Abnormal Returns
MAY 20, 2024
Podcasts Daniel Crosby talks with Jason Pereira, Partner and Financial Planner at Woodgate Financial, about AI and wealth management. (standarddeviationspod.com) Dan Haylett talks with Derek Hagen who is the founder of Money Health Solutions about creating a meaningful retirement. (open.spotify.com) Leadership Vanguard has a new CEO, and its sooner than anticipated.
Nerd's Eye View
MAY 20, 2024
Ongoing research into how advicers can structure their practices to be better and more successful has consistently highlighted the benefits of choosing to serve a specific niche. In fact, the more specific the niche, the better, as a highly specialized niche not only allows an advicer to differentiate themselves in a crowded marketplace of other 'generalist' advicers, but also helps them build a more efficient practice where they serve clients who share similar characteristics (and puzzles to so
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Abnormal Returns
MAY 20, 2024
Strategy Options are a tool. Use them accordingly. (fortunesandfrictions.com) Why finance professionals should take less equity market risk. (rogersplanning.blogspot.com) 11 investing principles from Bill Miller including how to avoid value traps. (investmenttalk.co) Financial media Sam Ro's favorite free finance newsletters. (tker.co) The 18 best investing blogs of 2024.
Calculated Risk
MAY 20, 2024
Altos reports that active single-family inventory was up 1.7% week-over-week. Inventory is now up 17.0% from the February bottom, and above the maximum for inventory last year! Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of May 17th, inventory was at 578 thousand (7-day average), compared to 568 thousand the prior week.
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.
Advisor Perspectives
MAY 20, 2024
Relative to 18 developed economies since 1870, U.S. leverage is high though not unprecedented. However, unless the recent rise in interest rates reverses, the U.S. will need to cut its debt load.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Alpha Architect
MAY 20, 2024
This paper explores the applicability of the Bernanke-Blanchard (BB) model across diverse economies, revealing commonalities and differences in inflation dynamics post-pandemic. Postpandemic Inflation in Eleven Economies was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
MAY 20, 2024
Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.
Carson Wealth
MAY 20, 2024
Dow 40K Is Here! A major milestone was hit last week, as the Dow Jones Industrial Average closed above 40,000 for the first time. While there isn’t much difference between 40,000 and 39,999, it is quite significant from a psychological perspective. Despite numerous analysts predicting an imminent recession and near-certain bear markets, we at Carson pushed back against those false narratives all year.
Wealth Management
MAY 20, 2024
The approval process for spot Ethereum ETFs is running into some roadblocks, reports FX Empire. Mergers & Acquisitions looks at the benefits and drawbacks of long-hold funds vs. secondaries. These are among the investment must reads we found this week for wealth advisors.
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.
Advisor Perspectives
MAY 20, 2024
In many ways, the journey involved with reaching the summit of Mount Everest parallels the journey to a secure retirement.
Wealth Management
MAY 20, 2024
Christopher P. Woehrle explains how the growth of name, image and likeness-based fundraising for student-athletes’ compensation may be reaching a legal crossroads.
A Wealth of Common Sense
MAY 20, 2024
Today’s Talk Your Book is sponsored by F/m Investments: On today’s show, we spoke with Alex Morris, President and Chief Investment Officer of F/m Investments to discuss the basics of Fixed Income investing. On today’s show, we discuss: What duration, maturity, and convexity mean to a bond How duration changes over time with the movement of rates Duration of an individual bond vs a bond fund Understandi.
Wealth Management
MAY 20, 2024
Understand the distinction between investors and collectors of gold, their goals and the risks they're willing to take.
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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.
Calculated Risk
MAY 20, 2024
From Fed Vice Chair Philip Jefferson: U.S. Economic Outlook and Housing Price Dynamics. An excerpt on housing: The Housing Market The Fed sets policy to promote its dual-mandate objectives of maximum employment and price stability, and employment and inflation depend on conditions in the entire economy. Still, given our gathering today, I thought it would be appropriate to dive a bit deeper into the housing and home finance markets.
Wealth Management
MAY 20, 2024
WEG's Doug Huber details strategies that can be employed for portfolio diversification and achieving various investment objectives through alternatives.
Financial Symmetry
MAY 20, 2024
If you are approaching the middle years of retirement, you may notice that it feels much different than in the beginning. While this stage is not as intimidating as the beginning of retirement, there is still much to do in … Continued The post Decision Making in the Middle Years of Retirement, Ep #216 appeared first on Financial Symmetry, Inc.
Wealth Management
MAY 20, 2024
Thoughts about major trends affecting the 401(k) and defined contribution industry and what the future might hold.
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
MAY 20, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Close Enough to Unchanged Over The Weekend Technically, today's average mortgage rates are higher for a third straight business day, but most prospective borrowers won't even notice. For many lenders, the changes are so small that the average borrower won't see any change from scenarios quoted on Friday afternoon.
Wealth Management
MAY 20, 2024
Top CMOs discuss how to drive organic growth through experimentation, competition, follow-up and cataloging of best methods.
Calculated Risk
MAY 20, 2024
From the MBA: Share of Mortgage Loans in Forbearance Remains at 0.22% in April he Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of April 30, 2024. According to MBA’s estimate, 110,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.1 million borrowers since March 2020.
Wealth Management
MAY 20, 2024
Peter Mintzberg, currently the global head of strategy for asset and wealth management at Goldman Sachs Asset Management, will become the new CEO on August 15
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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
MAY 20, 2024
Today, in the Calculated Risk Real Estate Newsletter: 4th Look at Local Housing Markets in April; California Home Sales Up 4.4% YoY in April A brief excerpt: The NAR is scheduled to release April existing home sales on Wednesday, May 22nd. The consensus is for 4.18 million SAAR, down from 4.19 million in March. Housing economist Tom Lawler expects the NAR to report sales of 4.23 million SAAR for April.
Wealth Management
MAY 20, 2024
WEG's Doug Huber details strategies that can be employed for portfolio diversification and achieving various investment objectives through alternatives.
Advisor Perspectives
MAY 20, 2024
All eight of the indexes on our world watch list have posted gains through May 20, 2024. Hong Kong's Hang Seng finished in the top spot with a YTD gain of 16.96%. Tokyo's Nikkei 225 finished in second with a YTD gain of 16.75% while the U.S.'s S&P 500 finished in third with a YTD gain of 11.92%.
Wealth Management
MAY 20, 2024
Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.
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 20, 2024
Geography, it’s often said, is destiny. The paths nations follow though history are written like a script on the patterns of their rocks, rivers, plains and coasts, in ways that often confound the views of the people who inhabit them. It’s rare for a country to escape that geological fate.
Wealth Management
MAY 20, 2024
The approval process for spot Ethereum ETFs is running into some roadblocks, reports FX Empire. Mergers & Acquisitions looks at the benefits and drawbacks of long-hold funds vs. secondaries. These are among the investment must reads we found this week for wealth advisors.
Advisor Perspectives
MAY 20, 2024
If you are interested in investing in a high quality large pharmaceutical company, two of your primary choices would be Pfizer (PFE) or Merck (MRK), of course, Merck being the largest. Which one of these investments would suit you better as an investor?
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