Wealth Management
NOVEMBER 8, 2023
For the second straight month, sponsors launched dozens of new ETFs. That included eight bond ETFs, one commodoties ETF, 45 equities-based ETFs, 12 target date/multi-asset ETFs and four others.
Calculated Risk
NOVEMBER 8, 2023
Today, in the Calculated Risk Real Estate Newsletter: Inventory will Tell the Tale A brief excerpt: Two years ago, in November 2021, I wrote Inventory will Tell the Tale and recounted how changes in housing inventory had helped me forecast the housing market at several key points. Here is an update to that post with a few additional comments. Starting in January 2005, I was very bearish on housing , but I wasn’t sure when the market would turn.
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Wealth Management
NOVEMBER 8, 2023
He was reportedly planning to leave her after coming into the large sum of money.
Abnormal Returns
NOVEMBER 8, 2023
Markets The stock market usually goes up. (tker.co) Like it or not, technology stocks are leading. (allstarcharts.com) Technology How does the technology industry not get bigger? (notboring.co) OpenAI is laying out a path forward for a sustainable business. (stratechery.com) Meta ($META) has a path forward for WhatsApp profitability. (nytimes.com) Amazon ($AMZN) is going wide with offers for One Medical membership.
Speaker: Claire Grosjean
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Wealth Management
NOVEMBER 8, 2023
The Great Retirement induced by COVID-19 continues.
Abnormal Returns
NOVEMBER 8, 2023
Podcasts Christine Benz and Jeff Ptak talk with JL Collins author of "Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence." (morningstar.com) Peter Lazaroff talks with William Bernstein author of "The Four Pillars of Investing." (peterlazaroff.com) Robin Powell talks with Moira O'Neill about teach children about money.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Nerd's Eye View
NOVEMBER 8, 2023
Retirement is often framed as one's "golden years", a time to enjoy the fruits of several decades of hard work. And for many retirees who have planned accordingly, this transition is not a problem as they might spend generously on travel, hobbies, or other pursuits. Nevertheless, some retirees can find it emotionally challenging to bring themselves to go beyond the basics in retirement spending (e.g., because they have a hard time switching from 'savings' mode to 'spending' mode) and can be hesi
Wealth Management
NOVEMBER 8, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
Calculated Risk
NOVEMBER 8, 2023
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 2.5 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending November 3, 2023. The Market Composite Index, a measure of mortgage loan application volume, increased 2.5 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
NOVEMBER 8, 2023
A comprehensive guide to the impact of alternative investments on portfolio optimization.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Calculated Risk
NOVEMBER 8, 2023
Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16th. I've now switched to a new physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period both contracts were available.
Wealth Management
NOVEMBER 8, 2023
BlackRock sees balance-sheet strength, positive earnings revisions among larger-cap firms.
Calculated Risk
NOVEMBER 8, 2023
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 221 thousand initial claims, up from 217 thousand last week.
Wealth Management
NOVEMBER 8, 2023
Digital Prime Technologies’ Tokenet joins other firms seeking to fill a void left by the demise of crypto lenders Genesis, Celsius, BlockFi and others.
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
The Reformed Broker
NOVEMBER 8, 2023
On this special episode of TCAF Tuesday, Michael Batnick, Barry Ritholtz, and Downtown Josh Brown are joined by Campbell Harvey to discuss: the state of the economy, the yield curve indicator, the next recession, 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!
Wealth Management
NOVEMBER 8, 2023
Monday, November 27, 2023 | 2:00 PM ET
Meb Faber Research
NOVEMBER 8, 2023
“He was a U.S.-class smooth politician, which is the only way you’re going to survive in that job. It has nothing to do with investing.” That’s how Institutional Investor recently described a former CIO of the California Public Employees’ Retirement System, also known as CalPERS. The description is especially interesting when considering that the “I” […] The post Should CalPERS Fire Everyone And Just Buy Some ETFs?
Wealth Management
NOVEMBER 8, 2023
The SEC has been pressing Morgan Stanley to improve its processes and controls to prevent wealthy international clients from laundering money.
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Advisor Perspectives
NOVEMBER 8, 2023
Here are six key trends for HNW donors to consider during your giving season conversations.
Wealth Management
NOVEMBER 8, 2023
The industry pros who keep America’s $7.
Alpha Architect
NOVEMBER 8, 2023
Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: November 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
NOVEMBER 8, 2023
The private equity industry is racing to secure a share of the trillions of dollars in wealth held by the rising suburban rich.
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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?
A Wealth of Common Sense
NOVEMBER 8, 2023
Today’s Animal Spirits is brought to you by YCharts: See here to register for the YCharts Year-End Strategy webinar with the Animal Spirits team! On today’s show, we discuss: Comments on October Employment Report Is the Fed peaking too soon? Your ‘set it and forget it’ 401(k) made you rich. No more. Is the 60/40 portfolio a good investment now?
Wealth Management
NOVEMBER 8, 2023
Transcript of Episode 84 of 401(k) Real Talk.
MainStreet Financial Planning
NOVEMBER 8, 2023
“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 11-21-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! Mint.com is Shutting Down on Dec. 31, 2023 Hosted by: Anna Sergunina , CFP® It’s always disappointing when a popular and useful service like Mint decides to shut down.
Wealth Management
NOVEMBER 8, 2023
UBS moved the assets from the wealth management division to the wind-down unit during the third quarter.
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Discipline Funds
NOVEMBER 8, 2023
Here’s our latest strategic update given recent changes for Q4 and beyond. To learn more about our investment management service please contact us here. Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower.
Advisor Perspectives
NOVEMBER 8, 2023
User engagement is up on LinkedIn. How can you capitalize on it? Here are six steps to cultivate a LinkedIn network.
Steve Sanduski
NOVEMBER 8, 2023
Guest: Jon Dauphiné, Esq. is the CEO of the Foundation for Financial Planning, the U.S.’s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need. Dave Mantell , CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA. In a Nutshell: In fields like medicine, law, and education, pro bono work is an established part of the professional culture.
Advisor Perspectives
NOVEMBER 8, 2023
Bitcoin's price continued to rise this week, breaking $35,000 for the first time since May 2022. BTC is now up ~111% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 11/7.
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.
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