Abnormal Returns

DECEMBER 24, 2023

Top clicks this week Six charts that defined markets in 2023. (axios.com) If you're such a great trader why are you spending all your time and effort selling a trading course? (ofdollarsanddata.com) Ben Carlson, "I will never understand the permabear mindset – these people that prey on the fears of others for personal gain." (awealthofcommonsense.com) What do you get when you combine momentum and quality?

Marketing 307

Marketing Marketing 307

The Big Picture

DECEMBER 24, 2023

Billie Eilish may be only 22, but she sings like a chanteuse with decades of hard living behind her — a world-weary angel. Her version of this little tune gives it an entirely different read than the original Judy Garland take from Meet Me in St Louis. I imagine this version has some studio exec suggesting she do an album of Christmas songs; but not only is it way too early in her career) for that, it’s a bit lightweight and ephemeral for her wonderful voice and phrasing; instead, sh

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Abnormal Returns

DECEMBER 24, 2023

Forecasts Another year where ignoring market forecasts paid off. (mathinvestor.org) Everything forecasters got wrong in 2023. (mrzepczynski.blogspot.com) The case for 'realistic optimism' when it comes to the markets. (contessacapitaladvisors.com) Jeff Sommer, "Hope for the best, prepare for the worst and get on with life." (nytimes.com) Strategy The stock market was up big in 2023, but it wasn't easy.

Financial Advising 260

Financial Advising Media Taxes Economy 260

A Wealth of Common Sense

DECEMBER 24, 2023

I don’t read nearly as much as I used to. I guess it happens as the kids grow up and have more stuff going on. Podcasts help I suppose. But I did manage to finish some books this year. These were my favorites: Non-Fiction Thirteen: The Apollo Flight That Failed by Henry Cooper Landing a man on the moon has to be our greatest accomplishment as a species.

Management 126

Management 126

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

Trade Brains

DECEMBER 24, 2023

Best Penny Stocks Under Rs 5 : The Stock market is generally perceived as an easy place to make money. A typical assumption is that Investors flock to the market to pick up a stock at the price of a small chocolate and watch it grow multiple times its current price. With this assumption, we set out to explore some penny stock opportunities. In our research, we picked up stocks with decent financials and a market price of not more than Rs 5.

Manufacturing 96

Manufacturing Commission Sales Portfolio 96

Random Roger's Retirement Planning

DECEMBER 24, 2023

The Social Security Administration wants us to know how much we should be receiving when our time comes. We say that all the time here and they just changed things around, for the better IMO, to try to help us better understand the program. When you login on now, your information is provided via a PDF so you can have it on your computer without having to either screen shot the info, log in again or just remember.

Insurance 75

Insurance Medical Planning Taxes 75

Advisor Perspectives

DECEMBER 24, 2023

On the surface, it was your run-of-the-mill private credit deal. A bunch of heavy hitters in the industry — Oak Hill Advisors, Antares Capital and Golub Capital — were providing half-a-billion dollars to fund the buyout of an engineering firm.

Banking 59

Banking Engineering 59

Leading Advisor

DECEMBER 24, 2023

Why am I talking with you about deep breathing? The Values-based advisor will continue to prosper. The Unmet needs-based advisor will continue to struggle. Values-based… The post How might this deep breathing exercise alleviate your anxiety about compensation changes? appeared first on Leading Advisor - Simon Reilly.

Financial Advisor 40

Financial Advisor 40

Advisor Perspectives

DECEMBER 24, 2023

Bond markets expect more cuts than the Fed is signaling, and this expectation largely reflects a return to pre-COVID dynamics of low inflation, massive central bank support, and suppressed term premia.

Banking 52

Banking Marketing Marketing 52

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

oXYGen Financial

DECEMBER 24, 2023

![CDATA[ As the winter season blankets the nation in snow and chilly winds, an intriguing question arises: do Americans tend to spend more during the winter months? Beyond the holiday festivities, there are various factors that influence consumer spending patterns during this time of the year. The Cold Weather Effect The onset of winter brings about a myriad of changes in consumer.

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40

Advisor Perspectives

DECEMBER 24, 2023

Avi Schiffmann is an entrepreneur with a crazy idea that might become our new reality. Recently, he went on a podcast and then wondered afterwards about how he’d presented himself.

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The Big Picture

DECEMBER 24, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption, and policy failures: • Epic Fail: How a corporate duopoly ruined skiing. Mountains are losing their culture as the same two companies take over lodge after lodge after lodge. Gone are live bands, independent outfitters, free lift-side parking, and secret smoke shacks. Skiing has fast become just another soulless, pre-packaged, mass commercial experience. ( Slate ) • Burned Investors Ask ‘Where Were the Auditors?

Banking 130

Banking Accounting Portfolio Marketing 130

Advisor Perspectives

DECEMBER 24, 2023

CIO designate Sean Taylor discusses his investment outlook for the year ahead and how he sees 2024 unfolding for emerging markets, regionally, economically and thematically.

Economics 52

Economics Investing Investments Marketing 52

Advertisement

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.

Accounting

Advisor Perspectives

DECEMBER 24, 2023

While 2022 was a brutal year for bonds, fixed income enjoyed many tailwinds this year, from high interest rates to lowered inflation to a less volatile economy. This made 2023 the year for fixed income. And in particular, it was a good year for Vanguard.

Economy 40

Economy 40

Advisor Perspectives

DECEMBER 24, 2023

Broadly speaking, Chinese equities and the related exchange traded funds disappointed investors this year, but there’s a growing sense that 2024 could bring better things for this asset class.

Assets 40

Assets 40