Abnormal Returns
JUNE 2, 2024
Top clicks this week Wealthy Americans invest a lot in alternatives, but that doesn't mean you need to. (ofdollarsanddata.com) How much to allocate to private equity, if you must. (morningstar.com) The case against concentrated funds. (behaviouralinvestment.com) How to think about time. (meaningfulmoney.life) Who's to blame for high housing prices? It's not Wall Street.
A Wealth of Common Sense
JUNE 2, 2024
The pandemic housing boom means Americans have more home equity than ever. Households have added roughly $12 trillion in home equity since the end of 2019: To put this number in context, there was only ~$6 trillion in home equity following the bursting of the housing bubble following the Great Financial Crisis. Out of the $32 trillion in total equity, let’s say half of it is tappable (meaning homeowners can cash it.
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Trade Brains
JUNE 2, 2024
In today’s world, reliable and efficient energy storage is more crucial than ever. From starting our vehicles to ensuring uninterrupted power supply for homes and businesses, batteries play an invisible yet an important role. Exide industries, a leading player in the Indian battery industry, stands at the forefront of this essential sector. For over a century, Exide has been a driving force in advancements within battery technology.
A Wealth of Common Sense
JUNE 2, 2024
The pandemic housing boom means Americans have more home equity than ever. Households have added roughly $12 trillion in home equity since the end of 2019: To put this number in context, there was only ~$6 trillion in home equity following the bursting of the housing bubble following the Great Financial Crisis. Out of the $32 trillion in total equity, let’s say half of it is tappable (meaning homeowners can cash it.
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.
Random Roger's Retirement Planning
JUNE 2, 2024
Alpha Simplex wrote a short but wide ranging paper that covered the history of managed futures as a strategy, the history of that strategy working its way to retail accessible funds and the possible benefits managed futures in ETFs of which there are now quite a few. The firm has been running the Alpha Simplex Managed Futures Strategy Fund (ASFYX) since 2010.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
JUNE 2, 2024
US government bonds rallied Friday, adding to their monthly gain, after benign inflation data kept alive predictions that the Federal Reserve will cut interest rates at least once this year.
Calculated Risk
JUNE 2, 2024
From STR: U.S. hotel results for week ending 25 May The U.S. hotel industry reported mixed performance results from the previous week but positive comparisons year over year, according to CoStar’s latest data through 25 May. 19-25 May 2024 (percentage change from comparable week in 2023): • Occupancy: 67.7% (+1.6%) • Average daily rate (ADR): US$160.67 (+2.3%) • Revenue per available room (RevPAR): US$108.73 (+3.9%) emphasis added The following graph shows the seasonal pattern for the hotel occu
Advisor Perspectives
JUNE 2, 2024
When it comes to investing in consumer debt, headlines may be misleading. We see opportunity.
oXYGen Financial
JUNE 2, 2024
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
JUNE 2, 2024
For more than two decades, America has pursued a policy as costly as the New Deal of the 1930s or the Great Society of the 1960s, but with a much narrower aim: cut taxes.
Abnormal Returns
JUNE 2, 2024
Markets The S&P 500 rose nearly 5% in May 2024. (on.spdji.com) The current bull market is mid. (tker.co) Strategy It's easier to get your foot on the first rung of the stock market ladder than the housing ladder. (awealthofcommonsense.com) In the short term, TIPS aren't that great a hedge against inflation shocks. (rogersplanning.blogspot.com) The market has always been rigged, just not in the way you think.
Advisor Perspectives
JUNE 2, 2024
David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.
The Big Picture
JUNE 2, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Global Loss of the U-Shaped Curve of Happiness : Happiness used to be U-shaped by age, with middle age the least happy. Not anymore. Young people are now the least happy. ( After Babel ) • Netflix Is Broken Beyond Repair. This Streaming Platform Shows a Better Way.
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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
JUNE 2, 2024
Goldman Sachs Group Inc. sees growing potential for the global market for weight-loss drugs by the end of the decade.
Advisor Perspectives
JUNE 2, 2024
Institutional investors have grown tired of paying fees to hedge funds for what they see as “skill-less returns.
Advisor Perspectives
JUNE 2, 2024
As calls for diversification get louder, it’s a good time to look at healthcare, where long-term bullish trends meet near-term opportunities.
Advisor Perspectives
JUNE 2, 2024
Today’s value stocks offer a magnificent mix of quality, forward-looking profitable firms.
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
Advisor Perspectives
JUNE 2, 2024
Nvidia Corp.’s Jensen Huang will lead a gathering of tech business leaders in Taipei starting Sunday, an unusual opportunity for the industry’s most important executives to come together and figure out the future of computing and AI.
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