Abnormal Returns

NOVEMBER 28, 2023

Markets On the Magnificent 7 vs. Other 493 narrative. (investmenttalk.co) Investor sentiment is not reflecting much optimism. (allstarcharts.com) Strategy Buy bonds when real yields are high. (morningstar.com) The problem with jumping from strategy to strategy. (priceactionlab.com) Just because you can invest in something doesn't mean you should. (rogersplanning.blogspot.com) Companies Amazon ($AMZN) has launched its own AI chatbot.

Financial Advising 266

Financial Advising Advertising Economy Media 266

The Big Picture

NOVEMBER 28, 2023

My Two-for-Tuesday morning train reads: • In the Stock Market, Don’t Buy and Sell. Just Hold. There’s new evidence that market timing doesn’t work. Your odds of success are better if you just hang on and aim for average returns, our columnist says. ( New York Times ) see also The “Art” of Market Timing : Market timing is extremely difficult, very few people (if any) do it consistently well.

Economy 234

Economy Manufacturing Taxes Economics 234

Abnormal Returns

NOVEMBER 28, 2023

Market timing The research shows how hard it is to find a reliable market timing system. (papers.ssrn.com) Luck plays a big role in successful market calls. (ritholtz.com) Options Beware look ahead bias in option strategy tests. (papers.ssrn.com) Investors are attracted to covered call strategies for the wrong reason. (alphaarchitect.com) Alternatives How to distinguish among alternative risk premia.

Marketing 259

Marketing Marketing Investing Investments 259

Nerd's Eye View

NOVEMBER 28, 2023

Welcome back to the 361st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Tiboris. Peter is a Partner of Park Avenue Capital, an advisory firm affiliated with Northwestern Mutual based in New York City, that oversees $2.4 billion in assets under management for 1,377 client households. What's unique about Peter, though, is how he and his business partner have built up their firm through a combination of organic growth, and a series of mergers and acquisitio

Startup 210

Startup Financial Advisor Clients Management 210

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.

Accounting

The Reformed Broker

NOVEMBER 28, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Year End Rally – Choose your weapon – tech almost always leads bull markets. ►Calm Breaks Out – One man’s calm is another man’s euphoria?

Investing 161

Investing Investments Marketing Marketing 161

The Reformed Broker

NOVEMBER 28, 2023

The new online home of Ritholtz Wealth Management has (finally) arrived! It’s ironic that we’re a firm with ten content creators and all these big blogs but we’ve never really paid much attention to what our corporate site looks like or how it works. It was just always an afterthought. Until today. Our old site was fine. It just didn’t do anything for anyone.

Wealth Management 157

Wealth Management Clients Management 157

A Wealth of Common Sense

NOVEMBER 28, 2023

Some questions I’m pondering about the economy at the moment: 1. Why do people keep spending money if the economy is so terrible? We’re breaking records for holiday travel: And spending money on Black Friday like crazy: Granted, this is holiday travel and spending. It’s not the normal course of action. But just look at the inflation-adjusted spending for consumers on goods and services: Lots of people.

Economy 113

Economy 113

Alpha Architect

NOVEMBER 28, 2023

As pundits wrestle over the cause, implications, and sustainability of the recent massive moves in interest rates, I’ll instead delve into the two terms most often blamed for these shifts in rates: R-star and the Term Structure Premium. Unfortunately, what most want—a measure of them—is unknowable. But we can benefit from understanding the theories and models behind these terms.

Investing 110

Investing Investments 110

Wealth Management

NOVEMBER 28, 2023

Steven Schwarzman indicated Blackstone will be looking at real estate buying opportunities for data centers, warehouses and student housing across Europe, reported Bloomberg. CoStar warned that investors shouldn’t expect commercial real estate prices to bottom out in the near future.

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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.

Accounting

Walkner Condon Financial Advisors

NOVEMBER 28, 2023

What are I Bonds? I Bonds are a type of government savings bond issued by the United States Department of the Treasury. They are a low-risk investment vehicle designed to help individuals save money over the long term and protect from inflation. They are backed by the U.S. government, making them one of the safest investments available. How is the interest rate on I Bonds calculated?

Education 105

Education Risk Tolerance Taxes Financial Advisor 105

Wealth Management

NOVEMBER 28, 2023

Sassi Mizrahi was sentenced to more than seven years in prison after being found guilty of five counts of wire fraud related to helping his brother defraud at least 40 investors, according to the Justice Department.

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Dear Mr. Market

NOVEMBER 28, 2023

Dear Mr. Market: In the world of finance and investing, the passing of a visionary figure leaves an indelible mark on the landscape they helped shape. Today, we bid farewell to an icon, a man whose wisdom and wit transcended the realms of business and life itself. Charlie Munger, the renowned investor, philanthropist, right hand man of Warren Buffett and Vice Chairman of Berkshire Hathaway, passed away today, but his legacy endures through the profound insights he shared with the world.

Investing 86

Investing Investments Ethics Marketing 86

Wealth Management

NOVEMBER 28, 2023

With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investments to support an ambitious growth plan.

Retirement Planning 116

Retirement Planning Investing Investments Retirement 116

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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.

Accounting

Integrity Financial Planning

NOVEMBER 28, 2023

Working with a financial advisor is a big deal. In the same way a good doctor may know key aspects of your personal health, a good financial advisor will know the crucial aspects of your financial situation–all to help you improve your financial health and retirement longevity. That’s why it’s important to know what to expect when working with a financial advisor and understand where and how your advisor can improve your finances.

Financial Advisor 82

Financial Advisor Financial Planning Retirement Planning 82

Wealth Management

NOVEMBER 28, 2023

TD Bank’s newly appointed head of U.S. commercial real estate Hugh Allen notes the old adage: “You make your best loans in difficult times.

Banking 115

Banking Planning Marketing Marketing 115

Million Dollar Round Table (MDRT)

NOVEMBER 28, 2023

By Jenny Brown, CFP, FChFP Marketing and branding are about your public identity, or what others think of you and your business. Even your lack of an online presence speaks volumes about your branding. Perception matters in business. When you have a brand you’re proud of that authentically represents you, you attract lifelong clients who advocate for your business.

Clients 81

Clients CFP Media Marketing 81

Wealth Management

NOVEMBER 28, 2023

Envestnet's Brooks Friederich is leading the firm's model-portfolio division with 2,000 customized products from some 150 asset managers.

Portfolio 110

Portfolio Assets Management 110

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

Numbers

Calculated Risk

NOVEMBER 28, 2023

High-Cost Areas increase to $1,149,825. Here is the official announcement from the FHFA: FHFA Announces Conforming Loan Limit Values for 2024 The Federal Housing Finance Agency (FHFA) today announced the conforming loan limit values (CLLs) for mortgages Fannie Mae and Freddie Mac (the Enterprises) will acquire in 2024. In most of the United States, the 2024 CLL value for one-unit properties will be $766,550 , an increase of $40,350 from 2023.

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Wealth Management

NOVEMBER 28, 2023

The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers.

Accounting 113

Accounting Management 113

Calculated Risk

NOVEMBER 28, 2023

Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 3.9% year-over-year in September; New all-time High Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for September ("September" is a 3-month average of July, August and September closing prices). September closing prices include some contracts signed in May, so there is a significant lag to this data.

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Wealth Management

NOVEMBER 28, 2023

The acquisition of Daniels + Tansey adds advisory, investment and tax expertise to Creative Planning.

Planning 118

Planning Management Taxes Investing 118

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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.

Planning

Advisor Perspectives

NOVEMBER 28, 2023

The Federal Housing Finance Agency (FHFA) house price index (HPI) continued to increase in September, coming in at 414.8. U.S. house prices increased by 0.6% from the previous month and by 6.1% from one year ago. After adjusting for inflation, the real index is up 0.4% month-over-month and up 4.0% year-over-year.

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Wealth Management

NOVEMBER 28, 2023

In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation.

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Calculated Risk

NOVEMBER 28, 2023

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, Gross Domestic Product (Second Estimate) and Corporate Profits (Preliminary), 3rd Quarter 2023. The consensus is that real GDP increased 5.0% annualized in Q3, up from the advance estimate of 4.9% in Q3. • At 2:00 PM, the Federal Reserve Beige Book , an informal r

Banking 67

Banking Economics 67

Wealth Management

NOVEMBER 28, 2023

With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan.

Retirement Planning 98

Retirement Planning Investing Investments Retirement 98

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!

Management

Trade Brains

NOVEMBER 28, 2023

Instant Loan App Scam : Have you ever fallen prey to any instant loan app scams? In times of desperate need for money, people often ignore possible consequences in the search for a quick solution. Instant loan apps, which promise substantial loans and easy repayments, have become a go-to for those facing financial difficulties. Sadly, many people are falling prey to scams related to these instant loan apps and scammers are exploiting the weaknesses of people in lower income classes, women who do

Advertising 64

Advertising Banking Media Distribution 64

Wealth Management

NOVEMBER 28, 2023

Legal Editor Dawn S. Markowitz discusses this month's cover art.

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Trade Brains

NOVEMBER 28, 2023

Best Commodity Trading Courses in 2024 : Commodities are the basic essential materials of a good economy from which other by-products are manufactured. In this article, we explore some of the best commodity trading courses designed for beginners. By enrolling in one of these courses, you can enhance your skills, make informed decisions, and navigate the markets with confidence.

Certification 64

Certification Education Risk Management Management 64