Abnormal Returns

JUNE 16, 2024

Also on the site Father time is undefeated: on the impact of cognitive decline on financial outcomes. (abnormalreturns.com) Top clicks this week The S&P 500 is getting three new members. (reuters.com) We are in a 'bear market for diversification.' (thinkadvisor.com) The stock market is increasingly concentrated. Should you be worried? (theirrelevantinvestor.com) More investors are facing up to the problem with illiquid alternatives.

Taxes 315

Taxes Portfolio Marketing Marketing 315

A Wealth of Common Sense

JUNE 16, 2024

Roger Federer delivered an excellent commencement address at Dartmouth’s graduation recently. This part floored me: In tennis, perfection is impossible… In the 1,526 singles matches I played in my career, I won almost 80% of those matches… Now, I have a question for all of you… what percentage of the POINTS do you think I won in those matches?

Marketing 137

Marketing Marketing 137

Abnormal Returns

JUNE 16, 2024

Markets Why uranium prices are soaring. (bloomberg.com) Market earnings estimates keep heading higher. (tker.co) Is the return of RoaringKitty a sign or just noise? (humbledollar.com) Finance Pensions went all-in on private equity. Now they are waiting for their cash back. (wsj.com) Bank of New York Mellon is cutting 'Mellon' out of its name. (ft.com) Wells Fargo ($WFC) is losing big on its co-branded Bilt credit card.

Financial Advising 258

Financial Advising Healthcare Economy Media 258

Trade Brains

JUNE 16, 2024

Three Inside Down Candlestick Pattern: In the world of technical analysis, candlestick patterns play a pivotal role in helping traders predict future price movements of securities. One such significant multiple candlestick pattern is the “Three Inside Down” candlestick pattern. In this article, we will delve into the Three Inside Down candlestick pattern, exploring its formation, psychology, and trading strategy with an example.

Risk Management 105

Risk Management Marketing Marketing Accounting 105

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

Million Dollar Round Table (MDRT)

JUNE 16, 2024

By Laura Xue-Fen Hoi, ChFC, AEPP When we first joined this career as a financial advisor, I believe many of us were taught about the importance of starting the year well by setting business-related goals. Eventually, I felt like something was lacking from this. So, several years ago, I decided to change how I did my yearly goal setting, and it transformed how I conduct my life as well as my business.

Financial Advisor 95

Financial Advisor Education Planning 95

Calculated Risk

JUNE 16, 2024

Weekend: • Schedule for Week of June 16, 2024 Monday: • At 8:30 AM ET, The New York Fed Empire State manufacturing survey for June. The consensus is for a reading of -13.0, up from -15.6. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are little changed (fair value). Oil prices were up over the last week with WTI futures at $78.45 per barrel and Brent at $82.62 per barrel.

Manufacturing 62

Manufacturing Marketing Marketing 62

Indigo Marketing Agency

JUNE 16, 2024

Our Total Marketing Package Nurture Tier (aka TMP Nurture) involves building, launching, and continually optimizing a lead-focused marketing campaign on your behalf. We utilize lead funnels to attract and qualify the right audiences, identified by their location, demographics, personal traits, and financial needs. Though it’s a proven effective strategy to grow an advisor’s client base, it may not be for everyone.

Clients 52

Clients Marketing Marketing Engineering 52

oXYGen Financial

JUNE 16, 2024

![CDATA[ Credit card rewards can feel like free money - a little bonus for spending you were already going to do. However, as the Consumer Financial Protection Bureau (CFPB) responds to a surge in customer complaints, it's more important than ever to protect your rewards. Understanding the role of the CFPB and the nature of these complaints can help you better manage and protect your rewards.

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Management 40

Indigo Marketing Agency

JUNE 16, 2024

The Total Marketing Package Stand Out Tier (aka TMP Stand Out) is our mid-level marketing solution tailored specifically for financial advisors. At its core, it’s designed to elevate your online presence, engage your audience effectively, and ultimately bring clients in the door. With Stand Out, we offer a suite of services that cover every aspect of modern marketing.

Media 52

Media Marketing Marketing Engineering 52

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

Advisor Perspectives

JUNE 16, 2024

Municipal bonds deviated from U.S. fixed income assets and posted negative performance in May.

Management 52

Management Assets 52

The Big Picture

JUNE 16, 2024

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The fast-food industry claims the California minimum wage law is costing jobs. Its numbers are fake : Here’s something you might want to know about this claim. It’s baloney, sliced thick. In fact, from September through January, the period covered by the ad, fast-food employment in California has gone up, as tracked by the Bureau of Labor Statistics and the Federal Reserve.

Food 144

Food Media Investment Advisor Government 144

Advisor Perspectives

JUNE 16, 2024

Despite a seemingly Hawkish stance, a closer look suggests the Fed’s conservative inflation estimates could lead to more rate cuts than anticipated.

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Calculated Risk

JUNE 16, 2024

Note: I've received a number of requests lately to post this again, so here is another update of tracking employment during Presidential terms. We frequently use Presidential terms as time markers - we could use Speaker of the House, Fed Chair, or any other marker. Important: There are many differences between these periods. Overall employment was smaller in the '80s, however the participation rate was increasing in the '80s (younger population and women joining the labor force), and the partici

Economy 108

Economy Numbers Education Government 108

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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.

Accounting

Advisor Perspectives

JUNE 16, 2024

Despite prices heading lower, the start of summer could bring seasonal gold buying if history repeats itself.

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Advisor Perspectives

JUNE 16, 2024

In the early innings of 2024, there was a flurry of consolidation in the biotech industry.

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