Abnormal Returns
NOVEMBER 25, 2024
Crypto Four financial topics that are likely to come up at the Thanksgiving Day table, including Bitcoin. (optimisticallie.com) Mainstream financial firms are still chasing Bitcoin. (downtownjoshbrown.com) Don't kid yourself about the safety of crypto. (allisonschrager.substack.com) Apple Nobody in Hollywood really knows what Apple ($AAPL) is doing.
The Big Picture
NOVEMBER 25, 2024
The transcript from this week’s, MiB: Corey Hoffstein on Return Stacking , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast, another extra special guest, Corey Hoffstein, is one of these really fascinating quant
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Nerd's Eye View
NOVEMBER 25, 2024
Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals. However, comprehensive planning is an intangible service, which can make it challenging for advisors to convey its value – especially when meeting with prospective clients who may be unfamiliar with wha
The Big Picture
NOVEMBER 25, 2024
My back-to-work morning train WFH reads: • Don’t call it a Substack : Email’s been here for years. But the reason Substack wants you to call your creative work by their brand name is because they control your audience and distribution, and they want to own your content and voice, too. You may not think you care about that today, but you will when you see what they want to do with it. ( Anil Dash ) • A.I.
Speaker: Duke Heninger, Partner and Fractional CFO at Amplēo & 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.
Calculated Risk
NOVEMBER 25, 2024
An interesting paper from researchers at the NY Fed: The Financial Stability Implications of Digital Assets Here is the overview: • This article considers the potential vulnerabilities associated with the digital asset ecosystem, adapting the Federal Reserve’s framework for assessing financial stability risks in the traditional financial system. • In particular, it examines the potential channels through which stress in crypto-asset markets could be transmitted to the traditional financial syst
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Alpha Architect
NOVEMBER 25, 2024
The propagation of factors actually reflect valid characteristics of the markets and market fluctuations. Factors are global, respectable and repeatable was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
NOVEMBER 25, 2024
Brendan Krebs will lead PNC Investments' Wealth Advisor team, reporting to President and CEO Richard Guerrini and helping build out the firm’s increasing focus on mass affluent clients.
Calculated Risk
NOVEMBER 25, 2024
Altos reports that active single-family inventory was down 0.4% week-over-week. Inventory is now 2.8% below the peak for the year (5 weeks ago). Inventory will now decline seasonally until early next year. The first graph shows the seasonal pattern for active single-family inventory since 2015. Click on graph for larger image. The red line is for 2024.
Wealth Management
NOVEMBER 25, 2024
The deals with Southeast Financial Group, Radiance Private Wealth and Silvertree Retirement Planning are part of the Summit Growth Partners initiative and bring it to 16 strategic investments this year.
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.
Calculated Risk
NOVEMBER 25, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Near Lowest Levels in a Month Last Monday, mortgage rates were near the highest levels in more than 3 months. A week later, and the average lender is right in line with the lowest levels in more than a month. The average top tier 30yr fixed mortgage rate fell back below 7% with today's move, but not by much.
Wealth Management
NOVEMBER 25, 2024
According to the commission, James David Burleson’s scheme caused over $3 million in losses for his clients and a 26.5% positive return for himself. The SEC argues the probability that divergence occurred by chance was “less than one in a million.
Calculated Risk
NOVEMBER 25, 2024
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in October and a Look Ahead to November Sales A brief excerpt: After the National Association of Realtors® (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR. This is the final look at local markets in October.
Wealth Management
NOVEMBER 25, 2024
The SEC sued Leech, alleging he allocated trades hours after executing them, often waiting until the end of the trading day or afterward.
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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.
Advisor Perspectives
NOVEMBER 25, 2024
This week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper.
Wealth Management
NOVEMBER 25, 2024
Winestock Manion's Neil Solarz highlights the delicate balance between respecting clients’ autonomy and protecting them from potential abuse.
Advisor Perspectives
NOVEMBER 25, 2024
Generosity knows no season. But as the year-end holidays approach, many of your clients may be thinking about making a charitable donation or increasing their charitable giving.
Cornerstone Financial Advisory
NOVEMBER 25, 2024
Weekly Market Insights | November 25th, 2024 Pre-Holiday Optimism Lifts Markets Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The Standard & Poor’s 500 Index rose 1.68 percent, while the Nasdaq Composite Index gained 1.73 percent. The Dow Jones Industrial Average led, picking up 1.96 percent.
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
NOVEMBER 25, 2024
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of November 15, the index was at 32.153, down 1.455 from the previous week, with 5 of the 6 components in expansion territory.
Random Roger's Retirement Planning
NOVEMBER 25, 2024
I wanted to see if there were any momentum equity factor funds that were trading through the Financial Crisis. The momentum funds I am familiar with were not around back then. The Invesco Dorsey Wright Momentum ETF (PDP) started trading in March 2007. In the 10 months ending at the low on March 9, 2009, you can see it was down a little worse than the S&P 500.
Wealthfront
NOVEMBER 25, 2024
When the Federal Reserve cut the federal funds rate in September 2024, the cut kicked off what many investors believe will be a period of falling interest rates. At a high level, this means borrowing costs (like the rate you pay on credit card debt or a mortgage) are likely to fall, but the interest […] The post Wealthfront’s Automated Bond Ladder vs. a Certificate of Deposit (CD) appeared first on Wealthfront Blog.
MainStreet Financial Planning
NOVEMBER 25, 2024
The IRS and Social Security Administration recently announced changes for 2025. Here are some highlights: The SSA has announced that benefit checks will rise 2.5% in 2025. Social Security and SSI beneficiaries are normally notified by mail starting in early December about their new benefit amount. The fastest way to find out your new benefit amount is to access your personal my Social Security account to view the COLA notice online.
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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.
Validea
NOVEMBER 25, 2024
In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig. This episode explores how passive investing has transformed markets, featuring insights from leading experts including Mike Green, Aswath Damodaran, Rick Ferri, Rob Arnott, and Cliff Asness. Key discussions: Why active investing’s poor performance led to passive’s rise How index fund flows might affect market dynamics The difference between st
Advisor Perspectives
NOVEMBER 25, 2024
Politicians and think-tank wonks of all stripes love to condemn government “waste, fraud, and abuse.” But saying it isn’t hard. Who is the opposition? No one says we need more waste, fraud, and abuse. We’re all 100% agreed all three are bad.
Don Connelly & Associates
NOVEMBER 25, 2024
I have been around Financial Advisors for so long that I have created hierarchies. I categorize advisors economically and professionally. I’ve done this for so long that I can usually spot a successful Advisor from across the room. Of course I get fooled sometimes, but not very often. I’m always a bit incredulous when I do this. What is it I spot? Listen to this audio podcast or red the transcript below, adapted from the audio, to hear what I think makes an Advisor successful and what makes a su
Advisor Perspectives
NOVEMBER 25, 2024
It is important for savers to understand guaranteed and non-guaranteed options when looking at retirement solutions offered within a 401(k) plan. Our Mike Dullaghan shares the highlights and talks about the need for personalized strategies.
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!
Sara Grillo
NOVEMBER 25, 2024
In this podcast I talk with Broc Buckles of BC Brokerage about how to avoid falling for a bad life insurance pitch. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.
A Wealth of Common Sense
NOVEMBER 25, 2024
Today’s Talk Your Book is sponsored by F/m Investments: See here for more information on F/m Investments and their fixed-income lineup! On today’s show, we discuss: The creation of F/m Investments Thoughts on why investors are still on the short end of the curve Discussion around the rise of rates around Fed cuts in 2024 Why credit spreads have remained so tight Private investments within an ETF structure.
Investment Writing
NOVEMBER 25, 2024
Can you spot what’s wrong in the image below? Please post your answer as a comment. Oh my, there are several mistakes in this! I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for November 25: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
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