Abnormal Returns
FEBRUARY 8, 2025
Autos Honda ($HMC) is planning to launch two new EVs. (thecooldown.com) A first-hand experience with Super Cruise on I-95. (wapo.st) ATC Air traffic control failures may now be a bigger risk than mechanical malfunctions. (theatlantic.com) Why it's so hard to hire and retain air traffic controllers. (barrons.com) Energy Amazon ($AMZN) keeps buying renewable energy.
Calculated Risk
FEBRUARY 8, 2025
The key reports this week are January CPI and Retail sales. For manufacturing, the January Industrial Production report will be released this week. Fed Chair Powell presents the Semiannual Monetary Policy Report to the Congress on Tuesday and Wednesday. -- Monday, February 10th -- No major economic releases scheduled. -- Tuesday, February 11th -- 6:00 AM: NFIB Small Business Optimism Index for January. 10:00 AM: Testimony, Fed Chair Jerome Powell, Semiannual Monetary Policy Report to Congress ,
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Accounting for Good
FEBRUARY 9, 2025
Many leaders of Not For Profits are not "numbers people." The real challenge often lies in the language.
Random Roger's Retirement Planning
FEBRUARY 8, 2025
Barron's had a very quick look at the recent popularity of private assets to try to figure out whether investors should wade into the space. One quote that caught my eye was that over the last ten years, private equity has returned 15.2% annualized versus 12% for the S&P 500. They didn't cite a source for that 15.2% number. If you look at the sectors that make up the S&P 500, there are a couple that very frequently will outperform the index over rolling ten year periods, there are a coup
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Indigo Marketing Agency
FEBRUARY 8, 2025
Top 7 SEO Strategies Every Financial Advisor Needs to Know to Rank Higher on Google Its true, theres more than one way to skin a cat. The cat were referring to in the case of financial advisors is leads, booked appointments , and new clients to grow your practice. There are multiple ways to drive highly targeted leads, but one way thats often overlooked and underestimated by many financial advisors is search engine optimization (SEO).
Validea
FEBRUARY 8, 2025
In this episode of Excess Returns, we sit down with Mike Taylor, portfolio manager of Simplify’s PINK healthcare ETF, for a fascinating discussion about how he mansges his personal portfolio. Drawing from his extensive experience at firms like Citadel and Millennium, Mike shares candid insights about what makes a successful investor and his portfolio construction process.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Random Roger's Retirement Planning
FEBRUARY 9, 2025
A quick post for halftime reading. Check out the following. While the performance wasn't optimal it was in the ballpark. The growth rate, combined with an adequate savings rate would be enough to get the job done, even if it isn't optimal (repeated for emphasis). To be clear though, the Mystery Fund is not intended to be a single portfolio solution.
Indigo Marketing Agency
FEBRUARY 8, 2025
Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. Thats why the marketing for financial planners is regulatedto prohibit the use of tactics that manipulate hardworking people into putting their life savings in the wrong hands.
The Big Picture
FEBRUARY 8, 2025
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: The LA Fires Burned Thousands of Homes. The Data Show Insurers Saw the Risks Coming. The industry seemed to have recognized the financial risks and pulled out before disaster struck. ( Barron’s ) Everyones Rattled by the Rise of DeepSeekExcept Nvidia, Which Enabled It : Nvidias stock swooned and regulators are restrict
A Wealth of Common Sense
FEBRUARY 9, 2025
Here are some random things I’ve been thinking, reading and watching lately: The Big Long wouldn’t sell nearly as many copies as The Big Short but its readers would make far more money. P.S. I’m writing a new book. Still workshopping the title. * This was some good father-son financial advice on Landman: You got two choices in life: Get really good at balancing a check book or make enough money th.
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Calculated Risk
FEBRUARY 9, 2025
From Dodge Data Analytics: Dodge Momentum Index Grows 6% in January The Dodge Momentum Index (DMI), issued by Dodge Construction Network, grew 5.6% in January to 225.7 (2000=100) from the revised December reading of 213.6. Over the month, commercial planning increased 4.2% while institutional planning improved 8.7%. Nonresidential planning activity saw diversified growth in January, with every vertical experiencing positive momentum, stated Sarah Martin, associate director of forecasting at Dodg
oXYGen Financial
FEBRUARY 9, 2025
Abnormal Returns
FEBRUARY 9, 2025
Top clicks this week The ability to not panic is a superpower. (awealthofcommonsense.com) A lot has changed since the Tulip Bubble. Human nature hasn't. (ritholtz.com) Six things to tilt the investing odds in your favor including 'Lower costs.' (novelinvestor.com) Should the prospects for AGI change how you invest or work? (ofdollarsanddata.com) Doing less is a constant battle for investors.
The Big Picture
FEBRUARY 9, 2025
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: That Giant Sucking Sound? Its Climate Change Devouring Your Homes Value. As the compounding impacts of climate-driven disasters take effect, we are seeing home insurance prices spike around the country, pushing up the costs of owning a home. In some cases, insurance companies are pulling out of towns altogether.
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
Abnormal Returns
FEBRUARY 9, 2025
Strategy Ben Carlson, "The pandemic turned us all into a bunch of degenerate gamblers." (awealthofcommonsense.com) How much active management do we need to have a relatively efficient stock market? (humbledollar.com) You have to stay in the game long enough to allow compounding to work. (buildingthingsthatlast.substack.com) Crypto A look at the few who made, and many that lost, money on $TRUMP.
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