Abnormal Returns
MAY 7, 2024
Markets Why TIPS are more attractive than nominal bonds at this point. (morningstar.com) Chinese stocks have badly underperformed for more than a decade. (sherwood.news) ETFs Just because somebody puts a strategy in an ETF wrapper doesn't mean you need to buy it. (rogersplanning.blogspot.com) Is there another class of investors able to push spot Bitcoin ETF adoption higher?
Nerd's Eye View
MAY 7, 2024
Welcome everyone! Welcome to the 384th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Hannah Provost. Hannah is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based in Plattsburgh, New York, that oversees approximately $150 million in assets under management for about 380 client households.
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Abnormal Returns
MAY 7, 2024
Momentum Momentum matters, but its complicated. (alphaarchitect.com) Institutional investors drive same-weekday momentum. (papers.ssrn.com) Institutional Private equity is ripe for disruption. (papers.ssrn.com) Institutional benchmark manipulation is real. (caia.org) Households Don't dismiss household subjective expectation surveys. (papers.ssrn.com) Individuals don't understand the effect of inflation on the real value of their debt.
A Wealth of Common Sense
MAY 7, 2024
One of my favorite pop culture developments in recent years is the famous person press tour. If you write a new book or have a new movie or TV show coming out, you have to talk to every outlet imaginable to sell your project. There is so much content and so much competition for our attention these days that even uber-successful people are forced to make the hard sell.
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
MAY 7, 2024
From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in April Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were down in April compared to March. The Manheim Used Vehicle Value Index (MUVVI) fell to 198.4, a decline of 14.0% from a year ago. The seasonal adjustment to the index magnified the results for the month, resulting in a 2.3% month-over-month decrease.
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Wealth Management
MAY 7, 2024
After nearly four months of steady outflows, Grayscale’s Bitcoin ETF broke its losing streak and posted its first net inflows since January. Several asset managers made moves to bolster their products targeting the private wealth channel. These are among the investment must reads we found this week for wealth advisors.
Alpha Architect
MAY 7, 2024
The following factor performance modules have been updated on our Index website. Global Factor Performance: May 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
MAY 7, 2024
The IBD filed a notice to appeal with the First Circut Court of Appeals after a Massachusetts federal judge ruled in favor of the Securities and Exchange Commission.
Calculated Risk
MAY 7, 2024
From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. Total originated U.S. carloads averaged 212,221 per week in April 2024, down 6.5% from April 2023 and the second lowest weekly average for April in our records that go back to 1988. (April 2020 was lower.) Total carloads fell year over year each of the first four months of 2024.
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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
MAY 7, 2024
The planning provider has seen significant demand from advisors, contributing to the rollout of RightRisk.
Million Dollar Round Table (MDRT)
MAY 7, 2024
By Crystal Washington, CSP We are living in a time of immense change and global growth. Social media and technology are part of the change. These can help you acquire clients if you’re aware of some of the trends in this area and understand what to keep your eye on. Here are a few areas of social media to consider: LinkedIn. When it comes to business networking, LinkedIn is the most socially centric, so it’s important to tweak your posting strategy at least once a month.
Wealth Management
MAY 7, 2024
In the world, the United States has the most cities boasting millionaire residents, followed by China.
Advisor Perspectives
MAY 7, 2024
When each of my children was born, I had their application for a 529 college fund filled out, mailed, and funded with the first $100 before they were released from the hospital.
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
MAY 7, 2024
Thomas Hofstetter and Daniel Baron will join the Ohio-based DayMark, a Dynasty Financial Partners member firm managing about $2.5 billion in assets.
Calculated Risk
MAY 7, 2024
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.
Wealth Management
MAY 7, 2024
Marshberry’s director of financial advisory services on how advisors navigate their growth trajectories.
Wealthfront
MAY 7, 2024
Today, we’re thrilled to introduce Wealthfront’s Automated Bond Ladder, an easy new way to earn a steady yield on your extra cash with zero state income taxes. Wealthfront’s Automated Bond Ladder invests in a portfolio of US Treasuries, which are exempt from state and local income taxes, so you can earn more—and keep more—than you […] The post Introducing Wealthfront’s Automated Bond Ladder appeared first on Wealthfront Blog.
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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
MAY 7, 2024
The investments represent the highest reported position yet on spot bitcoin ETFs by an RIA.
Calculated Risk
MAY 7, 2024
Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Tracking rents is important for understanding the dynamics of the housing market. For example, the sharp increase in rents helped me deduce that there was a surge in household formation in 2021 (See from September 2021: Household Formation Drives Housing Demand ).
Wealth Management
MAY 7, 2024
The team, which has created Thimble Island Private Wealth, joins from Janney Montgomery Scott.
Trade Brains
MAY 7, 2024
10 Best Crypto Brokers in the World: A reputable crypto broker is very important and essential for traders to have a profitable path without any glitches during trading hours. Look for one that is both dependable and easy to use. With a surge of timely traders and investors, cryptocurrency marketplaces are continually expanding. If you want to start trading cryptocurrencies, these are the top 10 brokers to check into as not all of them give the same degree of experience.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
Wealth Management
MAY 7, 2024
A look at the recent performance of private direct lending.
Advisor Perspectives
MAY 7, 2024
The breeze of this earnings season has been near perfect. First-quarter earnings, now published by 80% plus of the S&P 500’s members, put the index’s profits on course for their strongest growth since the second quarter of 2022, when higher inflation and higher rates began to bite.
Trade Brains
MAY 7, 2024
Aadhar Housing Finance IPO Review: Aadhar Housing Finance is coming up with its IPO issue of Rs. 3000 Cr which will open on 8th May 2024. The issue will close on 10th May and be listed on the exchange on 15th May 2024. This article will analyze the GMP, financials, strengths and weaknesses of the Aadhar Housing Finance IPO Review 2024. Keep reading to find out!
Advisor Perspectives
MAY 7, 2024
Our monthly workforce analysis has been updated to include the latest employment report for April. The unemployment rate inched up to 3.9% and the number of new non-farm jobs (a relatively volatile number subject to extensive revisions) came in at 175K.
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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.
Random Roger's Retirement Planning
MAY 7, 2024
The ReturnStacked ETFs crew sat for a podcast that covered a lot of ground and I pulled out a couple of nuggets to write about. They talked a little bit about carry as an investment strategy and they have two funds coming out soon that include carry. One fund will be 100% stocks and 100% carry and the other will be 100% bonds and 100% carry. So like their other funds they will be leveraged.
Wealth Management
MAY 7, 2024
These 20 funds took in the most money over the last 30 days.
Advisor Perspectives
MAY 7, 2024
Gas prices inched down for a second straight week. As of May 6th, the price of regular and premium gas fell 1 and 2 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $78.48, down 5.0% from last week.
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