Abnormal Returns
JANUARY 15, 2024
Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. (kitces.com) Thomas Kopelman and Jacob Turner talk Roth IRA conversions with Steven Jarvis. (podcasts.apple.com) Hiring RIAs need to think more broadly when it comes to hiring. (riabiz.com) Why women are still struggling to make progress in the world of financial advice.
Nerd's Eye View
JANUARY 15, 2024
For financial advisors, an ongoing client service model often means finding ways to keep clients engaged and progressing toward their goals outside of the 1 or 2 typical client review meetings each year. For clients, more frequent communication can be a source of behavioral coaching and helpful information that can better equip them to stay the course through rocky markets.
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Trade Brains
JANUARY 15, 2024
High DII Holding Stocks Under Rs 500: When making investment selections, it is critical to consider a wide variety of elements that might impact a company’s performance and development prospects. One of the important measures for assessing a company’s potential is the degree of interest it creates among Domestic Institutional Investors. High DII holdings create a sense of confidence among the investors.
Wealth Management
JANUARY 15, 2024
Listen in as Ian Sexsmith, CFA, Portfolio Manager and Senior Research Analyst, Parnassus Investments, and David Armstrong, Director of Editorial Strategy & Operations, WealthManagement.com, discuss the untapped potential in mid cap tech stocks and the unique opportunities and risks they pose.
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.
XY Planning Network
JANUARY 15, 2024
I cringe as I write the words “how to fly under the radar,” but unfortunately, we live in a world - and you work in an industry - that doesn’t always allow for smooth, transparent, and easy communication about exits and pivots. We know from experience that if you’re considering going out on your own in the financial services space, you may want to think twice before you start bragging about it at your office.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
JANUARY 15, 2024
Today’s Talk Your Book is brought to you by Helios: See here to learn more about Helios’ AI developments and their new trading capabilities. On today’s show, we discuss: How 2023 went for financial advisors Struggles with being a diversified investor during concentrated performance periods The growth of advisor tech in 2024 Helios’ utilization of AI How difficult it is to explain quant models to.
Financial Symmetry
JANUARY 15, 2024
As part of our efforts to bring you actionable strategies to help you reach your ideal retirement, we’re tackling a complex question today. If you have rollover IRA accounts, and have wondered if you should roll these to your 401k, … Continued The post Should I Roll My IRA into My 401K to Do a Backdoor Roth? Ep #207 appeared first on Financial Symmetry, Inc.
Wealth Management
JANUARY 15, 2024
These funds took in the most money over the past 12 months.
Calculated Risk
JANUARY 15, 2024
Today, in the Calculated Risk Real Estate Newsletter: Update: The Housing Bubble and Mortgage Debt as a Percent of GDP A brief excerpt: A year ago, I wrote The Housing Bubble and Mortgage Debt as a Percent of GDP. Here is an update to a couple of graphs. The bottom line remains the same: There will not be cascading price declines in this cycle due to distressed sales.
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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.
International College of Financial Planning
JANUARY 15, 2024
In the constantly evolving world of finance, there’s an increasing requirement for financial advisors. With India becoming increasingly financially aware, its younger population is embracing the requirement of financial specialists to guide them towards achievement of financial independence. Henceforth, the need for financial advisors becomes even more evident.
Calculated Risk
JANUARY 15, 2024
Weekend: • Schedule for Week of January 14, 2024 Tuesday: • 8:30 AM ET, The New York Fed Empire State manufacturing survey for January. The consensus is for a reading of -7.1, up from -14.5. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 8 and DOW futures are down 57 (fair value). Oil prices were down over the last week with WTI futures at $72.48 per barrel and Brent at $78.15 per barrel.
Don Connelly & Associates
JANUARY 15, 2024
The stock market has taken investors on another wild rollercoaster in recent years. The market recovered from a bear market in 2022, and after a solid up year in 2023, there's bound to be another one at some point. Going into 2024, the market will keep investors guessing, which is why helping your client maintain a long-term perspective is essential.
Validea
JANUARY 15, 2024
In this episode, we walk through our experience of launching a small-cap value ETF in 2014, running it for 6 years and then shutting it down in 2020. We look at what we learned from the experience and what investors can learn about how ETFs work behind the scenes from our experience. Audio Platforms Watch on YouTube The post Lessons from Launching (and Shutting Down) a Small-Cap Value ETF appeared first on Validea's Guru Investor Blog.
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.
The Big Picture
JANUARY 15, 2024
On Monday, I discussed reasons to be bullish or bearish in 2024. #2 in the bearish list is CRE/WFH : “The post-pandemic environment continues to be difficult for commercial office real estate. The banking sector has funded all of the construction and purchases over the past decade. Banks hold over $3 trillion in CRE; Unrealized losses on Treasuries and mortgages are about $684bn (Source: Torsten Slok, Apollo).
Norman Marks
JANUARY 15, 2024
One way that practitioners can both add immense value and reduce the risk of ineffective governance processes is by helping the board (or governing body) perform a self-assessment.
Advisor Perspectives
JANUARY 15, 2024
As equity investors hunt for opportunities, why should they consider climate-focused investing?
Calculated Risk
JANUARY 15, 2024
Altos reports that active single-family inventory was up 1.2% week-over-week. It is not unusually to get a small increase after the holidays (it happened in 4 of the last 10 years), however inventory will likely decrease a little seasonally until the Spring. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of January 12th, inventory was at 505 thousand (7-day average), compared to 499 thousand the prior week.
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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
JANUARY 15, 2024
In this video, Chuck Carnevale, co-founder of FAST Graphs, a.k.a. Mr. Valuation, shares his expertise on dealing with stock price collapses. He emphasizes the importance of focusing on fundamentals rather than solely relying on stock prices.
Advisor Perspectives
JANUARY 15, 2024
With the Federal Reserve poised to begin cutting interest rates this year, the dollar may drift generally downward. However, its performance against individual currencies may vary widely.
Advisor Perspectives
JANUARY 15, 2024
An initial lull ahead of a so-called “January Effect” is stifling the U.S. equities rally investors saw in 2023 and small caps haven’t been immune. Nonetheless, active strategies can help mute the short-term downside by adding flexibility when markets fluctuate.
Advisor Perspectives
JANUARY 15, 2024
Finally, the ETF industry can let out a sigh of relief and revel in the fact that spot bitcoin ETFs will be available to U.S. market participants.
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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!
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