Wealth Management
AUGUST 1, 2024
The finding is part of a broader Cerulli report examining the opportunities and challenges surrounding the use of alternative investments in the retail channel.
Calculated Risk
AUGUST 1, 2024
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 1.9% Below 2022 Peak Excerpt: It has been 18 years since the bubble peak. In the May Case-Shiller house price index released on Tuesday, the seasonally adjusted National Index (SA), was reported as being 73% above the bubble peak in 2006. However, in real terms, the National index (SA) is about 11% above the bubble peak (and historically there has been an upward slope to real house prices).
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Wealth Management
AUGUST 1, 2024
The LPL suit is similar to a class action complaint filed last month claiming the firm violated its duties to clients by allegedly making huge profits from the interest rates on cash sweep accounts.
Abnormal Returns
AUGUST 1, 2024
July 2024 How major asset classes performed in July 2024. (capitalspectator.com) The S&P SmallCap 600 was up 10.8% in July. (on.spdji.com) Rates The 10-year Treasury has dipped below 4.0% for the first time in awhile. (sherwood.news) Tether is benefiting greatly from elevated interest rates. (theblock.co) Fund management Bill Ackman pulled the IPO for Pershing Square USA.
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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
AUGUST 1, 2024
Despite potential tax changes, donor-advised funds remain a go-to tool.
Calculated Risk
AUGUST 1, 2024
The DOL reported : In the week ending July 27, the advance figure for seasonally adjusted initial claims was 249,000, an increase of 14,000 from the previous week's unrevised level of 235,000. The 4-week moving average was 238,000, an increase of 2,500 from the previous week's unrevised average of 235,500. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
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Calculated Risk
AUGUST 1, 2024
From the Census Bureau reported that overall construction spending decreased: Construction spending during June 2024 was estimated at a seasonally adjusted annual rate of $2,148.4 billion, 0.3 percent below the revised May estimate of $2,154.8 billion. The June figure is 6.2 percent above the June 2023 estimate of $2,023.0 billion. emphasis added Both private and public spending decreased: pending on private construction was at a seasonally adjusted annual rate of $1,664.6 billion, 0.3 percent b
Wealth Management
AUGUST 1, 2024
The summer months provides the opportunity to strategically recharge, absorb and plan for the remainder of the year.
Calculated Risk
AUGUST 1, 2024
On Friday at 8:30 AM ET, the BLS will release the employment report for July. The consensus is for 175,000 jobs added, and for the unemployment rate to be unchanged at 4.1%. There were 206,000 jobs added in June, and the unemployment rate was at 4.1%. From Goldman Sachs: We estimate nonfarm payrolls rose by 165k in July , below consensus of +175k. While an influx of labor supply at the start of summer typically leads to an acceleration in seasonally-adjusted job growth when the labor market is t
Wealth Management
AUGUST 1, 2024
CAIS founder Matt Brown details how the firm uses technology to make alternative investments more accessible to the masses.
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Calculated Risk
AUGUST 1, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Employment Report for July. The consensus is for 175,000 jobs added, and for the unemployment rate to be unchanged at 4.
Wealth Management
AUGUST 1, 2024
Brown is launching Boston XChange, a nonprofit organization that plans to build generational wealth and cultural innovation in Black and Brown communities.
Calculated Risk
AUGUST 1, 2024
(Posted with permission). The ISM manufacturing index indicated expansion. The PMI® was at 46.8% in July, down from 48.5% in June. The employment index was at 43.4%, down from 49.3% the previous month, and the new orders index was at 47.1%, down from 49.3%. From ISM: Manufacturing PMI® at 46.8% July 2024 Manufacturing ISM® Report On Business® Economic activity in the manufacturing sector contracted in July for the fourth consecutive month and the 20th time in the last 21 months, say the nation's
Wealth Management
AUGUST 1, 2024
The use of AI can assist firms to better understand client behaviors, identify high-value opportunities and optimize their outreach efforts.
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.
A Wealth of Common Sense
AUGUST 1, 2024
Our resident insurance expert and financial advisor, Jonathan Novy, joined me on the show this week to discuss questions about life insurance vs. investing, HELOCs, taking out a loan to remodel your house and how the step-up basis works when one spouse passes away. Further Reading: The Fed Matters Less Than You Think 1There were a lot of theories about the reasoning for this at the time.
Wealth Management
AUGUST 1, 2024
David Dodson, a former Oppenheimer advisor, has joined to lead the wealth management business.
Advisor Perspectives
AUGUST 1, 2024
Here is a summary of the four market valuation indicators we update on a monthly basis.
Wealth Management
AUGUST 1, 2024
There are a slew of technical and regulatory hurdles to overcome before the likes of BlackRock, Invesco and others can squeeze the likes of real estate and pre-public companies into ETFs.
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
AUGUST 1, 2024
The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.77, down from 1.78 in June.
Wealth Management
AUGUST 1, 2024
Tuesday, August 27, 2024 | 2:00 PM ET
NAIFA Advisor Today
AUGUST 1, 2024
The Fortis Agency of Holmdel, NJ has been named the inaugural 100% Agency of the Year by the National Association of Insurance and Financial Advisors (NAIFA).
Advisor Perspectives
AUGUST 1, 2024
The July S&P Global US Manufacturing PMI™ fell to 49.6 in July from 51.6 in June, indicating a slight deterioration in business conditions. The latest reading was just above the forecasted reading of 49.5 but is the index's lowest level of the year.
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.
Financial Symmetry
AUGUST 1, 2024
Below, you can watch our second quarter 2024 Market Update video. In it, we discuss the following topics: Recent strong performance for US and International stocks The importance of global diversification Comparing the Nvidia AI boom to the Cisco internet … Continued The post Market Update Q2 2024 appeared first on Financial Symmetry, Inc.
Trade Brains
AUGUST 1, 2024
“Sealmatic’s roadmap is filled with exciting opportunities, not just in India but on a global scale. We are targeting a 15% market share in API mechanical seals and have laid out a strategic vision known as ‘Sealmatic Beyond 2028,” says Umar A K Balwa of Sealmatic India Ltd. In an exclusive interview with Trade Brain’s Research Analyst Omkar Chitni s , the Managing director of Sealmatic, Umar A K Balwa , discussed the Indian government’s recent announcement of a USD
Advisor Perspectives
AUGUST 1, 2024
Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 28.0 and the latest P/E10 ratio is 35.5.
Random Roger's Retirement Planning
AUGUST 1, 2024
We regularly look at capital efficiency and its potential uses in portfolio construction. There's plenty to learn from it, we've studied it here quite a bit and for me the answer goes no further than slight influence with a couple of alt strategies. I don't believe I am dismissive of it but I am wary or at least, very cautious. The last few weeks have provided a good example of what can happen in adverse market conditions.
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Alpha Architect
AUGUST 1, 2024
Full exposure to domestic equities. Full exposure to international equities. Full exposure to REITs. No exposure to commodities. Partial exposure to intermediate-term bonds. DIY Trend-Following Allocations: August 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Random Roger's Retirement Planning
AUGUST 1, 2024
Let's try something different and see if it can go anywhere. If there's any engagement, maybe can do one of these every week or so. I will lay out a portfolio concept that is hopefully robust when compared to more standard benchmarks. The idea is for readers to weigh in with thoughts or anything they'd do differently. Here's our first attempt. BTAL and BLNDX are client and personal holdings and I own a few shares of MAXI.
NAIFA Advisor Today
AUGUST 1, 2024
NAIFA’s Committee on Governance has nominated John Wheeler , CFP, CLU, ChFC, CRPC, LACP, CLTC, LUTCF, Executive Senior Partner at Totus Wealth Management LLC in Houston, Texas, to be the 2025 NAIFA Secretary. Wheeler, who currently serves on NAIFA’s National Government Relations and IFAPAC Committees, is a past NAIFA-National Trustee and Past President of NAIFA-Illinois.
Validea
AUGUST 1, 2024
Momentum investing has long been a popular strategy among investors, but not all momentum approaches are created equal. Validea’s Quantitative Momentum strategy, based on the research of Wes Gray and Jack Vogel as outlined in their book “Quantitative Momentum,” offers a sophisticated, evidence-based approach to capturing momentum in the stock market.
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