Abnormal Returns
NOVEMBER 19, 2023
Also on the site this week Over a lifetime, you can accumulate a lot of stuff. The chances are nobody wants any of it. (abnormalreturns.com) Top clicks this week Why it's a great time to be an investor. (blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio. (ritholtz.com) What it going to happen to all those assets in money market fund when yields eventually fall?
A Wealth of Common Sense
NOVEMBER 19, 2023
The S&P 500 last hit a new all-time high on January 3, 2022. The market has been slowly but surely working its way back to new highs but we’ve been underwater for nearly two years now: The market is within spitting distance of new highs but stocks have gone nowhere for almost two years. We’re a little less than four years into the 2020s and half of those years have seen no new highs but there have already.
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Abnormal Returns
NOVEMBER 19, 2023
Markets Cullen Roche, "The worst narrative in finance is this idea that stocks generate 10%+." (disciplinefunds.com) Why you should believe in stocks for the long run. (awealthofcommonsense.com) Diversify when you feel like you don't need it. (creativeplanning.com) Cash is a drug for investors. (etoro.com) Fund management The ESG wave has crested. (wsj.com) Fidelity files for a spot Ethereum ETF.
Wealth Management
NOVEMBER 19, 2023
Companies may consider the following four strategies for attracting and retaining top talent in the affordable housing industry.
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.
The Irrelevant Investor
NOVEMBER 19, 2023
Articles Is Goldman Sachs dead? (By Bethany McLean) He is the techiest of tech evangelists, the purest distillation of Silicon Valley’s reigning ethos. (By Barton Gellman) Where investment banks once stood, alternative asset managers now operate in their place. (By Marc Rubinstein, Paid) The drawbacks currently outweigh the benefits for 99.9% of developers.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Random Roger's Retirement Planning
NOVEMBER 19, 2023
Yahoo Finance had kind of a long read recapping an update from Morningstar about safe retirement withdrawal rates. I read the original Morningstar write up and it wasn't terribly insightful. What I took from it was that the safe withdrawal rate in 2021 was 3.3%, last year it was 3.8% and now it is back to 4%. It's hard to articulate why, but that just doesn't seem like a logical outcome for a generic version of "safe" to change that much year to year.
Trade Brains
NOVEMBER 19, 2023
Flair Writing Industries IPO Review: Ever doodled in class with a pen? What if that pen came from a company older than your school memories? India’s oldest pen company is stepping into the spotlight with its first-ever IPO. The IPO will open for subscription on November 22, 2023, and close on November 24, 2023. In this article, we will look at the Flair Writing Industries IPO Review 2023 and analyze its strengths and weaknesses.
Advisor Perspectives
NOVEMBER 19, 2023
Portfolios with large allocations to alternatives can have many benefits. However, alternative allocations can deviate meaningfully from policy, particularly during periods of equity-market turbulence.
Calculated Risk
NOVEMBER 19, 2023
Weekend: • Schedule for Week of November 19, 2023 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 5 and DOW futures are down 11 (fair value). Oil prices were down over the last week with WTI futures at $75.89 per barrel and Brent at $80.61 per barrel. A year ago, WTI was at $80, and Brent was at $89 - so WTI oil prices were down 5% year-over-year.
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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.
Advisor Perspectives
NOVEMBER 19, 2023
Individuals are increasingly looking for more tailored investment solutions, so it makes sense for plan fiduciaries to consider a more personalized approach, according to John Kutz, National Retirement Plan Strategist. He says personalization may be the ticket to better retirement outcomes.
Calculated Risk
NOVEMBER 19, 2023
From STR: U.S. hotel results for week ending 11 November U.S. hotel performance increased from the previous week and showed positive year-over-year comparisons, according to CoStar’s latest data through 11 November. 5-11 November 2023 (percentage change from comparable week in 2022): • Occupancy: 64.8% (+0.8%) • Average daily rate (ADR): US$156.01 (+4.0%) • Revenue per available room (RevPAR): US$101.13 (+4.9%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy
Advisor Perspectives
NOVEMBER 19, 2023
The savage sell-off that hit Treasuries in prior months was driven by concerns a buyers’ strike had hit the $26 trillion bond market. It’s now confirmed: at least one set of investors headed for the exits back in September.
oXYGen Financial
NOVEMBER 19, 2023
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
NOVEMBER 19, 2023
A burst of activity in Bitcoin derivatives has evoked memories of the period in late 2021 when the token surged to an all-time high.
Clever Girl Finance
NOVEMBER 19, 2023
If you’re searching for the best high paying remote jobs and/or the best remote job sites, you’ve come to the right place! Today, the number of remote jobs has skyrocketed and the shift to working remotely is likely here to stay. Employees are adapting to working from home and doing so effectively. So, if you’re looking for remote work opportunities, this is a perfect time to do so!
Advisor Perspectives
NOVEMBER 19, 2023
The bill will keep the federal government running into early 2024 but likely increases the risk of a shutdown in February.
Trade Brains
NOVEMBER 19, 2023
Best Microcap Stocks Under Rs 1000 : The possibilities are limitless if we can seize them at the right time and place. No one can predict the potential of everything we get. Likewise, the companies we choose in the Microcap segment act in the same way. In this article, we will fundamentally analyze Best Microcap Stocks Under Rs 1000, we shall see the list of stocks and its fundamentals.
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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 19, 2023
I find for many the same is true with ETFs and capital gains. However, the ETF pie continues to expand with newer investors each year. The persistent lack of a capital tax gain burden simply for holding onto an investment is worthy of celebration.
The Big Picture
NOVEMBER 19, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Terror on repeat : A rare look at the devastation caused by AR-15 shootings ( Washington Post ) • Failure at the fence: How Israel’s vaunted ‘Iron Wall’ crumbled : Hamas exploited vulnerabilities created by Israel’s reliance on technology at the “Iron Wall” to carry out the deadliest single assault in Israel’s history.
Advisor Perspectives
NOVEMBER 19, 2023
Investing in the stock market typically brings to mind the strategy of buying low and selling high. However, there’s another, somewhat counterintuitive method some investors employ: short selling.
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