Nerd's Eye View

AUGUST 16, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission (SEC) announced that a total of 26 broker-dealers, investment advisers, and dually-registered firms agreed to pay combined civil penalties of almost $400 million for failing to maintain and preserve required records for "off-channel" communications, signaling the regulator's interest in cracking down on text messages and other communi

Financial Planner 235

Financial Planner Communication Retirement Commission 235

A Wealth of Common Sense

AUGUST 16, 2024

I’m a neat freak, so occasionally, I clean out my office and re-organize. While doing so earlier this week I came across an old Life magazine a reader sent me a number of years ago. It’s from June 1962 and the stock market was the cover story: The pictures are fantastic. So was the lede of the story: The signs, like rumblings of an Alpine ice pack at the time of thaw, had been heard.

Numbers 124

Numbers Marketing Marketing 124

Discipline Funds

AUGUST 16, 2024

Here are three things I think I am thinking about this weekend: 1) Three Terrible Ideas That Won’t Die. The Great Financial Crisis was wonderful because it got people interested in economics. And it was terrible in that it convinced a lot of people that mainstream economics was wrong about almost everything. This led to a revival in some heterodox ideas that the mainstream had long thrown in the dustbin.

Asset Allocation 119

Asset Allocation Financial Planning Assets Retirement 119

Alpha Architect

AUGUST 16, 2024

To determine the impact of sustainable investment strategies on equity returns, Romulo Alves, Philipp Krueger, and Mathijs van Dijk analyzed the relationship between ESG ratings and global stock returns. They found very little evidence that ESG ratings were related to global stock returns over the two-decade period. The Effect of ESG Strategies on Global Equity Returns was originally published at Alpha Architect.

Investing 113

Investing Investments 113

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.

Accounting

Wealth Management

AUGUST 16, 2024

Neil Gilfedder, the firm’s CIO, talks about how the RIA has incorporated its co-founder’s risk-adjusted investment analysis and how it stays transparent with clients.

Engineering 116

Engineering Assets Clients Investing 116

Wealth Management

AUGUST 16, 2024

There have been six deals at $100 million or above this year through the end of July, just three shy of a record set in 2021.

Sales 111

Sales 111

Truemind Capital

AUGUST 16, 2024

Freedom. This one word I believe is the ultimate objective of all human endeavors. Freedom not only from an oppressive regime but also from everything that restricts us from expressing our true selves. Physical freedom – Our ability to move from one location to another. This needs not just the absence of external boundaries but good health that allows us to travel comfortably.

Medical 64

Medical Investing Investments Management 64

Wealth Management

AUGUST 16, 2024

Art sales have slowed, leading wealthy clients to look for ways to unlock liquidity while keeping their collections.

Sales 114

Sales Clients 114

Advisor Perspectives

AUGUST 16, 2024

In the latest report by the Census Bureau, building permits fell to a seasonally adjusted annual rate of 1.396 million in July, the lowest level since June 2020. The latest data was below the forecasted rate of 1.430 million. This marks a 4.0% decrease from June and a 7.0% decline compared to one year ago.

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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.

Accounting

Wealth Management

AUGUST 16, 2024

The new NewEdge Wealth offices will be based in Boca Raton/Delray Beach, Fla., and Allentown, Penn.

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Advisor Perspectives

AUGUST 16, 2024

When US Federal Reserve Chair Jerome Powell speaks at next week’s annual economic conference in Jackson Hole, Wyoming, people will be listening intently for any hint about what the central bank will do with interest rates at its September policy making meeting.

Banking 59

Banking Economics 59

Wealth Management

AUGUST 16, 2024

Some athletes might see a tax bill for their Olympics triumphs.

Taxes 124

Taxes 124

Calculated Risk

AUGUST 16, 2024

From BofA: We initiated our 3Q US GDP tracker with the July retail sales print. The 3Q GDP tracking estimate went up from our official forecast of 2.5% q/q saar to 2.6% q/q saar. [August 16th update] emphasis added From Goldman: We left our Q3 GDP tracking estimate unchanged at +2.4% (quarter-over-quarter annualized) and our Q3 domestic final sales forecast stands at +2.0%.

Retail 57

Retail Sales 57

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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.

Accounting

Wealth Management

AUGUST 16, 2024

While the slide that started last month was sharp and swift, driven by. narrow number of stocks.

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Numbers 97

Calculated Risk

AUGUST 16, 2024

Today, in the Calculated Risk Real Estate Newsletter: Housing Starts: Single Family Down Year-15% over-year in July; Multi-Family Down 18% YoY A brief excerpt: Total housing starts in July were below expectations and starts in May and June were revised down. A very weak report. The third graph shows the month-to-month comparison for total starts between 2023 (blue) and 2024 (red).

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Advisor Perspectives

AUGUST 16, 2024

It’s a good time to check on consumer health.

Investing 98

Investing Investments 98

Cordant Wealth Partners

AUGUST 16, 2024

During layoffs, Intel offers severance packages or voluntary separation packages (VSP) when cost reductions are a priority. Most recently, Intel announced layoffs impacting 15% of the workforce with a plan to cut $10 billion in total costs. If you’ve been offered a severance, layoff, or voluntary separation package at Intel, this guide will cover: The key components of the package The 4 steps you should take How to optimize the timing (if possible) Intel Severance Package (Enhanced Retirement an

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Planning Retirement Taxes Accounting 52

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

Numbers

Fortune Financial

AUGUST 16, 2024

Welcome to Episode 11 of the Preferred Shares Podcast. In this episode—the second part in our series on the beneficiaries of the spending on the interstate highway system of the United States —Preferred Shares explores the aggregates industry. In particular, we go over the early history of Birmingham Slag, the family-owned business that evolved into Vulcan Materials Company (VMC).

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Financial Advisor 52

Random Roger's Retirement Planning

AUGUST 16, 2024

It looks like the ReturnStacked crew is spooling up a fund that will lever up to have equity and merger arbitrage exposure. They wrote an extensive paper about merger arbitrage and toward the end was a section called Potential Applications to Return Stacking. They've done this sort of thing in the process for bringing managed futures and carry funds to the market.

Marketing 52

Marketing Marketing Accounting Retail 52

Advisor Perspectives

AUGUST 16, 2024

The S&P 500 experienced its best week since November 2023, finishing up 3.9% from last Friday. The index is currently 1.99% off its record high from July 16th, 2024 and is now up 17.11% year to date.

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NAIFA Advisor Today

AUGUST 16, 2024

Most Americans are unaware of the complexities surrounding Social Security. With over 2,700 rules, it's no wonder many feel lost about where to seek help and how to make informed decisions. Shockingly, 96% of those currently collecting Social Security missed out on maximizing their benefits, leading to large losses per household. The stakes are high, and with Social Security, you only have one chance to get it right – forever.

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Clients 52

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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.

Planning

Validea

AUGUST 16, 2024

Today, Wall Street analysts upgraded Cisco Systems and Nike, reflecting positive shifts in their financial outlooks. Cisco received upgrades from both HSBC and New Street Research. HSBC upgraded Cisco from “Hold” to “Buy” and raised its price target from $46 to $58, citing expectations of a compound annual growth rate of 11.6% for non-GAAP EPS over the next few years.

Sales 52

Sales Assets Numbers Marketing 52

Advisor Perspectives

AUGUST 16, 2024

In the latest report by the Census Bureau, housing starts decreased to a seasonally adjusted annual rate of 1.238 million in July, the lowest level since May 2020. The latest data fell short of the forecasted rate of 1.340 million. This marks a 6.8% decrease from June and a 16.0% decline compared to one year ago.

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Validea

AUGUST 16, 2024

Validea’s Peter Lynch investment strategy is based on the investing principles of Peter Lynch, who managed the Fidelity Magellan Fund with great success. The strategy emphasizes a few key criteria to identify potential investment opportunities, particularly focusing on growth-at-a-reasonable-price (GARP) principles. Here’s a summary of the criteria: Price-to-Earnings Growth (PEG) Ratio : This is the cornerstone of the Lynch strategy.

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Management Portfolio Investing Investments 52

Advisor Perspectives

AUGUST 16, 2024

Consumer sentiment was essentially unchanged for a fourth straight month according to the preliminary August report for the Michigan Consumer Sentiment Index. The index rose 1.4 points (2.1%) from July's final reading to 66.4. The latest reading was above the forecast of 66.7.

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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!

Management

Tobias Financial

AUGUST 16, 2024

Earlier this month, the stock market took a dramatic plunge, causing investors worldwide to reconsider their strategies. The Dow Jones Industrial Average fell nearly 1,000 points as a global market sell-off spread across Asia and Europe. Amidst growing fears of a recession and concerns about the Federal Reserve’s interest rate policies, many investors have been left wondering how to navigate these uncertain times.

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Marketing Marketing CFP Taxes 52

Advisor Perspectives

AUGUST 16, 2024

If rising layoffs and weakening consumption are going to snowball into a US recession at some point, my interpretation is that the mass of macroeconomic ice crystals is still only about the size of a marble.

Economy 52

Economy 52

Carson Wealth

AUGUST 16, 2024

Do you have questions about Social Security? We have answers! Our How to Effectively Manage Your Social Security Retirement Benefits webinar, featuring Carson Group’s Sr. Wealth Planner Tom Fridrich and Wealth Planner Jake Anderson, is now available on-demand. The post How To Effectively Manage Your Social Security Retirement Benefits appeared first on Carson Wealth.

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Retirement Management 40