Abnormal Returns

MAY 26, 2024

Mentions Sam Ro's favorite free finance newsletters. (tker.co) The 18 best investing blogs of 2024. (thecollegeinvestor.com) Top clicks this week The 18 best investing blogs of 2024. (thecollegeinvestor.com) 11 investing principles from Bill Miller including how to avoid value traps. (investmenttalk.co) Sam Ro's favorite free finance newsletters. (tker.co) Why don't more people engage in probabilistic thinking?

Investing 272

Investing Investments Marketing Marketing 272

The Big Picture

MAY 26, 2024

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Realtors Are in Crisis—and Home Buyers Could Be the Winners : A wave of lawsuits over fees paid to agents has put the giant trade association on the defense; ‘it got arrogant’ ( Wall Street Journal ) see also Powerful Realtor Group Agrees to Slash Commissions to Settle Lawsuits : The National Association of Realtors will pay $418 million in damages and will amend several rules that housing experts say wil

Commission 163

Commission Management Government Retirement 163

Abnormal Returns

MAY 26, 2024

Markets Consumer discretionary stocks have been underperforming for awhile now. (allstarcharts.com) Every big market trend eventually hits an 'air pocket.' (downtownjoshbrown.com) Strategy The economy is not the stock market, and vice versa. (awealthofcommonsense.com) Why you should pay attention to your emotions when investing. (wsj.com) Some words of wisdom from Ed Borgato.

Financial Advising 262

Financial Advising Economy Education Media 262

Advisor Perspectives

MAY 26, 2024

Will Americans return to the office? It may depend on where it is and what it offers.

98

98

Advertisement

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

Million Dollar Round Table (MDRT)

MAY 26, 2024

By Michael DePilla, MDRT In-Language Content Specialist How you communicate with prospects can make a difference in whether or not they become your clients. Try these ideas from MDRT members from around the world to better connect. Your legacy, your pick If you don’t have a will, the government is waiting to make one for you. I remind people that everything we have worked for all our lives will go to two of three places when we die: our family, our government or to charity.

CFP 88

CFP Communication Government Clients 88

Calculated Risk

MAY 26, 2024

The TSA is providing daily travel numbers. This data is as of May 24th. Click on graph for larger image. This data shows the 7-day average of daily total traveler throughput from the TSA (Blue). The red line is the percent of 2019 for the seven-day average. Air travel - as a percent of 2019 - is tracking at about 112% of pre-pandemic levels.

Numbers 78

Numbers 78

Advisor Perspectives

MAY 26, 2024

To hear the words “Coinbase” and “Supreme Court” in the same breath likely inspires thoughts of the justices jousting over cryptocurrency. But this week’s decision in Coinbase v. Suski is a reminder that even in our clever new era, old principles of contract law often hold sway.

52

52

oXYGen Financial

MAY 26, 2024

![CDATA[ Navigating today's real estate market is akin to traversing through a complex labyrinth. The housing market is fraught with challenges, and whether you're buying or selling, understanding these hurdles is essential. Let's delve into the major headwinds in the current housing market and look at a few strategies that can help you succeed. Interest Rates Surge The pulse of the real.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

MAY 26, 2024

European value stocks offer a compelling case for short- and long-term investment opportunities, supported by strong fundamentals, attractive valuations, and favorable market conditions.

Valuation 52

Valuation Investing Investments Marketing 52

Advisor Perspectives

MAY 26, 2024

In a market that’s captured the attention of global finance for allegedly making $1 billion for Jane Street Group, many trading firms are employing a relatively simple strategy: short volatility.

Marketing 52

Marketing Marketing 52

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

MAY 26, 2024

A Silicon Valley startup backed by the US Defense Advanced Research Projects Agency is seeking at least $70 million more from investors in its quest to to develop an ultra-efficient chip for artificial intelligence technology, according to documents reviewed by Bloomberg.

Startup 52

Startup 52

Advisor Perspectives

MAY 26, 2024

Check out this recent insight from T. Rowe Price on the importance of credit quality research in fixed income.

45

45

Advisor Perspectives

MAY 26, 2024

Rather than dive into a vast pool individual bond options, these three ETFs can provide a low-cost and convenient option.

40

40