The Big Picture
FEBRUARY 14, 2024
At the Money: Is War Good for Markets? (February 14, 2024) What does history tell us about how war impacts the stock market? What is the correlation between geopolitical conflict and inflation? Can these patterns inform us of future bull market behavior? In this episode, I speak with Jeffrey Hirsch about what happens to equities after global conflicts.
Abnormal Returns
FEBRUARY 14, 2024
Podcasts Peter Lazaroff talks all things equity compensation with Derek Jess. (peterlazaroff.com) Barry Ritholtz talks value investing with Jeremy Schwartz of WisdomTree Investments. (ritholtz.com) Carl Richards talks with Jamie author of "Confessions of a Sociopath: A Life Spent Hiding in Plain Sight." (50fires.com) Taxes What tax planning entails.
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Calculated Risk
FEBRUARY 14, 2024
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 2.3 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending February 9, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 2.3 percent on a seasonally adjusted basis from one week earlier.
Abnormal Returns
FEBRUARY 14, 2024
Strategy Alternatives managers want in on the defined contribution space. (riaintel.com) Do you really need a separate allocation to real estate in your portfolio? (morningstar.com) Growth in ETFs are a boon to Jane Street. (ft.com) Companies Uber's ($UBER) transformation is complete as the company initiates a stock buyback. (finance.yahoo.com) Why Walmart ($WMT) would want to buy TV maker Vizio?
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.
Nerd's Eye View
FEBRUARY 14, 2024
When an investor is seeking to work with a financial professional, there's a substantial difference in expectations about the nature of the relationship when the professional being consulted is an advisor versus when they're a salesperson. In hiring an advisor, the investor is presumably seeking to put their trust and confidence in someone with their best interests in mind who can advise them on a course of action.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
FEBRUARY 14, 2024
Hindustan Aeronautics : In recent years, the defence stocks of India have evolved into a great investment field due to the government’s focus on increased spending and the “Make in India” initiative. Defence exports have increased tenfold to ₹160 billion in FY23 in the last 6 years. In the past three years, the government has imparted an ambitious agenda to achieve self-reliance, especially after the Ukraine and Russia war.
Wealth Management
FEBRUARY 14, 2024
The final impact of the DOL rule on independent contractors has yet to be determined for the financial advisory industry.
Trade Brains
FEBRUARY 14, 2024
Titagarh Railsystems vs Jupiter Wagons : Railways are used to transport goods in bulk to any location with connectivity, which is beneficial to the logistics industry. The growing population and faster transportation will make railways a better choice for travel due to cost, comfort, and efficiency. Titagarh received an order for Rs. 857 crore from GMRCL for 72 standard gauge cars, and Jupiter Wagon received an order for Rs. 1,617 crore from Railways for 4,000 wagons.
Wealth Management
FEBRUARY 14, 2024
Open, honest and candid discussion on a potential federal auto-IRA program, cybersecurity risks, a possible pension comeback, the hunt for nextgen advisors and why DC fees have declined.
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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.
AdvicePay
FEBRUARY 14, 2024
Are you aware that you have the capability to streamline billing on held-away accounts using AdvicePay and Pontera? Your expertise in advising on 401(k) retirement plans deserves proper compensation, even when direct billing to the plan isn't feasible. Pontera empowers you with the tools to efficiently manage held-away accounts, while AdvicePay offers a comprehensive billing solution designed specifically to invoice clients for your advisory services.
Wealth Management
FEBRUARY 14, 2024
The cuts will affect less than 1% of employees in the wealth-management business, which has about 40,000 workers and is the firm’s largest unit.
Advisor Perspectives
FEBRUARY 14, 2024
The cost of housing remains a hot-button topic with both Millennials and Gen-Z. Plenty of articles and commentaries address the concern of supply and affordability, with the younger generations getting hit the hardest.
Wealth Management
FEBRUARY 14, 2024
BlackRock’s ESG-related assets under management swelled 53% from the beginning of 2022 through the end of last year, even as the wider ESG fund market only grew by about 8%.
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
FEBRUARY 14, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-February 2024 A brief excerpt: “If you do not know where you come from, then you don't know where you are, and if you don't know where you are, then you don't know where you're going. And if you don't know where you're going, you're probably going wrong.
Wealth Management
FEBRUARY 14, 2024
In a letter earlier this month, the Consumer Federation of America urged members of Congress to resist industry efforts to derail the fiduciary rule.
A Wealth of Common Sense
FEBRUARY 14, 2024
Today’s Animal Spirits is brought to you by Spear Funds: See here for more information on the Spear Alpha ETF On today’s show, we discuss: Mcdonalds earnings Yes, that Big Mac meal may cost $18 – but there’s one good reason for it Credit Bidenomics for rising US wages Maybe we’re thinking of the P/E ratio all wrong NVDA is now worth as much as the whole Chinese stock market David Einh.
Wealth Management
FEBRUARY 14, 2024
Valuations in the private real estate market are finally starting to reflect higher interest rates and tighter debt availability.
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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
FEBRUARY 14, 2024
This series has been updated to include the January release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $49,681, down 7.8% from over 50 years ago. After adjusting for inflation, hourly earnings are below their all-time high from April 2020.
Wealth Management
FEBRUARY 14, 2024
FP Alpha is transforming financial planning with AI-driven automation and scenario modeling, making advanced planning accessible and efficient for advisors and their clients.
WiserAdvisor
FEBRUARY 14, 2024
In today’s times, financial stability is a universal goal. People all around the world strive to make money. While it is commonly acknowledged that money itself cannot buy you happiness, its influence on essential aspects such as education, healthcare, and housing cannot be understated. However, the journey to create wealth need not be confined to mundane or conventional career options.
Wealth Management
FEBRUARY 14, 2024
One equity analyst said the acquisition of Atria transforms LPL into a “category killer” in the enterprise space.
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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
FEBRUARY 14, 2024
Bitcoin’s price climbed to $50,000 this past week, its highest level since December 2021. BTC is currently up ~13% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 2/13/24.
Wealth Management
FEBRUARY 14, 2024
Public equities dipped to 29% of the average total assets in family offices surveyed, down from 31% in 2020, according to KKR's Family Capital report.
Calculated Risk
FEBRUARY 14, 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, down from 218 thousand last week. • Also at 8:30 AM, Retail sales for January is scheduled to be released. The consensus is for a 0.1% decrease in retail sales. • Also at 8:30 AM, The New York Fed Empire State manufacturing survey for February.
Wealth Management
FEBRUARY 14, 2024
By developing a consistent practice around these mindset techniques, advisors can get greater clarity and awareness.
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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.
Calculated Risk
FEBRUARY 14, 2024
Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic. The following graphs are for inbound and outbound traffic at the ports of Los Angeles and Long Beach in TEUs (TEUs: 20-foot equivalent units or 20-foot-long cargo container).
Wealth Management
FEBRUARY 14, 2024
The deal is Perigon’s first acquisition after selling a minority stake to Karl Heckenberg’s RIA-focused investment venture.
Advisor Perspectives
FEBRUARY 14, 2024
I want to hear from you whether it is wrong to believe that numbers matter most and not everyone should try to be a psychologist with their clients.
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