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.
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.
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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.
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.
Advisor Perspectives
SEPTEMBER 24, 2024
MassMutual Head of Annuity Distribution Matt DiGangi recently sat down with VettaFi to discuss the increasing demand he is seeing for annuities, and how MassMutual has sought to meet client investor needs.
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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
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 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.
Wealth Management
SEPTEMBER 24, 2024
Revolut Invest will offer nearly 5,000 assets on debut, including US and European stocks, exchange-traded funds, commodities and bonds, as well as new products such as contracts for difference.
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.
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
Don’t let the uncertainty about future tax policy interfere with taking action to meet your client’s goals.
A Wealth of Common Sense
SEPTEMBER 24, 2024
Today’s Talk Your Book is sponsored by Benefit Street Partners: On today’s show, we spoke with Richard Byrne, President of Benefit Street Partners to discuss private real estate debt investing. On today’s show, we discuss: An update on the commercial real estate crisis Price discovery of office buildings within commercial real estate How interest rates affect private debt deals What separates one asse.
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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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.
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.
Wealth Management
SEPTEMBER 24, 2024
The technology provider serving over 1,000 firms globally also rolled out new dashboards and other product enhancements.
Advisor Perspectives
SEPTEMBER 24, 2024
After more than six months of indicating that it lacked conviction regarding the path of inflation, the Federal Reserve (Fed) seems to have gotten a conviction boost so large that it pushed it to lower the federal funds rate by 50 basis points at the September Federal Open Market Committee (FOMC) meeting.
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
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
There’s still a level of uncertainty lingering in the industry, causing some investors to remain cautious about jumping in too early.
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
The RIA custodian partnered with fixed income tech startup Moment to power the new features.
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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.
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
The deal adds 17 advisors to Kingswood’s RIA, as well as a turnkey asset management platform.
Advisor Perspectives
SEPTEMBER 24, 2024
In today’s fast-paced digital world, where cyber threats are always lurking, safeguarding your personal and professional information is no longer optional – it’s essential. One often-overlooked strategy in the realm of cybersecurity is the simple yet effective practice of using multiple email accounts.
Wealth Management
SEPTEMBER 24, 2024
The advisory firm takes minority stakes in BFG Wealth and Canon Capital Wealth Management.
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!
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
Six of our eight indexes on our world watch list have posted gains through September 20th, 2024. The U.S.'s S&P 500 finished in the top spot with a year-to-date gain of 20.24%. India's BSE SENSEX finished in second with a year-to-date gain of 17.60% while Tokyo's Nikkei 225 finished in third with a year-to-date gain of 12.73%.
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.
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