Abnormal Returns
FEBRUARY 7, 2024
Podcasts Khe Hy talks about how to quit a high-paying, high-powered job. (podcasters.spotify.com) Sam Dogen talks with Emily Luk, Co-Founder and CEO of Plenty, a wealth platform for today's modern couples. (sites.libsyn.com) Daniel Crosby reads a chapter from his new book "The Soul of Wealth." (standarddeviationspod.com) Peter Lazaroff on investing at all-time stock market highs.
Nerd's Eye View
FEBRUARY 7, 2024
The need for financial professionals to ask prospects and clients questions has a long history in the industry. In earlier days, questions simply facilitated the process of gathering information in order to open accounts and recommend the appropriate products to be sold. However, as the industry evolved from being primarily transaction-based to relationship-based, it has become increasingly important for advicers to become less sales-oriented and more focused on how they can better develop deep,
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Abnormal Returns
FEBRUARY 7, 2024
Strategy In the long run, fundamentals matter. (albertbridgecapital.com) Some classic investing lessons from Ed Thorp. (moontower.substack.com) Finance The SEC has expanded its definition of who is a 'securities dealer.' (wsj.com) Incentives matter when it comes to capital providers. (chudson.substack.com) Where corporations are borrowing. (apolloacademy.com) ETFs Why ETFs may be a better fit for less liquid asset classes.
Calculated Risk
FEBRUARY 7, 2024
From Manheim Consulting today: Wholesale Used-Vehicle Prices Flat in January Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were unchanged in January compared to December. The Manheim Used Vehicle Value Index (MUVVI) remained at 204.0 but down 9.2% from a year ago. The index experienced the same 0.0% monthly change from December 2021 to January 2022.
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
FEBRUARY 7, 2024
Christopher Armstrong seeks to vacate a FINRA arbitration award in favor of Morgan Stanley. The wirehouse filed that arbitration to recoup his part of a previous award owed to Charles Schwab.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
FEBRUARY 7, 2024
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts research on the best-performing ETFs of 2023 See here to register for the Future Proof Retreat in March! On today’s show, we discuss: Big tech stocks find little room for error after monster run US winning world economic war America Powers On via Goldman Sachs Why Tim Cook is going all in on the Apple Vision Pro GDPNow real GDP e.
Wealth Management
FEBRUARY 7, 2024
Open, honest and candid discussion on January job growth, Mariner's latest deals, RIA M&A declines, TDF recommendations and the viability of fintech record keepers.
Advisor Perspectives
FEBRUARY 7, 2024
Stocks and bonds rallied at the end of last year on the hope of a seemingly improbable combination of dynamics playing out to support financial assets in 2024 — cooling inflation, solid economic growth, a resilient labor market, and as much as 150 basis points of interest-rate cuts.
Wealth Management
FEBRUARY 7, 2024
Much of these inflows into TLT can be attributed to a combination of ETF model providers and the registered investment advisor community.
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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.
MainStreet Financial Planning
FEBRUARY 7, 2024
“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 2-20-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! The State of the Insurance Industry Hosted by: Cynthia Flannigan , CFP® Guest commentator: Ramona Johanneson Arthur J Gallagher Risk Management Given the natural disasters affecting many states, consolidation of insurance companies and a
Wealth Management
FEBRUARY 7, 2024
The adaption of model portfolios hasn’t become as widespread as the industry expected when they came on the market.
Advisor Perspectives
FEBRUARY 7, 2024
Let's take a close look at January's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.7% of total employed workers are full-time (35+ hours) and 17.
Wealth Management
FEBRUARY 7, 2024
A team of four serving athletes and entertainers has joined UBS from Merrill Lynch in Albany, N.Y.
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.
Calculated Risk
FEBRUARY 7, 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 $62.2 billion in December , up $0.3 billion from $61.9 billion in November, revised. December exports were $258.2 billion, $3.9 billion more than November exports. December imports were $320.4 billion, $4.2 billion more than November imports. emphasis added Click on graph for larger image.
Wealth Management
FEBRUARY 7, 2024
Insights from industry leaders on the dynamic technology landscape of wealth management.
Calculated Risk
FEBRUARY 7, 2024
Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16, 2023. I've now switched to a new physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period when both contracts were available.
Wealth Management
FEBRUARY 7, 2024
The youngest generations, by far the poorest, received much of the Covid-era fiscal stimulus, giving them extra savings to invest in equities,
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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.
Trade Brains
FEBRUARY 7, 2024
HUDCO With the launch of the interim budget for 2024, the Indian government declared a visionary plan to construct 2 crore houses over the next five years. This ambitious initiative is set to redefine the landscape of urban development and housing in the country. As the government paves the way for extensive housing projects, HUDCO, a key player in the financial support industry, finds itself at the forefront of this transformative journey.
Wealth Management
FEBRUARY 7, 2024
Despite the faster growth in active ETFs, passive remains king for now.
Calculated Risk
FEBRUARY 7, 2024
Today, in the Calculated Risk Real Estate Newsletter: 1st 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 January 2019 for each local market (some 2019 data is not available). This is the first look at several early reporting local markets in December.
Trade Brains
FEBRUARY 7, 2024
Top Chemical Penny Stocks in India : In the modern era, chemicals serve as the catalysts for progress, quietly shaping the landscape of technology, healthcare, and agriculture. With India being in the phase of continuous expansion, there is a good amount of scope for the chemical industries in the future. This opens up an exciting opportunity for investment in the chemical sector.
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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!
Calculated Risk
FEBRUARY 7, 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 220 thousand initial claims, down from 224 thousand last week.
Advisor Perspectives
FEBRUARY 7, 2024
Our monthly workforce analysis has been updated to include the latest employment report for January. The unemployment rate remained at 3.7% and the number of new non-farm jobs (a relatively volatile number subject to extensive revisions) came in at 353K.
Random Roger's Retirement Planning
FEBRUARY 7, 2024
Larry Swedroe wrote a post about recency bias but I would describe it more as going through the arc of owning an alternative strategy that is doing very well then holding on for a few years where it struggles and then catching the bounce back to a great year. The example he used was the Stone Ridge Reinsurance Risk Premium Interval Fund. An interval fund is not one that is available through a secondary market, you buy it from the company directly.
Advisor Perspectives
FEBRUARY 7, 2024
The U.S. international trade in goods and services is published monthly by the Bureau of Economic Analysis with data going back to 1992 and details U.S. exports and imports of goods and services. In December, the trade deficit expanded by 0.5% to $62.20B. The latest reading was worse than the forecast of $62.00B.
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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
FEBRUARY 7, 2024
Thursday, March 14, 2024 | 2:00 PM ET
Advisor Perspectives
FEBRUARY 7, 2024
Janus Henderson Investors Portfolio Managers Greg Wilensky and Jeremiah Buckley discuss what they consider the three essential elements of an effective balanced strategy in the current environment.
FMG
FEBRUARY 7, 2024
As a software solution, Asset-Map helps advisors organize client info and deliver financial plans through a visual medium, allowing them to save time and offer greater clarity to their clients. Many advisors that leverage Asset-Map’s software also feature the tool on their website as part of their prospecting efforts. But what should you highlight?
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