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 278

Investing Investments Marketing Marketing 278

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

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Commission Management Government Retirement 162

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.

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Financial Advising Economy Education Media 268

Advisor Perspectives

MAY 26, 2024

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

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Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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)

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.

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CFP Communication Government Clients 86

Trade Brains

MAY 26, 2024

Imagine a thrilling motorcycle journey, the wind whipping past you, or a smooth car ride on a scenic highway. But what powers these experiences? Behind the roar of the engine and the comfort of the seat lies a hidden world, the world of precision engineered automotive components. Just like a well oiled machine, every vehicle relies on a symphony of meticulously crafted parts.

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Engineering Manufacturing Sales Valuation 64

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.

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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.

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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

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

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

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.

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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.

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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.

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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