Abnormal Returns
MAY 28, 2024
Research Average performance can obscure some bad outcomes. (portfoliocharts.com) No matter where you look, momentum shows up. (alphaarchitect.com) Why don't more investors use equal-weighted indices? (mrzepczynski.blogspot.com) How LLMs can be used to do security analysis. (papers.ssrn.com) Hedge funds outperform when markets are expensive. (mrzepczynski.blogspot.com) How fund flows can cause an unsustainable feedback loop.
Nerd's Eye View
MAY 28, 2024
Welcome everyone! Welcome to the 387th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jenny Martella. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. What's unique about Jenny, though, is how she and her previous business partner were so successful in the early years of growing their advisory firm, that the
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Abnormal Returns
MAY 28, 2024
Strategy Wealthy Americans invest a lot in alternatives, but that doesn't mean you need to. (ofdollarsanddata.com) The case against concentrated funds. (behaviouralinvestment.com) Finance T+1 is here. (finance.yahoo.com) London wants to regain its spot atop the finance game. (nytimes.com) How the PE slowdown affects investors downstream. (ft.com) Companies Apple and Amazon have both missed an opportunity in AI.
Nerd's Eye View
MAY 28, 2024
Welcome everyone! Welcome to the 387th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jenny Martella. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. What's unique about Jenny, though, is how she and her previous business partner were so successful in the early years of growing their advisory firm, that the
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.
Calculated Risk
MAY 28, 2024
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 6.5% year-over-year in March; FHFA: House Prices Increased 0.1% in March, up 6.6% YoY Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for March ("March" is a 3-month average of January, February and March closing prices). March closing prices include some contracts signed in November, so there is a significant lag to this data.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MAY 28, 2024
Impact investment funds perform as well as regular private market funds in delivering returns, according to Preqin research. JPMorgan predicts Ethereum ETFs will start trading within the next six months. These are among the investment must reads we found this week for wealth advisors.
Advisor Perspectives
MAY 28, 2024
Home prices continued to trend upwards in March as the benchmark 20-city index rose for a thirteenth consecutive month to a new all-time high. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.3% increase month-over-month (MoM) and a 7.4% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -0.1% and the YoY was reduced to 1.4%.
Random Roger's Retirement Planning
MAY 28, 2024
Yahoo Finance had an article about the comments on an article about retirement which itself drew a ton of comments. Read the comments. Always read the comments. They provide insight into what people are thinking, maybe seeing some good ideas and seeing what people don't understand. As always, there were a lot of success stories as some sort of combination of selection bias and confirmation bias.
Wealth Management
MAY 28, 2024
The American Council of Life Insurers, the Insured Retirement Institute and Finseca are among the plaintiffs in the newest suit against the Labor Department’s rule. This is the second suit filed against the rule in Texas this month.
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.
Discipline Funds
MAY 28, 2024
The most interesting debate going on these days is about consumer sentiment. The US economy has outperformed expectations by most metrics. The stock market is booming, real GDP is at potential trend, wages are growing solidly, consumers are spending, etc. And yet consumer sentiment surveys remain very negative. What gives? I think I know what’s going on here. 1 When we look at living standards it’s important to look at how people view “necessities” For example, in 1900 ma
Calculated Risk
MAY 28, 2024
S&P/Case-Shiller released the monthly Home Price Indices for March ("March" is a 3-month average of January, February and March closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Hits New All-Time High in March 2024 The S&P CoreLogic Case-Shiller U.S.
Million Dollar Round Table (MDRT)
MAY 28, 2024
By D. Scott Brennan The difficult part of retirement for a lot of successful people isn’t about the money; it’s about the perceived loss of importance. It’s a blow to their ego. A lot of intelligent people never see this on the horizon. If you gently point this out to clients and talk about it, you’ll separate yourself from the herd of other financial advisors.
Calculated Risk
MAY 28, 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. • At 10:00 AM, Richmond Fed Survey of Manufacturing Activity for May. • At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts.
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Advisor Perspectives
MAY 28, 2024
The Federal Housing Finance Agency (FHFA) house price index (HPI) inched up to 423.4 in March, a new all-time high. U.S. house prices increased by 0.1% from the previous month and are up 6.7% from one year ago. After adjusting for inflation, the real index was down 0.3% month-over-month and up 4.3% year-over-year.
Calculated Risk
MAY 28, 2024
Two key points: 1) There is a clear seasonal pattern for house prices. 2) The surge in distressed sales during the housing bust distorted the seasonal pattern. This was because distressed sales (at lower price points) happened at a steady rate all year, while regular sales followed the normal seasonal pattern. This made for larger swings in the seasonal factor during the housing bust.
Advisor Perspectives
MAY 28, 2024
In the best-case scenario, subscription services are the heir apparent for the delivery of wealth management services because they bestow the greatest amount of flexibility on the advisor to help their clients achieve comprehensive and lasting financial security.
Wealth Management
MAY 28, 2024
A pension expert says millions will find they can’t afford to quit their jobs, while others may be forced out of work before their nest egg is ready.
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
MAY 28, 2024
We’ve been trained to think that unless we’re constantly “moving a sale forward,” we may lose it. So we keep calling prospects back and leaving messages along the lines of, “Hi, haven’t heard back from you, so I’m just calling to follow up.
Wealth Management
MAY 28, 2024
The continuing battle for market share is good for inflation-weary consumers as companies compete aggressively for their business.
Advisor Perspectives
MAY 28, 2024
When new inventions turn into market frenzies, the contrarian part of me wants to be skeptical. But the optimistic part of me wants it to be true, especially when the idea promises to change life for the better. Reality is usually somewhere in between.
Wealth Management
MAY 28, 2024
Many face existential challenges and only the ones willing and able to adapt will survive and flourish.
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Advisor Perspectives
MAY 28, 2024
The Conference Board's Consumer Confidence Index® improved for the first time in four months in May. The index rose to 102.0 this month from April's upwardly revised 97.5. This month's reading was better than expected, exceeding the 96.0 forecast.
Wealth Management
MAY 28, 2024
Funds focused on semiconductors were among the top-performing over the last five years.
Trade Brains
MAY 28, 2024
Bearish Abandoned Baby Candlestick Pattern : Technical analysts utilize multiple methods to predict the future movement of the price of a stock. Technical analysis is derived from the historical price reaction and uses that to predict future price reactions. One method in technical analysis is candlestick patterns and in this article, we will discuss one of the rarely forming candlestick patterns called the Bearish Abandoned Baby candlestick Pattern.
Advisor Perspectives
MAY 28, 2024
Consumer attitudes are measured by two monthly surveys: the University of Michigan’s Consumer Sentiment Index (MCSI) and the Conference Board’s Consumer Confidence Index (CCI). In May, the MCSI fell to its lowest level in six months at 69.1. Meanwhile, the CCI rose for the first time in four months to 102.0.
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!
Sara Grillo
MAY 28, 2024
Everybody talks about getting referrals from clients, but nobody really talks about what to do when they go south. What if the client doesn’t actually make the referral? What if the referral doesn’t call you back? I’ve got Bill Cates here and he’s going to discuss all of this and more as covered in his book, “ The Language of Referrals.” For those of you who are new to my blog, my name is Sara.
Advisor Perspectives
MAY 28, 2024
All eight of the indexes on our world watch list have posted gains through May 28, 2024. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 16.11%. Hong Kong's Hang Seng finished in second with a YTD gain of 12.11% while Germany's DAXK finished in third with a YTD gain of 8.34%.
Alpha Architect
MAY 28, 2024
The research literature on diversity in asset management, while promising, is limited with respect to the breadth of the evidence produced to date. We don't really understand the broad-based benefits of diversity nor how diversity delivers value in asset management. How does it really work? Is it the university, the college major, gender, race, the work experience?
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