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.
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.
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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.
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.
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.
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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.
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.
Wealth Management
NOVEMBER 22, 2024
AI Risk's Alec Crawford details how to solve security and compliance issues posed by artificial intelligence.
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.
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
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.
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,
Wealth Management
NOVEMBER 22, 2024
Also i the WealthStack Roundup, Betterment integrates with Daffy, d1g1t launches a UMA framework and Advisor CRM launches.
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.
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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.
Random Roger's Retirement Planning
NOVEMBER 22, 2024
The FT dug into the coming Bridgewater Risk Parity ETF. There was a little bit of humor and they raised good questions. It seemed like they believe there is a way to make it work while admitting that the strategy has struggled in recent years. The plainest vanilla explanation is that bonds are leveraged up so that the leveraged bond position has the same "risk," although volatility might be a better word, as the equity exposure.
Dear Mr. Market
NOVEMBER 22, 2024
Dear Mr. Market: Normally we write you letters about the markets or the economy…but what’s all that worth if your assets are not protected or properly positioned for what you intended them to do? The following article is penned by a guest author and Long Beach estate planner, Curtis Kaiser. At the end of the article you’ll see his firm bio and a link to his company page.
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.
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.
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
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.
NAIFA Advisor Today
NOVEMBER 22, 2024
Cheryl Canzanella is the incoming president of NAIFA-Florida, boasting over 25 years of experience in the financial services industry. She holds several designations, including CLU, ChSNC, LUTCF, and CAP. With a background that spans annuities, brokerage, and a recent pivot to the mortgage sector, Cheryl brings a wealth of knowledge and a diverse perspective to her leadership role.
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.
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
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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
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.
Wealth Management
NOVEMBER 22, 2024
The $12.5 billion RIA adds locations in Annapolis and Stevensville, Md. with the acquisition of Bay Point Wealth.
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.
Wealth Management
NOVEMBER 22, 2024
Tuesday, December 17, 2024 | 2:00 PM ET
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
NOVEMBER 22, 2024
Many of the myths and controversies surrounding the equity risk premium (ERP) are rooted in semantics: The same term is used for multiple purposes.
Wealth Management
NOVEMBER 22, 2024
ETFs have seen record net inflows this year.
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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