Abnormal Returns

JULY 14, 2024

Top clicks this week How the rise of automated investing has changed the stock market. (awealthofcommonsense.com) Why Bill Ackman spends so much time on Twitter. (sherwood.news) The CAPM doesn't work. Maybe this measure does. (klementoninvesting.substack.com) Why young men around the world are breaking hard to the right. (politico.com) Today's constructive CPI report rang a bell for financial markets.

Economy 317

Economy Financial Market Investing Investments 317

A Wealth of Common Sense

JULY 14, 2024

Here’s a scenario I was presented with recently: Five years ago, a relatively conservative investor was sitting on some cash and seeking a more balanced portfolio. To keep things simple, this investor split the difference between stocks and bonds by allocating 50% to equities and 50% to fixed income. Five years later there is a clear winner in terms of performance within this 50/50 portfolio: You basically doubled.

Portfolio 145

Portfolio 145

Abnormal Returns

JULY 14, 2024

Strategy The stock market has changed so much over the past 50 years. Human behavior hasn't. (awealthofcommonsense.com) Seven reasons you may want to venture away from the market portfolio. (humbledollar.com) Investment professionals should consciously avoid using jargon. (investmentecosystem.com) Finance Bank OZK ($OZK) is uniquely exposed to the South Florida real estate market.

Financial Advising 262

Financial Advising Economics Government Media 262

Million Dollar Round Table (MDRT)

JULY 14, 2024

By Liz DeCarlo, MDRT Content Manager Ted Rusinoff, a 17-year MDRT member from Stow, Ohio, USA, can distill client meetings into three critical questions that will yield long-term results for both clients and advisors. He shared these questions in a ConneXion Zone presentation at the 2017 MDRT Annual Meeting: What do you own? Start by asking clients to look at what assets they have today.

Clients 87

Clients Insurance Management Assets 87

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

Calculated Risk

JULY 14, 2024

Weekend: • Schedule for Week of July 14, 2024 Monday: • At 8:30 AM ET, The New York Fed Empire State manufacturing survey for July. The consensus is for a reading of -6.0, unchanged from -6.0. • At 12:30 PM, Discussion, Fed Chair Jerome Powell , Conversation with David M. Rubenstein, Chairman of the Economic Club of Washington, D.C. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 1 and DOW futures are up 43 (fair value).

Manufacturing 64

Manufacturing Economics Marketing Marketing 64

Calculated Risk

JULY 14, 2024

From STR: U.S. hotel results for week ending 6 July Due to the Fourth of July, the U.S. hotel industry reported lower performance results from the previous week and mixed comparisons year over year, according to CoStar’s latest data through 6 July. 30 June through 6 July 2024 (percentage change from comparable week in 2023): • Occupancy: 61.3% (-0.9%) • Average daily rate (ADR): US$157.27 (+0.5%) • Revenue per available room (RevPAR): US$96.35 (-0.4%) emphasis added The following graph shows the

64

64

oXYGen Financial

JULY 14, 2024

![CDATA[ Managing service fees and charges is essential for maintaining a healthy financial life. These fees can quickly add up, impacting your budget and financial goals. Understanding how to effectively request fee waivers can save you money and reduce financial stress. This article provides comprehensive tips and strategies for getting service fees and charges waived by the charging.

Budgeting 52

Budgeting Management 52

Trade Brains

JULY 14, 2024

Bullish Breakaway Candlestick Pattern: Understanding candlestick patterns for technical analysis is essential as they offer valuable information about the price movements of securities. We will examine the importance, formation, and trading strategies linked to the bullish breakaway candlestick pattern among the different candlestick patterns accessible.

Marketing 52

Marketing Marketing Portfolio Management 52

Advisor Perspectives

JULY 14, 2024

Welcome to our new weekly blog series, “Navigating the Earnings Season.” In this series, I dive into the world of earnings reports from major companies, spanning giants like JP Morgan and Pepsi, as well as niche players in various sectors.

45

45

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

The Big Picture

JULY 14, 2024

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • A Couple Won the Powerball. Investing It Turned Into Tragedy. How high fees and low returns hurt a nonprofit that trusted a local financial adviser ( Wall Street Journal ) • Three Algorithms in a Room : A growing number of industries are using software to fix prices.

Nonprofit 263

Nonprofit Financial Advising Insurance Taxes 263

Advisor Perspectives

JULY 14, 2024

We’ve seen the active ETF take in about 1/3 of all net asset inflows year-to-date, which is an impressive haul by historical standards.

Assets 40

Assets 40

Advisor Perspectives

JULY 14, 2024

More inflows into active bond ETFs during the month of June is following the overall trend of higher inflows since the start of the year.

40

40