Abnormal Returns
DECEMBER 5, 2023
Markets The premium for green energy stocks has evaporated. (wsj.com) The reversal in lithium prices is impressive. (ft.com) Lumber prices are flatish year-over-year. (calculatedriskblog.com) The market is pricing in the chance of multiple Fed rates cuts in 2024. (ft.com) Strategy The Fed matters for markets less than you think. (awealthofcommonsense.com) It's hard to build long term wealth with T-bills.
Nerd's Eye View
DECEMBER 5, 2023
Welcome back to the 362nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jeff Brown. Jeff is the President of Stratos Private Wealth, an RIA based in San Diego, California, that oversees almost $1.5 billion in assets under management for just over 350 client households. What's unique about Jeff, though, is how his firm has developed associate advisor compensation plans and career tracks, with well-defined Level 1, Level 2, and Level 3 performance indicators of
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Abnormal Returns
DECEMBER 5, 2023
Active management Active investing has a tax problem. (alphaarchitect.com) Why the active management space may be bigger than currently measured. (papers.ssrn.com) Replication Managed futures strategies are ripe for replication. (caia.org) How to replicate fund performance using index and smart beta funds. (insights.finominal.com) Factors What happened to the momentum effect?
The Big Picture
DECEMBER 5, 2023
The transcript from this week’s, MiB: Michael Fisch, American Securities , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:00 [Speaker Changed] This is Masters in business with Barry Ritholtz on Bloomberg Radio. 00:00:07 [Barry Ritholtz] This week on the podcast, I have an extra special guest.
Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global
In the fast-paced world of corporate finance, staying ahead of the curve is crucial for sustainable growth and profitability. This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. Whether you're aiming to refine your financial strategies or seeking innovative solutions to drive performance, this new session is for you!
Calculated Risk
DECEMBER 5, 2023
From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 8.7 million on the last business day of October , the U.S. Bureau of Labor Statistics reported today. Over the month, the number of hires and total separations changed little at 5.9 million and 5.6 million, respectively. Within separations, quits (3.6 million) and layoffs and discharges (1.6 million) changed little. emphasis added The following graph shows job openings (black line), hires (dark blue), L
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
DECEMBER 5, 2023
Today, in the Calculated Risk Real Estate Newsletter: Asking Rents Down 1.1% Year-over-year A brief excerpt: Here is a graph of the year-over-year (YoY) change for these measures since January 2015. Most of these measures are through October 2023, except CoreLogic is through September and Apartment List is through November 2023. The CoreLogic measure is up 2.6% YoY in September, down from 2.9% in August, and down from a peak of 13.9% in April 2022.
Wealth Management
DECEMBER 5, 2023
The CEOs of Yieldstreet and Cadre talked to Fortune about how the acquisition came together. Private debt and equity options geared for accredited investors continue to proliferate. These are among the must reads from the real estate investment world.
Advisor Perspectives
DECEMBER 5, 2023
Unlike with a 401(k) plan, you can withdraw as much as you want from your 529 plan at any time. But your 529 plan withdrawal could hit you with severe tax penalties if you use it on nonqualified expenses.
Wealth Management
DECEMBER 5, 2023
Reps with UBS' Athletes and Entertainers Group will provide “holistic” financial advice to prepare athletes for their post-NFL careers. Other firms with the designation include Goldman Sachs and Morgan Stanley.
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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 Irrelevant Investor
DECEMBER 5, 2023
Today’s Animal Spirits is brought to you by Nuveen and Kaplan Schweser: See here for more information on investing with Nuveen See here for more information on Level 1-3 CFA prep courses On today’s show, we discuss: Full transcript from CNBCs “Charlie Munger: A Life of Wit and Wisdom” Should we believe Americans when they say the economy is bad?
Wealth Management
DECEMBER 5, 2023
The alts-focused investment manager reorganizes to expand affiliation options and welcomes three recruits with more than $560 million in assets.
Trade Brains
DECEMBER 5, 2023
Top 7 Derivatives Trading Courses in 2024 : Derivatives are secondary markets where the performance of an instrument is dependent on an underlying asset or a group of assets. As you know, derivatives are advanced trading/investment instruments and they require skill and knowledge to trade in them. Hence, these courses will guide you to learn the role of futures and options in portfolio construction and spotting trading opportunities.
Wealth Management
DECEMBER 5, 2023
The vehicle, with a specialty in assisted living and memory care properties, aims to eventually be accessible to both accredited and non-accredited investors.
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.
MainStreet Financial Planning
DECEMBER 5, 2023
There is so much talk these days about behavior change. It applies to almost everything we encounter in life. If we want to eat healthy, exercise more regularly, be more productive at work, have better relationships or even be better with our finances, we need to work on changing our behavior to make a difference. As the new year is quickly approaching, now is a great time to get energized about change.
Wealth Management
DECEMBER 5, 2023
Insights from Nidhi Gupta, portfolio manager at Fidelity Investments, on identifying attractively valued stocks, leveraging global research, and navigating market environments for long-term portfolio growth.
Advisor Perspectives
DECEMBER 5, 2023
Don’t waste your money on lead-generation programs, white-label content, or consultants who overpromise and fail to deliver.
Wealth Management
DECEMBER 5, 2023
Insights from Ellen Hall the head of direct real estate at Fidelity Investments on core strategies, diversification, and identifying value in today's commercial real estate market.
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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
DECEMBER 5, 2023
Trench warfare in the early 20th century has been described as long periods of boredom punctuated by moments of terror.
Wealth Management
DECEMBER 5, 2023
Therese Icuss, managing director, portfolio management and underwriting, Fidelity Investments, unlocks the vast potential of the U.S. and China middle market, Fidelity's unique approach to bespoke portfolios, and prioritizing client success in the fidelity private credit fund.
Million Dollar Round Table (MDRT)
DECEMBER 5, 2023
By Mark D. Olson, CFP, MSFS Belonging to a book club, especially an MDRT book club, is an investment in yourself. It’s a fantastic way to meet other MDRT members as you discuss your biggest takeaways from business books that can change the way you approach your life professionally — and sometimes personally. Here are a few of the books read by MDRT book clubs: “Smarter Faster Better: The Transformative Power of Real Productivity” by Charles Duhigg Drawing on the latest findings in neuroscience,
Wealth Management
DECEMBER 5, 2023
David Gaito, head of direct lending at Fidelity, explores the world of direct lending, middle market credit, and the potential of private credit in portfolio diversification and risk management.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
Advisor Perspectives
DECEMBER 5, 2023
Including one or more charitable trusts as part of a testamentary estate plan is a creative and powerful way for clients to achieve multiple goals in one estate planning vehicle.
Wealth Management
DECEMBER 5, 2023
Constellation Wealth Capital has purchased a minority stake in AlphaCore Wealth, an alts-focused, technology-driven California RIA.
Clever Girl Finance
DECEMBER 5, 2023
Do you ever feel like your life isn’t quite as put together as you thought it would be? Don’t worry; you aren’t alone. And while there’s some comfort to be had in knowing that you aren’t behind your peers in getting your life together, it can still feel disheartening. Well, it’s not too late to achieve that vision you had in mind! Table of contents Getting your life together in 18 steps Expert tip: Take it one step at a time What does it mean to get your life together?
Wealth Management
DECEMBER 5, 2023
Commonwealth's PPS Select Compass is intended to provide advisors with more control and flexibility in portfolio construction.
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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
DECEMBER 5, 2023
With the Q3 GDP second estimate and the November close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 180.5%, up from 173.1% the previous quarter.
Wealth Management
DECEMBER 5, 2023
EPFR Director of Research Cameron Brandt shares a ton of knowledge on money market funds, economic data, China and top stories for 2024.
Calculated Risk
DECEMBER 5, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:15 AM, The ADP Employment Report for November. This report is for private payrolls only (no government). The consensus is for 120,000 jobs added, up from 113,000 in October. • At 8:30 AM, Trade Balance report for October from the Census Bureau.
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