Abnormal Returns
AUGUST 3, 2023
Markets Share buybacks are down some 15% YTD. (advisorperspectives.com) Managed futures are struggling to keep up YTD. (rcmalternatives.com) The Big Seven It's not surprising that a handful of stocks are driving the market. (etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. (capitalallocators.com) Strategy Market regimes change, whether you like it or not.
The Big Picture
AUGUST 3, 2023
Source: Madison Trust The post Who Are the World’s Largest Land Owners? appeared first on The Big Picture.
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Abnormal Returns
AUGUST 3, 2023
Books A Q&A with Ashlee Vance author of "When the Heavens Went on Sale: The Misfits and Geniuses Racing to Put Space Within Reach. (fasterplease.substack.com) How "The Body Keeps Score" by Bessel van der Kolk has changed how we talk about trauma. (nymag.com) Technology The inside story of how Meta ($META) built Threads. (wapo.st) Starlink dominates the satellite internet business.
The Reformed Broker
AUGUST 3, 2023
Apple’s earnings are going to move the market, says Ritholtz’s Josh Brown from CNBC Chart of the day: Qualcomm from CNBC Grade my trade: DIS, UNH, RIG & BROS from CNBC Final Trades: Uber, Cisco, CVS & more from CNBC
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
AUGUST 3, 2023
The US Treasury boosted the size of its quarterly bond sales for the first time in 2 1/2 years to help finance a surge in budget deficits so alarming it prompted Fitch Ratings to cut the government’s AAA credit rating a day earlier.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Integrity Financial Planning
AUGUST 3, 2023
The snowbird lifestyle has become increasingly popular among retirees in recent years. This lifestyle involves spending the winter months in a warmer climate and returning home for the summer. There are a few important pros and cons of this lifestyle to consider before trying it. One of the main benefits of the snowbird lifestyle is the opportunity to escape the harsh winter weather.
Wealth Management
AUGUST 3, 2023
The Wall Street Journal analyzed the fundamentals in the industrial real estate sector. Several executives pushed back on the narrative about the troubles facing the commercial real estate sector. These are among the must reads from around the real estate investment world to end the week.
MainStreet Financial Planning
AUGUST 3, 2023
“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 8-15-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register here! Renting vs. Buying a Home: Making the Right Decision for You Hosted by: Katherine Edwards , CFP® Guest commentator: Tori Young , Realtor, Exit Realty Today’s real estate market can be confusing and overwhelming.
Wealth Management
AUGUST 3, 2023
Caitlin Douglas, the head of transition services at Dynasty, details what advisors need to know about the supported independence model, tips on preparing for a move, key milestones and more.
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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
AUGUST 3, 2023
History, analytical rigor, and logic argue that long-term buy-and-hold investors should shift their allocations from stocks toward bonds.
Wealth Management
AUGUST 3, 2023
Also, Advisor360 announces several client portal and platform updates and Modern Life debuts its generative AI chatbot, which the company claims has passed the life insurance licensing exam.
A Wealth of Common Sense
AUGUST 3, 2023
A reader asks: I’m looking to purchase a new home in the coming months as I’m in need of some additional space. I’m weighing my options with my existing home — to rent or to sell — which has a 3% interest rate and $200k in equity since I purchased it in 2016. My real estate agent along with many other pundits seem to default to renting it out as the no-brainer approach because of the 3% inter.
Wealth Management
AUGUST 3, 2023
Rhys Williams discusses the increasing importance of holistic financial planning and how advisors are adapting to meet the unique needs of different generations.
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
AUGUST 3, 2023
Doug Pugliese, the head of our 1042 QRP business, was recently invited on the ScuttleButt Podcast to discuss the ESOP landscape and the costs and benefits of 1042 QRP transactions. (article on the topic is here). Doug Discusses 1042 QRP and ESOP Transactions was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
AUGUST 3, 2023
Zephyr Market Strategist Ryan Nauman discusses how SMAs can free up more of a wealth manager's time and enhance the client experience.
Million Dollar Round Table (MDRT)
AUGUST 3, 2023
By Matt Pais, MDRT Content Specialist For Alphonso B. Franco, RHU, RCIS , the pursuit of a balanced life is never something fully achieved, but rather a daily effort. It’s why the 29-year MDRT member from Victoria, British Columbia, Canada, is continually finding new ways to spend time with his wife and two sons and do things that bring them happiness and a sense of purpose.
Wealth Management
AUGUST 3, 2023
Schwab survey finds nearly 80% of 1,000 401(k) participants said inflation and market volatility were getting into the way of saving more this year.
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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.
The Irrelevant Investor
AUGUST 3, 2023
Today’s Compound and Friends is brought to you by Birddogs: Go to birddogs.com/COMPOUND or enter code COMPOUND for a free dad hat. On today’s show, we discuss: The start of Mark Fisher’s trading career Oil prices and energy stocks Commodities over the last year Ackmans big short, and treasury movements The US debt downgrade Trading vs investing the JOET ETF Investing and politics Hurricane season Listen.
Wealth Management
AUGUST 3, 2023
VanEck, Roundhill and Volatility Shares are among a half dozen issuers that have submitted applications for Ether-futures ETFs since Friday.
Trade Brains
AUGUST 3, 2023
High Pledged Stocks in India: Did you know, just like we submit collateral for a mortgage loan, sometimes promoters also pledge the shares of their companies to borrow money? A pledge on shares is not altogether a bad thing. However, it should not be overlooked either. You would be amazed to know that many renowned stocks have their full or partial promoter shareholding pledged.
Wealth Management
AUGUST 3, 2023
SSGA lowered expense ratios on 10 ETFs with $78 billion in assets this week. Over the past year, it has lowered fees on 20 funds.
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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
AUGUST 3, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Employment Report for July. The consensus is for 184,000 jobs added, and for the unemployment rate to be unchanged at 3.6%.
Wealth Management
AUGUST 3, 2023
More than $350 million was put into 20 ETFs that track broad-based commodity indexes in July, only the second month of inflows this year.
NAIFA Advisor Today
AUGUST 3, 2023
NAIFA's Apex East conference is a pure-play sales summit that brings together high-performing producers and their colleagues in the financial services industry, including professionals in the fields of estate planning law, accounting, financial technology, performance coaching, wellness, and others.
Wealth Management
AUGUST 3, 2023
Lest the noisy wheels of commerce drown out the voice in your head that tells you to focus on your clients above all else.
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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
AUGUST 3, 2023
From STR: U.S. hotel results for week ending 29 July U.S. hotel performance declined slightly from the previous week but showed improved comparisons year over year, according to CoStar’s latest data through 29 July. 23-29 July 2023 (percentage change from comparable week in 2022): • Occupancy: 72.2% (+0.6%) • Average daily rate (ADR): US$161.83 (+2.3%) • Revenue per available room (RevPAR): US$116.91 (+2.9%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy ra
Wealth Management
AUGUST 3, 2023
We spoke with Walker & Dunlop CEO to get his take on what's happening in the real estate lending market.
Calculated Risk
AUGUST 3, 2023
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from Danielle Hale: Weekly Housing Trends View — Data Week Ending July 29, 2023 • Active inventory declined, with for-sale homes lagging behind year ago levels by 9%. This week marks a 6th consecutive decline in the number of homes actively for sale compared to the prior year, and the gap is growing. • New listings–a measure of sellers putting homes up for sale–were down again this week, by 17% from
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