Abnormal Returns

DECEMBER 31, 2023

Top clicks this week Some investment sites worth reading every week including Sam Ro's TKer. (blakebmillard.substack.com) 10 questions for 204 including 'What happens to all the cash on the sidelines?' (awealthofcommonsense.com) Putting an estimate on long term equity market returns. (morningstar.com) Six lessons learned from 20 years in the business of financial advice.

Financial Advice 295

Financial Advice Investing Investments Marketing 295

A Wealth of Common Sense

DECEMBER 31, 2023

2022 was one of the worst years ever for financial markets. Over the past 100 years: It was the third worst year for a 60/40 portfolio. It was the seventh worst year for the S&P 500. It was the worst year ever for the Barclays Aggregate Bond Market Index. It was the worst year ever for the 10 year Treasury bond. Here’s what I wrote last year at this time: Expected returns are now higher.

Financial Market 134

Financial Market Portfolio Marketing Marketing 134

Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. (on.spdji.com) Some of the best charts of 2023. (entrylevel.topdowncharts.com) Bitcoin A price war has already broken out for the yet-to-be-launched spot Bitcoin ETF. (theblock.co) Spot Bitcoin ETFs will be run by the biggest financial players on the planet. (blockworks.co) Companies How Stanley ($SWK) turned the Quencher into a hot consumer product.

Financial Advising 282

Financial Advising Medical Economy Economics 282

Wealth Management

DECEMBER 31, 2023

F2 Strategy co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.

Wealth Management 128

Wealth Management Management 128

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.

Accounting

Discipline Funds

DECEMBER 31, 2023

Investing is a never ending learning experience. I think that’s one of the things that makes the financial markets so fascinating. Just when you feel like you know everything the markets and the economy will surprise you. For me, learning is largely about introspection of past actions. You have to learn to audit your past decisions to see where you went right and where you went wrong.

Assets 78

Assets Asset Allocation Financial Planning Economy 78

Random Roger's Retirement Planning

DECEMBER 31, 2023

Barron's posted a couple of retirement related pieces; one article and one kind of slide show that looks like something posted on Instagram. Second one first, the slide show which was titled How To Retire Early. Without Regrets. There was nothing unique or truly insightful but I would offer one addition that pertains to any retirement age, early or otherwise.

Retirement 74

Retirement Food Medical Numbers 74

Steve Sanduski

DECEMBER 31, 2023

For the ninth time, I begin the New Year with 3 carefully chosen words meant to remind, motivate, and guide me on my road to making the New Year my best year yet. It’s the My 3 Words exercise. My 3 words are printed at the top of my Daily Outcomes sheet (my prioritized to-do list) so I see them multiple times a day. By being thoughtful when I identify my 3 words and reviewing them daily, I have an inescapable reminder of my key focus points for the year.

Planning 64

Planning Insurance Education Management 64

Trade Brains

DECEMBER 31, 2023

High DII Holding Stocks Under Rs 100: When it comes to investing, there are numerous factors to consider before buying a stock. However, one of the fundamental criteria that can indicate the potential of a business is the potential the Domestic Institutional Investors see in it. In this article, we will go through some of the High DII Holding Stocks Under Rs 100.

Banking 64

Banking Distribution License Retail 64

oXYGen Financial

DECEMBER 31, 2023

![CDATA[ The much-anticipated redesign of the Free Application for Federal Student Aid (FAFSA) is set to launch on December 31st, introducing significant changes that will impact college financial aid for the 2024-25 academic year. The new form, aptly named "Better FAFSA," is expected to simplify the application process for students and their families, marking a major overhaul that aims to enhance.

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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

Trade Brains

DECEMBER 31, 2023

Tax Loss Harvesting : As an investor, you earn capital gains irrespective of the asset you invest in. These capital gains are a part of your taxable income based on how long you stay invested in the asset. While you trade or invest a significant amount of capital and receive good returns, there comes a time when you start worrying about the taxes on those gains.

Taxes 59

Taxes Assets Investing Investments 59

The Big Picture

DECEMBER 31, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Stress is weathering our bodies from the inside out : Physicians and public health experts have pointed to one culprit time and again when asked why Americans live shorter lives than peers in nations with similar resources, especially people felled by chronic diseases in the prime of life: stress. ( Washington Post ) • Is This How Amazon Ends?

Medical 130

Medical Distribution Clients Management 130