Abnormal Returns

JULY 28, 2024

Top clicks this week What is the best performing stock of all-time? (mebfaber.com) Three investment myths, debunked. (morningstar.com) Lessons learned from the best performing stocks of all-time. (awealthofcommonsense.com) For investors, inflation is THE enemy. (disciplinefunds.com) Ian Cassel, "Most big winners were ugly ducklings that transformed themselves into beautiful swans.

Assets 317

Assets Investing Investments Marketing 317

A Wealth of Common Sense

JULY 28, 2024

When you’re young, you spend a lot of time daydreaming about the type of person you’d like to become. I want to become a CEO, a politician, a business owner, an astronaut, an actor, an uber-rich person, etc. One reason the dreaded mid-life crisis exists is that expectations are often too high when you’re young. Reality punches you in the face in middle age.1 My antidote to a mid-life crisis involves some.

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Abnormal Returns

JULY 28, 2024

Markets A lot of stock market indices are sitting at all-time highs. (allstarcharts.com) It's not just the U.S. that is seeing fewer publicly traded companies. (apolloacademy.com) Finance How cold-storage operator Lineage ($LINE) became the biggest IPO of 2024 so far. (wsj.com) Revolut now has a UK banking license. (ft.com) Fund management Does your alternatives fund charge fees on gross or net assets?

License 290

License Financial Advising Economy Economics 290

Trade Brains

JULY 28, 2024

Neutral Doji Candlestick Pattern: Candlestick patterns are an essential part of technical analysis used by traders to interpret market sentiment and predict potential price movements in securities. In this article, we’ll explore the neutral doji candlestick pattern, its meaning, types, and how to incorporate it into your trading strategy. Neutral Doji Candlestick Pattern – Definition The Neutral Doji is a candlestick pattern that indicates indecision in the market.

Banking 98

Banking Marketing Marketing Portfolio 98

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

Million Dollar Round Table (MDRT)

JULY 28, 2024

By Matt Pais, MDRT Senior Content Specialist When you do a lot at once, you’re not actually multi-tasking. You’re just doing one thing at a time very, very quickly. At least, that’s according to Dan Thurmon, an author and speaker on achieving optimal performance. In his 2013 Annual Meeting presentation “Off-balance on purpose,” Thurmon cites a study in Scientific American magazine which posits people who consider themselves multitaskers actually are just switching back and forth from one thing t

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Management 87

Advisor Perspectives

JULY 28, 2024

The small cap rally has primarily been a de-risking event. It's unclear at this point whether it’s just a blip or the beginning of a new trend in market leadership.

Marketing 59

Marketing Marketing 59

Accounting for Good

JULY 28, 2024

Discover how robust accounting systems and outsourced financial support services ensure Parkinson’s NSW continues to deliver on its mission.

Accounting 52

Accounting 52

Random Roger's Retirement Planning

JULY 28, 2024

Cambria filed for the Endowment Style ETF (ENDW) which of course will be fun to look at and blog about. Cambria does a lot of interesting research and are committed to differentiated strategies in their product suite and ENDW would fit right into that description if it actually gets listed. It will be a fund of funds and it will leverage up. It's going to be actively managed but will target 60% in equities (30% in domestic and 30% in foreign), 30% in fixed income, 20% in real assets including RE

Portfolio 52

Portfolio Assets Taxes Management 52

oXYGen Financial

JULY 28, 2024

![CDATA[ Rising Costs of Raising a Child Is inflation making American families have fewer children? According to USDA data and BLS inflation statistics, raising a child in 2023 could cost an average of $331,933 from birth until the age of 18. This figure excludes college education costs if parents choose to contribute. In 2015, this number was $233,610, showing a significant increase in.

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Education Numbers 40

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

Advisor Perspectives

JULY 28, 2024

In June, Capital Group added seven new actively managed products. Its executives were in New York last week to ring the NYSE closing bell.

Management 40

Management 40

The Big Picture

JULY 28, 2024

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • We bought everything needed to make $3 million worth of fentanyl. All it took was $3,600 and a web browser. At the tap of a buyer’s smartphone, Chinese chemical sellers will air-ship fentanyl ingredients door-to-door to North America. Reuters purchased enough to make 3 million pills.

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Nonprofit Insurance Retail Government 147

Advisor Perspectives

JULY 28, 2024

The equities market could see small-caps outrunning their large-cap peers as more investors are shifting to small-cap stocks.

Marketing 40

Marketing Marketing 40