Abnormal Returns
NOVEMBER 17, 2023
Concentration How worried should you be by an increasingly concentrated stock market? (alphaarchitect.com) Stock market skew makes portfolio concentration dangerous. (awealthofcommonsense.com) Fund management Emerging market investors have a China decision to make. (wsj.com) Bonds vs. bond funds: funds are fine for most investors. (etf.com) AI A deep dive into the state of AI from Coatue.
The Reformed Broker
NOVEMBER 17, 2023
On episode 118 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Kevin Simpson to discuss: covered call strategies, the Fed, Warren Buffett’s latest moves, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere else!
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A Wealth of Common Sense
NOVEMBER 17, 2023
I saw a chart this week from Bank of America that more or less sums up my entire investment philosophy: In the long run, stock prices go up. I view the stock market as a way to invest in innovation, profits, progress and people waking up in the morning looking to better their current situation. While I love the fact that this chart illustrates my long-term philosophy it’s a bit misleading.
The Big Picture
NOVEMBER 17, 2023
I had fun chatting with David L. Bahnsen of The Bahnsen Group. David hosts a podcast on National Review with the delightfully punny title, Capital Record. David is a card-carrying conservative; we are on the opposite sides of many issues, but we always manage to enjoy a respectful debate about broad issues and theory. I think you will enjoy our conversation… Source : Episode 145: Politics and Your Portfolio DAVID L.
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Wealth Management
NOVEMBER 17, 2023
Understand this important aspect of the Corporate Transparency Act, as well as its limitations.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
NOVEMBER 17, 2023
visiWealth founder Dr. Ross Riskin discusses the how engaging visuals takes the complexity out of financial planning.
Advisor Perspectives
NOVEMBER 17, 2023
I've updated this series to include the October release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $49,185, down 8.1% from over 50 years ago. After adjusting for inflation, hourly earnings are below their all-time high from April 2020.
Wealth Management
NOVEMBER 17, 2023
Executives say Osaic's new name and consolidation drove a 240% increase in its recruited assets in the third quarter over a year ago.
Trade Brains
NOVEMBER 17, 2023
Fundamental Analysis Of Waaree Renewable Technologies : Electricity is a necessity and there would be no commercial activity in the economy without energy. Industries and Households require electricity in day-to-day activities and operations. In this article, we are going to fundamentally discuss a company that is into Solar Power Supplier as well as undertake projects on Installation.
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
NOVEMBER 17, 2023
Mariner Wealth Advisors' "ongoing" campaign to lure Edelman Financial Engines advisors incentivizes them to break employment agreements and a "sinking ship"
Discipline Funds
NOVEMBER 17, 2023
Here are some things I think I am thinking about. 1) Is Inflation Dead? One of the main themes here this year was that the rate of inflation would gradually decline all year. And while that’s been right the rate of inflation hasn’t slowed enough for the Fed’s comfort level. But this was an interesting week for the inflation outlook because the narrative is now taking a turn in the deflationary direction.
Wealth Management
NOVEMBER 17, 2023
Also, Wealthfront grew client assets, Income Lab selects BridgeFT, Summit adds LifeYield, and AdvicePay surpasses a million transactions.
Calculated Risk
NOVEMBER 17, 2023
Today, in the CalculatedRisk Real Estate Newsletter: October Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction Excerpt: The third graph shows the month-to-month comparison for total starts between 2022 (blue) and 2023 (red). Total starts were down 4.2% in October compared to October 2022. And starts year-to-date are down 11.3% compared to last year.
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
NOVEMBER 17, 2023
Telemus adds Chicago-based Ketoret Capital, which focuses on serving widows, divorcees and members of the Jewish diaspora.
Integrity Financial Planning
NOVEMBER 17, 2023
In a time when computers and online platforms dominate our leisure time, revisiting classic board games like Scrabble, Rummikub, and Clue can offer a refreshing change of pace and a great way to unplug for the night. These games, timeless in their appeal, provide not just entertainment but also a way to stimulate the mind and foster social connections.
Wealth Management
NOVEMBER 17, 2023
Ron Chandler, president of Summit Investment Management, provides an honest assessment of the technology tools used by the $75-million-AUM firm to work with clients and drive business.
Calculated Risk
NOVEMBER 17, 2023
From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately‐owned housing starts in October were at a seasonally adjusted annual rate of 1,372,000. This is 1.9 percent above the revised September estimate of 1,346,000, but is 4.2 percent below the October 2022 rate of 1,432,000. Single‐family housing starts in October were at a rate of 970,000; this is 0.2 percent above the revised September figure of 968,000.
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
NOVEMBER 17, 2023
The tax code may be complicated, but it's got nothing on TikTok slang.
Calculated Risk
NOVEMBER 17, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Due to changes at the CDC, weekly cases are no longer updated. For deaths, I'm currently using 3 weeks ago for "now", since the most recent two weeks will be revised significantly. Hospitalizations have more than doubled from a low of 5,150 in June 2023. Hospitalizations are far below the peak of 150,000 in January 2022.
Wealth Management
NOVEMBER 17, 2023
Joining as a founding managing partner and global investment strategist, Joelson brings an impressive resume to the nascent, tech-centric advisory platform.
Calculated Risk
NOVEMBER 17, 2023
From Goldman: We boosted our Q4 GDP tracking estimate by 0.1pp to +1.9% (qoq ar) and our domestic final sales estimate by 0.1pp to 2.0%. [Nov 17th estimate] emphasis added And from the Altanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the fourth quarter of 2023 is 2.0 percent on November 17, down from 2.2 percent on November 15.
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
NOVEMBER 17, 2023
Mariner's "ongoing" campaign to lure Edelman Financial Engines advisors incentivizes them to break employment agreements and a "sinking ship"
Calculated Risk
NOVEMBER 17, 2023
Today, in the CalculatedRisk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in October Excerpt: Chart of the Week: Mortgage Rates Follow MBS Yields, Not 10-Year Treasury Yields For an explanation of “why”, see Lawler: Update on Mortgage/Treasury Spreads From Tom Lawler: 30 Year FRM: Optimal Blue Conventional Conforming 30-year Fixed-Rate Mortgage where LTV 740.
Wealth Management
NOVEMBER 17, 2023
It was another busy week for M&A in the RIA space, with no less than 10 firms announcing deals, representing close to $8 billion in transacted assets.
Advisor Perspectives
NOVEMBER 17, 2023
In October, building permits reached a seasonally adjusted annual rate of 1.487 million, surpassing the forecasted 1.450 million. This marks a 1.1% increase from September and a 4.4% decline compared to one year ago.
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.
Wealth Management
NOVEMBER 17, 2023
Wednesday, December 13, 2023 | 2:00 PM ET
Advisor Perspectives
NOVEMBER 17, 2023
In October, housing starts rose to a seasonally adjusted annual rate of 1.372 million, surpassing the forecasted 1.345 million. This marks a 1.9% increase from September and a 4.2% decline compared to one year ago.
Wealth Management
NOVEMBER 17, 2023
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