Sat.Nov 02, 2024 - Fri.Nov 08, 2024

article thumbnail

Adviser links: rolling in rollovers

Abnormal Returns

Podcasts Meb Faber and Wes Gray talk about how ETFs unlock tax efficiency and the launch of the Cambria Tax Aware ETF ($TAX). (podcasts.apple.com) Ben Carlson and Michael Batnick talk with Nate Conrad of Stone Ridge about how LifeX ETFs operate. (awealthofcommonsense.com) Bogumil Baranowski talks the digitization of wealth management with Julia Carreon.

article thumbnail

10 Monday AM Reads

The Big Picture

My back-to-work morning train WFH reads: • Meet the ‘super users’ who tap AI to get ahead at work : Workers say using AI tools like ChatGPT every day supercharges their efforts and saves them time on the job. ( Washington Post ) • Defining Bull and Bear Markets : There are some loosely accepted definitions but you have secular bull and bear markets as well as cyclical bull and bear markets.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Holistiplan Launches Estate Plan Document Extraction Tool (And More Of The Latest In Financial #AdvisorTech – November 2024)

Nerd's Eye View

Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technol

article thumbnail

1999 vs. 2024

A Wealth of Common Sense

It’s been a good year in the stock market. Through the close on Friday, the U.S. stock market is up 20% in 2024. The Russell 3000 Index is a good approximation of the total U.S. stock market. The index now has a little less than 2,700 stocks. Out of 2,670 stocks, 101 are up 100% or more this year (3.8% of the total). Thirteen stocks are up 300% or more, five are up 500% or greater and there is one stock in the one c.

Marketing 133
article thumbnail

Confronting the Change Challenge

Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.

article thumbnail

Research links: a whole lot of factors

Abnormal Returns

ETFs Passive investing continues to take share. Where is the evidence that it is fundamentally changing the stock market? (on.ft.com) 'Peak ETF' is nowhere on the horizon, especially overseas. (klementoninvesting.substack.com) Portfolio construction How portfolio diversification works. (caia.org) How to use trading volume to optimize portfolio construction.

130
130

More Trending

article thumbnail

#FASuccess Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over ‘Just’ Meetings, With Emily Biehler

Nerd's Eye View

Welcome everyone! Welcome to the 410th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Emily Biehler. Emily is the co-founder of TrailWise Financial Partners, an RIA based in Golden, Colorado, that oversees approximately $80 million in assets under management for 200 client households. What's unique about Emily, though, is how her firm ensures every client can be served profitably through a combination of a complexity-based minimum fee arrangement, coupled with

article thumbnail

SEC: Firm Used Athlete Endorsements Without Disclosing Payment

Wealth Management

The commission settled charges that Wahed Invest violated the ad rule when including a pro soccer player and MMA athletes in marketing without clarifying that they weren’t clients and were compensated.

article thumbnail

ICE Mortgage Monitor: "Annual home price growth cooled for the seventh consecutive month"

Calculated Risk

Today, in the Real Estate Newsletter: ICE Mortgage Monitor: "Annual home price growth cooled for the seventh consecutive month" Brief excerpt: One of the key metrics to watch for mortgage stress is early-stage delinquencies. These are borrowers that are delinquent within 6 months of origination. This was one of the obvious warning signs during the housing bubble.

97
article thumbnail

Stocks with Net profit margins of more than 20% to keep an eye on

Trade Brains

The Indian stock market features a diverse array of companies, each excelling in different sectors. Investors often analyze key financial metrics, including profit margins, to gauge a company’s performance and operational efficiency. Here, we explore several noteworthy stocks, detailing their business activities along with their current market prices and profit margins.

article thumbnail

Pricing for Profit: How to Set, Negotiate, and Succeed

Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

article thumbnail

Market Commentary: Seasonal Tailwinds Ahead, but First an Election

Carson Wealth

Get Ready for the Election Did you hear there’s an election tomorrow? Yes, we are finally there. As we discussed in detail last week, while of course the election matters, historically who is in the White House hasn’t mattered as much to investors as you might think. If the economy remains strong (as we expect), that would matter much more than just about anything else.

article thumbnail

New RIA Acquirer Comes to Market With First Deal

Wealth Management

Aspen Standard Wealth has taken a majority stake in Summitry, a $2.8 billion RIA, as it aims to hold wealth management firms permanently and solve some of their pain points.

article thumbnail

Schedule for Week of November 3, 2024

Calculated Risk

The FOMC meets this week and is expected to cut rates. -- Monday, November 4th -- No major economic releases scheduled. -- Tuesday, November 5th -- All day: U.S. Election 8:30 AM: Trade Balance report for September from the Census Bureau. The consensus is for the deficit to be $73.5 billion in September, from $70.4 billion in August. This graph shows the U.S. trade deficit, with and without petroleum, through the most recent report.

Economics 107
article thumbnail

Largecap stocks in which FIIs have decreased thier stake in Sep Qtr

Trade Brains

Foreign investors are rapidly exiting Indian markets due to three primary factors. First, China’s recent monetary and fiscal stimulus measures have made their market more attractive to investors. Second, Indian stocks’ high valuations compared to other emerging markets have prompted profit-taking. Finally, escalating geopolitical tensions in the Middle East have pushed investors toward safer havens.

article thumbnail

2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

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.

article thumbnail

Learn, connect and evolve: The power of MDRT book clubs

Million Dollar Round Table (MDRT)

By Irene Stolte, ChFC, CLTC If you’d like to discover new ideas and build connections, MDRT book clubs offer both. You will meet other MDRT members as you discuss takeaways from favorite business books, including how what you read changed your view of your life, personally and professionally. Here is a list of my favorite books read by MDRT book clubs: “The Go-Giver: A Little Story About a Powerful Business Idea” by Bob Burg and John David Mann This business parable is about a go-getter named Jo

article thumbnail

The Differences Between an HSA and an FSA

Financial Symmetry

What is the difference between an HSA and an FSA? Both the health savings account (HSA) and the healthcare flexible spending arrangement (FSA) are account types that help lower your taxes and help you save for healthcare expenses. You may … Continued The post The Differences Between an HSA and an FSA appeared first on Financial Symmetry, Inc.

article thumbnail

5 Steps For Taking Control Over Your Compliance Tasks

XY Planning Network

Staying on top of your compliance tasks and responsibilities as an RIA can often seem overwhelming – especially for those whose compliance accountabilities are only part of their role. This business area may often seem the least exciting and have the least amount of management training or experience. At XYPN, we support many advisers in putting efficient and effective compliance policies and procedures into place and refining various aspects of their compliance program to know what to do when th

article thumbnail

FOMC Preview: Fed to Cut Rates 25bp

Calculated Risk

Most analysts expect the FOMC will cut the federal funds rate at the meeting this week by 25bp lowering the target range to 4 1/2 to 4 3/4 percent. Currently almost all market participants are expecting a 25bp cut this week. Market participants are also pricing in another 25bp cut in December. From BofA: We expect the Fed to cut rates by 25bp in November.

Banking 68
article thumbnail

Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

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.

article thumbnail

NBFC stocks with high NIIs and low NPAs to keep on your radar

Trade Brains

The Indian non-banking financial sector demonstrates remarkable resilience through strong net interest margins and effective asset quality management. These companies deliver exceptional financial performance while maintaining robust credit portfolios. Their success stems from strategic market positioning and efficient operational models. Furthermore, the sector’s ability to adapt to changing market conditions strengthens its competitive position in the financial landscape. 1.

article thumbnail

Talk Your Book: Longevity Income

A Wealth of Common Sense

Today’s Talk Your Book is sponsored by LifeX: See here for more information on the LifeX Longevity Income ETFs On today’s show, we discuss: How the Longevity Income ETFs work How this product fits within the income market What LifeX is investing in Aligning spending and financial plans with predictable cash flow Understanding bond ladders and why they work well within ETFs How the inflation-adjusted longevi.

article thumbnail

‘Dead Heat’ Election Has S&P 500 in Wavering Mode: Markets Wrap

Advisor Perspectives

Stocks struggled for direction, bonds rose and the dollar fell, with polls continuing to depict a tight race in the US presidential election ahead of the Federal Reserve decision.

article thumbnail

Trade Deficit Increased to $84.4 Billion in September

Calculated Risk

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 $84.4 billion in September , up $13.6 billion from $70.8 billion in August, revised. September exports were $267.9 billion, $3.2 billion less than August exports. September imports were $352.3 billion, $10.3 billion more than August imports emphasis added Click on graph for larger image.

79
article thumbnail

Navigating Financial Storms: Strategies for Building Resilient Balance Sheets

Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.

article thumbnail

SEC: Firm Used Athlete Endorsements Without Disclosing Payment

Wealth Management

The commission settled charges that Wahed Invest violated the ad rule when including a pro soccer player and MMA athletes in marketing without clarifying that they weren’t clients and were compensated.

52
article thumbnail

Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival

Validea

In this episode, we sit down for a deep dive into lessons from value investor Tobias Carlisle, exploring several key insights from our conversations with him over the years. In this Halloween-themed episode (complete with plenty of Reese’s cups), we break down Toby’s perspectives on what makes an ideal business, the critical importance of survival in investing, portfolio concentration vs diversification, and whether today’s tech giants can maintain their dominance.

article thumbnail

Weekly Market Insights | November 4th, 2024

Cornerstone Financial Advisory

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. The Standard & Poor’s 500 Index fell 1.36 percent, while the Nasdaq Composite Index declined 1.50 percent. The Dow Jones Industrial Average edged down 0.15 percent.

article thumbnail

Tuesday: U.S. Election, Trade Deficit, ISM Services

Calculated Risk

From Matthew Graham at Mortgage News Daily: Mortgage Rates Start Week Slightly Lower as Election Volatility Works Both Ways Love it or hate it, election-related volatility has been having a big impact on the bond market and, thus, mortgage rates. Mortgage rates didn't react in an extreme fashion, but the average lender moved back down toward 7% for a top tier conventional 30yr fixed scenario.

article thumbnail

How to Navigate Revenue and Expense Management: Competitive Insights for Financial Success

Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global

In the fast-paced world of corporate finance, staying ahead of the curve is crucial for sustainable growth and profitability. This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. Whether you're aiming to refine your financial strategies or seeking innovative solutions to drive performance, this new session is for you!

article thumbnail

2024 Year-End Financial Checklist

Walkner Condon Financial Advisors

As 2024 comes to a close, it’s time to work through your 2024 year end financial checklist. It can help you proactively maximize tax efficiency, protect assets and set up for a successful 2025.

Taxes 52
article thumbnail

Bond Traders Greet a Momentous Week With Their Wagers Reeled In

Advisor Perspectives

After driving Treasury yields higher for weeks, traders are taking chips off the table before the US election, reluctant to take bold bond bets with the presidential race too close to call.

52
article thumbnail

Accessing Private Markets: What Does It Cost?

Alpha Architect

By quantifying how non-performance-based fees dominate the cost structure, this research questions whether current fee models effectively align with investor interests, which could influence future fee arrangements and industry standards. Accessing Private Markets: What Does It Cost? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.