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Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that amidst a rare change in leadership at Charles Schwab, the outgoing and incoming CEOs hinted at relatively minor changes during remarks for advisors at its annual IMPACT conference this week, including an increased focus on lending services for high-net-worth clients and a desire to expand direct access to cryptoassets.
This week, we speak with Corey Hoffstein, CEO and CIO of Newfound Research. Corey pioneered the concept of ‘return stacking’ and is one of the masterminds behind the Return Stacked ETF Suite , which manages roughly $750 million across five ETFs. Corey’s work has been published in the Journal of Indexing and the Journal of Alternative Investments.
From WardsAuto: November U.S. Light-Vehicle Sales to Improve on October’s Growth (pay content). Brief excerpt: November’s forecast SAAR of 16.2 million units is the highest since May 2021. With the month having an atypical fifth weekend, the extended timeframe means there is more upside than downside to November’s forecast – especially with retail volume already showing solid growth. emphasis added Click on graph for larger image.
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
From Goldman: We left our Q4 GDP tracking estimate unchanged at +2.4% (quarter-over-quarter annualized) but boosted our Q4 domestic final sales forecast by 0.1pp to +2.0%. Our Q3 past-quarter tracking estimate stands at +2.9% (vs. 2.8% originally reported, quarter-over-quarter annualized). [Nov 21st estimate] emphasis added And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the fourth quarter of 2024 is 2.6 percent on November 19,
Morningstar analysts attribute the outflows to high financing costs and a concern the companies included in these funds might be penalized for transitioning to new sources of energy faster than the rest of the world.
The bottom line is that returns to the low volatility anomaly have only justified investing when low-volatility stocks were in the value regime, after periods of strong market performance, and when they excluded high-volatility stocks that have low short interest (providing clues as to how to improve its performance). This may be why live funds have been generating large negative alphas once we account for common factor exposures.
The bottom line is that returns to the low volatility anomaly have only justified investing when low-volatility stocks were in the value regime, after periods of strong market performance, and when they excluded high-volatility stocks that have low short interest (providing clues as to how to improve its performance). This may be why live funds have been generating large negative alphas once we account for common factor exposures.
We’re getting a lot of questions about the Social Security Fairness Act (HR 82) which repeals the Government Pension Offset and Windfall Elimination Provision. This bill passed the house on November 12 th , just 6 days after the election by a wide margin of 327-75.
Cheryl Canzanella is the incoming president of NAIFA-Florida, boasting over 25 years of experience in the financial services industry. She holds several designations, including CLU, ChSNC, LUTCF, and CAP. With a background that spans annuities, brokerage, and a recent pivot to the mortgage sector, Cheryl brings a wealth of knowledge and a diverse perspective to her leadership role.
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
The Financial Industry Regulatory Authority must let the US Securities and Exchange Commission weigh in before it can cast out one of its members, a three-judge panel of the US Court of Appeals for the District of Columbia found.
The FT dug into the coming Bridgewater Risk Parity ETF. There was a little bit of humor and they raised good questions. It seemed like they believe there is a way to make it work while admitting that the strategy has struggled in recent years. The plainest vanilla explanation is that bonds are leveraged up so that the leveraged bond position has the same "risk," although volatility might be a better word, as the equity exposure.
This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the state of the U.S. consumer. Talking points include: Retail sales and restaurant activity remain robust, supported by strong balance sheets and low debt-to-income ratios Despite rising credit card debt and slight delinquency increases, overall consumer financial health is solid, with strong disposable income and net wealth mitigating concerns And
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Scott Dorminy , President of NAIFA-Arkansas, sat down with Arkansas Business to discuss the evolving landscape of the insurance industry and how NAIFA is working to support its members and the clients they serve. In the interview, Scott delves into key topics, including the challenges of rising premiums, the effects of severe weather events on the industry, and how companies are adapting to an ever-changing climate.
The S&P 500 finished the week ending November 22 with strong gains, up 1.68% from last Friday. The index closed 0.53% away from a record high and is now up 25.86% year-to-date.
This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the state of the U.S. consumer. Talking points include: Retail sales and restaurant activity remain robust, supported by strong balance sheets and low debt-to-income ratios Despite rising credit card debt and slight delinquency increases, overall consumer financial health is solid, with strong disposable income and net wealth mitigating concerns And
Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Consumer sentiment continued to rise, according to the final November report for the Michigan Consumer Sentiment Index. The index rose 1.3 points (1.3%) from October's final reading to 71.8. The latest reading was below the forecast of 73.0.
Listening Watching a podcast on YouTube is normal for Gen Z. (wsj.com) The top podcasts of 2024 per Apple Podcasts. (apple.com) Economy Joe Weisenthal and Tracy Alloway kick off a series looking at the economics of chicken. (podcasts.apple.com) Dror Poleg on how value is created in today's economy. (drorpoleg.com) Media business Eric Golden talks about the state of digital advertising with Eric Seufert who is the creator of Mobile Dev Memo and an investor at Heracles Capital.
FINRA has released new data for margin debt, now available through October. The latest debt level is at $815.368 billion, the highest level since February 2022. Margin debt is up 0.2% month-over-month (MoM) and up 28.4% year-over-year (YoY). However, after adjusting for inflation, debt level is up 0.2% MoM and up 25.1% YoY.
Dear Mr. Market: Normally we write you letters about the markets or the economy…but what’s all that worth if your assets are not protected or properly positioned for what you intended them to do? The following article is penned by a guest author and Long Beach estate planner, Curtis Kaiser. At the end of the article you’ll see his firm bio and a link to his company page.
Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
The new administration is talking about cutting the number of federal government employees. This raises the question of how many people are employed by the Federal government? The following data is from the BLS and does not include military personnel. The first graph shows total government employment (Federal, State and Local). Click on graph for larger image.
Today, in the CalculatedRisk Real Estate Newsletter: Preliminary 2025 Housing Forecasts Excerpt: Towards the end of each year, I collect some housing forecasts for the following year - and also provide my own outlook. Several more forecast will be available in early December. The table below shows several early forecasts for 2025: A few points from these early forecasts: 1.
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.
Fidelity Investments is expanding its reach in the competitFidelity Investments is expanding its reach in the competitive world of systematic strategies for the masses, with the launch of five new active ETFs.
Crypto Leverage and Bitcoin are a potent, and dangerous, mix. (sherwood.news) Charles Schwab ($SCHW) is open to providing customer crypto access. (thinkadvisor.com) Technology Amazon ($AMZN) is investing another $4 billion into Anthropic. (cnbc.com) Just how important is Chrome to Google ($GOOGL)? (spyglass.org) Venture capital A deep dive into the strategy of big OpenAI investor Thrive Capital.
Blackstone Inc.’s main private credit fund stormed the investment-grade bond market to raise a combined $1.5 billion in a single day, adding to the rush of direct lenders trying to lock in cheaper financing costs.
Small-cap stocks are a sector that has rallied in the weeks since the presidential election. Here is how the top 20 largest small-cap ETFs have performed in the past month.
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.
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