Abnormal Returns
SEPTEMBER 1, 2022
Strategy There's still too much closet indexing going on. (ft.com) People who get out of the market have a hard time getting back in. (evidenceinvestor.com) Companies Netflix ($NFLX) is planning to charge premium rates for ads. (wsj.com) Snap ($SNAP) simply overhired during pandemic. (theinformation.com) How a Twitter ($TWTR) edit button can be abused.
The Reformed Broker
SEPTEMBER 1, 2022
Final Trades: CME, Abbvie & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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Abnormal Returns
SEPTEMBER 1, 2022
Books An excerpt from "How to Stay Smart in a Smart World: Why Human Intelligence Still Beats Algorithms" by Gerd Gigerenzer. (behavioralscientist.org) An excerpt from "Streets of Gold: America’s Untold Story of Immigrant Success" by Ran Abramitzky and Leah Boustan. (behavioralscientist.org) An excerpt from Marisa Franco’s new book, "Platonic: How the Science of Attachment Can Help You Make—And Keep—Friends.
Pragmatic Capitalism
SEPTEMBER 1, 2022
I joined The Investor’s Podcast for the 9th time! I am officially the Alec Baldwin of the show, but far less handsome. We continued our talk about inflation and how [ … ].
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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.
Validea
SEPTEMBER 1, 2022
Minneapolis Fed President Neil Kashkari told Bloomberg that he was “happy to see” the reaction to Jerome Powell’s speech at the Fed’s annual retreat in Jackson Hole, in an interview on Bloomberg’s Odd Lots podcast. That reaction was a steep market drop in the wake of the speech, indicating investors are starting to comprehend the Fed’s battle to get inflation back to 2%.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
SEPTEMBER 1, 2022
The industrial development pipeline is at its highest level in years. But developers are facing a host of new challenges.
NAIFA Advisor Today
SEPTEMBER 1, 2022
Life insurance is a crucial part of any solid financial plan, but 41% of Americans say they don’t have sufficient life insurance coverage. That's why NAIFA partner Life Happens created Life Insurance Awareness Month (LIAM) and why NAIFA strongly supports efforts to promote the benefits of life insurance during September and all year long. For agents and advisors, LIAM is the perfect time to meet with your clients to make sure their life insurance coverage meets their needs.
WiserAdvisor
SEPTEMBER 1, 2022
If you are thinking about why you should continue meeting with your financial advisor, you have already taken a big step toward securing your financial future – you have engaged the services of a professional. Now, how often you need to meet with your advisor depends on the degree of help needed by you. If your financial affairs are complex in nature that require a higher frequency of supervision such as overseeing an estate, sale of a real estate property, having multiple investments acro
Calculated Risk
SEPTEMBER 1, 2022
Today, in the Calculated Risk Real Estate Newsletter: Active vs Total Existing Home Inventory Excerpt: Over a year ago, housing economist Tom Lawler noted the divergence in the change in total inventory vs the change in active inventory. He wrote : As I’ve noted before, the inventory measure in most publicly-released local realtor/MLS reports excludes listings with pending contracts, but that is not the case for many of the reports sent to the NAR (referred to as the “NAR Report!
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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
SEPTEMBER 1, 2022
The company has “no issue” when employees need to work from home from time to time, though it wants senior bankers to be coming in to motivate their junior counterparts, according to a memo to staff. The memo follows similar moves from banks including Goldman Sachs Group Inc. and Morgan Stanley in recent days.
Alpha Architect
SEPTEMBER 1, 2022
Non-standard errors capture uncertainty due to differences in research design choices. We establish substantial variation in the design choices made by researchers when constructing asset pricing factors. By purposely data mining over two thousand different versions of each factor, we find that Sharpe ratios exhibit substantial variation within a factor due to different construction choices, which results in sizable non-standard errors and allows for p-hacking.
Wealth Management
SEPTEMBER 1, 2022
Skeptics of the meme-craze that’s re-ignited corners of the stock market may soon have a fresh way to bet against it.
Validea
SEPTEMBER 1, 2022
2022’s second quarter saw a record high for global dividends, after payouts that were delayed by the pandemic rebounded, reports an article in Barron’s. According to the most recent version of the Janus Henderson Global Dividend Index, which tracks payouts from 1200 companies around the globe, dividends shot up to $545 billion or 11.3%. That’s an all-time record.
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
SEPTEMBER 1, 2022
Explosive growth in the advisor industry has strained ancillary services, especially in the custodial space.
Calculated Risk
SEPTEMBER 1, 2022
(Posted with permission). The ISM manufacturing index indicated expansion. The PMI® was at 52.8% in August, unchanged from 52.8% in July. The employment index was at 54.2%, up from 49.9% last month, and the new orders index was at 51.3%, up from 48.0%. From ISM: Manufacturing PMI® at 52.8% August 2022 Manufacturing ISM® Report On Business® Economic activity in the manufacturing sector grew in August, with the overall economy achieving a 27th consecutive month of growth, say the nation's supply e
Validea
SEPTEMBER 1, 2022
Market performance in the early years of retirement can greatly affect how long retirement funds will last, as losses can take a larger chunk out of a portfolio when it’s more flush. In an ideal world, every retiree would time their retirement to coincide with a bull market, but even during a severe downturn retirees can make their money last, contends an article in The Wall Street Journal.
Calculated Risk
SEPTEMBER 1, 2022
From the Census Bureau reported that overall construction spending increased: Construction spending during July 2022 was estimated at a seasonally adjusted annual rate of $1,777.3 billion, 0.4 percent below the revised June estimate of $1,784.3 billion. The July figure is 8.5 percent above the July 2021 estimate of $1,637.3 billion. emphasis added Private spending decreased and public spending increased: Spending on private construction was at a seasonally adjusted annual rate of $1,424.2 billio
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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.
Validea
SEPTEMBER 1, 2022
There has been a lot of debate about Federal Reserve policy in the wake of the pandemic. But many of those involved in that debate want to promote a specific position and interpret the facts in a way to accomplish that goal. In this episode, we wanted to take a step back cover the facts about the Federal Reserve and how it operates. And we couldn’t think of a better person to do that with than our friend Cullen Roche.
Wealth Management
SEPTEMBER 1, 2022
Learn about the evolving nature of acquisitions.
Validea
SEPTEMBER 1, 2022
September has a long history of being the worst month for stocks, averaging a 0.56% decline in the S&P 500 (and its predecessor) since the end of WWII, according to an article in Chief Investment Officer that cites a study by Sam Stovall of CFRA. Small-cap stocks usually get hit along with large-cap stocks in the S&P 500, with the Russell 2000 declining 0.31% on average in September.
Clever Girl Finance
SEPTEMBER 1, 2022
Are you a victim of your limiting beliefs about money? You're not alone. According to a new report , 50% of Americans say they feel at least somewhat trapped in their financial situation. Seventeen percent feel very or extremely trapped. When you feel stuck in your financial situation, it can be hard to learn how to make a change and move forward—and it's depressing and disheartening.
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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!
SEI
SEPTEMBER 1, 2022
Video Q&A: Trends in cryptocurrency fundraising. phernandez1. Thu, 09/01/2022 - 09:18. 2 minutes. Alternative investments. Nonprofits and healthcare organizations. Institutional (US). Video. Our insights. Cryptocurrency appears to be here to stay. In fact, one in 10 people in the U.S. are already investing in cryptocurrencies, especially among our millennial and Generation Z investors.
Calculated Risk
SEPTEMBER 1, 2022
A few brief excerpts from a note by Goldman Sachs economist Spencer Hill: We estimate nonfarm payrolls rose by 350k in August (mom sa). We estimate the unemployment rate edged down to 3.4% in August. emphasis added CR Note: The consensus is for 280 thousand jobs added, and for the unemployment rate to be unchanged at 3.5%.
SEI
SEPTEMBER 1, 2022
CEO statement on DEI. emudrock1. Thu, 09/01/2022 - 12:14. 2 minutes. Community. Culture. Corporate. Enterprise (Corporate). Video. Inclusion. Our leadership is launching a multi-year initiative to continue improving diverse representation throughout our workforce. View transcript. Close transcript. We have always believed in the power of diversity, equity, and inclusion (DEI) to fuel our approach to creating solutions for new challenges, making better decisions, and providing every employee acce
Clever Girl Finance
SEPTEMBER 1, 2022
If you’re trying to save, money leaks can be like a small leak in a pail that makes it impossible to fill. When you’re spending money on lots of small things that aren’t providing you with much long-term value, it can be hard to put aside extra money. We can all stand to take a look at our finances and cut back on unnecessary spending. By looking at everyday expenses, you can identify any possible money leaks in your budget.
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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.
SEI
SEPTEMBER 1, 2022
CEO statement on diversity. emudrock1. Thu, 09/01/2022 - 12:14. 2 minutes. Community. Culture. Corporate. Enterprise (Corporate). Video. Inclusion. Our leadership is launching a multi-year initiative to continue improving diverse representation throughout our workforce. View transcript. Close transcript. We have always believed in the power of diversity, equity, and inclusion (DEI) to fuel our approach to creating solutions for new challenges, making better decisions, and providing every employe
Calculated Risk
SEPTEMBER 1, 2022
The DOL reported : In the week ending August 27, the advance figure for seasonally adjusted initial claims was 232,000 , a decrease of 5,000 from the previous week's revised level. The previous week's level was revised down by 6,000 from 243,000 to 237,000. The 4-week moving average was 241,500, a decrease of 4,000 from the previous week's revised average.
Conneqtor
SEPTEMBER 1, 2022
How to start an RIA? A question a lot of advisors are asking. What would it mean to you if you left your present financial firm and went out on your own? Would this mean more time to spend with your family? Achieving a better work-life balance?
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