Abnormal Returns
OCTOBER 17, 2024
Autonomous driving Austin Vernon, "Humans being awful drivers leads to a massive increase in vehicle costs and weight, makes cars more dangerous to people outside of them, and imposes significant costs on infrastructure like roads." (austinvernon.site) What's it going to take to reach full autonomous driving? (stratechery.com) Defense Europe isn't prepared to defend itself absent the U.S.
A Wealth of Common Sense
OCTOBER 17, 2024
Callie Cox joined me on the show again this week to discuss questions about investing in alternatives, the plight of the homebuyer, the current state of stock market valuations, and overcoming financial mistakes. Further Reading: What If You Invested at the Peak Right Before the 2008 Crisis? The post Sequence of Returns appeared first on A Wealth of Common Sense.
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Abnormal Returns
OCTOBER 17, 2024
Markets Global market correlations are higher than they used to be, but aren't 1.0. (morningstar.com) Investors are already noticing the drop in cash yields. (wsj.com) Asset management Asset managers are rushing to launch CLO ETFs. (wsj.com) India's asset management market is fiercely competitive. (institutionalinvestor.com) Finance Charles Schwab ($SCHW) is deleveraging.
Nerd's Eye View
OCTOBER 17, 2024
Launching an advisory firm can be a daunting endeavor, requiring advisors to take on significant financial and responsibility with no guarantees of success. Given these challenges, advisors may consider bringing on a business partner to share both the costs and the burden of decision-making. By pairing with a partner in the firm's early days, advisors can benefit from their business partner not just by having someone to split costs and risks with, but also to consult with as a sounding board and
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.
Wealth Management
OCTOBER 17, 2024
Berta Aldrich will fill the newly created role, while David Robbins will become the director of enterprise RIA relationship management.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 17, 2024
John Hardin will join the UBS in Miami with Integra Partners, a private wealth team with more than $7 billion AUM. Senior Wealth Strategy Associate Katelyn O’Hara will join him.
Trade Brains
OCTOBER 17, 2024
Palm oil, the world’s most widely consumed vegetable oil, is facing a complex web of challenges and changes. This article explores the current state of the industry, its major players, and the factors shaping its future. Global Production and Market Dynamics Palm oil is a crucial commodity in the global market. Indonesia and Malaysia are the top producers, dominating the industry.
Wealth Management
OCTOBER 17, 2024
The amount of assets in tax-managed SMAs has jumped 67% from year-end 2022.
Random Roger's Retirement Planning
OCTOBER 17, 2024
A very long running theme to my writing going back almost to the beginning has been to avoid allocating too much to specific diversifiers. We've talked about this in relation to MLPs. gold and REITs going back 18 or 19 years and more recently we've talked about what a bad idea a 20 or 25% weighting to managed futures is. The behavior carried forward from REITs and the others to managed futures maybe a year or year and a half ago with a lot of content pointing to huge allocations to managed futur
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
OCTOBER 17, 2024
The performance of financial markets, particularly equities, doesn’t hinge on who is sitting in the Oval Office.
Advisor Perspectives
OCTOBER 17, 2024
Industrial production was down 0.3% in September, coming in worse than the expected 0.1% decrease. Compared to one year ago, industrial production is down 0.64%.
Wealth Management
OCTOBER 17, 2024
Mindy Diamond and Jason Diamond provide strategies to help advisors help through the decision-making process in this industry update.
Advisor Perspectives
OCTOBER 17, 2024
In the week ending October 12th, initial jobless claims were at a seasonally adjusted level of 241,000. This represents a decrease of 19,000 from the previous week's figure and is right in line with what economists were expecting.
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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
OCTOBER 17, 2024
Have more productive estate plan meetings.
Advisor Perspectives
OCTOBER 17, 2024
Nominal retail sales in September were up 0.43% month-over-month (MoM) and up 1.74% year-over-year (YoY). However, after adjusting for inflation, real retail sales were up 0.25% MoM and down 0.65% YoY.
Wealth Management
OCTOBER 17, 2024
Private-equity backed RIAs and private equity firms accounted for most of the third quarter’s deal activity, according to Echelon Partners
Million Dollar Round Table (MDRT)
OCTOBER 17, 2024
By Matt Pais, MDRT Content Specialist It should surprise no one to hear that your health is important. Willpower, however, can be incredibly difficult — even when you’re trying to be disciplined about balanced eating. Bob Davies, a former coach of college football players and an Olympian, recommends being proactive to prevent yourself from a binge you’d regret: “I was taking a trip from Los Angeles airport to Newark in New Jersey.
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
OCTOBER 17, 2024
The DOL reported : In the week ending October 12, the advance figure for seasonally adjusted initial claims was 241,000 , a decrease of 19,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 258,000 to 260,000. The 4-week moving average was 236,250, an increase of 4,750 from the previous week's revised average.
Advisor Perspectives
OCTOBER 17, 2024
529 plans are one of the most popular ways Americans save for the college expenses of their children. As of June 2024, there were 16.8 million 529 savings accounts holding $508 billion, according to the College Savings Plan Network.
Calculated Risk
OCTOBER 17, 2024
On a monthly basis, retail sales increased 0.4% from August to September (seasonally adjusted), and sales were up 1.7 percent from September 2023. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for September 2024, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $714.4 billion, an increase of 0.4 percent from the previous month , and up 1.7 percent from September 2023.
Steve Sanduski
OCTOBER 17, 2024
Guest: Ramesh Srinivasan, a senior partner at McKinsey & Company and co-author of The Journey of Leadership: How CEOs Learn to Lead from the Inside Out. In a Nutshell: How well do you know yourself? The absolute best business leaders work hard to understand their emotions, motivations, and limitations so that they can identify their inner purpose and align it with the outcomes they want their teams to achieve.
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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.
Calculated Risk
OCTOBER 17, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, Housing Starts for September. The consensus is for 1.350 million SAAR, down from 1.356 million SAAR.
Trade Brains
OCTOBER 17, 2024
The global uranium market is experiencing a significant shift. A growing supply deficit, coupled with increasing demand, is reshaping the industry’s landscape. This article explores the current state of the uranium sector and its future prospects. Supply Shortages Loom as Major Producers Cut Back Kazakhstan, the world’s largest uranium producer, recently announced a 17% cut in its planned production for 2025.
Calculated Risk
OCTOBER 17, 2024
Earlier from the Fed: Industrial Production and Capacity Utilization Industrial production (IP) decreased 0.3 percent in September after advancing 0.3 percent in August. A strike at a major producer of civilian aircraft held down total IP growth by an estimated 0.3 percent in September, and the effects of two hurricanes subtracted an estimated 0.3 percent.
Advisor Perspectives
OCTOBER 17, 2024
The Census Bureau's Advance Retail Sales Report for September revealed headline sales were up 0.4% last month. The latest reading was higher than the expected 0.3% monthly growth in consumer spending.
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!
Calculated Risk
OCTOBER 17, 2024
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in September A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to September 2019 for each local market (some 2019 data is not available). This is the third look at several early reporting local markets in September.
Validea
OCTOBER 17, 2024
The term “bubble” has become ubiquitous in financial media. If you follow financial news, you might conclude that we’re currently surrounded by bubbles. Stocks, bonds, cryptocurrencies – all have been labeled as bubbles at various points. But are we really in a world of pervasive financial bubbles, or is the term being used too liberally?
Wealthfront
OCTOBER 17, 2024
At Wealthfront, we want to help you build long-term wealth on your own terms. That’s why we’ve built a robust suite of accounts powered by automation, with the goal of keeping both your costs and taxes low. If you’re looking for guidance on which accounts are best suited to your needs and situation, we’re here […] The post Which Wealthfront Account Is Right for You?
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