Abnormal Returns

JANUARY 30, 2024

Markets Should you invest in stocks when they are at all-time highs? (ofdollarsanddata.com) It's not just tech stocks that are working. (allstarcharts.com) Finance Is Reddit really meant to be a public company? (advisorperspectives.com) How much capital can be effectively deployed in the clean energy space? (ft.com) Pharma Vertex Pharmaceuticals ($VRTX) has developed an effective painkiller that seemingly does not risk addiction.

Pharmaceutical 198

Pharmaceutical Financial Advising Economy Media 198

Nerd's Eye View

JANUARY 30, 2024

Welcome back to the 370th episode of the Financial Advisor Success podcast ! My guest on today's podcast is Tim Goodwin. Tim is the founder of Goodwin Investment Advisory, an RIA based in Woodstock, Georgia, that oversees $275M in assets under management for 370 client households. What's unique about Tim, though, is how he leaned into Search Engine Optimization (SEO) – Google Reviews in particular – coupled with paid search ads to capture consumers actually searching for "financial a

Financial Advisor 191

Financial Advisor Clients Compliance Engineering 191

Abnormal Returns

JANUARY 30, 2024

Momentum Does the distance between 21- and 200-day moving averages help predict equity returns? (alphaarchitect.com) Design matters a lot when it comes to CTA momentum-style strategies. (quantpedia.com) Quant stuff How to calculate the risk-free rate implicit in options prices. (papers.ssrn.com) Counterparty risk is real in markets and sports betting.

Investing 179

Investing Investments Marketing Marketing 179

A Wealth of Common Sense

JANUARY 30, 2024

Some money stuff I’ve been thinking about lately: 1. Freedom is overrated as a financial goal. There are plenty of billionaires who can do whatever they want, whenever they want and spend as much money as they want. Many of these people still seem miserable or don’t take advantage of their perceived freedom. Financial contentment is a better goal than financial freedom. 2. ‘Money can’t buy happines.

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Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

Calculated Risk

JANUARY 30, 2024

From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 9.0 million on the last business day of December , the U.S. Bureau of Labor Statistics reported today. Over the month, the number of hires and total separations were little changed at 5.6 million and 5.4 million, respectively. Within separations, quits (3.4 million) and layoffs and discharges (1.6 million) changed little. emphasis added The following graph shows job openings (black line), hires (da

Numbers 115

Numbers Economy Marketing Marketing 115

Calculated Risk

JANUARY 30, 2024

S&P/Case-Shiller released the monthly Home Price Indices for November ("November" is a 3-month average of September, October and November closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Upward Trend Decelerates in November The S&P CoreLogic Case-Shiller U.S.

Assets 114

Assets Marketing Marketing 114

Wealth Management

JANUARY 30, 2024

The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. Asset managers that historically catered to institutions continue to roll out new products aimed at advisors, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

Investing 105

Investing Investments Wealth Advisor Assets 105

Calculated Risk

JANUARY 30, 2024

Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 5.1% year-over-year in November Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for November ("November" is a 3-month average of September, October and November closing prices). November closing prices include some contracts signed in July, so there is a significant lag to this data.

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Advisor Perspectives

JANUARY 30, 2024

The latest economic data for the US are better than most dared hope a year ago. Inflation has fallen much faster than the Federal Reserve expected, and so far without the abrupt economic slowdown and higher unemployment that many economists thought likely.

Economics 98

Economics 98

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Banking

The Irrelevant Investor

JANUARY 30, 2024

Today’s Animal Spirits is brought to you by Kraneshares: See here for Kraneshare’s latest 2024 outlooks on China, the carbon market, and managed futures. See here to register for the Future Proof Retreat in March! On today’s show, we discuss: Plummeting inflation raises new risk for Fed: Rising real interest rates GDP, fourth quarter and year 2023 Young people have a lot more wealth than we thought The sec.

Management 97

Management Marketing Marketing 97

Discipline Funds

JANUARY 30, 2024

One of the main drivers in the falling rate of inflation has been the consistently softening labor market. The Covid stimulus and recovery resulted in a huge employment surge. The unique nature of the boom and the work from home policies gave workers unprecedented negotiating power. For a brief moment in time it even looked like a return of the 1970s and a wage price spiral was a real possibility.

Marketing 94

Marketing Marketing 94

Wealth Management

JANUARY 30, 2024

There’s plenty of room for unique exchange-traded funds in a world of passive index investing despite the demise of two inspired by the CNBC host.

Investing 103

Investing Investments 103

Million Dollar Round Table (MDRT)

JANUARY 30, 2024

By Robert Abbate, FICS, CSA If you work hard as a financial advisor, you’ll likely reach some level of success. Yet, you may not reach your highest potential, and you may experience a lot of frustration if your only strategy is working as many hours as you can. This might feel as if you’re constantly running on a treadmill. If, however, you create and execute a thoughtful business strategy, you can multiply your success with intention and with a lot less frustration.

Financial Advisor 79

Financial Advisor Business Planning Planning Management 79

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

Wealth Management

JANUARY 30, 2024

Savvy Wealth Investment Management is the latest update to the RIA’s responsive, tech-driven platform.

Management 117

Management Investing Investments 117

Calculated Risk

JANUARY 30, 2024

The Census Bureau released the Residential Vacancies and Homeownership report for Q4 2023 today. The results of this survey were significantly distorted by the pandemic in 2020. This report is frequently mentioned by analysts and the media to track household formation, the homeownership rate, and the homeowner and rental vacancy rates. However, there are serious questions about the accuracy of this survey.

Numbers 71

Numbers Media Sales 71

Wealth Management

JANUARY 30, 2024

Suppose presidential candidates were genuinely interested in addressing retirement insecurity. Could they find common ground?

Retirement 105

Retirement 105

Walkner Condon Financial Advisors

JANUARY 30, 2024

Did the Fed pull it off? Are we experiencing the “soft landing” that we’ve been hearing about? Is this the mid-90s again, where Alan Greenspan was leading the charge to a soft landing? Many have heard or read about a soft landing in the news, but some may not have an actual definition of what it means. One definition , according to a speech delivered by Tom Barkin, the President of the Federal Reserve Bank of Richmond, is “where inflation completes its journey back to normal levels while the ec

Economy 75

Economy Financial Advisor Banking Economics 75

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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.

Banking

Wealth Management

JANUARY 30, 2024

It's focusing on recruiting those with specialized tax expertise.

Recruitment 120

Recruitment Taxes 120

Advisor Perspectives

JANUARY 30, 2024

The Federal Housing Finance Agency (FHFA) house price index (HPI) continued to increase in November, coming in at 417.4. U.S. house prices increased by 0.3% from the previous month and by 6.6% from one year ago. After adjusting for inflation, the real index is up 0.4% month-over-month and up 5.1% year-over-year.

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Wealth Management

JANUARY 30, 2024

Fundamental principles still apply regardless of structure.

Valuation 107

Valuation 107

Advisor Perspectives

JANUARY 30, 2024

The Conference Board's Consumer Confidence Index® hit a two year high in January after climbing 6.8 points. The index increased to 114.8 from December's downwardly revised 108.0. This month's reading was lower than expected, falling short of the 115.0 forecast.

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Accounting

Calculated Risk

JANUARY 30, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:15 AM, The ADP Employment Report for January. This report is for private payrolls only (no government). The consensus is for 130,000 payroll jobs added in January, down from 164,000 added in December. • At 9:45 AM: Chicago Purchasing Managers Index for January.

Government 61

Government Management 61

Advisor Perspectives

JANUARY 30, 2024

Home prices continued to trend upwards in November, albeit at a slower pace, as the benchmark 20-city index rose for a tenth consecutive month. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.1% increase month-over-month (MoM) and a 5.4% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -0.4% and the YoY was reduced to -1.2%.

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Trade Brains

JANUARY 30, 2024

Inside Bar Strategy : As a trader spotting exact opportunities in all market conditions needs the exact understanding of price movements. All the strategies prevalent in the market have their functionality in varying market conditions In this article, we shall discuss one of the prominent candlestick patterns i.e., the inside bar pattern. We shall explore the meaning, formation, and strategy with examples of charts for better understanding.

Risk Management 59

Risk Management Marketing Marketing Management 59

Advisor Perspectives

JANUARY 30, 2024

The latest job openings and labor turnover summary (JOLTS) report showed that job openings rose to a 3-month high in December. Vacancies increased to 9.026 million from November's upwardly revised level of 8.925 million. The latest reading was higher than the expected 8.750 million vacancies.

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Creating a winning digital lending experience requires plenty of focus on the needs of customers and more. Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.

Communication

Wealthfront

JANUARY 30, 2024

There’s a saying in investing: “As January goes, so goes the year.” Known as the “January barometer,” this adage suggests that the US stock market’s performance in January can help predict positive or negative returns for the remainder of the year. Specifically, if the US stock market has positive returns in January, the theory suggests […] The post The “January Barometer”: What You Need to Know appeared first on Wealthfront Blog.

Investing 59

Investing Investments Marketing Marketing 59

Advisor Perspectives

JANUARY 30, 2024

Over the last decade, the general trend has been consistent: The rate of homeownership has struggled. The Census Bureau released its latest quarterly report for Q4 2023 showing the latest homeownership rate is at 65.7%, down 0.2% from Q3 2023.

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Wealth Management

JANUARY 30, 2024

Developments from 1999 through 2019.

Valuation 107

Valuation Taxes 107