The Big Picture
JANUARY 2, 2024
I am popping out of book leave to share this single data point that snuck out over the holidays: The Federal Reserve Bank of Philadelphia’s State Coincident Indicators for November 2023. I like the SCI – its broad, consistent, and does not operate with too big of a lag. Over the past three months, the indexes increased in 25 states, decreased in 21 states, and remained stable in four, for a three-month diffusion index of 8.
Abnormal Returns
JANUARY 2, 2024
Markets How major asset classes performed in December 2023. (capitalspectator.com) 2023 was a welcome respite from 2022, market-wise. (awealthofcommonsense.com) Growth stocks have trounced value over the past decade no matter the geography. (albertbridgecapital.com) Strategy 10 predictions for 2024 including 'The economy overheats.' (theirrelevantinvestor.com) Don't get caught sitting in cash in 2024.
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Nerd's Eye View
JANUARY 2, 2024
Welcome to the 366th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Stevyn Guinnip. Stevyn is founder of Grow Wellthy, a health and wellness consulting firm based in Springfield, Missouri that specializes in working with busy – but not always healthy – financial advisors. What's unique about Stevyn, though, is how she combines her family roots in financial advice with her decades-long career in wellbeing and health as a coach to financial advisors,
Abnormal Returns
JANUARY 2, 2024
Research Is the stock market predictable? Once in awhile for short periods of time. (alphaarchitect.com) Some evidence that indexing makes markets less efficient. (nber.org) How have risk parity funds weathered the past couple of years? (markovprocesses.com) What explains the 'distress risk premium'? (alphaarchitect.com) A round-up of recent research papers including 'We’re Not So Different, High Yield Bonds and Leveraged Loans.
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.
A Wealth of Common Sense
JANUARY 2, 2024
2023 was a good year for the stock market. Bad years in the stock market are typically followed by good years (but not always): The obvious follow-up here is: What happens after good years? Or how often do we see good years followed by good years? There are, of course, bad years that follow good years, just like there are good years that follow bad years.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JANUARY 2, 2024
The firm agreed to settle charges with the regulator after it charged LPL Financial supervisors failed to ensure the suitability of certain transactions made by reps on behalf of clients.
Calculated Risk
JANUARY 2, 2024
Today, in the Real Estate Newsletter: Question #9 for 2024: What will happen with house prices in 2024? Brief excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on my blog).
Wealth Management
JANUARY 2, 2024
Elon Musk led the world’s richest to a $1.5 trillion wealth gain in 2023.
The Irrelevant Investor
JANUARY 2, 2024
To say that everyone was expecting a recession going into 2023 is an understatement. This headline is from October. Poetically, and something few people were predicting at the time, the S&P 500 had bottomed five days before this ran. So, how did everyone get 2023 so wrong? Michael Cembalest hit on this in his 2024 outlook. Monetary policy is tighter but below the level of real rates that led to prior recessions; corp.
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
JANUARY 2, 2024
The rebrand comes as the $3.3 billion AUM firm aims to broaden its appeal to a wider swath of advisors and increase recruiting.
Alpha Architect
JANUARY 2, 2024
This article seeks to examine what research says about the interplay between risk tolerance, financial literacy, and trust and their collective impact on the pursuit of financial advice by Black and Hispanic households. Do racial barriers prevent Black and Hispanic households from pursuing financial advice? was originally published at Alpha Architect.
Wealth Management
JANUARY 2, 2024
Confluence Financial Planning’s six associates will continue to operate out of their Sacramento office. It’ll be Mariner’s first location in the city, and 15th in California.
Advisor Perspectives
JANUARY 2, 2024
Here is a summary of the four market valuation indicators we update on a monthly basis.
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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
JANUARY 2, 2024
The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts.
Advisor Perspectives
JANUARY 2, 2024
Here’s a look at some of the biggest winners and losers in 2023, plus a few investments that sat somewhere in the middle.
Wealth Management
JANUARY 2, 2024
Fidelity, WisdomTree, BlackRock and JPMorgan Securities have all named Jane Street Capital as their "authorized participant" for a possible spot Bitcoin ETF.
Cornerstone Financial Advisory
JANUARY 2, 2024
Weekly Market Insights: S&P Ends 2023 Up 24% Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%. The Nasdaq Composite index advanced 0.32% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, increased 1.13%. 1,2,3 Source: YCharts.com, December 30, 2023.
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
JANUARY 2, 2024
Seven ideas for how to save smarter, from automation to rollovers and Roths.
Advisor Perspectives
JANUARY 2, 2024
The strongest stock market returns in the coming decade, perhaps longer, are likely to emerge during advances in the S&P 500 that attempt to catch up with the cumulative return of risk-free Treasury bills.
Wealth Management
JANUARY 2, 2024
Everything Everywhere All at Once?
Investing Caffeine
JANUARY 2, 2024
You may have witnessed some fireworks on New Year’s Eve, but those weren’t the only fireworks exploding. The last two months of 2023 finished with a bang! More specifically, over this short period, the S&P 500 index skyrocketed +13.7%, NASDAQ +16.8%, and the Dow Jones Industrial Average +14.0%. The gains have been even more impressive for the cheaper, more interest-rate-sensitive small-cap stocks (IJR +21.8%), which I have highlighted for months ( see also AI Revolution ).
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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
JANUARY 2, 2024
An update on key planning developments.
The Irrelevant Investor
JANUARY 2, 2024
Today’s Animal Spirits is brought to you by YCharts: See here for a webinar with our very own Nick Maggiulli on Transforming Data Into Dollars On today’s show, we discuss: 10 predictions for 2024 Where did Americans put their money this year? Everywhere. Gas prices will fall in 2024 and Americans spend $32B less on fuel, GasBuddy predicts We aren’t posting on social media as much anymore.
Wealth Management
JANUARY 2, 2024
A close look at providing the tools financial advisors need to attract and retain clients.
Carson Wealth
JANUARY 2, 2024
Top Charts of the Year What a year it has been! The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. Just like everyone called it, right? As we look ahead to 2024, we want to share with you some of our team’s favorite charts on the year. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024.
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
JANUARY 2, 2024
Lower valuations and higher dividend yields mean value stocks typically outperform in the long run regardless of interest rates.
Million Dollar Round Table (MDRT)
JANUARY 2, 2024
By Bryce Sanders The best ideas withstand the test of time. One of the best techniques to encourage a person you meet socially to open up is with a strategy known as FORM. Let’s say you occasionally run into someone, and you’d like to learn more about them and get past the surface without seeming like you’re prying. You can do it gradually and tactfully with FORM.
Wealth Management
JANUARY 2, 2024
Four common themes that show up consistently.
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