Abnormal Returns

JULY 19, 2022

Markets A 3% 30-year Treasury bond is no great deal. morningstar.com) Eight reasons why a 1929-style stock market crash is less likely today. dariusforoux.com) Strategy The good thing about bear markets is that they eventually end. awealthofcommonsense.com) Why you should ignore the steady stream of market 'sorcerers.'

Financial Advising 245

Financial Advising Valuation Media Taxes 245

Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Abnormal Returns

MARCH 20, 2024

(amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. spyglass.org) This is Apple's ($AAPL) brand promise.

Financial Advising 254

Financial Advising Startup Valuation Economy 254

Nerd's Eye View

OCTOBER 4, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey from Charles Schwab indicates that advisors see technology as the biggest driver of change in the RIA industry, with the growing number of AdvisorTech solutions as the most frequently cited tech-related driver (..)

Financial Planner 246

Financial Planner Retirement Planning Clients Retirement 246

Abnormal Returns

DECEMBER 28, 2022

Lists 9 surprising things that happened in 2022 including 'The Federal Reserve opening pushed for the stock market to fall.' tomtunguz.com) Instacart continues to slash its valuation. wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices.

Financial Advising 243

Financial Advising Valuation Media Economy 243

Abnormal Returns

OCTOBER 16, 2022

rogersplanning.blogspot.com) Strategy How market bottoms are made. on.ft.com) Companies Instacart keeps slashing its valuation in anticipation of an IPO. nytimes.com) Anti-ETFs are growing in number. 60/40 portfolios The 60/40 portfolio is having its worse returns in a century.

Financial Advising 242

Financial Advising Portfolio Valuation Economy 242

Nerd's Eye View

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. From there, we have several articles on advisor marketing: Five tactics advisors can use to make the most of the online referrals they receive.

Financial Planner 246

Financial Planner Retirement Planning Financial Planning Budgeting 246

Nerd's Eye View

NOVEMBER 4, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. Enjoy the ‘light’ reading! Read More.

Financial Planner 240

Financial Planner Financial Advisor Retirement Planning Medical 240

Nerd's Eye View

NOVEMBER 6, 2023

This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)

Compliance 246

Compliance Valuation Financial Advisor Clients 246

Nerd's Eye View

JULY 7, 2023

Also in industry news this week: A recent survey indicates that a strong majority of financial advisory clients have maintained their trust in their advisors despite the investment market setbacks experienced last year A report from the SEC shows that a majority RIAs have mandatory arbitration clauses in their client agreements, a practice that has (..)

Financial Planner 246

Financial Planner Tax Planning Clients Valuation 246

Nerd's Eye View

OCTOBER 28, 2022

From there, we have several articles on practice management: A new report shows that RIA profitability and AUM soared in 2021, buoyed by a strong stock market and new client growth. The key considerations for advisors considering terminating a forgivable note early.

Financial Planner 246

Financial Planner Clients Valuation Economics 246

The Big Picture

MAY 5, 2023

My end-of-week morning NFP train WFH reads: • Warren Buffett’s Formula for Success: One Good Decision Every Five Years : Berkshire Hathaway has obliterated the market in his 58 years at the company. Finally, it would be dangerous to extrapolate the post-1990 outperformance of US equities, as it mainly reflects rising relative valuations.

Startup 359

Startup Wealth Management Assets Management 359

The Big Picture

MARCH 6, 2023

The initial public offering market is closed. Venture-capital investments are plunging, along with valuations of prepublic companies. When JPMorgan Chase analysts last year described Chinese internet companies as “uninvestable,” their report helped erase about $200 billion from US and Asian markets.

Retirement Planning 282

Retirement Planning Transportation Valuation Consulting 282

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Market fundamentals show earnings growth has been the main driver of stock growth amid strong revenue growth and stable margins. gain, but not a bad number by any means. economy, and the job market is leading the way.

Marketing 96

Marketing Marketing Valuation Economy 96

Nerd's Eye View

MAY 12, 2023

The study also highlighted the importance of advisors taking the time to build trust with clients and to understand a client’s goals and needs, as this can not only differentiate an advisor from those providing purely transactional investment advice, but also could promote client retention, even in years of poor market performance.

Financial Planner 246

Financial Planner Tax Planning Clients Taxes 246

The Big Picture

AUGUST 1, 2023

After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to have one of their all-too-regular spasms. The wisdom of the crowd is why the efficient markets work most of the time, but it really helps to be aware when the crowd turns into an unthinking mob of hooligans.

Economics 246

Economics Valuation Marketing Marketing 246

The Big Picture

SEPTEMBER 19, 2022

And from a public market, that sounds like it’s a compliance and conflict nightmare. So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. But there’s no market for allocating resources to that.

Valuation 305

Valuation Investing Investments Engineering 305

Carson Wealth

FEBRUARY 26, 2024

Late February into mid-March historically can be troublesome, increasing the likelihood of the stock market taking a break after its record run. Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. We see that all over NVIDIA’s earnings numbers. annualized rate.

Marketing 96

Marketing Marketing Valuation Economy 96

Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Falling interest rates make money cheaper and thus fuel equity market returns. However, unsatisfactory progress to the falling inflation trajectory in the latest numbers has dampened the hope of cutting the rates anytime soon.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Abnormal Returns

FEBRUARY 16, 2023

Markets The FTSE 100 Index has risen above 8,000 points for the first time ever. howardlindzon.com) Private assets Why private equity needs much better valuations. apricitas.io) There are a near-record number of housing units currently under construction. bloomberg.com) Bitcoin is at its highest level since June 2022.

Financial Advising 148

Financial Advising Engineering Valuation Retail 148

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. Inflection Point?

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. The return and principal value of investments will fluctuate as market conditions change.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

OCTOBER 2, 2023

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The MSCI EAFE index, which tracks developed overseas stock markets, fell 1.95%. Answer: She bought house numbers.

Marketing 111

Marketing Marketing Taxes Economics 111

Trade Brains

JULY 9, 2023

Best Stock Market Apps in India : Nowadays, if you are a stock market trader, then it’s essential for you to stay updated with every minute market movements. The modern stock market traders keep tabs on the rising and fall of the stocks on a daily basis and sometimes that too hourly.

Marketing 98

Marketing Marketing Valuation Portfolio 98

Carson Wealth

JUNE 17, 2024

A strong job market is helping incomes grow, incomes drive earnings, and earnings drives stock prices. There is a more cyclical element related to valuations, but over time the impact of valuations tends to average out to near flat. The higher the P/E, the more expensive valuations are. The index is now up 14.6%

Marketing 86

Marketing Marketing Valuation Economy 86

The Big Picture

OCTOBER 30, 2024

And find the entire musical playlist of At the Money on Spotify Shareholder Yield Dividend investing has a long and storied history, a substantial percentage of market returns are due to the impact of reinvested dividends compounding over time. So it, it really captures a number of, of factors and characteristics.

Valuation 147

Valuation Investing Investments Numbers 147

Cornerstone Financial Advisory

AUGUST 7, 2023

Weekly Market Insights: Stocks Raise White Flag To Bad News Presented by Cornerstone Financial Advisory, LLC Stocks retreated last week as bond yields increased following the Treasury’s announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating.

Marketing 98

Marketing Marketing Medicine Taxes 98

Abnormal Returns

FEBRUARY 27, 2023

Markets U.S. equity market outperformance versus international stocks isn't permanent. axios.com) Job number one for CEOs is capital allocation. capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. awealthofcommonsense.com) Do stocks always outperform bonds over the long run?

Startup 130

Startup Financial Advising Valuation Economy 130

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. stock market. stock market. percent consensus.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 16, 2024

Weekly Market Insights: Investors Begin To See The Light In Upbeat Week. That number was higher than the 3.2 The return and principal value of investments will fluctuate as market conditions change. The return and principal value of investments will fluctuate as market conditions change. stock market. stock market.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Weekly Market Insights: Stocks Rise, Jobs Cool Presented by Cornerstone Financial Advisory, LLC Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The MSCI EAFE index, which tracks developed overseas stock markets, gained 3.12%. What color was the bear?

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 25, 2024

Weekly Market Insights: Fed Talk Boosts Stocks Presented by Cornerstone Financial Advisory, LLC Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. Tip adapted from Healthline.com 7 Which positive whole number can you add 1.5

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The MSCI EAFE index, which tracks developed overseas stock markets, picked up 2.71%.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MARCH 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Cornerstone Financial Advisory, LLC Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. That performance pattern suggests market leadership may be broadening. stock market.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Weekly Market Insights: Investors Move Past Mixed Fed Message Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. This strong report did not negatively impact the markets. percent target range.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Influencing this market rally were positive corporate earnings reports. This trend continued throughout the week, contributing to the overall market momentum. The return and principal value of investments will fluctuate as market conditions change. stock market. So how could this be?

Marketing 105

Marketing Marketing Economics Taxes 105

Trade Brains

JANUARY 6, 2023

Top 10 Companies in India by Market Capitalization: According to the 2021 data published by the International Monetary Fund (IMF), India is the sixth-largest economy in the world in terms of nominal Gross Domestic Product (GDP), which is valued to be worth US$ 3.04 What is Market Capitalization? in the upcoming year. crore shares.

Marketing 98

Marketing Marketing Banking Consulting 98