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?
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.
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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.
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.
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.
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.
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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
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.
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.
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.
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.
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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?
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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