Abnormal Returns
DECEMBER 21, 2023
Markets Small cap stocks still look cheap relative to large caps. (morningstar.com) What do you get when you combine momentum and quality? (downtownjoshbrown.com) Finance Citigroup ($C) is now getting out of the distressed debt trading business. (finance.yahoo.com) Banks are clawing to hold onto a chunk of the leveraged lending market. (bloomberg.com) Sweden's stock market may cut back their trading hours.
Wealth Management
DECEMBER 21, 2023
These nine episodes provide diverse points of view, cutting-edge information, inspirational guests and valuable insights to help advisors improve both their professional and personal lives.
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Abnormal Returns
DECEMBER 21, 2023
Books Five insights from "Big Fiction: How Conglomeration Changed the Publishing Industry and American Literature" by Dan Sinykin. (nextbigideaclub.com) Anne Helen Petersen talks with Amy Schiller author of "The Price of Humanity: How Philanthropy Went Wrong — And How to Fix It." (annehelen.substack.com) Technology A true AI assistant is Google's ($GOOGL) real moonshot.
Trade Brains
DECEMBER 21, 2023
Best Small Cap Stocks with High Net Profit Margin : Investing in the Stock Market can be quite a tricky business. The number of ratios to analyze & compare with peers can be quite overwhelming, Isn’t it? So, if asked to choose one metric to pick out the few bad apples from the good ones, what would it be? Our pick would be Net Profit Margins. These margins give us an idea as to what percentage of revenue the Company takes home.
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
DECEMBER 21, 2023
The DOL reported : In the week ending December 16, the advance figure for seasonally adjusted initial claims was 205,000 , an increase of 2,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 202,000 to 203,000. The 4-week moving average was 212,000, a decrease of 1,500 from the previous week's revised average.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
DECEMBER 21, 2023
With younger generations facing higher housing costs and a tricky job market, many are living at home and getting financial assistance from their families.
A Wealth of Common Sense
DECEMBER 21, 2023
A reader asks: What would you advise as an alternative to getting on the “real estate ladder”? Saving and waiting for lower interest rates? Or investing in the market until you can put down a larger down payment? Offering advice on the home buying process is even harder than offering investment advice without more context. Investing is personal but your living situation has even more idiosyncratic risks involv.
Wealth Management
DECEMBER 21, 2023
Gaschen, Berlingeri & Casebolt joins Atria from Cetera and Edward Jones, while advisor Peter Bell moves to a Cetera OSJ via LPL.
The Irrelevant Investor
DECEMBER 21, 2023
Today’s Compound and Friends is brought to you by Public: See here for more information on Public’s payout offer to switch brokerages! On today’s show, we discuss: TKer’s 2023 chart of the year Tesla getting trounced by S&P 500 three years after joining Americans over 70 hold more than 30% of the country’s wealth Shari’s double-trigger deal cooler Listen here: Charts: The post The Compound and Friends: 12 Reasons to Be Bullish appeared first on The Irrelevant
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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
DECEMBER 21, 2023
Education about gold investments is key to ensuring clients have a well-balanced portfolio that can withstand economic fluctuations.
Calculated Risk
DECEMBER 21, 2023
From WardsAuto: December U.S. Light-Vehicle Sales Tracking to End Year on Positive Note (pay content). Brief excerpt: Higher inventory and increased discounting, combined with a rebound in fleet deliveries, will lead December's results. With Q4 totaling a 15.5 million-unit annualized rate, sales in entire-2023 will total a 4-year-high 15.4 million units.
Wealth Management
DECEMBER 21, 2023
Avoid an unnecessary and expensive penalty by having these policies and procedures in place regarding e-signatures.
Calculated Risk
DECEMBER 21, 2023
From the BEA: Gross Domestic Product (Third Estimate), Corporate Profits (Revised Estimate), and GDP by Industry, Third Quarter 2023 Real gross domestic product (GDP) increased at an annual rate of 4.9 percent in the third quarter of 2023 , according to the "third" estimate released by the Bureau of Economic Analysis. In the second quarter, real GDP increased 2.1 percent.
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
DECEMBER 21, 2023
A review of the most influential trends that impacted advisors in 2023, plus predictions and actionable guidance for 2024.
Ron A. Rhodes
DECEMBER 21, 2023
In the 401(k) world there has for many years been the option for plan participants to contribute to Roth 401(k) accounts, rather than traditional 401(k) account.
Wealth Management
DECEMBER 21, 2023
Strategic tax-loss harvesting can improve a portfolio’s after-tax returns and offset ordinary income.
Calculated Risk
DECEMBER 21, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Durable Goods Orders for November. The consensus is for a 0.1% increase. • Also at 8:30 AM, Personal Income and Outlays for November. The consensus is for a 0.4% increase in personal income, and for a 0.3% increase in personal spending. And for no change in the PCE price index, and the Core PCE price index to increase 0.2%.
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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.
Discipline Funds
DECEMBER 21, 2023
Is there a chance that the market has gotten way ahead of the Federal Reserve? Will core inflation continue to linger in 2024? Cullen Roche expects interest rate volatility, even with continued stabilization. The U.S. consumer seems to be incredibly resilient. How can investors manage their fixed income portfolio? Roche says that for a more immediate time horizon, it is important to extend T-Bill maturities.
Calculated Risk
DECEMBER 21, 2023
From STR: U.S. hotel results for week ending 16 December U.S. hotel performance was expectedly lower from the previous week, but year-over-year comparisons were positive, according to CoStar’s latest data through 16 December. 10-16 December 2023 (percentage change from comparable week in 2022): • Occupancy: 54.7% (+1.1%) • Average daily rate (ADR): US$142.62 (+4.7%) • Revenue per available room (RevPAR): US$77.99 (+5.8%) emphasis added The following graph shows the seasonal pattern for the hotel
Advisor Perspectives
DECEMBER 21, 2023
As is our custom, we conclude the year by reflecting on the 10 most-read practice management articles over the past 12 months. Tomorrow, we will highlight the 10 best articles you probably missed.
Calculated Risk
DECEMBER 21, 2023
From ICE (formerly Black Knight): ICE First Look at November Mortgage Performance: Delinquencies Historically Low Despite Seasonal Rise; Performance of Recent Originations Worth Watching • The national delinquency rate edged higher to 3.39% in November – down 10 basis points (bps) from the same time last year – but remains 64 bps below pre-pandemic levels • Likewise, early-stage delinquencies among VA loans hit their highest non-pandemic levels since 2009, as rising interest rates have begun to
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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
DECEMBER 21, 2023
As 2023 is nearing its end, tax-loss harvesting season is in full swing. This is often top of mind for advisors and their clients. But Capital Group is seeing some advisors hesitate to harvest losses due to ongoing volatility in the equity and bond markets, and general uncertainty about 2024. My guest, Courtney Wolf, joins me today to talk about why to deploy cash and use tax-loss harvesting via active fixed income ETFs.
Validea
DECEMBER 21, 2023
This episode is the first part II our Show Us Your Portfolio series. When we originally spoke to Larry Swedroe, we were very intrigued by his use of illiquid alternatives within his portfolio. But we didn’t have time in the original interview to dig into the details of his strategy and the individual components of it. In this interview , we correct that.
Advisor Perspectives
DECEMBER 21, 2023
Since the financial crisis of 2008, policymakers have been cracking down on leverage at banks. As a result, banks cut back on any lending that didn’t seem profitable enough if it wasn’t juiced by leverage.
SEI
DECEMBER 21, 2023
SEI to Leverage Unique Industry Position to Meet Market Demand and Streamline Investment Process for Alternatives
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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
DECEMBER 21, 2023
Treasuries rallied along with global bonds, sending benchmark yields to multi-month lows, as traders bet the world is entering a new, disinflationary period by wagering on more interest-rate cuts next year.
Ron A. Rhodes
DECEMBER 21, 2023
In recent years a major development has occurred with respect to annuities … more and more insurance companies are offering annuity products with no commissions.
Advisor Perspectives
DECEMBER 21, 2023
This year’s hottest derivatives trade, and perhaps also its most divisive, stole the limelight one final time for 2023 as market watchers cast zero-day options as the villains behind Wednesday’s rally-ending slump in US equities.
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