Abnormal Returns
OCTOBER 27, 2024
Markets Jeff Somer, "Hedging and prediction markets are certainly worth knowing about, but for financial well-being, I believe that straightforward strategies are superior for most of us — as long as the great U.S. experiment endures." (nytimes.com) On the danger of forecasting decade-long returns. (tker.co) The problem with broad emerging market indices.
Calculated Risk
OCTOBER 27, 2024
Weekend: • Schedule for Week of October 27, 2024 Monday: • 10:30 AM ET, Dallas Fed Survey of Manufacturing Activity for October. This is the last regional Fed survey for October. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 24 and DOW futures are up 134 (fair value). Oil prices were down over the last week with WTI futures at $71.78 per barrel and Brent at $76.05 per barrel.
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Trade Brains
OCTOBER 27, 2024
Stock recommendations are advice from financial experts telling investors whether they should buy, sell, or keep certain stocks based on their analysis of the market. A buy call recommendation tells investors to purchase a stock because it’s expected to rise in value based on favorable analysis. Indian Renewable Energy Development Agency Limited Indian Renewable Energy Development Agency (IREDA) is a Government of India enterprise that provides financial support for renewable energy and e
Steve Sanduski
OCTOBER 27, 2024
01 Why is systematizing your financial advisory firm important? In today’s fast-paced financial landscape, systematizing your office is essential for efficiency and delivering exceptional client service. As technology continues to evolve, it provides new tools to streamline operations, but the core principles of systematization remain consistent.
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 27, 2024
RIL share price : Reliance shares opened at Rs 1,338, which appeared to be 49.61% lower than Friday’s closing price of Rs 2,655.45 on the Bombay Stock Exchange (BSE). Shares of Reliance Industries Ltd (RIL) saw an apparent fall of nearly 50% on Monday, confusing many investors on trading apps. However, this drop is not an indication of a market loss but is due to the company’s latest bonus share issue.
Random Roger's Retirement Planning
OCTOBER 27, 2024
This post will revisit an idea we have touched on a few time before. The textbook order from which retirees "should" draw from is taxable accounts until depleted, then traditional IRAs until depleted and finally Roth IRAs. Frequently, they never get to the Roth and that can be part of the estate. This has to do with taxes and RMDs but it is very generic.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
OCTOBER 27, 2024
Big energy companies are making the case that skyrocketing electricity demand from data centers — and the need to build more power sources to meet it — will end up being good for the climate.
oXYGen Financial
OCTOBER 27, 2024
Advisor Perspectives
OCTOBER 27, 2024
Been with the same employer for 10 years or more? That doesn’t exactly make you a rarity in the US, where 30.2% of employed wage and salary workers were in that situation as of January 2024, according to data released last month by the Bureau of Labor Statistics. And while this percentage is down from a decade ago, it’s close to where things stood for the much of the 1980s, 1990s and 2000s.
Abnormal Returns
OCTOBER 27, 2024
Top clicks this week Why we diversify. (awealthofcommonsense.com) We have entered an era where the economy is good, but everyone thinks it sucks. (awealthofcommonsense.com) Howard Marks thinks nearly every investor should look at private debt. (on.ft.com) Google's ($GOOGL) big businesses are in a slow, decline. (wheresyoured.at) Now is not a horrible time to rebalance your portfolio.
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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 27, 2024
As advisors wrestle with the impacts of interest rates, inflation, and the election, it is more important than ever to hear from the experts.
Calculated Risk
OCTOBER 27, 2024
Employment in October will be negatively impact by Hurricane Milton and the Boeing strike. Here is the CES Strike report for October released on Friday. This shows a total of 44,000 workers on strike in October. The impact of Hurricane Milton is less clear. Fed Governor Waller recently commented : [U]nfortunately, it won't be easy to interpret the October jobs report to be released just before the next FOMC meeting.
Advisor Perspectives
OCTOBER 27, 2024
Real estate stocks and related ETFs recently got a much needed positive jolt when the Federal Reserve lowered interest rates in September.
A Wealth of Common Sense
OCTOBER 27, 2024
When I was young and dumb, I was always impressed by finance people who used jargon and overcomplicated things. Markets are complex so I assumed that meant they required complex explanations and strategies. Boy was I wrong. Once I finally learned how much I didn’t know, it became clear that these were not the right people to follow. People who make things too complicated, even if they are intelligent, aren’t h.
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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?
Million Dollar Round Table (MDRT)
OCTOBER 27, 2024
By Bryce Sanders The last few months of the year are the gala season for nonprofit organizations in my area. During a four-week period, there are at least four events we will be attending and another four we will be missing. For some, you buy tickets, while others are member recognition events or annual meetings. All of them put you in the company of seriously wealth people.
The Big Picture
OCTOBER 27, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • America’s gullibility crisis : In the heat of this historic election, educated elites who should know better — billionaires, elected officials, journalists — keep falling for fakes, conspiracy theories and outright lies. Why it matters: Human gullibility is not a new phenomenon.
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