Market Expert
Last seen: 5 months ago
The 3 Tiers Of Documents That Advisory Firms Retain To ...
Maintaining proper documentation is unlikely to be at the top of many advisors’ favorite activities. Nonetheless, accurate and tho...
Your Google Business Profile Is Now Your Marketing Infr...
The post Your Google Business Profile Is Now Your Marketing Infrastructure: A Guide for Financial Advisors appeared first on FMG.
These are the toughest places in America to sell a home...
From Miami to Seattle, homeowners are seeing their homes sit on the market for longer before getting an offer.
My husband and I are retired. Our financial adviser, wh...
“I’m wondering whether I should ask to work with someone closer to our generation.”
JPMorgan beats profit expectations by the most in five ...
JPMorgan’s stock falls, even after a big profit beat, record revenue and a raised outlook for net interest income.
Airbnb co-founder is bullish on tokenization of real-wo...
Airbnb founder and CEO thinks the success of tokenizing real-world assets depends on trust embedded in the governance and trustwo...
Another warning sign is flashing for tech stocks — and ...
What the link between the Japanese yen and U.S. stocks means for your portfolio.
IBM’s stock dives toward worst day in nearly 40 years a...
IBM’s stock plunges after a preliminary release of profit and revenue that were well below expectations.
Why SpaceX and Tesla are ‘value’ stocks, according to t...
Tesla and SpaceX may be winners in the next evolution of value investing, says the president and chief investment officer of Tsai ...
Lindsey Graham died from a rare heart condition. Here’s...
Aortic dissections are extremely rare; however, people with a family history or who have been diagnosed with certain genetic syndr...
Bank of America’s stock falls despite blockbuster earni...
Shares in Bank of America shares declined in premarket trading after the banking giant posted a 15% jump in revenue vs. a year ear...
Adviser links: legacy building
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a lo...
Monday links: true to you
Markets2026 is the year of the momentum stock. (awealthofcommonsense.com)Apple ($AAPL) is trading like an anti-AI stock. (finance....
Introducing New CE-Eligible Podcast And Level Up Case-S...
As markets bounce back from spring turmoil to new record highs this summer, and growth of financial advisory firms continues unhin...
Is it better to spend my savings now so I can delay tak...
“By claiming earlier, I could preserve more of my portfolio and allow those assets to continue compounding.”
The stock-market rally now hinges more on AI than oil
As earnings season kicks off, AI investment remains front and center.
The No. 1 decision for aging retirees: Stay at home or ...
Why staying in your longtime home requires more planning than you think.
Earnings estimates have been following an unusual patte...
Analysts generally lower their estimates in the months before earnings. But thanks to the energy and tech sectors, expectations ha...