Abnormal Returns
AUGUST 1, 2024
July 2024 How major asset classes performed in July 2024. (capitalspectator.com) The S&P SmallCap 600 was up 10.8% in July. (on.spdji.com) Rates The 10-year Treasury has dipped below 4.0% for the first time in awhile. (sherwood.news) Tether is benefiting greatly from elevated interest rates. (theblock.co) Fund management Bill Ackman pulled the IPO for Pershing Square USA.
Carson Wealth
AUGUST 1, 2024
As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income. The real challenge of retirement income planning is that you need to generate income for an uncertain period of time — because no one knows how long they’ll live in retirement.
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A Wealth of Common Sense
AUGUST 1, 2024
Our resident insurance expert and financial advisor, Jonathan Novy, joined me on the show this week to discuss questions about life insurance vs. investing, HELOCs, taking out a loan to remodel your house and how the step-up basis works when one spouse passes away. Further Reading: The Fed Matters Less Than You Think 1There were a lot of theories about the reasoning for this at the time.
Wealth Management
AUGUST 1, 2024
The finding is part of a broader Cerulli report examining the opportunities and challenges surrounding the use of alternative investments in the retail channel.
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.
Calculated Risk
AUGUST 1, 2024
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 1.9% Below 2022 Peak Excerpt: It has been 18 years since the bubble peak. In the May Case-Shiller house price index released on Tuesday, the seasonally adjusted National Index (SA), was reported as being 73% above the bubble peak in 2006. However, in real terms, the National index (SA) is about 11% above the bubble peak (and historically there has been an upward slope to real house prices).
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
AUGUST 1, 2024
Here is a summary of the four market valuation indicators we update on a monthly basis.
Wealth Management
AUGUST 1, 2024
Despite potential tax changes, donor-advised funds remain a go-to tool.
Advisor Perspectives
AUGUST 1, 2024
The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.77, down from 1.78 in June.
Wealth Management
AUGUST 1, 2024
Regulators aren’t wrong in warning about the unintended consequences of artificial intelligence in financial services if leveraged improperly.
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.
Advisor Perspectives
AUGUST 1, 2024
The July S&P Global US Manufacturing PMI™ fell to 49.6 in July from 51.6 in June, indicating a slight deterioration in business conditions. The latest reading was just above the forecasted reading of 49.5 but is the index's lowest level of the year.
Wealth Management
AUGUST 1, 2024
The summer months provides the opportunity to strategically recharge, absorb and plan for the remainder of the year.
NAIFA Advisor Today
AUGUST 1, 2024
The Fortis Agency of Holmdel, NJ has been named the inaugural 100% Agency of the Year by the National Association of Insurance and Financial Advisors (NAIFA).
Wealth Management
AUGUST 1, 2024
The use of AI can assist firms to better understand client behaviors, identify high-value opportunities and optimize their outreach efforts.
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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.
Calculated Risk
AUGUST 1, 2024
The DOL reported : In the week ending July 27, the advance figure for seasonally adjusted initial claims was 249,000, an increase of 14,000 from the previous week's unrevised level of 235,000. The 4-week moving average was 238,000, an increase of 2,500 from the previous week's unrevised average of 235,500. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
Wealth Management
AUGUST 1, 2024
David Dodson, a former Oppenheimer advisor, has joined to lead the wealth management business.
Calculated Risk
AUGUST 1, 2024
From the Census Bureau reported that overall construction spending decreased: Construction spending during June 2024 was estimated at a seasonally adjusted annual rate of $2,148.4 billion, 0.3 percent below the revised May estimate of $2,154.8 billion. The June figure is 6.2 percent above the June 2023 estimate of $2,023.0 billion. emphasis added Both private and public spending decreased: pending on private construction was at a seasonally adjusted annual rate of $1,664.6 billion, 0.3 percent b
Wealth Management
AUGUST 1, 2024
There are a slew of technical and regulatory hurdles to overcome before the likes of BlackRock, Invesco and others can squeeze the likes of real estate and pre-public companies into ETFs.
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
Calculated Risk
AUGUST 1, 2024
On Friday at 8:30 AM ET, the BLS will release the employment report for July. The consensus is for 175,000 jobs added, and for the unemployment rate to be unchanged at 4.1%. There were 206,000 jobs added in June, and the unemployment rate was at 4.1%. From Goldman Sachs: We estimate nonfarm payrolls rose by 165k in July , below consensus of +175k. While an influx of labor supply at the start of summer typically leads to an acceleration in seasonally-adjusted job growth when the labor market is t
Wealth Management
AUGUST 1, 2024
Tuesday, August 27, 2024 | 2:00 PM ET
Calculated Risk
AUGUST 1, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Employment Report for July. The consensus is for 175,000 jobs added, and for the unemployment rate to be unchanged at 4.
Wealth Management
AUGUST 1, 2024
Brown is launching Boston XChange, a nonprofit organization that plans to build generational wealth and cultural innovation in Black and Brown communities.
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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.
Financial Symmetry
AUGUST 1, 2024
Below, you can watch our second quarter 2024 Market Update video. In it, we discuss the following topics: Recent strong performance for US and International stocks The importance of global diversification Comparing the Nvidia AI boom to the Cisco internet … Continued The post Market Update Q2 2024 appeared first on Financial Symmetry, Inc.
Calculated Risk
AUGUST 1, 2024
(Posted with permission). The ISM manufacturing index indicated expansion. The PMI® was at 46.8% in July, down from 48.5% in June. The employment index was at 43.4%, down from 49.3% the previous month, and the new orders index was at 47.1%, down from 49.3%. From ISM: Manufacturing PMI® at 46.8% July 2024 Manufacturing ISM® Report On Business® Economic activity in the manufacturing sector contracted in July for the fourth consecutive month and the 20th time in the last 21 months, say the nation's
Trade Brains
AUGUST 1, 2024
“Sealmatic’s roadmap is filled with exciting opportunities, not just in India but on a global scale. We are targeting a 15% market share in API mechanical seals and have laid out a strategic vision known as ‘Sealmatic Beyond 2028,” says Umar A K Balwa of Sealmatic India Ltd. In an exclusive interview with Trade Brain’s Research Analyst Omkar Chitni s , the Managing director of Sealmatic, Umar A K Balwa , discussed the Indian government’s recent announcement of a USD
Advisor Perspectives
AUGUST 1, 2024
Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 28.0 and the latest P/E10 ratio is 35.5.
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!
Random Roger's Retirement Planning
AUGUST 1, 2024
We regularly look at capital efficiency and its potential uses in portfolio construction. There's plenty to learn from it, we've studied it here quite a bit and for me the answer goes no further than slight influence with a couple of alt strategies. I don't believe I am dismissive of it but I am wary or at least, very cautious. The last few weeks have provided a good example of what can happen in adverse market conditions.
Alpha Architect
AUGUST 1, 2024
Full exposure to domestic equities. Full exposure to international equities. Full exposure to REITs. No exposure to commodities. Partial exposure to intermediate-term bonds. DIY Trend-Following Allocations: August 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Random Roger's Retirement Planning
AUGUST 1, 2024
Let's try something different and see if it can go anywhere. If there's any engagement, maybe can do one of these every week or so. I will lay out a portfolio concept that is hopefully robust when compared to more standard benchmarks. The idea is for readers to weigh in with thoughts or anything they'd do differently. Here's our first attempt. BTAL and BLNDX are client and personal holdings and I own a few shares of MAXI.
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