Abnormal Returns
NOVEMBER 8, 2023
Markets The stock market usually goes up. (tker.co) Like it or not, technology stocks are leading. (allstarcharts.com) Technology How does the technology industry not get bigger? (notboring.co) OpenAI is laying out a path forward for a sustainable business. (stratechery.com) Meta ($META) has a path forward for WhatsApp profitability. (nytimes.com) Amazon ($AMZN) is going wide with offers for One Medical membership.
Nerd's Eye View
NOVEMBER 8, 2023
Retirement is often framed as one's "golden years", a time to enjoy the fruits of several decades of hard work. And for many retirees who have planned accordingly, this transition is not a problem as they might spend generously on travel, hobbies, or other pursuits. Nevertheless, some retirees can find it emotionally challenging to bring themselves to go beyond the basics in retirement spending (e.g., because they have a hard time switching from 'savings' mode to 'spending' mode) and can be hesi
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Abnormal Returns
NOVEMBER 8, 2023
Podcasts Christine Benz and Jeff Ptak talk with JL Collins author of "Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence." (morningstar.com) Peter Lazaroff talks with William Bernstein author of "The Four Pillars of Investing." (peterlazaroff.com) Robin Powell talks with Moira O'Neill about teach children about money.
The Reformed Broker
NOVEMBER 8, 2023
On this special episode of TCAF Tuesday, Michael Batnick, Barry Ritholtz, and Downtown Josh Brown are joined by Campbell Harvey to discuss: the state of the economy, the yield curve indicator, the next recession, 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!
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.
Meb Faber Research
NOVEMBER 8, 2023
“He was a U.S.-class smooth politician, which is the only way you’re going to survive in that job. It has nothing to do with investing.” That’s how Institutional Investor recently described a former CIO of the California Public Employees’ Retirement System, also known as CalPERS. The description is especially interesting when considering that the “I” […] The post Should CalPERS Fire Everyone And Just Buy Some ETFs?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
NOVEMBER 8, 2023
Today, in the Calculated Risk Real Estate Newsletter: Inventory will Tell the Tale A brief excerpt: Two years ago, in November 2021, I wrote Inventory will Tell the Tale and recounted how changes in housing inventory had helped me forecast the housing market at several key points. Here is an update to that post with a few additional comments. Starting in January 2005, I was very bearish on housing , but I wasn’t sure when the market would turn.
Wealth Management
NOVEMBER 8, 2023
Digital Prime Technologies’ Tokenet joins other firms seeking to fill a void left by the demise of crypto lenders Genesis, Celsius, BlockFi and others.
Advisor Perspectives
NOVEMBER 8, 2023
Here are six key trends for HNW donors to consider during your giving season conversations.
Wealth Management
NOVEMBER 8, 2023
The SEC has been pressing Morgan Stanley to improve its processes and controls to prevent wealthy international clients from laundering money.
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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.
MainStreet Financial Planning
NOVEMBER 8, 2023
“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 11-21-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! Mint.com is Shutting Down on Dec. 31, 2023 Hosted by: Anna Sergunina , CFP® It’s always disappointing when a popular and useful service like Mint decides to shut down.
Wealth Management
NOVEMBER 8, 2023
The private equity industry is racing to secure a share of the trillions of dollars in wealth held by the rising suburban rich.
Alpha Architect
NOVEMBER 8, 2023
Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: November 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Discipline Funds
NOVEMBER 8, 2023
Here’s our latest strategic update given recent changes for Q4 and beyond. To learn more about our investment management service please contact us here. Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower.
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.
Wealth Management
NOVEMBER 8, 2023
A comprehensive guide to the impact of alternative investments on portfolio optimization.
Steve Sanduski
NOVEMBER 8, 2023
Guest: Jon Dauphiné, Esq. is the CEO of the Foundation for Financial Planning, the U.S.’s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need. Dave Mantell , CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA. In a Nutshell: In fields like medicine, law, and education, pro bono work is an established part of the professional culture.
Wealth Management
NOVEMBER 8, 2023
He was reportedly planning to leave her after coming into the large sum of money.
Advisor Perspectives
NOVEMBER 8, 2023
Bitcoin's price continued to rise this week, breaking $35,000 for the first time since May 2022. BTC is now up ~111% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 11/7.
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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.
Wealth Management
NOVEMBER 8, 2023
BlackRock sees balance-sheet strength, positive earnings revisions among larger-cap firms.
Calculated Risk
NOVEMBER 8, 2023
Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16th. I've now switched to a new physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period both contracts were available.
Wealth Management
NOVEMBER 8, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
A Wealth of Common Sense
NOVEMBER 8, 2023
Today’s Animal Spirits is brought to you by YCharts: See here to register for the YCharts Year-End Strategy webinar with the Animal Spirits team! On today’s show, we discuss: Comments on October Employment Report Is the Fed peaking too soon? Your ‘set it and forget it’ 401(k) made you rich. No more. Is the 60/40 portfolio a good investment now?
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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!
Wealth Management
NOVEMBER 8, 2023
The Great Retirement induced by COVID-19 continues.
Calculated Risk
NOVEMBER 8, 2023
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 221 thousand initial claims, up from 217 thousand last week.
Wealth Management
NOVEMBER 8, 2023
UBS moved the assets from the wealth management division to the wind-down unit during the third quarter.
Trade Brains
NOVEMBER 8, 2023
Best Microcap Stocks Under Rs 200 : Great Businesses begin small and take advantage of opportunities to expand quickly. Every business aspires to be the greatest among its competitors. Their growth and profitability reflect on their stocks too. Likewise, we can take an opportunity when we see deemed. In this article, we will take a look at some of the Microcap stocks under Rs 200 from various sectors and analyze their business & financials. 5 Best Microcap Stocks Under Rs 200 1.
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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 8, 2023
Given the likelihood that economists are again myopic in their inflation forecasts and bond traders are betting on such projections, I see a day soon when a disinflationary or deflationary reality hits the bond market and bond yields plummet.
Steve Sanduski
NOVEMBER 8, 2023
Guest: Tobias Dengel , the president of WillowTree , a digital product consultancy that was acquired by TELUS International in 2023 for over $1.2 billion. Under Tobias’ leadership, WillowTree has become a leading provider of premium digital products and experiences for iconic global brands, including HBO, PepsiCo, Johnson & Johnson, and many more.
Advisor Perspectives
NOVEMBER 8, 2023
Our monthly workforce analysis has been updated to include the latest employment report for October. The unemployment rate rose to 3.9% and the number of new non-farm jobs (a relatively volatile number subject to extensive revisions) came in at 150K.
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