Nerd's Eye View
JULY 19, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Charles Schwab and other brokerage platforms are planning to increase the interest rates they pay on client cash held in their platform or cash sweep programs, which could boost the income of clients who maintain a cash balance in their accounts.
Abnormal Returns
JULY 19, 2024
Markets How climate change could strand trillions in investments. (bloomberg.com) Why the stock-bond correlation matters. (mrzepczynski.blogspot.com) Companies Crowdstrike ($CRWD) has some explaining to do as the world's computers go down. (theverge.com) Google ($GOOGL) just keeps getting worse. (om.co) Have we already passed peak AI hype? (bigtechnology.com) Media Netflix ($NFLX) is unique in its ability to turn old shows into hits.
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Alpha Architect
JULY 19, 2024
The amortization of volatility should be of concern for private capital asset classes. In order to properly budget for beta risks, it is critical that investors in private assets understand the amount of systemic (beta) risk that will “wash” into their private portfolios. The Impact of Amortizing Volatility across Private Investments was originally published at Alpha Architect.
Wealth Management
JULY 19, 2024
The outage began early Friday morning with a software update from the cybersecurity provider Crowdstrike as the likely culprit. Schwab posted on its website a message warning users of potential issues.
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
A Wealth of Common Sense
JULY 19, 2024
The Fed will likely begin cutting interest rates in the months ahead, for good reason. Last week felt like a victory against high inflation: We’ve now had no price increases on the overall inflation rate for two months.1 Some pundits still aren’t so sure it’s time to take a victory lap just yet. What about the 1970s? There was a spike in inflation at the outset of the decade, it fell, then re-accelerate.
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Wealth Management
JULY 19, 2024
Alleged LPL customer Daniel Peters is seeking a class action suit, accusing the firm of pocketing most of the interest generated in cash sweep accounts.
Calculated Risk
JULY 19, 2024
The advance estimate of 2nd quarter GDP will be released next week. From BofA: Our 2Q GDP tracking estimate is up two-tenths to 2.4% q/q saar since our last publication, largely due to higher-than-expected industrial production (IP) and housing starts and permits [July 18th estimate] emphasis added From Goldman: We boosted our Q2 GDP tracking estimate by 0.3pp to +2.6% (qoq ar) and our Q2 domestic final sales forecast by 0.1pp to 2.2%.
Wealth Management
JULY 19, 2024
Dynasty Investment Bank advised Abacus, which launched a wealth management division last year, on the deal with Carlisle Management.
Calculated Risk
JULY 19, 2024
Today, in the Calculated Risk Real Estate Newsletter: California Home Sales Down 3% SA YoY in June; 4th Look at Local Housing Markets in June A brief excerpt: The National Association of Realtors (NAR) is scheduled to release June Existing Home Sales on Tuesday July 23rd at 10 AM ET. The early consensus is for 4.00 million SAAR, down from 4.11 million in May, and down from 4.11 million in June 2023.
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
JULY 19, 2024
The S&P 500 fell 2.0% this week, its largest weekly drop since April. The index is currently up 16.07% year to date and has recorded a new all-time high 38 times this year.
NAIFA Advisor Today
JULY 19, 2024
Join us for a deep dive webinar on Wednesday, August 7th, 2024, from 12:00 pm to 1:00 pm Eastern. Two Humana experts, with nearly 45 years of combined experience, will delve into the benefits and opportunities of Medicare Supplement products.
Wealthfront
JULY 19, 2024
Meir Statman, PhD is an author and a leading scholar on behavioral finance, as well as an advisor to Wealthfront’s investment team. In his new book, A Wealth of Well-Being: A Holistic Approach to Behavioral Finance, he explores the relationship between life well-being and financial well-being. In this interview with Dr. Statman, we discuss his […] The post Financial vs.
Advisor Perspectives
JULY 19, 2024
Legions of bankers from Hong Kong and London to Dubai and South Africa were caught up in the global IT outage, leaving some unable to log on to computer systems and hobbling others from making trades.
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Truemind Capital
JULY 19, 2024
Equity Market Insights: The equity markets kind of ensure that there is never a dull quarter! From April to June 2024, the Indian equity market was highly volatile, mainly due to the Lok Sabha election results and ensuing political developments. On June 4, the election results showed that the ruling BJP did not achieve a majority on its own, although it remained the largest party in a coalition government.
Advisor Perspectives
JULY 19, 2024
Copper headed for its worst weekly loss since 2022 and iron ore extended a slump toward $100 a ton as a policy meeting in China failed to lay out more stimulus to shore up metals demand.
Abnormal Returns
JULY 19, 2024
Listening Podcasting app Overcast just turned 10 years old. (sixcolors.com) Matt Reustle and Dom Cooke talk podcast monetization with Matthew Sherry who is the Co-Founder and CEO of Platform Media. (joincolossus.com) Startups Logan Bartlett talks with Eric Glyman, CEO of Ramp. (theloganbartlettshow.simplecast.com) Jim O'Shaughnessy talks the metaverse and more with Matthew Ball, CEO of Epyllion.
Advisor Perspectives
JULY 19, 2024
When it comes to assembling a well-rounded investment portfolio, the makeup and placement of U.S. equity allocations are key considerations. Tony DeSpirito, Global CIO of BlackRock Fundamental Equities, challenges conventional thinking to suggest that alpha-seeking strategies in U.S. large-cap stocks are deserving of a core position in portfolios.
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
JULY 19, 2024
Portfolio Manager Daniel Siluk believes subsiding inflation and declining interest rates underpin a compelling argument for investors to reallocate funds away from money market strategies toward shorter-dated bonds.
Advisor Perspectives
JULY 19, 2024
Rachel Reeves is going to need some money. The UK’s new Chancellor of the Exchequer has inherited, she says, one of the worst sets of circumstances since World War II.
Advisor Perspectives
JULY 19, 2024
As Microsoft, Meta Platforms, chipmakers, and others prepare to report earnings, the AI-driven cloud and chip industries may continue to dominate the technology storyline.
Advisor Perspectives
JULY 19, 2024
For more than two years, inflation has eclipsed everything else at the Federal Reserve. In a shift eagerly awaited by global markets, that’s poised to change.
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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.
Advisor Perspectives
JULY 19, 2024
There’s a new-found religion in the US airline industry, and investors should be thrilled. It’s called discipline.
Advisor Perspectives
JULY 19, 2024
The yield on the 10-year note ended July 19, 2024 at 4.25%, the 2-year note ended at 4.49%, and the 30-year at 4.45%.
Advisor Perspectives
JULY 19, 2024
In the post-pandemic fiscal landscape, government debt trajectories may be volatile, but appear broadly sustainable.
Advisor Perspectives
JULY 19, 2024
US investors often stick to US markets. But that could be a costly mistake—especially today.
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
JULY 19, 2024
Welcome to the second installment of our new blog series, “Navigating Earnings Season,” where I examine the world of earnings reports from major companies — giants like JP Morgan and Pepsi, as well as niche players in various sectors.
Advisor Perspectives
JULY 19, 2024
As the U.S. evolved from a goods economy to a services economy, expansionary cycles more than doubled in length. But a recent resurgence in manufacturing may be taking us back to the future.
Advisor Perspectives
JULY 19, 2024
Artificial intelligence is set to become a game changer for the electric power industry, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
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