The Big Picture
NOVEMBER 22, 2024
This week, we speak with Corey Hoffstein, CEO and CIO of Newfound Research. Corey pioneered the concept of ‘return stacking’ and is one of the masterminds behind the Return Stacked ETF Suite , which manages roughly $750 million across five ETFs. Corey’s work has been published in the Journal of Indexing and the Journal of Alternative Investments.
Wealth Management
NOVEMBER 22, 2024
AI Risk's Alec Crawford details how to solve security and compliance issues posed by artificial intelligence.
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Alpha Architect
NOVEMBER 22, 2024
The bottom line is that returns to the low volatility anomaly have only justified investing when low-volatility stocks were in the value regime, after periods of strong market performance, and when they excluded high-volatility stocks that have low short interest (providing clues as to how to improve its performance). This may be why live funds have been generating large negative alphas once we account for common factor exposures.
Wealth Management
NOVEMBER 22, 2024
Morningstar analysts attribute the outflows to high financing costs and a concern the companies included in these funds might be penalized for transitioning to new sources of energy faster than the rest of the world.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Covisum
NOVEMBER 22, 2024
We’re getting a lot of questions about the Social Security Fairness Act (HR 82) which repeals the Government Pension Offset and Windfall Elimination Provision. This bill passed the house on November 12 th , just 6 days after the election by a wide margin of 327-75.
Wealth Management
NOVEMBER 22, 2024
The $12.5 billion RIA adds locations in Annapolis and Stevensville, Md. with the acquisition of Bay Point Wealth.
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Wealth Management
NOVEMBER 22, 2024
Also i the WealthStack Roundup, Betterment integrates with Daffy, d1g1t launches a UMA framework and Advisor CRM launches.
Carson Wealth
NOVEMBER 22, 2024
This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the state of the U.S. consumer. Talking points include: Retail sales and restaurant activity remain robust, supported by strong balance sheets and low debt-to-income ratios Despite rising credit card debt and slight delinquency increases, overall consumer financial health is solid, with strong disposable income and net wealth mitigating concerns And
Wealth Management
NOVEMBER 22, 2024
The Financial Industry Regulatory Authority must let the US Securities and Exchange Commission weigh in before it can cast out one of its members, a three-judge panel of the US Court of Appeals for the District of Columbia found.
NAIFA Advisor Today
NOVEMBER 22, 2024
Scott Dorminy , President of NAIFA-Arkansas, sat down with Arkansas Business to discuss the evolving landscape of the insurance industry and how NAIFA is working to support its members and the clients they serve. In the interview, Scott delves into key topics, including the challenges of rising premiums, the effects of severe weather events on the industry, and how companies are adapting to an ever-changing climate.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Wealth Management
NOVEMBER 22, 2024
Tuesday, December 17, 2024 | 2:00 PM ET
Advisor Perspectives
NOVEMBER 22, 2024
The S&P 500 finished the week ending November 22 with strong gains, up 1.68% from last Friday. The index closed 0.53% away from a record high and is now up 25.86% year-to-date.
Wealth Management
NOVEMBER 22, 2024
ETFs have seen record net inflows this year.
Advisor Perspectives
NOVEMBER 22, 2024
Consumer sentiment continued to rise, according to the final November report for the Michigan Consumer Sentiment Index. The index rose 1.3 points (1.3%) from October's final reading to 71.8. The latest reading was below the forecast of 73.0.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Carson Wealth
NOVEMBER 22, 2024
This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the state of the U.S. consumer. Talking points include: Retail sales and restaurant activity remain robust, supported by strong balance sheets and low debt-to-income ratios Despite rising credit card debt and slight delinquency increases, overall consumer financial health is solid, with strong disposable income and net wealth mitigating concerns And
Advisor Perspectives
NOVEMBER 22, 2024
FINRA has released new data for margin debt, now available through October. The latest debt level is at $815.368 billion, the highest level since February 2022. Margin debt is up 0.2% month-over-month (MoM) and up 28.4% year-over-year (YoY). However, after adjusting for inflation, debt level is up 0.2% MoM and up 25.1% YoY.
Abnormal Returns
NOVEMBER 22, 2024
Listening Watching a podcast on YouTube is normal for Gen Z. (wsj.com) The top podcasts of 2024 per Apple Podcasts. (apple.com) Economy Joe Weisenthal and Tracy Alloway kick off a series looking at the economics of chicken. (podcasts.apple.com) Dror Poleg on how value is created in today's economy. (drorpoleg.com) Media business Eric Golden talks about the state of digital advertising with Eric Seufert who is the creator of Mobile Dev Memo and an investor at Heracles Capital.
Advisor Perspectives
NOVEMBER 22, 2024
Sirion Skulpone of Goldman Sachs Asset Management talks through the risks of being concentrated in individual stocks.
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Calculated Risk
NOVEMBER 22, 2024
The new administration is talking about cutting the number of federal government employees. This raises the question of how many people are employed by the Federal government? The following data is from the BLS and does not include military personnel. The first graph shows total government employment (Federal, State and Local). Click on graph for larger image.
Advisor Perspectives
NOVEMBER 22, 2024
Fidelity Investments is expanding its reach in the competitFidelity Investments is expanding its reach in the competitive world of systematic strategies for the masses, with the launch of five new active ETFs.
Nerd's Eye View
NOVEMBER 22, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that amidst a rare change in leadership at Charles Schwab, the outgoing and incoming CEOs hinted at relatively minor changes during remarks for advisors at its annual IMPACT conference this week, including an increased focus on lending services for high-net-worth clients and a desire to expand direct access to cryptoassets.
Advisor Perspectives
NOVEMBER 22, 2024
Blackstone Inc.’s main private credit fund stormed the investment-grade bond market to raise a combined $1.5 billion in a single day, adding to the rush of direct lenders trying to lock in cheaper financing costs.
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.
Calculated Risk
NOVEMBER 22, 2024
From WardsAuto: November U.S. Light-Vehicle Sales to Improve on October’s Growth (pay content). Brief excerpt: November’s forecast SAAR of 16.2 million units is the highest since May 2021. With the month having an atypical fifth weekend, the extended timeframe means there is more upside than downside to November’s forecast – especially with retail volume already showing solid growth. emphasis added Click on graph for larger image.
Advisor Perspectives
NOVEMBER 22, 2024
“Overheated” is how short-sellers Citron Research described MicroStrategy Inc. on Thursday.
Calculated Risk
NOVEMBER 22, 2024
Today, in the CalculatedRisk Real Estate Newsletter: Preliminary 2025 Housing Forecasts Excerpt: Towards the end of each year, I collect some housing forecasts for the following year - and also provide my own outlook. Several more forecast will be available in early December. The table below shows several early forecasts for 2025: A few points from these early forecasts: 1.
Advisor Perspectives
NOVEMBER 22, 2024
Most important advances in technology occur when someone combines a variety of innovations in different fields in a commercially successful way.
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Calculated Risk
NOVEMBER 22, 2024
From Goldman: We left our Q4 GDP tracking estimate unchanged at +2.4% (quarter-over-quarter annualized) but boosted our Q4 domestic final sales forecast by 0.1pp to +2.0%. Our Q3 past-quarter tracking estimate stands at +2.9% (vs. 2.8% originally reported, quarter-over-quarter annualized). [Nov 21st estimate] emphasis added And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the fourth quarter of 2024 is 2.6 percent on November 19,
Advisor Perspectives
NOVEMBER 22, 2024
In January 2022, we ventured three hundred years back in time to an episode that has long been considered the classic example of mania in the early annals of market history.
Abnormal Returns
NOVEMBER 22, 2024
Crypto Leverage and Bitcoin are a potent, and dangerous, mix. (sherwood.news) Charles Schwab ($SCHW) is open to providing customer crypto access. (thinkadvisor.com) Technology Amazon ($AMZN) is investing another $4 billion into Anthropic. (cnbc.com) Just how important is Chrome to Google ($GOOGL)? (spyglass.org) Venture capital A deep dive into the strategy of big OpenAI investor Thrive Capital.
Advisor Perspectives
NOVEMBER 22, 2024
I’ve been looking for the best dividends in the market for over 13 years. Time after time, I keep coming back to this question.
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
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