Abnormal Returns
JUNE 27, 2023
Strategy High uncertainty decisions, like investing, are by definition difficult. (behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? (monevator.com) Companies IBM ($IBM) keeps acquiring smaller companies to seemingly very little effect. (bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success.
Nerd's Eye View
JUNE 27, 2023
Welcome back to the 339th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Eric Roberge. Eric is the Founder and CEO of Beyond Your Hammock, an independent RIA based in Boston, Massachusetts, that oversees $47 million in assets under management for more than 80 client households. What's unique about Eric, though, is how, 10 years after launching his firm and enjoying strong and steady growth, he hit a capacity wall as a solo advisor and suddenly found the busines
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The Reformed Broker
JUNE 27, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: â–ºFlows is Back – “ICI reported a $22B estimated net-inflow into domestic equity mutual funds plus ETFs” â–ºHigher or Lower? – Our viewers believe the market will go up from here.
Abnormal Returns
JUNE 27, 2023
Factors Can the use of factors provide higher sustainable retirement withdrawal rates? (wealthmanagement.com) Why anomalies are weakening over time. (alphaarchitect.com) Who actually takes advantage of factors? (mrzepczynski.blogspot.com) Diversifiers Preferred stock funds are not great portfolio diversifiers. (insights.finominal.com) There is a near-zero correlation between managed futures and value returns.
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.
The Reformed Broker
JUNE 27, 2023
Final Trades: Lockheed Martin, Robinhood, and more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
MarketWatch
JUNE 27, 2023
The home construction sector traded unanimously higher into record territory in morning trading Tuesday, after data showing a big surprise month-over-month jump in new home sales for May, compared with expectations of a slight decline. The iShares U.S. Home Construction exchange-traded fund ITB powered up 1.9% in morning trading, with all 48 of its equity components trading higher.
Wealth Management
JUNE 27, 2023
As the amount of troubled loans mounts, real estate lenders are revisiting strategies from the Great Recession to avoid taking back the keys on some assets.
Calculated Risk
JUNE 27, 2023
S&P/Case-Shiller released the monthly Home Price Indices for April ("April" is a 3-month average of February, March and April 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 Continued Gains in April The S&P CoreLogic Case-Shiller U.S.
Integrity Financial Planning
JUNE 27, 2023
In today’s fast-paced world, ensuring financial stability for future generations can be a daunting task. However, it is a common goal for retirees to create and maintain generational wealth in retirement. What better way to leave a legacy than to provide financial security? That’s why this article will provide valuable tips and insights to help retirees build a legacy for their families and future generations.
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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.
Calculated Risk
JUNE 27, 2023
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales increase to 763,000 Annual Rate in May Brief excerpt: The next graph shows new home sales for 2022 and 2023 by month (Seasonally Adjusted Annual Rate). Sales in May 2023 were up 20.0% from May 2022. Year-to-date sales are down 4.7% compared to the same period in 2022. As expected, new home sales were up year-over-year in May.
Advisor Perspectives
JUNE 27, 2023
When Saudi Arabia needs to quickly convince the oil market that supply is tightening, putting upward pressure on prices, nothing beats reducing its crude exports into the US.
Wealth Management
JUNE 27, 2023
Several publications look at what's happening with Vornado Realty Trust's mega-project near Penn Station in New York City. Armada ETF Advisors has launched a new ETF vehicle targeting the most successful private REITs in the public market, according to Commercial Observer. These are among today’s must reads for real estate investors from around the industry.
Clever Girl Finance
JUNE 27, 2023
Are you looking for a way to make extra income? With many companies embracing work from home, it’s the perfect time to look at online part-time jobs to give you more freedom and flexibility in your life. Table of contents 1. Customer service representative 2. Remote IT technician 3. Bookkeeper 4. Accountant 5. Online therapist 6. Paralegal 7. Administrative associate 8.
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.
Wealth Management
JUNE 27, 2023
Bluespring's new program is designed to help partner firms gain more convertible leads while shortening the time between outreach and onboarding.
Million Dollar Round Table (MDRT)
JUNE 27, 2023
By David Podell You don’t go to a cardiologist because your knee hurts. Instead, your general practitioner may have referred you to that cardiologist to diagnose a specific heart problem. We want our clients, our prospects and those who refer us to understand what we’re great at and that we’re specialists in that field, much like cardiologists are specialists in their field.
Wealth Management
JUNE 27, 2023
Established in 2007, a private equity capital investment by Corsair Capital recently kicked off a new phase of growth for the firm.
Advisor Perspectives
JUNE 27, 2023
The Conference Board's Consumer Confidence Index ® jumped to 109.7 in June from May's upwardly revised reading of 102.5. This month's reading was better than expected, exceeding the 104.0 forecast. The latest figure is the index's highest reading since January 2022.
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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.
Wealth Management
JUNE 27, 2023
Sargent Investment Group expects to move the majority of its assets from TD Ameritrade/Schwab to Goldman Sachs by the end of the year.
Clever Girl Finance
JUNE 27, 2023
In today’s fast-paced world, developing good work habits is crucial for achieving success in your career. Good work habits will help you stand out, make a good impression on your employers, and in addition, leave a positive impact wherever you go. Table of contents 1. Punctuality 2. Be organized and plan ahead 3. Pay attention to the details 4. Take the initiative 5.
Wealth Management
JUNE 27, 2023
Global wealth declined 4% last year, the first drop since 2008, according to a Boston Consulting Group study.
The Irrelevant Investor
JUNE 27, 2023
Today’s Animal Spirits is brought to you by YCharts: Go here to check out YCharts latest research on which portfolios and asset classes perform best during Fed Rate Hike Cycles. On today’s show, we discuss: Is the Inflation Battle Won? Not Yet. Where’s the Recession We Were Promised? Bitcoin Bonanza on Tap if BlackRock ETF Is Approved There Were Fewer Homes for Sale in May Than Any Other Month on Record Millennial.
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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
JUNE 27, 2023
Evidence on actual spending behavior suggests that real spending falls with age. If that’s true, people need to save less for retirement than we think.
MarketWatch
JUNE 27, 2023
Shares of Nvidia Corp. NVDA and Advanced Micro Devices Inc. AMD slumped in the extended session Tuesday following a report that the Biden administration is considering a new ban of sales of AI chips to China. Late Tuesday, the Wall Street Journal reported the Commerce Department could further block sales of AI chips to China without obtaining a special license first.
Advisor Perspectives
JUNE 27, 2023
Travel on all roads and streets increased in April. The 12-month moving average was unchanged month-over-month and was up 0.2% year-over-year. If we factor in population growth, the 12-month MA of the civilian population-adjusted data (age 16-and-over) was down 0.1% MoM and down 0.9% YoY.
MarketWatch
JUNE 27, 2023
Shares of Walgreens Boots Alliance Inc. WBA tumbled 10.2% in morning trading Tuesday, enough to pace both the Dow Jones Industrial Average’s DJIA and the S&P 500’s SPX losers. The stock’s selloff comes after the drugstore chain and health care services company’s reported fiscal third-quarter profit that missed expectations and slashed its full-year outlook.
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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.
Wealth Management
JUNE 27, 2023
Do ‘digital engagement practices’ actually benefit investors?
MarketWatch
JUNE 27, 2023
Delta Air Lines Inc. DAL raised guidance for 2023 and reiterated its guidance for 2024 in a presentation released ahead of an analyst day later Tuesday. The carrier said it’s now expecting 2023 per-share earnings to come in at the top of its range of $5 to $6 and for free cash flow to total $3 billion, up from $2 billion previously. The air line is expecting return on invested capital of more than 13%, compared with earlier guidance of low double-digit growth.
Steve Sanduski
JUNE 27, 2023
Guest: Mark McGrath, CFP® , an advisor with Sweeney Bride Strategic Wealth Advisory in Squamish, British Columbia. In a Nutshell: Back in March, I saw a tweet from Mark that had gone viral. In it, he shared a very personal story about the hidden challenges of retirement that really struck a chord. As I write this, Mark’s tweet has racked up 3,034 retweets, 900 quotes, 17.6K likes, 5,401 bookmarks, and an incredible 5.2 million views.
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