Abnormal Returns
AUGUST 19, 2024
Markets There is big difference between politics and policies when it comes to investing. (optimisticallie.com) 20 pandemic darlings that have yet to rebound. (investmenttalk.co) Companies Couche-Tard seeks to buy US$31 billion owner of 7-Eleven stores (bnnbloomberg.ca) Why Carl Icahn and Icahn Enterprises ($IEP) just settled with the SEC. (ft.com) How the cannabis landscape is changing.
Calculated Risk
AUGUST 19, 2024
Altos reports that active single-family inventory was up 0.8% week-over-week. Inventory is now up 41.4% from the February seasonal bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of August 16th, inventory was at 698 thousand (7-day average), compared to 693 thousand the prior week. This is the highest level of inventory since June 2020 ; however, inventory is still well below pre-pandemic levels.
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Abnormal Returns
AUGUST 19, 2024
Podcast Jim Dahle talks with Michael Kitces talk about the state of the financial planning business. (whitecoatinvestor.com) Daniel Crosby talks with Charles Eckhart, co-founder of Cathexis Group, about family wealth dynamics. (standarddeviationspod.com) Advisor tech VCs are betting big that Savvy Wealth can use AI to upend the RIA business model. (riabiz.com) Vanilla raised another round of capital.
Nerd's Eye View
AUGUST 19, 2024
Founding owners of financial advisory firms often spend much of their time focusing on the short-term aspects of running their business, from providing high-quality client service to pursuing client growth. Which means that longer-term projects, such as creating a succession plan to have in place for the firm when the owner retires, may tend to get put on the back burner.
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
AUGUST 19, 2024
Adding the Virginia and Pennslyvania-based Agili to CW Advisors will boost the combined firm to 11 offices nationwide, with 113 employees and $10 billion in AUM.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
YouSet Insurance
AUGUST 19, 2024
YouSet, a Canadian startup, today announces it has raised an oversubscribed seed-stage investment round of $3.5 million.
Wealth Management
AUGUST 19, 2024
Creative ways to maximize the impact of private foundation distributions.
Advisor Perspectives
AUGUST 19, 2024
While high rates can make borrowing costlier and slow down housing markets, they also open favorable opportunities in financial products like annuities. In other words, annuities are back and stronger than ever before!
Wealth Management
AUGUST 19, 2024
Advisors are being asked to go beyond the Triple Fs as convergence continues to gain traction.
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.
A Wealth of Common Sense
AUGUST 19, 2024
Today’s Talk Your Book is brought to you by Jensen Investment Management: See here to learn more about Jensens Quality Growth ETF On today’s show, we discuss: What quality means to Jensen Why META is not in the Quality growth strategy Thoughts on AI and tech bubbles How Jensen thinks about valuation Sectors Jensen is excited about for the long-term How higher interest rates affected Jensen’s discounted.
Wealth Management
AUGUST 19, 2024
IMSS founder and CEO Trisha O'Donnell details how asset managers can market their strategies to stand out from the crowd.
Carson Wealth
AUGUST 19, 2024
Best Week of the Year The S&P 500 bounced back with its best week of the year, as recession fear once again was seemingly overblown We remain in a bull market, but expect more potential volatility over the coming months heading into the election Retail sales surprised strongly to the upside showing the consumer still has a lot of staying power as the engine of the expansion.
Alpha Architect
AUGUST 19, 2024
The authors effectively argue the case for intrinsic value and DCF based approaches to building Value factor strategies. The traditional value measures, especially the book-to-market ratio, are described as ineffective in today's market environment. Fixing the poor performance of the book-to-market ratio was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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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.
Wealth Management
AUGUST 19, 2024
The challenges and solutions for attracting and retaining the next generation of high-net-worth clients.
XY Planning Network
AUGUST 19, 2024
Transitioning from a solo operation to a dynamic team can be a game-changer for boutique financial planning firms. But with growth comes the challenge of building a cohesive team and managing turnover. The key to overcoming these hurdles is intentionally defining and nurturing your firm’s culture. In this blog, we’ll explore how a well-defined culture enhances employee engagement and satisfaction and directly impacts your bottom line.
Wealth Management
AUGUST 19, 2024
In its annual “Mind the Gap” study, Morningstar found that average investors lose out on 15% of the fund returns.
Clever Girl Finance
AUGUST 19, 2024
Having a baby is undoubtedly one of life’s most thrilling experiences! You’re not just welcoming a new member into your family, but you’re also stepping into a whole new lifestyle with different routines and, of course, new financial responsibilities. Let’s face it: babies are expensive. From diapers to daycare, there are plenty of costs to consider.
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
AUGUST 19, 2024
Icahn is being fined $500,000 and Icahn Enterprises LP will pay $1.5 million related to insufficient disclosure of how IEP units were pledged as collateral against his personal margin loans.
Calculated Risk
AUGUST 19, 2024
Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic. The following graphs are for inbound and outbound traffic at the ports of Los Angeles and Long Beach in TEUs (TEUs: 20-foot equivalent units or 20-foot-long cargo container).
Financial Symmetry
AUGUST 19, 2024
Roth IRAs offer exceptional financial benefits for those who take advantage of them. A recent study found that just 1 in 4 households in the United States hold Roth IRAs; which represents about 1.4 trillion dollars. To refresh your memory, … Continued The post High Income, No Problem: Roth IRA Tips for the Win appeared first on Financial Symmetry, Inc.
Calculated Risk
AUGUST 19, 2024
I'll be out of contact until Sept 5th. The key housing reports over the next two weeks are existing home sales on Thursday, New Home sales on Friday, and the Case-Shiller house price index next Tuesday. Best to all!
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Advisor Perspectives
AUGUST 19, 2024
Six of our eight indexes on our world watch list have posted gains through August 19th, 2024. The U.S.'s S&P 500 finished in the top spot with a YTD gain of 18.25%. India's BSE SENSEX finished in second with a YTD gain of 11.87% while Tokyo's Nikkei 225 finished in third with a YTD gain of 11.73%.
Calculated Risk
AUGUST 19, 2024
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in July and 3rd Look at Local Housing Markets A brief excerpt: From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 3.96 million in July , up 1.8% from June’s preliminary pace but down 2.2% fro
Advisor Perspectives
AUGUST 19, 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 August 9th, the index was at 17.062, down 1.015 from the previous week, with 4 of the 6 components in expansion territory.
Tobias Financial
AUGUST 19, 2024
Estate planning is a critical component of a successful financial strategy. Whether you’ve been putting off your estate plan for years or you’re considering an update due to changes in your family circumstances, it’s essential to keep your plan current. No matter your situation, it’s important to review your estate plan regularly.
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!
Advisor Perspectives
AUGUST 19, 2024
Investors including JPMorgan Asset Management, M&G Investments and Aviva Investors say they seized on the retreat in riskier assets at the start of the month to bolster their holdings of emerging-market bonds.
NAIFA Advisor Today
AUGUST 19, 2024
Stay ahead in the financial industry with NAIFA's Apex conference! Explore AI's impact on insurance and financial services, practice transformation, and more. Don't miss out on this can't-miss event.
Random Roger's Retirement Planning
AUGUST 19, 2024
Let's follow up on Part 1. In that post we looked at a form of barbelling equity exposure to get full equity like returns from a smaller, more volatile holding. In the blog post we considered roughly a 30% weighting to a private equity manager stock. We tried three different stocks in this manner and the results across all three were very similar. I tried to recreate the effect with a couple of broad based funds that often have higher volatility but didn't have luck making it work.
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