Abnormal Returns
JANUARY 7, 2024
Top clicks this week Some of the best charts of 2023. (entrylevel.topdowncharts.com) 10 predictions for 2024 including 'The economy overheats.' (theirrelevantinvestor.com) Don't get caught sitting in cash in 2024. (allstarcharts.com) How major asset classes performed in December 2023. (capitalspectator.com) Good years tend to cluster for the stock market.
A Wealth of Common Sense
JANUARY 7, 2024
I’ve been writing at A Wealth of Common Sense for more than 10 years now. That means we’re going on a decade’s worth of asset allocation quilts on this blog. The moral of the story is I’m getting old. Here’s the latest update through the end of 2023 along with those 10 year trailing returns: Some observations: Bad to good and good to bad.
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oXYGen Financial
JANUARY 7, 2024
Million Dollar Round Table (MDRT)
JANUARY 7, 2024
By Daniel Amen, M.D. When you change your brain, you change your life. Fortunately, your behavior can help your brain function even better. When your brain works right, you work right. When your brain is troubled, you have trouble in your life. This is the most important thing that you can learn: When you take care of your brain, you’re taking care of yourself and you’re taking care of those you love.
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.
Calculated Risk
JANUARY 7, 2024
Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on this blog). I'm adding some thoughts, and maybe some predictions for each question. 6) Monetary Policy: To slow inflation, the FOMC raised the federal funds rate four times in 2023 from "4-1/4 to 4-1/2 percent" at
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JANUARY 7, 2024
Weekend: • Schedule for Week of January 7, 2024 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up slightly and DOW futures are down 43 (fair value). Oil prices were up over the last week with WTI futures at $73.81 per barrel and Brent at $78.76 per barrel. A year ago, WTI was at $74, and Brent was at $76 - so WTI oil prices were mostly unchanged year-over-year.
Trade Brains
JANUARY 7, 2024
Fundamental Analysis Of Lupin : Medicines are substances that can be used to prevent, treat, or cure disease. Pharmaceutical companies in India have come a long way in supplying medicines, and with more research, they are improving their products. In this article, we will look at the Fundamental Analysis of Lupin Limited, a company in the pharmaceutical industry.
Advisor Perspectives
JANUARY 7, 2024
Bill Harnisch, whose $1.5 billion hedge fund delivered a market-beating 31% gain last year, is betting the recent bout of euphoric stock buying will peter out.
Tobias Financial
JANUARY 7, 2024
We are thrilled to announce and celebrate our CEO, Marianela Collado, CPA/PFS, CFP®, CDS® for her recent appointment as the Vice Chair of the Professional Advisors Council (PAC) at the Community Foundation of Broward. This appointment is a testament to her dedication, expertise, and commitment to philanthropy in our community. The Professional Advisors Council is a distinguished group of tax and estate attorneys, accountants, and financial advisors who recognize the integral role philanthropy p
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
JANUARY 7, 2024
It’s forecast season again, the time when people like me tell people like you what will happen this year. Sadly, we are often wrong.
The Big Picture
JANUARY 7, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • These politicians denied democracy on Jan. 6. Now, they want your vote. While the violent mob swarmed the U.S. Capitol on Jan. 6, 2021, aiming to subvert democracy and keep President Donald Trump in power, another group was already working on the same project inside.
Advisor Perspectives
JANUARY 7, 2024
Bitcoin stumbled on Friday as traders braced for an upcoming decision by the US Securities and Exchange Commission on whether to approve an exchange-traded fund tied directly to the world’s largest cryptocurrency.
Abnormal Returns
JANUARY 7, 2024
Markets Survey data is really only useful at extremes. (theirrelevantinvestor.com) Stock markets around the world are at or near their highs. (downtownjoshbrown.com) Strategy Good luck trying to pick the best performing asset class on a year-by-year basis. (awealthofcommonsense.com) It takes time to develop your investing principles. (microcapclub.com) Bitcoin ETFs How much in assets will spot Bitcoin ETFs gather?
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
Advisor Perspectives
JANUARY 7, 2024
Private credit has in a little more than a decade evolved from a niche asset class to a key component of a diversified investment portfolio. We think it will be even more important in 2024 as banks’ reluctance to lend widens the opportunity set for investors.
Advisor Perspectives
JANUARY 7, 2024
With a new year brings a new chapter in the exciting growth of artificial intelligence. AI had a major breakout year in 2023 as OpenAI’s ChatGPT exploded into the public eye in the Spring.
Advisor Perspectives
JANUARY 7, 2024
The ETF industry is buzzing as long-awaited spot bitcoin ETFs are likely to get the green light from the SEC in the coming days. We expect trading of multiple products to begin soon after.
Advisor Perspectives
JANUARY 7, 2024
In 2024, inflation, interest rates, and the presidential election will likely be on top of ETF investors’ minds. Here are four other lesser-known trends and insights — both positive and negative — to consider in 2024.
Speaker: Igli Laci, Strategic Finance Leader
In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a
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