why everybody is watching TV with the subtitles on. (coindesk.com) Crypto-enthusiasts are pulling assets from Binance. om.co) What game developers think about Apple's new device.

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Calculated Risk

DECEMBER 29, 2023

Brief excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Here are a few times when watching existing home inventory helped my analysis. Inventory is always something to watch! Today, in the Real Estate Newsletter: Question #10 for 2024: Will inventory increase further in 2024?

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Validea

MARCH 5, 2024

The top ten companies in the S&P 500 currently represent 35% of the index. Watch on YouTube Subscribe on Apple Podcasts Subscribe on Spotify The post The S&P 500 Is Highly Concentrated | Should You Be Worried? Some market pundits have talked about that being a significant risk factor for the market going forward.

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Calculated Risk

DECEMBER 30, 2022

Brief excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Here are a few times when watching existing home inventory helped my analysis. Inventory is always something to watch! Today, in the Real Estate Newsletter: Question #10 for 2023: Will inventory increase further in 2023?

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Aleph

SEPTEMBER 12, 2023

From the last piece: “At March 31st, 2023, the S&P 500 was priced to return 2.41%/year over the next ten years. At June 30th, 2023, the S&P 500 was priced to return 1.65%/year over the next ten years. Watch your risks to keep your returns. The return on bonds has risen for now. That’s all for now.

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David Nelson

AUGUST 14, 2023

You start watching more of your favorite financial news shows, a couple of podcasts, and now you’re even more confused. Every market is different, but right now, a 4% ten-year yield seems to be the dividing line between growth and value performance. It was the second time this year, ten-year rates breached the 4% barrier.

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The Big Picture

JUNE 21, 2023

The Big Picture ) • An Earnest Exploration Of Hublot, The World’s Most Polarizing Watch Brand : Yes, some of their watches are insane. Microsoft and Apple seem to still be doing what made them giants; Netflix falls somewhere in the middle. ( Isn’t that the point?

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Validea

JULY 28, 2022

Listen/Watch on Spotify. Watch on YouTube. Ten Great Investors Tell Us appeared first on Validea's Guru Investor Blog. Here from Wes Gray, Meb Faber, Mike Green, Ben Hunt, Adam Butler and other successful investors and authors. Here are the top 10 lessons our guests would teach your average investor. Listen on Apple.

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Carson Wealth

SEPTEMBER 28, 2023

I just watch the government and report the facts.” Here are ten things to know about a potential government shutdown. For more on the latest on shutdowns, strikes, and student loans, be sure to watch our new Facts vs Feelings Take Five video with VP, Global Macro Strategist Sonu Varghese and myself.

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Abnormal Returns

FEBRUARY 11, 2023

si.com) People love pickleball, but will they watch it on TV? newsletter.abnormalreturns.com) Mixed media Many tourist destinations are under environmental stress: here are ten sites to skip. It depends on how you measure it. nytimes.com) What lessons, if any, can we take from the Wrexham AFC turnaround? primecuts.substack.com)

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The Big Picture

JULY 17, 2023

But I’m going to share with you the ten ways I know where you can get score big in the markets. Short Stocks/Markets : The flip side of bubble watching is identifying wildly overvalued companies or markets, and betting against them. Sure, the crowd is right most of the time, but when they are wrong, its spectacular.

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Zoe Financial

OCTOBER 9, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 9, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Rule of thumb for ten-year treasury yield – there is a relationship between nominal GDP growth and the ten-year treasury yield. The Stock Market: The S&P 500 was up 0.5%.

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Random Roger's Retirement Planning

FEBRUARY 17, 2024

I'm skeptical I guess because as I have watched the fund, I think I see a positive correlation to equities even if it is very low. Ten years is a good sample size. The ten year result seems good to me but up 4.47% last year would have been difficult to sit through. Box spread fund that might go up in a crash?

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Zoe Financial

DECEMBER 18, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 18, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Ten-year treasury bond yield is down by nearly 30 basis points. The Stock Market: The S&P 500 was up 2.5% for the week. Nasdaq was up 2.8% for the week. The catalyst?

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Mish Talk

DECEMBER 12, 2022

I watch these desperate cheerleaders every day on Twitter making increasingly preposterous claims. . $10 Million for Bitcoin is Bearish Allegedly, buying approximately $700 worth of Bitcoin now will be worth $10 million later, at least. But unlike Cathie Wood, no time frame is given. It is beyond ridiculous to make such absurd claims.

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Zoe Financial

OCTOBER 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 23, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! The ten-year treasury yield moved up higher, closer to 5% this year. The Stock Market: The S&P 500 was down 0.2%. Nasdaq was down 3%. Barclays Aggregate Index was down 2%.

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Zoe Financial

OCTOBER 16, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 16, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The ten-year has been down 25% since July 31, 2020. The Stock Market: The S&P 500 was up 0.4%. Nasdaq was down 0.2%. The Bond Market Treasury yields have gone up significantly.

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Diamond Consultants

JULY 25, 2023

I’m watching trusted and respected colleagues leave. If I imagined a blank slate, what does my version of perfection look like five and ten years from now? Nine questions to gauge whether it’s time to start exploring options. “I I am mostly happy. Business is good. I’m growing. I have a solid team. And I worry about the future.

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FMG

MAY 10, 2023

Twenty Over Ten Much like HubSpot, Twenty Over Ten also takes a simplistic approach to its bio, making sure it’s short and sweet. Here are some of the unique and wonderful benefits Instagram can bring to your advisory: Reach more people; with over 1.3 Not only that, but they share success stories, their culture, and much more.

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