Advisor Perspectives
JULY 20, 2024
American Express Co. warned it’s planning to increase spending on marketing in the coming months after billings growth on the payments giant’s credit cards slowed in the second quarter.
A Wealth of Common Sense
JULY 20, 2024
On today’s show, we spoke with Matt Middleton, Founder and CEO of Future Proof to discuss updates and changes to Future Proof 2024! See here for more information on registration for Future Proof 2024 and here for updates on the festival On today’s show, we discuss: Benefits of past Future Proof events Updates on what is coming in 2024 Breakthru experiences at Future Proof An updated fintech demo program Spon.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Calculated Risk
JULY 20, 2024
The key report this week is the advance estimate of Q2 GDP. Other key reports include June Existing Home Sales, New Home Sales, and Personal Income and Outlays. For manufacturing, the July Richmond and Kansas City Fed manufacturing surveys will be released. -- Monday, July 22nd -- 8:30 AM ET: Chicago Fed National Activity Index for June. This is a composite index of other data. -- Tuesday, July 23rd -- 10:00 AM: Existing Home Sales for June from the National Association of Realtors (NAR).
ModernAdvisor
JULY 20, 2024
Market Update All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. Sources: *Sources: MSCI, FTSE, TMX, S&P The second quarter of 2024 was a mixed one, most equity market indexes were positive, with some exceptions. Canadian stocks were mostly down for the quarter, with the S&P/TSX Composite Index losing -0.5% for the […] The post Market Update – Q2 2024 appeared first on ModernAdvisor Blog.
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.
Calculated Risk
JULY 20, 2024
At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • Single Family Starts Up Year-over-year in June; Multi-Family Starts Down 23% YoY • Lawler: Early Read on Existing Home Sales in June • Part 2: Current State of the Housing Market; Overview for mid-July 2024 • California Home Sales Down 3% SA YoY in June; 4th Look at Local Housing Markets in June • 3rd Look at Local Housing Markets in June This is usually published 4 to 6 times a week and provides more in-
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
JULY 20, 2024
Bullish Three Line Strike Candlestick Pattern: In the evolving world of trading, mastering effective strategies is crucial for success. One such strategy that has gained popularity for its simplicity and potential profitability is the bullish three-line strike candlestick pattern. In this article, we shall understand the Bullish Three Line Strike candlestick pattern formation, trading strategy and its components for a better straightforward approach.
Advisor Perspectives
JULY 20, 2024
Economists trimmed their US inflation projections through the first half of 2025 and see a slightly higher unemployment rate, a combination they expect will encourage the Federal Reserve to start lowering interest rates.
Abnormal Returns
JULY 20, 2024
EVs Generac ($GNRC) is launching a home EV charger. (theverge.com) An EV road trip check list. (npr.org) Energy How California has strengthened its electrical grid. (kottke.org) Utilities are having to spend big to upgrade the grid. (wsj.com) It's not just the U.S. that has grid issues. (bloomberg.com) Wildfires Canada's forests are again on fire. (wsj.com) California's fire season has turned into the 'fire year.
Advisor Perspectives
JULY 20, 2024
How’s this for an election trade? Sell your winners now so you have cash on hand this fall to do some aggressive buying as the political jockeying heats up.
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.
The Big Picture
JULY 20, 2024
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Life Cycle of Market Champions. Throughout history, certain companies have dominated the equity market, but the process of creative destruction makes staying on top for long periods of time very difficult. ( Bridgewater ) • The Best Investment I Ever Made : The Pros & Cons of Owning a Vacation Home ( A Wealth of Common Sense ) see also The Top 10 Upgrades That Make
Advisor Perspectives
JULY 20, 2024
Netflix Inc. extended its lead over the streaming competition, adding 8.05 million customers in the second quarter and raising estimates for annual sales and profit margins.
Advisor Perspectives
JULY 20, 2024
A Structured Protection ETF like CPRJ can offer robust tax benefits for investors seeking to move cash or get exposure to small-cap equities.
Advisor Perspectives
JULY 20, 2024
Issuance of green bonds surged in the first half of 2024. That could put more eyeballs on the VanEck Green Bond ETF (GRNB).
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
JULY 20, 2024
According to some pundits, we had a bloodbath in the information technology sector yesterday, should you buy, sell or hold?
Advisor Perspectives
JULY 20, 2024
Across Europe, ruling parties are under pressure. Bond investors should stay active and invested, in our view.
Expert insights. Personalized for you.
105 
Let's personalize your content