Abnormal Returns
JUNE 26, 2024
Markets Stocks are exhibiting high dispersion. (sherwood.news) Treasury market liquidity is deteriorating. (apolloacademy.com) Today's market is unlike the Dotcom bubble. (spilledcoffee.co) Strategy Holding cash is comfortable right now, too comfortable. (cautiouslyoptimist.com) Don't let envy get a hold of your trading. (allstarcharts.com) Finance a16z isn't really getting into private equity.
Nerd's Eye View
JUNE 26, 2024
Traditionally, the challenge in using a 529 plan to save for higher education expenses has been figuring out how much to save to cover the beneficiary's college costs without overshooting and saving more in the 529 plan than is actually needed. Because while 529 plans' combination of tax-deferred growth on invested funds and tax-free withdrawals for qualified education expenses (plus many state-level tax deductions or credits on 529 plan contributions) make it a powerful savings vehicle for coll
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Calculated Risk
JUNE 26, 2024
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI May 2024: Business conditions at architecture firms continue to soften The AIA/Deltek Architecture Billings Index (ABI) score declined to 42.4 for the month , as more firms reported a decrease in billings in May than in April. In addition, there is increasing softness in the pipeline of new work coming into firms.
Wealth Management
JUNE 26, 2024
With lessons learned from his previous experience running Sanctuary, Dickson's Elevation Point was formed with United Atlantic Capital’s Mark Penske and launches with the acquisition of Mount Yale Capital Group.
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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.
Calculated Risk
JUNE 26, 2024
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Decrease to 619,000 Annual Rate in May Brief excerpt: The Census Bureau reports New Home Sales in May were at a seasonally adjusted annual rate (SAAR) of 619 thousand , however the three previous months were revised up sharply. The next graph shows new home sales for 2023 and 2024 by month (Seasonally Adjusted Annual Rate).
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
JUNE 26, 2024
What I see emerging, though, is the idea that the CRM isn’t a single pane of glass to view the entire business. Effective CRMs are more like prisms, where the viewer’s role determines what they see, and what information leaps to their fingertips.
Wealth Management
JUNE 26, 2024
(Bloomberg) -- BlackRock Inc. is expanding further into private-markets investing, striking a new partnership to include the assets alongside traditional ETFs and mutual funds in model portfolios pitched to wealthy US retail clients.
Calculated Risk
JUNE 26, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 0.8 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending June 21, 2024. This week’s results include an adjustment for the Juneteenth holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 0.8 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
JUNE 26, 2024
Daniel Lee and Dylan Kremer join IEQ as managing directors and have roots at First Republic, the bank IEQ’s founders walked out of in 2019.
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.
A Wealth of Common Sense
JUNE 26, 2024
Today’s Animal Spirits is brought to you by Global X and CME Group: See here to learn more about Global X’s suite of ETFs 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: US Stocks Beat Predictions Over the Past Decade.
Wealth Management
JUNE 26, 2024
Open, honest and candid discussion about the DOL rule in Texas court, DC asset growth due to passive investing, Fisher's minority sale, Wealthies finalists and more.
Advisor Perspectives
JUNE 26, 2024
The longer I spent working at a big firm, the more I came to understand that the advice I could offer was determined by decisions at the top. My input as an advisor was limited, which didn’t sit well with me, so I looked for a position that would allow me to offer unbiased financial advice.
Wealth Management
JUNE 26, 2024
Pete Clemson, chief digital officer, and Melissa Lamarche, senior vice president of advisor relations, are leaving the organization.
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
Advisor Perspectives
JUNE 26, 2024
The May release for new home sales from the Census Bureau came in at a seasonally adjusted annual rate of 619,000 units, lower than the 636,000 forecast. New home sales are down 11.3% month-over-month from a revised rate of 698,000 in April and are down 16.5% from one year ago.
Wealth Management
JUNE 26, 2024
The new product builds off its previous SMA platform and will support the use of third-party ETFs.
Advisor Perspectives
JUNE 26, 2024
Over the last decade, there has been an ongoing fundamental debate about markets and valuations. The bulls have long rationalized that low rates and increased liquidity justify overpaying for the underlying fundamentals.
Wealth Management
JUNE 26, 2024
The new technology, which launched this year, brings automated data capture and insights to advisors in assessing businesses.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
Random Roger's Retirement Planning
JUNE 26, 2024
I stumbled into an old podcast from Resolve Asset Management that looked at the lack of differentiation from most factors and how to seek out "orthogonality" to get better diversification. Looking at the above factors, they would argue that it is difficult to get true diversification from these factors and others. There's maybe some diversification benefit to dividends and equal weight but they are all shades of the same color.
Wealth Management
JUNE 26, 2024
Legal battle over retirement account worth over $750,000.
Norman Marks
JUNE 26, 2024
I am often annoyed by behavior that some might find acceptable or even normal, but that I see as unprofessional.
Wealth Management
JUNE 26, 2024
A $1.3 billion team of advisors in Las Vegas is joining Raymond James’ employee advisor channel from Morgan Stanley.
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Creating a winning digital lending experience requires plenty of focus on the needs of customers and more. Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.
Advisor Perspectives
JUNE 26, 2024
Traders in the US rates options market are embracing a nascent wager on the Federal Reserve’s interest-rate path: a whopping 3 percentage points worth of cuts in the next nine months.
Wealth Management
JUNE 26, 2024
Notice 2024-55 clarifies two exceptions to the 10% additional tax.
Advisor Perspectives
JUNE 26, 2024
It took much of the first half of the year for Treasury bond investors to fall in line with a Federal Reserve signaling higher-for-longer interest rates. Now, as they weigh the timing of a second-half pivot, they must also contend with potential wild-card risks from a hotly contested presidential race.
Wealth Management
JUNE 26, 2024
Wednesday, June 26, 2024 | 3:30 PM Eastern Daylight Time
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before. And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions!
Advisor Perspectives
JUNE 26, 2024
Bitcoin's price fell to its lowest level in nearly two months this past week, dropping as low as $60,000. BTC is currently up ~40% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 6/25/24.
Validea
JUNE 26, 2024
Warren Buffett is renowned for his patient, long-term approach to investing in high-quality businesses with durable competitive advantages. While the Oracle of Omaha has historically shied away from retail stocks, athletic apparel maker Lululemon (NASDAQ: LULU) displays many characteristics that could potentially make it an attractive Buffett-style investment.
Advisor Perspectives
JUNE 26, 2024
The artificial intelligence hype that made Nvidia Corp. the world’s biggest company has come with a price for the world’s climate. Data centers housing its powerful chips are gorging power and belching carbon dioxide, and sobering figures now reveal the extent of the problem.
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