Resilient Advisor

We're #hiring a new Digital Media Specialist (Part-Time) in Marietta, Georgia.

Daniel Crosby, Ph.D. came on the podcast earlier this fall to discuss his new book, The Soul of Wealth. This has been one of our most popular podcasts this year! With Jay Coulter, CFP®, CIMA® #behavioralfinance

This week's Saturday Note from Jay Coulter, CFP®, CIMA®.

My friends at Titleist Asset Management, LLC. are on fire this year! ➡ Crossed the $2B AUM threshold this month. ➡ Financial Advisor Magazine ranked them the 22nd fastest growing RIA last year and I am confident they will be ranked higher this year. ➡ Citywire ranked them as one of the 'Fastest Growers in 2024.' Catch their RIA Stories episode from Resilient Advisor: https://lnkd.in/g8fYxaUa Link to the Yahoo Press Release: https://lnkd.in/g_6ifVW6 Citywire RIA Titleist Advisor Network Byron Fields J.B. O'Banion Dave Smidebush Neil Kalb Rusty King Kam Kronenberg Ana Sanchez Cam Blake Katarina Partalas Hayden Brown

Lawrence McDonald on the prospects of another lost decade for stocks and the problem with these extreme market valuations. 🔵 From a recent interview on the Resilient Advisor. 🔵 Check out Larry's The Bear Traps Report: https://lnkd.in/eDvGhPY5 🔴 Grab a copy of Larry's new book: https://lnkd.in/eFQDSNAU

On this episode of Resilient Advisor, I sat down with Larry McDonald, author of How to Speak When Markets Listen, for a powerful conversation on the challenges and opportunities facing investors today. We explore the future of the U.S. currency, extreme equity valuations, and the critical role of 52-week highs and lows in portfolio management. Larry’s unique insights offer valuable guidance for navigating today’s volatile markets. Plus, we discuss Larry’s latest book and his approach to understanding market signals. About Larry: The Bear Traps Report, created in 2009 by NY Times bestselling author Larry McDonald, now has over 1000 subscribers worldwide enjoying a political-risk overview across all asset classes. His book - "A Colossal Failure of Common Sense" - just ranked top 20 all time by the CFA Institute, featured in Netflix Academy Award Winner - "Inside Job." Larry has been a CNBC Contributor since 2013. Check out Larry's Bear Traps Report: https://lnkd.in/eDvGhPY5 Grab a copy of Larry's new book: https://lnkd.in/eFQDSNAU #Investing #Podcast #ResilientAdvisor #LarryMcDonald #MarketTrends

Jesse Livermore was one of the best traders to ever live...and one of the first people to master Behavioral Finance. Joshua Brown explains in this clip from a recent interview. Grab a copy of Josh's new book: https://lnkd.in/ec5PBaDV #investing #trading

Tomorrow we release our Resilient Advisor interview with Ritholtz Wealth Management CEO Joshua Brown. It was not without hiccups as you can see from this clip! Live on LinkedIn at 11.00EST!

We are hiring for a couple of roles at Opal Capital & Resilient Advisor. If you know any great candidates please send them our way! 🚩 Operations & Trading Associate: https://lnkd.in/eaMX2cBw 🚩 Digital Media Specialist (Part Time): https://lnkd.in/eZQjdW3g

Did the Fed cut too early? I think they did and today's data is confirming my concerns. The Fed's mandate is maximum employment and price stability. Consider these simple data points: ⬆ Unemployment: 4.2% and trending up but well below historical averages. ⬇ CPI < 3% and trending down...before today. Austin Graff, CFA: "The Fed is being bullied by the markets." The markets should trend higher with the Fed lowering rates. Adam Muller: "The tail is wagging the dog." They felt compelled to take action for some reason. Is the Fed independent from market pressures? Opal Capital #investmentinsights #investing #fed