Abnormal Returns
MARCH 26, 2024
Markets The equity risk premium is skimpy at the moment. (capitalspectator.com) Higher for longer is helping to push Treasury yields higher. (wsj.com) Books Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. (klementoninvesting.substack.com) What you can learn from Carrie Sun's new book “Private Equity: A Memoir.
Nerd's Eye View
MARCH 26, 2024
Welcome back to the 378th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Michael Collins. Michael is the CEO & Founder of WinCap Financial, an RIA based in Boston, Massachusetts, that oversees $80M in assets under management for 70 client households. What's unique about Michael, though, is that since 2021 he has been able to grow WinCap Financial at a rate of more than $10M of AUM per year through consistently reaching out to leads purchased through SmartAs
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Abnormal Returns
MARCH 26, 2024
ETFs How the existence of sector ETFs affects analyst estimates. (papers.ssrn.com) How mutual funds and ETFs can exist side-by-side. (papers.ssrn.com) Macro Hedging inflation risk is harder than it looks. (insights.finominal.com) How do macro factors affect trend following returns? (mrzepczynski.blogspot.com) Quant stuff It's not difficult to calculate downside beta.
Calculated Risk
MARCH 26, 2024
S&P/Case-Shiller released the monthly Home Price Indices for January ("January" is a 3-month average of November, December and January 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 Continues to Trend Upward in January 2024 The S&P CoreLogic Case-Shiller U.S.
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.
Carson Wealth
MARCH 26, 2024
By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell companies can create excellent cover for those involved in fraudulent activities.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
MARCH 26, 2024
The Conference Board's Consumer Confidence Index® inched down in March. The index fell to 104.7 this month from February's downwardly revised 104.8. This month's reading was lower than expected, falling short of the 106.9 forecast.
Wealth Management
MARCH 26, 2024
Non-traded alternative funds have raised nearly $17 billion so far in 2024, according to the latest data from Robert A. Stanger. Some hedge fund managers are looking to launch ETFs amid a boom in actively-managed funds, reports ETF Stream. These are among the investment must reads we found this week for financial advisors.
Advisor Perspectives
MARCH 26, 2024
One big reason the global financial system nearly collapsed in 2008 was that banks had shifted risks into the shadows, relying on insurance-like instruments that proved incapable of absorbing losses.
Calculated Risk
MARCH 26, 2024
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 6.0% year-over-year in January; FHFA: House Prices Declined Slightly in January, up 6.3% YoY Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for January ("January" is a 3-month average of November, December and January closing prices).
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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.
Wealth Management
MARCH 26, 2024
Lynette Ancona will be part of Raymond James’ employee advisor channel. Previously, she was a branch-based advisor with Charles Schwab.
Calculated Risk
MARCH 26, 2024
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.
Wealth Management
MARCH 26, 2024
RIA executive Mike Capelle shares his vision for Modern Wealth Management to become a nationwide, “holistic” wealth management firm for the mass affluent.
Calculated Risk
MARCH 26, 2024
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.
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.
Wealth Management
MARCH 26, 2024
Stifel Financial will pay more than $2.2 million to settle FINRA charges it poorly supervised non-traditional ETP recommendations.
Advisor Perspectives
MARCH 26, 2024
Effective marketing requires intention and a gut check. You need to honestly assess where your business is today before investing your time and efforts to get where you want to go.
Wealth Management
MARCH 26, 2024
The survey found RIAs that work with wealth management platforms—like Dynasty's—grow significantly faster and have higher valuations than standalone firms.
Discipline Funds
MARCH 26, 2024
I wrote a fun new paper about the top 10 thing s in finance and economics that are my pet peeves. The article was inspired by the wonderful Cliff Asness paper from 2014 in which he debunks many common finance myths. Many of the things that annoy Cliff also annoy me, but I tend to get more annoyed by bad economic narratives. So, while this paper will never match up to the brilliant thinking of someone like Cliff I hope it’s a useful and different angle on some bad narratives that I wish wou
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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.
Wealth Management
MARCH 26, 2024
Funds focused on clean energy and cannabis performed the worst over the last three years.
The Irrelevant Investor
MARCH 26, 2024
Today’s Animal Spirits is brought to you by TBIL and the US Benchmark Series: See here for more information on investing in TBIL and the US Benchmark Series See here to register for The Compound Insider On today’s show, we discuss: Why the roaring twenties left many Americans poorer Lots more on the big can kick in commercial real estate The $27T Treasury market is only getting bigger Hey ChatGPT, why isn̵.
Wealth Management
MARCH 26, 2024
Wright Ford Young & Co. launched its new division on the Integrated Partners platform.
Advisor Perspectives
MARCH 26, 2024
The Federal Housing Finance Agency (FHFA) house price index (HPI) fell to 417.5 in January, its first decline since August 2022. U.S. house prices decreased by 0.1% from the previous month and are up 6.4% from one year ago. After adjusting for inflation, the real index was down 0.2% month-over-month and up 4.7% year-over-year.
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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!
Million Dollar Round Table (MDRT)
MARCH 26, 2024
By Liz DeCarlo, MDRT Content Manager The “me” generation, self-absorbed, high-maintenance. These stereotypes are often used to describe millennials, said Aaron L. Hammer, LUTCF , in his presentation at the 2017 Annual Meeting. But there are also other words that apply to them: independent, positive, multi-taskers, tech-savvy, hungry for information, optimistic.
Advisor Perspectives
MARCH 26, 2024
Gas prices increased for a fourth straight week, jumping to their highest level since October. As of March 25th, the prices of regular and premium gas each increased 7 cents from the previous week. The WTIC end-of-day spot price for crude oil closed at $81.95, down 0.3% from last week.
Wealth Management
MARCH 26, 2024
It could lead to lower equity returns for Investors.
Advisor Perspectives
MARCH 26, 2024
New orders for manufactured durable goods rose in February, coming in at $277.93B. This is a 1.4% increase from the previous month and more than the expected 1.2% growth. The series is up 2.6% year-over-year (YoY). If we exclude transportation, "core" durable goods were up 0.5% from the previous month and up 1.3% from one year ago.
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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.
Financial Symmetry
MARCH 26, 2024
Retirement can hit us with numerous curveballs. One of those could happen right out of the gate–being forced with an early retirement. We all know that layoffs are part of the corporate landscape. While they are commonplace, when you are … Continued The post How to Handle a Forced Early Retirement, Ep #212 appeared first on Financial Symmetry, Inc.
Advisor Perspectives
MARCH 26, 2024
Home prices continued to trend upwards in January as the benchmark 20-city index rose for an eleventh consecutive month. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.1% increase month-over-month (MoM) and a 6.6% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -0.4% and the YoY was reduced to 0.4%.
Wealth Management
MARCH 26, 2024
Dunham Trust's Sal Capizzi details how advisors can bring value to their clients through retirement planning and understanding the different retirement strategies.
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