Abnormal Returns

AUGUST 11, 2024

Top clicks this week Good luck trying to figure out the stock market these days. (sherwood.news) The stock market is not economy, and vice versa. (awealthofcommonsense.com) On the differences between individual bonds and bond funds. (humbledollar.com) What to do the next time the stock market tanks. (tonyisola.com) You may be surprised by what Olympians eat.

Economy 306

Economy Planning Marketing Marketing 306

The Big Picture

AUGUST 11, 2024

Our story so far : Stuck at home over the pandemic, it was a perfect time to revisit a pastime of my youth – buying cheap beater cars, and turning them into something fun and worthwhile. Only this time, I have a lifetime of experience with what does and doesn’t work well, along with a somewhat more generous budget. All of this got restarted about a decade ago; I was personalizing a 2013 flood salvage-title Rubicon ; it reminded me how much fun it was to do these little projects.

Engineering 284

Engineering Budgeting Distribution Insurance 284

A Wealth of Common Sense

AUGUST 11, 2024

Diversified investors experienced one of the worst bear markets ever in 2022. The stock market downturn wasn’t great but not out of the ordinary as far as bear markets go. It was relatively calm in comparison to history’s worst crashes. The average bear market since 1928 is a loss of more than 36%, so the 25% peak-to-trough drawdown in 2022 wasn’t the end of the world.

Marketing 102

Marketing Marketing 102

Million Dollar Round Table (MDRT)

AUGUST 11, 2024

By Sandy Schussel If you want more business from existing clients and lots of introductions to new clients, get your best clients to tell stories about their “magical” experience working with you. You don’t have to bring them 25% returns or prevent an economic recession, but you do have to provide an experience that shows you care deeply about them and their situation.

Clients 89

Clients Economics Marketing Marketing 89

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.

Accounting

Wealth Management

AUGUST 11, 2024

Turn To Orion’s 2024 Election Microsite for Relevant, Unbiased and Actionable Content

Economy 119

Economy Marketing Marketing 119

oXYGen Financial

AUGUST 11, 2024

![CDATA[ The much-anticipated wealth transfer from Baby Boomers to younger generations is a significant financial event, but will Millennials and Gen Z inherit as much as they think? Let's dive into the details and uncover what's really at stake in this massive transfer of wealth. A New Era of Wealth Transfer Begins The transfer of wealth from Baby Boomers to their children has officially.

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Accounting for Good

AUGUST 11, 2024

For many not for profit organisations having an internal finance department is costly. Outsourcing this function to professionals makes economic sense.

Accounting 52

Accounting Economics 52

Advisor Perspectives

AUGUST 11, 2024

When I was in high school, I really wanted a car. My loving parents took every situation as an opportunity to teach. They told me that if I wanted a car, I would have to earn it.

Clients 52

Clients 52

Abnormal Returns

AUGUST 11, 2024

Markets Big up and down days in the stock market tend to cluster. (downtownjoshbrown.com) Lower interest rates are benefiting real estate stocks. (allstarcharts.com) Strategy There is no holy grail in investing. (albertbridgecapital.com) Bonds hedge against stock market declines, most of the time, but not every time. (awealthofcommonsense.com) Finance A look at the financial performance of the big seven tech stocks, YTD.

Financial Advising 285

Financial Advising Economy Media Taxes 285

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

AUGUST 11, 2024

Emerging-market currencies are set to clock their biggest weekly gains of 2024, led by a rise in Brazil’s real on expectations its central bank could raise interest rates later this year.

Marketing 52

Marketing Marketing Banking 52

The Big Picture

AUGUST 11, 2024

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • State pension funds eye crypto investments, cheered on by lobbyists : In five states, lawmakers have advanced legislation in support of the idea, as industry advocates tease the potential for sky-high profits. (I am too conservative, or does this seem incredibly reckless?

Nonprofit 144

Nonprofit Certification Management Investing 144

Advisor Perspectives

AUGUST 11, 2024

Investors can still extract yield while adding core bond exposure with the NEOS Enhanced Income Aggregate Bond ETF (BNDI).

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Advisor Perspectives

AUGUST 11, 2024

China’s two-speed economy and the internationalization of the renminbi suggest long-term opportunities may be found amid near-term challenges.

Economy 52

Economy 52

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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.

Accounting

Advisor Perspectives

AUGUST 11, 2024

It looks like investors have been adding shares of Amazon.com to their carts in recent weeks.

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