Abnormal Returns
AUGUST 22, 2023
Markets The stock market is laser focused on interest rates. (theirrelevantinvestor.com) Do market valuations mean revert over time? (thediff.co) Why there's never a shortage of pundits willing to make a big market call. (wsj.com) Finance A look at recent Blackstone ($BX) fund performance. (morningstar.com) Retail investors love trading Nvidia ($NVDA) options.
Nerd's Eye View
AUGUST 22, 2023
Welcome back to the 347th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Cary Carbonaro. Cary is the Senior Vice President & Director of Women and Wealth Services for Advisor Capital Management, an independent RIA with offices around the country and headquartered in Charlotte, North Carolina, that oversees more than $6 billion in assets under management for 1,700 client families.
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Abnormal Returns
AUGUST 22, 2023
Venture capital Venture capital fund performance is mid. (ft.com) Good luck calculating the returns to venture capital. (morningstar.com) Private equity Listed private equity performance is nothing special. (alphaarchitect.com) An introduction to private credit. (ft.com) Behavior Longer trading hours are not a good thing for retail traders. (papers.ssrn.com) How shopping in the grocery store is different than shopping online.
The Reformed Broker
AUGUST 22, 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: ►Tech Stock Roundup – Nvidia goes into earnings as the best performing stock this year, plus 221%. ►Beats Get Smoked – “The reward for EPS beats has been close to 10Y lows.” ►Musk’s Shado.
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.
Wealth Management
AUGUST 22, 2023
Rent growth is holding up much better for mid-market apartments vs. luxury units, reported CoStar. The Wall Street Journal looks at disappearing U.S. nursing homes. These are among today’s must reads from around the commercial real estate industry.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
AUGUST 22, 2023
This era in wealth management has seen unparalleled growth opportunity. Lido Advisors has embraced this golden age of shifting demographics and technological advancements to be one of the fastest growing and successful firms in the industry.
Calculated Risk
AUGUST 22, 2023
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 4.07 million SAAR in July; Median Prices Increased 1.9% YoY in July Excerpt: On prices, the NAR reported : The median existing-home price for all housing types in July was $406,700, an increase of 1.9% from July 2022 ($399,000). Prices rose in the Northeast, Midwest and South but were unchanged in the West.
Wealth Management
AUGUST 22, 2023
A recent study by NAREIM and Ferguson Partners assessed the state of management practices among real estate investment managers and private equity real estate firms.
The Irrelevant Investor
AUGUST 22, 2023
It’s hard to take advantage of what everyone already knows. This is one of many reasons that index returns cannot be explained by valuations, especially in the short term. If everybody is aware of something, it’s hard to derive an edge from it. It’s what you can’t predict that drives excess returns. One of the most important things to the stock market right now is interest rates.
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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.
Wealth Management
AUGUST 22, 2023
The company has faced scrutiny from investors in recent months, particularly regarding unrealized losses from securities held on bank balance sheets.
The Irrelevant Investor
AUGUST 22, 2023
Today’s Animal Spirits is brought to you by YCharts: Submit your email here to receive 20% off a YCharts subscription for new clients and here for YCharts Value vs. Growth Trends Report On today’s show, we discuss: Why the era of historically low-interest rates could be over Real interest rates hit 2% Misconceptions about individual bonds vs bond funds How to get rich and famous from a stock market crash Federal.
Wealth Management
AUGUST 22, 2023
For some, a good challenge and a good time beat the deathly drone of sponsored sales pitches disguised as educational sessions.
Million Dollar Round Table (MDRT)
AUGUST 22, 2023
By Sim Gakhar, CHS, CEA If you only work for money, you become selfish. Selfish advisors are not professionals. When you run after money, you are only running. Yes, making money is an objective. If, however, you run a solid business, build strong relationships and help people, you will achieve financial success that grows and lasts. That’s what I want to do.
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.
Wealth Management
AUGUST 22, 2023
The new tool uses an API integration from OpenAI, the creator of text-based chatbot ChatGPT and image generator DALL-E.
A Wealth of Common Sense
AUGUST 22, 2023
Rounding third base to middle age and having kids has caused me to think a lot about how different their lives are going to be than mine. I suppose this is a rite of passage every generation goes through. A lot of it has to do with the technological progress we’ve experienced over my lifetime. I graduated high school in the year 2000 which is weird because I grew up in the pre-internet age but have witnessed all of.
Wealth Management
AUGUST 22, 2023
The evidence demonstrates that we should have a healthy skepticism about the accuracy of forecasts.
Trade Brains
AUGUST 22, 2023
Fundamental Analysis of Polycab India : From the rapid exchange of digital information to the seamless distribution of energy, the cables and wires sector plays a vital role in the development of the country. Within this critical sector, one company stands out as a market leader: ‘Polycab India’ Since its lows during covid, the stock has given a multi-bagger of 629% to its investors.
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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.
Wealth Management
AUGUST 22, 2023
The financial services firm brought a benchmark-sized deal of senior unsecured notes Tuesday.
Harness Wealth
AUGUST 22, 2023
Starting an accounting firm, like any new business, requires a certain amount of start-up capital. From incorporation fees to purchasing tax and accounting software to optimizing your human capital (time), we’ll explore the many costs associated with starting an accounting firm and the operational expenses you should anticipate as you grow your new business.
Wealth Management
AUGUST 22, 2023
A simple approach to helping clients maximize charitable impact and reduce taxable income.
Calculated Risk
AUGUST 22, 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. • At 10:00 AM, New Home Sales for July from the Census Bureau. The consensus is for 701 thousand SAAR, up from 697 thousand in June. • Also at 10:00 AM, the Bureau of Labor Statistics (BLS) will release the 2023 Preliminary Benchmark Revision to Establishment Survey Data. • Dur
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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
AUGUST 22, 2023
When done correctly, joint representation can have many benefits.
Validea
AUGUST 22, 2023
Benjamin Graham is often considered to be “the father of value investing” and an article in Forbes discusses the two models created on his philosophies: the AAII Graham Defensive Investor Non-Utility model, and the AAII Graham Defensive Investor Utility model, which have an average annual gain of 12.7% and 6.7%, respectively. Graham took the contrarian view that investors could avoid negative influences or misjudgments by focusing on the intrinsic value of a company, as defined by that company’s
Wealth Management
AUGUST 22, 2023
Legal editor Anna Sulkin discusses this month's cover.
Advisor Perspectives
AUGUST 22, 2023
A marketing firm is helping us rewrite our copy on the website and producing some marketing materials. But the question coming up from my team is, “How do we turn this into an elevator pitch?
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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.
Wealth Management
AUGUST 22, 2023
Ethical considerations for this modern approach to working.
Zoe Financial
AUGUST 22, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 22, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was down and so was Nasdaq. S&P 500 was down 2.1% this past week. Nasdaq was down 2.6% for the week. There is a pullback, the question is: will we have a bear market?
Wealth Management
AUGUST 22, 2023
How to avoid and navigate surprising tax consequences.
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