The Big Picture
JUNE 6, 2024
I spend a lot of time debunking investment-related b t. Given the general innumeracy of the public, it’s easy for a dishonest publisher of economic data to create narratives that are not only false and misleading but effective at confusing the public. Typically, it takes years before sufficient data amasses to prove how wrong these people were.
Abnormal Returns
JUNE 6, 2024
Books Jack Raines talks with Kyla Scanlon about her new book "In This Economy?: How Money & Markets Really Work." (sherwood.news) An excerpt from "Triumph of the Yuppies: America, the Eighties, and the Creation of an Unequal Nation" by Tom McGrath. (politico.com) An excerpt from "In the Shadows: True Stories of High-Stakes Negotiations to Free Americans Captured Abroad" by Mickey Bergman.
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A Wealth of Common Sense
JUNE 6, 2024
We also discussed questions about our personal investment decisions, switching your portfolio from individual stocks to index funds, the potential impact of artificial general intelligence and investment advice for a college senior. Further Reading: If You’re Still Worried You Aren’t Wealthy 1That CFA designation still comes in handy from time to time. 2Assuming you put some thought into that allocation and i.
Abnormal Returns
JUNE 6, 2024
Markets When does 'talking your book' tip over into market manipulation? (wsj.com) Why you shouldn't be worried about index funds just yet. (thefinancialbodyguard.com) Crypto Robinhood ($HOOD) is buying BitStamp. (theblock.co) Franklin Templeton ($BEN) is exploring funds with altcoins. (coindesk.com) Former FTX customers just got a big break. (sherwood.news) Alternatives There are very good reasons why hedge fund managers are not publicly traded.
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.
Wealth Management
JUNE 6, 2024
Create a brand focused on you by being relatable and authentic helps gain clients.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JUNE 6, 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
NAIFA Advisor Today
JUNE 6, 2024
Message From the CEO Graduates of NAIFA’s Leadership in Life Institute have a deep appreciation for The 7 Habits of Highly Effective People by renowned leadership authority Stephen Covey. They may be familiar with Covey’s quote, “If there’s one thing that’s certain in business, it’s uncertainty.” The same principle applies to life. Transitions often amplify uncertainty, and among the most uncertain times for many is the transition into retirement.
Wealth Management
JUNE 6, 2024
The SEC and FINRA are being transparent about their increased regulatory activity around off-channel communications and the marketing rule.
Random Roger's Retirement Planning
JUNE 6, 2024
Several quick hits today. GraniteShares has filed for a suite of what it will call YieldBoost ETFs that will sell put options on levered index and single stock ETFs ranging from 1.5x-3x levered funds. Like a lot of the "derivative income funds," the yields will be sky high. The market won't go against the strategy too often but occasionally, when there are large declines, the risk to these getting torched would be enormous.
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
JUNE 6, 2024
Fintello's Deepak Patel discusses advisor concerns about how to use social media and dealing with compliance.
Calculated Risk
JUNE 6, 2024
The DOL reported : In the week ending June 1, the advance figure for seasonally adjusted initial claims was 229,000 , an increase of 8,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 219,000 to 221,000. The 4-week moving average was 222,250, a decrease of 750 from the previous week's revised average.
Wealth Management
JUNE 6, 2024
Mindy and Louis Diamond share the warning signs all advisors should pay attention to and proactive steps an advisor can take to protect themselves.
Calculated Risk
JUNE 6, 2024
The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $74.6 billion in April , up $6.0 billion from $68.6 billion in March, revised. April exports were $263.7 billion, $2.1 billion more than March exports. April imports were $338.2 billion, $8.0 billion more than March imports. emphasis added Click on graph for larger image.
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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
JUNE 6, 2024
REITs posted total returns north of 5% for the month, although they remain in negative territory year-to-date.
Calculated Risk
JUNE 6, 2024
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in May A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to May 2019 for each local market (some 2019 data is not available). This is the first look at several early reporting local markets in May. I’m tracking over 40 local housing markets in the US.
Wealth Management
JUNE 6, 2024
Portfolio managers have poured money into the active sector for 50 consecutive months after a $22 billion allocation in May, data compiled by Bloomberg Intelligence show.
Calculated Risk
JUNE 6, 2024
On Friday at 8:30 AM ET, the BLS will release the employment report for May. The consensus is for 180,000 jobs added, and for the unemployment rate to be unchanged at 3.9%. There were 175,000 jobs added in April, and the unemployment rate was at 3.9%. From Goldman Sachs economist Spencer Hill We estimate nonfarm payrolls rose by 160k in May , somewhat below consensus.
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
JUNE 6, 2024
The pace of buyouts is slowing and some private credit funds are struggling to return cash to their investors.
Advisor Perspectives
JUNE 6, 2024
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the May 2024 close.
Wealth Management
JUNE 6, 2024
Scott Baker replaces George Karris, who has opted to retire, and will be responsible for creating growth opportunities for Cetera.
Trade Brains
JUNE 6, 2024
Amara Raja Energy & Mobility: Imagine a world without the constant hum of electricity. Cars sit silent, factories grind to a halt, and even a simple phone call becomes impossible. This power outage might seem like a nightmare, but it highlights the crucial role of energy storage in our daily lives. Here comes Amara Raja Energy and Mobility Ltd which stands tall as a leading player in this vital space.
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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.
Wealth Management
JUNE 6, 2024
In spite of the Court of Appeals striking down SEC’s Private Fund Adviser Rules, advisors might be compelled to offer clients greater transparency
Advisor Perspectives
JUNE 6, 2024
The U.S. international trade in goods and services is published monthly by the Bureau of Economic Analysis with data going back to 1992 and details U.S. exports and imports of goods and services. In April, the trade deficit widened to an 18-month high by expanding 8.7% to $74.56B. The latest reading was better than the forecast of $76.20B.
Wealth Management
JUNE 6, 2024
PhilanthPro's Nicholas Palahnuk details the importance of philanthropy for clients and building connections with the next generation.
Advisor Perspectives
JUNE 6, 2024
In the week ending June 1st, initial jobless claims were at a seasonally adjusted level of 229,000, an increase of 8,000 from the previous week's figure. The latest reading is higher than the forecast of 220,000 jobless claims.
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!
Wealth Management
JUNE 6, 2024
Are you customizing your client portfolios enough? The PSN Mid-Year Outlook outlines substantial reasons SMAs are attracting new investors.
Million Dollar Round Table (MDRT)
JUNE 6, 2024
By Liz DeCarlo, MDRT Content Manager If you’re not offering clients a full suite of service, you’re probably leaving business on the table, said Saad Anthony Baksh, BSc , a 16-year member from Marabella, Trinidad and Tobago, in his 2017 MDRT Annual Meeting presentation. “If you’re an advisor with a smaller territory or operating in a small country, you’re giving away your clients.
Wealth Management
JUNE 6, 2024
Chief Growth Officer Rob Rickey discusses the modifications the $1.1 billion AUM firm has made to serve its clientele.
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