Abnormal Returns
APRIL 3, 2024
Markets A look back at Q1 2024 asset class returns. (novelinvestor.com) Growth and value performance flip-flopped in March 2024. (mrzepczynski.blogspot.com) Strategy In the meme stock age is fundamental analysis dead and buried? (howardlindzon.com) On the state of the momentum factor. (ft.com) Alternatives Alternative investments aren't going to save you in an apocalypse.
Nerd's Eye View
APRIL 3, 2024
With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. Even more difficult is using data based on samples and surveys (and subject to constant revision!) to develop some idea about which of the myriad possible outcomes might be more likely to occur.
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Abnormal Returns
APRIL 3, 2024
Podcasts Barry Ritholtz talks with Liz Ann Sonders about how to rebalance your portfolio. (ritholtz.com) Jesse Cramer talks with Peter Lazaroff about how to hang in there for the long run. (podcasts.apple.com) Dan Haylett talks with financial advisor Ed Combs about the relationship challenges in retirement. (humansvsretirement.com) Carl Richards talks with Hal Hershfield about aligning capital with your values.
Calculated Risk
APRIL 3, 2024
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 0.6 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending March 29, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 0.6 percent on a seasonally adjusted basis from one week earlier.
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
APRIL 3, 2024
Senvest Management, a $3 billion AUM firm, will pay $6.5 million to settle SEC charges it didn't retain off-channel business-related communications.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
APRIL 3, 2024
Open, honest and candid discussion about flexPATH's victory in court, Empower's new product for small plans, how people fail at retirement and more.
Alpha Architect
APRIL 3, 2024
Convexity can provide explosive payoffs from unlikely events. It’s a powerful weapon to wield, but like most weapons, it could be inefficient or even dangerous in the hands of the untrained. Tail Hedging Is Not As Easy As You Think was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
APRIL 3, 2024
A gifting strategy that considers minority interest discounts, the timing of gifts and anticipated appreciation can save millions of dollars in taxes.
Advisor Perspectives
APRIL 3, 2024
Two applications, TikTok and Temu, are subjects of increasing concern over privacy practices.
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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 3, 2024
Chief Technology Officer Gautam Sachdev will take the reins as Gamble transitions into his new role as vice chair for J.P. Morgan Asset Management Solutions.
Random Roger's Retirement Planning
APRIL 3, 2024
Cliff Asness from AQR wrote a quick post titled Cognitive Dissonance that listed out contradictory ideas that investors have. There were two that I think tie right in to conversations we regularly have here. Part of his point in these is line item risk, the tendency to be overly focused on the holding that is lagging even if it is "supposed" to lag.
Wealth Management
APRIL 3, 2024
Mutual funds experienced net inflows of $13 billion in February, according to Cerulli, but it was likely a blip rather than a turning point.
A Wealth of Common Sense
APRIL 3, 2024
Today’s Animal Spirits is brought to you by YCharts and KraneShares: See here for YCharts’ blog on improving client retention with proposals & reports See here and here for our discussion with KraneShares discussing China and KraneShares’ full China Internet ETF suite See here for tickets to The Compound and Friends LIVE in Los Angeles On today’s show, we discuss: The psychologist who turne.
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 3, 2024
Commonwealthwas ordered to pay $93 million to the SEC following a judgment the firm didn't disclose mutual fund share class conflicts.
Calculated Risk
APRIL 3, 2024
Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Here is a graph of the year-over-year (YoY) change for these measures since January 2015. Most of these measures are through February 2024, except CoreLogic is through January and Apartment List is through March 2024. The CoreLogic measure is up 2.6% YoY in January, down from 2.8% in December, and down from a peak of 13.9% in April 2022.
Wealth Management
APRIL 3, 2024
Cambridge has partnered with Hero CFO, so advisors can provide sophisticated financing reporting to wealthy clients.
Advisor Perspectives
APRIL 3, 2024
When a spouse dies, many women face severe financial hardship despite being part of a married couple for decades. This "widowhood penalty" results from men failing to ensure their wives are financially secure if tragedy strikes.
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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 3, 2024
The Pines Wealth Management will custody with Schwab and use Purshe Kaplan Sterling Investments for brokerage business.
Advisor Perspectives
APRIL 3, 2024
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $16,666 for an annualized real return of 10.26%.
Wealth Management
APRIL 3, 2024
The four new executives will help Choreo advisors take advantage of the firm’s CPA partnerships.
Calculated Risk
APRIL 3, 2024
This morning, the BEA released their estimate of vehicle sales for March. This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the March 2024 seasonally adjusted annual sales rate (SAAR). Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
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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 3, 2024
Don’t let the business unravel if the founder is silenced by illness or death.
Calculated Risk
APRIL 3, 2024
From ADP: ADP National Employment Report: Private Sector Employment Increased by 184,000 Jobs in March; Annual Pay was Up 5.1% Private sector employment increased by 184,000 jobs in March and annual pay was up 5.1 percent year-over-year, according to the March ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
Wealth Management
APRIL 3, 2024
Both taxpayers and professionals are potential targets.
Advisor Perspectives
APRIL 3, 2024
The Institute of Supply Management (ISM) has released its March services purchasing managers' index (PMI). The headline composite index is at 51.4, falling short of the 52.8 forecast. The latest reading marks the 15th straight month the index has been expansion territory.
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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
APRIL 3, 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 208 thousand initial claims, down from 210 thousand last week. • Also at 8:30 AM: Trade Balance report for February from the Census Bureau. The consensus is the trade deficit to be $66.5 billion.
Advisor Perspectives
APRIL 3, 2024
With the Q4 GDP third estimate and the March close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 184.4%, up from 167.6% the previous quarter.
Discipline Funds
APRIL 3, 2024
Someone emailed me the other day asking about my “muddle through” prediction of the last few years. They were pushing back on this idea that the US economy is just muddling along. I actually love conversations like this because they make me question my own views and consider countering positions. I’ve mentioned in the past that I do this a lot now.
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