Abnormal Returns
AUGUST 18, 2024
Also on the site When it comes to finances, you are on your own. No one is coming to save you. (abnormalreturns.com) Top clicks this week Callie Cox, "Your portfolio’s success depends on your behavior during the wild panics." (optimisticallie.com) Big up and down days in the stock market tend to cluster. (downtownjoshbrown.com) There is nothing normal about the distribution of angel investment returns.
A Wealth of Common Sense
AUGUST 18, 2024
After the Great Financial Crisis, everyone was trying to figure out how it would impact the coming wave of millennials entering adulthood. Millennials were getting blamed for killing everything — napkins, diamond rings, chain restaurants, motorcycles, bar soap and more. Sure, whatever. The one that never made sense to me was all the pundits predicting millennials would never buy a home or move out of big cities.
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Abnormal Returns
AUGUST 18, 2024
Markets It's not your imagination, market moves are getting faster. (awealthofcommonsense.com) Why bonds are now a better diversifier than they were a couple years ago. (sherwood.news) Companies What's wrong with Starbucks ($SBUX)? (wsj.com) Investors are still paying up for AI exposure. (tomtunguz.com) What do you get when you buy a share of Berkshire Hathaway ($BRK.B)?
Advisor Perspectives
AUGUST 18, 2024
Earlier this year, around the time Nvidia Corp.’s market cap eclipsed that of the entire S&P 500 energy sector, I wrote about whether oil and gas stocks might offer a decent hedge when AI-fever breaks. The past several weeks have offered a test.
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
AUGUST 18, 2024
Weekend: • Schedule for Week of August 18, 2024 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 6 and DOW futures are up 39 (fair value). Oil prices were up mostly unchanged over the last week with WTI futures at $76.65 per barrel and Brent at $79.68 per barrel. A year ago, WTI was at $81, and Brent was at $86 - so WTI oil prices are down about 5% year-over-year.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
AUGUST 18, 2024
From STR: U.S. hotel results for week ending 10 August The U.S. hotel industry reported positive comparisons year over year, according to CoStar’s latest data through 10 August. 4-10 August 2024 (percentage change from comparable week in 2023): • Occupancy: 68.7% (+0.5%) • Average daily rate (ADR): US$159.49 (+1.4%) • Revenue per available room (RevPAR): US$109.51 (+1.9%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average.
Advisor Perspectives
AUGUST 18, 2024
Emerging-market stocks rallied on Friday, driven by tech companies in Asia, following US data which boosted investor optimism that the world’s biggest economy will avoid a recession.
Accounting for Good
AUGUST 18, 2024
While all charities are not for profit, not all not for profits are charities.
Advisor Perspectives
AUGUST 18, 2024
Most DC plan participants pursue retirement readiness unassisted, but few grasp what’s required, according to our latest survey.
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.
Million Dollar Round Table (MDRT)
AUGUST 18, 2024
By Antoinette Tuscano, MDRT senior content specialist Sometimes clients don’t understand the price for success is taxes, which their family would need to pay on the estate after the client dies. Not understanding this and not knowing if they have enough money for retirement can make it difficult for clients to act on your financial advice, explained 15-year MDRT member Brad Brain, CFP, CLU, in his 2018 MDRT Annual Meeting presentation.
Advisor Perspectives
AUGUST 18, 2024
Texas Instruments Inc. is set to receive $1.6 billion in Chips Act grants and $3 billion in loans, the Biden administration announced Friday, marking the latest major award from a program designed to boost American semiconductor manufacturing.
The Big Picture
AUGUST 18, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How ‘Deepfake Elon Musk’ Became the Internet’s Biggest Scammer : An A.I.-powered version of Mr. Musk has appeared in thousands of inauthentic ads, contributing to billions in fraud. ( New York Times ) • Secretive Dynasty Missed Out on Billions While Advisers Got Rich : Peter Harf and Olivier Goudet became billionaires while managing the Reimanns’ money.
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