Abnormal Returns
MAY 14, 2024
Modeling How much can machine learning techniques help in model making? (aqr.com) Fancier models don't necessarily estimate the ERP better. (alphaarchitect.com) The case for ensemble models. (mrzepczynski.blogspot.com) Can AI replace stock analysts? (papers.ssrn.com) Research Crashes are the bane of momentum investors. (mrzepczynski.blogspot.com) Why time horizon matters when it comes to investing in TIPS.
Nerd's Eye View
MAY 14, 2024
Welcome everyone! Welcome to the 385th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danielle Howard. Danielle is the owner of Wealth By Design, a hybrid advisory firm based in Glenwood Springs, Colorado, that oversees about $35 million in assets under advisement for 35 client households. What's unique about Danielle, though, is how she has created a process she calls "Financial Fingerprints To Footprints ", where she helps clients who are struggling to implem
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Abnormal Returns
MAY 14, 2024
Diversification The S&P 500 is now nearly 40% of global market cap. (apolloacademy.com) International diversification requires a long time horizon. (awealthofcommonsense.com) Strategy Investment misses are inevitable. (morningstar.com) Don't confuse selling calls with income. (rogersplanning.blogspot.com) Gold won't save you if stuff really hits the fan.
A Wealth of Common Sense
MAY 14, 2024
A lot of investors have abandoned international diversification (or at least strongly considered it) in recent years. I understand why this is happening. The U.S. stock market has destroyed all comers ever since the Great Financial Crisis ended. Since 2009, a total U.S. stock market index fund is up more than 660% while a total international index fund is up more like 180%.
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
MAY 14, 2024
From the NY Fed: Household Debt Rose by $184 Billion in Q1 2024; Delinquency Transition Rates Increased Across All Debt Types The Federal Reserve Bank of New York’s Center for Microeconomic Data today issued its Quarterly Report on Household Debt and Credit. The report shows total household debt increased by $184 billion (1.1%) in the first quarter of 2024, to $17.69 trillion.
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Advisor Perspectives
MAY 14, 2024
Household debt rose by $184 billion (1.09%) to $17.69 trillion in Q1 2024. The increase in debt this quarter was largely driven by mortgage and auto loan balances. Meanwhile, credit card balances declined, as is typical for the first quarter.
Wealth Management
MAY 14, 2024
During a conversation at Wealth Management EDGE, the former CEO of United Capital called private equity “economic creatures” that may add leverage and unnecessary changes.
Advisor Perspectives
MAY 14, 2024
The generational wealth transfer is the mountain range on our horizon, likely dominating the landscape for much of our careers. Yet many firms struggle to move from acknowledgement to action.
Wealth Management
MAY 14, 2024
Martine Lellis, who joined Mercer as chief talent officer in 2020, will serve as principal of M&A partner development, supporting Dave Barton, who continues to lead M&A across the firm.
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.
Diamond Consultants
MAY 14, 2024
This new wave of transitioning advisors is feeling the pushes and pulls of an evolving industry. Over 9,000 advisors changed firms in 2023, marking a 7% increase from the year before.* While this movement is prevalent across all industry channels, it is particularly pronounced within the RIA world and represents a growing trend that’s a dichotomy of sorts.
Trade Brains
MAY 14, 2024
Three Inside Up Candlestick Pattern: In the world of technical analysis, candlestick patterns serve as invaluable tools for traders, offering insights into market sentiment and potential price movements. Among the myriad of patterns, the Three Inside Up stands out for its reliability and significance. In this article, we will delve into the Three Inside Up candlestick pattern, exploring its formation, Psychology, and trading ideas with its example.
Advisor Perspectives
MAY 14, 2024
Gas prices are down for a third straight week. As of May 13th, the price of regular and premium gas fell 3 and 4 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $79.12, up 0.8% from last week.
Wealth Management
MAY 14, 2024
Whether creating or editing images, videos, audio or emails, advisors can use AI to improve efficiency and free up time to work with clients.
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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.
Advisor Perspectives
MAY 14, 2024
You will find it very difficult to find good value in stocks in a bull market like we’ve had since 2008. As Warren Buffett says – “You cannot invest in what’s popular and expect to do well.
Wealth Management
MAY 14, 2024
Private equity money continues to fund inorganic growth for its chosen firms, and with more buyers comes more competition, according to panelists at RIA Edge.
Million Dollar Round Table (MDRT)
MAY 14, 2024
By Tara Clark Social media offers a powerhouse of opportunity, but financial advisors worldwide can make mistakes that prevent them from unleashing its true potential. It can be difficult to know what to share and say online, specifically on LinkedIn. There are 90 million senior-level influencers and 63 million decision-makers who use LinkedIn, so you don’t want to miss out on the many opportunities available on this platform.
Wealth Management
MAY 14, 2024
The first full day of Wealth Management EDGE included conversations with Joe Duran, former basketball star Jay Williams and much, much more.
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
Advisor Perspectives
MAY 14, 2024
Wholesale inflation accelerated last month to its highest level in a year. The producer price index for final demand increased 0.5% month-over-month (s.a.). On an annual basis, headline PPI accelerated from 1.8% in March to 2.2% in April.
Wealth Management
MAY 14, 2024
The held-away asset management platform will be integrated with the tech stack of over 2,400 Stifel Financial advisors.
Calculated Risk
MAY 14, 2024
CPI for April will be released on Wednesday. The consensus is for 0.3% increase in CPI (up 3.4% YoY), and a 0.3% increase in core CPI (up 3.6% YoY). Here are a couple of analyst's forecasts. From BofA: For the April CPI report, we forecast headline CPI rose by 0.3% m/m. Based on our forecast, the y/y rate should tick down to 3.4%. The main factor behind our expectation for a relatively firmer headline CPI print is energy prices.
Wealth Management
MAY 14, 2024
This live blog focused on the RIA Edge track of Wealth Management EDGE will be updated throughout the conference.
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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.
Advisor Perspectives
MAY 14, 2024
US household debt has reached a record and more borrowers are struggling to keep up.
Wealth Management
MAY 14, 2024
Does a higher cash rate tide lift, hurt or have no significant impact on all asset returns?
Advisor Perspectives
MAY 14, 2024
The headline number for the NFIB Small Business Optimism Index rose to 89.7 in April, the first monthly increase of the year. The latest reading was better than the forecast of 88.1 but marked the 28th straight month the index has been below the series average of 98.0.
Wealth Management
MAY 14, 2024
The pace of ETF launches slowed in April. Following a March that saw nearly 50 new funds, in April managers brought 27 new ETFs onto the market.
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!
Advisor Perspectives
MAY 14, 2024
With the challenges associated with organic growth, many registered investment advisors (RIAs) are turning to external mergers or acquisitions to expand their practices.
Wealth Management
MAY 14, 2024
The demand for assets that fit ESG goals is growing. But both asset managers and RIAs need to choose products that are alpha drivers, and not “concessions.
Calculated Risk
MAY 14, 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, The Consumer Price Index for April from the BLS. The consensus is for 0.3% increase in CPI (up 3.4% YoY), and a 0.3% increase in core CPI (up 3.6% YoY). • Also at 8:30 AM, Retail sales for April is scheduled to be released.
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