Abnormal Returns
DECEMBER 23, 2023
Autos Automakers are struggling to meet their fuel efficiency targets. (theverge.com) Why the rollout of a national EV charging system has been so slow. (nytimes.com) Trucks and SUVs keep getting bigger. Pedestrians are paying the price. (slate.com) How the costs of car ownership have increased. (visualcapitalist.com) Some of the best cars of 2023 including the new Toyota ($TM) Prius.
The Big Picture
DECEMBER 23, 2023
This week, we speak with Stephen Suttmeier , director and chief equity technical strategist at B of A Merrill Lynch. His Monthly Chart Portfolio of Global Markets and Market Analysis Commentary are both widely read among professional traders. He has been highly ranked in Institutional Investors’ Research Poll and was the winner of the Best Bank for Equity Research category in the Technical Analyst Awards.
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Darrow Wealth Management
DECEMBER 23, 2023
It’s hard to come up with good gift ideas, especially over the holidays if you have a lot of people to shop for. Unfortunately, giving money is often viewed less favorably compared to tangible gifts. It’s time to change that. These days, many children, adults, and grandparents don’t really need more stuff. And with a little creativity, it’s possible to give a financial gift that will make a lasting impression for the recipient.
The Big Picture
DECEMBER 23, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • The 2024 research dump! A comprehensive round-up of all the 2024 investment outlook reports ( Financial Times ) • Christmas Didn’t Start Out as a Shop Fest. Here’s How It Became One. the holiday season accounts for nearly a fifth of U.S. annual retail sales, and more for sellers of clothes, toys, and other prime gift items.
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
DECEMBER 23, 2023
After having fun the other day with building a 75/50 portfolio with just two or three funds, I wanted to start this post a little more practically with portfolio construction and the importance of diversifying your diversifiers. My thought on why this is important is very simple. No diversifier should be expected to work all of the time, during every market calamity.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
DECEMBER 23, 2023
Will Beijing take the necessary steps to restore confidence in its economic policies? Sinology explores.
Calculated Risk
DECEMBER 23, 2023
At the Calculated Risk Real Estate Newsletter this week: • New Home Sales decrease to 590,000 Annual Rate in November • NAR: Existing-Home Sales Increased to 3.82 million SAAR in November • Single Family Starts Increase Sharply in November, Near Record Number of Multi-Family Housing Units Under Construction • Final Look at Local Housing Markets in November • Early Read on Existing Home Sales in November • 4th Look at Local Housing Markets in November This is usually published 4 to 6 times a week
Advisor Perspectives
DECEMBER 23, 2023
A small cadre of Wall Street economists who’ve been surprised by the economy’s resilience in 2023 are doubling down on expecting pain for American households and businesses in the new year.
International College of Financial Planning
DECEMBER 23, 2023
A financial advisor is a pivotal figure in the realm of investments and financial decision-making. These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments. Their compensation often comes from (1) commissions on transactions based on advice provided or (2) fees for financial plan construction.
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
DECEMBER 23, 2023
Cevian Capital AB’s $1.3 billion bet on UBS Group AG is unusual in more ways than one. The Stockholm-based investment firm is typically a quiet activist, working behind the scenes to steer management thinking. This time it’s being very public about what looks like a straightforward value play.
Advisor Perspectives
DECEMBER 23, 2023
As European inflation rates converge with targets, markets expect rate cuts. But central banks are set on a decisive victory over inflation.
Advisor Perspectives
DECEMBER 23, 2023
Markets had been living through an era of slow burn, low interest rate-boosted index funds for years until rapid rate hikes in 2022 and 2023.
Advisor Perspectives
DECEMBER 23, 2023
There are material short- and long-term implications for hydrocarbon markets following the COP28 meeting in Dubai, including tailwinds to oil.
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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
DECEMBER 23, 2023
The holiday season is often the busiest time of year for any profession, and for advisors it is no different. Business demands, family obligations, and heavy social calendars can make for an overwhelming time.
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