Abnormal Returns
OCTOBER 13, 2024
Top clicks this week If diversification is good, why not diversify globally? (humbledollar.com) Don't make your investing more complicated than it needs to be. (flyoverstocks.com) What institutional investors are doing isn't working. (blogs.cfainstitute.org) There is a whole class of pundits out there trying to knock you off your game. (downtownjoshbrown.com) Who died and paid the IRS a $7 billion estate tax bill?
Calculated Risk
OCTOBER 13, 2024
From STR: U.S. hotel results for week ending 5 October Due to Rosh Hashana, the U.S. hotel industry reported negative year-over-year comparisons, according to CoStar’s latest data through 5 October. 29 September through 5 October 2024 (percentage change from comparable week in 2023): • Occupancy: 65.6% (-3.4%) • Average daily rate (ADR): US$156.25 (-4.4%) • Revenue per available room (RevPAR): US$102.44 (-7.7%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy
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Abnormal Returns
OCTOBER 13, 2024
Markets Stock market returns are rarely average. (tker.co) Why you can't extrapolate market returns. (awealthofcommonsense.com) Markets aren't perfectly efficient, but that doesn't mean you can effectively take advantage. (humbledollar.com) Fund management Why personalization could be coming for target date funds. (riabiz.com) How short-term interest rates affect managed futures fund returns.
A Wealth of Common Sense
OCTOBER 13, 2024
Through the end of September, the S&P 500 was up more than 36% in the prior 12 months. That’s a good return. In fact, it’s good enough to put it in the top 10% of one year returns going all the way back to 1926. The stock market is on a heater. Here’s one way to look at how wonderful things have been of late: I calculated the annualized returns over various time frames going way way back.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Trade Brains
OCTOBER 13, 2024
The Securities and Exchange Board of India (SEBI) has given the green light to Jio Financial Services and BlackRock’s joint venture. This strategic partnership brings together Jio’s massive customer base of 450 million users and BlackRock’s global investment expertise, managing over $10 trillion in assets. The joint venture aims to make investing easier for Indian customers.
Random Roger's Retirement Planning
OCTOBER 13, 2024
I stumbled into a new option income fund with the Peerless Option Income Wheel ETF (WEEL). This graphic explains the strategy. It started trading this past spring and does not stand out as being particularly bad or good. As of last Friday, it owned just just two ETFs, an oil services fund and a semiconductor ETF. For now, it is mostly short put options on ETFs.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Million Dollar Round Table (MDRT)
OCTOBER 13, 2024
By Kate Zabriskie Neuroscience reveals that habits, both good and bad, are deeply ingrained neural pathways. These mental shortcuts allow us to navigate daily tasks efficiently, but they can also hinder growth and innovation. So how can we break free from this cycle and leverage brain science to create lasting change? Identify habit triggers The initial step in rewiring neural pathways is recognizing the habits that hinder progress.
Advisor Perspectives
OCTOBER 13, 2024
The bond market is growing less convinced by the day that the Federal Reserve will embark on two further interest-rate cuts this year.
Tobias Financial
OCTOBER 13, 2024
We are excited to announce that our Wealth Advisor, Franklin Gay , CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA) Miami Symposium! This event, set for October 17, 2024, will gather financial planning professionals from across South Florida for a day of insights, networking, and professional development. Franklin will share his knowledge during the “Practical Applications Working with Allied Professionals” panel.
Trade Brains
OCTOBER 13, 2024
The Federal Reserve Interest Rate is a key tool in U.S. monetary policy. It’s the rate banks charge each other for overnight loans. This rate influences borrowing costs across the economy. When the Fed raises rates, loans become more expensive. Conversely, lower rates make borrowing cheaper. The Fed uses this rate to manage inflation and economic growth.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Advisor Perspectives
OCTOBER 13, 2024
The US debt is near its highest level in history and on track to grow. Neither political party currently seems intent on making it more sustainable.
Mr. Money Mustache
OCTOBER 13, 2024
– Well, it looks like we’re here in another US election year already. As Advanced Mustachians, we already know that the ongoing battle of Harris vs. Trump should not be consuming much of our time. Sure, we do our research and cast our votes but after that we move right on to focus on other things within our own circle of control. But out of all the things the politicians like to bicker about, there’s one area where MMM does need to set the record straight, and that area is of course money.
Advisor Perspectives
OCTOBER 13, 2024
The market continues to trend higher on Goldilocks pixie dust.
The Big Picture
OCTOBER 13, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Trump’s Speeches, Increasingly Angry and Rambling, Reignite the Question of Age : With the passage of time, the 78-year-old former president’s speeches have grown darker, harsher, longer, angrier, less focused, more profane and increasingly fixated on the past, according to a review of his public appearances over the years. ( New York Times ) • Who died and left the US $7 billion?
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Advisor Perspectives
OCTOBER 13, 2024
The latest S&P 500 rebalance introduced Dell and Palantir to the index, and Apple’s weight grew with annual float changes, signaling technology’s ongoing influence.
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