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Personal finance links: the best upgrade
Commodities

Personal finance links: the best upgrade

Market Expert  Jul 16, 2026

Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at what...

Wednesday links: tough times for investors
Commodities

Wednesday links: tough times for investors

Market Expert  Jul 16, 2026

MarketsHow the stock market took over American balance sheets. (awealthofcommonsense.com)Just how good are analysts at estimating earnings? (chartkidmatt.com)BondsThe spread on SpaceX ($SPCX) bonds are widening out. (ft.com)The iShares 0-3 Month Treasury Bond ETF ($SGOV) is nearing $100 billion in AUM. (etf.com)FinanceStripe, Advent have made an offer to buy PayPal ($PYPL). (reuters.com)Nobody really wants to go from quarterly to semi-annual corporate reporting. (mrzepczynski.blogspot.com)Private assetsApollo Global Management ($APO) is nearly unrecognizable from just a few years ago. (bloomberg.com)Why you can't just extrapolate PE returns into the future. (ludovicphalippou.substack.com)How GPs fund their commitments. (cashandcarried.substack.com)AIApple ($AAPL) is focused on building chips that can handle AI inference. (spyglass.org)Are we stuck with LLMs? (theatlantic.com)OpenAI is seemingly building an AI-driven smart speaker. (spyglass.org)Stay in touchDon't miss a thing! Sign up

At The Money: When Should Do-It-Yourself Investors Fire Themselves?
Analysis

At The Money: When Should Do-It-Yourself Investors Fire Themselves?

Market Expert  Jul 16, 2026

    At The Money: When Should Do-It-Yourself Investors Fire Themselves? (July 15, 2026) DIY investors have been a force in the market, pouring trillions into indexing and remaking asset management. But at a certain point in their lives, their needs become more complex and may require help. How can they tell when it’s time… Read More The post At The Money: When Should Do-It-Yourself Investors Fire Themselves? appeared first on The Big Picture.

Transcript: McKeel Hagerty, CEO and Chairman of Hagerty Insurance
Analysis

Transcript: McKeel Hagerty, CEO and Chairman of Hagerty Insurance

Market Expert  Jul 15, 2026

     The transcript from this week’s, MiB: McKeel Hagerty, CEO and Chairman of Hagerty , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.… Read More The post Transcript: McKeel Hagerty, CEO and Chairman of Hagerty Insurance appeared first on The Big Picture.

Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM: #FASuccess Ep 498 With Christine DeMao
Analysis

Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM: #FASuccess Ep 498 With Christine DeMao

Market Expert  Jul 15, 2026

Welcome everyone! Welcome to the 498th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Christine DeMao. Christine is the Chief Operating Officer of Gibson Capital, an RIA based in Wexford, Pennsylvania, that oversees approximately $3 billion in assets under management for 200 client households. What's unique about Christine, though, isRead More... The post Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM: #FASuccess Ep 498 With Christine DeMao first appeared on Kitces.com.

The 3 Tiers Of Documents That Advisory Firms Retain To Stay Compliant (And Better Serve Their Clients)
Analysis

The 3 Tiers Of Documents That Advisory Firms Retain To Stay Compliant (And Better Serve Their Clients)

Market Expert  Jul 15, 2026

Maintaining proper documentation is unlikely to be at the top of many advisors’ favorite activities. Nonetheless, accurate and thorough documentation not only can keep an advisor and their firm out of trouble with relevant regulators but also can help an advisor fulfill fiduciary responsibilities to their clients while providing evidence of their actions and recommendationsRead More... The post The 3 Tiers Of Documents That Advisory Firms Retain To Stay Compliant (And Better Serve Their Clients) first appeared on Kitces.com.

Your Google Business Profile Is Now Your Marketing Infrastructure: A Guide for Financial Advisors
Forex

Your Google Business Profile Is Now Your Marketing Infrastructure: A Guide for Financial Advisors

Market Expert  Jul 15, 2026

The post Your Google Business Profile Is Now Your Marketing Infrastructure: A Guide for Financial Advisors appeared first on FMG.

Bank of America’s stock falls despite blockbuster earnings report
Stock

Bank of America’s stock falls despite blockbuster earnings report

Market Expert  Jul 14, 2026

Shares in Bank of America shares declined in premarket trading after the banking giant posted a 15% jump in revenue vs. a year earlier.

Another warning sign is flashing for tech stocks — and this one comes from outside the U.S.
Stock

Another warning sign is flashing for tech stocks — and this one comes from outside the U.S.

Market Expert  Jul 14, 2026

What the link between the Japanese yen and U.S. stocks means for your portfolio.

These are the toughest places in America to sell a home right now
Stock

These are the toughest places in America to sell a home right now

Market Expert  Jul 14, 2026

From Miami to Seattle, homeowners are seeing their homes sit on the market for longer before getting an offer.

Lindsey Graham died from a rare heart condition. Here’s how to know if you’re at risk.
Stock

Lindsey Graham died from a rare heart condition. Here’s how to know if you’re at risk.

Market Expert  Jul 14, 2026

Aortic dissections are extremely rare; however, people with a family history or who have been diagnosed with certain genetic syndromes have an elevated risk

Why SpaceX and Tesla are ‘value’ stocks, according to this fund manager
Stock

Why SpaceX and Tesla are ‘value’ stocks, according to this fund manager

Market Expert  Jul 14, 2026

Tesla and SpaceX may be winners in the next evolution of value investing, says the president and chief investment officer of Tsai Capital, Christopher Tsai.

IBM’s stock dives toward worst day in nearly 40 years after the surprise release of an earnings miss
Stock

IBM’s stock dives toward worst day in nearly 40 years after the surprise release of an earnings miss

Market Expert  Jul 14, 2026

IBM’s stock plunges after a preliminary release of profit and revenue that were well below expectations.

Airbnb co-founder is bullish on tokenization of real-world assets — but one thing is key
Stock

Airbnb co-founder is bullish on tokenization of real-world assets — but one thing is key

Market Expert  Jul 14, 2026

Airbnb founder and CEO thinks the success of tokenizing real-world assets depends on trust embedded in the governance and trustworthiness of the hosting system itself.

JPMorgan beats profit expectations by the most in five years, as equity-markets revenue surges
Stock

JPMorgan beats profit expectations by the most in five years, as equity-markets revenue surges

Market Expert  Jul 14, 2026

JPMorgan’s stock falls, even after a big profit beat, record revenue and a raised outlook for net interest income.

My husband and I are retired. Our financial adviser, who is in his 30s, called us ‘you guyses.’ Is that unprofessional?
Stock

My husband and I are retired. Our financial adviser, who is in his 30s, called us ‘you guyses.’ Is that unprofessional?

Market Expert  Jul 14, 2026

“I’m wondering whether I should ask to work with someone closer to our generation.”

Adviser links: legacy building
Commodities

Adviser links: legacy building

Market Expert  Jul 14, 2026

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...

Monday links: true to you
Commodities

Monday links: true to you

Market Expert  Jul 14, 2026

Markets2026 is the year of the momentum stock. (awealthofcommonsense.com)Apple ($AAPL) is trading like an anti-AI stock. (finance.yahoo.com)Leveraged ETFs are boosting volatility. (cnbc.com)BankingWhere Citigroup's ($C) turnaround stands. (ft.com)Credit card 'friendly fraud,' via chargebacks, is on the rise. (bloomberg.com)Stay in touchDon't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)In wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)AIHow does 'ChatGPT Work' actually work? (spyglass.org)Why some publishers are looking to opt out of Google Search altogether. (adweek.com)CostcoCostco ($COST) is the anti-Amazon. (phenomenalworld.org)Why some new Costco locations have affordable housing attached. (nytimes.com)Earlier on Abnormal ReturnsAdviser links: legacy building. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week on Abnormal Returns. (abnormalr

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