Wealth Management
SEPTEMBER 5, 2024
Barry Gilbert, portfolio manager with the Carson Group, talks about why the firm is risk-on right now, why it prefers ETFs over mutual funds and what’s different about this market cycle.
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.
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Wealth Management
SEPTEMBER 5, 2024
Judges recognized 84 companies for their outstanding support of financial advisor success from among 287 finalists.
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.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
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.
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.
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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
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.
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.
Wealth Management
SEPTEMBER 5, 2024
As wealth grows, family offices are catching up with hedge funds in size.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
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%.
Wealth Management
SEPTEMBER 5, 2024
The Research Affiliates Deletions ETF will look to buy companies that were recently deleted from major indexes.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
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
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
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”).
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.
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Calculated Risk
SEPTEMBER 5, 2024
(Posted with permission). The ISM® Services index was at 51.5%, up from 51.4% last month. The employment index decreased to 50.2%, from 51.1%. Note: Above 50 indicates expansion, below 50 in contraction. From the Institute for Supply Management: Services PMI® at 51.5% August 2024 Services ISM® Report On Business® Economic activity in the services sector expanded for the second consecutive month in August, say the nation's purchasing and supply executives in the latest Services ISM® Report On Bus
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
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.
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
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
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.
Clever Girl Finance
SEPTEMBER 5, 2024
We all have financial goals we wish to achieve—whether it’s buying a home, retiring comfortably, or going on that dream vacation. But wishful thinking alone won’t get you there. The key to achieving financial success is setting clear financial goals and creating a roadmap to reach them. This article will break down examples of short-term, mid-term, and long-term financial goals and show you how to make them a reality.
SEI
SEPTEMBER 5, 2024
Recognized for Community Connect advisor network
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
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.
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.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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