Abnormal Returns
OCTOBER 14, 2024
Podcasts Daniel Crosby talks with Michael Finke about how to deal with market volatility in retirement. (standarddeviationspod.com) Brendan Frazier talks with Kathi Balasek about communicating with grieving clients. (podcasts.apple.com) Eric Golden talks with Robbie Cannon is the founder of Horizon Investments about the blurring of lines between asset and wealth management.
The Big Picture
OCTOBER 14, 2024
My back-to-work-because-Columbus-Day-is-no-longer-a-market-holiday morning reads: • If you think grocery prices take a big bite out of your paycheck in the US, check out the rest of the world : What’s more, it’s important to note that food prices in the U.S. — relatively speaking — are the cheapest in the world, and have been for a long time.
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Abnormal Returns
OCTOBER 14, 2024
Markets Checking in on the bull market, two years in. (optimisticallie.com) It's hard to find a losing asset class this year. (capitalspectator.com) olatility An explanation for why the VIX is seemingly elevated. (sherwood.news) In contrast, the MOVE index ain't doing much. (mrzepczynski.blogspot.com) Strategy Five lessons from five great investing books.
Nerd's Eye View
OCTOBER 14, 2024
Independent Registered Investment Advisors (RIAs) often face significant challenges in attracting advisors who can proactively generate new business. Many employee advisors gravitate toward service-oriented roles; this preference often stems from their initial motivation for entering the profession – wanting to help clients or perform the more analytical aspects of investing and financial planning.
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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
Fortune Financial
OCTOBER 14, 2024
It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities. While such a simple asset allocation may work for many investors, it is my view that too little thought is given to other diversification tools that may enhance a portfolio by addressing some vulnerabilities that can result when a portfoli
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 14, 2024
The suits filed in New York’s Southern District were filed the same day Wells Fargo revealed a $128 million loss in net interest income after the firm raised its sweep deposit rates.
Random Roger's Retirement Planning
OCTOBER 14, 2024
I stumbled into yet another new (to me) ETF to kind of experiment with. For now, I'm going to leave the name out of it and just call it the Mystery ETF and to make the post easier for everyone, lets give it symbol $$F. I'll share the name on a subsequent post. This should be a good way to work through the expectation that a fund is setting, whether it generally meets that expectation and how it might fit into a simple portfolio.
XY Planning Network
OCTOBER 14, 2024
So you’ve set up your books, perhaps in one of our Set-up & Training Workshops ; now what? Keeping your books clean and up to date is essential, especially in the highly regulated financial services industry. Auditors will request a Balance Sheet, P&L, General Ledger, and Reconciliation reports. Having your accounting in a system such as QuickBooks Online allows you to easily pull these reports at a moment’s notice.
Advisor Perspectives
OCTOBER 14, 2024
The top corporate conference calls are attended by dozens of Wall Street analysts whose job it is to maintain detailed earnings and valuation models filled with minutiae. Quarter after quarter, they populate their spreadsheets with revenue and cost assumptions to predict exactly what earnings per share will be months and years into the future.
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
Trade Brains
OCTOBER 14, 2024
For the past 2 to 3 years, Chemical stocks have faced challenges due to China’s overcapacity. Investors see opportunities as global supply chains shift and demand for specialty chemicals grows. Commodity chemicals can not provide an edge over China’s supply but specialty chemicals can allow competition. Consolidation within the sector may lead to stronger, more competitive firms with improved economies of scale due to increasing capacity.
Wealth Management
OCTOBER 14, 2024
PEAK, which has 120 advisors, will operate as a separate subsidiary of Thurston Springer, with its three businesses remaining registered entities.
Advisor Perspectives
OCTOBER 14, 2024
The looming wealth transfer from Baby Boomers and the Silent Generation to younger generations is set to reshape the financial landscape in unprecedented ways. Estimated at $84 trillion, this transition is a huge financial event.
Norman Marks
OCTOBER 14, 2024
Writing a novel was fun, especially as I have been told it is quite entertaining. But I am back to the more serious business of writing about internal auditing and risk management, this time it’s a book about how to audit risk management. It’s a challenge.
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
OCTOBER 14, 2024
Chinese stocks overcame a bout of early volatility to post their biggest gain in a week on Monday, suggesting that investors are hopeful the government will deliver on its promise of more fiscal support.
Calculated Risk
OCTOBER 14, 2024
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in September A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to September 2019 for each local market (some 2019 data is not available). This is the second look at several early reporting local markets in September.
Financial Symmetry
OCTOBER 14, 2024
We’re excited to shine a spotlight on one of the key members of our team, Catherine Tillery, our Senior Tax Planner. With years of experience, a deep knowledge of tax planning, and a genuine passion for helping others, Catherine brings … Continued The post Spotlight on Catherine: Our Senior Tax Planner Extraordinaire appeared first on Financial Symmetry, Inc.
Wealth Management
OCTOBER 14, 2024
The former RBC Capital Markets team will join Raymond James’ employee advisor channel.
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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.
Advisor Perspectives
OCTOBER 14, 2024
The latest Employment Situation Report released on October 4, 2024, showed nonfarm payrolls increasing by 254,000 in September, with the unemployment rate holding steady at 4.1%.
Trade Brains
OCTOBER 14, 2024
Hyundai India’s IPO Plans and Market Implications The Indian automotive landscape is about to witness a seismic shift as Hyundai Motor India gears up for a groundbreaking initial public offering (IPO). This move isn’t just another corporate manoeuvre. It’s set to be the largest IPO in Indian history, with Hyundai aiming to raise an impressive ₹27,870 crore.
Tobias Financial
OCTOBER 14, 2024
We are beyond thrilled to announce that our CEO, Marianela Collado , has been named an InvestmentNews Women to Watch Awardee in the esteemed Executive Excellence category! The Women to Watch Awards, now in its 9th year, honor women who have made significant contributions to the financial services industry. Marianela’s recognition as an awardee is a testament to all the hard work she has put in over the years, her exceptional leadership, unwavering commitment, and her ability to empower others.
Cornerstone Financial Advisory
OCTOBER 14, 2024
Weekly Market Insights | October 7th, 2924 Mixed Data Leaves Investors Anxious Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East. The Standard & Poor’s 500 Index gained 1.11 percent, while the Nasdaq Composite rose 1.13 percent. The Dow Jones Industrial Average picked up 1.21 percent.
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!
Validea
OCTOBER 14, 2024
In this episode, we dive deep into the world of trend following with legendary trader Jerry Parker. We explore key insights from our previous interviews with Jerry on Excess Returns, discussing his experiences as one of the original Turtle Traders and how his approach has evolved over time. We cover a variety of topics, including: – The challenges of sticking to a trading system, even when you’re trained to follow it. – Jerry’s goals for his portfolio and how they’v
Advisor Perspectives
OCTOBER 14, 2024
Investors are holding out to see how they can navigate the remaining months of the year, where they should be placing their bets, and what they can do to avoid any unsuspecting pitfalls.
Trade Brains
OCTOBER 14, 2024
In a significant shift in the global rice market, prices have experienced their sharpest decline in 16 years following India’s decision to relax export curbs. This move has sent ripples through the international rice trade, affecting both exporters and importers alike. India Loosens Export Controls The Indian government on September 28 announced the removal of most export restrictions on rice shipments, a policy implemented in 2023.
Advisor Perspectives
OCTOBER 14, 2024
For decades, a key component of many investors’ portfolios was a fixed income ladder. It was intended to provide ballast to the more volatile equity allocation and help reduce interest-rate risk.
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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.
Trade Brains
OCTOBER 14, 2024
In a developing economy, many people require a source of funds to support their well-being. Many Institutions do not provide loans without collateral or credit history. These initiatives create a barrier for credit growth which limits potential clients who require the funds. Microfinance provides a way for many underprivileged people who access their funds towards spending.
Advisor Perspectives
OCTOBER 14, 2024
It’s almost always bad news when a statement from a prominent company hits late on Friday. For those who missed Boeing Co.’s release at 4:30 p.m. New York Time ahead of a three-day weekend for the bond market, Boeing laid out the ugly truth of blowout operating losses at its commercial aircraft and defense businesses during the third quarter, which combined for about $6.4 billion.
A Wealth of Common Sense
OCTOBER 14, 2024
Today’s Talk Your Book is sponsored by STF Management See here for more information on their tactical and tactical income ETFs On today’s show, we discuss: Who STF Management is and what their products aim to do How the STF tactical rules work The biggest risk to passive call option strategies What risk off and risk on mean within the tactical model What a fair period of time is to judge trend following perfo.
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