Abnormal Returns
FEBRUARY 2, 2024
Markets Josh Brown, "Just please, no matter what you do, don’t say the G word. Never say it." (downtownjoshbrown.com) Just a reminder, markets are hard. (ft.com) Finance The job market is hot for private credit professionals. (institutionalinvestor.com) Expect more office building loan writedowns. (finance.yahoo.com) Ukraine Supporting Ukraine is a no-brainer.
The Chicago Financial Planner
FEBRUARY 2, 2024
With the start of a new year, many people resolve to get their finances in order. A part of this process might include hiring a financial advisor or hiring a new financial advisor if you have decided to move on from your current advisor. Hiring the right advisor for your needs is critical. Here are six questions to ask when choosing a financial advisor: How do you get paid?
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Nerd's Eye View
FEBRUARY 2, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone. Which suggests that building trusting relationships with their clients and giving them added confidence in their financial decision-making (rather than focusing on ways to juice investment returns) could be t
The Big Picture
FEBRUARY 2, 2024
This week, we speak with Tom Hancock, a partner at GMO LLC, where he is also head of the Focused Equity team. He manages the focused quality fund and its new Quality ETF, and is the portfolio manager for quality strategies. He previously served as co-head of the firm’s global equity team. Before joining GMO, he was a research scientist at Siemens and a software engineer at IBM.
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.
Alpha Architect
FEBRUARY 2, 2024
While the evidence makes clear that active management is a loser’s game (one that it is possible to win but so unlikely you should not try), we don’t want active managers to disappear. Hope should continue to triumph over evidence, wisdom, and experience because active managers help eliminate market anomalies and inefficiencies created by the misbehavior of investors (such as noise traders).
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
FEBRUARY 2, 2024
One of the reasons the current housing market is so frustrating for homebuyers is how quickly things have changed. For years, housing prices were reasonable (in most places) while mortgage rates were low. Housing was affordable for most buyers. It’s not anymore. I updated the growth of housing prices and disposable income going back to 1975: The growth in prices was far below the growth in disposable income for muc.
Calculated Risk
FEBRUARY 2, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Due to changes at the CDC, weekly cases are no longer updated. For deaths, I'm currently using 4 weeks ago for "now", since the most recent three weeks will be revised significantly. Hospitalizations have more than quadrupled from a low of 5,150 in June 2023. Hospitalizations are now declining.
Advisor Perspectives
FEBRUARY 2, 2024
Consumer sentiment soared in January to its highest level since July 2021, according to the final report for the Michigan Consumer Sentiment Index. The index came in at 79.0, up 9.3 (13.3%) from the December final. The latest reading was above the forecast of 78.8.
Wealth Management
FEBRUARY 2, 2024
Mike Durbin says innovations in generative artificial intelligence are progressing at the same rate among consumers and institutions, while Sanctuary Wealth CEO Adam Malamed is worried about granting it decision-making powers.
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
FEBRUARY 2, 2024
There is a general belief that there are four big indicators that the NBER Business Cycle Dating Committee weighs heavily in their cycle identification process. This commentary focuses on one of those indicators, nonfarm employment. January saw a 353,000 increase in total non-farm payrolls and the unemployment remained at 3.7%.
Wealth Management
FEBRUARY 2, 2024
Featured in this week’s deal roundup: OneDigital’s RIA, Carson Wealth, SteelPeak Advisors and affiliates of both Kestra PWS and Focus Financial.
Advisor Perspectives
FEBRUARY 2, 2024
With the Q4 GDP advance estimate and the January close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 165.8%, down from 167.3% the previous quarter.
Wealth Management
FEBRUARY 2, 2024
We spoke to advisors at multiple RIA firms to find which alternative investment sectors they are gravitating toward
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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.
Clever Girl Finance
FEBRUARY 2, 2024
Starting early with investing for retirement is so important to secure your future self. This means that saving for retirement should be a component of your overall financial portfolio and wealth-building strategy. By starting early on, you put yourself in a position to build a substantial nest egg that the future you will be grateful for. So, let’s discuss how to save for retirement in your 20s!
Wealth Management
FEBRUARY 2, 2024
Nearly a month after 11 spot Bitcoin ETFs made their market debuts, ETF issuer Global X scrapped its plans to join the fray.
Calculated Risk
FEBRUARY 2, 2024
This was a very strong report; however, the benchmark revision showed job growth was slower over the last year than originally reported. Including revisions: The 3.06 million jobs added in 2023 was the 17th best year for job growth in US history (out of 84 years) following the two best years on record (2021 and 2022). The headline jobs number in the January employment report was well above expectations, and November and December payrolls were revised up by 126,000 combined.
Wealth Management
FEBRUARY 2, 2024
After becoming Cresset's first president in May, Nesvold is leaving the rapidly growing RIA on Feb. 11.
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
Fortune Financial
FEBRUARY 2, 2024
“What makes a rock pit valuable is that nobody else can compete with it. The nearest rival owner from two towns over isn’t going to haul his rock into your territory because the trucking bills would eat up all his profit. No matter how good the rocks are in Chicago, no Chicago rock-pit owner can ever invade your territory in Brooklyn or Detroit.
Wealth Management
FEBRUARY 2, 2024
S&P estimates Osaic will pay $1.04 billion, including transaction costs and retention loans, to Lincoln advisors.
Meb Faber Research
FEBRUARY 2, 2024
Guest: Ben Mackovak is the Co-Founder of Strategic Value Bank Partners, an investment partnership specializing in community banks. Ben also sits on the board for several banks. Recorded: 1/10/2024 | Run-Time: 1:03:42 Summary: It’s been a wild ride lately for the banks. 2023 was the biggest year ever for bank failures. There are concerns about commercial […] The post Episode #519: Ben Mackovak on The Secret Sauce of Investing in Banks appeared first on Meb Faber Research - St
Wealth Management
FEBRUARY 2, 2024
What can a securities attorney's inbox tell us about the year ahead?
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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.
Calculated Risk
FEBRUARY 2, 2024
Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Here is a graph of the year-over-year (YoY) change for these measures since January 2015. Most of these measures are through December 2023, except CoreLogic is through November and Apartment List is through January 2024. The CoreLogic measure is up 2.7% YoY in November, up from 2.5% in October, and down from a peak of 13.9% in April 2022.
Advisor Perspectives
FEBRUARY 2, 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 January 19th, the index was at 17.536, down 1.604 from the previous week, with 5 of the 6 components in expansion territory.
Trade Brains
FEBRUARY 2, 2024
Global investors have increased their equity exposure in the real estate sector due to increased confidence in India driven by certain government initiatives, reform-led improved transparency, and accountability in the real estate sector. Even though the global economy faced headwinds, India remained resilient. This is evident, as there was an infusion of $5.8 billion from institutional investors in the property sector.
NAIFA Advisor Today
FEBRUARY 2, 2024
NAIFA and Stonewood Financial have completed a partnership agreement whereby Stonewood Financial will become part of NAIFA’s Business Performance Center that provides education and legislative debriefs to members on issues concerning practice management. Additionally, the two organizations will have a presence at organizational meetings and conferences, including NAIFA’s May Congressional Conference in Washington, D.C., and its September Apex educational event in Phoenix, Arizona, and Stonewood’
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!
Trade Brains
FEBRUARY 2, 2024
High FII Holdings under Rs 1000 :The management of a company is critical to its growth. Foreign Institutional Investors (FII) invest in companies based on their analysis and for short-term gains from the movement of stocks as well. High FII holdings imply greater trust in companies. This article will look at companies with a high FII holding of less than Rs. 1000.
Advisor Perspectives
FEBRUARY 2, 2024
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of January 31, it was 3.99%.
Discipline Funds
FEBRUARY 2, 2024
Here are some things I think I am thinking about: 1) The Future is amazing (and lonely). The Apple Vision Pro is officially out. This is the first VR headset that appears viable. Early reviews sound amazing. A younger Cullen would have gone out and bought the first version of this device. I will never forget buying the first iPhone and sitting in restaurants.
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