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 147

Banking Marketing Marketing 147

Wealth Management

NOVEMBER 10, 2024

A detailed glossary of estate planning terminology.

Estate Planning 233

Estate Planning Planning 233

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 98

Clients Ethics Education Media 98

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

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

Accounting

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 182

Retail Portfolio Management Marketing 182

Calculated Risk

NOVEMBER 10, 2024

From Dodge Data Analytics: Dodge Momentum Index Retreats 5% in October The Dodge Momentum Index (DMI), issued by Dodge Construction Network, decreased 5.3% in October to 197.2 (2000=100) from the revised September reading of 208.2. Over the month, commercial planning fell 6.7% and institutional planning declined 2.0%. “In addition to data center planning normalizing, a moderate pullback in the number of planning projects for several other nonresidential sectors also contributed to the decline in

Healthcare 147

Healthcare Planning Education Economics 147

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 Investments Investing 52

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.

52

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.

52

52

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 173

Financial Advising Economy Media Taxes 173

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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

Accounting

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