Abnormal Returns
JANUARY 17, 2024
Crypto Vanguard's decision to ban the purchase of Bitcoin ETFs should not be all that surprising. (riabiz.com) How Bitcoin ETFs are akin to gold ETFs a couple decades ago. (peterlazaroff.com) Is the spot Bitcoin ETF the beginning of something? (caia.org) Drizly Uber ($UBER) is shutting down Drizly. (techcrunch.com) The demise of Drizly is not the end of booze delivery.
Wealth Management
JANUARY 17, 2024
A year of resilience and transformation as Tina Powell, former business owner, faces unexpected challenges in her 'year of health.
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Abnormal Returns
JANUARY 17, 2024
Podcasts Barry Ritholtz talks investor incompetence with Prof. David Dunning. (ritholtz.com) Peter Lazaroff talks with Brad Stulberg, author of "Masters of Change." (peterlazaroff.com) Robin Powell talks retirement planning with Justin King author of "The Retirement Café Handbook: Nine Accelerators for a Successful Retirement." (evidenceinvestor.com) Frazer Rice talks with Jenny Rozelle about the roles and responsibilities in trust and estate documents.
The Big Picture
JANUARY 17, 2024
At The Money: Meir Statman on What Investors Really Want , (January 17, 2024) What do investors really want? Long-term capital appreciation and income are the obvious answers. But, it turns out, they actually want a lot more than that. I speak with Professor Meir Statman of Santa Clara University — he is an award-winning expert on investor behavior and financial decision-making.
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.
Nerd's Eye View
JANUARY 17, 2024
In late 2022, OpenAI launched ChatGPT, an Artificial Intelligence (AI) driven, natural-language processing tool that offered the public the ability to conduct seemingly human conversations with a chatbot and generate a seemingly endless array of sophisticated content, including essays, emails, computer code, meal plans, fictional stories, and song lyrics, to name just a few.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JANUARY 17, 2024
On a monthly basis, retail sales were up 0.6% from November to December (seasonally adjusted), and sales were up 5.6 percent from December 2022. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for December 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $709.9 billion, up 0.6 percent from the previous month , and up 5.6 percent above December 2022.
A Wealth of Common Sense
JANUARY 17, 2024
Today’s Animal Spirits is brought to you by Nasdaq ETFs and Fabric by Gerber Life: See here for more information on Nasdaqs ETF listing solutions See here for more information on Life Insurance with Fabric by Gerber Life On today’s show, we discuss: Return expectations US Equities: The S&P 500 index is misunderstood It won’t be a recession – it will just feel like one 34.7% of busines.
Wealth Management
JANUARY 17, 2024
Mariner asked a federal court to pause Edelman Financial Engines' trade-secret lawsuit during an ongoing arbitration process. Edelman says that would only let Mariner continue raiding its advisors and clients "with impunity.
Calculated Risk
JANUARY 17, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 10.4 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending January 12, 2024. Last week’s results included an adjustment to account for the New Year’s holiday.
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
JANUARY 17, 2024
Amidst the sea of hype over how spot Bitcoin ETF rollouts will unlock a fresh wave of advised money, it is a challenge to find advisors showing them love.
Calculated Risk
JANUARY 17, 2024
The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 44, up from 37 last month. Any number below 50 indicates that more builders view sales conditions as poor than good. From the NAHB: Builder Sentiment Surges on Falling Interest Rates Mortgage rates well under 7% over the past month have led to a sharp increase in builder confidence to begin the new year.
Wealth Management
JANUARY 17, 2024
Heckerling panel discusses value of policies for income and estate tax purposes.
NAIFA Advisor Today
JANUARY 17, 2024
NAIFA CEO Kevin Mayeux , CAE, was named one of the “Top 10 Most Influential People in Insurance” by CIO Views magazine. Among his achievements cited by the magazine is Mayeux’s leadership of NAIFA’s transformation into a modern, forward-looking association. Under his guidance, NAIFA has revamped its bylaws and unified as One NAIFA with a strong national presence and revitalized state chapters working together with local chapters to best serve the needs of financial professionals and consumers.
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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
JANUARY 17, 2024
The partnership will incorporate iCapital’s research and tools into Morningstar’s Advisor Workstation to help advisors vet, and invest in, alts from inside the portfolio platform.
Advisor Perspectives
JANUARY 17, 2024
The Census Bureau's Advance Retail Sales Report for December revealed a 0.6% rise in headline sales compared to November, highlighting a second straight month of increased consumer spending. The latest figure was higher than the anticipated 0.4% monthly growth. Core sales (ex Autos) also beat expectations by increasing 0.4% in December compared to the expected 0.2% growth.
Wealth Management
JANUARY 17, 2024
Captrust completed nine deals last year; four of them were in the Lone Star State.
Trade Brains
JANUARY 17, 2024
Cipla Vs Sun Pharmaceutical : Pharma companies bear enormous responsibility for producing medicines and monetizing the time and effort spent on research and development for years by using patent protection. In this article, we will compare Cipla Vs Sun Pharmaceutical, both of which are involved in the pharmaceutical industry. we shall also see their financials, future plans and more Cipla Vs Sun Pharmaceutical Cipla Company Overview Cipla was established in 1935 by Khwaja Abdul Hamied in Mumbai.
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
Alpha Architect
JANUARY 17, 2024
This paper aims to analyze financial literacy in the United States, utilizing the most recent data from the National Financial Capability Study (NFCS) collected in 2021 by the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation. The paper focuses on the importance of financial literacy, particularly in the context of the economic conditions in the US, such as the COVID-19 pandemic, inflation, and changes in the financial system.
Wealth Management
JANUARY 17, 2024
Keep things moving forward and follow up.
Trade Brains
JANUARY 17, 2024
Tata Consumer Products : Tata Consumer Products Ltd. made an announcement recently to acquire Capital Foods and Organic India for a total cumulative amount of ₹7,000 crore. To fund its acquisition, it announced a ₹3,500 crore rights issue after seeking board approval. According to the comments made by Suni D’Souza to ET, MD and CEO, the acquisition enables the company to move beyond commodities into fast-growing, high-margin, value-added food segments.
Wealth Management
JANUARY 17, 2024
Featured in Pt. 1 of this week’s roundup: Rockefeller Global Family Office, MAI Capital Management, The AmeriFlex Group and Private Advisor Group.
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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.
Advisor Perspectives
JANUARY 17, 2024
Month-over-month nominal retail sales in December were up 0.6% and up 5.59% year-over-year. However, after adjusting for inflation, real retail sales were up 0.3% MoM and up 2.21% year-over-year.
Wealth Management
JANUARY 17, 2024
Lido is the third firm to partner with Karl Heckenberg’s new RIA investment company since December—and second revealed this week.
MainStreet Financial Planning
JANUARY 17, 2024
All families with students who will be starting or continuing college in the 2024-2025 school year should complete the new FAFSA. It is designed to be shorter, more straightforward and unlock more aid for most students. Think of the FAFSA as the pathway to be considered for all financial aid programs including scholarships, work-study, loans, and grants (merit and financial).
Wealth Management
JANUARY 17, 2024
It’s a stark difference from the other nine spot Bitcoin ETFs, which have pulled in a total of nearly $1.4 billion.
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!
Calculated Risk
JANUARY 17, 2024
Fed's Beige Book A majority of the twelve Federal Reserve Districts reported little or no change in economic activity since the prior Beige Book period. Of the four Districts that differed, three reported modest growth and one reported a moderate decline. Consumers delivered some seasonal relief over the holidays by meeting expectations in most Districts and by exceeding expectations in three Districts, including in New York, which noted strong holiday spending on apparel, toys, and sporting goo
Wealth Management
JANUARY 17, 2024
Are you prepared if they do as the convergence of wealth and retirement picks up steam?
Calculated Risk
JANUARY 17, 2024
From the Fed: Industrial Production and Capacity Utilization Industrial production moved up 0.1 percent in December and declined 3.1 percent at an annual rate in the fourth quarter. Manufacturing output edged up 0.1 percent in December after increasing 0.2 percent in November. The index for utilities declined 1.0 percent in December, while the index for mining rose 0.9 percent.
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