Abnormal Returns
SEPTEMBER 19, 2024
Strategy Who are you going to bet on? Hedge funds or retail traders? (monevator.com) The case for focusing on fewer things. (collabfund.com) Crypto Stablecoin issuers have Tether envy. (sherwood.news) Another crypto-based prediction betting market is coming online. (sherwood.news) Trading Stocks and ETFs will soon be priced in half-cent increments. (fa-mag.com) Why Citadel Securities chose to not become a primary dealer.
The Big Picture
SEPTEMBER 19, 2024
Now THAT’S a financial conference! If you are reading this on the 19th, I may be still asleep. I am writing this on my flight home, scheduled to land at midnight Wednesday; I was alcohol-free all week (ok, one Mexican lager Tuesday afternoon at my RWM-crew pool swim after the Animal Spirits Live !), and while I feel pretty good, its been a long week.
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Nerd's Eye View
SEPTEMBER 19, 2024
Given the general trend of advisory firms charging on some percentage of assets under management, market growth can also be a strong indicator of advisory firm growth. For firms with revenue tied to portfolio performance, the additional income that can accompany a healthy market outlook allows firms to dedicate more resources to marketing and other processes to help grow the firm.
The Big Picture
SEPTEMBER 19, 2024
Marty’s Zweig’s Trading rules 1) The trend is your friend; don’t fight the tape hard return; 2) Let profits run take losses quickly; 3) If you buy for a reason and that reason if discounted or is no longer valid then sell 4) if the values don’t make sense then don’t participate (2 + 2 = 4) 5) The cheap get cheaper the deer get deer; 6) Don’t fight the Fed (less valid than #1); 7) Every indicator eventually bites the dust; 8) Adapt to change; 9) Don’t let your
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Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be
Wealth Management
SEPTEMBER 19, 2024
Inspire Investing will pay $300,000 to settle allegations that its process did not support its claims of using a “data-driven” approach to biblically responsible investing.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
SEPTEMBER 19, 2024
“Indexing is never going to be the best strategy in the space, and it will hold a lot of dead capital and dead coins. But it’s going to get you the beta,” said Bitwise’s Matt Hougan at Future Proof.
Advisor Perspectives
SEPTEMBER 19, 2024
The Conference Board Leading Economic Index (LEI) decreased in August to its lowest level since October 2016. The index fell 0.2% from the previous month to 100.2, marking its sixth consecutive monthly decline.
Wealth Management
SEPTEMBER 19, 2024
The SEC’s order pertained to collateralized mortgage obligations held in 20 advisory accounts, including 11 mutual funds.
A Wealth of Common Sense
SEPTEMBER 19, 2024
A reader asks: I know Ben talked about rate cuts and the stock market a few weeks ago but what about the economy? Did Powell just guarantee a soft landing by cutting 50 basis points this week? There are no guarantees in life or the markets, unfortunately. The rate cut helps the soft landing scenario but you never know with these things. Let’s invert this question and start with what Fed rate cuts don’t mean.
Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius
4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor
Wealth Management
SEPTEMBER 19, 2024
A new survey from Wealth Enhancement Group found many people feel behind on retirement plans but aren’t doing enough to set and meet clear goals.
Million Dollar Round Table (MDRT)
SEPTEMBER 19, 2024
By Godofredo Batas Peteza III One-seat closing is a technique some financial advisors use to close deals during a first meeting. While effective in some scenarios, such as when the client is ready to purchase or is a close relative or a friend, it may not be suited for more complex financial advising. Financial decisions are rarely simple or impulsive.
Wealth Management
SEPTEMBER 19, 2024
Three Merrill breakaways offer their perspectives on the process of considering change and life outside the wirehouse.
Calculated Risk
SEPTEMBER 19, 2024
The DOL reported : In the week ending September 14, the advance figure for seasonally adjusted initial claims was 219,000 , a decrease of 12,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 230,000 to 231,000. The 4-week moving average was 227,500, a decrease of 3,500 from the previous week's revised average.
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
SEPTEMBER 19, 2024
Wednesday, October 16, 2024 | 1:00 PM Eastern Daylight Time
Calculated Risk
SEPTEMBER 19, 2024
From the NAR: Existing-Home Sales Declined 2.5% in August In August 2024, existing-home sales fell in the South, West, and Northeast, while the Midwest registered no change. Year-over-year, sales slipped in three regions but remained stable in the Northeast. emphasis added Click on graph for larger image. This graph shows existing home sales, on a Seasonally Adjusted Annual Rate (SAAR) basis since 1994.
Wealth Management
SEPTEMBER 19, 2024
Rate hikes and regulatory scrutiny are the top concerns.
Calculated Risk
SEPTEMBER 19, 2024
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For August, Realtor.com reported inventory was up 5.8% YoY, but still down 26.4% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 33.0% YoY. Realtor.com has monthly and weekly data on the existing home market.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Wealth Management
SEPTEMBER 19, 2024
Five essential tips to help clients donate business interests.
Advisor Perspectives
SEPTEMBER 19, 2024
An ETF that just last month was dubbed the most volatile to ever hit Wall Street has already been upstaged, after the debut of a competing product that adds even more leverage.
Darrow Wealth Management
SEPTEMBER 19, 2024
Updated for 2024. The Simplified Employee Pension (SEP IRA) is a type of a traditional IRA adopted by self-employed small business owners (sole proprietors, partnerships, C and S corporations), and the self-employed. Unlike most types of retirement plans, the SEP IRA is funded by the employer. Here’s more on what a SEP IRA is, tax benefits, contribution limits, and important deadlines.
Wealthfront
SEPTEMBER 19, 2024
You may not think about it very often, but the federal funds rate (or “fed funds rate” for short) almost certainly has an impact on your life. It’s an important factor in the interest you earn on your savings as well as the rate you pay on any loans or debt. The fed funds rate […] The post How the Fed Funds Rate Impacts the Wealthfront Cash Account appeared first on Wealthfront Blog.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Advisor Perspectives
SEPTEMBER 19, 2024
In the week ending September 14th, initial jobless claims were at a seasonally adjusted level of 219,000. This represents a decrease of 12,000 from the previous week's figure and is better than the 230,000 economists were expecting.
Trade Brains
SEPTEMBER 19, 2024
Vodafone Idea, India’s third-largest mobile network operator, faces a critical juncture as it grapples with mounting challenges in the fiercely competitive telecom sector. Following Goldman Sachs recent downgrade, investors are closely scrutinising the company’s ability to overcome its financial hurdles and reverse market share erosion. Despite serving over 210 million subscribers, Vodafone Idea contends with substantial losses and a staggering debt burden.
Advisor Perspectives
SEPTEMBER 19, 2024
The Federal Reserve on Wednesday began its policy easing with a bang. Much of the focus was on its decision to cut interest rates by half a percentage point from a two-decade high. But the key question for the bond market is where rates will land once all is said and done. Nobody knows for sure, and Chair Jerome Powell injected enough uncertainty to ensure a choppy ride ahead.
Validea
SEPTEMBER 19, 2024
In this episode, we dive deep into the world of options and their impact on market dynamics. We start with an “Options Dealer Flows 101” primer, explaining key concepts like delta hedging, gamma, charm, and vanna to help viewers understand how options flows can drive stock prices. We then analyze the current market situation heading into the September 2024 options expiration, one of the biggest of the year.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
Advisor Perspectives
SEPTEMBER 19, 2024
In the frothy business of selling artificial intelligence service, Salesforce Inc. has been punching above its own weight. “Salesforce?” I hear you wonder. The folks in the dull business of selling customer relationship management software?
Validea
SEPTEMBER 19, 2024
Warren Buffett, the Oracle of Omaha, is known for his value investing strategy and long-term approach to stock picking. While Buffett himself hasn’t publicly expressed interest in buying Google (now Alphabet Inc.), our quantitative model based on his investment philosophy suggests that the tech giant might be a perfect fit for his portfolio. Let’s dive into why Google (GOOGL) could be an attractive investment according to Buffett’s criteria.
Advisor Perspectives
SEPTEMBER 19, 2024
Many investors understandably are wondering where Japan’s equity markets are heading. The market had a good year through June. After that it changed. The Bank of Japan's hawkishly delivered interest rate increase on July 31 preceded the release of weak U.S. economic data.
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