Abnormal Returns
JULY 31, 2024
Bonds Bonds are doing okay in 2024, except for duration. (capitalspectator.com) Bonds drive markets. (allstarcharts.com) The case for central clearing of U.S. government bonds. (ft.com) Finance SPAC IPOs are back from the dead. (sherwood.news) PE fundraising is down in 2024. (institutionalinvestor.com) Companies Microsoft ($MSFT) capex spending has surged.
Nerd's Eye View
JULY 31, 2024
For SEC-registered financial advisors, the prospect of an upcoming examination by the SEC can be a source of high anxiety. This is especially the case with newly registered advisors or formerly state-registered advisors who recently became SEC-registered since they may be uncertain about how the examination process will work, what elements of the firm the SEC will dig into, or what information the advisor will need to provide to the examiners.
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Calculated Risk
JULY 31, 2024
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 3.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending July 26, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 3.9 percent on a seasonally adjusted basis from one week earlier.
Nerd's Eye View
JULY 31, 2024
For SEC-registered financial advisors, the prospect of an upcoming examination by the SEC can be a source of high anxiety. This is especially the case with newly registered advisors or formerly state-registered advisors who recently became SEC-registered since they may be uncertain about how the examination process will work, what elements of the firm the SEC will dig into, or what information the advisor will need to provide to the examiners.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
Wealth Management
JULY 31, 2024
The $170 million Englert Financial was formerly with Avantax before Cetera purchased the firm, while the $250 million Rizza Financial Engines was previously affiliated with Osaic.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JULY 31, 2024
Open, honest and candid discussion about the courts halting the DOL fiduciary rule, the growing need for advice at work, the fallout of Chevron on the ESG rule and more.
MainStreet Financial Planning
JULY 31, 2024
It’s back-to-school month for our household, and my 14-year-old is off to high school. Where has the time gone? As a financial planner, I often question if I am doing enough to equip my daughter with the financial life-skills she needs to become a strong, independent, and savvy woman. Financial education has always been a cornerstone of my career.
Wealth Management
JULY 31, 2024
The firm's K-Series now takes in $900 million monthly, while its collaboration with Capital Group is on track to roll out its first funds next year.
A Wealth of Common Sense
JULY 31, 2024
Today’s Animal Spirits is brought to you by YCharts and CME Group: See here for the YCharts Advisor Pulse newsletter! See here for more information on CME Group’s valuable educational materials and trading tools and learn more about what adding futures can do for you. On today’s show, we discuss: The Lion in Winter via Michael Cembalest How to Increase the Odds of Owning the Few Stocks that Drive R.
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.
Wealth Management
JULY 31, 2024
Rodgers & Associates Wealth Advisers, a Lancaster, Pa.-based registered investment advisor with over $1.35 billion in client assets and 25 employees.
Calculated Risk
JULY 31, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 230 thousand initial claims, down from 235 thousand last week. • At 10:00 AM, ISM Manufacturing Index for July. The consensus is for the ISM to be at 49.0, up from 48.5 in June. • At 10:00 AM, Construction Spending for June.
Wealth Management
JULY 31, 2024
Sentinel Advisory Group, run by co-founders Brent Cashore, Peter Shulla, Nathan Keeling and Cary Grunder, manages about $300 million in client assets.
Calculated Risk
JULY 31, 2024
From the NAR: Pending Home Sales Rose 4.8% in June Pending home sales in June ascended 4.8% , according to the National Association of REALTORS®. All four U.S. regions posted monthly gains in transactions. Year-over-year, the Northeast, Midwest and South registered declines, while the West increased. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – grew to 74.3 in June.
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
Wealth Management
JULY 31, 2024
Nouriel Roubini, who runs Roubini Macro Associates, is the latest in a long list of prominent economists and investors to attach their names to ETFs.
Calculated Risk
JULY 31, 2024
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased Slightly in June; Up 5.1% Year-over-year A brief excerpt: Freddie Mac reported that its “National” Home Price Index (FMHPI) increased 0.06% month-over-month on a seasonally adjusted (SA) basis in June. On a year-over-year basis, the National FMHPI was up 5.1% in June, down from up 5.7% YoY in May.
Wealth Management
JULY 31, 2024
The real-life succession story playing out among the Murdoch family.
Calculated Risk
JULY 31, 2024
From ADP: ADP National Employment Report: Private Sector Employment Increased by 122,000 Jobs in July; Annual Pay was Up 4.8% Private sector employment increased by 122,000 jobs in July and annual pay was up 4.8 percent year-over-year, according to the July ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
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
Wealth Management
JULY 31, 2024
Advisor Lock Bingham has created Bingham Private Wealth, an RIA in San Francisco.
Advisor Perspectives
JULY 31, 2024
When dealing with millennials and often with more seasoned investors, it’s important to understand their barriers to acceptance of a boring approach to investing.
Wealth Management
JULY 31, 2024
Getting clients financially and psychologically ready to exit.
Random Roger's Retirement Planning
JULY 31, 2024
Nouriel Roubini is jumping into the ETF industry with what will be the Atlas America ETF. It looks like it will be a multi-asset strategy to generate stable returns with low volatility and low correlation with downside protection thrown in there too. Roubini is great at laying out the prevailing bear case but if the next cataclysmic event doesn't come for years, the odds are pretty good that his fund will languish.
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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.
Wealth Management
JULY 31, 2024
How politics is shaping the future of corporate inclusion.
Advisor Perspectives
JULY 31, 2024
Valid until the market close on August 31, 2024 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
Validea
JULY 31, 2024
After lagging the S&P 500 for much of 2024, the Russell 2000 small cap index has staged an impressive rally in recent weeks. As smaller companies catch up to their large cap counterparts, investors may be wondering which Russell 2000 stocks look most attractive. Using Validea’s guru-inspired stock rating models, we’ve identified 5 top-rated small caps that are scoring well across multiple investing strategies.
Advisor Perspectives
JULY 31, 2024
Third party custodians provide a critical back-office function for RIAs – and beyond the important job of safeguarding client assets, they have more sway over operations than one might initially expect.
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!
Validea
JULY 31, 2024
The Twin Momentum strategy looks at combining traditional price momentum with improving fundamentals to generate market outperformance. The strategy uses seven fundamental variables (earnings, return on equity, return on assets, accrual operating profitability to equity, cash operating profitability to assets, gross profit to assets and net payout ratio) that are combined into a single fundamental momentum measure.
Advisor Perspectives
JULY 31, 2024
Consumer attitudes are measured by two monthly surveys: the University of Michigan’s Consumer Sentiment Index (MCSI) and the Conference Board’s Consumer Confidence Index (CCI). In July, the MCSI fell to its lowest level in eight months to 66.4. Meanwhile, the CCI ticked up to 100.3.
SEI
JULY 31, 2024
SEI Sphere Recognized for Advancements in Network Security, Threat Intelligence, and Managed Security Services Capabilities
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