Abnormal Returns
SEPTEMBER 19, 2023
Trend following Trend following ignore narratives. (mrzepczynski.blogspot.com) How trend following can help diversify a portfolio. (priceactionlab.com) ESG Green investing strategies should be lower risk. (alphaarchitect.com) ESG leaders have been outperforming the market. (bloomberg.com) Behavior How scarcity affects decision making. (sciencedaily.com) The marshmallow effect and investment performance.
The Reformed Broker
SEPTEMBER 19, 2023
Amazon doesn’t need the hype of AI for its stock to trade higher, says Ritholtz’s Josh Brown from CNBC Fed kicks off 2-day meeting: What investors should expect from CNBC Intel core processors expected to bring AI to PCs by December 14 from CNBC Final Trades: Uber, Cisco & more from CNBC
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
SEPTEMBER 19, 2023
Welcome back to the 351st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jessica Polito. Jessica is the Founder and Principal for Turkey Hill Management, a mergers & acquisitions consulting firm that assists financial advisors with the sale, acquisition, integration, or merger of their firms. What's unique about Jessica, though, is how she has built a practice helping financial advisors and their firms navigate the intricacies of buying, selling, or merging
The Reformed Broker
SEPTEMBER 19, 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: ►Where’s the Recession? – Biggest mystery on Wall Street. ►Oil Prices – “Surging oil prices could sour soft landing hopes, but it won’t spark a crisis like the 1970s” ►Earnings, Bef.
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 Big Picture
SEPTEMBER 19, 2023
The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Barry Ritholtz : This week on the podcast, I have an extra special guest.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
SEPTEMBER 19, 2023
There are a lot of factors that drive the performance of financial markets over time. Fundamentals like valuations, economic growth, earnings and dividends are the main drivers of returns over the long run. Plus you have to consider demographics, productivity and innovation. And the hardest variable to quantify will always be psychology. No one can predict how people are going to feel in the future.
Wealth Management
SEPTEMBER 19, 2023
From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.
Trade Brains
SEPTEMBER 19, 2023
Signatureglobal India IPO Review : Signatureglobal India is coming up with the IPO which is set to be listed on the NSE and BSE. The IPO will be open for subscription on 20th September 2023, closing on 22nd September 2023. In this article, we’ll dive into the strengths and weaknesses of Signatureglobal India IPO review and give you a comprehensive review of their IPO.
Wealth Management
SEPTEMBER 19, 2023
Some 53% of CFPs would do more pro bono planning work if their firm encouraged it, yet only 28% report that their firms support it, according to a new survey from the Foundation for Financial Planning.
Advertisement
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
SEPTEMBER 19, 2023
Today’s Animal Spirits is brought to you by F/m Investments: See here and here for more information on F/m Investments and their Opportunistic Income ETF On today’s show, we discuss: The ‘new not normal’ World to Tokyo – message received Ray Dalio says he doesn’t want to hold bonds, cash ‘is good’ Amateurs pile into 24-hour options: ‘Its just gambling’ Zero-day opt.
Wealth Management
SEPTEMBER 19, 2023
Leaving Carson Group to spend more time with his family, Jamie Hopkins will remain a Carson partner and continue to lead the FinServ Foundation.
Calculated Risk
SEPTEMBER 19, 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. • During the day, The AIA's Architecture Billings Index for August (a leading indicator for commercial real estate). • At 2:00 PM, FOMC Meeting Announcement.
Wealth Management
SEPTEMBER 19, 2023
Fielding Miller, Captrust’s CEO, will continue to lead the firm and will remain the largest individual shareholder.
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.
Million Dollar Round Table (MDRT)
SEPTEMBER 19, 2023
By Bryce Sanders Why don’t your friends and clients send referrals? The answer might be so ridiculous that it is not obvious. Simply, they may be unaware you are accepting new clients. There might be other reasons as well; however, making it clear you are adding new relationships is a good starting point. Why might people think you are closed to new business?
Wealth Management
SEPTEMBER 19, 2023
Despite the interest rate environment, there are several succession planning structures that benefit both parties.
Clever Girl Finance
SEPTEMBER 19, 2023
Spending money never gets old, does it? While it’s easy to spend more cash than you mean to, it’s equally difficult to learn how to stop spending money. But it gets easier when you know the benefits of spending less and have a game plan for the future! Table of contents Why do people over spend? How to stop spending money: 5 Key focus areas Expert tip: Focus on improving your habits 5 Tips to help you be mindful with spending money I’ve learned how to stop spending money, now w
Calculated Risk
SEPTEMBER 19, 2023
Notes: The expansion to the Panama Canal was completed in 2016 (As I noted several years ago ), and some of the traffic that used the ports of Los Angeles and Long Beach is probably going through the canal. This might be impacting TEUs on the West Coast. Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic.
Advertisement
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
SEPTEMBER 19, 2023
Rising interest rates are giving sellers an opportunity to broaden their opportunity set.
Trade Brains
SEPTEMBER 19, 2023
Just a few days back, at the annual conference of the Society of Indian Automobile Manufacturers (SIAM), Union Minister for Road Transport and Highways Nitin Gadkari made a comment urging the finance minister to impose a pollution tax on every engine that runs on diesel. But things took a wild twist! What began as a well-intentioned proposal got twisted into a rumour that the government is going to impose a 10% GST on diesel-powered vehicles.
Advisor Perspectives
SEPTEMBER 19, 2023
New residential building permits jumped to their fastest pace in almost a year according to the U.S. Census Bureau and the Department of Housing and Urban Development. In August, building permits reached a seasonally adjusted annual rate of 1.543 million, surpassing the forecasted 1.440 million. This marks a 6.9% increase from July but reflects a 2.7% decrease compared to the same period last year.
Discipline Funds
SEPTEMBER 19, 2023
We’ve been implementing the Defined Duration strategy in real-time for over a year now and the feedback has been tremendously positive (updated white paper is here ). For those who aren’t familiar, this strategy is based on the asset-liability matching methodology model we constructed which quantifies a “duration” for all asset classes and strategies.
Advertisement
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
SEPTEMBER 19, 2023
New residential housing starts plummeted to their slowest pace since 2020 according to the U.S. Census Bureau and the Department of Housing and Urban Development. In August, housing starts dropped to a seasonally adjusted annual rate of 1.283 million, falling short of the forecasted 1.440 million. This marks an 11.3% decrease from July and a 14.8% decline compared to one year ago.
Wealth Management
SEPTEMBER 19, 2023
Boardroom Advisory will “work with athletes, executives, and brands to create opportunity through venture and private equity investing, sports ownership opportunities, business strategy and content creation.
Advisor Perspectives
SEPTEMBER 19, 2023
The U.S. Census Bureau and the Department of Housing and Urban Development published their August findings for new residential housing starts and building permits. Over the long haul, the two series offer a compelling study of trends in residential real estate. Here is an overlay of the two series since the 1959 inception of the starts and permits data, which was tracked beginning a year later.
Calculated Risk
SEPTEMBER 19, 2023
Today, in the CalculatedRisk Real Estate Newsletter: August Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction Excerpt: The third graph shows the month-to-month comparison for total starts between 2022 (blue) and 2023 (red). Total starts were down 14.8% in August compared to August 2022. And starts year-to-date are down 12.5% compared to last year.
Advertisement
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.
Brown Advisory
SEPTEMBER 19, 2023
Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances. The Sustainable International Leaders (SIL) strategy views resilience as a crucial lens through which to analyze businesses and seeks to invest in companies that have withstood the te
Investing Caffeine
SEPTEMBER 19, 2023
Register now for our upcoming Zoom webinar, “ Hot Summer, Hotter Market – Economic & Investment Update ” presented by Wade W. Slome, CFA, CFP on Wednesday, September 27 th @ 12:00 p.m. ! In order to ensure access to the webinar, please don’t forget to register: CLICK HERE TO REGISTER Thank you for choosing to join us. We can’t wait to see you on Wednesday, September 27 th @ 12:00 p.m.!
Advisor Perspectives
SEPTEMBER 19, 2023
Gas prices climbed to their highest levels since the beginning of October last year. As of September 18, the price of regular and premium gas rose by 6 and 8 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $90.58, up 3.8% from last week.
Expert insights. Personalized for you.
247 
Let's personalize your content