Abnormal Returns
MAY 5, 2024
Top clicks this week Widen your investing lens. (awealthofcommonsense.com) Why the stock market usually goes up. (humbledollar.com) The best investors are running their own race. (klementoninvesting.substack.com) How stocks, bonds and cash have performed over the past 30 years. (awealthofcommonsense.com) How major asset classes performed in April 2024.
A Wealth of Common Sense
MAY 5, 2024
I write a lot about bear markets. Here’s a random assortment of my greatest hits in recent years: The 2 Types of Bear Markets How Often Do Bear Markets Occur? Dollar Cost Averaging in a Bear Market Wins Again Bear Markets are Transitory We’re Still in a Bear Market You Know I focus on corrections, bear markets, and crashes because those are the truly important times for investors.
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Abnormal Returns
MAY 5, 2024
Markets Stocks have stopped going up. (sherwood.news) CEO confidence is rising. (apolloacademy.com) Strategy If you own every stock, it's harder to feel FOMO. (thefinancialbodyguard.com) How to make yourself miserable as an investor including 'Don’t change your mind.' (morningstar.com) Crafting negative financial narratives is easy. (securityanalysis.org) Berkshire Hathaway Berkshire Hathaway ($BRK.A) now holds $189 billion in cash and cash equivalents.
Million Dollar Round Table (MDRT)
MAY 5, 2024
By Clay Gillespie, CFP, CLU This is pretty simple for me: My No. 1 prospect is somebody five years from retirement. My No. 1 client is somebody who’s retired. There are a lot of people who come in and don’t know my specialty. They say, “Oh, I’ve got this problem,” and I tell them, “Those are young-people problems. I don’t deal with young-people problems.
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.
Calculated Risk
MAY 5, 2024
Weekend: • Schedule for Week of May 5, 2024 Monday: • At 2:00 PM ET, Senior Loan Officer Opinion Survey on Bank Lending Practices for April. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 10 and DOW futures are up 80 (fair value). Oil prices were up over the last week with WTI futures at $78.11 per barrel and Brent at $82.96 per barrel.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
MAY 5, 2024
From STR: U.S. hotel results for week ending 27 April As expected with Passover, U.S. hotel performance came in lower than the previous week and comparable period last year, according to CoStar’s latest data through 27 April. 21-27 April 2024 (percentage change from comparable week in 2023): • Occupancy: 65.7% (-1.2%) • Average daily rate (ADR): US$154.44 (-1.3%) • Revenue per available room (RevPAR): US$101.42 (-2.5%) emphasis added The following graph shows the seasonal pattern for the hotel o
Advisor Perspectives
MAY 5, 2024
I’m entering my annual post-SIC decompression period. I say that only half-jokingly. The last two weeks were my version of a dive deep into the sea, where you see shocking things and endure crushing pressure.
Norman Marks
MAY 5, 2024
In celebration of my novel being published and getting several nice reviews, I am pleased to announce that World-Class Internal Audit: Tales from my Journey will be free between May 6th and10th.
Advisor Perspectives
MAY 5, 2024
We’ve just come through the first quarter of 2024 – and what a quarter it was! Hard on the heels of a robust end to 2023, the S&P 500 Index rose 11% in the first quarter of this year. This is the first time since 2012 that it’s had back-to-back double-digit quarterly returns.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
The Big Picture
MAY 5, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Is artificial intelligence the great filter that makes advanced technical civilisations rare in the universe? Through the lens of SETI, we reflect on humanity’s current technological trajectory – the modest projections for L suggested here, underscore the critical need to quickly establish regulatory frameworks for AI development on Earth and the advancement of a multiplanetary society to mitigate a
Advisor Perspectives
MAY 5, 2024
We saw a dovish slant to Powell’s remarks at yesterday’s press conference, with no rate hikes in sight.
Advisor Perspectives
MAY 5, 2024
While S&P 500 index-based ETFs were down 4% in April, they remained positive for the year. We believe as more institutional and retail investors turn to ETFs, these products will further swell in size.
Advisor Perspectives
MAY 5, 2024
The current macroenvironment could spell opportunity for active bond funds as bond yields may have peaked.
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.
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