The Big Picture
NOVEMBER 28, 2023
My Two-for-Tuesday morning train reads: • In the Stock Market, Don’t Buy and Sell. Just Hold. There’s new evidence that market timing doesn’t work. Your odds of success are better if you just hang on and aim for average returns, our columnist says. ( New York Times ) see also The “Art” of Market Timing : Market timing is extremely difficult, very few people (if any) do it consistently well.
Abnormal Returns
NOVEMBER 28, 2023
Market timing The research shows how hard it is to find a reliable market timing system. (papers.ssrn.com) Luck plays a big role in successful market calls. (ritholtz.com) Options Beware look ahead bias in option strategy tests. (papers.ssrn.com) Investors are attracted to covered call strategies for the wrong reason. (alphaarchitect.com) Alternatives How to distinguish among alternative risk premia.
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Nerd's Eye View
NOVEMBER 28, 2023
Welcome back to the 361st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Tiboris. Peter is a Partner of Park Avenue Capital, an advisory firm affiliated with Northwestern Mutual based in New York City, that oversees $2.4 billion in assets under management for 1,377 client households. What's unique about Peter, though, is how he and his business partner have built up their firm through a combination of organic growth, and a series of mergers and acquisitio
Abnormal Returns
NOVEMBER 28, 2023
Markets On the Magnificent 7 vs. Other 493 narrative. (investmenttalk.co) Investor sentiment is not reflecting much optimism. (allstarcharts.com) Strategy Buy bonds when real yields are high. (morningstar.com) The problem with jumping from strategy to strategy. (priceactionlab.com) Just because you can invest in something doesn't mean you should. (rogersplanning.blogspot.com) Companies Amazon ($AMZN) has launched its own AI chatbot.
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 Reformed Broker
NOVEMBER 28, 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: ►Year End Rally – Choose your weapon – tech almost always leads bull markets. ►Calm Breaks Out – One man’s calm is another man’s euphoria?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Reformed Broker
NOVEMBER 28, 2023
The new online home of Ritholtz Wealth Management has (finally) arrived! It’s ironic that we’re a firm with ten content creators and all these big blogs but we’ve never really paid much attention to what our corporate site looks like or how it works. It was just always an afterthought. Until today. Our old site was fine. It just didn’t do anything for anyone.
Wealth Management
NOVEMBER 28, 2023
Steven Schwarzman indicated Blackstone will be looking at real estate buying opportunities for data centers, warehouses and student housing across Europe, reported Bloomberg. CoStar warned that investors shouldn’t expect commercial real estate prices to bottom out in the near future.
Dear Mr. Market
NOVEMBER 28, 2023
Dear Mr. Market: In the world of finance and investing, the passing of a visionary figure leaves an indelible mark on the landscape they helped shape. Today, we bid farewell to an icon, a man whose wisdom and wit transcended the realms of business and life itself. Charlie Munger, the renowned investor, philanthropist, right hand man of Warren Buffett and Vice Chairman of Berkshire Hathaway, passed away today, but his legacy endures through the profound insights he shared with the world.
Wealth Management
NOVEMBER 28, 2023
Sassi Mizrahi was sentenced to more than seven years in prison after being found guilty of five counts of wire fraud related to helping his brother defraud at least 40 investors, according to the Justice Department.
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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.
Walkner Condon Financial Advisors
NOVEMBER 28, 2023
What are I Bonds? I Bonds are a type of government savings bond issued by the United States Department of the Treasury. They are a low-risk investment vehicle designed to help individuals save money over the long term and protect from inflation. They are backed by the U.S. government, making them one of the safest investments available. How is the interest rate on I Bonds calculated?
Wealth Management
NOVEMBER 28, 2023
The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers.
A Wealth of Common Sense
NOVEMBER 28, 2023
Some questions I’m pondering about the economy at the moment: 1. Why do people keep spending money if the economy is so terrible? We’re breaking records for holiday travel: And spending money on Black Friday like crazy: Granted, this is holiday travel and spending. It’s not the normal course of action. But just look at the inflation-adjusted spending for consumers on goods and services: Lots of people.
Wealth Management
NOVEMBER 28, 2023
Envestnet's Brooks Friederich is leading the firm's model-portfolio division with 2,000 customized products from some 150 asset managers.
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.
The Irrelevant Investor
NOVEMBER 28, 2023
Today’s Animal Spirits is brought to you by the Victory Shares Free Cash Flow ETF: See here for more information on getting exposure to high-quality companies with trailing and expected free cash flow Register here for Episode 2 of The Smoke Show, on November 29th at 2PM Eastern On today’s show, we discuss: A default cycle has started, but credit spreads remain tight Billions wiped out as stock-safety trade on Wa.
Wealth Management
NOVEMBER 28, 2023
TD Bank’s newly appointed head of U.S. commercial real estate Hugh Allen notes the old adage: “You make your best loans in difficult times.
Integrity Financial Planning
NOVEMBER 28, 2023
Working with a financial advisor is a big deal. In the same way a good doctor may know key aspects of your personal health, a good financial advisor will know the crucial aspects of your financial situation–all to help you improve your financial health and retirement longevity. That’s why it’s important to know what to expect when working with a financial advisor and understand where and how your advisor can improve your finances.
Wealth Management
NOVEMBER 28, 2023
With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investments to support an ambitious growth plan.
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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.
Alpha Architect
NOVEMBER 28, 2023
As pundits wrestle over the cause, implications, and sustainability of the recent massive moves in interest rates, I’ll instead delve into the two terms most often blamed for these shifts in rates: R-star and the Term Structure Premium. Unfortunately, what most want—a measure of them—is unknowable. But we can benefit from understanding the theories and models behind these terms.
Wealth Management
NOVEMBER 28, 2023
The acquisition of Daniels + Tansey adds advisory, investment and tax expertise to Creative Planning.
Million Dollar Round Table (MDRT)
NOVEMBER 28, 2023
By Jenny Brown, CFP, FChFP Marketing and branding are about your public identity, or what others think of you and your business. Even your lack of an online presence speaks volumes about your branding. Perception matters in business. When you have a brand you’re proud of that authentically represents you, you attract lifelong clients who advocate for your business.
Wealth Management
NOVEMBER 28, 2023
With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan.
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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!
Advisor Perspectives
NOVEMBER 28, 2023
The Federal Housing Finance Agency (FHFA) house price index (HPI) continued to increase in September, coming in at 414.8. U.S. house prices increased by 0.6% from the previous month and by 6.1% from one year ago. After adjusting for inflation, the real index is up 0.4% month-over-month and up 4.0% year-over-year.
Wealth Management
NOVEMBER 28, 2023
In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation.
Trade Brains
NOVEMBER 28, 2023
Instant Loan App Scam : Have you ever fallen prey to any instant loan app scams? In times of desperate need for money, people often ignore possible consequences in the search for a quick solution. Instant loan apps, which promise substantial loans and easy repayments, have become a go-to for those facing financial difficulties. Sadly, many people are falling prey to scams related to these instant loan apps and scammers are exploiting the weaknesses of people in lower income classes, women who do
Wealth Management
NOVEMBER 28, 2023
Munger helped Warren Buffett craft a philosophy of investing in companies for the long term.
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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
NOVEMBER 28, 2023
Best Commodity Trading Courses in 2024 : Commodities are the basic essential materials of a good economy from which other by-products are manufactured. In this article, we explore some of the best commodity trading courses designed for beginners. By enrolling in one of these courses, you can enhance your skills, make informed decisions, and navigate the markets with confidence.
Wealth Management
NOVEMBER 28, 2023
Roundhill Investments announced it will liquidate the Roundhill MEME ETF in December, along with two other funds.
Advisor Perspectives
NOVEMBER 28, 2023
The Conference Board's Consumer Confidence Index® bounced back in November following three straight monthly declines. The index increased to 102.0 from October's downwardly revised reading of 99.1. This month's reading was better than expected, exceeding the 101.0 forecast.
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