Abnormal Returns
JANUARY 30, 2024
Momentum Does the distance between 21- and 200-day moving averages help predict equity returns? (alphaarchitect.com) Design matters a lot when it comes to CTA momentum-style strategies. (quantpedia.com) Quant stuff How to calculate the risk-free rate implicit in options prices. (papers.ssrn.com) Counterparty risk is real in markets and sports betting.
Nerd's Eye View
JANUARY 30, 2024
Welcome back to the 370th episode of the Financial Advisor Success podcast ! My guest on today's podcast is Tim Goodwin. Tim is the founder of Goodwin Investment Advisory, an RIA based in Woodstock, Georgia, that oversees $275M in assets under management for 370 client households. What's unique about Tim, though, is how he leaned into Search Engine Optimization (SEO) – Google Reviews in particular – coupled with paid search ads to capture consumers actually searching for "financial a
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
JANUARY 30, 2024
The transcript from this week’s, MiB: Sarah Kirshbaum Levy, CEO Betterment , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. 00:00:07 [BARRY RITHOLTZ] This week on the podcast, I have an extra special guest, Sarah Kirschbaum Levy, CEO of Betterment has a
A Wealth of Common Sense
JANUARY 30, 2024
Some money stuff I’ve been thinking about lately: 1. Freedom is overrated as a financial goal. There are plenty of billionaires who can do whatever they want, whenever they want and spend as much money as they want. Many of these people still seem miserable or don’t take advantage of their perceived freedom. Financial contentment is a better goal than financial freedom. 2. ‘Money can’t buy happines.
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.
Wealth Management
JANUARY 30, 2024
It's focusing on recruiting those with specialized tax expertise.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JANUARY 30, 2024
Savvy Wealth Investment Management is the latest update to the RIA’s responsive, tech-driven platform.
Calculated Risk
JANUARY 30, 2024
S&P/Case-Shiller released the monthly Home Price Indices for November ("November" is a 3-month average of September, October and November 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 Upward Trend Decelerates in November The S&P CoreLogic Case-Shiller U.S.
Wealth Management
JANUARY 30, 2024
The Institute will again take the Labor Department to court if it does not withdraw or “substantially improve” the rule governing advisors to retirement accounts, according to CEO Dale Brown.
Calculated Risk
JANUARY 30, 2024
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 5.1% year-over-year in November Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for November ("November" is a 3-month average of September, October and November closing prices). November closing prices include some contracts signed in July, so there is a significant lag to this data.
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
JANUARY 30, 2024
Developments from 1999 through 2019.
Calculated Risk
JANUARY 30, 2024
Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family Serious Delinquency Rate Increased Slightly, Multi-family Unchanged in December Brief excerpt: Single-family serious delinquencies increased slightly in December, and multi-family serious delinquencies were unchanged. Freddie Mac reports that the multi-family delinquencies rate was unchanged at 0.28% in December, and up from 0.12% in December 2022.
Wealth Management
JANUARY 30, 2024
Fundamental principles still apply regardless of structure.
Discipline Funds
JANUARY 30, 2024
One of the main drivers in the falling rate of inflation has been the consistently softening labor market. The Covid stimulus and recovery resulted in a huge employment surge. The unique nature of the boom and the work from home policies gave workers unprecedented negotiating power. For a brief moment in time it even looked like a return of the 1970s and a wage price spiral was a real possibility.
Advertisement
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
JANUARY 30, 2024
The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. Asset managers that historically catered to institutions continue to roll out new products aimed at advisors, reports FundFire. These are among the investment must reads we found this week for wealth advisors.
Advisor Perspectives
JANUARY 30, 2024
The latest economic data for the US are better than most dared hope a year ago. Inflation has fallen much faster than the Federal Reserve expected, and so far without the abrupt economic slowdown and higher unemployment that many economists thought likely.
Wealth Management
JANUARY 30, 2024
Suppose presidential candidates were genuinely interested in addressing retirement insecurity. Could they find common ground?
The Irrelevant Investor
JANUARY 30, 2024
Today’s Animal Spirits is brought to you by Kraneshares: See here for Kraneshare’s latest 2024 outlooks on China, the carbon market, and managed futures. See here to register for the Future Proof Retreat in March! On today’s show, we discuss: Plummeting inflation raises new risk for Fed: Rising real interest rates GDP, fourth quarter and year 2023 Young people have a lot more wealth than we thought The sec.
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
JANUARY 30, 2024
There’s plenty of room for unique exchange-traded funds in a world of passive index investing despite the demise of two inspired by the CNBC host.
Million Dollar Round Table (MDRT)
JANUARY 30, 2024
By Robert Abbate, FICS, CSA If you work hard as a financial advisor, you’ll likely reach some level of success. Yet, you may not reach your highest potential, and you may experience a lot of frustration if your only strategy is working as many hours as you can. This might feel as if you’re constantly running on a treadmill. If, however, you create and execute a thoughtful business strategy, you can multiply your success with intention and with a lot less frustration.
Wealth Management
JANUARY 30, 2024
Developments from 2020 to 2023.
Million Dollar Round Table (MDRT)
JANUARY 30, 2024
By Sandy Schussel In my 23 years of working with financial and insurance professionals, I’ve seen advisors ask without hesitation for $300,000-plus commitments from clients for large, single-premium insurance policies or to invest. But when it came to talking with these clients about someone they know who could benefit from doing the same thing, they couldn’t bring themselves to have the conversation.
Advertisement
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.
Calculated Risk
JANUARY 30, 2024
The Census Bureau released the Residential Vacancies and Homeownership report for Q4 2023 today. The results of this survey were significantly distorted by the pandemic in 2020. This report is frequently mentioned by analysts and the media to track household formation, the homeownership rate, and the homeowner and rental vacancy rates. However, there are serious questions about the accuracy of this survey.
Walkner Condon Financial Advisors
JANUARY 30, 2024
Did the Fed pull it off? Are we experiencing the “soft landing” that we’ve been hearing about? Is this the mid-90s again, where Alan Greenspan was leading the charge to a soft landing? Many have heard or read about a soft landing in the news, but some may not have an actual definition of what it means. One definition , according to a speech delivered by Tom Barkin, the President of the Federal Reserve Bank of Richmond, is “where inflation completes its journey back to normal levels while the ec
Random Roger's Retirement Planning
JANUARY 30, 2024
Today I had a chance to look at some of the Blackrock models. I am not going to share details of their work but I do have a couple of high level observations one thing to watch out for. Blackrock is a client holding. To their credit, they don't use their funds (iShares ETFs and Blackrock mutual funds) exclusively, there are funds from other providers sprinkled in.
Calculated Risk
JANUARY 30, 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 January. This report is for private payrolls only (no government). The consensus is for 130,000 payroll jobs added in January, down from 164,000 added in December. • At 9:45 AM: Chicago Purchasing Managers Index for January.
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
JANUARY 30, 2024
The Federal Housing Finance Agency (FHFA) house price index (HPI) continued to increase in November, coming in at 417.4. U.S. house prices increased by 0.3% from the previous month and by 6.6% from one year ago. After adjusting for inflation, the real index is up 0.4% month-over-month and up 5.1% year-over-year.
Trade Brains
JANUARY 30, 2024
Inside Bar Strategy : As a trader spotting exact opportunities in all market conditions needs the exact understanding of price movements. All the strategies prevalent in the market have their functionality in varying market conditions In this article, we shall discuss one of the prominent candlestick patterns i.e., the inside bar pattern. We shall explore the meaning, formation, and strategy with examples of charts for better understanding.
Advisor Perspectives
JANUARY 30, 2024
The Conference Board's Consumer Confidence Index® hit a two year high in January after climbing 6.8 points. The index increased to 114.8 from December's downwardly revised 108.0. This month's reading was lower than expected, falling short of the 115.0 forecast.
Expert insights. Personalized for you.
251 
Let's personalize your content