Abnormal Returns
FEBRUARY 4, 2024
Top clicks this week Josh Brown, "Just please, no matter what you do, don’t say the G word. Never say it." (downtownjoshbrown.com) Should you invest in stocks when they are at all-time highs? (ofdollarsanddata.com) Why the vast majority of investors should avoid alternatives. (humbledollar.com) Are you doing these seven things that represent 'real financial planning'?
A Wealth of Common Sense
FEBRUARY 4, 2024
Coming out of the Great Financial Crisis there was this running narrative that the United States economy was the cleanest dirty shirt in the laundry hamper. Yes, our economic recovery was tepid but the rest of the world was a mess. The European Union was falling apart. Emerging markets were in disarray. China seemed like it wanted to put up a fight for our economic seat on the throne but never made a serious attempt to di.
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Calculated Risk
FEBRUARY 4, 2024
On Friday, the BEA released their estimate of vehicle sales for January. This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the January 2024 seasonally adjusted annual sales rate (SAAR). Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
Million Dollar Round Table (MDRT)
FEBRUARY 4, 2024
By Bryce Sanders Like every profession, people believe in misconceptions about financial advisors and insurance agents. Here are a few of them and how you can counteract them. How you do business. This likely involves financial planning, presenting a proposal addressing their issues, making investments, and meeting periodically to review performance and progress.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.
The Irrelevant Investor
FEBRUARY 4, 2024
Articles Nothing is as desired as much as the thing you want but can’t have. (By Morgan Housel) The Beatles were amazing. They were lucky, too. (By Bob Seawright)+ Shareholders owning Silicon Valley Bank stock at a premium to tangible book value had no idea the bank was sitting on 31 open supervisory findings when it failed, around triple the number observed at peer firms.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
FEBRUARY 4, 2024
Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us insight into their infrastructure strategy. On today’s show, we discuss: What types of businesses StepStone is investing in How liquidity works with infrastr.
Fortune Financial
FEBRUARY 4, 2024
Will you end up paying too much in ordinary income taxes for company stock in your 401(k) plan? As a seasoned employee with a diverse array of financial commitments, Net Unrealized Appreciation (NUA) within your 401(k) and Employee Stock Ownership Plan (ESOP) offers a pathway to significant tax savings and aligns perfectly with your multifaceted financial goals.
Trade Brains
FEBRUARY 4, 2024
Apeejay Surrendra Park Hotels IPO Review : The company is coming up with its IPO issue of Rs. 920 Cr which will open on 5 th February 2024. The issue will close on 7 th February and be listed on the exchange on 12 th February 2024. In this article, we will look at the Apeejay Surrendra Park Hotels IPO Review and analyze its strengths and weaknesses.
Advisor Perspectives
FEBRUARY 4, 2024
Modern economies, even small ones, are unfathomably complex. The number of variables is far more than any human can comprehend or any model can track. It’s really no wonder so many forecasts are wrong.
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.
oXYGen Financial
FEBRUARY 4, 2024
Advisor Perspectives
FEBRUARY 4, 2024
Layoffs are being mentioned on US earnings calls at the highest rate since the pandemic — and as Meta Platforms Inc. shows, such cost-cutting can pay off for investors.
Random Roger's Retirement Planning
FEBRUARY 4, 2024
Today's post will look at a couple of different retirement articles that I stumbled into this weekend. Maybe they will connect, maybe not. The Economist posted an opinion piece titled Why You Should Never Retire that I found via a Thread from Unusual Whales. The main takeaway from the author was that nothing will replace "the buzz of being part of the action" working full time.
Advisor Perspectives
FEBRUARY 4, 2024
Many investors limit their mandates to credits rated BBB or higher. But they could tap high-quality high yield—without adding to overall risk.
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
Abnormal Returns
FEBRUARY 4, 2024
Markets Some signs of internal weakness in the stock market. (allstarcharts.com) These 15 funds destroyed the most shareholder value over the past decade. (morningstar.com) Strategy Investing is too complicated to be boiled down to a single indicator. (theirrelevantinvestor.com) How to get more tax-efficient bond exposure. (wsj.com) Why investors love dividends.
Advisor Perspectives
FEBRUARY 4, 2024
The Federal Reserve sees progress on inflation, but wants more certainty before it’s prepared to lower the policy rate.
The Big Picture
FEBRUARY 4, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Three AI insights for hard-charging, future-oriented smartypantses : “Over and over, the claims of AI pitchmen turn out to be blatant lies. This has been the case since at least the age of the Mechanical Turk, the 18th chess-playing automaton that was actually just a chess player crammed into the base of an elaborate puppet that was exhibited as an autonomous, intelligent robot.
Advisor Perspectives
FEBRUARY 4, 2024
Big tech appears to be sloughing off its slow start to 2024 and tech dominance could continue if history once again proves to be correct. If that’s the case, bulls can continue riding the tech wave.
Speaker: Igli Laci, Strategic Finance Leader
In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a
Advisor Perspectives
FEBRUARY 4, 2024
Google parent Alphabet (GOOG), Microsoft (MSFT), and Tesla (TSLA) are among the magnificent seven members that have delivered fourth-quarter results. The cadre of high-growth mega-caps will be pivotal drivers of S&P 500 EPS for the final three months of last year and beyond.
Advisor Perspectives
FEBRUARY 4, 2024
Copper was one of only two metals that finished 2023 in the black, gold being the other metal.
Advisor Perspectives
FEBRUARY 4, 2024
The Monetary Policy Committee (MPC) vote in favor of keeping the Bank of England (BoE) policy rate at 5.25%.
Advisor Perspectives
FEBRUARY 4, 2024
If the US stock market goes down a little from here, it “could go down a lot.
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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.
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