Abnormal Returns

SEPTEMBER 1, 2024

Also on the site How much would you pay for a house you couldn't insure? (abnormalreturns.com) Top clicks this week Another star manager, another disaster for investors. (awealthofcommonsense.com) You're not a billionaire. Stop trying to invest like one. (axios.com) The big index fund managers have a problem on their hands. (humbledollar.com) Why you likely don't need to focus on dividend paying stocks.

Insurance 306

Insurance Management Investments Investing 306

A Wealth of Common Sense

SEPTEMBER 1, 2024

I enjoy slicing and dicing historical stock market returns. I’m not naive enough to assume this helps predict the future. However, studying the past can provide a baseline to help set expectations when it comes to risk and a potential range of outcomes. Here’s a different way to look at returns over various time horizons for the S&P 500 going back to 1993: This is how to read this chart: Pick a starting.

Marketing 145

Marketing Marketing 145

Abnormal Returns

SEPTEMBER 1, 2024

Markets The S&P 500 returned 2.43% in August 2023. (on.spdji.com) There are too many markets at all-time highs to count. (whitecoatinvestor.com) Strategy High yields come with risk. Don't let anyone tell you otherwise. (wsj.com) Good luck trying to time the stock market using valuation metrics. (awealthofcommonsense.com) Market statistics can gloss over the big picture.

Financial Advising 294

Financial Advising Valuation Economy Economics 294

Random Roger's Retirement Planning

SEPTEMBER 1, 2024

Following up on yesterday's post , I thought of a way articulate the way in which we deconstruct sophisticated portfolios like the Permanent Portfolio, the Cockroach Portfolio or in the case of yesterday's post, the Trinity Portfolio. Click through to yesterday's post if you want more context. The idea is to study the allocation, not the constituents.

Portfolio 52

Portfolio Management Taxes Clients 52

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

Clever Girl Finance

SEPTEMBER 1, 2024

Saving $1,000 or more each month may initially feel overwhelming, but with the right approach, it’s completely doable. I’ve been able to consistently set aside this amount by incorporating specific strategies into my financial routine. If you are wondering just how to save $1000 a month, in this article, I’ll share the exact methods I use to save $1,000+ every month and show you how you can achieve the same results.

Budgeting 52

Budgeting Accounting Planning Banking 52

The Big Picture

SEPTEMBER 1, 2024

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Why Interest Rate Cuts Won’t Fix a Global Housing Affordability Crisis : Central bankers are lowering borrowing costs, but that won’t be a cure-all for a widespread lack of affordable housing. ( New York Times ) • Three Events That Speak to Greedflation : The Mars-Kellanova merger, the Kroger-Albertsons court case, and the monopolization lawsuit against RealPage all bolster her case against price-fixing.

Insurance 263

Insurance Commission Engineering Assets 263

Advisor Perspectives

SEPTEMBER 1, 2024

A number of myths exist about value investing as it pertains to timing the economic cycle, interest rates, and elections.

Investments 40

Investments Investing Economics Numbers 40