Abnormal Returns
NOVEMBER 10, 2023
Strategy The 40 of the 60/40 portfolio is finally earning people something. (awealthofcommonsense.com) There's still no sign of a turn in the trend favoring U.S. vs. international equities. (allstarcharts.com) The case for bonds. (blogs.cfainstitute.org) Energy Solar panel manufacturing is finally on the rise in the U.S. (nytimes.com) Why the cancellation of the NuScale, small modular reactor, project is such a bummer.
The Reformed Broker
NOVEMBER 10, 2023
OK, we’re trying something new next week for registered financial advisors only. It’s a brand new show we’ve created and you can be there virtually to watch the pilot episode live. As an advisor, you’re going to spend time, money and energy implementing new technology and asset management solutions into your practice. You may as well get good at it.
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Abnormal Returns
NOVEMBER 10, 2023
Economy Kyla Scanlon talks with David Dayen about the gap between the economy and consumer sentiment. (youtube.com) Justin Carbonneau and Jack Forehand talk all things macro with 3Fourteen Research founders Warren Pies and Fernando Vidal. (youtube.com) Business Matt Reustle talks with Staley Cates about the history of FedEx ($FDX). (joincolossus.com) Jordan Harbinger talks with Chris Miller author of "Chip War: The Fight for the World's Most Critical Technology.
The Reformed Broker
NOVEMBER 10, 2023
On episode 117 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Callie Cox and Malcolm Ethridge to discuss: market sentiment, Robinhood earnings, Warren Buffett and his cash, interest rates, the yield curve, recession calls, weight loss drugs, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
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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.
The Big Picture
NOVEMBER 10, 2023
I was recently asked how many Masters in Business guests have won a Nobel Prize. The list appears to be mostly (but not exclusively) behavioral finance types; here is the short-list of laurates, plus a few related columns of Nobel Winners: Danny Kahneman on Noise (May 15, 2021) Paul Krugman on Zombie Ideas (February 15, 2020) Gene Fama (with David Booth) on Efficient Markets (November 9, 2019) Michael Spence, on the Dynamics of Information Signaling (October 26, 2019) Robert Shiller on Narrative
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Big Picture
NOVEMBER 10, 2023
My end-of-week morning train WFH reads: • What the US got right that Europe did not : America’s post-pandemic recovery has left Europe in the dust. ( Financial Times ) • The Land Where Inflation Is Good News : Food and energy price increases triggered by the pandemic and the Ukraine war are helping end the long, bleak era of Japanification. ( Wall Street Journal ) • The Real Reason So Many Asset Managers Are Struggling in China : The world’s second-biggest economy has its own rules of engagement
Wealth Management
NOVEMBER 10, 2023
What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?
A Wealth of Common Sense
NOVEMBER 10, 2023
Boring old money market funds are the hottest thing in fund flows this year. Just look at the massive amount of money that has poured into these things: There’s a good reason these funds saw stagnating asset growth in the 2010s — there was no yield. Now there is. Bloomberg’s Eric Balchunas and Jeff Seyffart show how banks and fund companies across the board are vacuuming up money now that money market f.
Wealth Management
NOVEMBER 10, 2023
Many individual investors have seen the value of their holdings drop, and are looking to bail out, drawing hedge funds.
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
NOVEMBER 10, 2023
From the MBA: Mortgage Delinquencies Increase in the Third Quarter of 2023 The delinquency rate for mortgage loans on one-to-four-unit residential properties increased to a seasonally adjusted rate of 3.62 percent of all loans outstanding at the end of the third quarter of 2023 , according to the Mortgage Bankers Association’s (MBA) National Delinquency Survey.
Wealth Management
NOVEMBER 10, 2023
Adopting an advice-centric engagement model places the decision-making authority squarely in the hands of those with the most vested interest—the clients themselves.
Calculated Risk
NOVEMBER 10, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Due to changes at the CDC, weekly cases are no longer updated. For deaths, I'm currently using 3 weeks ago for "now", since the most recent two weeks will be revised significantly. Hospitalizations have more than doubled from a low of 5,150 in June 2023, but have declined over the last few weeks.
Wealth Management
NOVEMBER 10, 2023
Trevor Hicks, chief technology officer at Wetherby Asset Management and Laird Norton Wealth Management, provides an honest assessment of the technology tools used by the $14 billion AUM firms to work with clients and drive business.
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
Advisor Perspectives
NOVEMBER 10, 2023
Consumer sentiment fell to a six month low in November according to the preliminary report for the Michigan Consumer Sentiment Index. The index came in at 60.4, down 3.4 points (-5.3%) from the October final. This morning's reading was below the forecast of 63.7.
Wealth Management
NOVEMBER 10, 2023
A host of ‘strategic’ hires and promotions were announced this week, as firms continue to focus on growth.
Calculated Risk
NOVEMBER 10, 2023
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in October A brief excerpt: NOTE: Starting next month, I’ll add some comparisons to 2019 (pre-pandemic)! This is the second look at several early reporting local markets in October. I’m tracking about 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas.
Wealth Management
NOVEMBER 10, 2023
Advisor attrition dropped by 30% in the quarter to 4.5%, the company announced.
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.
Calculated Risk
NOVEMBER 10, 2023
From BofA: Overall, data since our last weekly publication pushed up our 3Q US GDP tracking estimate from 5.1% q/q saar to 5.2% q/q saar. [W]e will start our 4Q US GDP tracker with the retail sales print [Nov 10th] emphasis added From Goldman: We boosted our past-quarter GDP tracking estimate for Q3 to +5.2% and left our Q4 GDP tracking estimate unchanged at +1.6%.
Wealth Management
NOVEMBER 10, 2023
Hightower, Robertson Stephens, Wealth Enhancement Group, Hub International and Sikitch all announced M&A deals this week.
Advisor Perspectives
NOVEMBER 10, 2023
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of October 27th, the index was at 7.007, down 3.512 from the previous week.
Wealth Management
NOVEMBER 10, 2023
Advisor attrition dropped by 30% in the quarter to 4.5%, the company announced.
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.
Trade Brains
NOVEMBER 10, 2023
Fundamental Analysis of Castrol India : The world of Automotive Engineering is filled with numerous mechanical parts. When we fire up a vehicle’s engine, these parts move in tandem at super high speed generating a lot of friction as they rub against each other. This generates a lot of heat, which could eventually lead to wear & tear on your machine.
Wealth Management
NOVEMBER 10, 2023
AllianceBernstein is offering funding to lenders — enabling the banks to keep their most prestigious clients sweet — in return for a cut of the fees and access to their client contact books.
Advisor Perspectives
NOVEMBER 10, 2023
The S&P 500 rose for a second consecutive week, finishing Friday up 1.3% from the previous week. The index has now posted daily gains for 7 of the 8 trading days in November thus far. The index is currently up 15.46% year to date and is 7.95% below its record close from January 3, 2022.
Wealth Management
NOVEMBER 10, 2023
With nearly 40 ETFs, and thanks to inflows and fund conversions, Dimensional is among the top 10 largest US issuers in the $7.3 trillion industry.
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.
Brown Advisory
NOVEMBER 10, 2023
Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Fri, 11/10/2023 - 13:26 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing across a wide range of its equity and fixed income strategies. We firmly believe that there does not have to be a trade-off between strong performance and investments that seek to address society’s environmental and social challen
Validea
NOVEMBER 10, 2023
In this episode, we speak with 3Fourteen Research founders Warren Pies and Fernando Vidal. We discuss 3Fourteen’s systematic macro process and how they are using it to analyze the current challenging environment. We also cover a wide range of macro topics, including the importance of the duration of treasury issuance, Fed policy, the changing correlation dynamics of stocks and bonds, their unique drawdown prediction model and their outlook for housing.
Steve Sanduski
NOVEMBER 10, 2023
RIA owners often tell me how frustrated they are that the associate advisors at their firms avoid business development work and seem to plateau. Despite giving their associate advisors opportunities, leads, referral strategies, and help crafting business development plans, they rarely see big results from all that motivating, inspiring, and yes, cajoling.
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