Abnormal Returns
NOVEMBER 21, 2023
Quant stuff Good luck trying to explain ML models. (mrzepczynski.blogspot.com) A round-up of recent research on return expectations including 'Inflation Expectations and Stock Returns.' (capitalspectator.com) Earnings Using AI to suss out future earnings surprises. (klementoninvesting.substack.com) People like working for companies that beat Wall Street earnings expectations.
The Big Picture
NOVEMBER 21, 2023
My Two-for-Tuesday morning train WFH reads: • The Share of Americans Who Are Mortgage-Free Is at an All-Time High : Almost 40% of US homeowners own their homes outright as of 2022—many of them baby boomers who refinanced when rates were low. ( Businessweek ) see also Why Your Office Space Continues to Shrink : Despite more than a billion square feet of empty office space in the US, a return to roomier layouts and private offices does not seem to be in the cards. ( Bloomberg ) • Satoshi Is Black
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Abnormal Returns
NOVEMBER 21, 2023
Strategy Hedge funds are piling into the Big Seven stocks. (ft.com) Diversification always means having something underperform. (ofdollarsanddata.com) Why moats matter. (investmenttalk.co) Crypto Another domino falls in the crypto space as Binance CEO CZ plans to plead guilty to money laundering charges. (wsj.com) Meanwhile there are plenty of other goings-on in the exchange space.
Nerd's Eye View
NOVEMBER 21, 2023
Welcome back to the 360th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Suzanne Powell. Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. What's unique about Suzanne, though, is how she grew to more than $100M of AUM by intentionally organizing her schedule from month to month throughout the year, cl
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The Reformed Broker
NOVEMBER 21, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Sam Altman – OpenAI turmoil. ►Buyback SURGE – “$QQQ largest weekly inflows on record this past week.” ►NVDA Earnings – “The chip maker’s earnings beat Wall Street expectations in.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Discipline Funds
NOVEMBER 21, 2023
One of the big stories of the year has been the lack of breadth in the performance of the US stock market. The so-called “magnificent 7” of Microsoft, Amazon, Apple, Google, Meta, Tesla and Nvidia have generated 71% returns. The S&P 500 is up 20%. And the remaining 493 companies are up 5%. The equal weight S&P 500 (which weights every company evenly instead of letting the market caps skew) is up 5% year to date.
Wealth Management
NOVEMBER 21, 2023
Gen X, millennials and Gen Z each require a tailored approach based on their values and beliefs.
Trade Brains
NOVEMBER 21, 2023
7 Best Technical Analysis Courses : Unlocking secrets of trading in the stock market begins with mastering technical analysis. In this article, we explore some of the best technical analysis courses available that are specifically designed for beginners. By enrolling in one of these courses, you can enhance your skills, make informed decisions, and navigate with confidence.
Wealth Management
NOVEMBER 21, 2023
The national healthcare advisory firm will merge its wealth management business, Curi Capital, with RMB.
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
Million Dollar Round Table (MDRT)
NOVEMBER 21, 2023
By Bryce Sanders Consider two statements: The wealthy like their privacy. Once people reach a certain level of wealth and success, they tend to give back to the community. The first statement makes the high-net-worth difficult to prospect. The second provides a way to approach them. Meeting wealthy people socially is not a shortcut to asking for business.
Wealth Management
NOVEMBER 21, 2023
Japan’s government pension fund is investing $1 billion in funds managed by Brookfield and Blackstone, reported Bisnow. Private investors have been increasingly focusing on retail real estate in recent months, according to JLL. These are among today’s must reads from around the commercial real estate industry.
Clever Girl Finance
NOVEMBER 21, 2023
Whether you’ve recently gotten lucky or scrimped and saved for a few years, knowing what to do with 50k is essential. Having money in the bank is a unique opportunity. It means you can grow it and have an even larger safety net. Table of contents How much is $50k and how can you get it? What to do with $50k before you invest it! 18 Smart ways to grow $50k in cash Expert tip: Diversify your $50k to avoid volatility 3 Mistakes to avoid with 50k in cash How much interest will $50,000 earn in a year
Wealth Management
NOVEMBER 21, 2023
There are already ETFs in the market that invest in mortgage-backed securities. But the MTBA ETF focuses on recently issued ones.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
Advisor Perspectives
NOVEMBER 21, 2023
What are some of the more unique gifts or events advisors are doing for clients?
Wealth Management
NOVEMBER 21, 2023
The SEC settled charges with Laidlaw & Co. and two of its registered reps with violating Reg BI's care obligations with instances of "in-and-out" trading.
Advisor Perspectives
NOVEMBER 21, 2023
As we know all too well, human beings are neither perfect nor consistently rational, especially when our hard-earned money is involved.
Wealth Management
NOVEMBER 21, 2023
Rothschild, a former Morningstar and Apex executive, joins the global PE firm as an operating partner to help identify opportunities in the wealthtech space.
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.
Random Roger's Retirement Planning
NOVEMBER 21, 2023
A few interesting things from here and there on the interwebs. First up was a webinar about model portfolios at ETF.com. This first little bit might be more for advisors but the topic is interesting. They talked about how outsourcing model construction can save advisors a lot of time. That is probably true. The way my new firm is set up, I could outsource everything, for a fee, and the way this was positioned, I think there might be a decent number of advisors who do just that.
Wealth Management
NOVEMBER 21, 2023
You set yourself apart when you recognize your clients’ losses and support them in ways that most others do not.
Advisor Perspectives
NOVEMBER 21, 2023
Could it be that your internal eagerness to comply with your prospect’s apparent requirements conveys a subservience that dissuades them from trusting you?
Wealth Management
NOVEMBER 21, 2023
On the heels of its move to NYC, RCG has received awards for ‘deal of the year’ and ‘firm of the year’ from The M&A Advisor.
Speaker: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.
Calculated Risk
NOVEMBER 21, 2023
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 3.79 million SAAR in October; New Cycle Low Excerpt: Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2022 and 2023. Sales declined 14.6% year-over-year compared to October 2022. This was the twenty-sixth consecutive month with sales down year-over-year.
Wealth Management
NOVEMBER 21, 2023
Michael Hunstad, Ph.D., Deputy CIO & CIO of Global Equities at Northern Trust Asset Management, discusses credit markets and market risks.
Advisor Perspectives
NOVEMBER 21, 2023
The Chicago Fed National Activity Index (CFNAI) dropped to -0.49 in October from -0.02 in September. All four broad categories of indicators used to construct the index decreased from September and all four categories made negative contributions in October. The index's three-month moving average, CFNAI-MA3, fell to -0.22 in October from 0.00 in September.
Wealth Management
NOVEMBER 21, 2023
The Tema Cardiovascular and Metabolic ETF (HRTS) tracks companies involved in the treatment of cardio-metabolic diseases — a term that links cardiovascular diseases, obesity and diabetes.
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.
Calculated Risk
NOVEMBER 21, 2023
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, The initial weekly unemployment claims report will be released. The consensus is for 229 thousand initial claims, down from 231 thousand last week. • Also at 8:30 AM, Durable Goods Orders for October from the Census Bureau.
Wealth Management
NOVEMBER 21, 2023
The move comes as former Merrill Wealth Management President Andy Sieg takes over as weatlh chief at Citigroup.
Steve Sanduski
NOVEMBER 21, 2023
Guest: John Wernz, one of the top marketers on the planet. John was the Chief Marketing Officer of Wealth Enhancement Group (WEG) (listen to my podcast with WEG CEO Jeff Dekko) as that company grew rapidly through some sophisticated organic marketing programs. He’s currently Executive-in-Residence at Great Hill Partners , Executive Director and Board Member at Datalign Advisory , and Board Advisor at Testimonial IQ.
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