Abnormal Returns
SEPTEMBER 24, 2024
Statistics Comparing the Sharpe and Sortino ratios. (caia.org) Correlations, 101. (clearerthinking.org) Research How identifying economic regimes can help in portfolio allocation. (alphaarchitect.com) What investors get wrong about high quality stocks. (caia.org) You don't need individual securities to get the benefits of tax loss harvesting. (advisorperspectives.com) A review of historical private equity performance.
Nerd's Eye View
SEPTEMBER 24, 2024
Welcome everyone! Welcome to the 404th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ann Garcia. Ann is a partner of Independent Progressive Advisors, an RIA based in Portland, Oregon, that oversees approximately $115 million in assets under management for 120 client households. What's unique about Ann, though, is how she crafted a nationally recognized expertise in college financial planning, and the ways that specialization has evolved as Ann’s advisor
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Abnormal Returns
SEPTEMBER 24, 2024
Strategy Investors have won the war on fees. Then there's risk. (wealthmanagement.com) The shorter the time horizon, the more that has to go right. (behaviouralinvestment.com) Why it's hard to be a real contrarian. (riskofruinpod.substack.com) Crypto You can now trade options on BlackRock’s iShares Bitcoin Trust ($IBIT). (etf.com) Is MicroStrategy ($MSTR) any good at timing Bitcoin purchases?
Wealth Management
SEPTEMBER 24, 2024
Gamified trading apps and niche ETFs have a cost that’s harder to spot but is little different from the damage inflicted on portfolios by high fees.
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Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be
Calculated Risk
SEPTEMBER 24, 2024
S&P/Case-Shiller released the monthly Home Price Indices for July ("July" is a 3-month average of May, June and July 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 All-Time Highs Continue in July 2024 The S&P CoreLogic Case-Shiller U.S.
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Financial Symmetry
SEPTEMBER 24, 2024
Retirement, a phase many of us anticipate for a long time, comes with its own set of financial intricacies. Specifically, how do you effectively withdraw funds from your savings to ensure a comfortable, sustainable, and tax-efficient lifestyle? A well-crafted retirement … Continued The post How to Avoid Common Pitfalls in Your Retirement Withdrawal Strategy, Ep #225 appeared first on Financial Symmetry, Inc.
Wealth Management
SEPTEMBER 24, 2024
The technology provider serving over 1,000 firms globally also rolled out new dashboards and other product enhancements.
A Wealth of Common Sense
SEPTEMBER 24, 2024
Gallup has a poll that asks Americans what income strata they belong in. The results are relatively stable over the past 20+ years: Most people say middle class while very few people think they are upper class. The Pew Research Center has a new tool that allows you to enter your income and see where it is you fit both nationally and locally. Their numbers show the Gallup poll is right on the money as far as middle-class.
Wealth Management
SEPTEMBER 24, 2024
Don’t let the uncertainty about future tax policy interfere with taking action to meet your client’s goals.
Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius
4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor
Calculated Risk
SEPTEMBER 24, 2024
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 5.0% year-over-year in July Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for July ("July" is a 3-month average of May, June and July closing prices). July closing prices include some contracts signed in March, so there is a significant lag to this data.
Wealth Management
SEPTEMBER 24, 2024
ETFs continue to gain fund flows at the expense of mutual funds, according to the latest data from Morningstar. BlackRock’s Larry Fink sees a massive opportunity in using private indexes to build ETFs and other funds, but it’s still unclear how, reports Reuters. These are among the investment must reads we found this week for wealth advisors.
Advisor Perspectives
SEPTEMBER 24, 2024
The Conference Board's Consumer Confidence Index® fell in September after notching a six-month high in August. The index declined to 98.7 this month from August's upwardly revised 105.6. This month's reading was worse than expected, falling short of the 103.9 forecast.
Wealth Management
SEPTEMBER 24, 2024
Elizabeth Hioe, a former McKinsey executive, replaces Martine Lellis, who was promoted to principal of M&A partner development in May.
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
SEPTEMBER 24, 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. • At 10:00 AM: New Home Sales for August from the Census Bureau. The consensus is for 700 thousand SAAR, down from 739 thousand in July.
Wealth Management
SEPTEMBER 24, 2024
According to SEC Enforcement Director Gurbir Grewal, Qatalyst Partners did not have to pay a monetary penalty because it self-reported the results of its investigation.
Calculated Risk
SEPTEMBER 24, 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.
Wealth Management
SEPTEMBER 24, 2024
Elizabeth Hioe, a former McKinsey executive, replaces Martine Lellis, who was promoted to principal of M&A partner development in May.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Million Dollar Round Table (MDRT)
SEPTEMBER 24, 2024
By Bryce Sanders If you’re giving clients and prospects too many choices, they may freeze and not make any decisions because they don’t understand the differences in the choices. They then may pick none, meaning there is no sale. To overcome this, simplify the process for clients. How it works Suppose a prospect came to you and said, “I sold my house, and I need income.
Wealth Management
SEPTEMBER 24, 2024
The advisory firm takes minority stakes in BFG Wealth and Canon Capital Wealth Management.
Trade Brains
SEPTEMBER 24, 2024
In the rapidly growing landscape of digital entertainment, gaming isn’t just entertainment; it’s a career-launching powerhouse in today’s digital age. As the Indian market embraces this shift, Nazara Technologies Limited stands at the forefront, poised to lead both locally and globally. With a young population and widespread smartphone adoption, Nazara is aggressively expanding its footprint in the gaming sector.
Wealth Management
SEPTEMBER 24, 2024
There’s still a level of uncertainty lingering in the industry, causing some investors to remain cautious about jumping in too early.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Random Roger's Retirement Planning
SEPTEMBER 24, 2024
Today's rabbit hole comes courtesy of Bob Elliott from Unlimited Funds. The starting point was the futility of trying to time the market. He didn't use what I think is a great example choosing all out sitting in cash or all in in a portfolio of 30% equities, 55% bonds and 15% commodities. That allocation was referred to in the post as 'assets.' I don't know how he came to choose that allocation, maybe the Unlimited Hedge Fund ETF (HFND) was similarly allocated at one or more points but doesn't a
Clever Girl Finance
SEPTEMBER 24, 2024
Whether you’re drawn to shiny shoes, a gorgeous new Chanel purse, or can’t stop buying clothes you don’t need it may be time to consider a shopping ban. Constant shopping sprees whether for yourself or others can be detrimental to your finances. However, I understand the struggle of trying to quit a habit like shopping. The good news is you can go on a shopping ban and be successful and even make it fun!
FMG
SEPTEMBER 24, 2024
With help from Cadence Wealth Partners’ Sean Williams, we make the case for advisory firms to break out of the boring and showcase personality in their marketing. Watch this interview replay to dive into the details of his fantastic website, which is not only functional but also incredibly fun and engaging. No time to watch the replay? No problem – let’s break down the main takeaways: The Power of Storytelling in Website Design Sean’s website stands out because it tells a story.
Advisor Perspectives
SEPTEMBER 24, 2024
The ability of color to persuade has long been a focal point of research. In the late 1970s, researchers from the University of California at Berkeley conducted a study within the California prison system. Prison guards were asked to curl dumbbell weights. The subjects did as many repetitions as possible.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
Steve Sanduski
SEPTEMBER 24, 2024
Guest: Josh Self , CLU, ChFC, CFP®, Managing Partner of Ridgeline Wealth Advisors in Raleigh, NC. In a Nutshell: Do you serve your business or does it serve you? Josh Self decided to do a complete rebrand and design his business around his personal passion of being an everyday explorer. He wanted to attract other like-minded outdoor enthusiasts so his website and podcast are 100% geared toward that specific demographic.
Advisor Perspectives
SEPTEMBER 24, 2024
Cliff Asness, co-founder of AQR Capital Management, made the news recently with the provocative claim that financial markets are getting less efficient. I worked at AQR for 10 years, but long before that I spent nearly two decades as the only mentee the renowned economist Fischer Black ever had. Fischer had a very different view of market efficiency and would, I think, have reached a different conclusion from Cliff’s data.
MainStreet Financial Planning
SEPTEMBER 24, 2024
What is Spaving? I got home from my weekly grocery shopping trip and my daughter asks me in that “all knowing teenager” look “Mom, why did you buy 2 cantaloupes when it’s just us?” At the time, it seemed like a great deal; It was summer, and I know how much she loves this fruit. The store was having a sale, “buy one get a second one half off”, so I was happy to scoop up a second one to have for the week.
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