Abnormal Returns
DECEMBER 5, 2024
Strategy Diversification still matters. (novelinvestor.com) How to combat confirmation bias. (safalniveshak.com) Art Cashin Art Cashin was one of a kind. (ritholtz.com) A remembrance of Art Cashin. (jaywoods.substack.com) Companies Dollar stores have had a rough 2024. (sherwood.news) Palantir ($PLTR) did not. (axios.com) Fund management BlackRock ($BLK) will soon oversee almost $600 billion of alternative assets.
Calculated Risk
DECEMBER 5, 2024
The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $73.8 billion in October , down $10.0 billion from $83.8 billion in September, revised. October exports were $265.7 billion, $4.3 billion less than September exports.
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Wealth Management
DECEMBER 5, 2024
Memoirs dominate the best business books of 2024 for financial advisors.
A Wealth of Common Sense
DECEMBER 5, 2024
We also touched on questions about managing your brokerage account, the best way to optimize asset location, RSUs vs. HELOCs when paying for a home renovation and jewelry as an asset class. Further Reading: 10 Money Revelations in my 40s 1And these peer rankings are net worth figures. This reader didn’t mention how much debt or home equity his family has, if any.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Wealth Management
DECEMBER 5, 2024
The pace of ETF launches dipped slightly in November, with just shy of 50 new funds entering the market.
Calculated Risk
DECEMBER 5, 2024
The DOL reported : In the week ending November 30, the advance figure for seasonally adjusted initial claims was 224,000 , an increase of 9,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 213,000 to 215,000. The 4-week moving average was 218,250, an increase of 750 from the previous week's revised average.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Validea
DECEMBER 5, 2024
In this episode of Excess Returns, hosts Justin and Jack sit down with Andrew Beer of Dynamic Beta Investments to explore the fascinating world of managed futures and alternative investment strategies. Andrew, who manages over a billion dollars in assets, shares valuable insights on why managed futures remain underutilized despite their proven benefits for portfolio diversification.
Wealth Management
DECEMBER 5, 2024
Brighton Jones’ Jon Jones details how the firm’s client-centric, holistic approach has propelled the firm's growth.
NAIFA Advisor Today
DECEMBER 5, 2024
NAIFA, the leading association of financial professionals in the United States, has revitalized its Find a Financial Service Professional search directory to provide consumers with easy access to the highly skilled, experienced professionals who subscribe to NAIFA’s Code of Ethics. The tool is located on lifehappens.org , the consumer-facing website of NAIFA’s Life Happens community.
Wealth Management
DECEMBER 5, 2024
Serenus Wealth Advisors, a $1.2 billion RIA launched in July, has brought on Graham K. Mandl, a former Certuity exec, to anchor its New York office.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Advisor Perspectives
DECEMBER 5, 2024
In the week ending November 30th, initial jobless claims were at a seasonally adjusted level of 224,000. This represents an increase of 9,000 from the previous week's figure and is worse than forecasts for 215,000.
Wealth Management
DECEMBER 5, 2024
Longtime industry analyst Chris Shutler joins Orion as head of strategy from competitor Envestnet.
Advisor Perspectives
DECEMBER 5, 2024
Dan Suzuki analyzes current and historical trends in investors' stock, bond, and cash holdings to assess whether this "cash on the sidelines" narrative could be a valid catalyst for pushing the stock market to new highs.
Wealth Management
DECEMBER 5, 2024
The asset manager credited with launching the first mutual fund a century ago has remained a holdout in the ETF space until now.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Advisor Perspectives
DECEMBER 5, 2024
Emerging-market currencies held gains after Federal Reserve Chair Jerome Powell said policymakers could move cautiously as they lower interest rates. The South Korean won rebounded on Wednesday as President Yoon Suk Yeol rapidly reversed his martial law declaration.
International College of Financial Planning
DECEMBER 5, 2024
Introduction On November 14th, as we honor Children’s Day in remembrance of Pandit Jawaharlal Nehru’s birthday, we consider how to prepare the next generation for a promising future. Typically, Children’s Day is celebrated with joy, learning, and the immense potential that each child holds. In todays swiftly changing financial landscape, one of the best gifts we can offer our children is the insight and abilities needed to manage their finances well.
Advisor Perspectives
DECEMBER 5, 2024
Quite a few observers have described the dramatic fall of the Barnier government in France not just as a political crisis but also an economic and financial crisis.
The Big Picture
DECEMBER 5, 2024
We lost one of the greats this week: Art Cashin passed away Sunday at the age of 83. CNBC’s Bob Pisani did a wonderful remembrance of Art: “In the intensely competitive and often vicious world of stock market commentary, Cashin was that rarest of creatures: a man respected by all, bulls and bears, liberals and conservatives alike.” It made me want to share a few of my favorite Art Cashin stories… I first met Art when I was a newbie strategist in the 2000s.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Advisor Perspectives
DECEMBER 5, 2024
To sate his multibillion dollar rampant appetite for Bitcoin, Michael Saylor has tapped demand from retail investors transfixed by MicroStrategy Inc.’s more than 500% rally this year. He’s also benefited from hedge funds who care far less where the stock trades.
Carson Wealth
DECEMBER 5, 2024
Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Keep in mind, giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact: 1 In 2023, Americans donated $557.16 billion, 67% of this giving was attributed to individuals.
Advisor Perspectives
DECEMBER 5, 2024
A couple of weeks ago, we wrote about how the deficit had come back into focus for the U.S. financial markets.
Calculated Risk
DECEMBER 5, 2024
Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Another monthly update on rents. Tracking rents is important for understanding the dynamics of the housing market. Slower household formation and increased supply (more multi-family completions) has kept asking rents under pressure. Welcome to the December 2024 Apartment List National Rent Report.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Advisor Perspectives
DECEMBER 5, 2024
We are all familiar with this SEC-required warning that “past performance does not predict future performance.
Abnormal Returns
DECEMBER 5, 2024
Technology It's not clear any CEO could have saved Intel ($INTC). (wsj.com) Can providing LLMs ever become a good business? (calpaterson.com) How the Silicon Valley consensus broke down. (programmablemutter.com) Global Why U.S. productivity is far outpacing the rest of the developed world. (on.ft.com) How weight loss drugs are powering the Danish economy.
Advisor Perspectives
DECEMBER 5, 2024
At the 2018 Berkshire Annual Meeting, Buffett noted that “multiple times in my life, people have felt the country was more divided than ever.
Advisor Perspectives
DECEMBER 5, 2024
Assets in money market funds reached an all-time high of $7 trillion this past month. Now that rates are moving lower, money market yields may not be as attractive to many investors and assets may gradually leave money funds.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Advisor Perspectives
DECEMBER 5, 2024
Since its enactment in 2022, the Chips and Science Act — a $280 billion splurge intended to revive US semiconductor manufacturing — has been at best a mixed success. A $7.9 billion grant to Intel Corp., announced by President Joe Biden’s administration last week, shows how this gravy train may be headed off the rails.
Advisor Perspectives
DECEMBER 5, 2024
While the economy helped President Trump win a second term, it also created expectations that could prove difficult to meet.
Advisor Perspectives
DECEMBER 5, 2024
Federal Reserve Chair Jerome Powell downplayed the prospects of tension with the incoming Trump administration and said he expects officials can move cautiously as they continue lowering interest rates.
Advisor Perspectives
DECEMBER 5, 2024
President-elect Donald Trump’s pick of a crypto proponent to be the next head of the US securities regulator lifted Bitcoin to $100,000 for the first time as traders warmed to the prospect of relaxed regulations.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
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