Nerd's Eye View
MARCH 29, 2024
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey suggests Americans are increasingly prioritizing work-life balance over higher salaries, with 2/3 of respondents indicating that they would rather work at a job that they loved rather than a job they disliked but paid more money.
Meb Faber Research
MARCH 29, 2024
Guest: Steve Edmundson is the Chief Investment Officer at the Public Employees’ Retirement System of Nevada (NVPERS), overseeing over $60 billion in assets. Recorded: 3/18/2024 | Run-Time: 48:01 Summary: As pension funds continue to hire more employees, pay more and more fees and build more complex portfolios, Steve is an outlier for his approach that emphasizes […] The post Episode #526: Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy appeared first on Meb Faber
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A Wealth of Common Sense
MARCH 29, 2024
I got a new credit card this week. What can I say? I’m a sucker for a good sign-up bonus and the free bags on American flights will basically pay for the annual fee. A new card always comes with a lot of paperwork. They have all sorts of numbers to run by you, along with plenty of fine print. As a personal finance junkie, I always like to thumb through this stuff.
Wealth Management
MARCH 29, 2024
In a gender-based look at saving for retirement, the bank found some signs of improvement amid ongoing challenges faced by women.
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
MARCH 29, 2024
From the BEA: Personal Income and Outlays for February: Personal income increased $66.5 billion (0.3 percent at a monthly rate) in February , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $50.3 billion (0.2 percent) and personal consumption expenditures (PCE) increased $145.5 billion (0.8 percent).
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Alpha Architect
MARCH 29, 2024
Strong empirical evidence demonstrates that momentum (both cross-sectional and time-series) provides information on the cross-section of returns of many risk assets and has generated alpha relative to existing asset pricing models. Economic Momentum was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
MARCH 29, 2024
Christopher Turean used the money he embezzled from an unnamed client to gamble and pay down a home equity loan, according to the Department of Justice.
Clever Girl Finance
MARCH 29, 2024
When you are paid on a biweekly basis, it may make sense to create a biweekly budget. A biweekly budget is perfect for those who get paid every other week. You can structure your budget around your paychecks so you don’t miss anything with your money, and you can find out how here! Table of contents What is a biweekly budget? How does a biweekly budget work?
Wealth Management
MARCH 29, 2024
Plus multiple enhancements at Interactive Brokers; FP Alpha and PreciseFP, and EagleBrook and Franklin Templeton deepen partnerships respectively.
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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.
Random Roger's Retirement Planning
MARCH 29, 2024
Return Stacked ETFs wrote a short paper in support of their ETF suite about how to incorporate return stacking into a portfolio. For anyone new, return stacking, also known as capital efficient, involves leverage to build a diversified portfolio. Return Stacked currently has three funds. RSBT is 100% bonds and 100% managed futures. RSST is 100% equities and 100% managed futures.
Wealth Management
MARCH 29, 2024
Mohan Gurupackiam, CIO of $32 billion AUM Steward, shares how evaluating and adopting new technology strengthens the firm.
Clever Girl Finance
MARCH 29, 2024
When you’re budgeting and want to boost your savings, the last thing you might consider doing is spending more money. But there are situations where choosing quality over quantity can actually help you save more in the long run. Keep reading to learn more! Table of contents Quality over quantity meaning How spending more can save you money in the long run 10 Quality over quantity examples Expert tip: Be consistent in your choices on quality Why choosing quality improves your life: 6 Reasons What
Wealth Management
MARCH 29, 2024
After passing $7 billion in 2024, ASN has added two teams and another $135 million in assets.
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.
Clever Girl Finance
MARCH 29, 2024
Interest is no fun unless you are earning it. When you have to pay for it, it can be a major hindrance. It’s even worse when you have capitalized interest that starts to compound. So how do you avoid that? Keep reading to learn more about how capitalized interest works and how borrowers can avoid it or pay it off on their student loans. Table of contents What is capitalized interest?
Calculated Risk
MARCH 29, 2024
Here is a graph of the year-over-year change in shelter from the CPI report and housing from the PCE report this morning, both through February 2024. CPI Shelter was up 5.8% year-over-year in February, down from 6.1% in January, and down from the cycle peak of 8.2% in March 2023. Housing (PCE) was up 5.8% YoY in February , down from 6.1% in January, and down from the cycle peak of 8.3% in April 2023.
Trade Brains
MARCH 29, 2024
Bharti Hexacom IPO Review 2024: Bharti Hexacom is coming up with its IPO issue of Rs. 4,275 Cr which will open on 3rd April 2024. The issue will close on 5th April and be listed on the exchange on 12th April 2024. This article will analyze the Financials, GMP, strengths and weaknesses of the Bharti Hexacom Limited IPO Review 2024. Keep reading to find out!
Calculated Risk
MARCH 29, 2024
From BofA: 1Q GDP tracking remained at 2.2% q/q saar largely due to downward revisions to core capital goods orders and shipments and lower than expected core capital goods shipments being offset by higher than expected manufacturing inventories in the February durable goods print [Mar 28th estimate] emphasis added From Goldman: After incorporating this morning’s data and yesterday’s GDP release, we have increased our Q1 GDP tracking estimate by 0.3pp to +2.1% (qoq ar) , reflecting stronger cons
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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 29, 2024
Pending sales of previously-owned homes in the US recovered last month after declining at the start of the year, adding to evidence that the housing market is gradually improving.
Sara Grillo
MARCH 29, 2024
If you are frustrated by marketing failures, or feel like you are throwing away money on marketing that doesn’t work, here are the reasons why. Stop throwing money away! Question from a subscriber: “ I spent $1k on marketing and got zero leads. Should I stop marketing ?” Nah. You should not necessarily stop marketing, but you should press the “pause” button until you figure out why it failed.
NAIFA Advisor Today
MARCH 29, 2024
Out of the work that NAIFA has done through its Limited & Extended Care Planning Center spearheaded by Carroll Golden , best-selling author of three books on funding a dignified life and caregiving, as well as the organizer of NAIFA's Legislative Working Group that focuses on state and federal issues that will affect producers, we are proud to announce that we're continuing to expand our work in the Medicare space by partnering with Medicarians Vegas 2024.
Sara Grillo
MARCH 29, 2024
Question from a member, “I have less than 500 followers on LinkedIn. Should I get 500 just so my profile page says “500+ followers?“ While it’s important to grow your network on LinkedIn, “growth for growth’s sake” doesn’t make any sense. I’d rather see you have 30 connections if they are on the same mission […] To access this post, you must purchase Membership Prime Portal.
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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!
Calculated Risk
MARCH 29, 2024
Today, in the Calculated Risk Real Estate Newsletter: FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores A brief excerpt: Here are some graphs on outstanding mortgages by interest rate, the average mortgage interest rate, borrowers’ credit scores and current loan-to-value (LTV) from the FHFA’s National Mortgage Database through Q4 2023 (released this morning).
Sara Grillo
MARCH 29, 2024
Here’s how to handle a financial planning fee objection. Don’t get talked down – follow these steps! Financial planning fees can be hard to justify Question from a subscriber: “Prospects all say my financial planning fee is too high, and try to negotiate down.” The issue here is most likely they have no idea what they are actually getting for the financial planning fee they are about to pay.
Advisor Perspectives
MARCH 29, 2024
Ray Dalio warned that China should cut its debt and ease monetary policy or face “a lost decade.
Abnormal Returns
MARCH 29, 2024
Huberman The profile of star podcaster Andrew Huberman that everyone is talking about. (nymag.com) Why you should be wary of health advice from podcasters. (slate.com) You should be careful who you take moral advice from. (insidehook.com) Business Derek Thompson talks with Robinson Meyer about the threat facing Detroit automakers on EVs. (theringer.com) Joe Weisenthal and Tracy Alloway talk with Austin Frerik author of "Barons: Money, Power, and the Corruption of America's Food Industry.
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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 29, 2024
Federal Reserve Chair Jerome Powell’s increasing focus on protecting the job market is encouraging a swath of bond traders putting bets on inflation rates to remain elevated.
Darrow Wealth Management
MARCH 29, 2024
If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes. In years when not subject to the AMT, you can receive an AMT credit. The credit reduces your tax liability to reflect prepaid tax. Here’s a summary of how exercising ISOs can trigger the alternative minimum tax – with examples.
Advisor Perspectives
MARCH 29, 2024
Now that gambling has taken a dark turn. Since the Supreme Court’s 2018 decision ending the prohibition on sports gambling in most states, March Madness betting has become easier and more accessible. As a result, more people are betting not against their coworkers, but through online gambling sites.
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