Abnormal Returns
OCTOBER 25, 2023
Strategy A big regime shift has happened in the economy and financial markets. (ritholtz.com) Rapid company growth comes with its own risks. (onveston.substack.com) Not all share buybacks are created equal. (investmenttalk.co) Finance Poor recent performance has put the IPO market back on ice. (finance.yahoo.com) Banks are still sitting on the Twitter debt they underwrote.
Nerd's Eye View
OCTOBER 25, 2023
There is a general understanding that investment advisers have a fiduciary relationship with their clients – in other words, that they are required to act in the client's best interests. But although this concept makes sense in the abstract, it isn't always clear what an adviser needs to do to fulfill their fiduciary duty in real-life situations.
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Abnormal Returns
OCTOBER 25, 2023
Podcasts Peter Lazaroff talks with Hal Hershfield author of "Your Future Self: How to Make Tomorrow Better Today." (peterlazaroff.com) Robin Powell and Abraham Okusanya talk with Victor Haghani co-author of "The Missing Billionaires: A Guide to Better Financial Decisions." (evidenceinvestor.com) Morgan Housel on the flaws that compound over time. (open.spotify.com) Retirement Jim Dahle, "For you to run out of money, two “bad” things have to happen: crummy returns AND a long life.
Calculated Risk
OCTOBER 25, 2023
The Census Bureau reports New Home Sales in September were at a seasonally adjusted annual rate (SAAR) of 759 thousand. The previous three months were revised down slightly, combined. Sales of new single‐family houses in September 2023 were at a seasonally adjusted annual rate of 759,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
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The Big Picture
OCTOBER 25, 2023
My mid-week morning train WFH reads: • Jay Powell’s Greenspan moment : The Fed is increasingly concerned about “above-trend” growth. In the mid-1990s, Greenspan grappled with it, too, and wisely held off on raising rates. That’s the right move again today. ( Stay-At-Home Macro ) • The Gems Hiding in Plain Sight in the Treasury Market : Back in 1994, bonds with fabulous yields were there for the taking.
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Advisor Perspectives
OCTOBER 25, 2023
In the fiscal year that just ended, the US government borrowed $1.7 trillion, more than 6% of gross domestic product. Bear in mind, that was with an economy running hot, with high inflation and more than full employment.
Wealth Management
OCTOBER 25, 2023
At this stage of clients’ lives, addressing their fears is just as important as their goals.
Advisor Perspectives
OCTOBER 25, 2023
Being part of a football coaching staff fascinates me.
Wealth Management
OCTOBER 25, 2023
Too little attention often is paid to assets outside of the jurisdiction where the parties intend to reside.
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.
Calculated Risk
OCTOBER 25, 2023
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales increase to 759,000 Annual Rate in September Brief excerpt: The Census Bureau reports New Home Sales in September were at a seasonally adjusted annual rate (SAAR) of 759 thousand. The previous three months were revised down slightly, combined. The next graph shows new home sales for 2022 and 2023 by month (Seasonally Adjusted Annual Rate).
Wealth Management
OCTOBER 25, 2023
A new Schwab survey finds millennials are investing in products that both guarantee income and align with their values.
Trade Brains
OCTOBER 25, 2023
Force Motors Vs Olectra Greentech : As the automotive industry accelerates its transition towards a more sustainable and eco-friendly future, two prominent companies in the commercial vehicle sector have been at the forefront of this transformation. The companies we are talking about are Force motors and Olectra Greentech. In this article on Force Motors Vs Olectra Greentech, we compare the company, financials, ratios & see which one has better future plans.
Wealth Management
OCTOBER 25, 2023
Despite the downgrade, the ratings agencies believe the improved scale and synergies from Cetera’s Avantax acquisition will outweigh any additional leverage it will take on.
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
Carson Wealth
OCTOBER 25, 2023
By Beth Schanou, JD, CExP, Senior Wealth Planner Clients frequently ask whether they should leave their assets in a trust. My answer: It depends. If your net worth plus the death benefit of life insurance policies you own exceeds $13 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. But for most Americans, federal estate taxes will not be a major concern.
Wealth Management
OCTOBER 25, 2023
Highly functional teams leverage these year-end meetings to celebrate successes, learn from failures and set the stage for the year ahead.
Advisor Perspectives
OCTOBER 25, 2023
The relationship and the recent divergence between real rates and stock valuations is critical. Be ready for the historical trend to reassert itself.
Wealth Management
OCTOBER 25, 2023
These funds took in the most money over the past 30 days.
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.
Integrity Financial Planning
OCTOBER 25, 2023
Retirement is a golden period of life, brimming with opportunities for exploring new hobbies and revisiting old ones. Maybe you’re interested in exploring model trains. Maybe you’re looking to travel the world. This phase affords retirees the time and freedom to dive into activities that can enrich their lives both mentally and physically.
Wealth Management
OCTOBER 25, 2023
PE firms like KKR are gaining access to vast IRA wealth through Schwab and Fidelity.
A Wealth of Common Sense
OCTOBER 25, 2023
Today’s Animal Spirits is brought to you by YCharts and The College for Financial Planning: See here to learn more about how advisors use YCharts to save clients money on taxes See here to learn more about the Accredited Behavioral Financial Professional designation and here for a Master in Personal Financial Planning Email us at info@ritholtzwealth.com to set up an in-person meeting with us while in Charlotte!
Wealth Management
OCTOBER 25, 2023
But CEO Paul Reilly said the firm is seeing a significant number of large practices in the pipeline.
Speaker: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.
Calculated Risk
OCTOBER 25, 2023
From WardsAuto: October U.S. Light-Vehicle Sales Looking Good Despite Strike-Related Inventory Losses (pay content). Brief excerpt: Sales are showing surprising strength in October despite the inventory hits taken at Ford, GM and Stellantis from strike-related plant shutdowns. Still, industry inventory at the end of the month will be lower by an estimated 5% because of the shutdowns, and November deliveries will be negatively impacted, too, as the rest of the industry will not be in a strong pos
Wealth Management
OCTOBER 25, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
Calculated Risk
OCTOBER 25, 2023
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 1.0 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending October 20, 2023. The Market Composite Index, a measure of mortgage loan application volume, decreased 1.0 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
OCTOBER 25, 2023
The downgrade comes as investors wait for management to name a successor to James Gorman, who said in May he planned to step down in the next 12 months.
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.
MainStreet Financial Planning
OCTOBER 25, 2023
Don’t miss your window of opportunity to take full advantage of your employee benefits. There may also be benefits that you want to un-enroll from because you don’t plan on using the benefit in the coming year (ex. Legal Plan). Taking the time to plan for the coming year and adjusting benefits accordingly can help you save money! I suggest you make time early in the open enrollment period so you can dedicate ample time to making the best choices.
Validea
OCTOBER 25, 2023
By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the S&P 500. With over $230 billion in total assets, the SPDR Select Sector ETFs are considered the go-to funds for investors looking to make sector bets or investment allocations.
Wealth Management
OCTOBER 25, 2023
The firm in recent weeks began allowing clients to use its visual structuring product for credit derivatives.
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