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.
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.
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Abnormal Returns
SEPTEMBER 30, 2024
Podcasts Michael Kitces talks with Ann Garcia, partner of Independent Progressive Advisors, about planning for mid-work professionals. (kitces.com) Dan Haylett talks with George Kinder author of "The Three Domains of Freedom." (humansvsretirement.com) Bogumil Baranowski talks with Dan Solin, author of "Ask: How to Relate to Anyone." (talkingbillions.co) Private equity Peter Mallouk on the downsides of PE deals.
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: 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
SEPTEMBER 30, 2024
The changing rate environment should create a more attractive exit environment for existing private equity investments, as well as fuel new acquisitions.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
SEPTEMBER 30, 2024
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
XY Planning Network
SEPTEMBER 30, 2024
As a business owner in the financial planning industry, we know you wear many hats to ensure the success of your business and the satisfaction of your clients. One of those hats might be bookkeeping. While taking on this task yourself can be tempting, the consequence of any mistakes could be costly. First, let's address the complexity of bookkeeping.
Wealth Management
SEPTEMBER 30, 2024
The Pacer Metaurus Nasdaq 100 Dividend Multiplier 600 ETF looks to give investors 85% exposure to the tech index, with the remainder used as collateral to buy dividends in the futures market in a bid to eke out six times what the Nasdaq 100 would pay out.
Carson Wealth
SEPTEMBER 30, 2024
The Bull Market Continues Stocks had a rough start to September, but the bull market continued and it is looking like the S&P 500 will be higher this year in the usually weak month of September. (The S&P 500 was up 1.7% on a total return basis as of Friday, September 27, with one trading day left in the month.) Assuming September holds up, stocks would be up eight of the first nine months of the year (with only the usually bullish month of April in the red) and up 10 of 11 months going b
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
SEPTEMBER 30, 2024
The fund, called the SPDR SSGA Apollo IG Public & Private Credit ETF, still needs to win regulatory approval from the SEC.
Random Roger's Retirement Planning
SEPTEMBER 30, 2024
A few days ago I hit the 20 year anniversary of when I first started blogging. I found blogger when I heard about the Mozilla browser, I downloaded it and Blogger was prepopulated in the bookmarks. I wrote a couple of posts that weren't work related, pretty much ran out of things to talk about, so I started writing about markets and investing. That original blog was called Random Roger's Big Picture.
Wealth Management
SEPTEMBER 30, 2024
Private bankers and retirement planners will increasingly use AI to invest and even communicate, but the human element will always be crucial.
Advisor Perspectives
SEPTEMBER 30, 2024
The current approach to investment management has no sound basis and doesn’t work. There is a better way.
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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
SEPTEMBER 30, 2024
Watch the wholesalers for early warning signs of the next record keeper to exit the 401(k) business.
Calculated Risk
SEPTEMBER 30, 2024
From Fed Chair Powell: Economic Outlook ( Watch here on YouTube ). Excerpt: Our economy is strong overall and has made significant progress over the past two years toward achieving our dual-mandate goals of maximum employment and stable prices. Labor market conditions are solid, having cooled from their previously overheated state. Inflation has eased, and my Federal Open Market Committee colleagues and I have greater confidence that it is on a sustainable path to 2 percent.
Wealth Management
SEPTEMBER 30, 2024
Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson's new firm to lead operations and service.
Financial Symmetry
SEPTEMBER 30, 2024
When we see advertisements or receive emails and texts about being able to get “free” money with no strings attached, we typically see it as spam, too good to be true, or a way for our data to be collected. … Continued The post Unclaimed Property: Free Money You Didn’t Even Know About appeared first on Financial Symmetry, Inc.
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
SEPTEMBER 30, 2024
A team of 14 professionals has launched Matauro, which will use Fidelity for custody and Purshe Kaplan Sterling Investments for brokerage business.
Calculated Risk
SEPTEMBER 30, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Moderately Higher to Begin The Week Mortgage rates have generally been moving higher since the Fed cut rates 2 weeks ago. While today's weakness can't be reduced to a single factor, the primary motivation was a speech from Fed Chair Powell in which he reminded the market that the Fed was not in a hurry to cut rates.
Wealth Management
SEPTEMBER 30, 2024
A potential alternative to alternatives for the right investors.
Calculated Risk
SEPTEMBER 30, 2024
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased Slightly in August; Up 3.7% Year-over-year A brief excerpt: Freddie Mac reported that its “National” Home Price Index (FMHPI) increased 0.11% month-over-month on a seasonally adjusted (SA) basis in August. On a year-over-year basis, the National FMHPI was up 3.7% in August, down from up 4.5% YoY in July.
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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
SEPTEMBER 30, 2024
Top performers include state-sponsored offerings from BlackRock Advisors, T. Rowe Price, Hartford Funds and Putnam.
Calculated Risk
SEPTEMBER 30, 2024
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in August and a Look Ahead to September Sales A brief excerpt: After the National Association of Realtors® (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR. This is the final look at local markets in August.
Wealth Management
SEPTEMBER 30, 2024
The commission alleged two advisors defrauded clients by allocating unprofitable trades into their accounts, netting millions in "illicit" profits for themselves.
Norman Marks
SEPTEMBER 30, 2024
This post is (again) going to upset some people. My hope is that even if you disagree with me, it will make you think. Let’s start with a provocative statement: The only risk that matters (much) is one that will have a notable effect on achieving enterprise objectives.
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
SEPTEMBER 30, 2024
CEO Peter Mallouk will keep his majority stake and continue to lead the firm. TPG will join General Atlantic, which made its own minority investment in the firm in 2020.
A Wealth of Common Sense
SEPTEMBER 30, 2024
Today’s Talk Your Book is presented by Fidelity Digital Assets: See here and here for more information on Fidelity’s latest research on digital assets On today’s show, we discuss: The most popular use cases for crypto How stablecoins are being used today Narratives on why ETH could go up What ETH is being used for How advisors are utilizing digital assets What’s behind decreasing volatility in c.
Wealth Management
SEPTEMBER 30, 2024
Listen as Peter Nolan, Head of Sales at Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans
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