Sun.Sep 17, 2023

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Top clicks this week on Abnormal Returns

Abnormal Returns

Also on the site The question with emerging market equities is if, not when. (abnormalreturns.com) The return on hassle is a real thing. (abnormalreturns.com) Top clicks this week TIPS are on sale. (morningstar.com) Bull markets have four distinct stages. (ritholtz.com) The rise in real interest rates is stunning. (econbrowser.com) How retirement can open you up to new possibilities.

Math 283
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Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis!

Trade Brains

Top Indian Stocks Held By Goldman Sachs : Goldman Sachs has been serving clients in India since the 1980s and established an onshore presence in Bengaluru, in 2004, Mumbai, India in December 2006 and a new office in Hyderabad opened in 2021 following a ten-year joint venture. Today, Goldman employs 9000+ Indians and serves leading corporate and institutional clients through corporate finance advisory, equity sales and trading, and fixed-income securities businesses, as well as providing macro-e

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Sunday links: household finances

Abnormal Returns

Finance Goldman Sachs ($GS) want to sell HNW clients a piece of a sports franchise. (frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think. (hunterwalk.com) Fund management How securities lending works. (morningstar.com) A new ETF looks to generate income from selling daily options. (reuters.com) Apple Insights from this week's big Apple event.

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How Rich Are American Households?

A Wealth of Common Sense

The Federal Reserve has tracked household balance sheet data going back to 1952. Each quarter they provide details on total financial assets and liabilities for households and nonprofit organizations. This data doesn’t tell us where the economy is heading but it can help understand how Americans are generally positioned for whatever happens next.

Nonprofit 118
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Live Demo: How to Achieve Reconciliation Zen

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

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

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Past, Present, and Future

The Irrelevant Investor

“If you can appreciate the past, live in the present, and plan for the future, then what more can you ask for?” Nick Maggiulli nailed it in The Never-Ending Now, when he described how to strike the right balance in life. Of course these are just words, and like everything else, they’re easier said than done. When you’re young, you have no past.

Planning 113

More Trending

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Best Porinju Veliyath Portfolio Stocks – Hidden Wealth Creators?

Trade Brains

Best Porinju Veliyath Portfolio Stocks: Investors are always on the lookout for small-cap companies which can lead to multi-bagger returns. However, analysing small caps can be overwhelming as there are too many of them. There is one ace investor, Porinju Veliyath who has a demonstrated ability to pick wealth-creating small-cap stocks. In this article, we’ll read about such best Porinju Veliyath portfolio stocks.

Portfolio 109
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A New Wolf in Town? Pump-and-Dump Manipulation in Cryptocurrency Markets

Alpha Architect

Cryptocurrency and the various forms of infrastructure are currently in a stage of rapid innovation. If the manipulation embedded in PADs is widespread then the confidence in and integrity of the crypto market will suffer. A New Wolf in Town? Pump-and-Dump Manipulation in Cryptocurrency Markets was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Marketing 107
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A metaphor for HNW clients who don’t think they need insurance

Million Dollar Round Table (MDRT)

By Yung Sze Hon Solomon If a client or prospect doesn’t understand why they need additional medical insurance policies, I use the following metaphor. I have a bad habit of not bringing an umbrella when I go out, and yet sometimes it rains. And when it rains, I pick up a newspaper to protect myself from the rain. When the rain is heavy, my newspaper gets soaked, turns into pieces and I get wet.

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Talk Your Book: Customizing Alternatives

The Irrelevant Investor

Today’s Talk Your Book is presented by GLASfunds: On today’s show, we are joined again by Brett Hillard, CIO of GLASfunds to discuss an update on investing in alternatives. On today’s show, we discuss: Who GLASfunds is, and what they do GLASfunds vs. a feeder-fund Wealth management vs. institutional investment in alternatives How advisors are utilizing GLASfunds Investing in alternatives in a rising-rate env.

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2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

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.

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Techknowgreen Solutions IPO Review – GMP, Details, Price & More

Trade Brains

Techknowgreen Solutions IPO Review: Techknowgreen Solutions is coming up with its Initial Public Offering. This IPO will be open for subscription on September 18, 2023, and closes on September 21, 2023. This is an SME(Small and Medium-sized Enterprise) IPO and the company is going to be listed on the BSE SME platform. In this article, we will look at Techknowgreen Solutions IPO Review, analyze its strengths and weaknesses and see what unfolds.

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Sunday Random Readings

Random Roger's Retirement Planning

Barron's had very good, plain language explanation of the differences between regular Medicare and Medicare Advantage plans. Not all questions were addressed but it's a worthwhile read. The very short version is Medicare Advantage plans are much cheaper with the tradeoff being you might have trouble getting the approval you need if something serious goes wrong with your health.

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Sunday Night Futures

Calculated Risk

Weekend: • Schedule for Week of September 17, 2023 Monday: • At 10:00 AM ET, The September NAHB homebuilder survey. The consensus is for a reading of 50, unchanged from 50 in August. Any number above 50 indicates that more builders view sales conditions as good than poor. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures and DOW futures are up slightly (fair value).

Numbers 56
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What's in My Personal Portfolio?

Advisor Perspectives

Today, I am going to do something that I've never done. I am going to start a two-part series describing what is in my personal portfolio and why. Let me start by offering two caveats: This letter is in the “do as I say and not as I do” category.

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Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

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.

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[cdata[ Is It Time To “Weather Proof” Your Finances? ]]

oXYGen Financial

![CDATA[ Natural disasters can strike unexpectedly, wreaking havoc on homes, communities, and finances. We have all read or seen the recent coverage of the devastating fires on Maui and the wind and flooding from Hurricanes Idalia and Hilary. And while you can't predict when or where these events will occur, you can take proactive steps to prepare your family and finances for the unexpected.

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Lack of Access Is a Crucial Factor to Preventing Retirement Savings

Advisor Perspectives

BlackRock and Human Interest have found that American workers earning less than the national average are not saving due to lack of access to saving tools. Broadening access requires an intuitive and automated approach to retirement savings.

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10 Sunday Reads

The Big Picture

Avert your eyes! My Sunday morning look at incompetency, corruption, and policy failures: • When the Homeowners Association Comes for Your Home : A spate of foreclosures filed by HOAs in Denver illustrates the potential risks of an increasingly common homeownership model. ( Citylab ) • Elon Musk by Walter Isaacson review – arrested development : Walter Isaacson’s insight-free doorstop makes at least one thing clear: the richest man in the world has a lot of growing up to do. ( The Guardian ) se

Banking 246
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Ray Dalio Says He Doesn’t Want to Hold Bonds, Cash ‘Is Good’

Advisor Perspectives

Bridgewater Associates LP founder Ray Dalio said he doesn’t want to own bonds and prefers cash, highlighting difficulties investors face as global central banks try to manage inflation.

Banking 52
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Transforming Lending: Understanding the Power of Digital Platforms

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.

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Copilot, Not Autopilot: How Generative AI Augments, but Doesn’t Replace Active Management

Advisor Perspectives

AI, with its data analysis and predictive power, can revolutionize investing. However, humans remain a crucial part of the process. Franklin Templeton Investment Solutions provides use cases into how different investors can harness AI to achieve their desired outcomes and workflows.

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Barbie, Beyoncé, Taylor Swift and the Economic Outlook

Advisor Perspectives

Now, is it an oversimplification to say that the upgrade to GDP growth is just down to Taylor Swift and Beyoncé? It is, to a degree, no matter how popular they are—and they are very popular indeed.

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Bitcoin Slump Could Lead to Rally, Says Research Firm

Advisor Perspectives

Bitcoin, the largest cryptocurrency by market value, is mired in a slump. The decision in the Greyscale case stoked optimism that the SEC will eventually, finally approve spot bitcoin ETFs. Still, the bitcoin slump has erased all of the upside generated by the court ruling.

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BofA’s Hartnett Says Equity Inflows Surge on Soft Landing Hopes

Advisor Perspectives

Equity funds saw the biggest weekly inflow in 18 months amid growing investor confidence the US economy is headed for a soft landing, according to Bank of America Corp.

Economy 52
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Navigating Financial Storms: Strategies for Building Resilient Balance Sheets

Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.

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Keeping an Eye on the Fed’s Projections

Advisor Perspectives

The Energizer Bunny! That’s the term that best describes the U.S. economy.

Economy 52
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Easing Deflation Could Give China Bulls Some Hope

Advisor Perspectives

Bearish China traders have had the upper hand for most of the year. Still, easing deflation could give bulls a glimmer of hope.

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