Calculated Risk

SEPTEMBER 7, 2024

Today, in the Calculated Risk Real Estate Newsletter: House Price Weekend: Case-Shiller: National House Price Index Up 5.4% year-over-year in June Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for June ("June" is a 3-month average of April, May and June closing prices). June closing prices include some contracts signed in February, so there is a significant lag to this data.

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Abnormal Returns

SEPTEMBER 7, 2024

AVs When (and how) human operators step in for driverless cars. (nytimes.com) How self-driving cars could backfire from an environmental perspective. (theverge.com) Transport Electric school buses are the future. (vox.com) A wind-powered cargo ship just crossed the Atlantic. (fastcompany.com) Batteries are coming for your boat. (apnews.com) Fire Building codes need to change to reduce wildfire risks.

Financial Advising 275

Financial Advising Transportation Food Manufacturing 275

Calculated Risk

SEPTEMBER 7, 2024

The key economic report this week is the August Consumer Price Index (CPI). -- Monday, September 9th -- No major economic releases scheduled. -- Tuesday, September 10th -- 6:00 AM: NFIB Small Business Optimism Index for August. 8:00 AM: Corelogic House Price index for July -- Wednesday, September 11th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. 8:30 AM: The Consumer Price Index for August from the BLS.

Economics 189

Economics Accounting 189

Advisor Perspectives

SEPTEMBER 7, 2024

Despite what you may have heard from the doomers, the US labor market is hardly falling apart at the seams. Layoffs are still extraordinarily low and a report Friday showed that the overall unemployment rate slipped to just 4.2%.

Marketing 59

Marketing Marketing 59

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International College of Financial Planning

SEPTEMBER 7, 2024

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CFP Certification Certified Financial Planner Financial Planning 52

Random Roger's Retirement Planning

SEPTEMBER 7, 2024

In 2022 we wrote a couple of posts about the Dragon Portfolio which an interesting idea inspired by the Permanent Portfolio which allocates 25% each to stocks, long bonds, cash and gold. Dragon is similar to the Cockroach Portfolio in that it is offered at a high minimum to sophisticated investors. Maybe. As I look at the Dragon website , pages are not populating correctly and I found some hits on Google that talked about outflows due to poor performance.

Portfolio 52

Portfolio Asset Allocation Assets Taxes 52

Advisor Perspectives

SEPTEMBER 7, 2024

We think the decline in the S&P 500 Index on Tuesday may be more technical than fundamental.

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The Big Picture

SEPTEMBER 7, 2024

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How Machines Learned to Discover Drugs : The A.I. revolution is coming to a pharmacy near you. ( New Yorker ) • The Rise and Fall (and Rise) of Pixar : Revisiting the studio’s early highs (one lunch led to $6B at the box office), creative struggles (stale IP, original flops) and why “Inside Out 2” could trigger a renaissance. ( SatPost by Trung Phan ) • How Lon

Nonprofit 173

Nonprofit Wealth Management Engineering Distribution 173

Advisor Perspectives

SEPTEMBER 7, 2024

After two days of record sales in the US blue-chip corporate debt market, another 11 companies are looking to sell bonds on Thursday, and demand for the securities is holding strong by key measures.

Sales 52

Sales Marketing Marketing 52

Advisor Perspectives

SEPTEMBER 7, 2024

Gold is typically an asset that doesn’t generate yield, but there are ETFs that deliver yield on a gold position through options.

Assets 40

Assets 40

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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

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Advisor Perspectives

SEPTEMBER 7, 2024

The concept of portable alpha is over 40 years old. And while it has evolved through various forms over that time, it continues to be a valuable portfolio tool for institutional investors. Arguably, the most popular iteration right now is adding alpha expected from hedge funds on top of synthetic beta exposure.

Portfolio 40

Portfolio 40

Advisor Perspectives

SEPTEMBER 7, 2024

Former President Donald Trump’s proposals for targeted tax breaks are resonating with battleground-state voters, who overwhelmingly approve of his ideas to eliminate taxes on tipped income and retirement benefits.

Taxes 52

Taxes Retirement 52