Abnormal Returns
DECEMBER 8, 2024
Top clicks this week Vanguard wants investors to shift from cash into fixed income before its too late. (riabiz.com) There is no escaping the math on leveraged ETFs. (linkedin.com) It's hard to make the math on hedge funds add up. (humbledollar.com) What, if anything, can displace U.S. equity market dominance? (awealthofcommonsense.com) Diversification still matters.
A Wealth of Common Sense
DECEMBER 8, 2024
Not all investment mistakes are created equal. Some are annoying. Some are self-inflicted. Some are painful. And some you can’t come back from. Here’s a look at Ben’s hierarchy of investment mistakes: Annoying mistakes.These are the investment mistakes that can cause regret but don’t necessarily wreck your plan. Annoying investment mistakes include things like: Selling a winning position too ear.
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Calculated Risk
DECEMBER 8, 2024
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
DECEMBER 8, 2024
Markets Vocal market bears are dropping like flies. (ft.com) How to think about strategist's one-year S&P 500 price targets. (tker.co) Strategy Four types of investment mistakes including 'Holding onto a loser for too long.' (awealthofcommonsense.com) John Rekenthaler helped raise the bar for investment writing. (mutualfundobserver.com) ETFs Jane Street is cleaning up on the ETF boom.
The Big Picture
DECEMBER 8, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: I Say Forbidden Things About Sports : What’s happening in athletics is tragicbut don’t expect to hear about on ESPN. I was shocked when I learned that private equity firms plan to take over college football. How is that even possible?( The Honest Broker ) He Was Going to Save Intel.
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.
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