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.
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.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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
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 $73.83 per barrel.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
Wealth Management
NOVEMBER 10, 2024
A detailed glossary of estate planning terminology.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Random Roger's Retirement Planning
NOVEMBER 10, 2024
Let's have some fun with portfolio theory thanks to a note from Howard Marks and a short paper from Man Institute , both of which came via Idea Farm. Page three from Marks really has the goods. "You can't simultaneously emphasize both preservation of capital and maximization of growth.it becomes clear the goal should be optimization not maximization.the goal should be to achieve the best relationship between return and risk.
oXYGen Financial
NOVEMBER 10, 2024
Advisor Perspectives
NOVEMBER 10, 2024
Oil fell after Chinese stimulus measures disappointed speculators, but not enough to jolt prices from the narrowest trading band since July.
Abnormal Returns
NOVEMBER 10, 2024
Strategy Why permabears are they way they are. (downtownjoshbrown.com) The stock market is standing by ready to vote on the administration's plans. (tker.co) The case for TIPS. (wsj.com) Finance Endowment funds are seeing the downside of a big stake in private equity. (on.ft.com) Vanguard's S&P 500 ETF is now in second place in AUM gaining on the SPDR S&P 500 ETF ($SPY).
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.
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.
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??
Expert insights. Personalized for you.
179 
Let's personalize your content