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Weekend Reading For Financial Planners (September 23-24)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Investment Adviser Association has petitioned the SEC to ask the regulator to change how it defines a small adviser from one with less than $25 million under management to a firm with 100 or fewer employees. Read More.

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Weekend Reading For Financial Planners (May 11-12)

Nerd's Eye View

Nonetheless, for these potential benefits to come to pass, the rule will likely have to survive legal challenges, including a lawsuit filed led by an insurance industry lobbying group seeking to halt implementation of the rule (which is set to take effect in September), which argues that the rule violates the U.S.

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Wednesday links: unusual performance

Abnormal Returns

Then check out our weekly adviser-focused newsletter. newsletter.abnormalreturns.com) Mixed media The case against setting goals for the new year. (abnormalreturns.com) Research links: persistent investment factors. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ryanholiday.net)

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5 Ways to Achieve Your Goals With Examples To Motivate You

Clever Girl Finance

So many of us enjoy talking and dreaming about our goals, but achieving them is another issue. 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. What is the first step towards achieving a goal? Let’s get into it!

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Weekend Reading For Financial Planners (Oct 29-30)

Nerd's Eye View

We wrap up with three final articles, all about setting goals: Why it’s ok for advisors (and their clients) not to have major goals, and why building optionality could be the key to achieving goals when they eventually arise. Why one CEO pursues steady progress in his business rather than setting audacious goals.

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COVID Apr 14, 2023: Update on Cases, Hospitalizations and Deaths

Calculated Risk

On COVID (focus on hospitalizations and deaths). Data is now weekly. After the first few weeks, the pandemic low for weekly deaths had been the week of July 7, 2021, at 1,690 deaths. Weekly deaths decreased this week and set a new pandemic low of 1,327 deaths in the most recent week (see graph below).

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COVID Feb 24, 2023: Update on Cases, Hospitalizations and Deaths

Calculated Risk

On COVID (focus on hospitalizations and deaths). Data is now weekly. The winter surge was much smaller in 2023 than for the previous two years, and hopefully cases, hospitalizations and deaths will continue to decline - and set new pandemic lows in a few months. This graph shows the weekly (columns) number of deaths reported.

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