Abnormal Returns
OCTOBER 18, 2023
Podcasts Peter Lazaroff on what constitutes 'evidence-based investing.' (peterlazaroff.com) Bogumil Baranowski talks with Brian Feroldi, author of "Why the Stock Market Goes Up." (talkingbillions.co) Frazer Rice talks with Jared Dillian about his forthcoming book "No Worries: How to Live a Stress-Free Life." (open.spotify.com) Peter Dunn on understanding your relationship with money.
Nerd's Eye View
OCTOBER 18, 2023
A key value proposition for financial advisors is helping clients avoid common behavioral biases that can lead to suboptimal investment decisions. Even people who are normally rational decision-makers can be prone to fear, greed, and overconfidence, and the persistence of market bubbles where investors chase whatever company or sector is all the rage at the time (and often get stuck with losses when the bubble pops) shows that herd mentality in investing is as prevalent as ever.
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Calculated Risk
OCTOBER 18, 2023
Today, in the CalculatedRisk Real Estate Newsletter: 30-Year Mortgage Rates Hit 8.0% Excerpt: Mortgage News Daily reports 30-year fixed rate mortgages rose to 8.0% today (for top tier scenarios). This will mostly impact closed sales in November and December, and strongly suggests we will see new cycle lows for existing home sales over the winter. Note: The National Association of Realtors (NAR) is scheduled to release September existing home sales tomorrow, Thursday, October 19th, at 10:00 AM ET
Validea
OCTOBER 18, 2023
By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Looking at Amazon, Apple, Google (Alphabet), Meta, Microsoft, Nvidia and Tesla through the lens of the guru models on Validea. What do you see when you look inside your portfolio so far this year? Do you have a broad, diverse set of winning positions or are most of your gains in just a few stocks.
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.
The Irrelevant Investor
OCTOBER 18, 2023
There is no such thing as a no-brainer when it comes to predicting the future. I was reminded of this painful lesson over the weekend when the kicker of the 49ers missed a 40-yard field goal and busted several of my bets. The 49ers are arguably the best team in the league. While their opponent the Cleveland Browns have an incredible defense, they were without their starting quarterback.
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Advisor Perspectives
OCTOBER 18, 2023
New residential building permits experienced their largest monthly decline since November 2022 according to the U.S. Census Bureau and the Department of Housing and Urban Development. In September, building permits reached a seasonally adjusted annual rate of 1.473 million, surpassing the forecasted 1.445 million. This marks a 4.4% decrease from August and a 7.2% decline compared to one year ago.
Wealth Management
OCTOBER 18, 2023
A year after announcing it would leave Raymond James and restructure from an OSJ to a hybrid, multi-custodial RIA, Concurrent says it recruited more than $1 billion in assets and added Schwab as a custodian.
Trade Brains
OCTOBER 18, 2023
Vijay Kedia Success Story : Vijay Kedia is one of the most successful stock investors of the present time. His stock market journey is inspiring for many old and new investors. Today, let’s re-visit his journey to learn how Vijay Kedia became one of the most triumphant stock investors of India. “One must understand that stock market is a “high risk- high gain” business.
Calculated Risk
OCTOBER 18, 2023
Today, in the CalculatedRisk Real Estate Newsletter: September Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction Excerpt: The third graph shows the month-to-month comparison for total starts between 2022 (blue) and 2023 (red). Total starts were down 7.2% in September compared to September 2022. And starts year-to-date are down 12.1% compared to last year.
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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.
Trade Brains
OCTOBER 18, 2023
Top 15 Strongest Currencies in the World: Throughout history, commerce has evolved significantly. From bartering to the creation of money, human commerce has transitioned a long way. Currently, Each country has its own currency for conducting business, and these currencies have different values in comparison to each other. In this article, we’ll explore the top 15 strongest currencies worldwide and see where each of them stands in terms of Indian Rupees.
Wealth Management
OCTOBER 18, 2023
Landon Warmund, who is only in his fifth year in the finance industry, is already giving serious thought to succession planning.
Advisor Perspectives
OCTOBER 18, 2023
Dimensional’s new ETFs are good news for investors but raise issues for advisors.
Wealth Management
OCTOBER 18, 2023
Kevin Clark was apprehensive about entering the financial planning industry, particularly because of his introverted nature.
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.
Advisor Perspectives
OCTOBER 18, 2023
There is a growing movement among investors to align their portfolio to their values or belief systems. Advisors can use Direct Indexing products and Separately Managed Accounts to help their clients pursue faith- or values-based investing.
Wealth Management
OCTOBER 18, 2023
Asset managers are increasingly rolling out products aimed at the wealth channel, but will advisors bite?
Advisor Perspectives
OCTOBER 18, 2023
The US Federal Reserve’s efforts to quell inflation have sent long-term interest rates to their highest level in a generation, putting a lot of stress on banks, companies and anyone looking to finance a new home.
Wealth Management
OCTOBER 18, 2023
Maurice Miller talks about why it's important to re-evaluate how new advisors are compensated.
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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.
Advisor Perspectives
OCTOBER 18, 2023
In September, housing starts rose to a seasonally adjusted annual rate of 1.358 million, falling short of the forecasted 1.380 million. This marks a 7.0% increase from August and a 7.2% decline compared to one year ago.
Wealth Management
OCTOBER 18, 2023
Cooke Capital's Haley Tolistsky shares her unique journey into the financial advisor profession.
Calculated Risk
OCTOBER 18, 2023
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: AIA/Deltek Architecture Billings Index Reports New Decline in Business Condition Business conditions at architecture firms declined again in September, the AIA/Deltek Architecture Billings Index (ABI) reports. The score of 44.8 for September is the lowest score reported since December 2020 during the height of the pandemic.
Wealth Management
OCTOBER 18, 2023
It’s crucial to ask the right questions to ensure the transition goes as smoothly as possible.
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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!
Calculated Risk
OCTOBER 18, 2023
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 6.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending October 13, 2023. The Market Composite Index, a measure of mortgage loan application volume, decreased 6.9 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
OCTOBER 18, 2023
Blake Pinyan, CFP and FPA National NextGen Co-Chair, shares his journey in the financial planning industry.
Calculated Risk
OCTOBER 18, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 210 thousand initial claims, up from 209 thousand last week. • Aslo at 8:30 AM, the Philly Fed manufacturing survey for October. The consensus is for a reading of -6.8, up from -13.5. • At 10:00 AM, Existing Home Sales for September from the National Association of Realtors (NAR).
Wealth Management
OCTOBER 18, 2023
Higher tax rates actually may help your client pass down their home via a QPRT.
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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.
Calculated Risk
OCTOBER 18, 2023
Fed's Beige Book "This report was prepared at the Federal Reserve Bank of St. Louis based on information collected on or before October 6, 2023. " Most Districts indicated little to no change in economic activity since the September report. Consumer spending was mixed, especially among general retailers and auto dealers, due to differences in prices and product offerings.
Wealth Management
OCTOBER 18, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
Advisor Perspectives
OCTOBER 18, 2023
This article discusses one of my favorite bond fair-value models to show you the true bond-yield signal.
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