Abnormal Returns
APRIL 7, 2024
Also on the site Better investors make fewer decisions. (abnormalreturns.com) Top clicks this week Two stocks accounted for a third of the Russell 2000's 5.2% return in Q1. (wsj.com) How major asset classes performed in March 2024. (capitalspectator.com) How to choose among total stock market ETFs. (humbledollar.com) Hyundai and Kia are crushing it in the U.S.
The Big Picture
APRIL 7, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Real Crisis in Humanities Isn’t Happening at College Our problem is in the real world—not the ivory tower—and so is the solution. ( The Honest-Broker ) • Transparent Vice: How Vice’s execs burned down its newsroom : Once promised to become the brash young voice of news, it became a den of wild expenses, shady deals, and greed turned it into ‘a f **g clown show.’ ( The Verge ) • The Future of Am
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Abnormal Returns
APRIL 7, 2024
Strategy Ben Carlson "Constantly predicting the end times might help you gain subscribers but it doesn’t help people make money." (awealthofcommonsense.com) Who says bull markets can't be stressful? (tker.co) Things that are obvious, often aren't. (mrzepczynski.blogspot.com) Companies Why Chipotle ($CMG) is splitting its stock 50:1. (wsj.com) Cruise line Viking has filed to go public.
Calculated Risk
APRIL 7, 2024
From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. Total originated carloads on U.S. railroads fell 3.5% (31,101 carloads) in March 2024 from March 2023, their third straight monthly decline. Total carloads averaged 216,716 per week in March 2024, the fewest for any March in our records that begin in January 1988.
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.
Million Dollar Round Table (MDRT)
APRIL 7, 2024
By Adam Thomas Rex, CFP, AIF A good client of mine wanted me to start working with his son, who was getting ready to graduate from medical school and had basically graduated debt-free because of his mom and dad’s contributions toward college. I knew the client had a path in mind for his son, and his son basically said, “I’m thinking about going into medical mission work.” That was an immediate red flag to me because while I am in favor of medical mission work, and I beli
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
APRIL 7, 2024
Higher interest rates bring fixed income and alternative investments into the spotlight again.
Calculated Risk
APRIL 7, 2024
Weekend: • Schedule for Week of April 7, 2024 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 14 and DOW futures are up 99 (fair value). Oil prices were up over the last week with WTI futures at $86.91 per barrel and Brent at $91.17 per barrel. A year ago, WTI was at $80, and Brent was at $87 - so WTI oil prices are up about 8% year-over-year.
Wealth Management
APRIL 7, 2024
Orion’s new behavioral finance tool, PulseCheck, reflects investor demand for comprehensive advising.
The Irrelevant Investor
APRIL 7, 2024
Today’s Animal Spirits is brought to you by Schaffer Cullen Capital Management: See here for more information on Schaffer Cullen Capital Management Emerging Markets High Dividend Strategy On today’s show, we discuss: Return drivers within Emerging Markets Understanding China within Emerging Markets Top-down analysis and avoiding certain country exposure Avoiding value-traps Strong macro trends in India Screening for.
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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.
Wealth Management
APRIL 7, 2024
How advisors can improve their compliance processes and set themselves up for success.
Advisor Perspectives
APRIL 7, 2024
The only way to outperform an index is to be different from that index in the right way. For the last few years, there has only been one way to do that. But if the Titans tank, if they flatline or even if they are just joined in their bull market by more sectors and companies, there will be many more.
Wealth Management
APRIL 7, 2024
Using a third-party CIO can help advisors reclaim time and improve client outcomes.
oXYGen Financial
APRIL 7, 2024
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
APRIL 7, 2024
A partnership with Amazon Redshift is helping Orion clients do more with data.
Advisor Perspectives
APRIL 7, 2024
Mohamed El-Erian still expects Federal Reserve officials to cut interest rates twice this year, even as a blockbuster jobs report pushes traders to rethink the timing.
Wealth Management
APRIL 7, 2024
How to provide the holistic financial experience wealthy investors seek.
Advisor Perspectives
APRIL 7, 2024
Competition for electric vehicles is mounting, but demand persists. So how can equity investors capture the potential of the fast-changing industry?
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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
APRIL 7, 2024
Focusing on behavioral finance techniques to serve clients across their lifetime.
Advisor Perspectives
APRIL 7, 2024
A rough start to the year for bond traders risks getting worse with the release of key US employment data on Friday. Treasury yields remain near their highest levels of 2024 ahead of the report, which is forecast to show that solid jobs growth moderated in March.
Wealth Management
APRIL 7, 2024
How to prepare as older generations pass down assets.
Wealth Management
APRIL 7, 2024
Mixed economic signals give rise to cautious optimism.
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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
APRIL 7, 2024
Mixed economic signals give rise to cautious optimism.
Wealth Management
APRIL 7, 2024
How advisors can use this technology to their advantage.
Wealth Management
APRIL 7, 2024
How data integration can improve advisor workflow.
Wealth Management
APRIL 7, 2024
Custom indexing helps advisors optimize client portfolios.
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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.
Wealth Management
APRIL 7, 2024
Financial advisors are optimistic about the future.
Wealth Management
APRIL 7, 2024
Orion Advisor Academy is making CE more entertaining and accessible.
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