Abnormal Returns
JANUARY 3, 2024
Podcasts Christine Benz and Jeff Ptak talk with Jonathan Clements about his financial journey. (morningstar.com) Ted Seides talks with Morgan Housel about his new book "Same As Ever." (capitalallocators.com) Jim Dahle talks with Dr. Jordan Grumet, author of "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret Free Life.
The Big Picture
JANUARY 3, 2024
At The Money: Contrarian Investing. (January 3, 2024) Is contrarian investing a solid strategy, or a fool’s errand? In this episode, I speak with Michael J. Mauboussin. Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management We discuss why it is so difficult to fight the crowd, and identify when the crowd is right and when they have gone mad.
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Abnormal Returns
JANUARY 3, 2024
Markets Good years tend to cluster for the stock market. (awealthofcommonsense.com) The right stocks are still going up. (allstarcharts.com) Finance GSAM is jumping into biotech venture investing. (biopharmadive.com) The D.E. Shaw Composite Fund has only had one down year in its history. (institutionalinvestor.com) An example of how finding a (highly) niche investment strategy works in practice.
Calculated Risk
JANUARY 3, 2024
From the MBA: Mortgage Applications Decreased Over a Two-Week Period in Latest MBA Weekly Survey Mortgage applications decreased 9.4 percent from two weeks earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending December 29, 2023. The results include adjustments to account for the holidays.
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
JANUARY 3, 2024
The Institute for Supply Management (ISM) manufacturing purchasing managers index (PMI) rose to 47.4 in December from 46.7 in November. The latest figure marks the 14th straight month the index has been in contraction territory after a 29-month period of growth dating back to June 2020. The December reading was above the forecast of 47.1.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
NAIFA Advisor Today
JANUARY 3, 2024
With 39 years of expertise, ReMark excels in providing data intelligence, marketing, and technological solutions. SCOR is a prominent global reinsurance company, and ReMark is a division of SCOR's digital solutions sector. In the previous year, I discussed their Global Consumer Study (GCM) in NAIFA’s AdvisorToday. The latest edition, covering the 2023-2024 period, has been released, encompassing multiple lines of insurance business for Gen Z and Millennials.
Wealth Management
JANUARY 3, 2024
The Birmingham, Ala.-based RIA acquired the investment advisory business of StrategIQ Financial Group, adding $1.5 billion in assets.
Advisor Perspectives
JANUARY 3, 2024
Recessions are notoriously difficult to predict. At the end of 2019, for example, many pundits were forecasting a recession simply because the boom had gone on for so long.
Wealth Management
JANUARY 3, 2024
The 2024 election will play an essential role in determining what is and isn’t on the table for potential 2025 tax reforms.
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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
JANUARY 3, 2024
Wards Auto released their estimate of light vehicle sales for December: December U.S. Light-Vehicle Sales Hit 5-Month High; Entire 2023 Totals 4-Year Best 15.5 Million (pay site). Labor-related plant shutdowns in the U.S. that covered the latter half of September and most of October negatively impacted deliveries in November. Combined sales of the vehicles impacted by shutdowns fell 15% year-over-year in November.
Wealth Management
JANUARY 3, 2024
Take this quiz to find out if you understand the key strategies and techniques used by estate-planning practitioners
Advisor Perspectives
JANUARY 3, 2024
Enthusiasm for Japanese equities picked up in 2023 as evidenced by the 28% rally in the TOPIX (local) index through November.
Wealth Management
JANUARY 3, 2024
Should company-owned life insurance used to redeem stock be included in valuing a decedent’s ownership interest?
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.
Meb Faber Research
JANUARY 3, 2024
Guest: Felix Zulauf is the founder and CEO of Zulauf Consulting, a boutique research and consulting firm. Recorded: 12/14/2023 | Run-Time: 49:41 Summary: In today’s episode, Felix shares his view of the global investment landscape from Asia to Europe to the US. He shares why the tailwinds of lower inflation may reverse and lead inflation […] The post Episode #515: Felix Zulauf – 2024 Macro Outlook Not Rosy appeared first on Meb Faber Research - Stock Market and Investing Blog
Wealth Management
JANUARY 3, 2024
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Advisor Perspectives
JANUARY 3, 2024
With the Q3 GDP final estimate and the December close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 167.3%, down from 178.3% the previous quarter.
Wealth Management
JANUARY 3, 2024
“Fisher Investments is not being bought by Advent International, or anyone else — plain and simple.
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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
JANUARY 3, 2024
The latest job openings and labor turnover summary (JOLTS) report showed that job openings fell to a 32-month low in November. Vacancies dropped to 8.790 million from October's upwardly revised level of 8.852 million. The latest reading was below the expected 8.850 million vacancies.
Wealth Management
JANUARY 3, 2024
Transitions Wealth Management serves approximately 400 clients and is based out of Denver.
A Wealth of Common Sense
JANUARY 3, 2024
Today’s Animal Spirits is brought to you by YCharts: See here for a webinar with our very own Nick Maggiulli on Transforming Data Into Dollars On today’s show, we discuss: 10 predictions for 2024 Where did Americans put their money this year? Everywhere. Gas prices will fall in 2024 and Americans spend $32B less on fuel, GasBuddy predicts We aren’t posting on social media as much anymore.
Wealth Management
JANUARY 3, 2024
Economists know that tangible interventions such as a new highways can improve outcomes. But what about psychological interventions?
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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
JANUARY 3, 2024
From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 8.8 million on the last business day of November, the U.S. Bureau of Labor Statistics reported today. Over the month, the number of hires and total separations decreased to 5.5 million and 5.3 million, respectively. Within separations, quits (3.5 million) edged down and layoffs and discharges (1.5 million) changed little. emphasis added The following graph shows job openings (black line), hires (da
Wealth Management
JANUARY 3, 2024
Tennessee jumps up to the first tier, joining South Dakota, Alaska, Nevada and Delaware.
Calculated Risk
JANUARY 3, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:15 AM ET, The ADP Employment Report for December. This report is for private payrolls only (no government). The consensus is for 130,000, up from 103,000 jobs added in November. • At 8:30 AM, The initial weekly unemployment claims report will be released.
Wealth Management
JANUARY 3, 2024
Concepts and techniques that have been gathering momentum.
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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.
Trade Brains
JANUARY 3, 2024
Binary Options Trading : Binary options trading has gained significant popularity in financial markets, due to its straight approach and potential for high returns. However, traders need to understand the intricacies of this trading method to make informed decisions. In this article, we will delve into the world of Binary Options Trading, exploring its concepts, strategies, risks, and regulations.
Wealth Management
JANUARY 3, 2024
Tactical adjustments for a better year and then some.
Advisor Perspectives
JANUARY 3, 2024
The S&P 500 real monthly averages of daily closes peaked in November of 2021 and 2022 was a bear market. Let's examine the past to broaden our understanding of the range of historical trends in market performance.
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