Shana Sissel, CAIA

The financial industry emphasizes investment skills in leadership selection. But leaders often struggle to balance analytical thinking with managing people effectively. In this video, my colleague Sébastien Page details five ways you can go beyond logic and methodologies to become an effective leader in asset management.

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Mike Sanders, Head of Fixed Income at Madison Investments, explains why he expects the Fed to continue cutting rates if markets remain bullish, in his interview with Oliver Renick on the Schwab Network. He also highlights the impact of geopolitical risks in the energy sector, along with the Fed's focus on inflation, labor data, and market trends as key factors in rate decisions. Watch the full interview here: https://lnkd.in/gvwiDZ9E #FederalReserve #Economy #InterestRates

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[NEW REPORT] We are pleased to share the findings from the third annual CAIS-Mercer Alternative Investment Survey. The report uncovers insights from over 500 financial advisors exploring key themes such as current allocations across key alternative asset classes and expected adjustments over the next few years. Download the full report to discover the latest trends in alternative investing. bit.ly/4gqpUYZ #AlternativeInvestments #investing #WealthManagement #investments

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Financial Professionals: An individual’s financial realities can impact asset allocation near retirement. Discover if incorporating personalization into the target date investment process can offer value and potentially improve outcomes.

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Florida Man (and Woman), Credit Card Chaos, and How To Calculate Retirement Numbers | COT 48 Join Jeff and Ron in this week's episode of the Cents of Things podcast as they discuss some interesting business decisions made by companies like Google and Blockbuster. They also dive into the hilarious world of Florida Man (and now woman) headlines. Additionally, the hosts provide valuable insights into retirement planning, breaking down how to calculate the amount needed for retirement using a simple back-of-the-napkin method.   Don't miss out on this informative and entertaining episode! Stay tuned for: Insights on business decisions made by tech giants like Google and Blockbuster Hilarious Florida Man headlines and stories A step-by-step guide to calculating the amount needed for retirement Tips on financial planning and strategies for a secure retirement Subscribe to the Cents of Things podcast for more weekly updates on business, economics, and fun stories. Don't forget to like, comment, and share your thoughts with us. We appreciate your support!   [00:01:26] Blockbuster rejecting to buy Netflix. [00:07:44] Florida man antics. [00:10:22] Retirement planning strategies.  [00:15:10] Strategies for retirement planning. [00:17:19] Retirement planning and savings goals. CLICK HERE FOR PODCAST - https://lnkd.in/gqQCMwhy   To follow Jeff Kikel: https://lnkd.in/guyC3uch www.freedomdaywealth.com   To Follow Ron Lang: https://lnkd.in/gJvBbyjA www.atlasbuildswealth.com   #centsofthings #podcast #markets #stockmarket #economy #economics #finance #investments #investing #trailingstops #atlaswealth #ronlang #jeffkikel #freedomday #financialplanning #retirementplanning #estateplanning #atlasbuildswealth #marketmanipulation #fedfutures #ratecuts #treasury #treasuries #cfo #ceo #accounting #CPA #benefits #hr #humanresources #aapl #msft #googl #nvda #sp500 #nasdaq100 #taxbrackets #irs #irsgov #tax #taxes #atlaswealth #401k #sep #solo401k #403b #tsp #taxfiling #inflation #cpi #ppi #pce #stockmarket #dowjones #sp500 #sp500index #spy #qqq #financialplanning #estateplanning #trust #estate #gifting #tod #qdro #jtwros #ronlang #atlasbuildswealth

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Patricia Janco-Tupper and I were so pleased to be invited by Dr. Debi Silber WBENC Certified WBE to her podcast where she helps individuals who have been shattered by betrayal to experience healing. On this podcast we focused on the steps #SuddenlySingle people should consider about their finances while going through this traumatic process. #AskBison #BisonWealth #AskPacky #Packy #FinancialAdvice #FinancialPlanning #SuddenlySingleWomen

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More important today than ever before.

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Amid one of the most tumultuous campaigns in living memory, the outcome of November’s US elections remains highly uncertain. Polls, and prediction and betting markets, currently lean around 60% towards Harris, leaving the outcome of the vote for the Presidency completely open. Similarly, the congressional race is too close to call, with a Republican sweep of both houses being slightly more likely than the Democrats doing the same – but with divided government the most probable outcome, whoever wins the White House. By Virginie Maisonneuve, Global CIO Equities and Sunil George, Senior Analyst at Allianz Global Investors #Equities #Tech #Politics #USElections #SiliconValley

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We discuss the "Trump Trade" and how this has affected Treasury yields and mortgage rates with our colleagues at Baird. https://lnkd.in/gcHWvQnP

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The Fed's recent 50bps rate cut has shifted the market's focus to the labor market and political landscape. With indications that more dovish actions are on the horizon, the discussion on who benefits and the potential next steps takes center stage this week. Like and subscribe for more insights! https://lnkd.in/eXtsDcmH

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The #cta world is evolving! Meb Faber talks to Douglas Greenig about Florin Court’s #hedgefund. Here is a strategy that truly is differentiated and delivers a much higher Sharpe ratio than the overall managed futures space. However, it is capacity constrained, accessible only the accredited investors, and expensive for allocators with fee constraints. At the other end of the spectrum, the SG CTA Investable Index is designed to provide efficient, accessible “beta-like” exposure to the space. Screams “core-satellite”, no? https://lnkd.in/e35cW7jG

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Another great piece by InvestmentNews' Josh Welsh covering an important (and clearly very popular) topic: 🌟 #FiduciaryCare 🌟 I was happy to add my $0.02 to the discussion along with Amanda Muse, CFP® & Charles Rowlan, CFP®, CIMA®. 👉 Here’s my take on why some advisors still use the #commision model: 1. It's sometimes easier just to drop a ticket that has a commission. 2. There could be a lack of a good commission-free alternative. While this is becoming less of an issue, there are still some financial products that don't have viable commission-free options. 3. The “advisors” are really just salespeople looking to maximize their commissions and keep their compensation opaque. In other words… they are PINOs (Planners In Name Only). 🔹Are any of these reasons invalid? 🔹Did I miss any reasons? And... for the record... I am a fee only advisor (no 7, no insurance license), but, I do believe: 1. You CAN be a fiduciary and use commissions (I think it's tricky, but, doable) 2. Not ALL commission based advisors are PINOs. In fact... I suspect that PINOs are the minority... but... still around for sure... I’d love to hear from: Knut A Rostad, MBA, George D. Kinder, David H. Kinder, RFC®, ChFC®, CLU®, Barclay Sisk, Andy Panko, CFP®, RICP®, EA, Dr. Preston D. Cherry, AFC®, CFT™, CFP®, Scott MacKillop #Fiduciary #RIA #Wealthmagement #FinancialAdvisors

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65 Comments

"The article also conflates voting support with quality in its assertion that a low vote likely indicates that a proposal does not meet a fiduciary standard worthy of investor support. The right of shareholders to file proposals on emerging risks sometimes leads to a few investors, a minority voice, to demonstrate prescience and foresight that management and fellow investors may neglect at great cost. The poorly supported proposals later proved to be highly material." There are so many examples of shareholder proposals being prescient! I think of it as a service to companies to let them know what more traditional investors will be thinking about in the years ahead.

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An approach to fixed income asset allocation in today’s environment of rate and inflation uncertainty.

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