The Big Picture
NOVEMBER 15, 2024
This week, we speak with Colin Camerer , Robert Kirby Professor of Behavioral Finance and Economics at California Institute of Technology. Prior to joining Caltech in 1994, Camerer was a faculty member at various institutions including the University of Chicago GSB and the Kellogg Graduate School of Business at Northwestern University, and held a visiting professorship at Oxford University.
Nerd's Eye View
NOVEMBER 15, 2024
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits. The study also looked at what “high performing” firms are doing differently than their peers, finding that these firms have a higher close rat
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Abnormal Returns
NOVEMBER 15, 2024
Markets The equity risk premium has fallen. (mrzepczynski.blogspot.com) The S&P SmallCap 600 index is 30 years old. (spglobal.com) Finance Elon Musk's xAI and SpaceX are getting a valuation boost. (ft.com) Is private credit in a bubble? (alphaarchitect.com) How the activist short selling ecosystem works. (on.ft.com) Fund management 2024 could see $1 trillion in U.S.
A Wealth of Common Sense
NOVEMBER 15, 2024
Politicians don’t control the stock market. When stocks go up presidents get too much credit and when they go down they get too much blame. It’s mostly circumstantial depending on the timing of cycles and such. But the markets move faster than ever these days. Investors are constantly pricing in the future, sometimes right, sometimes wrong, yet never in doubt.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
Abnormal Returns
NOVEMBER 15, 2024
Listening Spotify ($SPOT) is now solidly profitable. (sherwood.news) Happy one year anniversary to Barry Ritholtz's 'At the Money' podcast. (ritholtz.com) Companies Patrick O'Shaughnessy talks with Ernie Garcia who is the co-founder and CEO of Carvana ($CVNA). (joincolossus.com) Stephan Clapham talks with Lionel Barber author of the forthcoming "Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
NAIFA Advisor Today
NOVEMBER 15, 2024
Colin Aubin’ s path to success in financial services is rooted in a strong family foundation, an early background in competitive sports, and a commitment to community impact. Raised in Orland Park, Illinois, Colin’s values were shaped by a family deeply committed to service and education. His mother, Donna, was a dedicated teacher who spent over three decades shaping young minds, while his father, Tom, worked in finance as a CFO.
Wealth Management
NOVEMBER 15, 2024
Samantha Russell dives into the game-changing impact of social search and AI on consumer behavior at the 2024 Nitrogen Fearless Investing Summit.
Advisor Perspectives
NOVEMBER 15, 2024
Nominal retail sales in October were up 0.40% month-over-month (MoM) and up 2.85% year-over-year (YoY). However, after adjusting for inflation, real retail sales were up 0.15% MoM and up 0.27% YoY.
Wealth Management
NOVEMBER 15, 2024
Aaron Klein shares transformative insights on redefining value in financial advising at the 2024 Nitrogen Fearless Investing Summit.
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.
Advisor Perspectives
NOVEMBER 15, 2024
Industrial production was down 0.3% in October, coming right in line with economist estimates. Compared to one year ago, industrial production is down 0.29%.
Wealth Management
NOVEMBER 15, 2024
Nicholas Takahashi and his team managed about $1.3 billion when it left the wirehouse earlier this year, but Morgan Stanley alleged the rep was breaking his non-solicitation vows.
Alpha Architect
NOVEMBER 15, 2024
The growth rate of private credit has been so rapid (growing to nearly $2 trillion by the end of 2023, roughly ten times larger than it was in 2009), that concerns about there being a bubble have been raised. The Explosive Growth of Private Credit: Is There a Bubble? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
NOVEMBER 15, 2024
Andrew Altfest reveals how FP Alpha is revolutionizing financial planning through AI, enabling advisors to offer comprehensive services at the 2024 Nitrogen Fearless Investing Summit.
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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.
Carson Wealth
NOVEMBER 15, 2024
In this episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, navigate three positive economic developments: First, the election results are finalized, ending uncertainty for markets Second, inflation appears to be normalizing, particularly in housing, which may benefit markets going forward Lastly, recent interest rate cuts by the Fed, combined with stabilized inflation, provide a potential tailwind for the econ
Wealth Management
NOVEMBER 15, 2024
A well-thought-out BCP protects client relationships and ensures the business is functional regardless of the circumstances.
Advisor Perspectives
NOVEMBER 15, 2024
Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.
Wealth Management
NOVEMBER 15, 2024
Despite rate cuts, money market funds remain attractive to investors.
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
Advisor Perspectives
NOVEMBER 15, 2024
The Census Bureau's Advance Retail Sales Report for October revealed headline sales were up 0.4% last month. The latest reading was higher than the expected 0.3% monthly growth in consumer spending.
Wealth Management
NOVEMBER 15, 2024
Justin Lowry unveils how Global Beta Advisors enhances portfolio construction through cutting-edge integration with Nitrogen at the 2024 Fearless Investing Summit.
Validea
NOVEMBER 15, 2024
The Twin Momentum strategy, based on research by Dashan Huang and his colleagues, represents an innovative approach to momentum investing that combines both fundamental and price momentum factors. This dual approach was found to generate significant outperformance compared to using either type of momentum in isolation. The Strategy’s Foundation The academic foundation for this strategy comes from Huang’s research, which demonstrated that combining fundamental momentum indicators with
Wealth Management
NOVEMBER 15, 2024
Clay Young explores how his company delivers institutional-grade investment management to clients through innovative technology.
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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.
Validea
NOVEMBER 15, 2024
Benjamin Graham, widely recognized as the pioneer of value investing, developed a methodical approach to identifying undervalued stocks. Validea has adapted Graham’s principles into a systematic strategy that prioritizes financial stability and proven performance over speculative growth. Investment Criteria: Company Fundamentals Must generate at least $340 million in annual sales Excludes technology sector investments Must demonstrate positive earnings for 5 consecutive years Balance Sheet
Wealth Management
NOVEMBER 15, 2024
With nearly 40% of advisors set to retire in the next decade, the future of financial planning lies in the hands of passionate newcomers. Discover why these young professionals are eager to transform the industry.
Advisor Perspectives
NOVEMBER 15, 2024
Before the year 2024 comes to a close, it's time to optimize your tax strategy. Our Bill Cass shares some tips including timing deductions and harvesting losses.
Calculated Risk
NOVEMBER 15, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-November 2024 A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-November 2024 I reviewed home inventory, housing starts and sales. In Part 2, I will look at house prices, mortgage rates, rents and more.
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!
Discipline Funds
NOVEMBER 15, 2024
Here are some things I think I am thinking about this weekend: 1) Is the USA Going BANKRUPT? I joined Ben Carlson and Duncan Hill last week to discuss the never-ending controversy over the US national debt and the day of reckoning. Something really miraculous happened with this interview. This is a topic I discuss A LOT. And you can virtually guarantee that it enrages some people.
Calculated Risk
NOVEMBER 15, 2024
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in October 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 3.97 million in October, up 3.4% from September’s preliminary pace and up 3.1% from last October’s seasonally ad
Advisor Perspectives
NOVEMBER 15, 2024
This year was already a landmark one for exchange-traded funds, but as of Friday the ETF universe can add another superlative: biggest annual inflows on record.
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