Abnormal Returns
AUGUST 25, 2024
Top clicks this week 15 sure-fire ways to lose money in the markets. (awealthofcommonsense.com) Successful investors have a long time horizon. (awealthofcommonsense.com) Stop paying attention to stuff that doesn't matter. (behaviouralinvestment.com) What do you get when you buy a share of Berkshire Hathaway ($BRK.B)? (sherwood.news) It's not your imagination, market moves are getting faster.
Nerd's Eye View
AUGUST 28, 2024
Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans. Which wasn't necessarily a big issue back when most clients hired advisors after they had already retired and were able to roll over their employer plans into an IRA managed by the advisor; but as advisors have increasingly taken on working-age clients (and t
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The Big Picture
AUGUST 28, 2024
Why Fees Really Matter with Eric Balchunas , Bloomberg Intelligence (Nov 8, 2023) Fees matter more than you think. Over the long term, the difference between a few basis points can turn into real, big money. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins us to discuss how fees can significantly impact your portfolio. ~~~ About this week’s guest: Eric Balchunas is been an ETF Analyst for Bloomberg Intelligence.
A Wealth of Common Sense
AUGUST 27, 2024
The firehose of information we’re afforded these days is a double-edged sword. There is an abundance of news, analysis, charts and opinions but it can all be overwhelming if you don’t have an effective filter in place. When it comes to finance I have some filters to help understand which types of sources and people to safely ignore. These are the types of financial voices and data I immediately ignore: Pricing.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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
AUGUST 28, 2024
Podcasts Peter Lazaroff on why you don't have to pick stocks to be successful. (peterlazaroff.com) Barry Ritholtz talks with Prof. Aswath Damodaran about the lifecycle of companies. (ritholtz.com) Khe Hy talks with Rachel Feintzeig about the ins and outs of taking a sabbatical. (youtube.com) Retirement How to plan for retirement. (humbledollar.com) The case against downsizing in retirement.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
AUGUST 30, 2024
Advisors need to be diligent when it comes to their third-party technology and terms of service.
A Wealth of Common Sense
AUGUST 25, 2024
Household net worth is at all-time highs. Housing prices are at all-time highs. The stock market is near all-time highs. But not everyone is feeling great about their finances. Here’s a look at average retirement balances by age along with the share of each cohort who feels like they’re on the right track for retirement: The good news is confidence tends to increase as you age.
Abnormal Returns
AUGUST 24, 2024
EVs People overestimate how much they drive: a week with a Kia EV9. (wsj.com) Can solar energy be used to power an EV? (goodgoodgood.co) EV adoption by state. (visualcapitalist.com) Energy Natural gas is plentiful. (wsj.com) Everything that is holding back nuclear power in the U.S. (freethink.com) How the growth in renewables in California is playing out.
Nerd's Eye View
AUGUST 30, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust services.
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.
Wealth Management
AUGUST 28, 2024
After more than 20 years in the wealthtech business, Orion's president of advisor technology says he's taking a break from the industry. He’ll stay on as an advisor to Orion’s CEO for the rest of this year.
A Wealth of Common Sense
AUGUST 30, 2024
Finance definitions are tough to pin down because money is often in the eye of the beholder. The goalposts are always moving as you age and mature, and tastes change. Your perception of wealth can be impacted by: How you were raised. The wealth and material possessions of your peers. Your lifestyle. Your contentment with what you have. How your circumstances change over time.
Abnormal Returns
AUGUST 26, 2024
Strategy Why pessimism sells on Wall Street. (optimisticallie.com) You can't just lock in money market rates. (obliviousinvestor.com) Finance Building a better global market index. (ft.com) The big index fund managers have a problem on their hands. (humbledollar.com) Ukraine How Ukraine successfully invaded Kursk. (ig.ft.com) How Ukraine defeated Russia in the Black Sea.
Nerd's Eye View
AUGUST 26, 2024
For most of its history, the financial advice industry has been very slow to change. Over the last 50 years, even the most substantial changes to occur – such as the movement away from commissions and towards fee-based compensation, and the shift from an investment-centric approach to more holistic financial planning – have taken place over decades and, in many cases, are still ongoing.
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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
AUGUST 30, 2024
After a sluggish first six months of 2023, publicly-traded REIT total returns are up more than 10% in the third quarter and by double-digits year-to-date.
A Wealth of Common Sense
AUGUST 29, 2024
A reader asks: My asset allocation has been pretty conservative since the market run-up in 2020. My basic thesis is that the market is overvalued, and the only way I can keep myself in equities at all is to have a 60/40 stock/bond allocation. One thing I like about having the 60/40 split is that it gives me the option of changing to a more aggressive allocation if stock valuations fall.
Abnormal Returns
AUGUST 30, 2024
The biz It's not your imagination. Podcasts are running more ads. (wsj.com) The Kelce brothers just signed a big deal for their podcast with Amazon's ($AMZN) Wondery. (variety.com) How Apple ($AAPL) has fumbled its lead in podcasting. (spyglass.org) Economy Cameron Passmore and Benjamin Felix talk with Kyla Scanlon, author of "In This Economy?: How Money & Markets Really Work.
Nerd's Eye View
AUGUST 27, 2024
Welcome everyone! Welcome to the 400th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mark Tibergien. Mark is the former CEO of Pershing Advisor Solutions, a former Principal with Moss Adams Consulting, and is a longtime practice management consultant and thought leader in the financial advisory industry. What's unique about Mark, though, is how, over the course of a 50-year career in financial services, he has seen firsthand the evolution of the financial advi
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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.
Wealth Management
AUGUST 30, 2024
Advisory firms grew 5.7% last year, according to a new study by The Ensemble Practice. It’s a wakeup call for firms to make marketing a vital function.
A Wealth of Common Sense
AUGUST 28, 2024
Today’s Animal Spirits is brought to you by YCharts: See here for 20% off your initial YCharts professional subscription On today’s show, we discuss: Federal Reserve Jackson Hole meeting Nvidia Is Up 2,000% Since 2019. These WSJ Readers Invested Early. Nvidia Rally Mints Millionaires Too Busy to Bask in New Wealth Crypto Bros Aren’t Flipping Watches.
Abnormal Returns
AUGUST 27, 2024
Quant stuff Just how much financial analysis can AI already do? (sparklinecapital.com) A look at three different backtesting methodologies. (papers.ssrn.com) Index funds On the performance of stocks kicked out of major indices. (researchaffiliates.com) Why do index funds change benchmarks? (morningstar.com) Private equity A look at the dispersion in private fund returns.
Advisor Perspectives
AUGUST 26, 2024
As tough as financial advisors claim to be, we still get nervous about “firing” clients, too. When we say “graduate,” that is our delicate way of handling an uncomfortable situation. It’s a cheap, but effective way to massage the misgivings that we have about terminating client relationships.
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
AUGUST 27, 2024
Once the deal closes later this year, the combined RIA will have $32 billion in assets under management.
Alpha Architect
AUGUST 26, 2024
An AI analyst trained to digest corporate disclosures, industry trends, and macroeconomic indicators surpasses most analysts in stock return predictions. AI wins when information is transparent but voluminous. Humans provide significant incremental value in “Man + Machine,” which also substantially reduces extreme errors. From Man vs. Machine to Man + Machine: The Art and AI of Stock Analyses was originally published at Alpha Architect.
Abnormal Returns
AUGUST 25, 2024
Strategy Another star manager, another disaster for investors. (awealthofcommonsense.com) Just because something is an index fund doesn't mean its a good investment. (wsj.com) Most market arguments are because of differing time frames. (tker.co) Why you likely don't need to focus on dividend paying stocks. (humbledollar.com) Companies Complexity is killing Starbucks ($SBUX).
Advisor Perspectives
AUGUST 27, 2024
Gas prices fell to their lowest level in 6 months this past week. As of August 26th, the price of regular and premium gas decreased 7 cents and 5 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $77.42, up 5.1% from last week.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Wealth Management
AUGUST 30, 2024
According to the settlement letter, the brokerage regulator argued Raymond James didn’t properly check that personnel were filling out forms to ensure that written customer complaints were submitted to FINRA quarterly.
A Wealth of Common Sense
AUGUST 24, 2024
On today’s show, we are joined by Michael Sidgmore, Partner and Co-Founder of Broadhaven Ventures to discuss all things Alternatives.
Abnormal Returns
AUGUST 28, 2024
Markets The Fed's balance sheet continues to shrink. (sherwood.news) Money is flowing into the iShares 20+ Year Treasury Bond ETF ($TLT). (ft.com) The rise of Nvidia ($NVDA) is simply unprecedented. (sherwood.news) Companies Is any media companies actually investable? (hollywoodreporter.com) Will Japanese customers abide a takeover of 7-Eleven? (washingtonpost.com) Lego is still crushing it.
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