Abnormal Returns
AUGUST 29, 2023
Strategy How (and where) to hold cash in your portfolio. (morningstar.com) For alternatives, Is illiquidity a feature or a bug? (savantwealth.com) Don't underestimate how weird the world can be. (mr-stingy.com) Crypto Grayscale won a victory against the SEC raising the prospects of a spot Bitcoin ETF. (blockworks.co) The entire crypto space jumped on the news.
The Reformed Broker
AUGUST 29, 2023
U.S. appeals court rules in favor of Grayscale over bitcoin ETF dispute with the SEC from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Abnormal Returns
AUGUST 29, 2023
Research 15 lessons learned from the quantitative investment research business. (blog.thinknewfound.com) Should market valuations revert over time? Not necessarily. (thediff.co) Is illiquidity a feature or a bug? (savantwealth.com) How the 52-week high affects stock prices. (papers.ssrn.com) Historical returns are not set in stone. There are likely errors.
The Reformed Broker
AUGUST 29, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Goldman/Grayscale – They found a buyer. Sounds like it took a week of discussions. ►Earnings Revisions – “Stock prices correcting as earning estimates continue to rise” ►Value Stocks – N.
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.
The Big Picture
AUGUST 29, 2023
My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. ( Businessweek ) but see With cash earning 5%, why risk money on the stock market? Savings rates have rocketed and UK savers can earn over 5% on deposits.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
AUGUST 29, 2023
With some publicly-traded REITs beginning to pick up assets from the private markets it may be an indication that they are entering a phase when they tend to deliver the highest returns.
Advisor Perspectives
AUGUST 29, 2023
The latest job openings and labor turnover summary (JOLTS) report showed that job openings dropped to their lowest level in over two years. Vacancies fell to 8.827 million in July, lower than the expected 9.465 million vacancies.
Wealth Management
AUGUST 29, 2023
Newmark found that commercial real estate lending fell by 52% year-over-year in the second quarter of 2023. Private equity player KSL Capital Partners struck a deal to acquire Hersha Hospitality Trust in an all-cash deal valued at $1.4 billion, reported GlobeSt.com. These are among today’s must reads from around the commercial real estate industry.
A Wealth of Common Sense
AUGUST 29, 2023
There’s a great scene in Midnight in Paris about nostalgia that I think about a lot: Some people always think the past is better than the present because of this golden age line of thinking. I always see memes like this going around Twitter: Life would be better is this was true. Unfortunately, it’s not (see here and here). Another social media trope these days is showing a picture of an old castle or church.
Advertisement
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
AUGUST 29, 2023
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Unchanged year-over-year in June Excerpt: The recent increase in mortgage rates to over 7% will not impact the Case-Shiller index until reports are released in the Fall. Here is a comparison of year-over-year change in median house prices from the NAR and the year-over-year change in the Case-Shiller index.
The Irrelevant Investor
AUGUST 29, 2023
Today’s Animal Spirits is brought to you by Advisor Shares: See here for more information on Advisor Shares Dorsey Wright Short ETF On today’s show, we discuss: Powells Jackson Hole Speech: Bad news for 60/40 investors Dollar-cost averaging in a bear market My husband just retired. I’m scared to death of running out of money. The exact age when you make your best financial decisions Zillow home loans offers a.
Advisor Perspectives
AUGUST 29, 2023
Dropping a 100-page financial plan in favor of a simplified one-page plan delivers massive value to clients and wins over prospects.
Wealth Management
AUGUST 29, 2023
The proposals aim to align tax reporting on digital assets with that of other financial assets.
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.
Advisor Perspectives
AUGUST 29, 2023
Why is it so hard to gain the confidence with my existing clients that I have with prospects and raise their fees?
Wealth Management
AUGUST 29, 2023
The ruling marks a major legal win for the crypto industry and sent the price of Bitcoin surging by as much as 7%.
Advisor Perspectives
AUGUST 29, 2023
If humanity survives for thousands more years, our primary energy source could very likely be nuclear fusion. It’s clean, the fuel is inexhaustible and cheap, and there’s no risk of a meltdown.
Wealth Management
AUGUST 29, 2023
A look at seven of the most notable private equity deals in the RIA space.
Advertisement
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.
Advisor Perspectives
AUGUST 29, 2023
In a potentially positive trend for investors, the number of companies incorporating ESG metrics in their executive compensation plans has been growing.
Wealth Management
AUGUST 29, 2023
How to address some of the frictional forces found in a typical retirement investment portfolio.
Million Dollar Round Table (MDRT)
AUGUST 29, 2023
By Sandy Schussel The fastest way to grow your financial planning or insurance business is to get clear about what you want and how you want to get there. Here are the questions you should be asking yourself: Who do you want to serve? Telling the world that you work with everyone and do everything for them is the surest way to stunt your professional growth.
Calculated Risk
AUGUST 29, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:15 AM, The ADP Employment Report for August. This report is for private payrolls only (no government). • At 8:30 AM, Gross Domestic Product, 2nd quarter 2023 (second estimate).
Advertisement
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!
Trade Brains
AUGUST 29, 2023
Best Savings Bank Account in India : While there are different types of avenues where people invest their money, there is one financial instrument in which individuals will allocate some portion of their money. This financial instrument is none other than a savings account. Everyone allocates some portion of their capital in a savings account as they are one of the most safest and liquid forms of instruments available in the market.
Calculated Risk
AUGUST 29, 2023
Two key points: 1) There is a clear seasonal pattern for house prices. 2) The surge in distressed sales during the housing bust distorted the seasonal pattern. This was because distressed sales (at lower price points) happened at a steady rate all year, while regular sales followed the normal seasonal pattern. This made for larger swings in the seasonal factor during the housing bust.
Steve Sanduski
AUGUST 29, 2023
Guest: Matthew R. Crow , CFA, ASA, the CEO of Mercer Capital and leader of the Investment Management Industry team. In a Nutshell: M&A has been one of the biggest stories in the RIA space for the last 15 years. But that span coincided with an unprecedented combination of low interest rates, a roaring market, the first wave of retiring baby boomer CEOs, and the AUM model boosting profits and valuations.
Advisor Perspectives
AUGUST 29, 2023
Charles Schwab’s Tom Generazio goes in-depth on best ETF trading practices. Armada ETFs’ Phil Bak spotlights the Private Real Estate Strategy via Liquid REITs ETF (PRVT). VettaFi’s Todd Rosenbluth discusses bitcoin ETFs, F/m Investments' mutual fund share class filing, Cramer ETFs, physical gold ETFs, and more.
Advertisement
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.
Discipline Funds
AUGUST 29, 2023
A consistent debate in economic circles in recent years has waged around the “tightness” in the labor market. That is, if labor has too much negotiating power they can dictate prices and that might put upward pressure on inflation. Measuring labor market tightness isn’t an exact science, however and there are many ways to gauge the tightness.
Calculated Risk
AUGUST 29, 2023
S&P/Case-Shiller released the monthly Home Price Indices for June ("June" is a 3-month average of April, May and June closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Positive Momentum Continues in June The S&P CoreLogic Case-Shiller U.S.
Advisor Perspectives
AUGUST 29, 2023
The Federal Housing Finance Agency (FHFA) house price index (HPI) continued its climb in June, coming in at 405.8. U.S. house prices increased by 0.3% from the previous month and by 3.1% from one year ago. After adjusting for inflation, the real index is up 0.3% month-over-month and up 2.3% year-over-year.
Expert insights. Personalized for you.
226 
Let's personalize your content