Abnormal Returns
AUGUST 13, 2024
Venture capital There is nothing normal about the distribution of angel investment returns. (blogs.cfainstitute.org) How VCs drive media coverage of their portfolio companies. (papers.ssrn.com) Research How long can stocks underperform inflation? (ofdollarsanddata.com) Retail trading frenzies can have real world impacts. (papers.ssrn.com) How much protection do individual investors need?
A Wealth of Common Sense
AUGUST 13, 2024
Do you know how long we’ve been in a recession for since the end of the Great Financial Crisis? Two months. In 15 years, the U.S. economy has been in a recession for just two months! That’s roughly 1% of the time, meaning that since July 2009, the United States has avoided a recession 99% of the time.
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Abnormal Returns
AUGUST 13, 2024
Bonds Bonds are back as portfolio balance. (morningstar.com) Bonds have had a good run of late. (ft.com) Markets Exchange stocks are outperforming. (allstarcharts.com) Have defensive stocks finally stopped going down? (entrylevel.topdowncharts.com) How small cap sector weights differ from large cap. (ft.com) Fund management Index funds have succeeded in spite of the asset management industry.
Nerd's Eye View
AUGUST 13, 2024
Welcome everyone! Welcome to the 398th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Eric Wulff. Eric is the CEO of Marcum Wealth, an RIA based in Cleveland, Ohio, that oversees $2.5 billion in assets under management for approximately 2,700 client households. What's unique about Eric, though, is how he has built Marcum Wealth into a multi-billion-dollar firm under the umbrella of a national accounting firm, in large part by cultivating mutually beneficial rel
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.
Wealth Management
AUGUST 13, 2024
The finalization of the actress’ divorce gave her control over her estate plan.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
AUGUST 13, 2024
Kim Krueger of Krueger Financial Services said Commonwealth was “well-equipped” to support the firm’s business model, with the option to shift to a hybrid RIA approach later.
Calculated Risk
AUGUST 13, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-August 2024 A brief excerpt: This 2-part overview for mid-August provides a snapshot of the current housing market. I always focus first on inventory, since inventory usually tells the tale ! Here is a graph of new listing from Realtor.com’s J uly 2024 Monthly Housing Market Trends Report showing new listings were up 3.6% year-over-year in June.
Wealth Management
AUGUST 13, 2024
Discover the power of cash balance over traditional DB plans.
Advisor Perspectives
AUGUST 13, 2024
Baby Boomers likely won’t have time to recover from the next crash. Their loss is also their heirs’ loss. There’s $70 trillion in play. Baby boomers shouldn’t be greater fools.
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
AUGUST 13, 2024
Three Wall Street executives weigh in on the dangers they see ahead for investors.
Advisor Perspectives
AUGUST 13, 2024
Gas prices fell to their lowest level in five months this past week. As of August 12th, the price of regular and premium gas both decreased 3 cents from the previous week. The WTIC end-of-day spot price for crude oil closed at $80.06, down 9.8% from last week and its largest weekly increase since April 2023.
Wealth Management
AUGUST 13, 2024
Summit is making the majority investment alongside Merchant Investment Management, its backer.
Million Dollar Round Table (MDRT)
AUGUST 13, 2024
By Bryce Sanders The job of a life insurance agent or financial advisor is often lonely, and it’s difficult too. When it comes to socializing, you might go out with fellow agents and advisors; however, it’s not the best way to meet potential clients. Let us consider another approach. How about spending time at places that attract wealthy, successful people?
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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
AUGUST 13, 2024
Universal IRA aims to eliminate the need for investors to manage multiple self-directed portfolios to access alternatives.
Calculated Risk
AUGUST 13, 2024
Here is a look at the change in teen employment over time. The graph below shows the employment-population ratio for teens (16 to 19 years old) since 1948. The graph is Not Seasonally Adjusted (NSA), to show the seasonal hiring of teenagers during the summer. A few observations: 1) Although teen employment has recovered some since the great recession, overall teen employment had been trending down.
Wealth Management
AUGUST 13, 2024
Outsourcing is a highly personal decision based on an advisor’s specific business circumstances, not general industry or market trends.
Calculated Risk
AUGUST 13, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, The Consumer Price Index for July from the BLS. The consensus is for a 0.2% increase in CPI, and a 0.2% increase in core CPI.
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
AUGUST 13, 2024
Crux Wealth Advisors, founded by advisor Travis Alexander, launches with the first $1 billion in a multi-phase transition, and it will use Pershing for custody.
Advisor Perspectives
AUGUST 13, 2024
Wholesale inflation cooled more than expected last month. The producer price index for final demand increased 0.1% month-over-month (s.a.). On an annual basis, headline PPI decelerated from 2.7% in June to 2.2% in July.
Harness Wealth
AUGUST 13, 2024
NEW YORK, August 13, 2024 – Inc. revealed today that Harness ranks #192 overall on the 2024 Inc. 5000 , its annual list of the fastest-growing private companies in America. The prestigious ranking provides a data-driven look at the most successful companies within the economy’s most dynamic segment—its independent, entrepreneurial businesses. Microsoft, Meta, Chobani, Under Armour, Timberland, Oracle, Patagonia, and many other household-name brands gained their first national exposure as honoree
Advisor Perspectives
AUGUST 13, 2024
The headline number for the NFIB Small Business Optimism Index jumped to 93.7 in July. Despite being the highest level since February 2022, the latest reading marks the 31st consecutive month the index has been below the series historical average of 97.9. The latest reading was higher than the forecast of 1.5.
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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.
Trade Brains
AUGUST 13, 2024
FinGrad is delighted to announce the successful completion of the Traders Gala, a four-day event held from July 26th to July 29th, 2024, at the prestigious Hard Rock Hotel in Goa, India. Bringing together over 140 traders, the event has solidified its position as a key gathering for the trading community. The Traders Gala, generously supported by HDFC Sky as the lead sponsor, and further backed by Tradejini , Mudrex , and Trade Brains Portal as Gold Sponsors, offered participants a unique opport
Random Roger's Retirement Planning
AUGUST 13, 2024
I stumbled into ETFs that lever up 7-10 treasury notes. The regular exposure can be had with the iShares 7-10 Year Bond ETF (IEF). The 2x version is the ProShares Ultra 7-10 Year Treasury (UST) and the 3x version is the Direxion Daily 7-10 Year Treasury Bull 3x Shares (TYD). The first chart captures IEF, 50% UST with 50% cash and 33.33% TYD with 66.67% cash so none of them is leveraged up, we're just keeping the rest in cash.
Midstream Marketing
AUGUST 13, 2024
Key Highlights A good marketing plan is important for financial advisors. It helps them find ideal clients, build trust, and grow their business. This guide shows key strategies to build a financial advisor marketing plan. These include finding your target audience and using social media, as well as offline marketing methods. You will learn how to create a value proposition, make engaging content, and build a strong online presence to attract potential clients.
Indigo Marketing Agency
AUGUST 13, 2024
Being a financial advisor is a lot of things, but it’s not glamorous. There can be lots of repetitive conversations, far too much screen time, and a stressful March and April every year. You want to grow your business…but just sustaining it is a full-time job. You want to vastly increase your AUM…but it doesn’t feel like there’s enough hours in the day.
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!
NAIFA Advisor Today
AUGUST 13, 2024
Doug Massey has 40 years of experience in the financial industry, specializing in retirement planning and life insurance. A dedicated NAIFA member since 1987, he has served as president of his local association and NAIFA Texas. Doug actively participated in the IFAPAC committee and recently played a crucial role in NAIFA's stand against the Department of Labor's fiduciary rule proposal.
Advisor Perspectives
AUGUST 13, 2024
When two popular trades, such as buying US big tech stocks and selling the Japanese yen, are unraveling at the same time, investors naturally think they are somehow related.
Alpha Architect
AUGUST 13, 2024
The following factor performance modules have been updated on our Index website. Global Factor Performance: August 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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