Abnormal Returns
OCTOBER 10, 2024
Wealth Who died and paid the IRS a $7 billion estate tax bill? (sherwood.news) A profile of Denise Coates, founder of Bet365, and the richest woman in England. (theguardian.com) Global How Iceland became a hotbed for online scams. (nytimes.com) Checking in on the reconstruction of Notre Dame. (gq.com) Lebanon has a lot of geographical advantages. Why is the country so troubled?
Calculated Risk
OCTOBER 10, 2024
The DOL reported : In the week ending October 5, the advance figure for seasonally adjusted initial claims was 258,000 , an increase of 33,000 from the previous week's unrevised level of 225,000. This is the highest level for initial claims since August 5, 2023 when it was 258,000. The 4-week moving average was 231,000, an increase of 6,750 from the previous week's unrevised average of 224,250. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
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Abnormal Returns
OCTOBER 10, 2024
Markets Sorting cyclical from secular bull and bear markets. (awealthofcommonsense.com) There is a whole class of pundits out there trying to knock you off your game. (downtownjoshbrown.com) Cullen Roche, "So high valuations are evidence of long-term certainty, but can also create huge amounts of near-term uncertainty." (disciplinefunds.com) Companies Companies really are leaving California.
Calculated Risk
OCTOBER 10, 2024
Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned when services less rent of shelter was up around 8% year-over-year. This declined and is now up 4.4% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through September 2024. Services were up 4.7% YoY as of September 2024, down from 4.8% YoY in August.
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Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be
A Wealth of Common Sense
OCTOBER 10, 2024
Nick Maggiulli joined me on the show this week to tackle questions about investing in total stock market index funds, how to value your pension, factors that allow you to take more risk in your portfolio and when to sell your big winners. Further Reading: An Epic Bull Market 1It’s worth noting these are price returns only, no dividends included.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 10, 2024
Gen X, millennials and Gen Z are set to inherit $84 trillion in assets—they have different priorities that aren’t reflected in wealth management brands today.
Advisor Perspectives
OCTOBER 10, 2024
In the week ending October 5th, initial jobless claims were at a seasonally adjusted level of 258,000. This represents an increase of 33,000 from the previous week's figure and is well below the 231,000 economists were expecting.
Wealth Management
OCTOBER 10, 2024
Industry thought leader Carl Richards offers a unique perspective on the true value of an advisor and how to access that to better serve clients and foster growth.
Advisor Perspectives
OCTOBER 10, 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 September 27, the index was at 31.292, up 4.198 from the previous week, with 4 of the 6 components in expansion territory.
Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius
4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor
Wealth Management
OCTOBER 10, 2024
According to Baird, Robert Sargent is joining the firm's Fairfax office after leaving Edelman Financial Engines, where he managed about $245 million in client assets.
Trade Brains
OCTOBER 10, 2024
Larsen & Toubro (L&T) is widely known for its engineering and construction expertise, but it’s also a master of diversification. Unlike many competitors, L&T constantly seeks new growth areas and isn’t afraid to exit low-potential businesses. Larsen & Toubro was founded on February 7, 1946, by two Danish engineers, such as Henning Holck-Larsen and Soren Kristian Toubro.
Wealth Management
OCTOBER 10, 2024
The emails started around Wednesday with an attached PDF document that the brokerage regulator warned could include “malicious” content.
Calculated Risk
OCTOBER 10, 2024
From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.2 percent on a seasonally adjusted basis , the same increase as in August and July, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 2.4 percent before seasonal adjustment. The index for shelter rose 0.2 percent in September, and the index for food increased 0.4 percent.
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
Wealth Management
OCTOBER 10, 2024
Gina M. Beall, director of investment research with the firm, talks about why Savant stays away from concentrated portfolios.
Advisor Perspectives
OCTOBER 10, 2024
Inflation cooled for a sixth straight month in September, dropping to its lowest level since February 2021. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index fell to 2.4% year-over-year, slightly above economist expectations of 2.3%. Additionally, core CPI rose to 3.3% as expected, a tad above expectations.
Wealth Management
OCTOBER 10, 2024
The Multi-Investment Workflow tool is aimed at accelerating the adoption of the firm’s model portfolio feature.
Advisor Perspectives
OCTOBER 10, 2024
Multiple jobholders account for 5.3% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Wealth Management
OCTOBER 10, 2024
Opto is aiming to capture the RIA segment serving high-net-worth and ultra-high-net-worth investors.
Calculated Risk
OCTOBER 10, 2024
Today, in the Calculated Risk Real Estate Newsletter: House Prices to Income A brief excerpt: One of the metrics we'd like to follow is a ratio of house prices to incomes. Unfortunately, most income data is released with a significantly lag, and there are always questions about which income data to use (the average total income is skewed by the income of a few people).
Wealth Management
OCTOBER 10, 2024
The estate-planning platform currently boasts over 13,000 advisors.
Advisor Perspectives
OCTOBER 10, 2024
Should China deliver sufficient stimulus to break the cycle of tightening fiscal policy, we may find China, and emerging markets, investable again.
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!
Wealth Management
OCTOBER 10, 2024
Charles Monat is working with a financial advisor on a potential disposal that could value it at $400 million to $500 million.
Advisor Perspectives
OCTOBER 10, 2024
Private capital – encompassing private equity and private credit – is in the midst of a bit of a renaissance at the moment. IPO activity hit a peak in 2021, the year after the pandemic and then promptly plunged to levels not seen in years.
Calculated Risk
OCTOBER 10, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, The Producer Price Index for September from the BLS. The consensus is for a 0.1% increase in PPI, and a 0.2% increase in core PPI. • At 10:00 AM, University of Michigan's Consumer sentiment index (Preliminary for October).
Validea
OCTOBER 10, 2024
In this episode of Excess Returns, we sit down with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth and author of the popular investing blog “A Wealth of Common Sense.” We discussed his insightful article “15 Ways to Lose Money in the Markets,” which outlines major mistakes investors make and how to avoid them.
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
Calculated Risk
OCTOBER 10, 2024
The Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.3% in September. The 16% trimmed-mean Consumer Price Index increased 0.3%. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI report".
Validea
OCTOBER 10, 2024
Here is the latest value spread update for October 2024 from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation. To compare value vs. growth, we look at the top decile of the cheapest stocks and compare it to the top decile of the most expensive stocks.
Trade Brains
OCTOBER 10, 2024
For securing the people from external threats, defence is a must and a matter of national security. India spends majority of the defence spendings on missiles, artillery and others from other countries. Now, to reduce the reliance, government has started the Atmanirbhar Bharat initiative. It means “Self-Reliant India” which aims to boost domestic manufacturing across various sectors, especially defence.
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