Abnormal Returns
MARCH 8, 2024
The biz Transcripts have come to Apple ($AAPL) Podcasts. (sixcolors.com) The Apple ($AAPL) vs. Spotify ($SPOT) fight heats up. (spyglass.org) Economy Derek Thompson talks with Judd Cramer about what economists got wrong about the current economy. (theringer.com) Russ Roberts talks with Jeremy Weber, author of "Statistics for Public Policy: A Practical Guide to Being Mostly Right (or at Least Respectably Wrong).
Nerd's Eye View
MARCH 8, 2024
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming from the 2022 market downturn) and claims related to wire fraud.
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The Big Picture
MARCH 8, 2024
This week, I speak with Sean Dobson, chairman, CEO and CIO of Amherst Holdings LLC. The firm manages $16.8 billion in assets focused on single-family rentals, mortgage-backed securities and commercial real estate. He currently serves as a governing trustee for the Dana-Farber Cancer Institute in Boston and is a co-founder of CapCityKids. Amherst was managing a variety of public and private label loans in the 2000s, including mortgage-backed securities (MBS).
A Wealth of Common Sense
MARCH 8, 2024
America is in a weird place demographically-speaking. On the one hand, we have 70 million baby boomers reaching retirement age. They control most of the wealth. They control most of the housing market. And they still control the thermostat when you visit their houses. On the other hand, we have 73 million millennials who are in their prime household formation years.
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.
Calculated Risk
MARCH 8, 2024
From the BLS : Total nonfarm payroll employment rose by 275,000 in February, and the unemployment rate increased to 3.9 percent , the U.S. Bureau of Labor Statistics reported today. Job gains occurred in health care, in government, in food services and drinking places, in social assistance, and in transportation and warehousing. The change in total nonfarm payroll employment for December was revised down by 43,000, from +333,000 to +290,000, and the change for January was revised down by 124,000
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Advisor Perspectives
MARCH 8, 2024
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of February 23rd, the index was at 18.988, up 3.094 from the previous week, with 5 of the 6 components in expansion territory.
Meb Faber Research
MARCH 8, 2024
Guest: Tim Ranzetta is the Founder of Next Gen Personal Finance, a non-profit organization to connect educators with free resources and equip students with the knowledge and skills to lead financially successful and fulfilling lives since 2014. Recorded: 1/17/2024 | Run-Time: 48:27 Summary: In today’s episode, Tim updates us on everything going on with Next […] The post Episode #524: Tim Ranzetta, NGPF – Teaching America Personal Finance appeared first on Meb Faber Research
Calculated Risk
MARCH 8, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Due to changes at the CDC, weekly cases are no longer updated. For deaths, I'm currently using 4 weeks ago for "now", since the most recent three weeks will be revised significantly. Hospitalizations have declined significantly from the winter high of 30,020 earlier this year but are still well above the low of 5,380 last year.
Wealth Management
MARCH 8, 2024
Waverly grows assets by 200% in two years, $34B Moneta adds a sixth office and $250M in Boulder, Colo., and Kestra scores an Ameriprise team.
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.
Random Roger's Retirement Planning
MARCH 8, 2024
If you've been reading this site for any bit of time you probably know my intrigue with volatility as an asset class or strategy and the various types of funds that try to harness volatility. The space is being hit with a lot of new products and I am having a ton of fun looking at these new funds. We've got several more to look at today and I'll talk (again) about how I've incorporated volatility into client accounts.
Wealth Management
MARCH 8, 2024
Introducing the Chicago RIA on International Women’s Day, Expressive led by 3 female partners and has licensed clinical psychologist on staff.
Advisor Perspectives
MARCH 8, 2024
The latest employment report showed 275,000 jobs were added in February, surpassing the expected addition of 198,000 new jobs. Meanwhile, the unemployment rate rose to 3.9%, the highest level since January 2022.
Wealth Management
MARCH 8, 2024
JPMorgan Managing Director Mara Shreck said she expected the ESG rule to be in “lockstep” with the climate rule for issuers, which was finalized this week.
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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.
Clever Girl Finance
MARCH 8, 2024
One of the common ways to manage multiple credit cards and pay off debt quickly is by doing a credit card balance transfer. Are you wondering, “How do balance transfers on credit cards work?” or “What is a balance transfer?” Find out more here! Table of contents How do balance transfers on credit cards work with credit card companies?
Wealth Management
MARCH 8, 2024
BlackRock previously completed a minority investment in SpiderRock in 2021. The move expands the asset manager's SMA capabilities.
Calculated Risk
MARCH 8, 2024
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in February A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to February 2019 for each local market (some 2019 data is not available). This is the first look at several early reporting local markets in February.
Wealth Management
MARCH 8, 2024
Buckingham Wealth Partners' John Spyers discusses how productivity solutions are resulting in real results for firms.
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
MARCH 8, 2024
The headline jobs number in the February employment report was above expectations; however, December and January payrolls were revised down by 167,000 combined. The participation rate was unchanged, the employment population ratio decreased, and the unemployment rate was increased to 3.9%. Leisure and hospitality gained 58 thousand jobs in February.
Wealth Management
MARCH 8, 2024
The combined firm will operate as Binah Capital Group and trade on the Nasdaq under the symbol BCG. Larry Roth will serve as executive chairman.
Advisor Perspectives
MARCH 8, 2024
There is a general belief that there are four big indicators that the NBER Business Cycle Dating Committee weighs heavily in their cycle identification process. This commentary focuses on one of those indicators, nonfarm employment. February saw a 275,000 increase in total non-farm payrolls and the unemployment rose to 3.9%.
Wealth Management
MARCH 8, 2024
Sanctuary’s latest partner firm, M&K Legacy Wealth, comes over via advisor referral and is based in its own backyard.
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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
MARCH 8, 2024
From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. U.S. rail traffic recovered in February after severe weather constrained volumes in January. Total originated carloads on U.S. railroads averaged 221,387 per week in February, up from 205,034 in January. Total carloads were down 1.3% in February 2024 from February 2023.
Wealth Management
MARCH 8, 2024
Buckingham Wealth Partners' John Spyers discusses how productivity solutions are resulting in real results for firms.
Trade Brains
MARCH 8, 2024
Fundamental Analysis Of Praveg The travel market in India is projected to reach US$125 billion by FY27, and the event and exhibition market is expected to reach USD 7,550.05 million by 2027. A small-cap company in this sector has become a standout player, grabbing the market’s attention. Let’s delve into the story of Praveg Limited, a company that gave more than 37,000% return in just 5 years.
Advisor Perspectives
MARCH 8, 2024
The S&P 500 fell 0.7% on Friday following the release of February's jobs report. Friday's loss to the index finishing down 0.3% for the week. With that said, t he index is currently up 8.03% year to date and has set a new record closing high 16 times so far this year.
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!
Your Richest Life
MARCH 8, 2024
International Women’s Day is Friday, March 8th, and it’s a day where we recognize the achievements of women, and the importance of gender equality. But it’s also a time to pay attention to the financial challenges women are still facing, and how to overcome them. Here are some of the top financial hurdles that women face, and what steps you can take to confidently achieve your money goals: Getting Involved with Finances: Financial Planning for Women Women are much more in control of their money
Trade Brains
MARCH 8, 2024
Angel One Vs Motilal Oswal The number of retail investors in India has boomed in recent years with the onset of the pandemic. It brought a new set of small and big traders and investors to learn and implement their skills in their free time. This benefited multiple companies that earn from activities in the financial markets. Angel Broking and Motilal Oswal are two of the leading brokers in India.
Calculated Risk
MARCH 8, 2024
From BofA: Since our update last week, 1Q GDP tracking is down two-tenths to 2.3% q/q saar , and 4Q GDP tracking is up a tenth to 3.3% q/q saar from its second estimate print of 3.2% q/q saar. [Mar 8th estimate] emphasis added From Goldman: We left our Q1 GDP tracking estimate unchanged after rounding at +2.2% (qoq ar) and our Q1 domestic final sales forecast also unchanged at +2.5% (qoq ar).
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