Wealth Management

NOVEMBER 10, 2024

A detailed glossary of estate planning terminology.

Estate Planning 98

Estate Planning Planning 98

Million Dollar Round Table (MDRT)

NOVEMBER 10, 2024

By Carmen Wong, MDRT media relations specialist Your clients probably are familiar with badges of quality like the J.D. Power rankings for products and services or the Good Housekeeping Seal of Approval for household goods, but do they know that qualifying for MDRT is another standard for excellence? When they see your MDRT affiliation on your website, in your literature or on a plaque hanging in your office, would they know that you met significant production qualifications annually to be part

Clients 80

Clients Ethics Education Media 80

Random Roger's Retirement Planning

NOVEMBER 10, 2024

Let's have some fun with portfolio theory thanks to a note from Howard Marks and a short paper from Man Institute , both of which came via Idea Farm. Page three from Marks really has the goods. "You can't simultaneously emphasize both preservation of capital and maximization of growth.it becomes clear the goal should be optimization not maximization.the goal should be to achieve the best relationship between return and risk.

Portfolio 52

Portfolio Retail Investing Investments 52

Calculated Risk

NOVEMBER 10, 2024

Weekend: • Schedule for Week of November 10, 2024 Monday: • Veterans Day Holiday : Most banks will be closed in observance of Veterans Day. The stock market will be open. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 12 and DOW futures are up 45 (fair value). Oil prices were up over the last week with WTI futures at $70.28 per barrel and Brent at $73.83 per barrel.

Banking 59

Banking Marketing Marketing 59

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

Advisor Perspectives

NOVEMBER 10, 2024

Oil fell after Chinese stimulus measures disappointed speculators, but not enough to jolt prices from the narrowest trading band since July.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

NOVEMBER 10, 2024

Donald Trump’s return to the White House is already starting to tee up a deluge of bonuses in Wall Street’s corridors of power.

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Abnormal Returns

NOVEMBER 10, 2024

Top clicks this week Investors have a lot more cash substitutes than they used to. (advisorperspectives.com) Ben Carlson, "I don’t believe there is a perfect portfolio. It’s only known with the benefit of hindsight." (awealthofcommonsense.com) Hard work isn't enough. Alpha erodes. (thewaiterspad.com) Private equity is going retail whether you like it or not.

Retail 183

Retail Portfolio Management Marketing 183

A Wealth of Common Sense

NOVEMBER 10, 2024

Let’s take a look at the list of all-time highs we’re currently experiencing: The U.S. stock market has never been higher: The S&P 500 bottomed in March 2009 at 666. It’s now close to 6,000. The Dow has gone from roughly 6,500 to nearly 44,000. What an incredible run. Gold is also at all-time highs: It’s rare to see stocks and the yellow metal simultaneously taking off like this.

Marketing 144

Marketing Marketing 144

oXYGen Financial

NOVEMBER 10, 2024

![CDATA[ Choosing Between Red and Blue States: Where Should You Live Based on Politics and Policy? Election seasons often stir strong emotions, with some people vowing to relocate if their preferred candidate doesn't win. Statements like, "If Candidate X wins, I'm leaving the country!" capture just how intense these times can be. Yet, despite the political rhetoric, America remains a country where.

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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

Abnormal Returns

NOVEMBER 10, 2024

Strategy Why permabears are they way they are. (downtownjoshbrown.com) The stock market is standing by ready to vote on the administration's plans. (tker.co) The case for TIPS. (wsj.com) Finance Endowment funds are seeing the downside of a big stake in private equity. (on.ft.com) Vanguard's S&P 500 ETF is now in second place in AUM gaining on the SPDR S&P 500 ETF ($SPY).

Financial Advising 174

Financial Advising Economy Media Taxes 174

The Big Picture

NOVEMBER 10, 2024

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Where’s all the Money in Personal Transformation? Why are rich people sad and spiritual people poor? ( The Leading Edge ) • X Is a White-Supremacist Site : Elon Musk has made one of Twitter’s most glaring problems into a core feature on X. ( The Atlantic ) • Why on Earth does Trump want to cancel the CHIPS Act??

Economics 147

Economics Media Economy Numbers 147