Abnormal Returns
JUNE 12, 2024
Podcasts Barry Ritholtz talks with Larry Swedroe about avoiding distractions. (ritholtz.com) Katie Gatti Tassin talks with Katy Song of Domain Money about how to break up with your financial advisor. (podcast.moneywithkatie.com) Thomas Kopelman and Jacob Turner talk about finding your enough. (podcasts.apple.com) Sam Parr talks with the owner of a 24,000 square foot house.
Nerd's Eye View
JUNE 12, 2024
Financial advisors, as professionals whose clients rely on their advice to make financial decisions, are legally and financially responsible for the advice that they give. For example, if an advisor recommends an investment that prioritizes the commission they would receive rather than any benefit the client would derive from it, they could incur fines and sanctions for violating their fiduciary duty as an advisor.
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Abnormal Returns
JUNE 12, 2024
Markets Momentum thrusts have to burn out at some point. (mrzepczynski.blogspot.com) Nothing compares to the Nasdaq Internet bubble. (theirrelevantinvestor.com) Strategy Small advantages, consistently applied compound over time. (fortunesandfrictions.com) How to use TIPS in your portfolio. (morningstar.com) Health Why Eli Lilly's ($LLY) Alzheimer's treatment is controversial.
Calculated Risk
JUNE 12, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 15.6 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending June 7, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 15.6 percent on a seasonally adjusted basis from one week earlier.
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.
Wealth Management
JUNE 12, 2024
Open, honest and candid discussion about May's job numbers, managed accounts lawsuits, OneDigital and a 'second' golden age for the 401(k) industry.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JUNE 12, 2024
The chief investment officers for T. Rowe Price and Schwab Asset Management discussed disconnects between how RIAs and retail investors view current opportunities.
A Wealth of Common Sense
JUNE 12, 2024
Today’s Animal Spirits is brought to you by Nasdaq and Fabric: See here for more information on Nasdaq’s ETF ecosystem Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: Daily TSA travel data still strong The loneliness of the American worker Why the recession still isn’t here Americans have more investment income than e.
Random Roger's Retirement Planning
JUNE 12, 2024
Bloomberg had a longish writeup about quantitative investment strategies or QIS. The very basic idea seems to be that it is in the neighborhood of being strategy replication. From the article, QIS are usually structured products or swaps that target risk premia with the following list of different strategies provided in the article. Risk premia is a fancy term often ascribed to alternative strategies.
Wealth Management
JUNE 12, 2024
Significant demographic shifts amongst those who hold wealth in the US illuminate an opportunity for financial firms to position themselves ahead of the curve.
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
JUNE 12, 2024
Let's do some analysis of the Consumer Price Index, the best-known measure of inflation. The Bureau of Labor Statistics (BLS) divides all expenditures into eight categories and assigns a relative size to each. The pie chart illustrates the components of the Consumer Price Index for Urban Consumers, the CPI-U.
Calculated Risk
JUNE 12, 2024
Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned when services less rent of shelter was up around 8% year-over-year. This declined, but has turned up recently, and is now up 5.0% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through May 2024.
Advisor Perspectives
JUNE 12, 2024
The Consumer Price Index for Urban Consumers (CPI-U) released for May puts the year-over-year inflation rate at 3.27%. The latest reading keeps inflation below the 3.74% average since the end of the Second World War for the 12th straight month. However, inflation remains above the 10-year moving average which is now at 2.81%.
Wealth Management
JUNE 12, 2024
Trust & Will's Andrew Mazabel discusses what's at stake for advisors that don't offer estate planning as a service.
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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.
Trade Brains
JUNE 12, 2024
ITC: ITC, with a legacy spanning over a century, has been a stalwart since its establishment on August 24, 1910. Originating as a tobacco and cigarette manufacturer, the company has evolved significantly. It now encompasses a wide array of sectors including hotels, paperboards, FMCG, packaging, and agribusiness. ITC Hotels, the company that brought meaning to the phrase “responsible luxury,” has announced its demerger.
Wealth Management
JUNE 12, 2024
The former Key Client Group has 10 financial professionals across the country and establishes footholds for Summit Trail in Portland, Ore. and Denver.
Calculated Risk
JUNE 12, 2024
From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) was unchanged in May on a seasonally adjusted basis, after rising 0.3 percent in April, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 3.3 percent before seasonal adjustment. More than offsetting a decline in gasoline, the index for shelter rose in May, up 0.4 percent for the fourth consecutive month.
Wealth Management
JUNE 12, 2024
Envestnet's Dana D'Auria discusses what the driving forces are behind this shift to personalized investments and what they look like.
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
Advisor Perspectives
JUNE 12, 2024
Inflation cooled for a second straight month in May. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index fell to 3.3% year-over-year while core CPI cooled to 3.4%. Both readings were lower than their respective forecasts.
Wealth Management
JUNE 12, 2024
TIFIN's founder discusses the opportunities and challenges AI presents and the importance of adaptability for achieving success.
Advisor Perspectives
JUNE 12, 2024
Consider toning your prospecting efforts by prioritizing referrals and integrating them into your broader strategy for sustainable growth.
Wealth Management
JUNE 12, 2024
Four key considerations for advisors regarding Medicare.
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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
JUNE 12, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-June 2024 A brief excerpt: This 2-part overview for mid-May provides a snapshot of the current housing market. I always like to start with inventory, since inventory usually tells the tale ! Here is a graph of new listing from Realtor.com’s May 2024 Monthly Housing Market Trends Report showing new listings were up 6.2% year-over-year in May.
Wealth Management
JUNE 12, 2024
The funding will be put toward research and development, hiring and enhancements to data quality.
Advisor Perspectives
JUNE 12, 2024
A planner using a fee-offset model sets an annual fixed fee for their services. Then any commissions earned from the sale of products, usually insurance products, are credited back to the client, offsetting and reducing the annual fee by the amount of the commission.
Wealth Management
JUNE 12, 2024
LPL executives Anna Howard and Kimberly Sanders are both highly accomplished leaders in wealth management.
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
JUNE 12, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 226 thousand initial claims, down from 229 thousand last week. • Also at 8:30 AM, The Producer Price Index for May from the BLS. The consensus is for a 0.2% increase in PPI, and a 0.3% increase in core PPI.
Wealth Management
JUNE 12, 2024
Sound Income Strategies CEO David Scranton describes why growth might not be the only goal of clients nearing retirement.
Advisor Perspectives
JUNE 12, 2024
When JPMorgan Chase & Co. arranged a series of trades to shift the risk of losses from $20 billion of its loans, some of those dangers wound up at a familiar place: rival banks.
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