Abnormal Returns
OCTOBER 1, 2024
Alpha Can skewness help identify outperforming mutual funds? (alphaarchitect.com) Is having tomorrow's newspaper today sufficient to make for profitable trades? (papers.ssrn.com) A historical estimate of private equity alpha. (papers.ssrn.com) Bonds Treasury market liquidity is centered around month-end. (libertystreeteconomics.newyorkfed.org) What happens when the stock-bond correlation declines.
Nerd's Eye View
OCTOBER 1, 2024
Welcome everyone! Welcome to the 405th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Gaetano Sacco. Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households. What's unique about Gaetano, though, is how after breaking away from an insurance broker-dealer with barely $5M in assets under management, he has been abl
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Abnormal Returns
OCTOBER 1, 2024
September 2024 The S&P 500 was up 2.14% in September 2024. (on.spdji.com) How major asset classes performed in September 2024. (capitalspectator.com) The S&P 500 is off to its best start since 1997. (sherwood.news) No matter how you slice it, the stock market has done pretty well. (axios.com) Q3 asset class returns, visualized. (novelinvestor.com) Markets Why Chinese stocks dropped, and now bounced back.
Wealth Management
OCTOBER 1, 2024
Josh Hederick filed his complaint in North Carolina federal court, alleging that Edelman’s litigation record means he can’t trust they’ll work with him on his departure “in good faith.
Advertisement
Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be
Advisor Perspectives
OCTOBER 1, 2024
Expanding outreach to include a well-orchestrated digital lead generation strategy is the most effective and efficient way to grow a client roster and help new generations navigate the Great Wealth Transfer with optimal financial strategies.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
OCTOBER 1, 2024
From the Census Bureau reported that overall construction spending decreased: Construction spending during August 2024 was estimated at a seasonally adjusted annual rate of $2,131.9 billion, 0.1 percent below the revised July estimate of $2,133.9 billion. The August figure is 4.1 percent above the August 2023 estimate of $2,047.4 billion. emphasis added Private spending decreased and public spending increased: Spending on private construction was at a seasonally adjusted annual rate of $1,642.2
Wealth Management
OCTOBER 1, 2024
In addition to a new color scheme, logo and updated website, there will be a drive toward hyper-personalization and management of alternative investments.
Trade Brains
OCTOBER 1, 2024
In today’s fast-paced world, electronic manufacturing companies are the backbone of technological progress. They produce the devices we use daily, from smartphones to home appliances. Their innovative technologies make communication, work, and entertainment more accessible. In this article, we will see some of the best EMS stocks in India. These companies drive economic growth by creating jobs and supporting industries.
Darrow Wealth Management
OCTOBER 1, 2024
Do I need a revocable living trust? Choosing whether to fund a trust with your assets is an important decision in the estate planning process. Since a trust is different from a will, many individuals need both. Here are three main reasons you may want to consider putting your assets in a trust. Do I need a living trust if I have a will? Don’t think of it like a will vs a trust.
Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius
4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor
Wealth Management
OCTOBER 1, 2024
By 2029, the firm anticipates that the global wealth business could represent 50% of its annual third-party capital-raising volume.
A Wealth of Common Sense
OCTOBER 1, 2024
The pictures and videos from the wake of Hurricane Helene are unfathomable. One emergency respondent said the flooding in parts of North Carolina resembles biblical devastation. I can’t imagine trying to pick up the pieces if your town, home or business was destroyed by the storm. The good news is this country is pretty good about rallying the troops to help in situations like these.
Wealth Management
OCTOBER 1, 2024
Rich Steinmeier, managing director and chief growth officer, will serve as interim CEO, effective immediately.
Million Dollar Round Table (MDRT)
OCTOBER 1, 2024
By Michael DePilla, MDRT in-language content strategist Creating miracles, helping clients to understand why managing money is more important than making money and seeing past appearances can all be some of the skills it takes to be a financial advisor. Find out more from MDRT members worldwide with these simple ideas to think differently and perhaps see what others miss.
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
OCTOBER 1, 2024
They can help deepen advisors' understanding of client behaviors, biases and decision-making processes.
Calculated Risk
OCTOBER 1, 2024
Wards Auto released their estimate of light vehicle sales for September: September U.S. Light-Vehicle Sales up Slightly on SAAR basis; Q3 Volume Down 1.9% (pay site). Sales over the past six months have been mostly in negative territory even though inventory continued to rise. Affordability and a slowdown in fleet orders have been the bane to growth.
Wealth Management
OCTOBER 1, 2024
The new programs are part of an effort to attract more high-net-worth clients with broader offerings.
Calculated Risk
OCTOBER 1, 2024
From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 8.0 million on the last business day of August , the U.S. Bureau of Labor Statistics reported today. Over the month, hires changed little at 5.3 million. Total separations changed little at 5.0 million. Within separations, quits (3.1 million) continued to trend down and layoffs and discharges (1.6 million) changed little. emphasis added The following graph shows job openings (black line), hires
Advertisement
Finance Transformation Myths Busted Over 75% of organizations struggle to define the right success metrics to benchmark the impact of their finance transformation investment. Whether you are just initiating your digital transformation journey or planning to pitch your next AI project to leadership, without the right metrics and a rigorous tracking process - all your efforts might go to waste!
Wealth Management
OCTOBER 1, 2024
Mercer Advisors, Savant, Beacon Pointe and Credent are among the RIAs announcing acquisitions on Tuesday.
Calculated Risk
OCTOBER 1, 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 8:15 AM, The ADP Employment Report for September. This report is for private payrolls only (no government). The consensus is for 110,000 jobs added, up from 99,000 in August.
Wealth Management
OCTOBER 1, 2024
Auxesys' John Swystun details what advisors can learn from SAAS companies.
Advisor Perspectives
OCTOBER 1, 2024
Victor Haghani, James White and Jerry Bell of Elm Partners Management conducted a fascinating experiment to investigate the value of getting tomorrow’s headlines today, and the trading acumen of finance students. The results may suggest to some that finance courses need an upgrade, but to me the study is interesting because of what it says about good decision-making.
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!
Wealth Management
OCTOBER 1, 2024
Bettinger, who turns 65 next year, has led Schwab since 2008. He's handing the role to President Rick Wurster.
Advisor Perspectives
OCTOBER 1, 2024
Companies and governments around the globe spent the past month streaming into debt markets, seizing on declining interest rates ahead of an uncertain US presidential election that many fear will spur volatility in markets.
Alpha Architect
OCTOBER 1, 2024
Current Exposures: Full exposure to domestic equities. Full exposure to international equities. Full exposure to REITs. No exposure to commodities. Full exposure to intermediate-term bonds. DIY Trend-Following Allocations: October 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Advisor Perspectives
OCTOBER 1, 2024
BlackRock Inc. Chief Executive Officer Larry Fink said infrastructure is a major component to help stimulate growth in every economy and there’s enough capital in the private sector to fund investment.
Advertisement
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.
Investing Caffeine
OCTOBER 1, 2024
There were a lot of injections, of the COVID vaccine variety, four years ago, but now the Federal Reserve is injecting some financial adrenaline through stimulative interest rate cuts. Expectations are for seven more -0.25% cuts over the next 12 months , but this cycle started two weeks ago when the FOMC (Federal Open Market Committee) initiated a larger -0.50% reduction in the benchmark federal funds rate target ( see chart below ).
Advisor Perspectives
OCTOBER 1, 2024
The latest job openings and labor turnover summary (JOLTS) report showed that job openings increased slightly in August, reflecting more hiring. Vacancies increased to 8.040 million in August from July's upwardly revised level of 7.711 million. The latest reading was above the expected 7.640 million vacancies.
Validea
OCTOBER 1, 2024
Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims to emulate Buffett’s long-term, value-based approach to investing. The strategy looks for firms with consistent earnings over the past decade, consistently high return on equity and total capital, strong cash flows and reasonable valuations.
Expert insights. Personalized for you.
240 
Let's personalize your content