Abnormal Returns
JULY 15, 2024
Markets When it comes to markets, speed isn't always better. (forkingpaths.co) Europe's luxury good stocks have had a good decade. (sherwood.news) Asset management Asset managers are seeing falling profitability. (institutionalinvestor.com) Goldman Sachs' ($GS) asset and wealth management division saw a boost in revenue. (cnbc.com) Funds The outskirts of the ETF industry are growing and getting weirder.
Wealth Management
JULY 15, 2024
With the estate tax exemption sunset looming, the time to begin planning is now.
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Abnormal Returns
JULY 15, 2024
Podcasts Brendan Frazier talks with Andy Baxley about drafting a statement of financial purpose. (wiredplanning.com) Daniel Crosby talks financial adviser marketing with Phil Bray, Founder and Director of The Yardstick Agency. (standarddeviationspod.com) Elena Krasnow and Jimmy Moock talk with Michael Batnick about how Ritholtz Wealth goes about hiring and what he enjoys most about creating content.
Wealth Management
JULY 15, 2024
InterVal's Trevor Greenway explains how advisors can solve the challenge of determining the value of small- and medium-sized business when creating a financial plan for owners.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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.
A Wealth of Common Sense
JULY 15, 2024
Today’s Talk Your Book is brought to you by Standpoint Asset Management: On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss trend following and all-weather portfolios. See here for the Content Library and here for Standpoint’s monthly update. On today’s show, we discuss: Standpoints total investable universe Eric’s background prior to Standpoint As.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
JULY 15, 2024
Notwithstanding whether there was a formal agreement, the petrodollar is not going anywhere. Even if Saudi Arabia accepts rubles, yuan, pesos, or gold for its oil, it will need to convert those currencies into dollars in almost all instances.
Wealth Management
JULY 15, 2024
Summit Planning Group is the latest team to move to the independent broker/dealer in response to Osaic's acquisition of Lincoln’s $115 billion wealth business.
Meb Faber Research
JULY 15, 2024
What’s the best performing stock of all time? We’re talking about a total percentage gain of 265,528,901%. $1,000 invested in this stock would be worth over $2.5 billion today. To answer this question, we turned to Hank Bessembinder, who authored the famous academic paper “Do Stocks Outperform Treasury Bills?“ 80 stocks […] The post What is the Best Performing Stock of All Time?
Wealth Management
JULY 15, 2024
Investors added $83 billion to ETFs and $35 billion to fixed-income overall.
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.
XY Planning Network
JULY 15, 2024
Today’s financial advisor doesn’t have the time to independently vet each new technology that comes onto the scene. XYPN LIVE is the conference for fee-only financial advisors where finding your people, learning from the experts, and staying ahead of the advice tech solutions game is the agenda. Wednesday, October 16th is XYPN LIVE’s unique full-day Exhibit Hall that pulls back the curtain on what other advisors are adopting, outsourcing, and leveraging in their tech stack.
Wealth Management
JULY 15, 2024
RPAs, wealth advisors and record keepers are competing for the same assets.
Norman Marks
JULY 15, 2024
I have written a lot of blog posts and books over the years. Earlier this year, my blog passed two lifetime milestones: over a million individual readers and two million page views[1]. Join in my celebration! I don’t write to make money.
Wealth Management
JULY 15, 2024
Summit Planning Group is the latest team to move to the independent broker/dealer in response to Osaic's acquisition of Lincoln’s $115 billion wealth business.
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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.
Calculated Risk
JULY 15, 2024
Inventory growth paused this week, likely due to the July 4th holiday weekend. Altos reports that active single-family inventory was down 0.2% week-over-week. Inventory is now up 31.9% from the February seasonal bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of July 12th, inventory was at 651 thousand (7-day average), compared to 653 thousand the prior week.
Wealth Management
JULY 15, 2024
Younger investors are wrong to think all assets are interchangeable. Watches and sneakers can’t compare with a traditional 60/40 portfolio.
Financial Symmetry
JULY 15, 2024
One of the retirement questions many wrestle with is whether to take a pension or a lump sum payment. On this episode we flesh out an example from baseball: Did Bobby Bonilla Day make the right decision to take annual … Continued The post How to Decide Whether to Take a Pension or a Lump Sum, Ep #220 appeared first on Financial Symmetry, Inc.
Wealth Management
JULY 15, 2024
ETF managers remained busy in closing out the first half of 2024. Overall, asset mangers launched 50 ETFs in June.
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
Calculated Risk
JULY 15, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates' Impressive Winning Streak Faces Increasing Resistance We occasionally reference 5 day winning streaks for mortgage rates as the sort of uncommon occurrence that greatly increases the odds of at least a temporary pullback. Longer streaks do happen, but odds of a pullback increase sharply after 8 days.
Advisor Perspectives
JULY 15, 2024
Goldman Sachs Group Inc.’s trading unit powered a surge in earnings in the second quarter.
Calculated Risk
JULY 15, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-July 2024 A brief excerpt: Last week, in Part 1: Current State of the Housing Market; Overview for mid-July 2024 I reviewed home inventory, housing starts and sales. In Part 2, I will look at house prices, mortgage rates, rents and more.
Advisor Perspectives
JULY 15, 2024
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of July 5th, the index was at 18.568, down 1.062 from the previous week, with 4 of the 6 components in expansion territory.
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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.
XY Planning Network
JULY 15, 2024
Today’s financial advisor doesn’t have the time to independently vet each new technology that comes onto the scene. XYPN LIVE is the conference for fee-only financial advisors where finding your people, learning from the experts, and staying ahead of the advice tech solutions game is the agenda. Wednesday, October 16th is XYPN LIVE’s unique full-day Exhibit Hall that pulls back the curtain on what other advisors are adopting, outsourcing, and leveraging in their tech stack.
Advisor Perspectives
JULY 15, 2024
Conflicts are everywhere in financial planning. They exist in all fee models, whether they be commissions, assets under management, fixed fee, or hourly. Any time money changes hands there are conflicts of interests.
Cornerstone Financial Advisory
JULY 15, 2024
Weekly Market Insights | July 15th, 2024 Stocks Advance After New Inflation Data Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. The Standard & Poor’s 500 Index advanced 0.87 percent, while the Dow Jones Industrial Average picked up 1.59 percent. The tech-heavy Nasdaq Composite Index, which has led all year, rose 0.25 percent.
Random Roger's Retirement Planning
JULY 15, 2024
On Sunday and Monday, I went down a bit of a replication rabbit hole. Replication is pretty much what it sounds like. Usually a replication strategy will build a portfolio based on reported hedge fund holdings filed on a 13f or in the case of managed futures will sample maybe the ten biggest futures markets believing they can get 90% (or some high number) of the full effect, do it for cheaper such that the cost advantage ends up being the difference in performance.
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!
Advisor Perspectives
JULY 15, 2024
All eight indexes on our world watch list have posted gains through July 15th, 2024. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 23.09%. The U.S.'s S&P 500 finished in second with a YTD gain of 18.73% while India's BSE SENSEX finished in third with a YTD gain of 12.20%.
MainStreet Financial Planning
JULY 15, 2024
In our fast-paced world – we are increasingly conducting more and more of our lives online. From paying our credit cards, viewing investments or bank accounts, connecting with friends and family and so on. I wrote an article about this last spring with five of the best ways to protect your identity online and they are still some of the most tried and true ways to protect yourself and are worth reiterating – Freeze your credit Use a password manager Review your credit report annually Use only sec
Advisor Perspectives
JULY 15, 2024
BlackRock Inc. hauled in $51 billion of client cash to its long-term investment funds in the second quarter, pushing the world’s largest money manager to a record $10.6 trillion of assets.
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