Abnormal Returns
MARCH 25, 2024
Bonds The U.S. Treasury market is only getting bigger. (wsj.com) The yield curve has been inverted for a record amount of time. (axios.com) Junk bond issuers are rushing to refinance and extend maturities with spreads at multi-year lows. (finance.yahoo.com) Which bonds prove as the best portfolio diversifier? (morningstar.com) AI Don't let AI mumbo jumbo from a fund manager fool you.
Nerd's Eye View
MARCH 25, 2024
For the advisor leading a virtual team, the day-to-day can offer a rewarding blend of flexibility, creativity, and productivity; at the same time, though, many of the benefits of remote work can also make it challenging to build a tight-knit team culture. For example, with flexibility comes fewer synchronous interactions, which in turn can result in less innovation, team bonding, and collaboration.
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Abnormal Returns
MARCH 25, 2024
Podcasts Michael Kitces and Carl Richards talk about how to help clients find their 'enough.' (kitces.com) Daniel Crosby talks financial well-being with Philip Courtenay. (standarddeviationspod.com) The biz Goldman Sachs ($GS) wants its place at the model portfolio table. (investmentnews.com) Vanguard is not budging in its negative view on crypto products.
Wealth Management
MARCH 25, 2024
Reclaim your attention by embracing intentional disconnection.
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.
Alpha Architect
MARCH 25, 2024
This study offers valuable information to provide insights into the underlying mechanisms driving investment behavior. For example, recognizing the impact of Neuroticism on belief formation and risk perception can help explain why some investors exhibit greater aversion to stock market volatility. Similarly, understanding how Openness influences risk preferences can shed light on why certain individuals are more willing to take investment risks than others.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
MARCH 25, 2024
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales at 662,000 Annual Rate in February Brief excerpt: The Census Bureau reports New Home Sales in February were at a seasonally adjusted annual rate (SAAR) of 662 thousand. The previous three months were revised up slightly. The next graph shows new home sales for 2023 and 2024 by month (Seasonally Adjusted Annual Rate).
Wealth Management
MARCH 25, 2024
Focusing on client’s problems, not industry solutions and jargon.
Advisor Perspectives
MARCH 25, 2024
Here are some reasons couples should sign a formal prenuptial agreement.
Wealth Management
MARCH 25, 2024
A diversified portfolio across the public and private markets remains the optimal means of achieving long-term returns for multi-generational investors.
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.
A Wealth of Common Sense
MARCH 25, 2024
Today’s Talk Your Book is brought to you by KraneShares: Today we are joined by Jonathan Shelon, Chief Operating Officer of KraneShares to discuss investing strategies surrounding China. On today’s show, we discuss: Clients most popular question about investing in China An economic update in China The buyer of last resort in China KraneShares buffered ETFs on Chinese internet Understanding the intervals of C.
Wealth Management
MARCH 25, 2024
Hobby comes over from Fidelity Investments, where he served as the head of distribution for private wealth management, executive services, workplace planning and advice and stock plan services.
Advisor Perspectives
MARCH 25, 2024
At a time when financial professionals are increasingly looking for differentiated alternative investment products for diversification and return benefits, these are the three things you need to know about the growing asset class.
Wealth Management
MARCH 25, 2024
The trio of Sarah, William and Dexter Grafton will form Grafton Wealth Advisors by joining LPL's independent broker/dealer channel for advisors from wirehouses or full-service firms.
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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
MARCH 25, 2024
If one wants a guaranteed store of real purchasing power to pay off a future liability or to provide a multi-year income stream such as for retirement, then a ladder of TIPS provides a much stronger guarantee than other readily available assets.
Wealth Management
MARCH 25, 2024
Ninety-two percent of advisors report that their clients have expressed interest in HYSAs.
Calculated Risk
MARCH 25, 2024
From WardsAuto: March U.S. Light-Vehicle Sales Tracking a Steady Course with Potential Upside (pay content). Brief excerpt: If the March forecast holds firm, the first quarter will total a 15.5 million-unit seasonally adjusted annual rate, down from Q4-2023’s 15.7 million but up from like-2023’s 15.0 million. However, the forecasted steady climb in inventory should put sales in good stead to rise above 16-million-unit annualized rates for most of the remainder of 2024. emphasis added Click on gr
Wealth Management
MARCH 25, 2024
Wilmington Trust's Alvina Lo delves into the complexities of NFL team ownership.
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
Cornerstone Financial Advisory
MARCH 25, 2024
Weekly Market Insights: Fed Talk Boosts Stocks Presented by Cornerstone Financial Advisory, LLC Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. Stocks Bounce Back As widely expected, the Fed left rates unchanged at the conclusion of its two-day meeting.
Wealth Management
MARCH 25, 2024
Discover how Advyzon defied expectations to achieve top user ratings in the latest T3 study.
Carson Wealth
MARCH 25, 2024
“Please, God, just one more bubble.” — Popular Silicon Valley bumper sticker after the tech bubble burst With stocks near all-time highs, many believe they must be in a bubble. Take note, many of these bubble callers are the same bears that fought this bull market all the way up. Now they are taking a different angle on their incorrect calls and blaming a bubble for the stock market’s strength.
XY Planning Network
MARCH 25, 2024
As RIA owners you face a multitude of choices and decisions every day. As a parent, choosing the right childcare center for your little one is one of the most important decisions you'll make. With so many options available, it can be challenging to determine which facility will provide the best care and support for your child's growth and development In most childcare settings you will find very similar environments, schedules, routines, and policies.
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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.
Calculated Risk
MARCH 25, 2024
Altos reports that active single-family inventory was up 1.1% week-over-week. Inventory bottomed in mid-February, as opposed to mid-April in 2023, and inventory is now up 3.8% from the 2024 February bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of March 22nd, inventory was at 513 thousand (7-day average), compared to 507 thousand the prior week.
Advisor Perspectives
MARCH 25, 2024
There is an important warning here for everyone giddy with the recent advances of generative AI. Breathtaking developments in the realm of technology do not render history obsolete. It lives on alongside the latest gadgetry, because the present is not where history ends and the future begins; it is where the past and the future fuse.
Wealth Management
MARCH 25, 2024
Adding private real estate boosts returns and quells volatility.
Advisor Perspectives
MARCH 25, 2024
It’s budget season in Washington, which means the politicians are delivering their annual warnings about the looming Social Security crisis.
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!
Calculated Risk
MARCH 25, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Basically Unchanged Over The Weekend Mortgage rates enjoyed a decently strong week last week, with the average top tier conventional 30yr fixed rate moving down to 6.91% by Friday from 7.09% on the previous Friday. To put today's "unchanged" headline in perspective, that same number is up to 6.92% this afternoon. [ 30 year fixed 6.92% ] emphasis added Tuesday: • At 8:30 AM ET, Durable Goods Orders for February from the Census Bureau.
Advisor Perspectives
MARCH 25, 2024
The February release for new home sales from the Census Bureau came in at a seasonally adjusted annual rate of 662,000 units, falling short of the 675,000 forecast. New home sales were down 0.3% month-over-month from a revised rate of 664,000 in January and are up 5.9% from one year ago.
Validea
MARCH 25, 2024
For billionaire investor Warren Buffett, one stock has continued to play a pivotal role in his investment strategy over the years. It has also become his largest position by a wide margin. As you probably have already guessed, that company is Apple. Buffett, who was once hesitant to invest in technology stocks due to a lack of understanding, has become one of the largest shareholders of Apple through his conglomerate, Berkshire Hathaway.
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