Abnormal Returns
AUGUST 9, 2022
Cryptocurrencies A study of the personality traits of cryptocurrency buyers. (evidenceinvestor.com) On the flaws of the Bitcoin model, at scale. (papers.ssrn.com) Research Is it possible to identify when momentum crashes are more likely to happen? (alphaarchitect.com) Why does trend following work better in a high inflation regime? (mrzepczynski.blogspot.com) There's not much to see in tactical asset allocation ETF performance.
Nerd's Eye View
AUGUST 9, 2022
Welcome back to the 293rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anna N’Jie-Konte. Anna is the founder of Dare to Dream Financial Planning, an independent RIA based in New York City that has grown to more than $400,000 of annual revenue in barely 3 years by building a focused base of 32 ongoing clients coupled with more than a dozen project-based planning clients who go through a one-day financial planning intensive.
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The Reformed Broker
AUGUST 9, 2022
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?Was that it? – Epic bounce. Stopped at Vix 20 and reversed. Pattern still holds. ?Expecting worse – “S&P 500 – Average stock price % change to earnings misses*” ?
Abnormal Returns
AUGUST 9, 2022
Strategy Why we find it so hard to withstand a bear market. (theirrelevantinvestor.com) Ten things investors are bad at including 'Withstand poor performance.' (behaviouralinvestment.com) Companies AMC ($AMC) keep playing to the retail crowd. (hollywoodreporter.com) Signs that the CHIPS Act is already working. (bloomberg.com) ETFs Fees matter, a lot, when it comes to ETF flows.
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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
The Reformed Broker
AUGUST 9, 2022
Final Trades: Goldman Sachs, Intl. Flavors & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
AUGUST 9, 2022
90% of stocks in the Russell 1000 are up since June 16th, the day the market bottomed. Some themes stand out when you take a closer look at the winners and losers. 4% of stocks are up 50% or more since the bottom, and a quick glance at this list reveals a common theme; these names all got massacred. Carvana is up over 100% since the bottom and is still down 88% over the past year.
Wealth Management
AUGUST 9, 2022
Products like Toggle, though hardly revolutionary, nonetheless represent significant steps forward in improving day-to-day efficiency for advisors.
The Irrelevant Investor
AUGUST 9, 2022
Are you struggling to come up with the bull case right now? Finding reasons to be optimistic is a challenge that never goes away. I remember when the Roosevelt Raceway theater came to Long Island in 1995. I was ten years old when it felt like Disney World opened up in my backyard. This state-of-the-art cineplex was home to arcade games and a couple of big screen TVs that would run coming attractions on repeat.
A Wealth of Common Sense
AUGUST 9, 2022
Consumer debt is on the rise. This comes from a recent report by the New York Fed: Total household debt rose $312 billion, or 2 percent, in the second quarter of 2022 to reach $16.15 billion, according to the latest?Quarterly Report on Household Debt and Credit. Mortgage balances—the largest component of household debt—climbed $207 billion and stood at $11.39 trillion as of June 30.
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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 9, 2022
Cap rates on suburban garden apartments fell below rates for mid-rise and high-rise multifamily properties during the second quarter, according to recent data from MSCI-Real Estate.
NAIFA Advisor Today
AUGUST 9, 2022
The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce its participation in The American College of Financial Services' sixteenth annual Conference of African American Financial Professionals. The event is being held at the Omni Shoreham Hotel in Washington, D.C. this week and is attended by many NAIFA members and association partners.
Wealth Management
AUGUST 9, 2022
While representatives of the Institute for Portfolio Alternatives warn of the proposal’s 'chilling effect' on brokers, state regulators are asking why REIT customer complaints remain elevated.
The Irrelevant Investor
AUGUST 9, 2022
Today’s Animal Spirits is brought to you by Masterworks: See here to learn more about investing in contemporary art. On today’s show we discuss: Does this look like a recession to you? H1 was not a recession Uptick in home searches and tours Home listings are stale Softbank taking major losses HOOD earnings Z earnings OPEN earnings UBER earnings AMC earnings NVDA earnings Robinhood laying off 23% of workfo.
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 9, 2022
A recent capital infusion from LNC Partners will support continued growth for GCG Advisory Partners as a newly incorporated holding company focused on advisor succession.
Calculated Risk
AUGUST 9, 2022
Back in early 2009, I wrote a couple of posts arguing there would be an increase in auto sales - Vehicle Sales (Jan 2009) and Looking for the Sun (Feb 2009). This was an out-of-the-consensus call and helped me call the bottom for the US economy in mid-2009. I wrote an update in 2014 , and argued vehicle sales would "mostly move sideways" for the next few years.
Wealth Management
AUGUST 9, 2022
If legislative action follows a blueprint established decades ago by the biotechnology industry, it can help fuel innovation and encourage continued adoption.
Alpha Architect
AUGUST 9, 2022
Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads. Global Factor Performance: August 2022 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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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 9, 2022
While representatives of the Institute for Portfolio Alternatives warn of the proposal’s “chilling effect” on brokers, state regulators are asking why REIT customer complaints remain elevated.
Million Dollar Round Table (MDRT)
AUGUST 9, 2022
By Antoinette Tuscano, MDRT Content Specialist In this internet age, before clients do business with you, they go online to find who you are, what your business is and why you might care about doing your best for them. When researching online, your “About us” webpage is often one of the first places people visit. Have you looked at your “About us” page lately?
Wealth Management
AUGUST 9, 2022
Like it or not, you are in the digital space. Here’s how to start using it to your advantage.
Trade Brains
AUGUST 9, 2022
Asian Paints Vs Berger Paints: We Indians have a close relationship with colors. And it is not only because of Holi, the festival of colors. Millions of families sit together in India every year to discuss the color of their new car. Sometimes the conversation is over a wall painted on the occasion of a festival or a marriage. In sum, colors aka paints make up an important part of the lives of Indians.
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Did you know automating your month-end close can save up to 40% of the time typically spent on manual reconciliations? CFOs and controllers are leveraging SkyStem's workflow management and reconciliation tool to eliminate costly mistakes, ditch manual reconciliations and close faster. Want to know how they do it? Download our Quick Start Guide to a Crystal Clear Close!
Wealth Management
AUGUST 9, 2022
Investors are jumping at opportunities to buy land in Sun Belt cities, reports The Wall Street Journal. Politico looks at the groups that lobby for retaining the carried interest loophole. These are among today’s must reads from around the commercial real estate industry.
Validea
AUGUST 9, 2022
In the past, the 60% stocks and 40% bonds portfolio strategy was an easy-to-maintain winning approach that offered good returns alongside solid protection during market turmoil. But in today’s environment of rising interest rates and persistent inflation, the strategy is not as reliable and has many managers looking for different allocations and diversifications in their clients’ portfolios, contends an article in Bottom Line Personal.
Wealth Management
AUGUST 9, 2022
Which U.S. life sciences markets are seeing the most tenant demand? A new CBRE report takes a close look at statistics.
Validea
AUGUST 9, 2022
On a late Friday afternoon in June 2018, the S&P Index Committee announced it was adding Fleetcor Technologies to the S&P 500. On Monday, Fleetcor jumped 6.45% even as the rest of the market dropped. But a week later, Fleetcor was back to its pre-S&P 500 price. That spike in stock price after an announcement that the stock will join a popular benchmark is known as the index inclusion effect, but an article in Morningstar points to recent evidence that the effect has evaporated in the
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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 9, 2022
At RIAs, they’re an indispensable way to find out more about potential hires than what’s just on a resume.
Validea
AUGUST 9, 2022
Among the list of top 10 U.S. stocks from CityWireUSA’s Fix the Future are 4 tech stocks that are beloved by some of the world’s top fund managers. Though they’ve been battered during the market sell-off this year, shares in these elite companies remain expensive because they still retain enormous potential for massive growth—and have the track records to prove it.
Wealth Management
AUGUST 9, 2022
Think Bezos, Buffett and Musk have it wrong? Think again.
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