The Big Picture
SEPTEMBER 5, 2024
I have known Josh for nearly 15 years. Despite his writing in public that entire time, hosting two weekly shows on our YouTube channel , and showing up on CNBC three times a week, you don’t know him. Public persona aside, he is surprisingly private. I know him as well as anyone besides Sprinkles and maybe Batnick. I am going to share three things about Josh that you don’t know.
Abnormal Returns
SEPTEMBER 5, 2024
Index funds How index funds have changed demand for large cap stocks. (klementoninvesting.substack.com) Research Affilitiates is launching the Deletions ETF ($NIXT) which will buy index deletions. (mutualfundobserver.com) Apple David Pierce, "Apple Pay is one of the most Apple-y Apple products the company has ever shipped." (theverge.com) People want to copy Apple ($AAPL) products but not Apple the company.
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Nerd's Eye View
SEPTEMBER 5, 2024
A cornerstone service that many financial advisors provide is education. While strategic advice is crucial, advisors also face the challenge of presenting the strategies to clients in context, explaining different financial planning concepts, and showing clients how to implement these strategies (as well as pointing out any long-term consequences). While curious, proactive clients who are ready to learn may be the ideal, this can become complicated when clients bring 'good' advice they've heard
Abnormal Returns
SEPTEMBER 5, 2024
Books An excerpt from Anne Applebaum's book "Autocracy, Inc: The Dictators Who Want to Run the World." (on.ft.com) Walt Hickey talks with Nate Silver author of "On the Edge: The Art of Risking Everything." (numlock.com) Insights from “Hoof Beats: How Horses Shaped Human History,” by William Taylor. (theconversation.com) AI How AI will change startup investing.
Speaker: 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
Carson Wealth
SEPTEMBER 5, 2024
Navigating Medicare can be a daunting task, especially with the numerous plans and options available. However, choosing the right Medicare plan is crucial to ensure that you have the coverage you need as you move into retirement. Whether you’re enrolling for the first time or considering a change, these tips will help you choose a plan that fits your healthcare needs and budget. 1: Know the Rules for Medicare Open Enrollment The first step in selecting the right Medicare plan is understand
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
SEPTEMBER 5, 2024
The OG financial blogger Barry Ritholtz joined me on the show this week to discuss questions about what the next recession will look like, creating an investment plan for a banker with cash on the sidelines, paying down a low interest rate mortgage and how to sell your automobile. Further Reading: The Minsky Market 1It’s pretty obvious but red for losses of 2% or worse and green for gains of 2% or more. 2All 3 have.
Alpha Architect
SEPTEMBER 5, 2024
Bond futures are often assumed to be more tax-efficient than bond ETFs. My analysis indicates that this assumption is frequently incorrect. Although investors might view the 60/40 tax treatment of futures as advantageous, a futures strategy faces several challenges compared to a bond ETF, including frequent taxable events, potential tax drag from cash collateral, and additional state taxation.
Wealth Management
SEPTEMBER 5, 2024
AssetMark has been delisted from the public markets and appointed Lou Maiuri, former president of State Street Bank, as chairman and group CEO of AssetMark Financial Holdings.
Clever Girl Finance
SEPTEMBER 5, 2024
Managing your finances can be overwhelming, especially when you’re trying to keep track of every dollar you spend. I’ve been there myself—juggling bills, expenses, and savings felt like a never-ending puzzle. But once I discovered the magic of budget templates, everything changed. Table of contents What is a budget template? The Best budget templates: Spreadsheets The Best budget templates: Apps Expert Tip: Find a budget template that works for you What are some key features to look for in
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
SEPTEMBER 5, 2024
Here are the good, the bad, and the ugly details that advisors and next-generation inheritors need to be aware of before signing on the dotted line.
Discipline Funds
SEPTEMBER 5, 2024
You’re getting this on a Friday, but when we GAAP adjust the holiday week and Cullen writing this on a Thursday night it basically equals a midweek note. 1) What Deradicalized You? I really liked this question from Joe Weisenthal on Twitter: I began investing during the Nasdaq bubble and was immediately thrust into a brutal 3 year bear market.
Wealth Management
SEPTEMBER 5, 2024
Judges recognized 84 companies for their outstanding support of financial advisor success from among 287 finalists.
Calculated Risk
SEPTEMBER 5, 2024
The DOL reported : In the week ending August 31, the advance figure for seasonally adjusted initial claims was 227,000, a decrease of 5,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 231,000 to 232,000. The 4-week moving average was 230,000, a decrease of 1,750 from the previous week's revised average.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
Wealth Management
SEPTEMBER 5, 2024
The addition of Philadelphia-based Levy Wealth Management Group pushes WEG’s clients' assets to more than $90 billion.
Calculated Risk
SEPTEMBER 5, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Employment Report for August. The consensus is for 164,000 jobs added, and for the unemployment rate to decreased to 4.2%.
Wealth Management
SEPTEMBER 5, 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
Calculated Risk
SEPTEMBER 5, 2024
On Friday at 8:30 AM ET, the BLS will release the employment report for August. The consensus is for 164,000 jobs added, and for the unemployment rate to decreased to 4.2%. There were 114,000 jobs added in July, and the unemployment rate was at 4.3%. From Goldman Sachs: We are below consensus on payroll growth at 155k but in line on the unemployment rate at 4.2%.
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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
SEPTEMBER 5, 2024
The acquisition of Archer will help BNY Mellon handle the infrastructure and distribution of managed accounts to financial advisors and their clients.
Calculated Risk
SEPTEMBER 5, 2024
Today, in the CalculatedRisk Real Estate Newsletter: Calculated Risk Returns! Existing Home Sales Increased to 3.95 million SAAR in July Excerpt: I'm back from Africa! I’ll be catching up on recent data over the next week, and I’ll post some photos / videos from my trip. Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2023 and 2024.
Wealth Management
SEPTEMBER 5, 2024
Focus initially pulled the deal last month amid the global market tumult that curbed debt issuance. The relaunched transaction essentially has the same terms.
Calculated Risk
SEPTEMBER 5, 2024
From ADP: ADP National Employment Report: Private Sector Employment Increased by 99,000 Jobs in August; Annual Pay was Up 4.8% Private sector employment increased by 99,000 jobs in August and annual pay was up 4.8 percent year-over-year, according to the July ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
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
SEPTEMBER 5, 2024
The Research Affiliates Deletions ETF will look to buy companies that were recently deleted from major indexes.
Advisor Perspectives
SEPTEMBER 5, 2024
A key segment of the US Treasury yield curve briefly turned positive as weaker-than-anticipated labor-market data bolstered bets on steep interest-rate cuts by the Federal Reserve.
Wealth Management
SEPTEMBER 5, 2024
As wealth grows, family offices are catching up with hedge funds in size.
Random Roger's Retirement Planning
SEPTEMBER 5, 2024
If you were involved in markets during the financial crisis, you probably came across the term Minsky Moment. Attributed to Economist Hyman Minsky, the simple version is that a lack of volatility results in complacency on the part of market participants which is when crises happen. It's a little more involved than that where cash flow exceeds the amount needed to service debt causing that excess to speculatively chase prices higher before it ends in crisis.
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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.
Advisor Perspectives
SEPTEMBER 5, 2024
In the week ending August 31st, initial jobless claims were at a seasonally adjusted level of 227,000, falling to a two-month low. This represents a decrease of 5,000 from the previous week's figure and is better than the 231,000 economists were expecting.
Validea
SEPTEMBER 5, 2024
Dividend Aristocrats are a select group of S&P 500 companies that have increased their dividend payouts for at least 25 consecutive years. This impressive track record demonstrates a commitment to shareholder returns and typically indicates a stable, profitable business model. For income-focused investors, Dividend Aristocrats offer a compelling blend of reliable cash flow and potential for capital appreciation.
Advisor Perspectives
SEPTEMBER 5, 2024
The Institute of Supply Management (ISM) has released its August services purchasing managers' index (PMI). The headline composite index is at 51.5, slightly better than the forecast. The latest reading moves the index back into expansion territory for 48th time in the past 50 months.
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