Abnormal Returns
APRIL 7, 2024
Also on the site Better investors make fewer decisions. (abnormalreturns.com) Top clicks this week Two stocks accounted for a third of the Russell 2000's 5.2% return in Q1. (wsj.com) How major asset classes performed in March 2024. (capitalspectator.com) How to choose among total stock market ETFs. (humbledollar.com) Hyundai and Kia are crushing it in the U.S.
The Big Picture
APRIL 7, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Real Crisis in Humanities Isn’t Happening at College Our problem is in the real world—not the ivory tower—and so is the solution. ( The Honest-Broker ) • Transparent Vice: How Vice’s execs burned down its newsroom : Once promised to become the brash young voice of news, it became a den of wild expenses, shady deals, and greed turned it into ‘a f **g clown show.’ ( The Verge ) • The Future of Am
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Calculated Risk
APRIL 7, 2024
From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. Total originated carloads on U.S. railroads fell 3.5% (31,101 carloads) in March 2024 from March 2023, their third straight monthly decline. Total carloads averaged 216,716 per week in March 2024, the fewest for any March in our records that begin in January 1988.
Wealth Management
APRIL 7, 2024
How to prepare as older generations pass down assets.
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.
Random Roger's Retirement Planning
APRIL 7, 2024
Let's have a little fun with a difference of opinion about how to incorporate managed futures into a portfolio between to big proponents, Corey Hoffstein from ReturnStacked ETFs and Andrew Beer who runs the iMPG DBi Managed Futures Strategy ETF (DBMF). There are two relevant links, Andrew was on a podcast and talked about return stacking between minutes 47 and 52.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Million Dollar Round Table (MDRT)
APRIL 7, 2024
By Adam Thomas Rex, CFP, AIF A good client of mine wanted me to start working with his son, who was getting ready to graduate from medical school and had basically graduated debt-free because of his mom and dad’s contributions toward college. I knew the client had a path in mind for his son, and his son basically said, “I’m thinking about going into medical mission work.” That was an immediate red flag to me because while I am in favor of medical mission work, and I beli
Wealth Management
APRIL 7, 2024
Higher interest rates bring fixed income and alternative investments into the spotlight again.
Calculated Risk
APRIL 7, 2024
Weekend: • Schedule for Week of April 7, 2024 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 14 and DOW futures are up 99 (fair value). Oil prices were up over the last week with WTI futures at $86.91 per barrel and Brent at $91.17 per barrel. A year ago, WTI was at $80, and Brent was at $87 - so WTI oil prices are up about 8% year-over-year.
Wealth Management
APRIL 7, 2024
Mixed economic signals give rise to cautious optimism.
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.
The Irrelevant Investor
APRIL 7, 2024
Today’s Animal Spirits is brought to you by Schaffer Cullen Capital Management: See here for more information on Schaffer Cullen Capital Management Emerging Markets High Dividend Strategy On today’s show, we discuss: Return drivers within Emerging Markets Understanding China within Emerging Markets Top-down analysis and avoiding certain country exposure Avoiding value-traps Strong macro trends in India Screening for.
Wealth Management
APRIL 7, 2024
How to provide the holistic financial experience wealthy investors seek.
Advisor Perspectives
APRIL 7, 2024
The only way to outperform an index is to be different from that index in the right way. For the last few years, there has only been one way to do that. But if the Titans tank, if they flatline or even if they are just joined in their bull market by more sectors and companies, there will be many more.
Wealth Management
APRIL 7, 2024
Mixed economic signals give rise to cautious optimism.
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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
APRIL 7, 2024
Competition for electric vehicles is mounting, but demand persists. So how can equity investors capture the potential of the fast-changing industry?
Wealth Management
APRIL 7, 2024
Orion’s new behavioral finance tool, PulseCheck, reflects investor demand for comprehensive advising.
oXYGen Financial
APRIL 7, 2024
Wealth Management
APRIL 7, 2024
A partnership with Amazon Redshift is helping Orion clients do more with data.
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
Advisor Perspectives
APRIL 7, 2024
Mohamed El-Erian still expects Federal Reserve officials to cut interest rates twice this year, even as a blockbuster jobs report pushes traders to rethink the timing.
Wealth Management
APRIL 7, 2024
How advisors can improve their compliance processes and set themselves up for success.
Advisor Perspectives
APRIL 7, 2024
A rough start to the year for bond traders risks getting worse with the release of key US employment data on Friday. Treasury yields remain near their highest levels of 2024 ahead of the report, which is forecast to show that solid jobs growth moderated in March.
Wealth Management
APRIL 7, 2024
Using a third-party CIO can help advisors reclaim time and improve client outcomes.
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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.
Abnormal Returns
APRIL 7, 2024
Strategy Ben Carlson "Constantly predicting the end times might help you gain subscribers but it doesn’t help people make money." (awealthofcommonsense.com) Who says bull markets can't be stressful? (tker.co) Things that are obvious, often aren't. (mrzepczynski.blogspot.com) Companies Why Chipotle ($CMG) is splitting its stock 50:1. (wsj.com) Cruise line Viking has filed to go public.
Wealth Management
APRIL 7, 2024
How data integration can improve advisor workflow.
Wealth Management
APRIL 7, 2024
Focusing on behavioral finance techniques to serve clients across their lifetime.
Wealth Management
APRIL 7, 2024
Financial advisors are optimistic about the future.
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
APRIL 7, 2024
Custom indexing helps advisors optimize client portfolios.
Wealth Management
APRIL 7, 2024
Orion Advisor Academy is making CE more entertaining and accessible.
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