Abnormal Returns
JANUARY 31, 2024
Podcasts Meb Faber talks with Jared Dillian author of "No Worries: How to Live a Stress-Free Financial Life." (mebfaber.com) Dan Haylett talks with Sonya Lutter about addressing 'your money scripts' in retirement. (humansvsretirement.com) Rick Ferri talks real estate investing with Dr. Jim Dahle and John Worth. (bogleheads.podbean.com) Homes Why people prefer owning over renting.
Nerd's Eye View
JANUARY 31, 2024
In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. Of the many provisions in the bill, the so-called "Death of the Stretch" arguably received the lion's share of consternation from the financial advisor community. Under the new law, non-spouse beneficiaries (with few exceptions) must now withdraw the entirety of an inherited IRA within 10 years of the account owner's passing rather
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Abnormal Returns
JANUARY 31, 2024
Inflation Why investors are pulling money from TIPS ETFs. (ft.com) Is there an ideal level of inflation? (klementoninvesting.substack.com) Crypto Bankrupt FTX says it will pay out customers in whole. (coindesk.com) Are spot Bitcoin ETFs going to start showing up in 401(k) plans? (investmentnews.com) Companies Boeing's ($BA) decline has been decades in the making.
Calculated Risk
JANUARY 31, 2024
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 7.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending January 26, 2024. Last week’s results included an adjustment to account for the MLK holiday.
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.
Wealth Management
JANUARY 31, 2024
Over a matter of weeks, Mariner was hit with multiple lawsuits from rival advisory firms, including Edelman Financial Engines, Avantax and RWA Wealth Partners, claiming the firm's hyper-aggressive growth tactics step over the line. It may just be the new cost of doing business in a rapidly maturing RIA industry, some legal observers say.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JANUARY 31, 2024
Open, honest and candid discussion on Fidelity's deal with insurers, the DOL fiduciary rule, academics' criticism of the DC system, Franklin Templeton's integration of Putnam and more.
A Wealth of Common Sense
JANUARY 31, 2024
Today’s Animal Spirits is brought to you by Kraneshares: See here for Kraneshare’s latest 2024 outlooks on China, the carbon market, and managed futures. See here to register for the Future Proof Retreat in March! On today’s show, we discuss: Plummeting inflation raises new risk for Fed: Rising real interest rates GDP, fourth quarter and year 2023 Young people have a lot more wealth than we thought .
Wealth Management
JANUARY 31, 2024
F2 Strategy co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.
Calculated Risk
JANUARY 31, 2024
Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Recent indicators suggest that economic activity has been expanding at a solid pace. Job gains have moderated since early last year but remain strong, and the unemployment rate has remained low. Inflation has eased over the past year but remains elevated.
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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
JANUARY 31, 2024
One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award.
Calculated Risk
JANUARY 31, 2024
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased in December; Up 6.6% Year-over-year A brief excerpt: On a year-over-year basis, the National FMHPI was up 6.6% in December , from up 6.1% YoY in November. The YoY increase peaked at 19.1% in July 2021, and for this cycle, bottomed at up 0.9% YoY in April 2023.
Wealth Management
JANUARY 31, 2024
Hughes Financial Services is one of three firms to join Bluespring last year.
Calculated Risk
JANUARY 31, 2024
From ADP: ADP National Employment Report: Private Sector Employment Increased by 107,000 Jobs in January; Annual Pay was Up 5.2% Private sector employment increased by 107,000 jobs in January and annual pay was up 5.2 percent year-over-year, according to the January ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
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
JANUARY 31, 2024
The Internal Revenue Service issues new guidance on whether it’s a taxable gift.
Trade Brains
JANUARY 31, 2024
Fundamental Analysis of REC : The Government of India is pursuing the target of achieving 500 GW of renewable energy capacity by 2030, which is expected to drive significant investment in the sector. In this article, we will be analyzing one such company that is involved in financing this sector particularly. Fundamental Analysis of REC Company Overview Established in 1969, to energize agricultural pump-sets for irrigation purposes to reduce the dependency of agriculture on monsoons, REC Limited
Wealth Management
JANUARY 31, 2024
Those who are product agnostic will prevail in the uncertain times ahead.
Advisor Perspectives
JANUARY 31, 2024
History shows that monetary policy drives investment performance. When the Federal Reserve (Fed) hikes or cuts the fed funds target rate in response to economic conditions—or stays on hold while it assesses the data—performance will differ by sector.
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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
JANUARY 31, 2024
Shift in interest rates provides impetus to discounting promissory notes.
Advisor Perspectives
JANUARY 31, 2024
Picture the scene: Weeks after the world came together at the COP28 summit with a deal for “transitioning away from fossil fuels,” Saudi Arabia, the oil industry’s flagship producer, cancels a planned increase in its crude output capabilities. On paper, it’s the stuff climate activists dream about.
Wealth Management
JANUARY 31, 2024
For younger generations, financial goals like buying a house and saving for retirement can feel out of reach.
Trade Brains
JANUARY 31, 2024
Bharat Dynamics Limited (BDL) is a key force in the Indian military sector, dedicated to national security. It has grown into a leading defence technology corporation specializing in designing, developing, and manufacturing complex missile systems and strategic defence solutions. While the company experienced a decline in revenue and net profit during FY23, a contrasting narrative emerges when considering its recent substantial orders, upcoming strategies, and an impressive stock return of 556.
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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!
Wealth Management
JANUARY 31, 2024
Your words, your delivery and being a hard act to follow.
Calculated Risk
JANUARY 31, 2024
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, down from 214 thousand last week. • At 10:00 AM, Construction Spending for December. The consensus is for a 0.5% increase in construction spending. • Also at 10:00 AM, ISM Manufacturing Index for January.
Advisor Perspectives
JANUARY 31, 2024
As money market account balances soar, the mainstream media again proclaims, “There is $6 trillion of cash on the sidelines just waiting to come into the market.
Wealth Management
JANUARY 31, 2024
The 10 spot Bitcoin ETFs began trading on Jan. 11.
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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.
Advisor Perspectives
JANUARY 31, 2024
We move on to the recent inflation that was kicked off by the pandemic. This summary allows us to appreciate better the similarities and differences between now and 50 years ago.
Discipline Funds
JANUARY 31, 2024
Here’s my full interview from Wednesday following the big Fed decision on interest rates. The summary: The market seemed surprised by the Fed decision and especially the commentary that the Fed would not be cutting rates in March. This is no surprise to readers here and it looks abundantly clear that the earliest cut is likely to come in May although June is still the most probable outcome in my view.
MainStreet Financial Planning
JANUARY 31, 2024
In the vast world of financial services, it’s crucial to distinguish between legitimate businesses and those seeking to exploit unsuspecting individuals. MainStreet Financial Planning , Inc. wants to address a recent issue that has come to our attention, confusing our valued clients and potential customers. Clearing the Air: We Are NOT Main Street Financial , the Debt Consolidation Agency It has come to our notice that some individuals have been receiving robo calls from an entity claiming
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