Abnormal Returns
OCTOBER 5, 2023
Books An excerpt from "Right Kind of Wrong: The Science of Failing Well" by Amy Edmondson. (behavioralscientist.org) An excerpt from "Eve: How the Female Body Drove 200 Million Years of Human Evolution" by Cat Bohannon. (theatlantic.com) An excerpt from "The Cost of Free Land: Jews, Lakota and an American Inheritance" by Rebecca Clarren. (politico.com) Academic fraud Behavioral science has a credibility problem.
Nerd's Eye View
OCTOBER 5, 2023
For many financial advisors, financial planning advice traditionally focuses on optimization: tax-efficient, continually rebalanced portfolios are often designed to maximize a client's wealth throughout retirement. Such optimization can serve as the backbone of an advisor's value proposition, providing a bottom-line analysis that communicates why those (not insubstantial) fees are worthwhile at the end of the day.
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Abnormal Returns
OCTOBER 5, 2023
Housing Mortgage rates are at a 23-year high, per Freddie Mac. (cnn.com) 8% 30-year mortgage rates are not off the table. (wsj.com) Millennials are bearing the brunt of the tight housing market. (on.ft.com) Strategy Why some people like to research and hold individual stocks instead of funds. (investmenttalk.co) The only reaction to an investment mistake is to admit it.
Carson Wealth
OCTOBER 5, 2023
By Beth Schanou, JD, CExP, Senior Wealth Planner Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.
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Alpha Architect
OCTOBER 5, 2023
Over the very long term, while value stocks have been less profitable and have had slower growth in earnings than growth stocks, they have provided higher returns. International Value Stocks Offering “More Bang for the Buck” was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 5, 2023
TwinFocus works with ultra-high-net-worth individuals, many of whom built first generation wealth. The firm is trying to bring them real estate investment opportunities while avoiding today’s high leverage costs.
A Wealth of Common Sense
OCTOBER 5, 2023
Nick Maggiulli joined me again this week to talk about questions on dollar cost averaging, locking in higher bond yields and how much leverage is enough for your personal balance sheet. Further Reading: The Bond Bear Market & Asset Allocation 1Maybe I would change my mind if long-term rates ever get to 7-8%. The post Experts vs. Amateurs appeared first on A Wealth of Common Sense.
Wealth Management
OCTOBER 5, 2023
Protecting the average retiree in a confusing landscape of investment planning vs. financial planning.
Calculated Risk
OCTOBER 5, 2023
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from Hannah Jones: Weekly Housing Trends View — Data Week Ending Sep 30, 2023 • Active inventory declined, with for-sale homes lagging behind year ago levels by 2.6%. During the past week, we observed the 15th successive weekly drop in the number of homes available for sale relative to the previous year.
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
Wealth Management
OCTOBER 5, 2023
Despite a vast array of offerings, only a handful of strategies consistently move the needle.
The Better Letter
OCTOBER 5, 2023
TBL is back, baby. Many thanks to all of you who reached out during my hiatus. Yes, I’m fine. I hurt my Achilles playing pickle ball but, really, I’m fine. However, a lot gone on since we were last together. My lovely bride and I packed up our home of 28 years and moved 2636 miles to where we bought and moved into a new house. We drove across the country (much slower than last time ).
Wealth Management
OCTOBER 5, 2023
These funds saw the most money flow out of them over the past 30 days.
Trade Brains
OCTOBER 5, 2023
Best Biofuel Stocks in India : Biofuels are renewable energy sources obtained from living organisms. Biodiesel, Corn ethanol, and biogas from organic byproducts are the most common biofuels. Renewable energy lessens the demand for a limited amount of nonrenewable resources such as fossil fuels. Biofuels have the ability to totally replace fossil fuels and decarbonize the transportation sector.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
Wealth Management
OCTOBER 5, 2023
Three wealth management veterans debate innovation, M&A, and the—real—advantages of artificial at Nitrogen's annual conference.
Trade Brains
OCTOBER 5, 2023
Fundamental Analysis of Siyaram Silk Mills: In the ever-changing world of fashion, the textile industry plays a big part in deciding what clothes we wear. India is well-known for making clothes and fabrics, with a long history of expertise in this field. Within this industry, there’s a stock called Siyaram Fashion Mills that has consistently delivered returns to its shareholders since its listing.
Wealth Management
OCTOBER 5, 2023
With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the impact on recruiting and the industry at large? And more.
Million Dollar Round Table (MDRT)
OCTOBER 5, 2023
By Clay Gillespie, CFP, CLU There are myriad ways to prepare clients for a fulfilling retirement. Clients accumulate assets for many years in the hope of retiring and living comfortably, but that’s only part of it. While clients may think everyone is happy and excited about retirement, it also can be one of the biggest stressors in their lives because their self-worth is tied to what they do for a living.
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.
Wealth Management
OCTOBER 5, 2023
Genstar, which first took a majority stake in Cetera in 2018, remains the majority shareholder in the broker/dealer network.
Calculated Risk
OCTOBER 5, 2023
The DOL reported : In the week ending September 30, the advance figure for seasonally adjusted initial claims was 207,000 , an increase of 2,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 204,000 to 205,000. The 4-week moving average was 208,750, a decrease of 2,500 from the previous week's revised average.
Wealth Management
OCTOBER 5, 2023
Roughly one-third to half of the more than 3,300 US-listed ETFs are likely unable to cover their annual operating costs, according to a Citigroup Inc. analysis.
The Irrelevant Investor
OCTOBER 5, 2023
Today’s Compound and Friends is brought to you by Birddogs: Go to birddogs.com/COMPOUND or enter code COMPOUND for a free dad hat. On today’s show, we discuss: Jay Powell on instagram Questions, shrugs, and what comes next: A quarter century of change AIs $200B question The AI boom-bust FTX employees found Alameda’s secret backdoor months before collapse Listen here: Charts: Recommendations.
Speaker: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.
Wealth Management
OCTOBER 5, 2023
Nightingale struck a deal to sell assets in order to pay back CrowdStreet Investors, reported Bisnow. Forbes listed 25 real estate tycoons among its latest list of billionaires. These are among the must reads from the real estate investment world to end the week.
Carson Wealth
OCTOBER 5, 2023
No matter how few your assets or how extensive your properties, an estate plan will help you preserve your legacy and provide clarity to your surviving family. Our estate planning checklist can help you start the process and tick those important boxes on your way to confidence about the future. Fill in the form below to download the checklist: Download the checklist today to get started.
Wealth Management
OCTOBER 5, 2023
Sixty-nine new ETFs came to market last month, one of the busiest since at least 2016.
Random Roger's Retirement Planning
OCTOBER 5, 2023
One of the fun things about having this blog is the ongoing search for improving portfolio construction, discovering new funds and whether they could be part of the solution. Hint: most aren't but it is a fun and interesting exercise and every so often a fund does make the cut. With that in mind I wanted to look at a couple of new (to me) funds and circle back to a couple we've looked at before to see if we can glean anything new.
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.
Advisor Perspectives
OCTOBER 5, 2023
As Markets Insider reported, NVIDIA is the king of AI and it’s recently become the king of the stock market. But is NVIDIA still a good investment today after rising so much?
Calculated Risk
OCTOBER 5, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Employment Report for September. The consensus is for 150,000 jobs added, and for the unemployment rate to decrease to 3.7%.
NAIFA Advisor Today
OCTOBER 5, 2023
Morris Morrison is a world-class speaker, author, and entertainer who has learned the value of choosing to tell a better story and the power that comes from the stories we live. Drawing purpose and inspiration from his faith, family, and motivation to energize individuals and communities, Morris builds stronger, smarter, and kinder human beings.
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