The Big Picture
NOVEMBER 27, 2023
This weekend Jeff Sommer discussed a DFA research paper on market timing; both are well worth your time to read. The broad strokes are: Market timing is extremely difficult, very few people (if any) do it consistently well. Not only are the odds stacked against you, but very often systems that have successfully timed the market have been simply lucky, and do not succeed in out-of-sample tests.
Wealth Management
NOVEMBER 27, 2023
The complex, long-term nature of sustainable investing makes it inherently an active management discipline.
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Calculated Risk
NOVEMBER 27, 2023
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales decrease to 679,000 Annual Rate in October Brief excerpt: The Census Bureau reports New Home Sales in October were at a seasonally adjusted annual rate (SAAR) of 679 thousand. The previous three months were revised down. The next graph shows new home sales for 2022 and 2023 by month (Seasonally Adjusted Annual Rate).
Wealth Management
NOVEMBER 27, 2023
Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Abnormal Returns
NOVEMBER 27, 2023
Podcast Brendan Frazier talks with Shaun Erickson who is Chief Planning Officer at Single Point Partners. (wiredplanning.com) Ren Makino and Yanley Espinal talk philanthropy with Greg Ratliff, Vice President at Rockefeller Philanthropy Advisors. (docs.google.com) The Smoke Show Why advisers need to keep up on changes in the technology space. (thereformedbroker.com) You can sign up for the Episode 2 of the Smoke Show featuring Flourish Cash here.
Wealth Management
NOVEMBER 27, 2023
The deal takes Avantax private, and the tax-focused firm will operate as a separate division within Cetera.
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Wealth Management
NOVEMBER 27, 2023
Irrevocable trusts can't be modified. unless they can.
The Big Picture
NOVEMBER 27, 2023
My back-to-work morning reads: • How to Tweak Your Investments for a More Normal Market : Convert a traditional IRA to a Roth IRA; Higher interest rates means cash gets a respectable yield; Revisit concentrated positions; consider adding international stocks; buy longer-dated Treasuries. ( Barron’s ) • Economists May Have Been Flying Blind All Along : Declining response rates to official surveys raise the possibility that government and central bank officials have been making decisions bas
Wealth Management
NOVEMBER 27, 2023
Annual non-traded alternatives fundraising for interval funds, BDCs and REITs has reached $58 billion, according to the latest data from Robert A. Stanger & Co. CoStar is predicting a looming office space shortage for the very top tier properties. These are among the must reads from the real estate investment world to start the week.
Nerd's Eye View
NOVEMBER 27, 2023
One of the main goals of financial advisors who market themselves is to build a foundation of trust with their prospective clients so that they feel comfortable in discussing often-sensitive financial topics and ultimately acting on the advisor's recommendations. The challenge, though, is that advisors usually have only a short amount of time to build this trust, and while advisors can use different channels (e.g., their websites, newsletters, and social media) to demonstrate their expertise, th
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Wealth Management
NOVEMBER 27, 2023
Net deposits into ETFs that invest across developing nations as well as those that target specific countries totaled $766.1 million in the week ended Nov. 24, building on gains of $1.57 billion in the previous week.
Calculated Risk
NOVEMBER 27, 2023
The TSA is providing daily travel numbers. This data is as of November 26th. Click on graph for larger image. This data shows the 7-day average of daily total traveler throughput from the TSA (Blue). The red line is the percent of 2019 for the seven-day average. The 7-day average is above the level for the same week in 2019 (104% of 2019). (red line) The 7-day average has been above 2019 Air travel - as a percent of 2019 - is tracking above pre-pandemic levels.
Wealth Management
NOVEMBER 27, 2023
Growth isn’t just a goal, it’s a roadmap.
Calculated Risk
NOVEMBER 27, 2023
From Matthew Graham at Mortgage News Daily: Mortgage Rates Undo Any Potential Damage From Last Friday n other words, the bond market pointed to a moderate jump in rates on Friday. There was a good chance the jump was an artificial byproduct of Thanksgiving week, but there was no way to be sure until today. Now we're sure. Bonds quickly moved back in line with Wednesday's levels and the average mortgage lender did the same.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Wealth Management
NOVEMBER 27, 2023
The Bugielski case concerns whether the plan sponsor had a duty to consider the fee their record keeper received from a brokerage account and managed account provider.
Calculated Risk
NOVEMBER 27, 2023
Altos reports that active single-family inventory was down 0.7% week-over-week and is now up 0.2% year-over-year. Inventory will decrease seasonally for next several weeks (for the Holidays). Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of November 24th, inventory was at 566 thousand (7-day average), compared to 570 thousand the prior week.
Wealth Management
NOVEMBER 27, 2023
Star money managers are selling up or giving cash back to investors. Turning your hedge fund into a sustainable, growing business is a tall order.
XY Planning Network
NOVEMBER 27, 2023
October ended with the S&P 500, Russell 3000, MSCI World Ex USA, MSCI Emerging Markets, and DJ Global Select REIT in the negative for 1-month and 3-month periods, so some clients will certainly be ready for us to answer the question, “What is it this time?” The beauty of our approach—building investment strategies based on academic research and rebalancing back to the target risk tolerance as markets move—is that we can find comfort in these times by revisiting the core tenets of our belief
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Wealth Management
NOVEMBER 27, 2023
Rather than give shelter in a stormy season, the largest dividend ETFs have been left behind by a tech-obsessed market whose biggest proxies have surged 15% or more.
Advisor Perspectives
NOVEMBER 27, 2023
The growth of the federal deficit in the post-COVID era, coupled with the political unwillingness to increase taxes, foretells higher-than-historical inflation rates, according to new research.
Wealth Management
NOVEMBER 27, 2023
Rising interest rates have spurred a boom in demand, but investors should take note of recent changes in the insurance industry.
Cornerstone Financial Advisory
NOVEMBER 27, 2023
Weekly Market Insights: Short Week Strong For Stocks Presented by Cornerstone Financial Advisory, LLC Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. The Dow Jones Industrial Average picked up 1.27%, while the Standard & Poor’s 500 gained 1.00%. The Nasdaq Composite index rose 0.89% for the week.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Alpha Architect
NOVEMBER 27, 2023
Momentum investors utilize different timeframes to identify high momentum equities: past 6, 9, 12 months as an example. Obviously, there is a significant degree of overlap in momentum stocks identified across various past time frames. However, there has been little research focused on understanding the characteristics of momentum stocks formed on six and 12 months that overlap one another.
A Wealth of Common Sense
NOVEMBER 27, 2023
Today’s Talk Your Book is brought to you by Nuveen: On today’s show, we spoke with Nick Travaglino, Managing Director and Portfolio Manager at Nuveen to discuss the fixed-income market in 2023. On today’s show, we discuss: Will rates be higher for longer or has consensus changed? An update on the Fed, and a discussion on the next rate hike or cut Mortgage rates and the probability of a housing slowdown.
Clever Girl Finance
NOVEMBER 27, 2023
When you’re trying to save money, it can feel like you have to put your life on hold. But just because you’re tightening the purse strings doesn’t mean you have to cut into your social life. Actually, you can still enjoy girls day out ideas and have lots of fun, even when you’re on a tight budget. Table of contents 1. Volunteer together 2.
Carson Wealth
NOVEMBER 27, 2023
We hope everyone had a nice Thanksgiving holiday with family and friends. We wanted to take some time this week to go over a few reasons for investors to be thankful. Stocks rallied again last week and are now up four weeks in a row. The S&P 500 is up close to 20% on the year, one big reason to be thankful. The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Clever Girl Finance
NOVEMBER 27, 2023
The idea of building a home might seem like a dream come true because you can fully customize the space. But buying a home already built also has its benefits, like being move-in ready right away. You may find yourself wavering between the two as you consider costs, so is it cheaper to build or buy a house? Table of contents Is it cheaper to build or buy a house?
Random Roger's Retirement Planning
NOVEMBER 27, 2023
Portfolio replication is a tricky thing that frequently doesn't work. It can work like with the now closed Alpha Clone ETF. It replicated hedge funds based on stale 13-f data but it worked. The fund must not have gained enough AUM to last but it did work. We look at a lot of different ideas here, whether we are talking about replication or not, not to simply copy what someone else is doing but to see if some random strategy might have some piece of process or an idea to incorporate in a way that
Advisor Perspectives
NOVEMBER 27, 2023
I'll share the impact healthcare costs have on financial plans, the critical healthcare information to include (such as medical tax deductions and IRMAA), how to budget for costs in a world of variables, and tangible strategies to implement during open enrollment and beyond to ensure clients are on the optimal coverage.
Trade Brains
NOVEMBER 27, 2023
Fundamental Analysis Of Servotech Power Systems: When it comes to investing, many investors tend to focus on well-known companies from the large-cap category. However, small-cap stocks have long been the hidden gems that, if properly selected can offer significant growth potential. One such stock in the small-cap category is Servotech Power Systems.
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
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