Abnormal Returns
SEPTEMBER 14, 2023
Markets TIPS are on sale. (morningstar.com) The rise in real interest rates is stunning. (econbrowser.com) Daily options volume is soaring as traders go whole hog. (wsj.com) Strategy Bull markets have four distinct stages. (ritholtz.com) On the power of keeping an investing journal. (rationalwalk.com) What the life of Napoleon can teach us about investing.
The Big Picture
SEPTEMBER 14, 2023
I made it back home from California late last night after a long day of travel and an exhausting but absolutely exhilarating week. Following the breakout success of Future Proof 2022, this year’s event was even bigger and better — almost 3,000 attendees and nearly 200 sponsors. Everything about this year was next level — the audience, the sponsors, the bands, it was amazing!
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The Irrelevant Investor
SEPTEMBER 14, 2023
“I just have to say thank you. I’ve been in this business a long time. I’ve worked with a lot of people. You’re the first person who never lied to me.” I smiled as I felt the ball in the back of my throat swell up, fought back a tear, and gave my partner Jonathan Novy a hug. That experience took place at FutureProof, the best financial conference I’ve ever been to.
Wealth Management
SEPTEMBER 14, 2023
Our tech columnist asks what is behind giving advisors with less than $100 million in assets free use of the TIFIN Wealth platform and other questions about where the industry-norm-defying entity is headed.
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.
Calculated Risk
SEPTEMBER 14, 2023
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from Hannah Jones: Weekly Housing Trends View — Data Week Ending Sep 9, 2023 • Active inventory declined, with for-sale homes lagging behind year ago levels by 5.1%. This past week marked the 12th consecutive decline in the number of homes actively for sale compared to the prior year, however the gap narrowed compared to the previous week’s -5.2% figure. • New listings–a measure of sellers putting ho
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Talon Wealth
SEPTEMBER 14, 2023
Retirement planning can be a difficult and confusing process for couples. How can you best maximize your savings for the years ahead? By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.
A Wealth of Common Sense
SEPTEMBER 14, 2023
A reader asks: I recently started looking at my mother-in-law’s retirement account. She’s been with [advisor name redacted] since October 2010 and has a 2.61% annual return. According to their chart, the S&P 500 had a 12.95% annual return during that same period. While I know she shouldn’t expect a return equal to the S&P 500 since she’s not all equities (she’s in 60% stocks, 40% bond.
Wealth Management
SEPTEMBER 14, 2023
In New York, staffers in the global wealth-management division will remain at UBS’s offices at 1285 Avenue of the Americas, in midtown Manhattan.
The Irrelevant Investor
SEPTEMBER 14, 2023
Today’s Compound and Friends is brought to you by Kraneshares: See here for more information on Kraneshares latest ETF launch with Rockefeller Asset Management. On today’s show, we discuss: Listen here: Charts: Research Affiliates: Twitter Contact us at askthecompoundshow@gmail.com with any feedback, recommendations, or questions. Follow us on Instagram and YouTube.
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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.
Million Dollar Round Table (MDRT)
SEPTEMBER 14, 2023
By Audrey Adeline Yap Mui Ling A client was referred to me for help with getting her cancer claim fulfilled. Her agent was no longer servicing her, and the claim was stuck for more than six months. I vividly remember the first time I met her and her husband. He spoke very critically about insurance products and kept saying insurance is a scam. They had been paying insurance premiums for many years, and now that they had a claim, there were so many hiccups.
Advisor Perspectives
SEPTEMBER 14, 2023
Wholesale inflation rose more than expected in August as producer prices increased for a second straight month. The producer price index for final demand was up 0.7% month-over-month, its largest monthly increase since June 2022 (s.a.). On an annual basis, headline PPI accelerated for a second straight month from 0.8% in July to 1.6% in August (n.s.a).
Wealthfront
SEPTEMBER 14, 2023
We’re excited to share that our Cash Account clients have collectively earned half a billion dollars in interest year to date. When we launched the Cash Account in 2019 in partnership with our network of FDIC insured banks, we couldn’t have imagined such a positive reception, and we want to send a heartfelt thank you […] The post Cash Account Clients Earned Half a Billion Dollars This Year appeared first on Wealthfront Blog.
Advisor Perspectives
SEPTEMBER 14, 2023
In the week ending September 9, initial jobless claims increased for the first time in five weeks. Seasonally adjusted initial jobless claims were at 220,000, an increase of 3,000 from the previous week's revised figure of 217,000. The latest reading was below the forecast of 225,000.
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.
Calculated Risk
SEPTEMBER 14, 2023
On a monthly basis, retail sales were up 0.6% from July to August (seasonally adjusted), and sales were up 2.5 percent from August 2022. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for August 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $697.6 billion, up 0.6 percent from the previous month , and up 2.5 percent (±0.7 percent) above August 2022.
Advisor Perspectives
SEPTEMBER 14, 2023
The Census Bureau's Advance Retail Sales Report for August revealed a 0.6% increase in headline sales compared to July, marking the fifth consecutive month consumer spending has increased. The latest figure surpassed expectations of 0.2% monthly growth. Core sales (ex Autos) also exceeded expectations by registering 0.6% growth in August, defying the forecasted 0.2% increase.
Wealth Management
SEPTEMBER 14, 2023
Bisnow analyzes what types of buildings Amazon will target as part of its same-day delivery expansion. Crowdfunding platform Yieldstreet settled SEC fraud charges, reported The Real Deal. These are among the must reads from around the real estate investment world as the week ends.
Trade Brains
SEPTEMBER 14, 2023
Small Cap Stocks with High FII Holdings: Many investors prefer small cap stocks over mid cap and large cap companies in the hope of higher returns. With a low base and a huge addressable market, small companies can grow at a faster rate. To that, add an additional layer of high FII holding. But, how do you go about picking the best ones from such a large pool?
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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.
Your Richest Life
SEPTEMBER 14, 2023
Open enrollment is the time of year when employees can change their workplace benefits, or enroll in new ones. For most companies, this happens every fall. So if your employer’s open enrollment season is coming up, here is what you need to know before you enroll. What does open enrollment include? Typically, open enrollment includes employer-sponsored health insurance and other workplace benefits.
Advisor Perspectives
SEPTEMBER 14, 2023
Month-over-month nominal retail sales in August were up 0.6% and up 2.47% year-over-year. However, after adjusting for inflation, real retail sales were down 0.1% MoM and down 1.19% year-over-year.
AdvicePay
SEPTEMBER 14, 2023
Selecting the right billing and payment solution for your firm is crucial. Seriously, this decision can make or break your efficiency, client satisfaction, and overall success. So, as you’re going through the process of evaluating different solutions, it’s absolutely paramount to make an informed decision and ask the right questions. You don’t want to risk any inefficiencies, a subpar client experience, or even getting kicked off the platform you’re currently using.
Trade Brains
SEPTEMBER 14, 2023
Cellecor Gadgets IPO Review : Cellecor gadgets is coming up with its Initial Public Offering. This is an SME (small and medium size enterprise) which is going to be listed on NSE SME. The IPO will open for subscription on 15th September 2023, and closes on 20th September 2023. In this article, we will look into Cellecor gadgets IPO Review and analyse its strengths, weaknesses, GMP and more.
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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!
Advisor Perspectives
SEPTEMBER 14, 2023
For the savvy private wealth investor, portfolio diversity is key to success. Investing in infrastructure is one option that can help you both optimize your portfolio and make a positive and meaningful impact on your local community.
Calculated Risk
SEPTEMBER 14, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, The New York Fed Empire State manufacturing survey for September. The consensus is for a reading of -10.7, up from -19.0. • At 9:15 AM, The Fed will release Industrial Production and Capacity Utilization for August. The consensus is for a 0.1% increase in Industrial Production, and for Capacity Utilization to be unchanged at 79.3%. • At 10:00 AM, University of Michigan's Consumer sentimen
Wealth Management
SEPTEMBER 14, 2023
The negative relationship of the past quarter century allowed investors to hedge equity risk effectively. That may now be changing.
Calculated Risk
SEPTEMBER 14, 2023
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-September A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-September I reviewed home inventory and sales. Most measures of house prices have shown an increase in prices over the last several months, and a key question I discussed in July is Will house prices decline further later this year?
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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.
Carson Wealth
SEPTEMBER 14, 2023
By Brady Marlow, CFP ® , AEP ® , CAP ® , CPWA ® , CExPTM , Director, Carson Private Client Wealth Strategy As a small business owner, you understand the importance of safeguarding your legacy and ensuring a seamless transfer of ownership through succession planning. But amidst the complexities of organizing your exit, it’s easy to overlook tax considerations of your succession plan — and that could significantly impact your financial future.
Calculated Risk
SEPTEMBER 14, 2023
The DOL reported : In the week ending September 9, the advance figure for seasonally adjusted initial claims was 220,000 , an increase of 3,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 216,000 to 217,000. The 4-week moving average was 224,500, a decrease of 5,000 from the previous week's revised average.
Validea
SEPTEMBER 14, 2023
In this episode of Show Us Your Portfolio, we speak with Damped Spring Advisors founder Andy Constan. Andy has spent his career working at some of the most successful firms in the asset management industry, including Bridgewater and Brevan Howard and he explains how the lessons he has learned throughout his career led to how he constructs his portfolio today.
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