Abnormal Returns
JANUARY 16, 2024
Markets Where are real interest rates going to settle? (mrzepczynski.blogspot.com) Domestic equities are expensive relative to international equities. (apolloacademy.com) Strategy Stocks usually beat bonds and cash, but not all the time. (awealthofcommonsense.com) How to identify an investor who has gotten too attached to a stock. (investmenttalk.co) Companies What went wrong at Boeing ($BA)?
Nerd's Eye View
JANUARY 16, 2024
Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman. Thomas is the co-founder of AllStreet Wealth, a financial planning firm for millennial business owners and those with equity comp based in Indianapolis, IN, that has quickly grown to more than $500,000 of run-rate revenue generated from serving 70 ongoing client households.
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Abnormal Returns
JANUARY 16, 2024
Asset management Big asset managers get paid on AUM, not performance. (papers.ssrn.com) A primer on private credit. (sapientcapital.com) How the ETF came to be. (institutionalinvestor.com) Macro There seems to be a macroeconomic announcement premium. (papers.ssrn.com) What effect do demographics have on real interest rates? (papers.ssrn.com) Media (economic) sentiment has gotten increasingly negative over the past 50 years.
Advisor Perspectives
JANUARY 16, 2024
This article examines the challenges associated with the SEC’s proposed rule, the expected effect on financial services firms, and how firms can prepare now for the new rule.
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.
Wealth Management
JANUARY 16, 2024
J.P. Morgan Securities agreed to pay $18 million to settle charges that it gave certain clients the choice of accepting credits or settlements while agreeing not to approach regulators.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JANUARY 16, 2024
After 2022, many declared the 60/40 portfolio dead, but the traditional portfolio mix rebounded in 2023, writes Morningstar. BlackRock’s move into the private infrastructure investment space is part of a broader strategy for the asset manager to diversify from its strength in ETFs, according to FundFire. These are among the investment must reads we found this week for wealth advisors.
Advisor Perspectives
JANUARY 16, 2024
Travel on all roads and streets increased in November. The 12-month moving average was up 0.2% month-over-month and was up 1.8% year-over-year. If we factor in population growth, the 12-month MA of the civilian population-adjusted data (age 16-and-over) was up 0.1% MoM and up 0.6% YoY.
A Wealth of Common Sense
JANUARY 16, 2024
Diversification is one of the first building block portfolio management concepts I ever learned in my first job in the investment industry. Our firm would create a Harry Markowitz efficient frontier chart for every client portfolio. The idea was to show that risk comes not from individual holdings but how those holdings work together to reduce overall portfolio risk.
Wealth Management
JANUARY 16, 2024
Deal volume dropped for the first time in more than a decade, as average deal size increased and the influence of private equity continued to play a major role.
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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.
Calculated Risk
JANUARY 16, 2024
From the MBA: Delinquency Rates for Commercial Properties Increased in Fourth-Quarter 2023 Delinquency rates for mortgages backed by commercial properties increased during the fourth quarter of 2023, according to the Mortgage Bankers Association's (MBA) latest commercial real estate finance (CREF) Loan Performance Survey. "Ongoing challenges in commercial real estate markets pushed the delinquency rate on CRE-backed loans higher in the final three months of 2023," said Jamie Woodwell, MBA's Head
Carson Wealth
JANUARY 16, 2024
Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Aggregate Bond Index. We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion.
Wealth Management
JANUARY 16, 2024
The Birmingham, Ala.-based team of four managed $420 million at the wirehouse before going independent with Dynasty Financial Partners.
Clever Girl Finance
JANUARY 16, 2024
There are many different ways to come up with your perfect budgeting strategy. Alongside your monthly budget, you should also have a bare bones budget waiting in the wings. Even if you don’t need to cut back completely right now, it’s a good idea to know how to create a minimal-expense budget and have it ready so you are prepared in case of a financial emergency.
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
JANUARY 16, 2024
Karl Heckenberg’s new RIA investment firm has taken a minority stake in Perigon, as Merchant Investment Management exits.
The Irrelevant Investor
JANUARY 16, 2024
Today’s Animal Spirits is brought to you by Nasdaq ETFs and Fabric by Gerber Life: See here for more information on Nasdaqs ETF listing solutions See here for more information on Life Insurance with Fabric by Gerber Life On today’s show, we discuss: Return expectations US Equities: The S&P 500 index is misunderstood It won’t be a recession – it will just feel like one 34.7% of business establ.
Wealth Management
JANUARY 16, 2024
Known for helping RIAs with cash management and crypto, the company is now tackling the thorny world of annuities.
Clever Girl Finance
JANUARY 16, 2024
By the time we’re adults, we’re inundated with information about the importance of goal setting. If you’re a goal-setter, you’ve undoubtedly seen how goals can transform your life. So why not impart some of that wisdom on the teens in your life by helping them set goals for teenagers? Table of contents Why are goals for teenagers so important? Where to start with setting goals for teenagers Goals for teens: Your future Goals for teens: Personal development Expert Tip: Teenagers should create goa
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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
JANUARY 16, 2024
Earlier the BEA released their estimate of light vehicle sales for December. The BEA estimates sales of 15.83 million SAAR in December 2023 (Seasonally Adjusted Annual Rate), up 3.3% from the November sales rate, and up 16.8% from December 2022. Click on graph for larger image. The first graph shows annual sales since 1976. Sales in 2020 were impacted by the pandemic, and then sales rebounded slightly in 2021.
Advisor Perspectives
JANUARY 16, 2024
Here are five ways to clean up your writing and make it easier for people to read.
Trade Brains
JANUARY 16, 2024
Fundamental Analysis Of Titagarh Rail Systems : The Indian Railway system has a long and fascinating history, and has been a trusted means of transportation for both people and goods throughout India. Despite its age, the sector continues to grow and evolve, presenting significant investment opportunities. One such company contributing to this sector is Titagarh Rail Systems Ltd.
Advisor Perspectives
JANUARY 16, 2024
FINRA has released new data for margin debt, now available through December. The latest debt level rose for a second straight month to $700.77 billion. Margin debt is up 6.0% month-over-month (MoM) and up 15.5% year-over-year (YoY). However, after adjusting for inflation, debt level is up 6.1% MoM and up 11.8% YoY.
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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
JANUARY 16, 2024
Five reasons many advisors are forgoing sunset deals.
Trade Brains
JANUARY 16, 2024
EPACK Durable IPO Review: India is currently enjoying its chilly winters while steamy summers remain just a few months away. The scorching heat of the summer accompanied by severe heat waves will spruce up demand for electrical products like coolers & Air Conditioners. If you believe that this very scenario is bound to push demand for these consumer-durable products and are willing to bet on some Companies that manufacture these, then we might have just the right Company for you.
Advisor Perspectives
JANUARY 16, 2024
Three of the eight indexes on our world watch list have posted gains through January 16, 2024. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 6.44%. India's BSE SENSEX finished in second with a YTD gain of 1.72% while the U.S.'s S&P 500 finished in third with a YTD gain of 0.49%.
Steve Sanduski
JANUARY 16, 2024
Guest: Mark Hurley, founder of Fiduciary Network and now CEO of Digital Privacy & Protection LLC , a cybersecurity company. In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&A, and the small RIAs would fall by the wayside.
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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
JANUARY 16, 2024
If there’s anything advisors have learned this year it’s to expect the unexpected, and that volatility isn’t likely to end anytime soon. As we look ahead to the rest of 2024, we’ll explore one strategy that may help advisors weather the storm – real assets. Real asset categories – such as natural resources, infrastructure and real estate – have historically served as an effective hedge against inflation, demonstrated resilience across economic cycles, an
Calculated Risk
JANUARY 16, 2024
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in December A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to December 2019 for each local market (some 2019 data is not available). This is the third look at several local markets in December. I’m tracking about 40 local housing markets in the US.
Advisor Perspectives
JANUARY 16, 2024
Bitwise’s Matt Hougan answers all of the key questions surrounding how spot bitcoin ETFs actually work. VettaFi’s Todd Rosenbluth offers perspective on the launch of spot bitcoin ETFs and highlights the latest VettaFi polling data on advisor crypto usage. Calamos’ Matt Kaufman explains the brand new Calamos CEF Income & Arbitrage ETF (CCEF).
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