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.
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.
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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.
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
Wealth Management
APRIL 7, 2024
How to prepare as older generations pass down assets.
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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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
How to provide the holistic financial experience wealthy investors seek.
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.
Wealth Management
APRIL 7, 2024
Mixed economic signals give rise to cautious optimism.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
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
A partnership with Amazon Redshift is helping Orion clients do more with data.
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
Orion’s new behavioral finance tool, PulseCheck, reflects investor demand for comprehensive advising.
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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?
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
How advisors can improve their compliance processes and set themselves up for success.
oXYGen Financial
APRIL 7, 2024
Wealth Management
APRIL 7, 2024
How advisors can use this technology to their advantage.
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Advisor Perspectives
APRIL 7, 2024
Mohamed El-Erian still expects Federal Reserve officials to cut interest rates twice this year, even as a blockbuster jobs report pushes traders to rethink the timing.
Wealth Management
APRIL 7, 2024
Using a third-party CIO can help advisors reclaim time and improve client outcomes.
Advisor Perspectives
APRIL 7, 2024
A rough start to the year for bond traders risks getting worse with the release of key US employment data on Friday. Treasury yields remain near their highest levels of 2024 ahead of the report, which is forecast to show that solid jobs growth moderated in March.
Wealth Management
APRIL 7, 2024
How data integration can improve advisor workflow.
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
Abnormal Returns
APRIL 7, 2024
Strategy Ben Carlson "Constantly predicting the end times might help you gain subscribers but it doesn’t help people make money." (awealthofcommonsense.com) Who says bull markets can't be stressful? (tker.co) Things that are obvious, often aren't. (mrzepczynski.blogspot.com) Companies Why Chipotle ($CMG) is splitting its stock 50:1. (wsj.com) Cruise line Viking has filed to go public.
Wealth Management
APRIL 7, 2024
Focusing on behavioral finance techniques to serve clients across their lifetime.
Wealth Management
APRIL 7, 2024
Financial advisors are optimistic about the future.
Wealth Management
APRIL 7, 2024
Custom indexing helps advisors optimize client portfolios.
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Wealth Management
APRIL 7, 2024
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