Abnormal Returns
MAY 13, 2024
Netflix Don't be surprised if Netflix ($NFLX) starts airing NFL games. (spyglass.org) How Netflix ($NFLX) became the future of television. (theirrelevantinvestor.com) BREIT How has BREIT shrugged off the downturn in commercial real estate? (insights.finominal.com) Why private real estate may not belong in a structure like BREIT. (citywire.com) Fund management Why closed-end funds can trade above NAV for extended periods of time.
Calculated Risk
MAY 13, 2024
Altos reports that active single-family inventory was up 1.6% week-over-week. Inventory is now up 15.2% from the February bottom, and almost above the maximum for inventory last year! Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of May 10th, inventory was at 568 thousand (7-day average), compared to 560 thousand the prior week.
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Abnormal Returns
MAY 13, 2024
Podcasts Daniel Crosby talks with Naomi Win about why we hate uncertainty so much. (standarddeviationspod.com) Brendan Frazier talks with Emily Koochel about combining technology and financial psychology. (podcasts.apple.com) The biz What Goldman Sachs ($GS) hopes to achieve in the RIA custody business. (barrons.com) Why Focus decided to merge Buckingham Strategic Wealth and The Colony Group.
Wealth Management
MAY 13, 2024
Stich, who left digital custodian Entrustody in January, joins MarketCounsel this week as executive managing director and will take over a lot of the operational responsibilities from President and CEO Brian Hamburger.
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Calculated Risk
MAY 13, 2024
This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the April 2024 seasonally adjusted annual sales rate (SAAR). Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
Wealth Management
MAY 13, 2024
Speakers at Wealth Management EDGE at The Diplomat Beach Resort in Hollywood Beach, Fla., discuss how investing strategies, including SMAs and how inflation and the Fed are impacting investing.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MAY 13, 2024
A focus on behavioral science and emotional intelligence will be key for advisors who wish to remain relevant in the coming years.
Alpha Architect
MAY 13, 2024
Higher volatility is associated with faster, initially stronger reversals, while lower turnover is associated with more persistent, ultimately stronger reversals How Volatility and Turnover Affect Return Reversals was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
MAY 13, 2024
Numerous speakers at Wealth Management EDGE said buyers would want to see that its AUM wasn’t primarily tied to a small number of clients and that its growth wasn’t spurred mainly by the market.
A Wealth of Common Sense
MAY 13, 2024
Today’s Talk Your Book is sponsored by Calamos Investments: On today’s show, we spoke with Matt Kaufman, SVP and Head of ETFs to discuss the basics of Structured Protection ETFs. On today’s show, we discuss: Options within tax-efficient wrappers How to construct defined outcome products The importance of holding periods with structured protection ETFs Why it matters when you purchase structured protect.
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.
Wealth Management
MAY 13, 2024
The impact that artificial intelligence will have on wealth management drew a large crowd at the Wealth Management EDGE conference at the Diplomat Beach Resort in Hollywood Beach, Fla.
Carson Wealth
MAY 13, 2024
“ Sometimes the questions are complicated and the answers are simple.” — Dr. Seuss 2024 came out swinging. The S&P 500 rose more than 10% in the first quarter after adding more than 11% in the fourth quarter of 2023. Back-to-back double-digit quarters are rare, but they tend to happen in bull markets. The S&P 500 advanced for the third consecutive week, adding 1.9% and approaching an all-time high.
Wealth Management
MAY 13, 2024
How RIAs grow and manage that growth was a focal point of many speakers at Wealth Management EDGE at The Diplomat Beach Resort in Hollywood Beach, Fla.
Random Roger's Retirement Planning
MAY 13, 2024
On this week's ETF IQ, they had a quick segment on the YieldMax ETFs. These are the single stock, covered call ETFs that have extremely high yields that we mentioned yesterday. We've talked about these quite a few times noting that they have trouble outpacing their distributions and that the YieldMax TSLA ETF (TSLY) has already done a reverse split.
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
Wealth Management
MAY 13, 2024
Stubbornly persistent inflation has altered the outlook for interest rate cuts and publicly-traded REITs paid the price in April as a result.
XY Planning Network
MAY 13, 2024
Over the years, we’ve written a thing (or two) about how to hire great talent with some hiring best practices. There is Hiring 101: Everything You Need to Know, Hiring: The Phone Screen, 10 Minutes to Make It or Break It , and Hiring? Your Guide to Creating a Positive Employee Onboarding Experience , just to name a few. But since the hiring landscape is ever-changing let’s take another look at the topic, this time from a more compliance-related perspective.
Wealth Management
MAY 13, 2024
About a quarter of Americans are already investing in crypto, according to one source. Advisors will be well-served to get comfortable with the asset class.
Calculated Risk
MAY 13, 2024
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in April A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to April 2019 for each local market (some 2019 data is not available). This is the second look at local markets in April. I’m tracking over 40 local housing markets in the US.
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.
Wealth Management
MAY 13, 2024
The acquisition of Soudmark Wealth Management is Edelman’s first deal of 2024.
Advisor Perspectives
MAY 13, 2024
Every so often, a story about a group of companies whose futures seem certain captures the imagination of investors.
Wealth Management
MAY 13, 2024
The commission’s proposal will make it more difficult for clients “to use false identities to establish customer relationships” with advisors, according to Chair Gary Gensler.
Financial Symmetry
MAY 13, 2024
Whether your tax documents are filed away or in a folder on your desktop, you may be wondering, “Just how long do I really need to keep all of this?” As with many tax topics, the answer is: it depends! … Continued The post How Long Should I Keep My Tax Records? appeared first on Financial Symmetry, Inc.
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.
Wealth Management
MAY 13, 2024
How illogic in DOL’s Retirement Security Rule produces a crisis of identity for insurance professionals.
Advisor Perspectives
MAY 13, 2024
All eight of the indexes on our world watch list have posted gains through May 6132024. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 14.09%. Hong Kong's Hang Seng finished in second with a YTD gain of 13.86% while Germany's DAXK finished in third with a YTD gain of 9.43%.
Wealth Management
MAY 13, 2024
The more fine-tuned the questions, the better the responses will be.
Trade Brains
MAY 13, 2024
Bullish Abandoned Baby Candlestick Pattern: Technical analysis is a technique for projecting future price movements based on historical market data, with a particular emphasis on price and volume. Candlestick patterns are distinctive visual representations of price action over a specific time period. These patterns, formed by open, high, low, and close prices, give insights into market sentiment and potential trend reversals or continuations.
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
MAY 13, 2024
Live, in person and interactive training works best to help adults learn about 401(k)s.
SEI
MAY 13, 2024
We believe that inflation will remain stickier than expected on a slower decline in service inflation and a continued rebound in goods inflation. Read SEI’s market commentaries.
Wealth Management
MAY 13, 2024
The first day of the Wealth Management EDGE conference included a series of panels on RIA growth, AI, investing and more, plus a conversation with Miami Dolphins Head Coach Mike McDaniel.
Cornerstone Financial Advisory
MAY 13, 2024
Weekly Market Insights: Stocks Rise, Anticipating Rate Cut Presented by Cornerstone Financial Advisory, LLC Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down. Stocks Climb Steadily Monday opened with stocks picking up where they left off the prior Friday. Stocks were still basking in the afterglow of fresh jobs data, which eased investor concerns of an overheating economy.
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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.
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