Abnormal Returns
MAY 7, 2024
Markets Why TIPS are more attractive than nominal bonds at this point. (morningstar.com) Chinese stocks have badly underperformed for more than a decade. (sherwood.news) ETFs Just because somebody puts a strategy in an ETF wrapper doesn't mean you need to buy it. (rogersplanning.blogspot.com) Is there another class of investors able to push spot Bitcoin ETF adoption higher?
Nerd's Eye View
MAY 7, 2024
Welcome everyone! Welcome to the 384th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Hannah Provost. Hannah is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based in Plattsburgh, New York, that oversees approximately $150 million in assets under management for about 380 client households.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Abnormal Returns
MAY 7, 2024
Momentum Momentum matters, but its complicated. (alphaarchitect.com) Institutional investors drive same-weekday momentum. (papers.ssrn.com) Institutional Private equity is ripe for disruption. (papers.ssrn.com) Institutional benchmark manipulation is real. (caia.org) Households Don't dismiss household subjective expectation surveys. (papers.ssrn.com) Individuals don't understand the effect of inflation on the real value of their debt.
The Big Picture
MAY 7, 2024
The transcript from this week’s, MiB: Joanne Bradford, Domain Money , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Barry Ritholtz : This week on the podcast, I have an extra special guest.
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 7, 2024
One of my favorite pop culture developments in recent years is the famous person press tour. If you write a new book or have a new movie or TV show coming out, you have to talk to every outlet imaginable to sell your project. There is so much content and so much competition for our attention these days that even uber-successful people are forced to make the hard sell.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MAY 7, 2024
After nearly four months of steady outflows, Grayscale’s Bitcoin ETF broke its losing streak and posted its first net inflows since January. Several asset managers made moves to bolster their products targeting the private wealth channel. These are among the investment must reads we found this week for wealth advisors.
Investment Writing
MAY 7, 2024
Want to do a better job on your next quarterly commentary? You’ve finished your first-quarter commentary, but you have a nagging feeling you could have done a better job editing it. Check out the five-step process in my blog post on “ 5 steps for rewriting your investment commentary ”! Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” You might also enjoy “ Investment commentary nu
Wealth Management
MAY 7, 2024
The IBD filed a notice to appeal with the First Circut Court of Appeals after a Massachusetts federal judge ruled in favor of the Securities and Exchange Commission.
Alpha Architect
MAY 7, 2024
The following factor performance modules have been updated on our Index website. Global Factor Performance: May 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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 7, 2024
Thomas Hofstetter and Daniel Baron will join the Ohio-based DayMark, a Dynasty Financial Partners member firm managing about $2.5 billion in assets.
Random Roger's Retirement Planning
MAY 7, 2024
The ReturnStacked ETFs crew sat for a podcast that covered a lot of ground and I pulled out a couple of nuggets to write about. They talked a little bit about carry as an investment strategy and they have two funds coming out soon that include carry. One fund will be 100% stocks and 100% carry and the other will be 100% bonds and 100% carry. So like their other funds they will be leveraged.
Wealth Management
MAY 7, 2024
The planning provider has seen significant demand from advisors, contributing to the rollout of RightRisk.
Advisor Perspectives
MAY 7, 2024
A few years ago, I was speaking to financial advisors about saving, spending, financial well-being, and life well-being.
Advertisement
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 7, 2024
In the world, the United States has the most cities boasting millionaire residents, followed by China.
Million Dollar Round Table (MDRT)
MAY 7, 2024
By Crystal Washington, CSP We are living in a time of immense change and global growth. Social media and technology are part of the change. These can help you acquire clients if you’re aware of some of the trends in this area and understand what to keep your eye on. Here are a few areas of social media to consider: LinkedIn. When it comes to business networking, LinkedIn is the most socially centric, so it’s important to tweak your posting strategy at least once a month.
Wealth Management
MAY 7, 2024
Marshberry’s director of financial advisory services on how advisors navigate their growth trajectories.
Calculated Risk
MAY 7, 2024
From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. Total originated U.S. carloads averaged 212,221 per week in April 2024, down 6.5% from April 2023 and the second lowest weekly average for April in our records that go back to 1988. (April 2020 was lower.) Total carloads fell year over year each of the first four months of 2024.
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 7, 2024
The investments represent the highest reported position yet on spot bitcoin ETFs by an RIA.
Calculated Risk
MAY 7, 2024
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.
Wealth Management
MAY 7, 2024
The team, which has created Thimble Island Private Wealth, joins from Janney Montgomery Scott.
Advisor Perspectives
MAY 7, 2024
When each of my children was born, I had their application for a 529 college fund filled out, mailed, and funded with the first $100 before they were released from the hospital.
Advertisement
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
MAY 7, 2024
A look at the recent performance of private direct lending.
Calculated Risk
MAY 7, 2024
Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Tracking rents is important for understanding the dynamics of the housing market. For example, the sharp increase in rents helped me deduce that there was a surge in household formation in 2021 (See from September 2021: Household Formation Drives Housing Demand ).
Wealthfront
MAY 7, 2024
Today, we’re thrilled to introduce Wealthfront’s Automated Bond Ladder, an easy new way to earn a steady yield on your extra cash with zero state income taxes. Wealthfront’s Automated Bond Ladder invests in a portfolio of US Treasuries, which are exempt from state and local income taxes, so you can earn more—and keep more—than you […] The post Introducing Wealthfront’s Automated Bond Ladder appeared first on Wealthfront Blog.
Calculated Risk
MAY 7, 2024
Notes: This CoreLogic House Price Index report is for March. The recent Case-Shiller index release was for February. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: Northeast Continues to Lead US for Annual Home Price Gains in March, CoreLogic Reports • U.S. single-family home prices rose by 5.3% year over year in March , marking the 146th consecutive month of annual growth. • Over the next 12 months, year-over-year home price gains are p
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 7, 2024
These 20 funds took in the most money over the last 30 days.
Trade Brains
MAY 7, 2024
10 Best Crypto Brokers in the World: A reputable crypto broker is very important and essential for traders to have a profitable path without any glitches during trading hours. Look for one that is both dependable and easy to use. With a surge of timely traders and investors, cryptocurrency marketplaces are continually expanding. If you want to start trading cryptocurrencies, these are the top 10 brokers to check into as not all of them give the same degree of experience.
Wealth Management
MAY 7, 2024
This is Wealth Enhancement Group’s fourth transaction this year and its 18th location in California.
Expert insights. Personalized for you.
284 
Let's personalize your content