Abnormal Returns
APRIL 8, 2024
Strategy It's way too easy to mislead someone with charts. (awealthofcommonsense.com) Once you start humble bragging, it's time to rein things in. (radreads.co) Companies Taiwan Semi ($TSM) is doubling down on its U.S. production plans. (arstechnica.com) The path to a new and improved Paramount Global ($PARA) is complex. (finance.yahoo.com) Global With a rate hike in the books, is Japan's economy finally normalizing?
Nerd's Eye View
APRIL 8, 2024
Among the many client niches financial advisors serve, successful business owners are often seen as an attractive group to work with, given the complexity of their financial situations (meaning that advisors have significant room to add value) and that many fall into the High Net Worth (HNW) category with as much as $5 million (and more) in assets, giving advisors a chance to move 'upmarket'.
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Abnormal Returns
APRIL 8, 2024
Podcasts Daniel Crosby talks with Thomas Malthar about the differences between financial well-being and financial independence. (standarddeviationspod.com) Michael Kitces talks with John Bowen, CEO and founder of CEG Worldwide, about what it takes to attract and serve HNW entrepreneur clients. (kitces.com) Private companies The Destiny Tech100 Fund is a public vehicle to invest in private companies.
A Wealth of Common Sense
APRIL 8, 2024
A reader sent me the following chart asking for my thoughts: I honestly don’t know who the creator of this chart is. I don’t know the intention of it either but the fact that the title contains the word collapse makes it sound scary. Knowing that housing prices in the U.S. are at all-time highs makes this chart seem suspect, but the data checks out.
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
APRIL 8, 2024
From Dodge Data Analytics: Dodge Momentum Index Fell 9% in March The Dodge Momentum Index (DMI), issued by Dodge Construction Network, fell 8.6% in March to 164.0 (2000=100) from the revised February reading of 179.5. Over the month, commercial planning fell 3.2% and institutional planning dropped 17.2%. “In 2023, commercial planning decreased while institutional planning notably improved, sitting 29% above year-ago levels in February 2024.
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Wealth Management
APRIL 8, 2024
This new law, which took effect Jan. 1. 2o24, was enacted to help prevent and combat money laundering, terrorist financing, corruption, tax fraud and other illicit activity.
Carson Wealth
APRIL 8, 2024
Three Bullish Signals from the First Quarter “We may not know where we are going, but we better know where we stand.” — Howard Marks, Co-Founder of Oaktree Capital Management The S&P 500 was down 0.9% last week, getting the first quarter off to a slow start. A strong first quarter still suggests a positive outlook, but some bumps along the way are normal and even healthy.
XY Planning Network
APRIL 8, 2024
I remember first hearing about a new group of planners through a post on the FPA discussion board. This group was looking to help people with financial planning and charge them on a retainer basis. “Wow,’ I thought. “That’s exactly what I am doing!” So I called Alan Moore and talked with him about this concept. This pricing dilemma was a challenge I had been struggling with and Alan was excited to share his vision.
Wealth Management
APRIL 8, 2024
Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets.
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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.
Alpha Architect
APRIL 8, 2024
Given the significant growth of investment in private markets, there have been increasing demands for greater transparency in the operation and structure of private market funds. This paper aims to address questions such as whether fees are set uniformly within most funds, and if not, by how much do they vary. Fee Variation in Private Equity was originally published at Alpha Architect.
Wealth Management
APRIL 8, 2024
Dawson James Securities failed to retain more than 10,000 business-related texts, including consumer complaints and client conversations, over 10 years, according to FINRA.
Advisor Perspectives
APRIL 8, 2024
Suppose everything we believe about carbon and climate is wrong?
Wealth Management
APRIL 8, 2024
Jim Cahn is also moving into a new role, while Dan Stampf was brought in from Empower to head up a new products team.
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.
NAIFA Advisor Today
APRIL 8, 2024
The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. Since 1988, the Foundation has recognized the top three articles published in a specific volume (six issues within the same calendar year) with these annual awards.
Wealth Management
APRIL 8, 2024
On the heels of a brand refresh and updated name, Steward says it welcomed a “fleet” of advisors in January and February.
Calculated Risk
APRIL 8, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Near Highest Levels Since February Mortgage rates moved up somewhat abruptly today as the bond market lost more ground over the weekend. there weren't any compelling news headlines or economic reports driving the weakness. It would be better thought of as a hangover from Friday's jobs report.
Wealth Management
APRIL 8, 2024
Rob Pettman is leaving the independent broker/dealer after 17 years to join a fintech firm.
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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.
Calculated Risk
APRIL 8, 2024
From STR: U.S. hotel results for week ending 30 March As expected ahead of the Easter holiday, U.S. hotel performance decreased from the previous week , according to CoStar’s latest data through 30 March. 24-30 March 2024 (percentage change from comparable week in 2023): • Occupancy: 62.3% (-5.6%) • Average daily rate (ADR): US$157.14 (-0.7% • Revenue per available room (RevPAR): US$97.83 (-6.3%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the
Wealth Management
APRIL 8, 2024
Meanwhile, REITs posted positive total returns in March and are down slightly year-to-date.
Financial Symmetry
APRIL 8, 2024
After working with hundreds of our clients to prepare their tax returns, we’ve discovered some new tax surprises that if preparing beforehand, could be helpful when completing your tax return this year. 10 Tax Return Surprises Tax planning and preparation … Continued The post 10 Tax Return Surprises You’ll Want to Avoid, Ep #213 appeared first on Financial Symmetry, Inc.
Advisor Perspectives
APRIL 8, 2024
I asked Google's Gemini LLM to opine on the historical drawdowns of the Nasdaq 100. The results, though not perfect, are good enough that investors need to start paying attention.
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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!
Wealth Management
APRIL 8, 2024
Learn how to compete for the entire client relationship.
Advisor Perspectives
APRIL 8, 2024
In this video, Chuck Carnevale, Co-founder of FAST Graphs, a.k.a. Mr. Valuation, is going to show you how to invest in very fast super growth stocks so you can make above-average long-term rates of return.
A Wealth of Common Sense
APRIL 8, 2024
Today’s Animal Spirits is brought to you by Schaffer Cullen Capital Management: See here for more information on Schaffer Cullen Capital Management Emerging Markets High Dividend Strategy On today’s show, we discuss: Return drivers within Emerging Markets Understanding China within Emerging Markets Top-down analysis and avoiding certain country exposure Avoiding value-traps Strong macro trends in India Scree.
Wealth Management
APRIL 8, 2024
And less time being defensive.
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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.
Advisor Perspectives
APRIL 8, 2024
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Limited Term Bond ETF (FLTB) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.
Zoe Financial
APRIL 8, 2024
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 08, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was down 1% for the week. Dow Jones was down even more, 2.3%. On the upside, Oil was up 4.3%, up YoD 21%. Oil was up over concerns due to intensifying tensions in the Middle East.
Advisor Perspectives
APRIL 8, 2024
President Joe Biden’s alternative student-debt relief plan could forgive loans for as many as 26 million Americans, a far-reaching initiative that will be tested by the same challenges that beset his original program struck down by the Supreme Court.
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