Abnormal Returns
MAY 7, 2023
Strategy The case for international diversification is still solid. (humbledollar.com) Concentrated portfolios come with a lot of psychological stress. (awealthofcommonsense.com) Good luck trying to identify skilled investment managers with any certainty. (fortunesandfrictions.com) Berkshire Hathaway Everything that went down at the Berkshire Hathaway ($BRK.A) annual meeting.
Calculated Risk
MAY 7, 2023
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from chief economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Apr 29, 2023 • Active inventory was up at a slower pace, with for-sale homes up just 35% above one year ago. The number of homes for sale continues to grow, but compared to one year ago, the pace is slowing. • New listings–a measure of sellers putting homes up for sale–were down again this week, by 22% from one year ago
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Abnormal Returns
MAY 7, 2023
In the news A list of the best investing blogs of 2023, including Abnormal Returns. (thecollegeinvestor.com) Top clicks this week Why copying great investors, like Buffett and Munger, usually doesn't work. (whatsimportant.substack.com) Some all-time great quotes from the Berkshire Hathaway ($BRK.A) annual meeting. (neckar.substack.com) A review of "The Little Book of Picking Top Stocks: How to Spot the Hidden Gems" by Martin S.
A Wealth of Common Sense
MAY 7, 2023
The Federal Reserve has a dual mandate — price stability and maximum employment. Prices haven’t exactly been very stable these past few years so it’s no surprise inflation has been the main focus for Jerome Powell and team. I’m sure the Fed wishes they could wave a magic wand that would keep the inflation rate and unemployment rate at their target levels.
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 Irrelevant Investor
MAY 7, 2023
Articles Those who own the machines gain more power than those who operate them and consume their products (By Dror Poleg) Hope is essentially a function of information, knowledge, and expectations, based off uncertainty – the chance of something not happening or happening. (By Kyla Scanlon) Generation Xers are a cynical bunch (By Jared Dillian) The reflexivity between a bank’s stock price and its business perform.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
MAY 7, 2023
Weekend: • Schedule for Week of May 7, 2023 Monday: • At 2:00 PM ET Senior Loan Officer Opinion Survey on Bank Lending Practices for April. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are down slightly (fair value). Oil prices were down over the last week with WTI futures at $71.34 per barrel and Brent at $75.30 per barrel.
Trade Brains
MAY 7, 2023
Top Housing Finance Companies in India: It is every Indian’s dream to one day be able to live in his own house. Making this possible are several housing finance companies or mortgage providers throughout the country. In this article, we take a look at the top-listed housing finance companies in India. Keep Reading to find out. Top Housing Finance Companies in India There are currently more than 80 players in the Indian housing finance markets.
Advisor Perspectives
MAY 7, 2023
Declining markets can make active management skill more valuable, and our 2022 scorecard identifies several fund categories in which a majority of active managers outperformed. However, in the largest and most closely watched category, U.S. large-cap equities, a slim majority underperformed. On the positive side, this was the lowest underperformance rate since 2009 and the fourth best across more than two decades of our annual SPIVA Scorecards.
Trade Brains
MAY 7, 2023
Best Mid Cap Stocks Under Rs 100: Mid-cap stocks have characteristics somewhere in between large and small-cap stocks. They are safer and have more consistent earnings growth than small companies while growing faster than their larger counterparts at the same time. They have established clients or customers because of their proven track record and brand name.
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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
MAY 7, 2023
Learn why women are ideally suited to thrive in today's wealth management environment.
Million Dollar Round Table (MDRT)
MAY 7, 2023
By Adam Thomas Rex, CFP, AIF I think our best innovation recently has been related to the planning arc of our business. We found that our desire was to move up the market and serve higher-net-worth clients. Obviously, there is a limited number of hours in the day, and you can only replicate yourself so much. But we are passionate about our business, and we think that everybody needs good financial planning.
Advisor Perspectives
MAY 7, 2023
Portfolio Manager John Paul Lech explores the defining changes of the last three years and how they have informed his approach to the years ahead.
The Big Picture
MAY 7, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Inside the Delirious Rise of ‘Superfake’ Handbags : Can you tell the difference between a $10,000 Chanel bag and a $200 knockoff? Almost nobody can, and it’s turning luxury fashion upside down. ( New York Times ) • ‘We’re All Worse Off ’ Britain is now paying the price for its decision to leave the European Union. ( The Atlantic ) • Straw Ban Arguments : How the overhyped environmental dangers of single-u
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.
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