Abnormal Returns

DECEMBER 22, 2023

Markets Just how bad was the 2022-23 bond drawdown? This bad. (ft.com) Why you should look at returns from 2022-23 as a whole. (priceactionlab.com) Streaming Lionsgate ($LGF.A) is splitting Starz from its studio business. (axios.com) What would a Warner Bros. Discovery ($WBD) and Paramount ($PARA) merger mean for consumers? (theverge.com) Seven lessons learned from Netflix's ($NFLX) viewership data, including the staying power of 'Gilmore Girls.

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Financial Advising Media Economy Economics 279

A Wealth of Common Sense

DECEMBER 22, 2023

There are Twitter accounts that spend their time lamenting why we don’t build cathedrals, castles and architecture like they did in the past. I get it. I’ve been to Europe before. The castles, the churches, the opera houses, the landmarks, the art, etc. It’s mind-boggling people were able to build these things without the technology we have available today.

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Marketing Marketing Accounting 142

Calculated Risk

DECEMBER 22, 2023

Here is a graph of the year-over-year change in shelter from the CPI report and housing from the PCE report this morning, both through November 2023. CPI Shelter was up 6.5% year-over-year in November, down from 6.7% in October, and down from the cycle peak of 8.2% in March 2023. Housing (PCE) was up 6.7% YoY in November , down from 6.9% in October, and down from the cycle peak of 8.3% in April 2023.

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Alpha Architect

DECEMBER 22, 2023

Option returns display momentum, meaning that firms whose options performed well in the previous 6 to 36 months are likely to see high option returns in the next month as well. Momentum Everywhere, Including Equity Options was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Investing Investments 130

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.

Accounting

Wealth Management

DECEMBER 22, 2023

The top performing ETF from each sector in the past year.

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Wealth Management

DECEMBER 22, 2023

As alternative investment options move beyond interval funds and ETFs in the coming year, advisors will need to grapple with whether to use them.

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Investing Investments 124

Calculated Risk

DECEMBER 22, 2023

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI November 2023: Business conditions remain soft at architecture firms Business conditions remained soft at architecture firms in November, as the AIA/Deltek Architecture Billings Index (ABI) remained below 50 with a score of 45.3 for the month (any score below 50 indicates declining billings).

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Investing Investments 109

Wealth Management

DECEMBER 22, 2023

What does the history of John Deere, a 185-year-old agricultural company, have to tell us about the state of AI in advisor technology?

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Calculated Risk

DECEMBER 22, 2023

The Census Bureau reports New Home Sales in November were at a seasonally adjusted annual rate (SAAR) of 590 thousand. The previous three months were revised down. Sales of new single‐family houses in November 2023 were at a seasonally adjusted annual rate of 590,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.

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Sales 102

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.

Accounting

Wealth Management

DECEMBER 22, 2023

Industry experts point to continued proliferation of AI, tech stack integration, software supporting new fee models and advisors using an increasingly diverse array of applications to offer additional services as storylines to look out for in the coming year.

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Wealth Management Management 122

Random Roger's Retirement Planning

DECEMBER 22, 2023

There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago. The first version of Random Roger is essentially gone due to a mishap migrating that content over to AdvisorShares when I had that side gig but many of those blog posts are still up at Seeking Alpha.

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Portfolio Asset Allocation Accounting Management 74

Wealth Management

DECEMBER 22, 2023

Potential failures range from cyber theft to fee inflation to document mismanagement.

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Retirement Planning Retirement Planning 119

Calculated Risk

DECEMBER 22, 2023

The BEA released the Personal Income and Outlays report for November: Personal income increased $81.6 billion (0.4 percent at a monthly rate) in November , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $71.9 billion (0.4 percent) and personal consumption expenditures (PCE) increased $46.7 billion (0.2 percent).

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Food Taxes Economics 72

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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.

Accounting

Wealth Management

DECEMBER 22, 2023

Industry experts cited the DOL’s fiduciary rule, further guidance on the SEC’s marketing rule and potential movement on unpaid FINRA arbitration awards as possible developments in 2024.

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Marketing Marketing 117

Calculated Risk

DECEMBER 22, 2023

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 3 weeks ago for "now", since the most recent two weeks will be revised significantly. Hospitalizations have almost quadrupled from a low of 5,150 in June 2023. Hospitalizations are far below the peak of 150,000 in January 2022.

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Numbers 69

Wealth Management

DECEMBER 22, 2023

The independent broker/dealers that tighten connections with their advisors and demonstrate flexibility in their affiliation models will be competitive in the year ahead.

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Trade Brains

DECEMBER 22, 2023

High DII Holding Stocks Under Rs 50 : Ever wonder why we flock to stocks that are more affordable to our pockets and try to invest in the hope of a fortune? The companies we search for and invest in expect to be multi-baggers in the future. In this article, we will look at some of the companies with High DII holding Stocks under Rs 50. High DII Holdings represents domestic investors who invest in equities in their home country.

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Banking Engineering Insurance Retail 59

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

Numbers

Wealth Management

DECEMBER 22, 2023

Advisor Growth Strategies expects new players to enter the RIA M&A market in 2024, as valuations diverge and deals become larger and more creative.

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Valuation Marketing Marketing 115

Calculated Risk

DECEMBER 22, 2023

Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in November A brief excerpt: I’ve added a comparison of active listings, new listings, and closings to the same month in 2019 (for markets with available data). This gives us a sense of the current low level of sales and inventory, and also shows some significant regional differences.

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Marketing Marketing Sales 59

Wealth Management

DECEMBER 22, 2023

Cynthia Zalewsky, president of $45 million in AUM Saratoga Investment Solutions, has sought deeply integrated applications for years—her search goes on.

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Investing Investments 115

Steve Feinberg

DECEMBER 22, 2023

The financial health of any business is a crucial aspect that determines its success. Creative professionals are no exception to this rule, and it is essential to keep tabs on your business’s financial health. Whether you are a photographer, graphic designer, or writer, understanding the financial landscape of your business can help you overcome the challenges that come with running a creative enterprise.

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Taxes Accounting Budgeting Management 52

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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.

Planning

Wealth Management

DECEMBER 22, 2023

Wall Street has lost out on billions in fees as direct lenders lured away corporate borrowers. The future of their leveraged lending businesses depends on how they adapt.

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Banking 109

NAIFA Advisor Today

DECEMBER 22, 2023

NAIFA members, set a reminder! The Q1 State of NAIFA 2024 webinar is happening on January 25th at 12 pm Eastern. Don't miss this first update of the year, as it's a key part of our commitment to keeping you well-informed about our developments and future goals.

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Wealth Management

DECEMBER 22, 2023

Forecasters don’t see much upside for the S&P 500 in 2024, but some of its best returns have come in years when soothsayers least expected them.

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Tobias Financial

DECEMBER 22, 2023

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance. Recognizing the need for clarity, The Institute for the Fiduciary Standard recently unveiled its latest Fiduciary Campaign. This campaign aims to bridge the gap in consumer knowledge by shedding light on the often-overlooked legal and business distinctions between BDs and in

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Investment Advisor Ethics Investing Investments 52

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!

Management

Your Richest Life

DECEMBER 22, 2023

As 2023 comes to a close, we can take a look at how the markets and economy performed, where we stand now, and what might be on the horizon for 2024. So first, here are some of the top takeaways and biggest headlines from this year: 2023 Markets and Economy: Inflation, Debt and the Labor Market In 2023, the inflation rate continued to cool in response to high interest rates.

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Economy Marketing Marketing Financial Planner 52

Sara Grillo

DECEMBER 22, 2023

There’s a ton of bogus crap advice out there that people doll out when they are trying to convince you to hire them as a financial advisor. Don’t fall for the BS. Use these tips to find a good financial advisor and avoid the lying grifters! But before we get to the podcast… Look, there are alot of schmucks out there hawking crap products disguised as financial advice.

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Financial Advisor Fiduciary Duty Compliance Financial Advice 52

Advisor Perspectives

DECEMBER 22, 2023

The economics team shares a few things that have been on our minds.

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Economics 52