Abnormal Returns
MARCH 26, 2024
Markets The equity risk premium is skimpy at the moment. (capitalspectator.com) Higher for longer is helping to push Treasury yields higher. (wsj.com) Books Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. (klementoninvesting.substack.com) What you can learn from Carrie Sun's new book “Private Equity: A Memoir.
Nerd's Eye View
MARCH 26, 2024
Welcome back to the 378th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Michael Collins. Michael is the CEO & Founder of WinCap Financial, an RIA based in Boston, Massachusetts, that oversees $80M in assets under management for 70 client households. What's unique about Michael, though, is that since 2021 he has been able to grow WinCap Financial at a rate of more than $10M of AUM per year through consistently reaching out to leads purchased through SmartAs
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Abnormal Returns
MARCH 26, 2024
ETFs How the existence of sector ETFs affects analyst estimates. (papers.ssrn.com) How mutual funds and ETFs can exist side-by-side. (papers.ssrn.com) Macro Hedging inflation risk is harder than it looks. (insights.finominal.com) How do macro factors affect trend following returns? (mrzepczynski.blogspot.com) Quant stuff It's not difficult to calculate downside beta.
A Wealth of Common Sense
MARCH 26, 2024
In March 2020, at the height of uncertainty at the outset of the pandemic, I wrote about what it took to get to the roaring 1920s. This chart sums it up nicely: Here’s what I wrote at the time: How many people at the time would have predicted during the war/pandemic/recession/depression years that the 1920s would be one of the most innovative, prosperous periods our country had ever seen?
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 26, 2024
S&P/Case-Shiller released the monthly Home Price Indices for January ("January" is a 3-month average of November, December and January closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Continues to Trend Upward in January 2024 The S&P CoreLogic Case-Shiller U.S.
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Advisor Perspectives
MARCH 26, 2024
The Conference Board's Consumer Confidence Index® inched down in March. The index fell to 104.7 this month from February's downwardly revised 104.8. This month's reading was lower than expected, falling short of the 106.9 forecast.
Calculated Risk
MARCH 26, 2024
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 6.0% year-over-year in January; FHFA: House Prices Declined Slightly in January, up 6.3% YoY Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for January ("January" is a 3-month average of November, December and January closing prices).
Wealth Management
MARCH 26, 2024
Lynette Ancona will be part of Raymond James’ employee advisor channel. Previously, she was a branch-based advisor with Charles Schwab.
Calculated Risk
MARCH 26, 2024
Two key points: 1) There is a clear seasonal pattern for house prices. 2) The surge in distressed sales during the housing bust distorted the seasonal pattern. This was because distressed sales (at lower price points) happened at a steady rate all year, while regular sales followed the normal seasonal pattern. This made for larger swings in the seasonal factor during the housing bust.
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
MARCH 26, 2024
Non-traded alternative funds have raised nearly $17 billion so far in 2024, according to the latest data from Robert A. Stanger. Some hedge fund managers are looking to launch ETFs amid a boom in actively-managed funds, reports ETF Stream. These are among the investment must reads we found this week for financial advisors.
Advisor Perspectives
MARCH 26, 2024
One big reason the global financial system nearly collapsed in 2008 was that banks had shifted risks into the shadows, relying on insurance-like instruments that proved incapable of absorbing losses.
Calculated Risk
MARCH 26, 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.
Wealth Management
MARCH 26, 2024
RIA executive Mike Capelle shares his vision for Modern Wealth Management to become a nationwide, “holistic” wealth management firm for the mass affluent.
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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
MARCH 26, 2024
Effective marketing requires intention and a gut check. You need to honestly assess where your business is today before investing your time and efforts to get where you want to go.
Wealth Management
MARCH 26, 2024
Stifel Financial will pay more than $2.2 million to settle FINRA charges it poorly supervised non-traditional ETP recommendations.
Discipline Funds
MARCH 26, 2024
I wrote a fun new paper about the top 10 thing s in finance and economics that are my pet peeves. The article was inspired by the wonderful Cliff Asness paper from 2014 in which he debunks many common finance myths. Many of the things that annoy Cliff also annoy me, but I tend to get more annoyed by bad economic narratives. So, while this paper will never match up to the brilliant thinking of someone like Cliff I hope it’s a useful and different angle on some bad narratives that I wish wou
Wealth Management
MARCH 26, 2024
The survey found RIAs that work with wealth management platforms—like Dynasty's—grow significantly faster and have higher valuations than standalone 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
Million Dollar Round Table (MDRT)
MARCH 26, 2024
By Liz DeCarlo, MDRT Content Manager The “me” generation, self-absorbed, high-maintenance. These stereotypes are often used to describe millennials, said Aaron L. Hammer, LUTCF , in his presentation at the 2017 Annual Meeting. But there are also other words that apply to them: independent, positive, multi-taskers, tech-savvy, hungry for information, optimistic.
Wealth Management
MARCH 26, 2024
Wright Ford Young & Co. launched its new division on the Integrated Partners platform.
The Irrelevant Investor
MARCH 26, 2024
Today’s Animal Spirits is brought to you by TBIL and the US Benchmark Series: See here for more information on investing in TBIL and the US Benchmark Series See here to register for The Compound Insider On today’s show, we discuss: Why the roaring twenties left many Americans poorer Lots more on the big can kick in commercial real estate The $27T Treasury market is only getting bigger Hey ChatGPT, why isn̵.
Wealth Management
MARCH 26, 2024
Funds focused on clean energy and cannabis performed the worst over the last three years.
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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
MARCH 26, 2024
The Federal Housing Finance Agency (FHFA) house price index (HPI) fell to 417.5 in January, its first decline since August 2022. U.S. house prices decreased by 0.1% from the previous month and are up 6.4% from one year ago. After adjusting for inflation, the real index was down 0.2% month-over-month and up 4.7% year-over-year.
Wealth Management
MARCH 26, 2024
It could lead to lower equity returns for Investors.
Advisor Perspectives
MARCH 26, 2024
Gas prices increased for a fourth straight week, jumping to their highest level since October. As of March 25th, the prices of regular and premium gas each increased 7 cents from the previous week. The WTIC end-of-day spot price for crude oil closed at $81.95, down 0.3% from last week.
Financial Symmetry
MARCH 26, 2024
Retirement can hit us with numerous curveballs. One of those could happen right out of the gate–being forced with an early retirement. We all know that layoffs are part of the corporate landscape. While they are commonplace, when you are … Continued The post How to Handle a Forced Early Retirement, Ep #212 appeared first on Financial Symmetry, Inc.
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
MARCH 26, 2024
New orders for manufactured durable goods rose in February, coming in at $277.93B. This is a 1.4% increase from the previous month and more than the expected 1.2% growth. The series is up 2.6% year-over-year (YoY). If we exclude transportation, "core" durable goods were up 0.5% from the previous month and up 1.3% from one year ago.
Wealth Management
MARCH 26, 2024
Dunham Trust's Sal Capizzi details how advisors can bring value to their clients through retirement planning and understanding the different retirement strategies.
Advisor Perspectives
MARCH 26, 2024
Home prices continued to trend upwards in January 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 0.1% increase month-over-month (MoM) and a 6.6% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -0.4% and the YoY was reduced to 0.4%.
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