Abnormal Returns
NOVEMBER 26, 2024
Forecasting Why quants should forecast trading volume. (papers.ssrn.com) Can ChatGPT forecast a company's capital spending? (papers.ssrn.com) Low vol Is it possible to improve on low vol returns? (alphaarchitect.com) What happens if you leverage up a low volatility portfolio? (papers.ssrn.com) Market structure Assessing the impact of passive investing on markets.
The Big Picture
NOVEMBER 26, 2024
At the Money: Crypto Curious. November 26, 2024 Are you crypto-curious? Are you interested in owning some bitcoin, Ethereum, or other crypto-coins? How can investors get exposure to the space? Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets.
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Abnormal Returns
NOVEMBER 26, 2024
Markets This is historically a strong period for the U.S. stock market. (x.com) Ten financial reasons to be thankful this Thanksgiving including 'The US financial system has not collapsed.' (morningstar.com) Crypto Ether is (badly) lagging Bitcoin. (axios.com) There's only one reason for the government to buy Bitcoin. (prospect.org) Retail Kohl's ($KSS) continues to struggle.
Nerd's Eye View
NOVEMBER 26, 2024
Welcome everyone! Welcome to the 413th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kevin Leahy. Kevin is the CEO of Connecticut Wealth Management, an RIA based in Farmington, Connecticut, that oversees approximately $4 billion in assets under management for 1,100 client households. What's unique about Kevin, though, is how his firm has built a systematized internal advisor training program to efficiently onboard young new talent straight out of college, main
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.
Calculated Risk
NOVEMBER 26, 2024
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Decrease Sharply to 610,000 Annual Rate in October Brief excerpt: Important: Sales in October were impacted by the hurricanes. The south region was down 27.7% year-over-year (“South” includes Florida, the Carolinas and Georgia - states hit hardest by hurricanes Helene and Milton). Excluding the South, sales were up about 8% year-over-year.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
NOVEMBER 26, 2024
I’m on vacation for Thanksgiving this week. Here’s one of the most popular posts on the blog from the past year. * I entered the workforce in 2005. That means I’ve been working in the investment business for 20 years now. The longer I’m in the money management business the more there is to learn but these are some of the things I’ve learned thus far: 1.
Wealth Management
NOVEMBER 26, 2024
Jonathan Robbins will join the $8.2 billion firm as general counsel and chief compliance officer, while Michael Mignosi will become the firm’s new director of organic growth.
Financial Symmetry
NOVEMBER 26, 2024
Early retirement has unique financial planning challenges, particularly regarding health insurance and tax strategies. For people who retire before age 65, the challenge of finding affordable and adequate health insurance adds another layer of complexity to their financial plans. The … Continued The post The Early Retiree’s Guide to Health Insurance with Grayson Blazek, Ep #229 appeared first on Financial Symmetry, Inc.
Wealth Management
NOVEMBER 26, 2024
Wealthstream's Michael Goodman describes his philosophy and approach behind managing a successful wealth advisory firm and serving clients with meaningful wealth and complex financial needs.
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.
Calculated Risk
NOVEMBER 26, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for 220 thousand initial claims, up from 213 thousand last week. • Also at 8:30 AM, Gross Domestic Product (Second Estimate) and Corporate Profits (Preliminary), 3rd Quarter 2024.
Wealth Management
NOVEMBER 26, 2024
In the weeks leading up to November’s election, financial advisors were largely positive on the state of the economy and the stock market, according to the monthly Advisor Sentiment Index.
Calculated Risk
NOVEMBER 26, 2024
The ICE HPI is a repeat sales index. ICE reports the median price change of the repeat sales. From Intercontinental Exchange (ICE): • Home price growth edged slightly higher in October to +3.0% (from +2.
Wealth Management
NOVEMBER 26, 2024
The wealth channel needs a better understanding of alternative investments, and the media, asset managers and advisors themselves are all to blame.
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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
NOVEMBER 26, 2024
The Census Bureau reports New Home Sales in October were at a seasonally adjusted annual rate (SAAR) of 610 thousand. The previous three months were revised down, combined. Sales of new single-family houses in October 2024 were at a seasonally adjusted annual rate of 610,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
Wealth Management
NOVEMBER 26, 2024
Bancreek Capital Advisors' Andrew Skatoff discusses he importance of sifting through data to remove noise while uncovering meaningful trends.
Calculated Risk
NOVEMBER 26, 2024
S&P/Case-Shiller released the monthly Home Price Indices for September ("September" is a 3-month average of July, August and September closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Records 3.9% Annual Gain in September 2024 The S&P CoreLogic Case-Shiller U.S.
Wealth Management
NOVEMBER 26, 2024
No single asset can promise complete security, but gold has a proven track record of maintaining its value in times of economic turbulence.
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
NOVEMBER 26, 2024
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 3.9% year-over-year in September Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for September ("September" is a 3-month average of July, August and September closing prices). September closing prices include some contracts signed in May, so there is a significant lag to this data.
Wealth Management
NOVEMBER 26, 2024
Morningstar published its 2025 investment outlook for financial advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc. These are among the investment must reads we found this week for wealth advisors.
Random Roger's Retirement Planning
NOVEMBER 26, 2024
Quick hits galore today. Tema ETFs is throwing in on ETFs that try to find a middle ground between exchange traded products (ETP) and annuities similar to LifeX from Stone Ridge. For anyone new, I am not a fan of annuities as we know them now, not even a little bit, but the idea of annuitizing an income stream from an ETP based on a longevity pool is worth exploring and a space that will evolve.
Wealth Management
NOVEMBER 26, 2024
The regulator said the ruling in the case concerning Utah-based brokerage Alpine Securities won’t affect day-to-day operations. However, those closely watching the case believe it could challenge FINRA’s legal foundation.
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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.
Validea
NOVEMBER 26, 2024
The S&P 500 includes a select group of companies known as Dividend Aristocrats, distinguished by their remarkable commitment to shareholder returns. To earn this title, a company must raise its dividend payments every year for at least 25 years straight. Currently, fewer than 70 companies have achieved this milestone, spanning industries from healthcare to consumer goods to industrial manufacturing.
Wealth Management
NOVEMBER 26, 2024
While Ivy League universities and other elite schools raise prices, some less selective institutions are reducing costs in a bid to attract more students.
Your Richest Life
NOVEMBER 26, 2024
Once you hit middle age , it can be a bit challenging to navigate the next moves in your finances and career. Should you take a chance on a new job, or stick with your current position? Do you know when you want to retire? Are you saving enough for the retirement you want? Wherever you’re at with your plans, watch out for these common midlife money myths along the way: Midlife Money Myths #1: It’s too difficult to change careers Changing careers at any age can be intimidating, but the older yo
Wealth Management
NOVEMBER 26, 2024
A look at the asset managers who have raised the most capital for interval funds and tender offer funds this year.
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
NOVEMBER 26, 2024
As more women find themselves sandwiched between caring for their children and aging relatives, many struggle to balance their short-term responsibilities with their long-term financial plans.
Wealth Management
NOVEMBER 26, 2024
The Granny Shots US Large Cap ETF (GRNY) launched earlier this month and has already raked in more than $400 million, putting it in the top 10% of fund debuts this year.
Advisor Perspectives
NOVEMBER 26, 2024
As we look through our financial lens and reflect upon everything that has transpired in 2024, we have compiled a list of the top ten economic and market-oriented things that we are most grateful for this year.
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