Abnormal Returns
JULY 3, 2024
Strategy Politics and investing don't mix. (howardlindzon.com) Good luck trying to time market factors. (rogersplanning.blogspot.com) Not all investment decisions are created alike. (behaviouralinvestment.com) Finance A lot of loans got repriced in 2024, so far. (axios.com) What former Vanguard OCIO clients should expect. (blogs.cfainstitute.org) Startups Half of VC funding in Q2 went to AI-related startups.
Nerd's Eye View
JULY 3, 2024
Over the past few decades, technological advances and plummeting transaction costs have facilitated the emergence of a dizzying variety of ways to gain exposure to very specific areas of the market. As a result, advicers have more options than ever to add value for their clients by tailoring investment portfolios that are specific to their unique needs, goals, and risk tolerance.
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Abnormal Returns
JULY 3, 2024
Podcasts Barry Ritholtz talks with Peter Mallouk about keeping things simple. (ritholtz.com) Christine Benz and Jeff Ptak talk with Scott Burns about financial minimalism. (morningstar.com) Steve Chen talks with Andrew Biggs about whether there really is a retirement crisis brewing in the U.S. (podcasts.apple.com) Katie Gatti Tassin on whether you are saving too much for retirement.
The Big Picture
JULY 3, 2024
At The Money: Changing Your Behavior For Better Investing (July 3, 2024) If you could change only one thing that would help your investing, what would it be? Your own behavior. When it comes to investing, we are our own worst enemies. Why is this, and what can we do to avoid this fate? Neurologist and professional investor Dr. William Bernstein explains how to manage our emotions to avoid poor outcomes in markets.
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.
Carson Wealth
JULY 3, 2024
Running a small business involves juggling multiple responsibilities. Managing the business’s finances is one of the most crucial aspects. Proper financial management can be the difference between a thriving business and one that struggles to stay afloat. Here are eight essential financial tips for small business owners to help ensure long-term success. 1.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
JULY 3, 2024
Today’s Animal Spirits is brought to you by YCharts and CME Group: See here for 20% off (new customers only) and for more info on the tearsheet builder See here for more information on CME Group’s valuable educational materials and trading tools and learn more about what adding futures can do for you. On today’s show, we discuss: American stocks are consuming global markets JPM Guide to the Markets 6%.
Calculated Risk
JULY 3, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications decreased 2.6 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending June 28, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 2.6 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
JULY 3, 2024
Without proper guidance regarding taxes, philanthropy and estate planning, high net worth entrepreneurs can miss opportunities.
Advisor Perspectives
JULY 3, 2024
In the week ending June 29th, initial jobless claims were at a seasonally adjusted level of 238,000, an increase of 4,000 from the previous week's figure. The latest reading is higher than the forecast of 234,000 jobless claims.
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.
Wealth Management
JULY 3, 2024
Product launches during the first quarter of the year were dominated by large cap tech equities strategies.
Calculated Risk
JULY 3, 2024
From the Fed: Minutes of the Federal Open Market Committee June 11–12, 2024. Excerpt: With regard to the outlook for inflation, participants emphasized that they were strongly committed to their 2 percent objective and that they remained concerned that elevated inflation continued to harm the purchasing power of households, especially those least able to meet the higher costs of essentials like food, housing, and transportation.
Wealth Management
JULY 3, 2024
C2P's Matt Seitz shares insight about and provides examples of effective marketing strategies.
Calculated Risk
JULY 3, 2024
This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the June 2024 seasonally adjusted annual sales rate (SAAR). Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
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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.
Wealth Management
JULY 3, 2024
Our technology columnist caught up with Alex Bottom and spoke with him about developments to his platform meant to help advisors with managing student debt.
Calculated Risk
JULY 3, 2024
The DOL reported : n the week ending June 29, the advance figure for seasonally adjusted initial claims was 238,000 , an increase of 4,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 233,000 to 234,000. The 4-week moving average was 238,500, an increase of 2,250 from the previous week's revised average.
Wealth Management
JULY 3, 2024
Dan and Olivia Countiss have launched their new practice, Countiss Wealth Management, and join from Edward Jones.
Steve Sanduski
JULY 3, 2024
Guest: Shannon Warwick , Certified Personal Trainer, Yoga Teacher, & Sports Nutritionist. In a Nutshell: There’s a profound connection between our physical health and the stress that we carry around with us every day. Today’s show is a bit different from my usual focus on financial advisor practice management. Shannon and I dive deep into the topic of reducing stress in our lives – something that I believe is crucial for everyone, regardless of their profession or backgrou
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
JULY 3, 2024
The deal to acquire the London-based Preqin provider accelerates BlackRock’s push to become a major player in alternative assets
Calculated Risk
JULY 3, 2024
The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $75.1 billion in May , up $0.6 billion from $74.5 billion in April, revised. May exports were $261.7 billion, $1.8 billion less than April exports. May imports were $336.7 billion, $1.2 billion less than April imports. emphasis added Click on graph for larger image.
Wealth Management
JULY 3, 2024
Open, honest and candid discussion about the Supreme Court's rulings on regulators, Fisher Investments spinning off its 401(k) business, record keeper turnover and more.
NAIFA Advisor Today
JULY 3, 2024
Documents are ever-present in the lives of insurance and financial professionals. From policy agreements to annuity contracts to the full slate of disclosures, written agreements and promises are important parts of what you do. Today, our nation celebrates one of its founding documents. Along with the Constitution, the Declaration of Independence ranks as the most revered document in the United States.
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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.
Wealth Management
JULY 3, 2024
Even after being exposed to some financial education in schools, more young investors are putting speculative bets ahead of building long-term wealth.
Calculated Risk
JULY 3, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Move Lower After Weak Service Sector Report "Data dependent" is one of the most common phrases heard from the Federal Reserve these days when it comes to rate-setting policy. And while the Fed doesn't directly dictate mortgage rates, the bond market tends to trade the same data that the Fed cares about.
Wealth Management
JULY 3, 2024
Firms including BlackRock Inc., Fidelity Investments, 21Shares, and Invesco have filings waiting to be approved.
Calculated Risk
JULY 3, 2024
From ADP: ADP National Employment Report: Private Sector Employment Increased by 152,000 Jobs in May; Annual Pay was Up 5.0% Private sector employment increased by 150,000 jobs in June and annual pay was up 4.9 percent year-over-year, according to the June ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
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
JULY 3, 2024
Transcript of Episode 112 of 401(k) Real Talk.
Calculated Risk
JULY 3, 2024
(Posted with permission). The ISM® Services index was at 48.8%, down from 53.8% last month. The employment index decreased to 46.1%, from 47.1%. Note: Above 50 indicates expansion, below 50 in contraction. From the Institute for Supply Management: Services PMI® at 48.8% June 2024 Services ISM® Report On Business® Economic activity in the services sector contracted in June for the second time in the last three months, say the nation's purchasing and supply executives in the latest Services ISM® R
Advisor Perspectives
JULY 3, 2024
The Institute of Supply Management (ISM) has released its Juneservices purchasing managers' index (PMI). The headline composite index is at 48.8, coming in below the 52.8 forecast. The latest reading is the lowest level for the index since April 2022 and moves the index back into contraction territory for the second time in the past three months.
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