Abnormal Returns
OCTOBER 24, 2022
Strategy How much has indexing saved investors in fees? (evidenceinvestor.com) Some investors may not understand when they take on leverage. (rogersplanning.blogspot.com) Companies Brad Gerstner on how to turn Meta's ($META) stock around. (medium.com) Big tech companies are sitting on their own bond market losses. (theinformation.com) Snowflake ($SNOW) is growing into its valuation.
Nerd's Eye View
OCTOBER 24, 2022
The choice of an advisory firm’s custodial affiliation is easily one of its most important business decisions. The advisory firm is the front end of the client relationship, but it entrusts client assets, and key aspects of their service, to a custodian that safeguards the money and provides the underlying platform. And given the logistical challenges of switching between custodians, inertia often leads firms to stick with the same custodian for years or decades, even when a better fit mig
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The Big Picture
OCTOBER 24, 2022
? ?. Transcript: Marta Norton. The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.
Abnormal Returns
OCTOBER 24, 2022
Podcasts Jeff Ptak and Christine Benz talk with Dana Anspach, the founder and CEO of the financial planning firm, Sensible Money, about buliding an all-weather retirement plan. (morningstar.com) Howard Lindzon talks student loans with Bobby Matson, founder of Payitoff.io. (howardlindzon.com) Daniel Crosby talks with Ashley Quamme about when should a financial advisor make a referral to a mental health practitioner.
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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
Calculated Risk
OCTOBER 24, 2022
Active inventory increased again, hitting another new peak for the year. Here are the same week inventory changes for the last four years ( usually inventory is declining at this time of year ): 2022: +5.7K (still increasing!) 2021: -0.8K 2020: -4.7K 2019: -7.0K Inventory bottomed seasonally at the beginning of March 2022 and is now up 137% since then.
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Calculated Risk
OCTOBER 24, 2022
These indicators are mostly for travel and entertainment. It is interesting to watch these sectors recover as the pandemic subsides. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of October 23rd. Click on graph for larger image. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red).
Wealth Management
OCTOBER 24, 2022
New research from JLL indicates consumers are eager to shop in store this holiday season and to maintain a healthy level of spending. Net lease REITs are outperforming the broader real estate index, according to Seeking Alpha. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
OCTOBER 24, 2022
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in September A brief excerpt: The big story for September existing home sales was the sharp year-over-year (YoY) decline in sales. Another key story was that new listings were down YoY in September as many potential sellers are locked into their current home (low mortgage rate).
Wealth Management
OCTOBER 24, 2022
The deal represents a newer option for Cetera-affiliated advisors, where the broker/dealer will take minority stakes in wealth management practices to fuel their growth.
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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.
Calculated Risk
OCTOBER 24, 2022
From WardsAuto: October U.S. Light-Vehicle Sales Show Signs of Life (pay content). Brief excerpt: "The fourth-quarter SAAR is pegged at 14.2 million units, an improvement on Q2’s 13.3 million and Q3’s 13.4 million, but also meaning November-December results will weaken from October, with the primary reason being stiffer economic headwinds expected. Still, inventory will continue rising through the end of November, creating upside to the outlook" Click on graph for larger image.
Wealth Management
OCTOBER 24, 2022
The new custom SMA offering, an expansion of Fidelity’s direct indexing lineup, will be broadly available to RIA, broker/dealer and family office clients in 2023.
Meb Faber Research
OCTOBER 24, 2022
Episode #451: Hugh Hendry – The Acid Capitalist Unfiltered Guest: Hugh Hendry is an award winning hedge fund manager, market commentator, St Barts real estate investor & surfer. Date Recorded: 10/5/2022 | Run-Time: 49:15 Summary: In today’s episode, Hugh shares his thoughts on all the macro factors in the world today. He touches on […].
Wealth Management
OCTOBER 24, 2022
The RIA platform is on track to set a record after adding 17 teams and more than $3.5 billion in first three quarters of 2022.
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.
David Nelson
OCTOBER 24, 2022
By David Nelson, CFA CMT Before we get started put down the knives, get off twitter and take a breath. I’m not calling the end of the bear market. If I could do that with a high degree of accuracy I’d have my jet, wouldn’t even be writing this post and I’d be done staring at red and green stocks flashing across my screen five days a week.
Wealth Management
OCTOBER 24, 2022
The increasing frequency and strength of severe weather events is forcing the commercial real estate sector to grapple with how to assess future risks.
Alpha Architect
OCTOBER 24, 2022
In this article, we examine the research addressing the question of to what extent, if any, ESG strategies improve investment performance on a risk-adjusted basis, or if they are more effectively used for the societal impact they potentially have. Are ESG strategies more effective for societal impact or performance? was originally published at Alpha Architect.
Wealth Management
OCTOBER 24, 2022
Rent gains are finally starting to slow in many parts of the U.S., cooling a years-long boom that sapped affordability from coast to coast. Landlords have little choice but to ease off big increases: Demand from tenants is suddenly sinking.
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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.
Darrow Wealth Management
OCTOBER 24, 2022
Planning can help optimize annual RMDs depending on your goals and cash flow needs. Mandatory withdrawals from retirement accounts begin for most taxpayers at age 72. But retirees who don’t need the money often have questions. For example, what’s the best time of year to take required minimum distributions, how to reinvest it, or if you can avoid paying tax on RMDs.
Wealth Management
OCTOBER 24, 2022
The RIA platform is on track to set a record after adding 17 teams and more than $3.5 billion in first three quarters of 2022.
Clever Girl Finance
OCTOBER 24, 2022
As a couple, it’s important to spend quality time together because it can help you strengthen your relationship and may help with communication. And maybe you're craving some fun stay at home date night ideas but need them to be budget-friendly as you work on your financial goals. So, you should definitely start trying some of these fabulous ideas that are inexpensive!
Wealth Management
OCTOBER 24, 2022
As corporate tenants reassess their space needs, suburban offices seem to be edging out their urban counterparts, reports GlobeSt. Vox looks at how indoor air pollution at buildings is making many Americans sick. These are among today’s must reads from around the commercial real estate industry.
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Did you know automating your month-end close can save up to 40% of the time typically spent on manual reconciliations? CFOs and controllers are leveraging SkyStem's workflow management and reconciliation tool to eliminate costly mistakes, ditch manual reconciliations and close faster. Want to know how they do it? Download our Quick Start Guide to a Crystal Clear Close!
Norman Marks
OCTOBER 24, 2022
I recently spoke at a conference organized by Corporate World Intelligence. I was honored to be the opening speaker of the conference, talking about “Selecting the Technology for Internal Audit in 2022 and Beyond”. My theme was that before you dive in and spend internal audit’s limited budget on some of the fancy technology advocated […].
Wealth Management
OCTOBER 24, 2022
“It’s not going to get solved in the next few weeks -- it will probably take some several months and there is no hard deadline on this,” Executive Director Gene Seroka, whose port is the nation’s busiest, said in an interview at Bloomberg’s New York headquarters Monday.
XY Planning Network
OCTOBER 24, 2022
6 MIN READ. Hint: Think Community. It’s been two weeks since the 8th annual XYPN LIVE in mile-high Denver, CO. Nearly 850 fee-for-service advisors, XYPN members, keynote speakers, exhibitors, and team members from all over the country came together to re:imagine, re:define, and re:invent the conference experience. After two years of pandemic living, our goal was to help attendees re:connect and take financial advising to the next level.
Calculated Risk
OCTOBER 24, 2022
From Matthew Graham at Mortgage News Daily: A Rare Winning Streak For Rates, But Don't Get Excited Now here's a rare thing! Mortgage rates managed to move lower, on average, for the 2nd consecutive business day on Monday. That hasn't happened for roughly 3 weeks, and you'd need to go back another 3 weeks to see the previous example. [ 30 year fixed 7.29% ] emphasis added Tuesday: • At 9:00 AM ET, S&P/Case-Shiller House Price Index for August.
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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.
Nationwide Financial
OCTOBER 24, 2022
Thoughts. Equity markets posted their best week since June, as better-than-expected earnings results and hopes for a Fed pause drove the gain. Despite historic levels of investor pessimism, the S&P 500® Index has shown 2% gains in six sessions in the past month in an effort to bounce. This is similar to the market behavior near the bottoms in 2002, 2009, 2011, and 2020, reflecting the willingness of institutional investors to dip their toe back in the water.
Validea
OCTOBER 24, 2022
The current decade will be focused on debt dynamics around the globe, fiscal deficits, and creating monetary policy that will give people confidence in the long-term, Paul Tudor Jones of Tudor Investments told CNBC in a recent interview. There’s been so much experimentation in monetary policy over the last 12 years, suppressing yields, and this decade will see a reversal of that, which we’re already seeing from the Fed.
Wealth Management
OCTOBER 24, 2022
The president and CEO of The Williams Group details the firm's coaching approach to family dynamics with ultra-high-net-worth clients.
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