Abnormal Returns
MAY 17, 2024
Markets Utility stocks are having a moment. (barrons.com) Bonds seem to have bottomed. (allstarcharts.com) Strategy Big round numbers don't matter unless you hold on. (theirrelevantinvestor.com) There are two approaches to investing. (mrzepczynski.blogspot.com) It's easy to forget the pain of volatility. (wggtb.substack.com) Venture capital Figma shareholders are getting an opportunity to sell stock, post-Adobe deal.
Nerd's Eye View
MAY 17, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (rather than sharing third-party content), spoke to the firm's or advisor's principles (with posts responding to current news topics lagging), an
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Abnormal Returns
MAY 17, 2024
Business Logan Bartlett talks with Sam Altman, CEO of OpenAI. (podcasts.apple.com) Sam Dogen talks with Emily Luk, Co-Founder and CEO of Plenty. (sites.libsyn.com) Private credit Matt Reustle talks the evolution of private credit with Armen Panossian is the co-CEO of Oaktree. (joincolossus.com) Cameron Passmore and Benjamin Felix talk about whether private credit is all that special.
The Big Picture
MAY 17, 2024
This week, we speak with Savita Subramanian , head of US Equity and Quantitative strategy at Bank of America. She also leads the firm’s environmental, social and governance research. She has been a ranked analyst in the Institutional Investor survey for the last eleven years. Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco.
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.
A Wealth of Common Sense
MAY 17, 2024
These are the trailing total returns for the U.S. stock market1 over various time frames: Year to date: +11% One year: +30% Five years: +94% Ten years: +223% Fifteen years: +679% Not bad considering we’ve had two bear markets in the past four years. If you put $10,000 into the U.S. stock market five years ago, your money has essentially doubled: Now look at the returns by year: 2019: +31% 2020: +21% 2021: +26% 2022.
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Alpha Architect
MAY 17, 2024
The finding that the recommendations from SA articles resulted in statistically significant risk-adjusted alphas (returns unexplained by conventional academic models using factors such as the market, size, value, momentum, profitability, and quality for equity portfolios) is surprising given that the empirical evidence shows how difficult it is for institutional investors such as mutual funds to show outperformance beyond the randomly expected (as can be seen in the annual SPIVA Scorecards) beca
Wealth Management
MAY 17, 2024
The introduction of bitcoin ETFs is fueling increased advisor engagement with digital assets, according to a Digital Assets Council of Financial Professionals survey.
Advisor Perspectives
MAY 17, 2024
The Conference Board Leading Economic Index (LEI) decreased in April to its lowest level since April 2020. The index fell 0.6% from last month to 101.8. Overall, the LEI continues to signal softer economic conditions lay ahead for the U.S. economy.
Wealth Management
MAY 17, 2024
The Internal Revenue Service seeks to prevent abusive tax schemes.
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.
Advisor Perspectives
MAY 17, 2024
The yield on the 10-year note ended May 17, 2024 at 4.42%, the 2-year note ended at 4.83%, and the 30-year at 4.56%.
Wealth Management
MAY 17, 2024
The power of representation and how my journey led me to financial services.
Advisor Perspectives
MAY 17, 2024
The S&P 500 posted its fourth consecutive weekly gain after notching a new all-time high this week. The index is currently up 11.82% year to date and has recorded a new all-time high 23 times this year.
Wealth Management
MAY 17, 2024
TD Bank is suing Raymond James and two former employees, claiming they broke non-solicitation vows when they left TD, attracting $22 million in assets.
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
Advisor Perspectives
MAY 17, 2024
Huge news from the markets today: The Dow Jones Industrial Average hit 40,000 points for the first time. The number is splashed across financial news sources the world over (including Bloomberg), even though the index closed back below the threshold by the end of trading.
Wealth Management
MAY 17, 2024
How my journey led me to financial services.
Random Roger's Retirement Planning
MAY 17, 2024
The title of this post was a comment left on a retirement article at Yahoo that generally pointed to our collective desire to retire in our early 60's not matching up with our collective financial reality. If you read a lot about personal finance then this has been ingrained. Average retirement account balances are in the very low six figures even for people who are getting close to what is thought of as "normal" retirement age.
Advisor Perspectives
MAY 17, 2024
In our latest research insight, RBA's Senior Research Analyst, Matthew Poterba, explains the numerous positive developments that help explain China's strong year-to-date outperformance.
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
Darrow Wealth Management
MAY 17, 2024
If parents have the means to pay for all college costs, should they? The answer will be different for every family. There are plenty of reasons for parents to pay for the full cost of college (assuming they have the ability to do so). But there can also be valuable lessons when college students have a little skin in the game. Having your kids contribute in some way to the cost of their education can provide valuable financial lessons and prepare them for the real world.
Advisor Perspectives
MAY 17, 2024
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of May 3rd, the index was at 20.263, up 1.737 from the previous week, with 5 of the 6 components in expansion territory.
Calculated Risk
MAY 17, 2024
From STR: U.S. hotel results for week ending 11 May The U.S. hotel industry reported higher performance from the previous week and positive comparisons year over year, according to CoStar’s latest data through 11 May. 5-11 May 2024 (percentage change from comparable week in 2023): • Occupancy: 66.1% (+2.1%) • Average daily rate (ADR): US$162.14 (+4.4%) • Revenue per available room (RevPAR): US$107.24 (+6.6%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy ra
Advisor Perspectives
MAY 17, 2024
BlackRock Inc.’s Rick Rieder has some advice that bucks conventional wisdom: The best way for the Federal Reserve to temper inflation will be to lower rates, not hold them higher.
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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.
Calculated Risk
MAY 17, 2024
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in April & 3rd Look at Local Housing Markets A brief excerpt: From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 4.23 million in April , up 1.0% from March’s preliminary pace and up 0.2%
Trade Brains
MAY 17, 2024
Fundamental Analysis Of Cholamandalam Investment & Finance Company: The Murugappa Group is one of India’s leading business conglomerates. Hailing from South India, the group holds leadership position across Auto Components, Abrasives, Ceramics, power Systems and other major industries. Today we will look at an important Financial Institution from the prestigious house of Murugappa Group.
Calculated Risk
MAY 17, 2024
From BofA: 2Q US GDP tracking is down a tenth from our official forecast of 2.0% q/q saar to 1.9% q/q saar [May 17th estimate] emphasis added From Goldman: We raised our Q2 GDP tracking estimate by 0.2pp to +3.2% (qoq ar) and our domestic final sales estimate by 0.1pp to +2.5%, but we lowered our past-quarter GDP tracking estimate for Q1 by 0.1pp to +1.2% (vs. +1.6% originally reported).
Advisor Perspectives
MAY 17, 2024
ETFs are getting financial advisors more comfortable with putting their money in digital assets. This article, from an investor in early-stage Blockchain ventures, provides advice on why advisors need to invest in bitcoin with the big picture in mind in order to maximize returns and diversification for clients.
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!
Darrow Wealth Management
MAY 17, 2024
If parents have the means to pay for all college costs, should they? The answer will be different for every family. There are plenty of reasons for parents to pay for the full cost of college (assuming they have the ability to do so). But there can also be valuable lessons when college students have a little skin in the game. Having your kids contribute in some way to the cost of their education can provide valuable financial lessons and prepare them for the real world.
Advisor Perspectives
MAY 17, 2024
Gold’s record-setting rally may have captured the headlines this year, but it’s silver that’s running harder and faster as the less glamorous metal benefits from robust financial and industrial demand.
Truemind Capital
MAY 17, 2024
How much experience does it take to truly master the art of investing? 3 years? Not a chance. In the last 3 years, markets have been riding high without even a 10% correction. It’s been more like a joyride than a test of skill. How about 5 years ? We saw a market decline due to Covid in 2020 that threw us all in a loop. Shouldn’t it count?
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