Abnormal Returns
SEPTEMBER 29, 2024
Also on the site The investment world was a different place when Josh Brown started writing. In "You Weren't Supposed to See That" he takes a look back. (abnormalreturns.com) Top clicks this week On the strange math of stock returns. (fortunesandfrictions.com) Investors have won the war on fees. Then there's risk. (wealthmanagement.com) Supplementing with magnesium?
Nerd's Eye View
OCTOBER 2, 2024
Given the frequent news headlines on the (un)sustainability of the Social Security system, many working-age financial advisory clients might harbor doubts about receiving their full estimated Social Security benefits (and many current Social Security recipients might be concerned that they will not continue to receive their full benefits throughout the remainder of their lives).
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The Big Picture
OCTOBER 2, 2024
 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. But is that also true for start-ups and venture-funded private companies? As it turns out, it depends on where you look… Full transcript below. ~~~ About this week’s guest : Soraya Darabi, partner in the venture firm TMV.
Calculated Risk
SEPTEMBER 30, 2024
Altos reports that active single-family inventory was up 0.8% week-over-week. Inventory is now up 48.0% from the February seasonal bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of September 27th, inventory was at 731 thousand (7-day average), compared to 725 thousand the prior week. This is the highest level of inventory since May 2020.
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.
Abnormal Returns
SEPTEMBER 29, 2024
Markets The U.S. is in the midst of an 'epic bull market.' (awealthofcommonsense.com) Earnings are the most important driver of stock prices. (tker.co) Consumers American consumers have access to a lot of dry powder., i.e. home equity. (carsongroup.com) There is little sign that American consumers are pulling bak. (sherwood.news) Apple Apple ($AAPL) isn't going to invest in OpenAI.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Big Picture
OCTOBER 4, 2024
 This week, we speak with Vincent Aita, Founder and CIO of Cutter Capital Management. Prior to founding Cutter Capital in November 2022, Vincent spent time as a Senior Analyst for Millennium Partners and a Portfolio Manager at Citadel. He also received a Ph.D. in molecular genetics from Columbia University. We discuss the launch of Cutter Capital and how he managed to combine a love for genetics and business into a successful career.
Advisor Perspectives
OCTOBER 1, 2024
Expanding outreach to include a well-orchestrated digital lead generation strategy is the most effective and efficient way to grow a client roster and help new generations navigate the Great Wealth Transfer with optimal financial strategies.
Abnormal Returns
OCTOBER 4, 2024
Listening Why chat podcasts rule the industry. (wired.com) CEOs are increasingly going on (and hosting) podcasts. (ft.com) Would you listen to a AI-generated podcast discussion? (tomtunguz.com) Economy Tyler Cowen talks with Kyla Scanlon author of "In This Economy? How Money & Markets Really Work." (conversationswithtyler.com) Joe Weisenthal and Tracy Alloway talk with Kevin Brady about the coming expiration of the TCJA.
Nerd's Eye View
SEPTEMBER 30, 2024
When it comes to focusing on a niche for financial advisors, business owner clients can be an appealing target as they can have complex financial planning problems ranging from cash flow management to tax planning to acquisition strategies. However, while business owners can be compelling clients, they can also be difficult to find and prospect in the first place.
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.
The Big Picture
OCTOBER 2, 2024
 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) We expect our investments to generate positive financial returns, but can they also have a positive societal effect? Can your capital make an impact? Full transcript below. ~~~ About this week’s guest : Soraya Darabi, partner in the venture firm TMV. She has been an early investor in companies that went public such as FIGS, Casper, and CloudFlare, as well as startups like Gimlett and Lightwell, th
Calculated Risk
OCTOBER 4, 2024
The headline jobs number in the September employment report was well above expectations, and July and August payrolls were revised up by 72,000 combined. The participation rate was unchanged, the employment population ratio increased, and the unemployment rate decreased to 4.1%. Construction employment increased 25 thousand and is now 688 thousand above the pre-pandemic level.
Abnormal Returns
OCTOBER 3, 2024
Markets Bonds, stocks AND gold are all having a good year. (carsongroup.com) Utilities are crushing it in 2024. (on.spdji.com) Market quilts, including global markets, updated through Q3. (novelinvestor.com) Crypto MicroStrategy ($MSTR) is not the only company that has Bitcoin on the balance sheet. (blockworks.co) The SEC is not done with Ripple. (theverge.com) Finance Election betting is another sign that gambling and trading are becoming indistinguishable.
Nerd's Eye View
OCTOBER 1, 2024
Welcome everyone! Welcome to the 405th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Gaetano Sacco. Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households. What's unique about Gaetano, though, is how after breaking away from an insurance broker-dealer with barely $5M in assets under management, he has been abl
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
Wealth Management
OCTOBER 2, 2024
Grewal’s last day will be Oct. 11. He joined the commission in 2021 and has overseen numerous notable cases, including the first actions related to Regulation Best Interest.
A Wealth of Common Sense
OCTOBER 1, 2024
The pictures and videos from the wake of Hurricane Helene are unfathomable. One emergency respondent said the flooding in parts of North Carolina resembles biblical devastation. I can’t imagine trying to pick up the pieces if your town, home or business was destroyed by the storm. The good news is this country is pretty good about rallying the troops to help in situations like these.
Abnormal Returns
OCTOBER 2, 2024
Markets The U.S. is roughly 50% of global market cap. (apolloacademy.com) Are small cap stocks declining in quality? (advisorperspectives.com) Finding and exploiting an edge costs both time and money. (riskofruinpod.substack.com) Gen Z is getting a jump start on investing compared to prior generations. (downtownjoshbrown.com) Eli Lilly Can Eli Lilly ($LLY) avoid the boom/bust cycle of other pharma companies?
Nerd's Eye View
OCTOBER 3, 2024
"Building in public" is a common piece of advice for tackling new challenges – whether launching content, starting a business, or setting personal or professional goals – as public commitment fosters accountability and motivation, tapping into the human desire to avoid embarrassment. While this approach can be effective, it ultimately poses its own difficulties; for example, when stakes are public, advisors may feel pressured to endlessly perfect their offerings and over-commit their
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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.
Calculated Risk
OCTOBER 4, 2024
From the BLS: Employment Situation Total nonfarm payroll employment increased by 254,000 in September , and the unemployment rate changed little at 4.1 percent, the U.S. Bureau of Labor Statistics reported today. Employment continued to trend up in food services and drinking places, health care, government, social assistance, and construction. The change in total nonfarm payroll employment for July was revised up by 55,000, from +89,000 to +144,000, and the change for August was revised up by 17
A Wealth of Common Sense
OCTOBER 3, 2024
We emptied the inbox this week covering other questions about getting your CFA designation, the types of bonds you should own in retirement, how pensions fit into a retirement plan, how to spend more money, teaching your kids about money, becoming a landlord, using a HELOC as an emergency fund, how analysts rate stocks and adding international exposure to your portfolio.
Abnormal Returns
OCTOBER 2, 2024
Podcasts Jill Schlesinger talks with Bill McBride of Calculated Risk about the state of the housing market. (youtube.com) Barry Ritholtz talks with Jeremy Schwartz about stocks for the long run. (ritholtz.com) Khe Hy talks about the pros and cons of cashing out in a company IPO with Rick Foerster. (youtube.com) Dan Haylett talks about the evolution of the 4% safe withdrawal rate with Bill Bengen.
Alpha Architect
OCTOBER 4, 2024
An index-tracking approach generally lacks flexibility, which detracts from performance, leaving returns on the table. Intelligent design can overcome such issues. For example, an S&P 500 Index could choose to rebalance one month ahead of the scheduled reconstitution, minimizing the impact of reconstitution. Direct index funds are already engaging in such strategies with ETFs.
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
Wealth Management
OCTOBER 2, 2024
Analysts don’t expect Dan Arnold’s termination to disrupt the day-to-day, and they have confidence in interim CEO Rich Steinmeier and the rest of the management team.
Advisor Perspectives
OCTOBER 4, 2024
There is a general belief that there are four big indicators that the NBER Business Cycle Dating Committee weighs heavily in their cycle identification process. This commentary focuses on one of those indicators, nonfarm employment. September saw a 254,000 increase in total nonfarm payrolls and the unemployment fell to 4.1%.
Abnormal Returns
SEPTEMBER 28, 2024
Autos What the NHTSA is doing for pedestrian safety. (fastcompany.com) Hacking a Kia is surprisingly simple. (wired.com) Why thieves are not targeting EVs. (axios.com) Keeping a Tesla ($TSLA) Cybertruck clean isn't easy. (wsj.com) Transport Are blended-wing aircraft the future of travel? (ft.com) What freight moves by rail in the U.S. (visualcapitalist.com) Nuclear A nuclear revival can thank the AI boom.
Calculated Risk
OCTOBER 2, 2024
Today, in the Calculated Risk Real Estate Newsletter: FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores A brief excerpt: Here are some graphs on outstanding mortgages by interest rate, the average mortgage interest rate, borrowers’ credit scores and current loan-to-value (LTV) from the FHFA’s National Mortgage Database through Q2 2024 (just released).
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.
Wealth Management
OCTOBER 1, 2024
Josh Hederick filed his complaint in North Carolina federal court, alleging that Edelman’s litigation record means he can’t trust they’ll work with him on his departure “in good faith.
Advisor Perspectives
OCTOBER 4, 2024
Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.
Abnormal Returns
SEPTEMBER 30, 2024
Markets The China stock market rally is very broad. (sherwood.news) China's stock market is on board with economic stimulus. (axios.com) The China stock market rally has gotten U.S. ETF investor attention. (sherwood.news) Strategy The time to prepare for a bear market is before it is on the horizon. (optimisticallie.com) 42% of the Russell 2000 companies have negative earnings.
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