Abnormal Returns
FEBRUARY 25, 2024
Top clicks this week Joshua Brown, "When too many learn the same game and it gets very easy to both play and teach to friends, the game breaks." (downtownjoshbrown.com) Why you need to further investigate high dividend yields. (wsj.com) The wealth management industry is going to be slammed with demand. (downtownjoshbrown.com) What's driving stock market returns?
A Wealth of Common Sense
FEBRUARY 25, 2024
The housing market wasn’t supposed to remain this strong. People were forecasting for a 20% drop in housing prices in 2022. It made sense at the time. Everyone was predicting a recession. Prices had shot up 50% in three years. The Fed was jacking up interest rates. Mortgage rates went vertical. And all we got was a wimpy 2-3% dip in prices. I cannot predict the future but it’s hard to come up with a bearish th.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Abnormal Returns
FEBRUARY 25, 2024
Strategy Every investing fad eventually ends. (contessacapitaladvisors.com) Investors CAN opt-out of the short term game. (speedwellresearch.com) Nvidia Nvidia ($NVDA) is not just a chip company, its a platform. (on.ft.com) It's hard to think of another large company growing sales so rapidly. (wsj.com) Scott Rosenberg, "AI is no fad, but neither was the internet.
Calculated Risk
FEBRUARY 25, 2024
Weekend: • Schedule for Week of February 25, 2024 Monday: • At 10:00 AM ET, New Home Sales for January from the Census Bureau. The consensus is that new home sales increased to 675 thousand SAAR, up from 646 thousand in December. • At 10:30 AM, Dallas Fed Survey of Manufacturing Activity for February. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 10 and DOW futures are down 60 (fair value).
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.
Million Dollar Round Table (MDRT)
FEBRUARY 25, 2024
By Simon D. Lister, Dip PFS Achieving Court of the Table or Top of the Table doesn’t happen by chance, and there’s no magic to it. It’s about doing the right things daily. And it all starts with a plan. When you do that, it’s possible to reach Top of the Table in a year. I created my plan by understanding how many days in the year, month and week I would work and then how many of those days I would see clients.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
FEBRUARY 25, 2024
Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF. On today’s show, we discuss: The yield environment prior to 2022 How asset allocation works within a multi-asset portfolio How the yield curve and inflation affect income generating portfolios Targ.
Trade Brains
FEBRUARY 25, 2024
Fundamental Analysis of Maruti Suzuki : In India, owning a car is a significant achievement for anyone. The Middle-Class section is the driving force behind the economy and politics, and it is influential in understanding consumer patterns. As middle-class people’s disposable income grows, so does their luxury and spending; one industry that benefits from this growth is the automobile industry, in this article, we will look at Maruti Suzuki.
Calculated Risk
FEBRUARY 25, 2024
From WardsAuto: February U.S. Light-Vehicle Sales to Rebound from January's Slide (pay content). Brief excerpt: Sales are bouncing back in February , thanks mostly to a surge in estimated fleet volume, while the retail sector posts tepid growth. Higher interest rates, negative aspects of the inventory mix and lack of fresh product are keeping demand from being even stronger.
Wealth Management
FEBRUARY 25, 2024
If clients aren’t hearing your story, they’re listening to someone else’s.
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.
Trade Brains
FEBRUARY 25, 2024
Platinum Industries IPO Review Platinum Industries is coming up with its IPO issue of Rs. 235.52 Cr which will open on 27th February 2024. The issue will close on 29th February and be listed on the exchange on 5th March 2024. This article will look at the Platinum Industries Limited IPO Review 2024 and analyze its strengths and weaknesses. Keep reading to find out!
Tobias Financial
FEBRUARY 25, 2024
We are thrilled to announce that our CEO, Marian ela Collado , CPA/PFS, CFP®, CDS® will serve as one of the speakers at the upcoming CNBC Women & Wealth on March 5 th , 2024. Marianela’s session will focus on retirement planning and how women can maximize their financial future. Women often face unique challenges when it comes to retirement planning, from the gender pay gap to life expectancy and the hidden costs of caregiving.
Advisor Perspectives
FEBRUARY 25, 2024
Recently I saw a T-shirt for sale that said, “Science Doesn’t Care What You Think.” I used a similar metaphor recently, observing how many experiments show that jumping off a cliff will send you rapidly downward. If you want to test that theory, please add me to your will first.
oXYGen Financial
FEBRUARY 25, 2024
Advertisement
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
FEBRUARY 25, 2024
The REIT sector has faced many challenges over the past few years, including COVID-related closures and tightening monetary policy. Franklin Equity Group Portfolio Managers Blair Schmicker and Daniel Scher discuss how a return to pre-pandemic monetary policy could mean a promising 2024 for publicly traded real estate.
Financial Symmetry
FEBRUARY 25, 2024
Many who approach retirement view it as the ultimate goal, but you could have 30+ years to experience the retirement you’ve worked to build. While much of retirement planning is focused on the numbers, people often fail to intentionally plan … Continued The post Turn Your “What Ifs” into “What’s Next” with These Retirement Stepping Stones, Ep #210 appeared first on Financial Symmetry, Inc.
Advisor Perspectives
FEBRUARY 25, 2024
A Fidelity International money manager has sold the vast majority of US Treasuries from funds he oversees on expectations the world’s biggest economy still has room to expand.
Tobias Financial
FEBRUARY 25, 2024
We are thrilled to announce that our CEO, Marian ela Collado , CPA/PFS, CFP®, CDS® will serve as one of the speakers at the upcoming CNBC Women & Wealth on March 5 th , 2024. Marianela’s session will focus on retirement planning and how women can maximize their financial future. Women often face unique challenges when it comes to retirement planning, from the gender pay gap to life expectancy and the hidden costs of caregiving.
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
Advisor Perspectives
FEBRUARY 25, 2024
The US and China are discussing new measures to prevent a wave of emerging market sovereign defaults, according to people familiar with the situation, one of the most significant attempts in years at economic cooperation between the rival superpowers.
The Big Picture
FEBRUARY 25, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Google reneged on the monopolistic bargain : A funny thing happened on the way to the enshittocene: Google – which astonished the world when it reinvented search, blowing Altavista and Yahoo out of the water with a search tool that seemed magic – suddenly turned into a pile of s**t.
Advisor Perspectives
FEBRUARY 25, 2024
Careful data management and having a formal impact measurement framework in place are essential to preventing greenwashing and ensuring consistent impact delivery.
Advisor Perspectives
FEBRUARY 25, 2024
Cloud computing is one of the sub-sectors of technology that are benefiting from last year’s rally. When it comes to specific names, CrowdStrike is a notable one helping to push the Direxion Daily Cloud Computing Bull 2X Shares ETF (CLDL) even higher.
Advertisement
Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.
Advisor Perspectives
FEBRUARY 25, 2024
Electric vehicle (EV) equities and related exchange traded funds currently appear as though their check engine lights are on.
Expert insights. Personalized for you.
281 
Let's personalize your content