Abnormal Returns
DECEMBER 20, 2023
Podcasts Barry Ritholtz talks with Dave Nadig about the differences between mutual funds and ETFs. (ritholtz.com) Preet Bharara talks with Morgan Housel author of "Same as Ever: A Guide to What Never Changes." (cafe.com) Jim Dahle talks charitable giving with Adam Nash, CEO and co-founder of Daffy. (whitecoatinvestor.com) Khe Hy talks with Joe Hudson about why we worry about money.
Nerd's Eye View
DECEMBER 20, 2023
After a financial advisor and their client have agreed on a financial plan, there are usually a lot of good feelings going around. The causes of the client's worries have been identified, there's agreement on the steps that will get the client to where they want to be, and all that's left is to take action to implement the plan. But while it seems like the momentum of the earlier steps of the planning process should carry through into the implementation stage, all too often, the opposite occurs:
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Abnormal Returns
DECEMBER 20, 2023
Markets Six charts that defined markets in 2023. (axios.com) The Nasdaq 100 is just different. (awealthofcommonsense.com) FTX bankruptcy claims are changing hands around 70 cents on the dollar. (nytimes.com) Companies At what price would Berkshire Hathaway ($BRK.A) buy back shares? (newsletter.rationalwalk.com) Product-wise, 2024 will be a bigger year for Apple ($AAPL) than 2023.
Calculated Risk
DECEMBER 20, 2023
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Increased to 3.82 million SAAR in November Excerpt: Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2022 and 2023. Sales declined 7.3% year-over-year compared to November 2022. This was the twenty-seventh consecutive month with sales down year-over-year.
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.
Wealth Management
DECEMBER 20, 2023
Eddy Blizzard, a former advisor with Suntrust and M&T Securities, pleaded guilty to stealing more than $1 million from an elderly client.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
DECEMBER 20, 2023
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
A Wealth of Common Sense
DECEMBER 20, 2023
Today’s Animal Spirits is brought to you by AllianceBernstein and The College for Financial Planning: See here for more information on the AllianceBernstein Conservative Buffer ETF See here to learn more about the Accredited Behavioral Financial Professional designation and here for a Master in Personal Financial Planning On today’s show, we discuss: This season’s hottest pricing trend: Falling prices.
Wealth Management
DECEMBER 20, 2023
The global provider of investment research and indices will use Fabric to further delivery of its tools through advisors.
MainStreet Financial Planning
DECEMBER 20, 2023
Review these 3 Financial Tips before December 31 st The end of the year is a time when many of us reevaluate our life, habits, and goals and do a “reset” for the new year. One area that often gets overlooked in the midst of planning is reviewing your financial habits and goals, so I’ve put together a short list of 3 areas to review before January. Review your budget – Are there any new expenses that you need to add or anything that can be taken out such as any unused subscriptions?
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
DECEMBER 20, 2023
Harnessing their enthusiasm, authenticity and trustworthiness can significantly boost your firm's visibility and credibility.
Discipline Funds
DECEMBER 20, 2023
Financial discipline is largely about organization and that begins with a proper set of goals to achieve over time. The end of the year is an ideal time to start planning for the year ahead and make sure you’re on target to achieve those goals. Asset and Liability Matching. Good financial planning is all about asset and liability matching across time.
Wealth Management
DECEMBER 20, 2023
Aon seeks to get into the middle-market segment of insurance brokerage and wealth management business with the acquisition of NFP, Wealthspire's parent company.
Advisor Perspectives
DECEMBER 20, 2023
The “addiction to prediction” can have detrimental effects, as it shifts focus from the financial health of companies to baseless forecasting, often leaving investors vulnerable to market volatilities.
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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
DECEMBER 20, 2023
When it comes to divorce, a will or trust often is not the last word on estate distribution.
Calculated Risk
DECEMBER 20, 2023
At the end of each year, I post Ten Economic Questions for the following year (2023). I followed up with a brief post on each question. Here is review (we don't have all data yet, but enough). I've linked to my posts from the beginning of the year, with a brief excerpt and a few comments. I don't have a crystal ball , but I think it helps to outline what I think will happen - and understand - and change my mind, when the outlook is wrong.
Random Roger's Retirement Planning
DECEMBER 20, 2023
Yet another piece from Yahoo Finance about the jackpot that Gen-X is in when it comes to being able to retire. Some points in the article to address as well as some group think from the comments (always read the comments). The article started with a rehash of the latest numbers we mentioned the other day that Gen-X on aggregate expects to be $439,000 short of what they think they need, $661,000 versus $1.1 million.
Calculated Risk
DECEMBER 20, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 218 thousand, up from 202 thousand last week. • At 8:30 AM, Gross Domestic Product, 3rd quarter 2023 (Third estimate). The consensus is for real GDP at 5.2% annualized, unchanged from the second estimate of 5.2%. • At 8:30 AM, the Philly Fed manufacturing survey for December.
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
Meb Faber Research
DECEMBER 20, 2023
Episode #513: J.P. Morgan’s Gabriela Santos Likes International Stocks for 2024 Guest: Gabriela Santos is the Chief Market Strategist for the Americas on the Global Market Insights Strategy Team at J.P. Morgan Asset Management. Gabriela’s research focuses on emerging markets, especially China. She is responsible for the development of the Guide to the Markets, Guide […] The post Episode #513: J.P.
Calculated Risk
DECEMBER 20, 2023
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 1.5 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending December 15, 2023. The Market Composite Index, a measure of mortgage loan application volume, decreased 1.5 percent on a seasonally adjusted basis from one week earlier.
Trade Brains
DECEMBER 20, 2023
Top REIT Stocks in India : Real Estate Investment Trust or REIT is an investment trust that owns, operates, and finances real estate with the main aim of generating income. REITs manage a portfolio of real estate assets that are high value and generate steep rent and leases. REITs generally look for small as well as large investors who want to park their money in real estate without having to buy or manage the property themselves.
Calculated Risk
DECEMBER 20, 2023
From the NAR: Existing-Home Sales Expanded 0.8% in November, Ending Five-Month Slide Existing-home sales grew in November, breaking a streak of five consecutive monthly declines, according to the National Association of REALTORS®. Among the four major U.S. regions, sales climbed in the Midwest and South but receded in the Northeast and West. All four regions experienced year-over-year sales decreases.
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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.
Advisor Perspectives
DECEMBER 20, 2023
The conflicts of interest facing independent advisors are far fewer, less complex, more transparent and better understood by retirement investors. This is what opponents of the DOL rule won’t acknowledge.
Fortune Financial
DECEMBER 20, 2023
From 1998 through 2022, revenues for the domestic pest control industry have grown at around 6%, a rate roughly 50% higher than nominal GDP over the same period: What’s more, the industry has proven resilient, showing year-over-year growth despite such economic headwinds as the 2007-2009 global financial crisis, the COVID19 pandemic, and so on: In the episode of The Preferred Shares Podcast, we discuss the birth and evolution of the modern pest control industry as experienced by Orkin, t
Advisor Perspectives
DECEMBER 20, 2023
This year’s run-up in technology stocks, and particularly chipmakers, has left many with price tags so lofty it may seem like now is the time for firms to split their shares.
Integrity Financial Planning
DECEMBER 20, 2023
As we navigate the gift-giving seas in the hunt for the perfect present, it’s often the unusual and unique gifts that leave the most lasting impressions. From practical to pleasurable, here are five unique gift ideas that are sure to delight and surprise. First on our list is a 9-in-1 multitool pen. This gadget is not your ordinary pen; it combines practicality with a touch of James Bond-esque sophistication. [1] Usually housing a pen, stylus, ruler, bottle opener, screwdriver, level, and
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!
Advisor Perspectives
DECEMBER 20, 2023
As 2023 draws to a close, what will 2024 have in store for investors? It appears this Fed rate hike cycle is over and now we pivot to potential rate cuts. But not until inflation has sufficiently cooled. As we've seen before, a lot can happen in the meantime. Our 2024 Economic & Market Outlook covers: Is the recession of 2023 coming in 2024?
NAIFA Advisor Today
DECEMBER 20, 2023
John D. Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives. As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management.
Advisor Perspectives
DECEMBER 20, 2023
The cornerstone of diversification is the allocation of investments to counterbalance losses and dampen volatility. But what happens when traditional assets, like stocks and bonds, move in lockstep as they are now?
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