Abnormal Returns
FEBRUARY 27, 2024
Markets Communications and health care are leading the U.S. market in 2024. (capitalspectator.com) A closer look at Europe's answer to the Magnificent Seven stocks, GRANOLA. (biopharmadive.com) Strategy What happens when you invest right before a bear market? (awealthofcommonsense.com) The case for, but mostly against, dividend-focused ETFs. (ofdollarsanddata.com) Why it's so easy to get sucked into trading too much.
The Big Picture
FEBRUARY 27, 2024
Transcript: The transcript from this week’s MiB: Andrew Slimmon, Morgan Stanley Investment Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ XXXXX ~~~ The post Transcript: Andrew Slimmon, Morgan Stanley Investment Management appeared first on The Big Picture.
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Abnormal Returns
FEBRUARY 27, 2024
Research What factors matter for bond returns? (klementoninvesting.substack.com) How to combine top-down and bottom-up aggregate earnings estimates. (papers.ssrn.com) Private equity returns are but a guess until all capital is returned. (wealthmanagement.com) Why biotech stocks are like lottery tickets. (alphaarchitect.com) How to trade Bitcoin without trading Bitcoin.
A Wealth of Common Sense
FEBRUARY 27, 2024
Despite 5% short-term interest rates and stickier inflation than some people would like and the Fed potentially pushing back interest rate cuts for a few months and the new True Detective seasons being a massive disappointment…the S&P 500 continues to take out new all-time highs. By my count there have already been a baker’s dozen in 2024 alone.1 Here are the new highs by year since 2015: 2015: 10 2016: 1.
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.
Nerd's Eye View
FEBRUARY 27, 2024
Welcome back to the 374th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Dianne Nolin. Dianne is the Managing Partner of Argent Bridge Advisors, a hybrid advisory firm based in Vienna, Virginia, that oversees $500 million in assets under management for 350 client households. What's unique about Dianne, though, is how she has been able to both expand the marketing of her firm, and its profitability, by taking the divorce financial planning work that has been a l
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
FEBRUARY 27, 2024
Zephyr PSN Product Manager Nick Williams discuss the growth of SMAs, PSN and PSN Top Guns.
Calculated Risk
FEBRUARY 27, 2024
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 5.5% year-over-year in December; FHFA: House Prices Up 6.5% Q4 over Q4 Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for December ("December" is a 3-month average of October, November and December closing prices). December closing prices include some contracts signed in August, so there is a significant lag to this data.
Wealth Management
FEBRUARY 27, 2024
Non-traded alternative managers raised $7.6 billion in January, according to data from Robert A. Stanger. Retail investor activity helped drive the crypto market rally in January, says JP Morgan. These are among the investment must reads we found this week for wealth advisors.
Advisor Perspectives
FEBRUARY 27, 2024
Evaluating your tech stack and contract pricing must be on your agenda as your wealth management firm starts the new year.
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
FEBRUARY 27, 2024
Nesvold will work closely with all units of the bank that touch wealth management, including Emigrant Partners, where she'll serve as chair.
Random Roger's Retirement Planning
FEBRUARY 27, 2024
A few quick hits today. There was news reported in multiple places from Fidelity's survey showing the number of 401k millionaires grew last year by 11.5%. Part of the headline in the link I am including refers to these people as poster children for staying the course. Staying the course hopefully starts at a younger age but whenever it starts, the discipline to put in a meaningful percentage every year and let the market do its thing for you makes the path to a workable, financial outcome much e
Wealth Management
FEBRUARY 27, 2024
Practitioners need to modify their procedures to accommodate new requirements.
Advisor Perspectives
FEBRUARY 27, 2024
The Federal Housing Finance Agency (FHFA) house price index (HPI) continued to increase in December, coming in at 417.9. U.S. house prices increased by 0.1% from the previous month and by 6.6% from one year ago. After adjusting for inflation, the real index was flat month-over-month and up 4.6% year-over-year.
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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
FEBRUARY 27, 2024
The nascent RIA attracts three practices with a combined $150 million in AUM, as it bets on its subscription fee model and open architecture technology.
Million Dollar Round Table (MDRT)
FEBRUARY 27, 2024
By Matt Pais, MDRT Content Specialist Are you nervous about what a coach might see when exploring what you and your business do well and less well? That’s an effective way of knowing they can help, said Daniel O’Connell, MBA , a 17-year MDRT member from Dallas, Texas. “A good coach is going to get you out of your comfort zone,” he said. “If you have anxiety about someone looking at your practice, that’s probably a good thing, because that means there’s tremendous area of opportunity for growth t
Wealth Management
FEBRUARY 27, 2024
Among other developments, ABL Tech will provide the firm’s wealth advisors with mortality data that can help them identify wealth transfers within their client base.
Discipline Funds
FEBRUARY 27, 2024
Don’t worry. This isn’t a post about how the 60/40 portfolio is “dead” We talked about how that was nonsense last year and a 60/40 portfolio was up 20% last year right when everyone was declaring it dead. Instead, we’re going to talk about a new framework for thinking about any diversified multi-asset portfolio and where it does and does not make sense.
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
FEBRUARY 27, 2024
Coordinate the terms with the client’s estate-planning documents.
The Irrelevant Investor
FEBRUARY 27, 2024
Today’s Animal Spirits is brought to you by Franklin Templeton and Fabric by Gerber Life See here for more information on Franklin Templeton’s new Bitcoin ETF See here for more information on Life Insurance with Fabric by Gerber Life On today’s show, we discuss: Michael’s experience with Eli Manning How Japans Nikkei 225 got its mojo back T-bills without tax bills?
Wealth Management
FEBRUARY 27, 2024
Continuity Private Wealth represents the 40th team to join through LPL’s Strategic Wealth Services.
Calculated Risk
FEBRUARY 27, 2024
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Update on American Homes for Rent (AMH) A brief excerpt: From housing economist Tom Lawler: Below is a table derived from the Q4/2023 (and earlier) “Earnings Release and Supplemental Information Package” from American Homes for Rent (AMH), a large institutional investor in single-family rental homes.
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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
FEBRUARY 27, 2024
Directors and officers liability and professional liability insurance.
Calculated Risk
FEBRUARY 27, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, Gross Domestic Product, 4th Quarter and Year 2023 (Second Estimate) The consensus is that real GDP increased 3.3% annualized in Q4, unchanged from the advance estimate of 3.3%.
Wealth Management
FEBRUARY 27, 2024
Rossby Financial’s combination of customizable pricing and open architecture technology are drawing job applicants and advisors alike to the nascent firm.
Advisor Perspectives
FEBRUARY 27, 2024
Home prices continued to trend upwards in December, albeit at a slower pace, as the benchmark 20-city index rose for an eleventh consecutive month. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.2% increase month-over-month (MoM) and a 6.2% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -0.2% and the YoY was reduced to -0.2%.
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!
Trade Brains
FEBRUARY 27, 2024
Dark Cloud Cover Candlestick Pattern: There are different types of candlestick patterns to analyse the price movement of securities. Here, we shall discuss a type of multiple candlestick pattern, the Dark Cloud Cover Candlestick pattern. Also, we shall look into its formation, trading strategies and also the entry and exit points in this pattern What is a Dark Cloud Cover Candlestick Pattern?
Wealth Management
FEBRUARY 27, 2024
Charles A. Redd provides an in-depth analysis of a recent Chief Counsel Advice relating to gift tax consequences.
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