Abnormal Returns
MARCH 20, 2024
Podcasts Robin Powell talks with Ben Carlson about why the U.S. stock market has held up. (youtube.com) Barry Ritholtz talks with Jim O'Shaughnessy about the benefits of a quantitative investment approach. (ritholtz.com) Dan Haylett talks with Christine Benz about her new book "How to Retire: 20 Lessons For A Happy, Successful & Wealthy Retirement.
Nerd's Eye View
MARCH 20, 2024
Monte Carlo simulations have become a central method of conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs. By distilling hundreds of pieces of information into a single number that purports to show the percentage chance that a portfolio will not be depleted over the course of a client's life, advisors often place special emphasis on this data point when they present a financial plan.
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Abnormal Returns
MARCH 20, 2024
Strategy Ten things to know about building a diversified portfolio. (morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. (capitalspectator.com) Crypto Promises of a lower expense ratio are not preventing outflows from the Grayscale Bitcoin Trust ($GBTC). (etf.com) Don't let spot Bitcoin ETFs fool you about the nature of crypto.
The Big Picture
MARCH 20, 2024
At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Full transcript below. ~~~ About this week’s guest: Jim O’Shaughnessy, former chairman and founder of O’Shaughnessy Asset Management (now part of Franklin Templeton) and author of the New York Times bestselling book, “What Works on Wall Stre
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.
Calculated Risk
MARCH 20, 2024
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 1.6 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending March 15, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 1.6 percent on a seasonally adjusted basis from one week earlier.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
MARCH 20, 2024
Statement here. Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. Here are the projections. Since the last projections were released, the economy has performed close to FOMC expectations. In December, the FOMC participants’ midpoint of the target level for the federal funds rate was at 4.675% at the end of 2024.
Wealth Management
MARCH 20, 2024
When advisor Will Hoffman’s son was diagnosed with a genetic disorder, he decided to set an example for his family around overcoming the struggles life may deal you.
Trade Brains
MARCH 20, 2024
SRM Contractors IPO Review: SRM Contractors is coming up with its IPO issue of Rs. 130.20 Cr which will open on 26th March 2024. The issue will close on 28th March and be listed on the exchange on 3rd April 2024. This article will analyze the GMP, Financials, strengths and weaknesses of the SRM Contractors IPO Review 2024. Keep reading to find out! SRM Contractors IPO Review – Company Overview SRM Contractors is an engineering, construction, and development Company engaged in constructing
Wealth Management
MARCH 20, 2024
Professionalization, new investors and market realities are changing the rules of RIA M&A, according to research from Advisor Growth Strategies.
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.
Random Roger's Retirement Planning
MARCH 20, 2024
Amy Arnott from Morningstar wrote Top 10 Things To Know About Building A Diversified Portfolio. There are some good ideas here, some of which we've covered before like no way of knowing what segment of the market will be the best performer, this pertains to individual holdings too, that REITs aren't great diversifiers but there is absolutely a place for the attributes of higher yield and lower beta and she also touched on alternatives.
Wealth Management
MARCH 20, 2024
Explore the strategic shifts and challenges faced by wealth management firms as they position themselves to better serve their client needs and grow their top lines.
A Wealth of Common Sense
MARCH 20, 2024
Today’s Animal Spirits is brought to you by YCharts and Fabric by Gerber Life See here for YCharts’ 2024 advisor-client communication survey See here for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: Sorry stock bulls, the ‘Wall of Cash’ isn’t all headed your way A chart market skeptics will find frustrating Inflation at the grocery st.
Wealth Management
MARCH 20, 2024
More than half of the advisory clients in a February survey reported leaving their advisor in 2023, while another 9% thought about it.
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Calculated Risk
MARCH 20, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 212 thousand initial claims, up from 209 thousand last week. • Also at 8:30 AM, the Philly Fed manufacturing survey for March. The consensus is for a reading of -2.5, down from 5.2. • At 10:00 AM: Existing Home Sales for February from the National Association of Realtors (NAR).
Wealth Management
MARCH 20, 2024
Open, honest and candid discussion about 401(k) led retirements, the DOL fiduciary rule, the changing business models for record keepers and more.
Calculated Risk
MARCH 20, 2024
FOMC Statement: Recent indicators suggest that economic activity has been expanding at a solid pace. Job gains have remained strong, and the unemployment rate has remained low. Inflation has eased over the past year but remains elevated. The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. The Committee judges that the risks to achieving its employment and inflation goals are moving into better balance.
Wealth Management
MARCH 20, 2024
Meath Wealth Advisors represents the 7th team to join Journey since its inception in 2021 and the RIA’s first Minneapolis office.
Speaker: Igli Laci, Strategic Finance Leader
In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a
Calculated Risk
MARCH 20, 2024
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: AIA/Deltek ABI Reports Moderation in the Slowdown in Business Conditions at Architecture Firms in February Architecture firm billings continued to decline in February, with an AIA/Deltek Architecture Billings Index (ABI) score of 49.5 for the month.
Wealth Management
MARCH 20, 2024
Warhol's estate pays photographer $21,000 for the use of a Prince photograph.
Advisor Perspectives
MARCH 20, 2024
Bitcoin's price tumbled below $62,000 this week after reaching an all-time high just one week ago. BTC is currently up ~40% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 3/19/24.
Wealth Management
MARCH 20, 2024
Recognizing women as economic decision makers opens of new opportunities.
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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.
NAIFA Advisor Today
MARCH 20, 2024
Carina Hatfield is a Life Underwriting Training Council Fellow (LUTCF), Commercial Lines Coverage Specialist (CLCS), and Life and Annuity Certified Professional (LACP). As a third-generation insurance agent, she specializes in property and casualty insurance and works with locally owned businesses. Carina serves NAIFA as a National Trustee and a moderator for Pennsylvania’s Leadership in Life Institute.
Wealth Management
MARCH 20, 2024
Wilshire’s experts will help Yieldstreet’s clients engage in new investment strategies and get access to investments sourced by an institutional advisor.
Advisor Perspectives
MARCH 20, 2024
The price point for a full-service offering is naturally higher than that of a core offering. If you use a meaningful amount of the full-service resources, their pricing can be advantageous.
Wealth Management
MARCH 20, 2024
But you have to put in the sweat equity to make it work.
Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global
In the fast-paced world of corporate finance, staying ahead of the curve is crucial for sustainable growth and profitability. This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. Whether you're aiming to refine your financial strategies or seeking innovative solutions to drive performance, this new session is for you!
Advisor Perspectives
MARCH 20, 2024
Household equity allocations are again sharply rising, as the “Fear Of Missing Out” or “F.O.M.O.” fuels a near panic mentality to chase markets higher.
Tobias Financial
MARCH 20, 2024
In a recent MarketWatch article spotlighting tax filing options for married couples, our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, shared valuable insights on the choices between filing jointly or separately. While the tax code generally favors joint returns, there are instances where spouses may benefit from filing apart. Marianela highlighted that income-driven student loan repayment plans are one such scenario where filing separately could be advantageous.
Advisor Perspectives
MARCH 20, 2024
Goldman Sachs Asset Management is charting a path to break into the top ranks of what’s projected to grow into a more than $10 trillion industry by the end of the decade.
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