Abnormal Returns
SEPTEMBER 17, 2023
Also on the site The question with emerging market equities is if, not when. (abnormalreturns.com) The return on hassle is a real thing. (abnormalreturns.com) Top clicks this week TIPS are on sale. (morningstar.com) Bull markets have four distinct stages. (ritholtz.com) The rise in real interest rates is stunning. (econbrowser.com) How retirement can open you up to new possibilities.
A Wealth of Common Sense
SEPTEMBER 17, 2023
The Federal Reserve has tracked household balance sheet data going back to 1952. Each quarter they provide details on total financial assets and liabilities for households and nonprofit organizations. This data doesn’t tell us where the economy is heading but it can help understand how Americans are generally positioned for whatever happens next.
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Abnormal Returns
SEPTEMBER 17, 2023
Finance Goldman Sachs ($GS) want to sell HNW clients a piece of a sports franchise. (frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think. (hunterwalk.com) Fund management How securities lending works. (morningstar.com) A new ETF looks to generate income from selling daily options. (reuters.com) Apple Insights from this week's big Apple event.
Trade Brains
SEPTEMBER 17, 2023
Top Indian Stocks Held By Goldman Sachs : Goldman Sachs has been serving clients in India since the 1980s and established an onshore presence in Bengaluru, in 2004, Mumbai, India in December 2006 and a new office in Hyderabad opened in 2021 following a ten-year joint venture. Today, Goldman employs 9000+ Indians and serves leading corporate and institutional clients through corporate finance advisory, equity sales and trading, and fixed-income securities businesses, as well as providing macro-e
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Alpha Architect
SEPTEMBER 17, 2023
Cryptocurrency and the various forms of infrastructure are currently in a stage of rapid innovation. If the manipulation embedded in PADs is widespread then the confidence in and integrity of the crypto market will suffer. A New Wolf in Town? Pump-and-Dump Manipulation in Cryptocurrency Markets was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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The Irrelevant Investor
SEPTEMBER 17, 2023
“If you can appreciate the past, live in the present, and plan for the future, then what more can you ask for?” Nick Maggiulli nailed it in The Never-Ending Now, when he described how to strike the right balance in life. Of course these are just words, and like everything else, they’re easier said than done. When you’re young, you have no past.
Trade Brains
SEPTEMBER 17, 2023
Best Porinju Veliyath Portfolio Stocks: Investors are always on the lookout for small-cap companies which can lead to multi-bagger returns. However, analysing small caps can be overwhelming as there are too many of them. There is one ace investor, Porinju Veliyath who has a demonstrated ability to pick wealth-creating small-cap stocks. In this article, we’ll read about such best Porinju Veliyath portfolio stocks.
Million Dollar Round Table (MDRT)
SEPTEMBER 17, 2023
By Yung Sze Hon Solomon If a client or prospect doesn’t understand why they need additional medical insurance policies, I use the following metaphor. I have a bad habit of not bringing an umbrella when I go out, and yet sometimes it rains. And when it rains, I pick up a newspaper to protect myself from the rain. When the rain is heavy, my newspaper gets soaked, turns into pieces and I get wet.
Random Roger's Retirement Planning
SEPTEMBER 17, 2023
Barron's had very good, plain language explanation of the differences between regular Medicare and Medicare Advantage plans. Not all questions were addressed but it's a worthwhile read. The very short version is Medicare Advantage plans are much cheaper with the tradeoff being you might have trouble getting the approval you need if something serious goes wrong with your health.
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.
The Irrelevant Investor
SEPTEMBER 17, 2023
Today’s Talk Your Book is presented by GLASfunds: On today’s show, we are joined again by Brett Hillard, CIO of GLASfunds to discuss an update on investing in alternatives. On today’s show, we discuss: Who GLASfunds is, and what they do GLASfunds vs. a feeder-fund Wealth management vs. institutional investment in alternatives How advisors are utilizing GLASfunds Investing in alternatives in a rising-rate env.
Calculated Risk
SEPTEMBER 17, 2023
Weekend: • Schedule for Week of September 17, 2023 Monday: • At 10:00 AM ET, The September NAHB homebuilder survey. The consensus is for a reading of 50, unchanged from 50 in August. Any number above 50 indicates that more builders view sales conditions as good than poor. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures and DOW futures are up slightly (fair value).
Trade Brains
SEPTEMBER 17, 2023
Techknowgreen Solutions IPO Review: Techknowgreen Solutions is coming up with its Initial Public Offering. This IPO will be open for subscription on September 18, 2023, and closes on September 21, 2023. This is an SME(Small and Medium-sized Enterprise) IPO and the company is going to be listed on the BSE SME platform. In this article, we will look at Techknowgreen Solutions IPO Review, analyze its strengths and weaknesses and see what unfolds.
Advisor Perspectives
SEPTEMBER 17, 2023
Today, I am going to do something that I've never done. I am going to start a two-part series describing what is in my personal portfolio and why. Let me start by offering two caveats: This letter is in the “do as I say and not as I do” category.
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
oXYGen Financial
SEPTEMBER 17, 2023
Advisor Perspectives
SEPTEMBER 17, 2023
BlackRock and Human Interest have found that American workers earning less than the national average are not saving due to lack of access to saving tools. Broadening access requires an intuitive and automated approach to retirement savings.
The Big Picture
SEPTEMBER 17, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption, and policy failures: • When the Homeowners Association Comes for Your Home : A spate of foreclosures filed by HOAs in Denver illustrates the potential risks of an increasingly common homeownership model. ( Citylab ) • Elon Musk by Walter Isaacson review – arrested development : Walter Isaacson’s insight-free doorstop makes at least one thing clear: the richest man in the world has a lot of growing up to do. ( The Guardian ) se
Advisor Perspectives
SEPTEMBER 17, 2023
Bridgewater Associates LP founder Ray Dalio said he doesn’t want to own bonds and prefers cash, highlighting difficulties investors face as global central banks try to manage inflation.
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.
Advisor Perspectives
SEPTEMBER 17, 2023
The Energizer Bunny! That’s the term that best describes the U.S. economy.
Advisor Perspectives
SEPTEMBER 17, 2023
Bearish China traders have had the upper hand for most of the year. Still, easing deflation could give bulls a glimmer of hope.
Advisor Perspectives
SEPTEMBER 17, 2023
AI, with its data analysis and predictive power, can revolutionize investing. However, humans remain a crucial part of the process. Franklin Templeton Investment Solutions provides use cases into how different investors can harness AI to achieve their desired outcomes and workflows.
Advisor Perspectives
SEPTEMBER 17, 2023
Now, is it an oversimplification to say that the upgrade to GDP growth is just down to Taylor Swift and Beyoncé? It is, to a degree, no matter how popular they are—and they are very popular indeed.
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.
Advisor Perspectives
SEPTEMBER 17, 2023
Bitcoin, the largest cryptocurrency by market value, is mired in a slump. The decision in the Greyscale case stoked optimism that the SEC will eventually, finally approve spot bitcoin ETFs. Still, the bitcoin slump has erased all of the upside generated by the court ruling.
Advisor Perspectives
SEPTEMBER 17, 2023
Equity funds saw the biggest weekly inflow in 18 months amid growing investor confidence the US economy is headed for a soft landing, according to Bank of America Corp.
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