Abnormal Returns
MAY 8, 2024
Markets Earnings continue to be supportive of the bull market. (carsongroup.com) Measures of corporate sentiment are ticking higher. (wsj.com) ETFs The number of single-stock ETFs is growing. (wsj.com) Good performance need not equal AUM. (etf.com) Sports business Sports betting companies are looking for new ways to get your money. (cnn.com) Can a sports league have too much inventory?
Nerd's Eye View
MAY 8, 2024
Measuring a client's tolerance for risk is an essential (and required!) step when onboarding a new client, as making any sort of recommendation is impossible without first understanding how comfortable clients may be when their portfolios inevitably experience volatility. Over the years, 2 types of measurement tools have emerged as the standards for assessing risk tolerance: 1) psychometric tests, which feature a series of questions (such as, "What amount of risk do you feel you have taken with
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Abnormal Returns
MAY 8, 2024
Podcasts Brett McKay talks with Jared Dillian author of "No Worries: How to Live a Stress-Free Financial Life." (artofmanliness.com) Cameron Passmore and Benamin Felix talk with Scott Galloway author of "The Algebra of Wealth: A Simple Formula for Financial Security." (rationalreminder.libsyn.com) Barry Ritholtz talks with Larry Swedroe about the challenge of stock picking.
The Big Picture
MAY 8, 2024
APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? Or, as is too often the case, are they only pretending to be active? Do they charge a high active fee but then behave more like an index fund? AndrewToday, we discuss the advantages of concentrated portfolios.
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
MAY 8, 2024
An advisor team collectively manging $800 million in assets are joining Raymond James' independent channel from Commonwealth.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MAY 8, 2024
Taxpayers must apply for a private letter ruling to get an extension.
Calculated Risk
MAY 8, 2024
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in April A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to April 2019 for each local market (some 2019 data is not available). This is the first look at several early reporting local markets in April.
Wealth Management
MAY 8, 2024
A recent New York Times article suggested that Blackstone's non-traded REIT is inflating its property valuations. But real estate industry insiders say they are not worried.
Advisor Perspectives
MAY 8, 2024
The idea that power is inherently corrupting has been repeatedly proven throughout history. From politics to business to religion, there are countless examples of individuals who succumb to corruption and abuse their authority.
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 8, 2024
Co-founder Alan Moore will retain his role as CEO of the Bozeman, Mont.-based billing and payment system for financial advisors.
Calculated Risk
MAY 8, 2024
From Dodge Data Analytics: Dodge Momentum Index Rose 6% in April The Dodge Momentum Index (DMI), issued by Dodge Construction Network, increased 6.1% in April to 173.9 (2000=100) from the revised March reading of 164.0. Over the month, commercial planning improved 12.6% and institutional planning dropped 6.3%. “The Dodge Momentum Index (DMI) saw positive progress in April, alongside a deluge of data center projects that entered the planning stage ,” stated Sarah Martin, associate director of for
Wealth Management
MAY 8, 2024
Helping skeptical clients hedge their bets on tax law change.
Trade Brains
MAY 8, 2024
Bearish Harami Candlestick Pattern: Technical analysis is a method for forecasting future price movements using previous market data, with a primary focus on price and volume. Candlestick patterns stand out as visual representations of price activity over a set span. These patterns, created by open, high, low, and close prices, provide information on market mood and prospective trend reversals or continuations.
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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.
Wealth Management
MAY 8, 2024
McCartan, who became CMO at Hightower in July 2022, shared the “bittersweet update” that she had departed the firm, saying she was unsure but excited about her next opportunity.
Advisor Perspectives
MAY 8, 2024
Europe's mild recession is over, with growth expected to continue. Valuations for eurozone stocks remain attractive, offering the potential for further price appreciation.
Wealth Management
MAY 8, 2024
Open, honest and candid discussion about the first lawsuit against the DOL fiduciary rule, April job numbers, JP Morgan data breach and more.
Advisor Perspectives
MAY 8, 2024
The FOMC has enough factors to consider without adding politics to the mix.
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 8, 2024
Outside stakeholders have long encouraged the IRS to expand ways to resolve disputes with the agency.
Random Roger's Retirement Planning
MAY 8, 2024
ETF Think Tank had a fun article looking at a bunch of specialty ETFs in pursuit of building a FIRE (financial independence/retire early) portfolio. The article was right up my alley as far as looking beyond the standard VTI, AGG and so on. The point is not read the article and then run out and buy those funds but is there anything to learn from the article about portfolio construction or how assets blend together?
Advisor Perspectives
MAY 8, 2024
Your clients deserve access to key players to take the field in dealing with each aspect of their financial lives, and so do you.
Discipline Funds
MAY 8, 2024
Here’s an interview I did with Oliver Renick on the Schwab Network from Wednesday discussing the macro outlook and the risks in the coming 12 months. My baseline assumption is that growth will continue to moderate in the 2-3% RGDP range and the disinflationary trend will persiste thru year-end, albeit at a lower rate than we saw last year. I expected Core PCE to end the year around 2.3%.
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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
MAY 8, 2024
Transcript of Episode 105 of 401(k) Real Talk.
Calculated Risk
MAY 8, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 2.6 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending May 3, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 2.6 percent on a seasonally adjusted basis from one week earlier.
The Irrelevant Investor
MAY 8, 2024
Today’s Animal Spirits is brought to you by Simplify ETFs: See here for more information on Simplify’s suite of active-income solutions! On today’s show, we discuss: At $2M per minute, treasuries mint cash like never before Cost of capital and capital allocation The new math of driving your car till the wheels fall off Consumers fed up with food costs are ditching big brands Long-predicted c.
Calculated Risk
MAY 8, 2024
Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16, 2023. I've now switched to a new physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period when both contracts were available.
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
MAY 8, 2024
The labor force participation rate (LFPR) is a simple computation: You take the civilian labor force (people aged 16 and over employed or seeking employment) and divide it by the civilian non-institutional population (those 16 and over not in the military and or committed to an institution). As of April, the labor force participation rate is at 62.7%, unchanged from the previous month.
Calculated Risk
MAY 8, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 206 thousand initial claims, down from 208 thousand last week.
Advisor Perspectives
MAY 8, 2024
Today, one in three of the 65-69 cohort, nearly one in five of the 70-74 cohort, and nearly one in ten of the 75+ cohort are in the labor force.
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