Ben Lebowitz’s Post

It’s always been a little bit inconvenient over the years to have the two day settlement time when selling equities. It was frustrating at times when we would sell an equity on Thursday and our clients would not have good funds until after the weekend on Monday. It wasn’t until that time that we could send them a check. The head of the SEC, Gary Gensler, who has been a tough regulator will make it possible that when an equity is sold one day the cash will be available the next day. Don’t call your broker tomorrow and sell and expect funds the next day though as this will not be available until after Memorial Day weekend. I do remember when I first got into the industry 40 years ago, there was a five day settlement period. Progress and technology have definitely helped the consumer with this situation. #sellingequities #useconomy #economy #investing #investments #sellingtimes #technology #technologyadvancements #stock #stockmarket

It’s always been a little bit inconvenient over the years to have the two day settlement time when selling equities. It was frustrating at times when we would sell an equity on Thursday and our clients would not have good funds until after the weekend on Monday. It wasn’t until that time that we could send them a check. The head of the SEC, Gary Gensler, who has been a tough regulator will make it possible that when an equity is sold one day the cash will be available the next day. Don’t call your broker tomorrow and sell and expect funds the next day though as this will not be available until after Memorial Day weekend. I do remember when I first got into the industry 40 years ago, there was a five day settlement period. Progress and technology have definitely helped the consumer with this situation. #sellingequities #useconomy #economy #investing #investments #sellingtimes #technology #technologyadvancements #stock #stockmarket

In this week's release of Asset-Backed Alert, Green Street reported, "with issuance of new U.S. #asset-backed securities ebbing for the first time this year, #investors are turning to the secondary market to put their remaining dry powder to work, driving #bondprices higher." Stay up-to-date on what's happening in the #commercialproperty space with this first-hand information, securing the competitive advantage you need to detect opportunities. Read this complementary article: https://lnkd.in/gKqsy2Hj

At MAI, we define #alternativeinvestments as anything that falls outside of traditional equities and fixed income. And although alternative investments aren’t suitable for everyone, our team has the depth and experience to manage the complexities of private markets investing and educate qualified clients about the varying risks. Learn more here: https://lnkd.in/eRnez3ne  Investing in securities involves risk of loss which investors should be prepared to bear. 

As the market anticipates a shift in interest rates, the path forward for fixed income investors is full of potential and key questions. EdgarAgents will be joining experts and peers at the upcoming Bloomberg event on October 23rd to discuss how these changes could reshape portfolios, growth strategies, and the role of ETFs. This gathering offers a chance to connect with professionals across the industry, share knowledge, and explore the future of fixed income together. Bloomberg | Wednesday, October 23, 2024 @ 1:30pm Antoinette Behan Richard Wuchte #FileWithConfidence #MutualFunds #InvestmentManagement #AssetManagement #SEC #FinancialServices #ETFs #Compliance

BlackRock's latest market commentary provides deep insights into the multi-faceted growth drivers driving the rise of private debt as an asset class. Authored by Amanda Lynam, CPA, and Dominique Bly, the piece discusses how diversification, structural shifts in public markets, and the decline in traditional bank lending have allowed private debt to grow to $1.7 trillion globally. Notably, BlackRock forecasts continued momentum, with AUM expected to reach $3.5 trillion by 2028. #PrivateDebt #PrivateCredit

In the current market, investors are increasingly considering their options in relation to the stressed and distressed credits in their portfolios. This piece outlines some of the key considerations for creditors considering a share pledge enforcement. https://ow.ly/a2qb50RiJzm

Should you turn your equity allocation/risk into a bond-like return stream with covered calls? Covered calls are likely the most popular option strategy in wealth. We absolutely understand why. It feels like a low-risk strategy It smells like “income” It is pitched as risk reducing There are some truths to these statements, but we have two major disagreements. Read more in our Q2 client note: https://lnkd.in/ghEnXC9V

It continues to be a challenging environment for a lot of fixed income markets, especially higher quality markets. With yields still elevated relative to history, we think preferred securities are an attractive option for income-oriented investors. https://hubs.la/Q02x7JDd0 #WeeklyMarketCommentary #NorthPointWealthManagement

The rise of laddered protection strategies in the US market highlights the popularity of Structured Outcome ETFs, particularly those offering 100% downside protection. This approach enables investors to mitigate risks while achieving growth across different outcome periods, offering continuous protection and daily liquidity. Demand from financial advisors and institutional clients underscores its significance in portfolio management.</div><div class="read-more"><a href="" class="more-link">Continue reading</a>https://lnkd.in/g8i3Q_q2