Abnormal Returns
MAY 10, 2024
The biz How the Acquired podcast became a favorite in the business world. (wsj.com) Scott Galloway is launching a new finance-focused podcast. (semafor.com) Business Rick Buhrman and Paul Buser talk with Mitch Rales, co-founder of Danaher Corp. (joincolossus.com) Derek Thompson talks with Gideon Lewis-Kraus about the prospects for eVTOLs. (theringer.com) Josh Brown and Michael Batnick talk all things Hollywood with Matt Belloni.
Nerd's Eye View
MAY 10, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0) could save retirement plan participants $55 billion over the next 10 years (due to an expectation of more low-cost fees being offered in plans) and those rolling over workplace plans into IRAs to purchase annuities another $32.5 bill
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Abnormal Returns
MAY 10, 2024
Markets Picking 30 companies for the Dow Jones Industrial Average isn't easy in a dynamic economy. (wsj.com) The stock market doesn't love high inflation. (klementoninvesting.substack.com) Apple Apple ($AAPL) is in a tough spot. (om.co) Apple ($AAPL) may be late in AI, but don't count them out. (barrons.com) If Apple ($AAPL) is no longer the world's biggest brand, what is?
The Big Picture
MAY 10, 2024
This week, we speak with Jim O’Shaughnessy, founder and CEO of O’Shaughnessy Ventures. He is also chairman of the board at Stability AI. He is the host of the Infinite Loops podcast and the author of How to Retire Rich , Invest Like the Best , and Predicting the Markets of Tomorrow. We discuss how the book What Works on Wall Street set the tone for his entire career as a quant.
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.
A Wealth of Common Sense
MAY 10, 2024
I saw the following headline earlier this week: I didn’t even need to read the actual article to know what the message would be. The tell here was the term ‘veteran forecaster’ In finance-speak, veteran forecaster can be translated to mean someone who is supremely confident in their predictions but almost always wrong. It has to be this way because forecasters are so unreliable.
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Trade Brains
MAY 10, 2024
Bearish Engulfing Candlestick Pattern: Technical analysts rely heavily on chart and candlestick patterns to conduct comprehensive analyses of stock prices and accurately predict their future movements. Each pattern formed in the market has a clear and justified reason behind its formation and indicates the market’s direction. Here in this article, we shall discuss a two-candlestick pattern called the bearish engulfing candlestick pattern with its meaning, formation, indication, and how to
Advisor Perspectives
MAY 10, 2024
In the US stock market, investors have been conditioned to hold onto their winners. The Magnificent Seven were so-named because most of them — both individually and collectively — have delivered consistently extraordinary returns for a decade or so.
Random Roger's Retirement Planning
MAY 10, 2024
John Authers' column the other day was titled It's Dangerous To Stay Out Of Stocks. I think that is consistent to the conversations we have about stocks being the thing that goes up the most, most of the time. An investor needing something close to equity market returns for their financial plan to work needs something of a "normal" allocation to equities.
Wealth Management
MAY 10, 2024
At its inaugural investor forum for the RIA community, the firm presented its vision of playing a bigger role as an advisor to RIA practitioners.
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
MAY 10, 2024
Solo Agers are adults making decisions about their future independently. You might be a solo ager if you are: An individual or couple with no children An individual who never married, or had children An individual living alone since the death or divorce of a spouse or partner An individual or couple whose relatives live far away or are estranged Solo aging is very common and on the rise.
Wealth Management
MAY 10, 2024
This new wave of 'RIA breakaways' is feeling the pushes and pulls of an evolving industry.
Advisor Perspectives
MAY 10, 2024
Consumer sentiment fell to a 6-month low in May according to the preliminary report for the Michigan Consumer Sentiment Index. The index fell 9.8 points (-12.7%) to 67.4 from the April final. The latest reading was below the forecast of 76.0.
Wealth Management
MAY 10, 2024
Raising concerns that in their aggressive hunt for higher yields, they may be discounting some pitfalls.
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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.
Advisor Perspectives
MAY 10, 2024
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 April 26th, the index was at 18.279, up 1.103 from the previous week, with 5 of the 6 components in expansion territory.
Wealth Management
MAY 10, 2024
Based in Los Angeles, Eric Gray and Lance Polverini specialize in ultra-high-net-worth clients.
Calculated Risk
MAY 10, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-May 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 April 2024 Monthly Housing Market Trends Report showing new listings were 12.2% year-over-year in April.
Wealth Management
MAY 10, 2024
The deal adds to AITi’s recent moves aimed at expanding its scale and entering new markets to serve UHNW clients.
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
Calculated Risk
MAY 10, 2024
From Goldman: We boosted our Q 2 GDP tracking estimate by 0.1pp to +3.4% (qoq ar) and left our domestic final sales estimate unchanged at +2.7%. [May 7th estimate] emphasis added And from the Altanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the second quarter of 2024 is 4.2 percent on May 8, up from 3.3 percent on May 2.
Wealth Management
MAY 10, 2024
The debate at the conference reflects a broader dispute taking place across corporate America over the role of DEI.
Calculated Risk
MAY 10, 2024
From STR: U.S. hotel results for week ending 4 May U.S. hotel performance showed mixed results from the previous week, according to CoStar’s latest data through 4 May. 28 April through 4 May 2024 (percentage change from comparable week in 2023): • Occupancy: 64.4% (-0.8%) • Average daily rate (ADR): US$159.97 (+1.3%) • Revenue per available room (RevPAR): US$103.09 (+0.5%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average.
Wealth Management
MAY 10, 2024
CI Financial's U.S. debt obligations should be satisfied by Jan. 2025, according to CEO Kurt MacAlpine during a Q1 earnings call.
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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.
Advisor Perspectives
MAY 10, 2024
The S&P 500 posted its third straight weekly gain for the first time since early February. The index is currently up 10.12% year to date and now sits 0.60% below its record close from March 28, 2024.
Wealth Management
MAY 10, 2024
LPL Financial prioritizes tech to aid advisors, focusing on AI and scaling in 2024.
Covisum
MAY 10, 2024
Stay informed with the latest updates on the 2024 Social Security Trustees Report and Benefit Cut Scenario, including estimates for trust fund depletion and potential benefit cuts.
Advisor Perspectives
MAY 10, 2024
On the heels of Apple’s latest earnings report, the Wall Street Journal published an article titled “Apple is Buffett’s Best Investment,” which discusses how Apple became an oversized investment of Warren Buffett’s company, Berkshire Hathaway.
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!
NAIFA Advisor Today
MAY 10, 2024
In the complex world of financial planning, life insurance remains fundamental. However, the traditional view of life insurance as merely a safety net is evolving, especially when it comes to enhancing charitable giving strategies. We invite you to join our us on Tuesday, June 4, 2024, from 12:00 pm to 1:00 pm Eastern. This webinar is made available at no cost to both NAIFA members and non-members, thanks to the generous sponsorship by the American Cancer Society.
Sara Grillo
MAY 10, 2024
What’s the best way for a financial advisor to network: virtually or in person? Question from a subscriber: “Some of these in person networking groups cost $3,000. Am I better off just doing online networking?” The advantage of in person networking is that it can cause you to make progress faster because the ability to interpret someone’s body language is a primal need we have in order to trust them.
Your Richest Life
MAY 10, 2024
Americans will be traveling in record numbers this summer, and they plan to do it on a budget. According to NerdWallet’s 2024 summer travel survey , about 45 percent of Americans will be booking a flight or a hotel stay this summer. Of those, about 91 percent of travelers will be making travel decisions to save money, like driving instead of flying or choosing more affordable accommodations.
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