Abnormal Returns
MAY 21, 2024
Markets The stock market is not rigged against the little guy. (awealthofcommonsense.com) Should stock market investors care about the coming election? (ofdollarsanddata.com) Why don't more people engage in probabilistic thinking? (behaviouralinvestment.com) Why does gold still have a hold on us? (unherd.com) Microsoft Windows had to die so Microsoft ($MSFT) could thrive.
A Wealth of Common Sense
MAY 21, 2024
Here’s a take from Dave Portnoy: A lot of people share these views. It’s the kind of thing that gets people riled up. The market is rigged! It’s one giant casino where the house always wins! That narrative tends to accompany stories like this: Investors who jumped into the latest online frenzy over shares of the struggling video game retailer lost $13.1 billion in just three days from the mania’s.
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Abnormal Returns
MAY 21, 2024
Debt How do private debt funds perform, post-fees and properly adjusted for risk? (papers.ssrn.com) Are 'fallen angels' still an opportunity? (morningstar.com) Retail A look at the performance of Seeking Alpha stock recommendations. (alphaarchitect.com) Don't discount the impact of stock market memes. (papers.ssrn.com) Retail traders pay attention to analyst revisions.
Nerd's Eye View
MAY 21, 2024
Welcome everyone! Welcome to the 386th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Dann Ryan. Dann is a Managing Partner of Sincerus Advisory, an RIA based in New York City, that oversees approximately $165 million in assets under management for nearly 150 client households. What's unique about Dann, though, is how he has channeled the anxiety of having imposter syndrome, which still causes him to be nervous before every client meeting (despite having 17 yea
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
MAY 21, 2024
The acquisitions of Wealth Management Solutions and Autumn Wind Asset Management represent Modern Wealth’s seventh and eighth transactions and bring its assets to over $3.7 billion.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MAY 21, 2024
The last half-decade was not good to these funds.
Investment Writing
MAY 21, 2024
Many investment and financial advisors have older clients who struggle with decluttering as they prepare to downsize. I picked up some useful ideas from a session presented by Matt Paxton, the host of the PBS program Legacy List and the author of a book that had the same title as his presentation, Keep the Memories, Lose the Stuff: Declutter, Downsize, and Move Forward with Your Life.
Wealth Management
MAY 21, 2024
A new report from J.P. Morgan Asset Management examines how different ratios of public to private real estate holdings affect returns and volatility.
Advisor Perspectives
MAY 21, 2024
Losing a sale comes not from failing to educate your prospect on the complexities of their situation. It comes from failing to simplify their problem.
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.
Wealth Management
MAY 21, 2024
Also, Sanctuary Wealth appoints Robert Coppola as chief technology officer, DriveWealth hires new executives and Commonwealth Financial Network partners with iCapital.
Calculated Risk
MAY 21, 2024
Today, in the Calculated Risk Real Estate Newsletter: Single Family Built-for-Rent Up 20% Year-over-year in Q1 A brief excerpt: Along with the monthly housing starts report for April released last week, the Census Bureau also released Housing Units Started by Purpose and Design through Q1 2024. The first graph shows the number of single family and multi-family units started with the intent to rent.
Wealth Management
MAY 21, 2024
After 17 years with Merrill, Oklahoma City-based advisors Alain Verhille and James S. Wood are launching Auctus Legacy Private Wealth Management under LPL's employee model for high-net-worth-focused advisors.
Trade Brains
MAY 21, 2024
Upside Tasuki Gap Candlestick Pattern: Traders rely on technical analysis to predict the future movement of the price in the stock to earn profits. The technical analysis comprises multiple methods from candlestick patterns and chart patterns to indicators. Candlestick patterns are derived from historical reactions of price and used to predict future movement.
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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.
Wealth Management
MAY 21, 2024
What are the risks you need to discuss with your clients?
Advisor Perspectives
MAY 21, 2024
The goal that was so theoretical in my 20’s had become a reality in my 60’s. I had become financially independent by investing in real estate.
Wealth Management
MAY 21, 2024
Schultze Asset Management's George Schultze discusses distressed investing.
Million Dollar Round Table (MDRT)
MAY 21, 2024
By Matt Pais, MDRT Content Specialist On a recent vacation, Angelia Z. Shay, CLU, ChFC , noticed her two travel mates doing something that was entirely contrary to the purpose of the trip: They were working. “We were supposed to have gone to have time away; the two other girls were constantly in their email and on their phone,” the 24-year MDRT member from Ashland, Virginia, said.
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
Wealth Management
MAY 21, 2024
A cornerstone in strategic planning to optimize clients’ financial legacies.
Advisor Perspectives
MAY 21, 2024
To say that inflation data during the first quarter of the year surprised us and the markets is clearly an understatement and by Tuesday of this week, with the higher-than-expected Producer Price Index (PPI) print for April, markets were clearly on edge as they were also potentially expecting a higher reading for the Consumer Price Index (CPI) on Wednesday.
Wealth Management
MAY 21, 2024
The best of both worlds.
Advisor Perspectives
MAY 21, 2024
Inflation data has continued to fuel uncertainty about when the Federal Reserve will begin to cut interest rates. It's a question with global implications.
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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.
XY Planning Network
MAY 21, 2024
Advisors relying on the Internet Adviser Exemption to qualify for SEC registration should confirm they continue to meet the requirements under the amended exemption. Since its approval by the SEC in 2002, the Internet Adviser Exemption has gained increasing popularity and interest among advisers as a possible path to SEC registration, especially if the adviser may not otherwise qualify for federal registration.
Wealth Management
MAY 21, 2024
How high-net-worth families can provide long-term legacy and governance solutions.
Advisor Perspectives
MAY 21, 2024
This series has been updated to include the April release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $50,264, down 7.8% from over 50 years ago. After adjusting for inflation, hourly earnings are below their all-time high from April 2020.
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!
Wealth Management
MAY 21, 2024
Trending Topics Regarding The SECURE 2.0 Act.
Advisor Perspectives
MAY 21, 2024
While the impact of current AI systems is already proving disruptive, an even more seismic shift may lie on the horizon: the possibility of artificial general intelligence (AGI) reaching or surpassing human-level intelligence.
Wealth Management
MAY 21, 2024
Four ways to add strategic value.
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