Abnormal Returns
SEPTEMBER 5, 2023
Rates How an inverted yield curve affects stock and bond market returns. (mrzepczynski.blogspot.com) Utility stocks are battling higher fixed income yields. (wsj.com) High real yields are hurting the Federal budget deficit. (axios.com) Strategy Dollar-cost averaging makes downturns less painful. (awealthofcommonsense.com) On the mismatch between our investment horizons and our actual behavior.
Nerd's Eye View
SEPTEMBER 5, 2023
Welcome back to the 349th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Olivia Luper. Olivia is the Founder of Lexicon Advisor Marketing, a virtual outsourced digital marketing company that specializes in working with financial advisors to generate a steady flow of prospects. What's unique about Olivia, though, is how she started out as a ghostwriter creating content for financial advisors and their blogs, but saw first-hand that great content alone doesn't ge
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Abnormal Returns
SEPTEMBER 5, 2023
Research A closer look at the investment factor. (alphaarchitect.com) Does investment skill transfer across asset classes? (papers.ssrn.com) How fee salience helped drive down mutual fund fees. (papers.ssrn.com) Why bond momentum has been largely ignored. (optimalmomentum.com) Are corporate bond yields correlated with ESG scores? (blogs.cfainstitute.org) An excerpt from "Age of Prediction, Algorithms, AI, and the Shifting Shadows of Risk" by Igor Tulchinsky and Christopher E.
The Reformed Broker
SEPTEMBER 5, 2023
Wells Fargo cuts Disney’s price target to $110 from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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
SEPTEMBER 5, 2023
The BEA released their estimate of vehicle sales for August today. This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the August 2023 seasonally adjusted annual sales rate (SAAR). Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
SEPTEMBER 5, 2023
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Single Family Rent Trends at AMH and Invitation Homes A brief excerpt: This article from housing economist Tom Lawler reviews some of the data included in my article last week Asking Rents Down 1.2% Year-over-year and adds some additional data from AMH and Invitation Homes. Below is a table showing single-family rent trends at AMH (formerly American Homes 4 Rent) and Invitation Homes, two large institutional investors in SF rental hom
Wealth Management
SEPTEMBER 5, 2023
Insider spoke with some architects who are working on office-to-residential conversions. Bisnow provided an overview of the outlook for the seniors housing sector, which is facing $2 billion in maturities coming due this year. These are among the must reads from around the real estate investment world to kick off the week.
Advisor Perspectives
SEPTEMBER 5, 2023
The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.54, down from 1.56 in July.
Wealth Management
SEPTEMBER 5, 2023
FDIC Started Marketing Signature Bank’s $33-Billion Commercial Loan Portfolio, Reported Bloomberg. Blackstone Published an Interview with its Global Co-Head of Real Estate Kathleen McCarthy. These Are Among Today’s Must Reads from Around the Commercial Real Estate Industry.
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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.
Advisor Perspectives
SEPTEMBER 5, 2023
In this article, I shed light on 10 common pitfalls and provide strategies to avoid them, ultimately helping you add more value to your client relationships.
Wealth Management
SEPTEMBER 5, 2023
While most real estate ETFs are structured off equity, the AXS Real Estate Income ETF joins a smaller group of ETFs focused on real estate debt.
Integrity Financial Planning
SEPTEMBER 5, 2023
Deciding when you claim Social Security is a key part of the puzzle for your retirement plan. You can withdraw as soon as you turn 62, but you can also delay your claim until you are 70 years old. There are pros and cons to each, so how do you know which age is right for you? Withdrawing at 62 People who withdraw before their “full retirement age” receive permanently reduced payments from their Social Security. [1] However, keep in mind that you’ll be receiving benefits for a longer period of ti
Wealth Management
SEPTEMBER 5, 2023
The five-person BofA team brings 70+ years of collective experience serving wealthy clients, family offices and institutions to the year-old Fidelis
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.
Alpha Architect
SEPTEMBER 5, 2023
Short term return anomalies are generally dismissed in the academic literature "because they seemingly do not survive after accounting for market frictions.” In this research, short term “factors” are taken seriously and the authors argue the standard parameters may not apply for short horizons. Do Short-Term Factor Strategies Survive Transaction Costs?
Wealth Management
SEPTEMBER 5, 2023
Ross Marino, founder & CEO at Advisor2x and creator of Wealth@Work, discusses advisor trends at the Wealth@Work conference.
Carson Wealth
SEPTEMBER 5, 2023
After the best start to a year since 1997 for the S&P 500, stocks finally fell in August, ending a five-month win streak. The S&P 500 closed the month down 1.8%, but that was after a late-month rally brought it back from a loss of 5%. Stocks fell in August, as expected after a big start to the year. September is typically the worst-performing month, but there are some indications this year will buck that trend.
Wealth Management
SEPTEMBER 5, 2023
Opportunistic investors have snapped up loan portfolios in some of the first moves attempting to capitalize on distressed real estate.
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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.
Cornerstone Financial Advisory
SEPTEMBER 5, 2023
Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index increased 3.25% for the week.
Wealth Management
SEPTEMBER 5, 2023
What might have been a framework to encourage more ethical investing has become a bureaucratic nightmare of box ticking.
The Irrelevant Investor
SEPTEMBER 5, 2023
Today’s Animal Spirits is brought to you by the Compound Network and Quartr: See here for Josh’s post on ten million downloads! See here for more information on the latest earnings updates from Quartr! And lastly, Amazon Prime Members: see here for a year of free Grubhub+: You’ll get free delivery fees on orders over $12 Exclusive deals and promotions 5% back on pickup orders On today’s show, we discuss: The post Animal Spirits: The Market Cap of Taylor Swift appeared first on The Irreleva
Wealth Management
SEPTEMBER 5, 2023
The addition of Grove Point brings Atria Wealth Solutions to almost $120 billion in assets across seven subsidiary businesses.
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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!
Million Dollar Round Table (MDRT)
SEPTEMBER 5, 2023
By Bryce Sanders Sometimes it’s easier to bring up business with strangers than friends. If people you don’t know tell you to “get lost,” it’s no big deal because you will probably never speak with them again. Problems develop when you approach your brother-in-law, former roommate or tennis partner. If these people have the potential to be great clients, how can you bring up business without ruining the friendship?
Wealth Management
SEPTEMBER 5, 2023
Uncover the latest trends shaping the M&A sphere in 2023, driving strategic decisions and future success.
A Wealth of Common Sense
SEPTEMBER 5, 2023
I’m generally not a fan of completely rethinking your asset allocation just because you wish you would have invested in something else with the benefit of hindsight. Fighting the last war can be a damaging strategy if you’re constantly investing in the rearview mirror based strictly on performance. The proliferation of black swan strategies following the 2008 crash comes to mind.
Wealth Management
SEPTEMBER 5, 2023
More than 7,000 advisor firms, 3.6 million client accounts and $1.3 trillion in assets were moved overall.
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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.
Calculated Risk
SEPTEMBER 5, 2023
An update: The first graph below shows the mix of sales since 1976 (Blue is cars, Red is light trucks and SUVs) through April 2023. Click on graph for larger image. The mix has changed significantly. Back in 1976, most light vehicles were passenger cars - however passenger car sales have trended down over time. Note that the big dips in sales are related to economic recessions (early '80s, early '90s, the Great Recession of 2007 through mid-2009 and the pandemic in 2020).
Wealth Management
SEPTEMBER 5, 2023
The downside of auto features for retirement income.
Advisor Perspectives
SEPTEMBER 5, 2023
With the Q2 GDP second estimate and the August close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 168.5%, up from 162.5% the previous quarter.
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