Abnormal Returns
OCTOBER 6, 2024
Top clicks this week The U.S. is in the midst of an 'epic bull market.' (awealthofcommonsense.com) Don't ever hand your phone over to the police. (theverge.com) The time to prepare for a bear market is before it is on the horizon. (optimisticallie.com) Are small cap stocks declining in quality? (advisorperspectives.com) Earnings are the most important driver of stock prices.
A Wealth of Common Sense
OCTOBER 6, 2024
The world has never been better but it feels like things are getting worse. We see so much more bad stuff than previous generations because of our access to a limitless amount of information. Don’t get me wrong — we have a lot of problems and always will. But things are much better than the headlines would have you believe.
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Abnormal Returns
OCTOBER 6, 2024
Strategy If diversification is good, why not diversify globally? (humbledollar.com) Don't make your investing more complicated than it needs to be. (flyoverstocks.com) Investing doesn't need to be flashy to succeed. (jridley.substack.com) Buffered ETFs Buffered ETFs are popular, but they are complicated and come with real tradeoffs. (wsj.com) The pros and cons of buffered ETFs.
Million Dollar Round Table (MDRT)
OCTOBER 6, 2024
By Antoinette Tuscano, MDRT senior content specialist Putting clients first and being knowledgeable is a given for MDRT members. Yet, it can take more than that for financial advisors to achieve their loftiest goals. It’s often about a set of beliefs and consistent action powered by processes that gives goals momentum. In these MDRT meeting presentations popular on YouTube, watch what made a difference for MDRT members from around the world and start reaching your highest goals.
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.
Abnormal Returns
OCTOBER 6, 2024
Top clicks this week The U.S. is in the midst of an 'epic bull market.' (awealthofcommonsense.com) Don't ever hand your phone over to the police. (theverge.com) The time to prepare for a bear market is before it is on the horizon. (optimisticallie.com) Are small cap stocks declining in quality? (advisorperspectives.com) Earnings are the most important driver of stock prices.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
OCTOBER 6, 2024
Weekend: • Schedule for Week of October 6, 2024 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are mostly unchanged (fair value). Oil prices were up over the last week with WTI futures at $73.98 per barrel and Brent at $77.59 per barrel. A year ago, WTI was at $83, and Brent was at $88 - so WTI oil prices are down about 10% year-over-year.
Trade Brains
OCTOBER 6, 2024
In India, vehicles are essential for daily life. Tractors help farmers transport their goods to markets, while cars allow families to travel easily. Together, they connect rural and urban areas, supporting both agriculture and city living. Tata Motors and Mahindra & Mahindra stand at the forefront of this automotive evolution. Their rivalry reflects broader trends in innovation and consumer preference.
Calculated Risk
OCTOBER 6, 2024
Note: I covered apartments and offices in the newsletter: Moody's: Apartment Vacancy Rate Unchanged in Q3; Office Vacancy Rate at Record High From Moody’s Analytics economists: Multifamily Performance Steadied, Office Stress Continued to Manifest, Retail Vacancy Declined, And Industrial Cooled Down The Q3 2024 data indicated a slight decrease in the longstanding 10.4% vacancy rate for the retail sector, dropping to 10.3% this quarter.
Random Roger's Retirement Planning
OCTOBER 6, 2024
A few days ago we looked at the Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) as being a very big fund that most people probably haven't heard of. The iShares Core Dividend ETF (DIVB) is another $500 million fund that I doubt too many people have heard of. It was mentioned in Barron's. Despite the name it is more than just dividends, it is share buybacks combined with dividends.
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.
Advisor Perspectives
OCTOBER 6, 2024
Mohamed El-Erian says the Federal Reserve needs to renew its focus on its fight against rising prices after September’s surprisingly hot jobs report served as a reminder that “inflation is not dead.
The Big Picture
OCTOBER 6, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Fox News: The Engine of Disinformation That Shaped and Shattered America : From the moment it launched, Fox News wasn’t interested in being a conservative counterweight to the so-called liberal media. It set out to create an alternate universe where facts were malleable, and the truth was whatever kept its audience hooked.
Advisor Perspectives
OCTOBER 6, 2024
OpenAI has tapped global banks for a $4 billion revolving line of credit on top of its recent $6.6 billion fundraising, building a massive war chest to stay ahead in the costly race to develop more sophisticated artificial intelligence.
The Big Picture
OCTOBER 6, 2024
One source of annoyance over the past year has been the blind media parroting of national and local polling. These are presented without context, framing, and, most importantly, an acknowledgment of the past track record—just blind repetition of useless “data.” By failing to mention pollsters’ track records, the media presents a wildly distorted view of future election results.
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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.
Advisor Perspectives
OCTOBER 6, 2024
Traders slashed their bets on the pace of future Federal Reserve interest-rate cuts after September US employment data blew past estimates and signaled a robust hiring trend.
Advisor Perspectives
OCTOBER 6, 2024
For registered investment advisors and others who provide financial advice, autumn is the start of a season loaded with opportunity.
Advisor Perspectives
OCTOBER 6, 2024
If the risk of stepping too far out into the yield curve is too much to bear, consider using intermediate bond options.
Advisor Perspectives
OCTOBER 6, 2024
Flashing green light – crowd will determine path forward.
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
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