Abnormal Returns
SEPTEMBER 17, 2024
Indexing What does an index of CTA returns actually measure? (mrzepczynski.blogspot.com) Why would anyone want to invest in an index of hedge fund returns? (ft.com) Diversification Bob Elliott, "While selection alpha is uncertain, the benefits of diversification and lower fees are far more certain." (caia.org) It's easier to forecast correlations and volatility than returns.
Nerd's Eye View
SEPTEMBER 17, 2024
Welcome everyone! Welcome to the 403rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Eric Stein. Eric is a partner at East Bay Investment Solutions, a firm that provides fractional Chief Investment Officer services based in Charleston, South Carolina, that supports over $6 billion in assets under advisement across 26 advisory firms they serve.
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Alpha Architect
SEPTEMBER 17, 2024
The filters analyzed in this article are related to Savitzky-Golay filters [6]. Savitzky-Golay filters were originally developed to smooth noisy data obtained from chemical spectrum analyzers. There are two types: smoothers and differentiators. As with the filters discussed in this article, the design of Savitzky-Golay filters is also based on a least squares fit of the observations to a polynomial function, where the degree of the polynomial is selected based on the structure of the observation
Wealth Management
SEPTEMBER 17, 2024
Many advisors may view AI as a silver bullet, one that will replace their back-office staff. But panelists at the Future Proof Festival this week said it's more of an optimizer.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.
Calculated Risk
SEPTEMBER 17, 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 8:30 AM, Housing Starts for August. The consensus is for 1.250 million SAAR, up from 1.238 million SAAR. • During the day, The AIA's Architecture Billings Index for August (a leading indicator for commercial real estate). • At 2:00 PM, FOMC Meeting Announcement.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
SEPTEMBER 17, 2024
The pilot program was open to a total of two million individual investors in five equity index funds that have combined assets under management of more than $100 billion.
Advisor Perspectives
SEPTEMBER 17, 2024
Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.
Wealth Management
SEPTEMBER 17, 2024
The commission alleged that the schemers behind the fraudulent crypto platform NanoBit Limited falsely claimed their affiliate was an SEC-registered broker.
Advisor Perspectives
SEPTEMBER 17, 2024
Nominal retail sales in August were up 0.05% month-over-month (MoM) and up 2.13% year-over-year (YoY). However, after adjusting for inflation, real retail sales were down 0.14% MoM and down 0.45% YoY.
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
SEPTEMBER 17, 2024
J.P. Morgan Chase Chairman Jamie Dimon called out institutions investors for their role in the rising popularity of private markets, reports FundFire. A Fed interest-rate cut could be a boon for small-cap stocks, according to MarketWatch. These are among the investment must reads we found this week for wealth advisors.
Advisor Perspectives
SEPTEMBER 17, 2024
The Census Bureau's Advance Retail Sales Report for August revealed headline sales were up 0.1% last month. The latest reading was higher than the expected -0.2% monthly growth in consumer spending.
Wealth Management
SEPTEMBER 17, 2024
Dougal Williams has been with the $2.5 billion wealth management firm since 2004, previously serving as chief wealth officer and lead advisor.
Advisor Perspectives
SEPTEMBER 17, 2024
Industrial production was up 0.8% in August, coming in better than the expected 0.2% increase. Compared to one year ago, industrial production is flat.
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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.
Wealth Management
SEPTEMBER 17, 2024
Jim Rourke and Michael Liu were named co-heads of private client partnership development, which links Bank of America’s global corporate and investment bank, Merrill wealth management and the Private Bank.
Advisor Perspectives
SEPTEMBER 17, 2024
You don’t have to read or listen for long these days before you hear a politician, pundit, or politically-inclined person say: “Government spending causes inflation.
Wealth Management
SEPTEMBER 17, 2024
The acquisition of CornerCap Investment Counsel is another step on EP Wealth’s path to becoming a nationwide RIA, according to CEO Ryan Parker.
Million Dollar Round Table (MDRT)
SEPTEMBER 17, 2024
By Antoinette Tuscano, MDRT senior content specialist OpenAI’s ChatGPT debuted in November 2022 and quickly hit 100 million users, becoming the fastest-growing application in internet history, according to the International Monetary Fund. “It’s important for everybody to understand how fast this (AI) is going to change,” said Eric Schmidt, the former CEO and chairman of Google, in 2023.
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 17, 2024
Raising younger generations to become financially responsible adults is critical to maintaining a family legacy.
Calculated Risk
SEPTEMBER 17, 2024
On a monthly basis, retail sales increased 0.1% from July to August (seasonally adjusted), and sales were up 2.1 percent from August 2023. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for August 2024, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $710.8 billion, an increase of 0.1 percent from the previous month , and up 2.1 percent from August 2023.
Wealth Management
SEPTEMBER 17, 2024
Concurrent's Nate Lenz describes the firm's unique model for allowing advisors to thrive while maintaining their brand identity.
Calculated Risk
SEPTEMBER 17, 2024
From the Fed: Industrial Production and Capacity Utilization In August, industrial production rose 0.8 percent after falling 0.9 percent in July. Similarly, the output of manufacturing increased 0.9 percent in August after decreasing 0.7 percent during the previous month. This pattern was due in part to a recovery in the index of motor vehicles and parts, which jumped nearly 10 percent in August after dropping roughly 9 percent in July.
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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.
Wealth Management
SEPTEMBER 17, 2024
Ali Bedford discusses how lawmakers and thought leaders in Washington, D.C. have turned their attention to 2025.
A Wealth of Common Sense
SEPTEMBER 17, 2024
I’m at Future Proof this week with 4,000 friends in the financial advice space. Here’s a look back at the most popular post in A Wealth of Common Sense history. * In 2014 I wrote a piece called What If You Only Invested at Market Peaks? It’s hard to believe it now, but many investors assumed after a massive 30%+ run-up in the S&P 500 in 2013 that a peak was imminent.
Wealth Management
SEPTEMBER 17, 2024
Firms such as Coinbase Global Inc. and BitGo Inc. have been among the dominant service providers so far in the crypto custody business.
Calculated Risk
SEPTEMBER 17, 2024
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in August A brief excerpt: From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 3.88 million in August , down 1.8% from July’s preliminary pace and down 3.7% from last August’s seasonally adjus
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 17, 2024
Al W. King III describes how the purpose trust has evolved into a powerful estate-planning vehicle in the United States.
Advisor Perspectives
SEPTEMBER 17, 2024
The term “Complexity Curve” refers to the growing intricacies that come with managing the wealth of high-net-worth individuals. As their assets grow, so do the complexities of their financial portfolios. This includes everything from business ownership and large qualified plans to complex estate planning issues. Simultaneously, their personal lives often become more complicated, with factors such as marriages, grandchildren, and other family dynamics adding layers of complexity.
Wealth Management
SEPTEMBER 17, 2024
The Tema Endowment ETF is set to put about 50% of its holdings toward equities or derivatives, 30% to fixed income and 20% to “other securities,” potentially including allocations to private funds, interval funds or business-development companies.
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