Abnormal Returns
NOVEMBER 17, 2023
Concentration How worried should you be by an increasingly concentrated stock market? (alphaarchitect.com) Stock market skew makes portfolio concentration dangerous. (awealthofcommonsense.com) Fund management Emerging market investors have a China decision to make. (wsj.com) Bonds vs. bond funds: funds are fine for most investors. (etf.com) AI A deep dive into the state of AI from Coatue.
The Reformed Broker
NOVEMBER 17, 2023
On episode 118 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Kevin Simpson to discuss: covered call strategies, the Fed, Warren Buffett’s latest moves, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere else!
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Abnormal Returns
NOVEMBER 17, 2023
The biz Podcasts continue to take ear share. (insideradio.com) Podcasting will not save the radio business: the case of Audacy. (bloomberg.com) Bleacher Report wants to help more athletes launch new podcasts. (hollywoodreporter.com) Has the podcast bubble finally burst? (wnycstudios.org) Milton Friedman Tyler Cowen talks with Jennifer Burns author of "Milton Friedman: The Last Conservative.
The Big Picture
NOVEMBER 17, 2023
I had fun chatting with David L. Bahnsen of The Bahnsen Group. David hosts a podcast on National Review with the delightfully punny title, Capital Record. David is a card-carrying conservative; we are on the opposite sides of many issues, but we always manage to enjoy a respectful debate about broad issues and theory. I think you will enjoy our conversation… Source : Episode 145: Politics and Your Portfolio DAVID L.
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.
A Wealth of Common Sense
NOVEMBER 17, 2023
I saw a chart this week from Bank of America that more or less sums up my entire investment philosophy: In the long run, stock prices go up. I view the stock market as a way to invest in innovation, profits, progress and people waking up in the morning looking to better their current situation. While I love the fact that this chart illustrates my long-term philosophy it’s a bit misleading.
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Trade Brains
NOVEMBER 17, 2023
Fundamental Analysis Of Waaree Renewable Technologies : Electricity is a necessity and there would be no commercial activity in the economy without energy. Industries and Households require electricity in day-to-day activities and operations. In this article, we are going to fundamentally discuss a company that is into Solar Power Supplier as well as undertake projects on Installation.
Wealth Management
NOVEMBER 17, 2023
Mariner Wealth Advisors' "ongoing" campaign to lure Edelman Financial Engines advisors incentivizes them to break employment agreements and a "sinking ship"
Alpha Architect
NOVEMBER 17, 2023
When a small subset of companies makes up a large portion of a portfolio, for better or worse their returns will have a greater impact on overall portfolio results. The Magnificent Seven was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
NOVEMBER 17, 2023
Ron Chandler, president of Summit Investment Management, provides an honest assessment of the technology tools used by the $75-million-AUM firm to work with clients and drive business.
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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.
Discipline Funds
NOVEMBER 17, 2023
Here are some things I think I am thinking about. 1) Is Inflation Dead? One of the main themes here this year was that the rate of inflation would gradually decline all year. And while that’s been right the rate of inflation hasn’t slowed enough for the Fed’s comfort level. But this was an interesting week for the inflation outlook because the narrative is now taking a turn in the deflationary direction.
Wealth Management
NOVEMBER 17, 2023
Mariner's "ongoing" campaign to lure Edelman Financial Engines advisors incentivizes them to break employment agreements and a "sinking ship"
Calculated Risk
NOVEMBER 17, 2023
Today, in the CalculatedRisk Real Estate Newsletter: October Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction Excerpt: The third graph shows the month-to-month comparison for total starts between 2022 (blue) and 2023 (red). Total starts were down 4.2% in October compared to October 2022. And starts year-to-date are down 11.3% compared to last year.
Wealth Management
NOVEMBER 17, 2023
Executives say Osaic's new name and consolidation drove a 240% increase in its recruited assets in the third quarter over a year ago.
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.
Integrity Financial Planning
NOVEMBER 17, 2023
In a time when computers and online platforms dominate our leisure time, revisiting classic board games like Scrabble, Rummikub, and Clue can offer a refreshing change of pace and a great way to unplug for the night. These games, timeless in their appeal, provide not just entertainment but also a way to stimulate the mind and foster social connections.
Wealth Management
NOVEMBER 17, 2023
Joining as a founding managing partner and global investment strategist, Joelson brings an impressive resume to the nascent, tech-centric advisory platform.
Advisor Perspectives
NOVEMBER 17, 2023
In October, building permits reached a seasonally adjusted annual rate of 1.487 million, surpassing the forecasted 1.450 million. This marks a 1.1% increase from September and a 4.4% decline compared to one year ago.
Wealth Management
NOVEMBER 17, 2023
It was another busy week for M&A in the RIA space, with no less than 10 firms announcing deals, representing close to $8 billion in transacted assets.
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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
NOVEMBER 17, 2023
In October, housing starts rose to a seasonally adjusted annual rate of 1.372 million, surpassing the forecasted 1.345 million. This marks a 1.9% increase from September and a 4.2% decline compared to one year ago.
Wealth Management
NOVEMBER 17, 2023
Also, Wealthfront grew client assets, Income Lab selects BridgeFT, Summit adds LifeYield, and AdvicePay surpasses a million transactions.
Advisor Perspectives
NOVEMBER 17, 2023
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of November 3rd, the index was at 7.535, up 0.337 from the previous week, with 4 of the 6 components in expansion territory.
Wealth Management
NOVEMBER 17, 2023
visiWealth founder Dr. Ross Riskin discusses the how engaging visuals takes the complexity out of financial planning.
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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!
Dear Mr. Market
NOVEMBER 17, 2023
Dear Mr. Market: The stock market is made up of thousands of choices and one easy way to gain exposure to it is via mutual funds. While we don’t want to broad brush the topic, we’re going to get right into it and explain 100 reasons why you or your financial advisor should not be using mutual funds versus ETFs (Exchange Traded Funds). Costs/Expenses : ETFs typically have lower expense ratios compared to mutual funds.
Wealth Management
NOVEMBER 17, 2023
Telemus adds Chicago-based Ketoret Capital, which focuses on serving widows, divorcees and members of the Jewish diaspora.
Advisor Perspectives
NOVEMBER 17, 2023
The S&P 500 rose for a third straight week, finishing Friday up 2.2% from the previous week. The index has now posted gains for 11 of the 13 trading days in November thus far. The index is currently up 18.04% year to date and is 5.89% below its record close from January 3, 2022.
Wealth Management
NOVEMBER 17, 2023
Understand this important aspect of the Corporate Transparency Act, as well as its limitations.
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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
NOVEMBER 17, 2023
A charismatic entrepreneur pulls in wealthy investors to amass a portfolio of some of the finest prime real estate. Banks and bondholders are persuaded to provide the leverage. What could possibly go wrong?
Wealth Management
NOVEMBER 17, 2023
The tax code may be complicated, but it's got nothing on TikTok slang.
Advisor Perspectives
NOVEMBER 17, 2023
As major central banks in developed economies gear up for the next phase of monetary policy, the key question on the minds of global investors is what lies ahead. A consensus among central bankers suggests that rates will continue to stay in restrictive territory, with no cuts on the horizon in the near term. Given this backdrop, the central question for the coming year is deciphering the implications of "higher for longer.
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