Calculated Risk

AUGUST 9, 2024

Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16, 2023. I switched to a physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period when both contracts were available.

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Wealth Management

AUGUST 9, 2024

The rollout of the 2025-2026 FAFSA college student admissions form already has been delayed until Dec. 1.

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Abnormal Returns

AUGUST 9, 2024

Markets This proposed ETF filing top ticked the market. (allstarcharts.com) Has the tech momentum trade fully unwound yet? (ft.com) Strategy Forecasting interest rates is just as hard as forecasting the stock market. (awealthofcommonsense.com) The stock market has always found a group of stocks that fit a 'new paradigm.' (alphaarchitect.com) Bitcoin A “strategic bitcoin reserve” is an absurd idea.

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Financial Advising Media Government Banking 278

Wealth Management

AUGUST 9, 2024

Syntax Data's Patrick Shaddow describes how direct indexing is poised to transform the investment landscape.

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Investments Investing 313

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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

Accounting

Abnormal Returns

AUGUST 9, 2024

Business Logan Bartlett talks with Dara Khosrowshai, CEO of Uber ($UBER). (podcasts.apple.com) Shane Parrish talks with Brian Halligan, founder and former CEO of HubSpot. (fs.blog) Patrick O'Shaughnessy talks AI and more with Sarah Guo is the founder and CEO of Conviction. (joincolossus.com) Trading Ted Seides talks trading with Todd Simkin is an Associate Director at Susquehanna International Group.

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Investments Investing Management Marketing 278

Wealth Management

AUGUST 9, 2024

The company will now focus on its RIA acquisition strategy in the latter part of this year.

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Assets Management 313

Wealth Management

AUGUST 9, 2024

According to the firm’s two recent quarterly filings, Raymond James has reached “a settlement in principle” with the commission’s Enforcement Division, including a $50 million fine.

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Communication 299

Calculated Risk

AUGUST 9, 2024

From STR: U.S. hotel results for week ending 3 August The U.S. hotel industry reported slightly positive comparisons year over year, according to CoStar’s latest data through 3 August. 28 July through 3 August 2024 (percentage change from comparable week in 2023): • Occupancy: 69.4% (+0.8%) • Average daily rate (ADR): US$159.63 (+0.6%) • Revenue per available room (RevPAR): US$110.84 (+1.3%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four

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Wealth Management

AUGUST 9, 2024

Christian Widen, who has years of business development experience at Schwab, Pershing and Fidelity, joins Gateway Financial Partners.

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The Big Picture

AUGUST 9, 2024

This week, we speak with Meir Statman , the Glenn Klimek Professor of Finance at Santa Clara University. Named one of the 25 most influential people by Investment Advisor, his breakthrough book, “ What Investors Really Want , ” changed how we view investor motivations. Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Exp

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Financial Advising Wealth Management Portfolio Management Investment Advisor 173

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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

Clients

Wealth Management

AUGUST 9, 2024

The Pacific Financial Group highlighted hypothetical performance in ads in a way that violated the commission’s marketing rule mandates, according to a settlement order released Friday.

Marketing 287

Marketing Marketing 287

A Wealth of Common Sense

AUGUST 9, 2024

A lot of people are turning bearish on housing prices. Cullen Roche and Nick Maggiulli, two financial voices I respect, both predicted in recent weeks that housing will be the worst-performing asset class over the next decade. Their case makes sense. We pulled forward a decade’s worth of returns in the first part of the 2020s: Prices are high.

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Assets 116

Norman Marks

AUGUST 9, 2024

This is an unusual post for me, but the topic is important. I was privileged to receive a pre-release copy of “No Address”.

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Alpha Architect

AUGUST 9, 2024

Abstract: “What you don’t know about investing, is the investment history you don’t know” is one of my favorite expressions. It embodies some core investment principles: market cycles tend to repeat themselves, though often with variations; understanding the past is crucial for predicting the future; and investors who study history make more informed decisions.

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Investments Investing Marketing Marketing 75

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

Management

Truemind Capital

AUGUST 9, 2024

“ I started investing because you gave me the confidence. Thank you! “ This was told by one of my HNI clients who is a single mother of two young daughters. She is a part of senior management at an MNC and earns very well but has never invested other than in FDs and LICs. She wanted to secure her and her daughter’s future and wanted to invest for the same.

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Commission Fee Only Wealth Management Investment Advisor 65

Advisor Perspectives

AUGUST 9, 2024

Warren Buffett’s sudden sale of a huge pile of Apple Inc. shares has come with a surprise silver lining for investors in the iPhone maker: Its influence in major stock indexes is set to be fully unleashed.

Sales 64

Sales 64

Trade Brains

AUGUST 9, 2024

Understanding the significance of candlestick patterns for technical analysis is crucial since they provide valuable insights into the price movements of securities. We will explore the significance, development, and trading approaches associated with the bearish breakaway candlestick pattern among the various available candlestick patterns. These patterns assist traders in predicting the direction of security, enabling them to identify optimal buying and selling opportunities and develop effect

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Risk Management Marketing Marketing Portfolio 59

Random Roger's Retirement Planning

AUGUST 9, 2024

Sure enough, a covered call ETF provider selling less downside. From an email sent out by Global X. I mean, how are they defining lessening downside risk ? Here's the Pandemic Crash of 2020. Here's the worst of 2022 although in the firs half of 2022 it did a little better than the S&P 500. And The Great Hiccup of August, 2024. Ok, 40 basis points is not nothing but how much solace do you think XYLD provided at the lows of The Great Hiccup of August, 2024 if indeed the lows are in?

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Taxes Portfolio Clients Marketing 52

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

Numbers

Advisor Perspectives

AUGUST 9, 2024

This week, the S&P 500 experienced one of its worst daily performances since 2022, followed by one of its best. Despite the volatility, the index posted a slight loss of just 0.04% compared to last week. The index is currently 5.70% off its record high from July 16th, 2024 and is now up 12.68% year to date.

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Validea

AUGUST 9, 2024

The Power of Dividend Growth Investing: Building Wealth Through Rising Income Dividend growth investing has long been a favorite strategy for investors seeking to build long-term wealth and generate reliable income streams. By focusing on companies that not only pay dividends but consistently increase them over time, investors can potentially benefit from both capital appreciation and growing cash flows.

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Sales Valuation Engineering Distribution 52

Advisor Perspectives

AUGUST 9, 2024

The yield on the 10-year note ended August 9, 2024 at 3.94%, the 2-year note ended at 4.05%, and the 30-year at 4.23%.

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52

Trade Brains

AUGUST 9, 2024

The increase in competition leads to an intense fight to stay competitive in the business world has led companies to look at different ventures. Now with globalization, companies across the world are looking for potential to set up plants in certain locations. Even with growth prospects some nations make inroads and diversify their business to limit any economic downfall.

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Manufacturing Food Retail Portfolio 52

Speaker: Erroll Amacker

Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.

Accounting

Advisor Perspectives

AUGUST 9, 2024

The end of the Federal Reserve’s balance-sheet unwind is in sight, though its actual conclusion depends on the pace of interest-rate cuts and stresses in funding markets.

Marketing 52

Marketing Marketing 52

Nerd's Eye View

AUGUST 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the ups and downs of the economy (perhaps increasingly relevant given recent market volatility), indicating that advisors have an opportunity to frame the v

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Financial Planner Taxes Financial Planning Estate Planning 246

Advisor Perspectives

AUGUST 9, 2024

Back in June, a mystery investor made a record wager on long-dated Treasuries, creating waves in the ETF market where trading pros seek clues about sentiment on Wall Street. Now the firm behind that bet has revealed itself, and says its recession call is finally coming to fruition.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

AUGUST 9, 2024

A large majority of economists surveyed see only a quarter-point decrease in interest rates coming in September — a finding that’s at odds with calls from some large Wall Street banks for a jumbo cut at the next meeting.

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Banking 52

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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

Accounting

Advisor Perspectives

AUGUST 9, 2024

When markets gyrated at the turn of the month, US and Japanese stocks had the cushion of an earlier surge to fall back on. In Europe, the rout hit share prices that had been weakening since May. An earnings season dominated by pessimism from many of the region’s bosses has vindicated investors’ caution.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

AUGUST 9, 2024

As the number of Americans retiring in other countries continues to grow, our Bill Cass shares five considerations for individuals planning to retire abroad.

Retirement 52

Retirement Numbers Planning 52

Advisor Perspectives

AUGUST 9, 2024

What the Fed's monetary-policy tools signal about the market.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

AUGUST 9, 2024

A stealth bear market could be defined as a bear market where several stocks have fallen more than 20% within the market, but yet the overall market itself hasn’t fallen. That’s why we call it a stealth bear market.

Marketing 52

Marketing Marketing 52

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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?

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