Abnormal Returns
MARCH 25, 2024
Bonds The U.S. Treasury market is only getting bigger. (wsj.com) The yield curve has been inverted for a record amount of time. (axios.com) Junk bond issuers are rushing to refinance and extend maturities with spreads at multi-year lows. (finance.yahoo.com) Which bonds prove as the best portfolio diversifier? (morningstar.com) AI Don't let AI mumbo jumbo from a fund manager fool you.
Nerd's Eye View
MARCH 25, 2024
For the advisor leading a virtual team, the day-to-day can offer a rewarding blend of flexibility, creativity, and productivity; at the same time, though, many of the benefits of remote work can also make it challenging to build a tight-knit team culture. For example, with flexibility comes fewer synchronous interactions, which in turn can result in less innovation, team bonding, and collaboration.
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Abnormal Returns
MARCH 25, 2024
Podcasts Michael Kitces and Carl Richards talk about how to help clients find their 'enough.' (kitces.com) Daniel Crosby talks financial well-being with Philip Courtenay. (standarddeviationspod.com) The biz Goldman Sachs ($GS) wants its place at the model portfolio table. (investmentnews.com) Vanguard is not budging in its negative view on crypto products.
Wealth Management
MARCH 25, 2024
Hobby comes over from Fidelity Investments, where he served as the head of distribution for private wealth management, executive services, workplace planning and advice and stock plan services.
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.
Advisor Perspectives
MARCH 25, 2024
At a time when financial professionals are increasingly looking for differentiated alternative investment products for diversification and return benefits, these are the three things you need to know about the growing asset class.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
MARCH 25, 2024
If one wants a guaranteed store of real purchasing power to pay off a future liability or to provide a multi-year income stream such as for retirement, then a ladder of TIPS provides a much stronger guarantee than other readily available assets.
Wealth Management
MARCH 25, 2024
The trio of Sarah, William and Dexter Grafton will form Grafton Wealth Advisors by joining LPL's independent broker/dealer channel for advisors from wirehouses or full-service firms.
Calculated Risk
MARCH 25, 2024
From WardsAuto: March U.S. Light-Vehicle Sales Tracking a Steady Course with Potential Upside (pay content). Brief excerpt: If the March forecast holds firm, the first quarter will total a 15.5 million-unit seasonally adjusted annual rate, down from Q4-2023’s 15.7 million but up from like-2023’s 15.0 million. However, the forecasted steady climb in inventory should put sales in good stead to rise above 16-million-unit annualized rates for most of the remainder of 2024. emphasis added Click on gr
Wealth Management
MARCH 25, 2024
A diversified portfolio across the public and private markets remains the optimal means of achieving long-term returns for multi-generational investors.
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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.
Alpha Architect
MARCH 25, 2024
This study offers valuable information to provide insights into the underlying mechanisms driving investment behavior. For example, recognizing the impact of Neuroticism on belief formation and risk perception can help explain why some investors exhibit greater aversion to stock market volatility. Similarly, understanding how Openness influences risk preferences can shed light on why certain individuals are more willing to take investment risks than others.
Wealth Management
MARCH 25, 2024
Proactive succession planning can ensure a smooth transition and continued success.
XY Planning Network
MARCH 25, 2024
As RIA owners you face a multitude of choices and decisions every day. As a parent, choosing the right childcare center for your little one is one of the most important decisions you'll make. With so many options available, it can be challenging to determine which facility will provide the best care and support for your child's growth and development In most childcare settings you will find very similar environments, schedules, routines, and policies.
Wealth Management
MARCH 25, 2024
Reclaim your attention by embracing intentional disconnection.
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.
Advisor Perspectives
MARCH 25, 2024
Here are some reasons couples should sign a formal prenuptial agreement.
Wealth Management
MARCH 25, 2024
Ninety-two percent of advisors report that their clients have expressed interest in HYSAs.
Advisor Perspectives
MARCH 25, 2024
There is an important warning here for everyone giddy with the recent advances of generative AI. Breathtaking developments in the realm of technology do not render history obsolete. It lives on alongside the latest gadgetry, because the present is not where history ends and the future begins; it is where the past and the future fuse.
Wealth Management
MARCH 25, 2024
Wilmington Trust's Alvina Lo delves into the complexities of NFL team ownership.
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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.
Advisor Perspectives
MARCH 25, 2024
The February release for new home sales from the Census Bureau came in at a seasonally adjusted annual rate of 662,000 units, falling short of the 675,000 forecast. New home sales were down 0.3% month-over-month from a revised rate of 664,000 in January and are up 5.9% from one year ago.
Wealth Management
MARCH 25, 2024
Focusing on client’s problems, not industry solutions and jargon.
A Wealth of Common Sense
MARCH 25, 2024
Today’s Talk Your Book is brought to you by KraneShares: Today we are joined by Jonathan Shelon, Chief Operating Officer of KraneShares to discuss investing strategies surrounding China. On today’s show, we discuss: Clients most popular question about investing in China An economic update in China The buyer of last resort in China KraneShares buffered ETFs on Chinese internet Understanding the intervals of C.
Wealth Management
MARCH 25, 2024
Discover how Advyzon defied expectations to achieve top user ratings in the latest T3 study.
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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!
Advisor Perspectives
MARCH 25, 2024
The Chicago Fed National Activity Index (CFNAI) rose to +0.05 in February from -0.54 in January. All four broad categories of indicators used to construct the index increased from January and three categories made positive contributions in February. The index's three-month moving average, CFNAI-MA3, fell to -0.18 in February from -0.11 in January.
Calculated Risk
MARCH 25, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Basically Unchanged Over The Weekend Mortgage rates enjoyed a decently strong week last week, with the average top tier conventional 30yr fixed rate moving down to 6.91% by Friday from 7.09% on the previous Friday. To put today's "unchanged" headline in perspective, that same number is up to 6.92% this afternoon. [ 30 year fixed 6.92% ] emphasis added Tuesday: • At 8:30 AM ET, Durable Goods Orders for February from the Census Bureau.
Advisor Perspectives
MARCH 25, 2024
It’s budget season in Washington, which means the politicians are delivering their annual warnings about the looming Social Security crisis.
Validea
MARCH 25, 2024
For billionaire investor Warren Buffett, one stock has continued to play a pivotal role in his investment strategy over the years. It has also become his largest position by a wide margin. As you probably have already guessed, that company is Apple. Buffett, who was once hesitant to invest in technology stocks due to a lack of understanding, has become one of the largest shareholders of Apple through his conglomerate, Berkshire Hathaway.
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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.
Advisor Perspectives
MARCH 25, 2024
Seven of the eight indexes on our world watch list have posted gains through March 25, 2024. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 20.77%. The U.S.'s S&P 500 finished in second with a YTD gain of 10.02% while Germany's DAXK moved into third with a YTD gain of 8.53%.
Don Connelly & Associates
MARCH 25, 2024
As I have mentioned already on the Don Connelly 24/7 learning center, I was taught a method of selling called Professional Selling Skills (PSS) many years ago. It was and still is the bestselling course in the world. Let’s talk about the first step in giving a Professional Selling Skills presentation. That step is called the Initial Benefit Statement.
Advisor Perspectives
MARCH 25, 2024
I was attracted to finance because it promised some order amid chaos. Here was this market, with billions of transactions a day — and yet it managed to set a price for each asset, a price that put a literal number on the value of future risks, or more precisely how much people value those risks in the present day.
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