Abnormal Returns

JANUARY 12, 2025

Also on the site When the world is in flux, experience could actually be a detriment. (abnormalreturns.com) You can now follow us on Bluesky. (bsky.app) Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com) Top clicks this week Why the CAPE ratio should be higher today than it was in the past. (theirrelevantinvestor.com) The equity risk premium is negative.

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Portfolio Marketing Marketing 189

A Wealth of Common Sense

JANUARY 12, 2025

Most investors would like the world of finance to exist in black or white. Just tell me when to buy or sell, get bullish or bearish, buy this stock or avoid that one, go all in or get out of the market. Markets are hard because most things exist in shades of gray. It’s difficult to be certain about anything because no one knows what the future holds and the past can be unreliable when used incorrectly.

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Marketing Marketing 117

Advisor Perspectives

JANUARY 12, 2025

Taiwan Semiconductor Manufacturing Co.’s quarterly sales topped estimates, reinforcing investor hopes that the torrid pace of AI hardware spending will extend into 2025.

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Sales Manufacturing 96

Million Dollar Round Table (MDRT)

JANUARY 12, 2025

By Antoinette Tuscano, MDRT senior content specialist You can be an outstanding financial advisor; however, youre still out of business without clients. In these top videos posted on MDRTs YouTube channel in 2024, learn how MDRT members communicate and work with clients. The ideas they share can help you better attract and retain clients. Breaking the mold and holding clients accountable When a high-net-worth client seemed more interested in leaving his office than financial planning, 17-year MD

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Clients CFP Communication Financial Advisor 80

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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.

Accounting

Advisor Perspectives

JANUARY 12, 2025

Chinese investors’ fierce appetite for overseas shares has triggered rare, full-day suspensions on a pair of exchange-traded funds tracking global equities.

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oXYGen Financial

JANUARY 12, 2025

![CDATA[ They say you get better as you get older. This might just be true for 401(k) plans in 2025 for those striding into their golden years. Planning for retirement just got a significant boost for Americans aged 60 to 63, thanks to provisions in the SECURE Act 2.0. Beginning in 2025, individuals in this age group will be eligible for something called a "super catch-up" contribution limit for.

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Retirement Planning 52

Random Roger's Retirement Planning

JANUARY 12, 2025

I spent the weekend working on a wildland fire here in Walker. We haven't really had any precipitation in quite a while leading to this weekend's two day incident. It was small but it was legit. One of the guys got a great picture of me today while we were mopping up. For any fire folks, it was 25 degrees which is why no yellow. Hopefully, regular blogging can resume on Monday.

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Advisor Perspectives

JANUARY 12, 2025

Energy is the star sector of the S&P 500 Index in the early days of 2025, shaking off two consecutive years when it was a market laggard, and gaining despite Wall Street’s dim outlook for oil and gas stocks.

Marketing 52

Marketing Marketing 52

Calculated Risk

JANUARY 12, 2025

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. For deaths, I'm currently using 4 weeks ago for "now", since the most recent three weeks will be revised significantly. Note: " Effective May 1, 2024, hospitals are no longer required to report COVID-19 hospital admissions, hospital capacity, or hospital occupancy data. " So I'm no longer tracking hospitalizations.

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Numbers 59

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

Assets

Advisor Perspectives

JANUARY 12, 2025

With 2024 in the books, market participants now know that the tech-heavy Nasdaq Composite Index surged about 85% over the past two years.

Marketing 40

Marketing Marketing 40

Abnormal Returns

JANUARY 12, 2025

Markets How to deal with the issue of mega-cap market dominance. (awealthofcommonsense.com) From the ten largest market cap companies in 2000, only Microsoft ($MSFT) remains. (betterletter.substack.com) The purpose of predictions isn't accuracy, it's to prompt conversations. (wsj.com) Markets change, but human behavior doesn't. (humbledollar.com) Companies The biggest private companies, like Stripe and Databricks, are under little pressure to go public.

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Sales Economy Economics Budgeting 173

The Big Picture

JANUARY 12, 2025

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: The damning statistics that reveal the true cost of Brexit : on As January marks five years on from Britain leaving the EU, Alicja Hagopian and Kate Devlin explore its impact.( The Independent ) On Bubble Watch. Exactly 25 years ago today, I published the first memo that brought a response from readers (after having written for almost ten years without receiving any).

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Healthcare Government Transportation Portfolio Management 245