Abnormal Returns
MARCH 20, 2024
Podcasts Robin Powell talks with Ben Carlson about why the U.S. stock market has held up. (youtube.com) Barry Ritholtz talks with Jim O'Shaughnessy about the benefits of a quantitative investment approach. (ritholtz.com) Dan Haylett talks with Christine Benz about her new book "How to Retire: 20 Lessons For A Happy, Successful & Wealthy Retirement.
Calculated Risk
MARCH 20, 2024
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 1.6 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending March 15, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 1.6 percent on a seasonally adjusted basis from one week earlier.
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Abnormal Returns
MARCH 20, 2024
Strategy Ten things to know about building a diversified portfolio. (morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. (capitalspectator.com) Crypto Promises of a lower expense ratio are not preventing outflows from the Grayscale Bitcoin Trust ($GBTC). (etf.com) Don't let spot Bitcoin ETFs fool you about the nature of crypto.
Wealth Management
MARCH 20, 2024
Supporters and critics of the proposed rule are setting up discussions with the Office of Management and Budget, one of the last steps before the final rule will be revealed.
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
MARCH 20, 2024
Statement here. Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. Here are the projections. Since the last projections were released, the economy has performed close to FOMC expectations. In December, the FOMC participants’ midpoint of the target level for the federal funds rate was at 4.675% at the end of 2024.
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Trade Brains
MARCH 20, 2024
SRM Contractors IPO Review: SRM Contractors is coming up with its IPO issue of Rs. 130.20 Cr which will open on 26th March 2024. The issue will close on 28th March and be listed on the exchange on 3rd April 2024. This article will analyze the GMP, Financials, strengths and weaknesses of the SRM Contractors IPO Review 2024. Keep reading to find out! SRM Contractors IPO Review – Company Overview SRM Contractors is an engineering, construction, and development Company engaged in constructing
Wealth Management
MARCH 20, 2024
Professionalization, new investors and market realities are changing the rules of RIA M&A, according to research from Advisor Growth Strategies.
Calculated Risk
MARCH 20, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 212 thousand initial claims, up from 209 thousand last week. • Also at 8:30 AM, the Philly Fed manufacturing survey for March. The consensus is for a reading of -2.5, down from 5.2. • At 10:00 AM: Existing Home Sales for February from the National Association of Realtors (NAR).
Wealth Management
MARCH 20, 2024
Explore the strategic shifts and challenges faced by wealth management firms as they position themselves to better serve their client needs and grow their top lines.
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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.
A Wealth of Common Sense
MARCH 20, 2024
Today’s Animal Spirits is brought to you by YCharts and Fabric by Gerber Life See here for YCharts’ 2024 advisor-client communication survey See here for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: Sorry stock bulls, the ‘Wall of Cash’ isn’t all headed your way A chart market skeptics will find frustrating Inflation at the grocery st.
Wealth Management
MARCH 20, 2024
More than half of the advisory clients in a February survey reported leaving their advisor in 2023, while another 9% thought about it.
Random Roger's Retirement Planning
MARCH 20, 2024
Amy Arnott from Morningstar wrote Top 10 Things To Know About Building A Diversified Portfolio. There are some good ideas here, some of which we've covered before like no way of knowing what segment of the market will be the best performer, this pertains to individual holdings too, that REITs aren't great diversifiers but there is absolutely a place for the attributes of higher yield and lower beta and she also touched on alternatives.
Wealth Management
MARCH 20, 2024
Open, honest and candid discussion about 401(k) led retirements, the DOL fiduciary rule, the changing business models for record keepers and more.
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.
Advisor Perspectives
MARCH 20, 2024
Bitcoin's price tumbled below $62,000 this week after reaching an all-time high just one week ago. BTC is currently up ~40% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 3/19/24.
Wealth Management
MARCH 20, 2024
Meath Wealth Advisors represents the 7th team to join Journey since its inception in 2021 and the RIA’s first Minneapolis office.
Calculated Risk
MARCH 20, 2024
FOMC Statement: Recent indicators suggest that economic activity has been expanding at a solid pace. Job gains have remained strong, and the unemployment rate has remained low. Inflation has eased over the past year but remains elevated. The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. The Committee judges that the risks to achieving its employment and inflation goals are moving into better balance.
Wealth Management
MARCH 20, 2024
Warhol's estate pays photographer $21,000 for the use of a Prince photograph.
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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.
Calculated Risk
MARCH 20, 2024
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: AIA/Deltek ABI Reports Moderation in the Slowdown in Business Conditions at Architecture Firms in February Architecture firm billings continued to decline in February, with an AIA/Deltek Architecture Billings Index (ABI) score of 49.5 for the month.
Wealth Management
MARCH 20, 2024
Recognizing women as economic decision makers opens of new opportunities.
NAIFA Advisor Today
MARCH 20, 2024
Carina Hatfield is a Life Underwriting Training Council Fellow (LUTCF), Commercial Lines Coverage Specialist (CLCS), and Life and Annuity Certified Professional (LACP). As a third-generation insurance agent, she specializes in property and casualty insurance and works with locally owned businesses. Carina serves NAIFA as a National Trustee and a moderator for Pennsylvania’s Leadership in Life Institute.
Wealth Management
MARCH 20, 2024
But you have to put in the sweat equity to make it work.
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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
MARCH 20, 2024
The price point for a full-service offering is naturally higher than that of a core offering. If you use a meaningful amount of the full-service resources, their pricing can be advantageous.
Wealth Management
MARCH 20, 2024
Wilshire’s experts will help Yieldstreet’s clients engage in new investment strategies and get access to investments sourced by an institutional advisor.
Advisor Perspectives
MARCH 20, 2024
Household equity allocations are again sharply rising, as the “Fear Of Missing Out” or “F.O.M.O.” fuels a near panic mentality to chase markets higher.
Tobias Financial
MARCH 20, 2024
In a recent MarketWatch article spotlighting tax filing options for married couples, our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, shared valuable insights on the choices between filing jointly or separately. While the tax code generally favors joint returns, there are instances where spouses may benefit from filing apart. Marianela highlighted that income-driven student loan repayment plans are one such scenario where filing separately could be advantageous.
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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
MARCH 20, 2024
Goldman Sachs Asset Management is charting a path to break into the top ranks of what’s projected to grow into a more than $10 trillion industry by the end of the decade.
FMG
MARCH 20, 2024
Live chat functionality on websites has come a long way since it first hit the scene. No longer do visitors have to sit there for 20 minutes or more and wait for a response that just says to call instead. Nowadays, the live chat function is becoming more and more popular. There is no doubt that a faster response equates to more leads. So, exactly how do you go about having the “perfect” live chat function on your website, and what can you gain from providing this feature?
Covisum
MARCH 20, 2024
Covisum® Founder and President, Joe Elsasser, CFP®, recently launched the first of a 7-part webinar series scheduled monthly through September. The series focuses on highlighting the framework used by top advisors to grow their practices by delivering dramatic value to their clients.
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