Abnormal Returns
OCTOBER 13, 2024
Markets Stock market returns are rarely average. (tker.co) Why you can't extrapolate market returns. (awealthofcommonsense.com) Markets aren't perfectly efficient, but that doesn't mean you can effectively take advantage. (humbledollar.com) Fund management Why personalization could be coming for target date funds. (riabiz.com) How short-term interest rates affect managed futures fund returns.
Calculated Risk
OCTOBER 13, 2024
From STR: U.S. hotel results for week ending 5 October Due to Rosh Hashana, the U.S. hotel industry reported negative year-over-year comparisons, according to CoStar’s latest data through 5 October. 29 September through 5 October 2024 (percentage change from comparable week in 2023): • Occupancy: 65.6% (-3.4%) • Average daily rate (ADR): US$156.25 (-4.4%) • Revenue per available room (RevPAR): US$102.44 (-7.7%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy
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A Wealth of Common Sense
OCTOBER 13, 2024
Through the end of September, the S&P 500 was up more than 36% in the prior 12 months. That’s a good return. In fact, it’s good enough to put it in the top 10% of one year returns going all the way back to 1926. The stock market is on a heater. Here’s one way to look at how wonderful things have been of late: I calculated the annualized returns over various time frames going way way back.
Trade Brains
OCTOBER 13, 2024
The Securities and Exchange Board of India (SEBI) has given the green light to Jio Financial Services and BlackRock’s joint venture. This strategic partnership brings together Jio’s massive customer base of 450 million users and BlackRock’s global investment expertise, managing over $10 trillion in assets. The joint venture aims to make investing easier for Indian customers.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Random Roger's Retirement Planning
OCTOBER 13, 2024
I stumbled into a new option income fund with the Peerless Option Income Wheel ETF (WEEL). This graphic explains the strategy. It started trading this past spring and does not stand out as being particularly bad or good. As of last Friday, it owned just just two ETFs, an oil services fund and a semiconductor ETF. For now, it is mostly short put options on ETFs.
Advisor Perspectives
OCTOBER 13, 2024
The key moment during the Tesla Inc. robotaxi event Thursday night came when a member of the audience interrupted Chief Executive Elon Musk’s spiel about the benefits of autonomous vehicles. He had just opined about Airbnb-like fleets of money-earning robotaxis that you could care for like a shepherd tends their flock — stirring stuff, this — presaging “a glorious future” when someone shouted: “When will they be available?
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Advisor Perspectives
OCTOBER 13, 2024
The bond market is growing less convinced by the day that the Federal Reserve will embark on two further interest-rate cuts this year.
Tobias Financial
OCTOBER 13, 2024
We are excited to announce that our Wealth Advisor, Franklin Gay , CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA) Miami Symposium! This event, set for October 17, 2024, will gather financial planning professionals from across South Florida for a day of insights, networking, and professional development. Franklin will share his knowledge during the “Practical Applications Working with Allied Professionals” panel.
Trade Brains
OCTOBER 13, 2024
The Federal Reserve Interest Rate is a key tool in U.S. monetary policy. It’s the rate banks charge each other for overnight loans. This rate influences borrowing costs across the economy. When the Fed raises rates, loans become more expensive. Conversely, lower rates make borrowing cheaper. The Fed uses this rate to manage inflation and economic growth.
Advisor Perspectives
OCTOBER 13, 2024
The US debt is near its highest level in history and on track to grow. Neither political party currently seems intent on making it more sustainable.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Abnormal Returns
OCTOBER 13, 2024
Top clicks this week If diversification is good, why not diversify globally? (humbledollar.com) Don't make your investing more complicated than it needs to be. (flyoverstocks.com) What institutional investors are doing isn't working. (blogs.cfainstitute.org) There is a whole class of pundits out there trying to knock you off your game. (downtownjoshbrown.com) Who died and paid the IRS a $7 billion estate tax bill?
Advisor Perspectives
OCTOBER 13, 2024
The market continues to trend higher on Goldilocks pixie dust.
Mr. Money Mustache
OCTOBER 13, 2024
– Well, it looks like we’re here in another US election year already. As Advanced Mustachians, we already know that the ongoing battle of Harris vs. Trump should not be consuming much of our time. Sure, we do our research and cast our votes but after that we move right on to focus on other things within our own circle of control. But out of all the things the politicians like to bicker about, there’s one area where MMM does need to set the record straight, and that area is of course money.
Advisor Perspectives
OCTOBER 13, 2024
The latest S&P 500 rebalance introduced Dell and Palantir to the index, and Apple’s weight grew with annual float changes, signaling technology’s ongoing influence.
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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
The Big Picture
OCTOBER 13, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Trump’s Speeches, Increasingly Angry and Rambling, Reignite the Question of Age : With the passage of time, the 78-year-old former president’s speeches have grown darker, harsher, longer, angrier, less focused, more profane and increasingly fixated on the past, according to a review of his public appearances over the years. ( New York Times ) • Who died and left the US $7 billion?
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