Abnormal Returns
NOVEMBER 19, 2023
Also on the site this week Over a lifetime, you can accumulate a lot of stuff. The chances are nobody wants any of it. (abnormalreturns.com) Top clicks this week Why it's a great time to be an investor. (blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio. (ritholtz.com) What it going to happen to all those assets in money market fund when yields eventually fall?
A Wealth of Common Sense
NOVEMBER 19, 2023
The S&P 500 last hit a new all-time high on January 3, 2022. The market has been slowly but surely working its way back to new highs but we’ve been underwater for nearly two years now: The market is within spitting distance of new highs but stocks have gone nowhere for almost two years. We’re a little less than four years into the 2020s and half of those years have seen no new highs but there have already.
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Abnormal Returns
NOVEMBER 19, 2023
Markets Cullen Roche, "The worst narrative in finance is this idea that stocks generate 10%+." (disciplinefunds.com) Why you should believe in stocks for the long run. (awealthofcommonsense.com) Diversify when you feel like you don't need it. (creativeplanning.com) Cash is a drug for investors. (etoro.com) Fund management The ESG wave has crested. (wsj.com) Fidelity files for a spot Ethereum ETF.
Wealth Management
NOVEMBER 19, 2023
Companies may consider the following four strategies for attracting and retaining top talent in the affordable housing industry.
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Million Dollar Round Table (MDRT)
NOVEMBER 19, 2023
By Chee Hong Gan, ChFC, CLU If as a financial advisor you’re not growing as fast as you would like, examine your convictions. A lack of clarity, both for yourself and how you articulate it to others, may be holding you back. It’s important to know what you stand for because, as the saying goes, if you don’t stand for something, you fall for anything.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
NOVEMBER 19, 2023
Weekend: • Schedule for Week of November 19, 2023 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 5 and DOW futures are down 11 (fair value). Oil prices were down over the last week with WTI futures at $75.89 per barrel and Brent at $80.61 per barrel. A year ago, WTI was at $80, and Brent was at $89 - so WTI oil prices were down 5% year-over-year.
Trade Brains
NOVEMBER 19, 2023
Flair Writing Industries IPO Review: Ever doodled in class with a pen? What if that pen came from a company older than your school memories? India’s oldest pen company is stepping into the spotlight with its first-ever IPO. The IPO will open for subscription on November 22, 2023, and close on November 24, 2023. In this article, we will look at the Flair Writing Industries IPO Review 2023 and analyze its strengths and weaknesses.
Calculated Risk
NOVEMBER 19, 2023
From STR: U.S. hotel results for week ending 11 November U.S. hotel performance increased from the previous week and showed positive year-over-year comparisons, according to CoStar’s latest data through 11 November. 5-11 November 2023 (percentage change from comparable week in 2022): • Occupancy: 64.8% (+0.8%) • Average daily rate (ADR): US$156.01 (+4.0%) • Revenue per available room (RevPAR): US$101.13 (+4.9%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy
Trade Brains
NOVEMBER 19, 2023
Best Microcap Stocks Under Rs 1000 : The possibilities are limitless if we can seize them at the right time and place. No one can predict the potential of everything we get. Likewise, the companies we choose in the Microcap segment act in the same way. In this article, we will fundamentally analyze Best Microcap Stocks Under Rs 1000, we shall see the list of stocks and its fundamentals.
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.
Advisor Perspectives
NOVEMBER 19, 2023
Portfolios with large allocations to alternatives can have many benefits. However, alternative allocations can deviate meaningfully from policy, particularly during periods of equity-market turbulence.
Clever Girl Finance
NOVEMBER 19, 2023
If you’re searching for the best high paying remote jobs and/or the best remote job sites, you’ve come to the right place! Today, the number of remote jobs has skyrocketed and the shift to working remotely is likely here to stay. Employees are adapting to working from home and doing so effectively. So, if you’re looking for remote work opportunities, this is a perfect time to do so!
Advisor Perspectives
NOVEMBER 19, 2023
Individuals are increasingly looking for more tailored investment solutions, so it makes sense for plan fiduciaries to consider a more personalized approach, according to John Kutz, National Retirement Plan Strategist. He says personalization may be the ticket to better retirement outcomes.
oXYGen Financial
NOVEMBER 19, 2023
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
Advisor Perspectives
NOVEMBER 19, 2023
The savage sell-off that hit Treasuries in prior months was driven by concerns a buyers’ strike had hit the $26 trillion bond market. It’s now confirmed: at least one set of investors headed for the exits back in September.
The Big Picture
NOVEMBER 19, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Terror on repeat : A rare look at the devastation caused by AR-15 shootings ( Washington Post ) • Failure at the fence: How Israel’s vaunted ‘Iron Wall’ crumbled : Hamas exploited vulnerabilities created by Israel’s reliance on technology at the “Iron Wall” to carry out the deadliest single assault in Israel’s history.
Advisor Perspectives
NOVEMBER 19, 2023
The bill will keep the federal government running into early 2024 but likely increases the risk of a shutdown in February.
Advisor Perspectives
NOVEMBER 19, 2023
A burst of activity in Bitcoin derivatives has evoked memories of the period in late 2021 when the token surged to an all-time high.
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
NOVEMBER 19, 2023
I find for many the same is true with ETFs and capital gains. However, the ETF pie continues to expand with newer investors each year. The persistent lack of a capital tax gain burden simply for holding onto an investment is worthy of celebration.
Advisor Perspectives
NOVEMBER 19, 2023
Investing in the stock market typically brings to mind the strategy of buying low and selling high. However, there’s another, somewhat counterintuitive method some investors employ: short selling.
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