Abnormal Returns
JULY 8, 2024
Finance Why Bill Ackman spends so much time on Twitter. (sherwood.news) Hedge funds are boosting their electricity trading capabilities. (wsj.com) Human FX traders are getting replaced by algorithms. (bloomberg.com) Why you should expect to see more ETFs designed by, and for, institutional investors. (institutionalinvestor.com) Housing Housing supply and affordability go hand-in-hand.
Nerd's Eye View
JULY 8, 2024
After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?) interest rates, and relatively little new tax legislation (yet). Yet the need for advisor education – and the regulatory requirements to get it (in the form of Continuing Education obligations) – never ends, with the latest focus for most financial advisors being on the ongoing expansion of NASAA's 20
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Abnormal Returns
JULY 8, 2024
Podcasts Brendan Frazier talks with Sonya Lutter about everything advisors need to know about love and money. (wiredplanning.com) Daniel Crosby talks with Andy Baxley, Senior Financial Planner at The Planning Center. (standarddeviationspod.com) Brad Barrett talks all things Social Security with Mike Piper. (choosefi.com) Inflation How do older Americans react to inflation?
Calculated Risk
JULY 8, 2024
Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16, 2023. I switched to a physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period when both contracts were available.
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
JULY 8, 2024
Multiple jobholders account for 5.1% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
JULY 8, 2024
Long-time readers know I have not been a fan of the Chevron deference. I think it was one of the worst decisions of the last century. I've been aware of it because I'm in a regulated business.
Carson Wealth
JULY 8, 2024
“Everything good, everything magical happens between the months of June and August.” Jenny Han, writer of The Summer I Turned Pretty trilogy The start of the second half of the year looked much like the first half, with the S&P 500 gaining 2% over a holiday-shortened week. July has been the best month of the year over the last 20 years and second best over the last 10.
Trade Brains
JULY 8, 2024
UltraTech Cement: Beneath the shining facade of modern India lies a network of heroes like Ultratech Cement. They work tirelessly to build a strong foundation for the nation’s growth. Even though their story isn’t being splashed often across headlines their work is etched in the towering pillars of the bridges that connect communities and infrastructure that fuels the economic growth.
XY Planning Network
JULY 8, 2024
As the world of financial advice continues to evolve from being mostly investment product-driven to delivering a one-time financial plan as a basis for investment recommendations and, more recently, toward ongoing, comprehensive financial planning advice, the tools advisors use to analyze client situations and generate insightful advice have also evolved.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
Advisor Perspectives
JULY 8, 2024
Let's take a close look at June's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.6% of total employed workers are full-time (35+ hours) and 17.
Wealth Management
JULY 8, 2024
REIT total returns rose for the second straight month and are approaching a break-even point for the year.
Alpha Architect
JULY 8, 2024
How does the perception of the need to hold emergency cash relate to overconfidence in one's degree of financial literacy? The answer is surprising. Overconfidence May Lead to Poor Emergency Planning was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
JULY 8, 2024
Trying to DIY something as complex as the setup of an independent financial advisory practice can lead to complications, costs and headaches.
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Finance Transformation Myths Busted Over 75% of organizations struggle to define the right success metrics to benchmark the impact of their finance transformation investment. Whether you are just initiating your digital transformation journey or planning to pitch your next AI project to leadership, without the right metrics and a rigorous tracking process - all your efforts might go to waste!
Clever Girl Finance
JULY 8, 2024
Women can do anything because we are truly amazing. And if you’re looking for side hustles for women that make real money, we have just the list for you! To choose the right side hustle for you to try, it’s all about looking for ones where you can use the skills you already have. Then you’ll need to decide how much money you’d want to earn.
Wealth Management
JULY 8, 2024
Bridgewater's Greg Jensen said this current AI boom is nothing like the 1999 tech bubble.
Calculated Risk
JULY 8, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Gently Lower to Begin New Week CPI has been the most important input for rates as far as economic reports are concerned. Thursday's is an exciting installment as it has a chance to confirm a promising shift seen in last month's data. If confirmed, rates should move easily into the 6's. [ 30 year fixed 7.01% ] emphasis added Tuesday: • At 6:00 AM ET, NFIB Small Business Optimism Index for June. • At 10:00 AM, Testimony, Fed Chair Jerome P
Wealth Management
JULY 8, 2024
Belle Haven's Stan Sattler discusses the risks that exist in the fixed income space.
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!
Advisor Perspectives
JULY 8, 2024
Those wishing to explore the gap between the nation’s apparent macroeconomic success and its microeconomic malaise would do well to consult Ruchir Sharma’s What Went Wrong with Capitalism.
Wealth Management
JULY 8, 2024
Among Farther's new recruits: a team from Goldman Sachs Personal Financial Management
Financial Symmetry
JULY 8, 2024
Since June 2023, when sports betting legislation was passed, I and other North Carolina residents have seen a constant stream of celebrity ads or promotions from the likes of DraftKings, FanDuel, BetMGM, ESPNBet, and Caesars. On March 11, North Carolina … Continued The post Taxation and Gambling appeared first on Financial Symmetry, Inc.
Truemind Capital
JULY 8, 2024
🔊 Play Audio Have you heard of the Income Tax Saving Festival in India? Well, usually it starts in the last quarter of the financial year (Jan-Mar) when many employees scurry to provide investment proof to save tax outgo. Sadly, many of our last-minute decisions prove to be poor investments thereafter and hence it’s a good idea to start the tax planning exercise early on.
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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.
Validea
JULY 8, 2024
Here is the latest update for July from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation. Despite the big run in the S&P 500, the average stock actually got cheaper on the month due to a combination of the narrowness of the rallly and continued earnings growth.
Advisor Perspectives
JULY 8, 2024
The bond trade that some of Wall Street’s biggest banks say will dominate the rest of 2024 is gaining steam before a crucial inflation reading that will help seal the wager’s fate.
Trade Brains
JULY 8, 2024
UltraTech Cement: Beneath the shining facade of modern India lies a network of heroes like Ultratech Cement. They work tirelessly to build a strong foundation for the nation’s growth. Even though their story isn’t being splashed often across headlines their work is etched in the towering pillars of the bridges that connect communities and infrastructure that fuels the economic growth.
Advisor Perspectives
JULY 8, 2024
The oil company declared its traditional business was all but over. “The demand for fossil oil products will continue to decline,” it said in late 2020 as the pandemic slashed consumption. Even when Covid-19 is over, consumption wouldn’t “recover to previous levels.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
NAIFA Advisor Today
JULY 8, 2024
On May 3, 2024, NAIFA Member, Herschel Hester, III, CLTC, LUTCF, CRPC, passed away at the age of 82. Hester was born on May 11, 1941, in Parsons, Kansas. He graduated from Webster State College in 1965 with a Bachelor of Science and from Utah State University in 1967 with a Master of Science. Hester was active in NAIFA-Utah, joining in 1986, and was a past NAIFA Quality Award recipient.
Advisor Perspectives
JULY 8, 2024
The Fed and economists are correct in that inflation is now tame. At the same time, citizens dissatisfied with high prices have solid grounds on which to base their disapproval.
NAIFA Advisor Today
JULY 8, 2024
Reggie Miller said, " Sharks never stop swimming; that's when they die. You gotta keep moving" and no one believes that more than NAIFA member, Walter Bond. In the essence of "never stop swimming," there are multiple places in the coming weeks where you have the opportunity to engage with Walter, the author of " Swim!: How a Shark, Suckerfish, and a Parasite Teach Your Leadership, Mentoring, and Next Level Success. " Jump in to discover how Walter can help make you more productive this summer fr
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