Abnormal Returns
APRIL 10, 2024
Strategy How you implement a commodities allocation matters. (morningstar.com) Two things you probably don't need to worry about, including index concentration. (awealthofcommonsense.com) Closed-end funds have always been problematic. Now include the Destiny Tech 100 ($DXYZ) fund. (axios.com) IPOs Climate tech has an IPO problem. (semafor.com) Investors have waited a long time for the IPO window to reopen.
Nerd's Eye View
APRIL 10, 2024
Financial advicers are intimately familiar with the phrase, "Past results are not indicative of future performance." Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets. 3 common assumptions that have driven a
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Abnormal Returns
APRIL 10, 2024
Podcasts Barry Ritholtz talks with Larry Swedroe about the importance of staying the course for investors. (ritholtz.com) Christine Benz and Amy Arnott talk with Victor Haghani, co-author of "The Missing Billionaires: A Guide to Better Financial Decisions." (morningstar.com) Dan Haylett talks with Eric Brotman, who is the founder and CEO of BFG Financial Advisors, about retirement as 'graduation.
Calculated Risk
APRIL 10, 2024
Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned when services less rent of shelter was up around 8% year-over-year. This declined, but has turned up recently, and is now up 4.8% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through March 2024.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.
The Irrelevant Investor
APRIL 10, 2024
I want to talk about the feelings we get when putting money to work at all-time highs. But first, a quick programming note. Two of the things I love the most are movies and business. Nobody talks about the intersection of my two favorite topics like Matt Belloni. I read him every week at Puck and listen to him every week on The Ringer’s The Town.
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Wealth Management
APRIL 10, 2024
Nine former advisors are suing United Capital over its attempts to move arbitration proceedings from FINRA to another venue, accusing the firm of “pure gamesmanship” and “forum shopping.
Calculated Risk
APRIL 10, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 0.1 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending April 5, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 0.1 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
APRIL 10, 2024
After leaving Linscomb & Williams last year to launch an independent RIA that cuts clients in on profits, Harold Williams and his brother are being sued by the bank that bought their firm in 2012.
Calculated Risk
APRIL 10, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-April 2024 A brief excerpt: This 2-part overview for mid-April provides a snapshot of the current housing market. I always like to start with inventory, since inventory usually tells the tale ! Here is a graph of new listing from Realtor.com’s March 2024 Monthly Housing Market Trends Report showing new listings were 15.5% year-over-year in March.
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
APRIL 10, 2024
The Consumer Price Index for Urban Consumers (CPI-U) released for March puts the year-over-year inflation rate at 3.48%. The latest reading keeps inflation below the 3.74% average since the end of the Second World War for the 10th straight month. However, inflation remains above the 10-year moving average which is now at 2.79%.
Calculated Risk
APRIL 10, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 225 thousand initial claims, up from 221 thousand last week. • Also at 8:30 AM, The Producer Price Index for March from the BLS. The consensus is for a 0.2% increase in PPI, and a 0.3% increase in core PPI.
Discipline Funds
APRIL 10, 2024
Well, I had a great time earlier this year as I was able to mock certain people for thinking we’d get a rate cut in March or April. But now it’s my turn to be mocked as my prediction of a June cut goes up in smoke. 1 Today’s hotter than expected CPI all but eliminates the odds of a June cut. And as I explained in our recent analysis the likelihood of cuts between July and October are slim because the election is too close and the pace of change is slower than can justify cuts b
Calculated Risk
APRIL 10, 2024
The Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.4% in March. The 16% trimmed-mean Consumer Price Index increased 0.3%. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI report".
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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
APRIL 10, 2024
The program has attracted significant inflows from individual investors looking for tax benefits. A contentious Congress might jeopardize its extension.
A Wealth of Common Sense
APRIL 10, 2024
Today’s Animal Spirits is brought to you by Pacer ETFs and Fabric by Gerber Life See here for more information on Pacer ETFs Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life See here for tickets to The Compound and Friends LIVE in Los Angeles On today’s show, we discuss: S&P 500 trackers hit a record 27% of 2023 equity ETF flows What’s wrong with the.
Wealth Management
APRIL 10, 2024
Waverly Advisors has added three teams and almost $2.5 billion this year, while Fortis Capital picked up a Chicago practice helmed by a father/daughter team.
Clever Girl Finance
APRIL 10, 2024
When it comes to personal finance, one of the biggest conversations has always been about active vs passive income. Knowing about their differences and how to use them in your life will help you succeed with money and create a more stable financial situation. Keep reading to learn more! Table of contents What is active income? What is passive income?
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
APRIL 10, 2024
With more than 25 years of experience developing advisory platforms, Del Col leaves Goldman Sachs to enhance services at the emerging industry player.
Calculated Risk
APRIL 10, 2024
From the Fed: Minutes of the Federal Open Market Committee, March 19–20, 2024. Excerpt: In their discussion of inflation, participants observed that significant progress had been made over the past year toward the Committee's 2 percent inflation objective even though the two most recent monthly readings on core and headline inflation had been firmer than expected.
Wealth Management
APRIL 10, 2024
Strategic Insights Financial Planning Group, a $500 million Texas team, is the second to join from Ameriprise this week.
Advisor Perspectives
APRIL 10, 2024
Consumer prices rose more than expected in March as inflation heated up for a second straight month. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index rose to 3.5% year-over-year while core CPI remained at 3.8%. Both readings came in higher than their respective forecasts.
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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
APRIL 10, 2024
Open, honest and candid discussion about March Job growth, advisor conflicts of interest, whether the 401(k) era is over and more.
Random Roger's Retirement Planning
APRIL 10, 2024
Allison Schrager wrote an article for Bloomberg last week that Wall Just Doesn't Get It On Retirement. I shared on Facebook noting that Schrager suggested better and cheaper annuity products and that given how undersaved we collectively are, it may come to more annuity products. Saying that people may be forced to try their luck on longevity pools does not mean I am now an annuity guy.
Wealth Management
APRIL 10, 2024
Datos Insights' Will Trout explores the future of finance through data hygiene and personalized advice.
Advisor Perspectives
APRIL 10, 2024
I will explore practical strategies for advisors to focus on fostering deeper client relationships and leveraging new metrics for a more comprehensive understanding of their practice's impact and valuation.
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
APRIL 10, 2024
The Investments & Wealth Institute has updated its CIMA certification curriculum and exam for the first time since 2019.
Advisor Perspectives
APRIL 10, 2024
This series has been updated to include the March release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $50,494, down 7.1% from over 50 years ago. After adjusting for inflation, hourly earnings are below their all-time high from April 2020.
Wealth Management
APRIL 10, 2024
The acquisition, Kovair, has a portfolio of products and tools for supporting application and data management.
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