The Big Picture
SEPTEMBER 30, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Oppenheimer of Our Age : Sam Altman insists the AI he is creating could destroy us even as he hastens its advancement. Do we know enough about him? ( New York Magazine ) • It’s not just you. LinkedIn has gotten really weird.
The Reformed Broker
SEPTEMBER 30, 2023
Hey everyone, thanks for checking out the best stuff we did this week… And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These are the most read posts on the site this week, in case you missed it: . The post This Week on TRB appeared first on The Reformed Broker.
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Trade Brains
SEPTEMBER 30, 2023
Most traded Commodities in The World : Commodities are the basic essential materials of a good economy from which other by-products are manufactured. Here we shall discuss the most traded commodities in the world with their importance, impact on economics and factors affecting their prices globally. Commodity markets are highly risky with their high volatility and traders with good risk management can be profitable in the long run.
Advisor Perspectives
SEPTEMBER 30, 2023
Since 2012, Puerto Rico has offered investors — primarily mainland Americans — one of the most attractive deals in the world: move to the commonwealth and pay no taxes on interest, dividends or capital gains, all while living on a balmy and culturally vibrant Caribbean island without having to surrender US citizenship.
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Calculated Risk
SEPTEMBER 30, 2023
At the Calculated Risk Real Estate Newsletter this week: • New Home Sales decrease to 675,000 Annual Rate in August • Case-Shiller: National House Price Index Up 1.0% year-over-year in July; New all-time High • Inflation Adjusted House Prices 3.4% Below Peak • Asking Rents Down 1.2% Year-over-year • Fannie and Freddie: Single-Family Mortgage Delinquency Rate Declined, Multi-Family Increased in August • Final Look at Local Housing Markets in August This is usually published 4 to 6 times a week an
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
International College of Financial Planning
SEPTEMBER 30, 2023
A Comprehensive Guide for Finance Students to Secure a High Credit Future Are you a finance enthusiast looking to understand how to manage debt and achieve an excellent credit score? Welcome to the world of smart financial choices, where every decision you make can have a significant impact on your future. At the International College of Financial Planning (ICOFP), we are committed to providing you with the knowledge and skills to navigate the complex landscape of personal finance successfully.
Advisor Perspectives
SEPTEMBER 30, 2023
Lawmakers in the US House omitted further aid to Ukraine from a proposal that would keep the government open, signaling that support for funding its fight against the Russian invasion is getting harder.
Inside Information
SEPTEMBER 30, 2023
Angie Herbers (our keynote presenter at this year’s Insider’s Forum conference) recently told me in passing, during a longer conversation, that she thinks that journalism in America has become dysfunctional or broken. As a journalist, I had to process that a bit. The interesting thing about the journalism ‘profession’ (it’s really more of an avocation) is that we aren’t bound by any formal ethical rules or guidelines.
Advisor Perspectives
SEPTEMBER 30, 2023
The Fed-induced selloff in technology stocks has traders dusting off their turmoil playbooks. Trouble is, one of the most popular strategies isn’t working: hiding out in Apple Inc.
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
Abnormal Returns
SEPTEMBER 30, 2023
Transport How Mercedes Benz's level 3 self-driving tool, Drive Pilot, works in practice. (theverge.com) Biking isn't really gaining ground as a means of commuting in the U.S. (bloomberg.com) How truck stops are adapting the EV era. (nytimes.com) How EVs will kill the gas station. (slate.com) Energy Big battery projects are helping to keep the lights on.
Advisor Perspectives
SEPTEMBER 30, 2023
China’s growth has slowed, but the context is important—an intentional transition to a more balanced economy that relies less on investment and exports.
Calculated Risk
SEPTEMBER 30, 2023
Special Note on Government Shutdown : If the Republicans shut down the government again, then some economic releases will be delayed. The impacted releases are highlighted in RED. The key report scheduled for this week is the September employment report on Friday. Other key indicators include the September ISM Manufacturing and Services indices, September auto sales and the August trade deficit. -- Monday, October 2nd -- 10:00 AM: ISM Manufacturing Index for September.
Advisor Perspectives
SEPTEMBER 30, 2023
Intermission is over. Today we resume my series on the global cycle theories that, probably not by coincidence, all point to major change unfolding in the next few years. Finishing it may take some time since I keep finding new material.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
The Big Picture
SEPTEMBER 30, 2023
This week, we speak with Gary D. Cohn, former director of the National Economic Council. He is an internationally recognized expert on the financial markets, global economy, economic policy and US politics. Cohn is vice chairman of IBM. He served as assistant to the president for economic policy and director of the National Economic Council from 2017-2018.
Advisor Perspectives
SEPTEMBER 30, 2023
Gilt prices have been struggling this past year due to surging inflation and interest-rate increases. David Zahn, Franklin Templeton Fixed Income’s Head of European Fixed Income, shares his outlook for the UK economy and why he thinks now is a good time to consider investing in gilts.
Advisor Perspectives
SEPTEMBER 30, 2023
The Bank of Japan met last night to cap off a week of central bank activity.
Advisor Perspectives
SEPTEMBER 30, 2023
2023’s market rally continues to center itself on the big tech comeback with certain themes exhibiting strength like artificial intelligence (AI) and cloud computing. While these themes can offer traders short-term opportunities, they can also persist in the long term as growth plays.
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.
Advisor Perspectives
SEPTEMBER 30, 2023
Marketing your business is harder than ever. The environment is volatile, client expectations are rising, and the competition is loud. The key to marketing success is making sure you are delivering the right message to the right audience at the right time. You don’t have to be louder. But you do have to be smarter.
Advisor Perspectives
SEPTEMBER 30, 2023
Anyone who even casually pays attention to the financial media has likely become familiar with the current state of inflation as well as how high interest rates have risen over the past ~2 years.
Advisor Perspectives
SEPTEMBER 30, 2023
Despite the Fed’s aggressive monetary tightening and the regional banking crisis earlier this year, the U.S. economy has been surprisingly resilient. Bond yields continue to rise, with long-term Treasuries at their highest level since October 2007.
Advisor Perspectives
SEPTEMBER 30, 2023
Amid the debate over student loans — President Joe Biden’s administration tried and failed to forgive some of the debt, which starts accruing interest this month after a three-year pause — a crucial question has often been overlooked: Who benefits the most from student loans? It’s not necessarily the students.
Speaker: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.
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