Nerd's Eye View

JANUARY 25, 2024

Few service industries have as much potential to impact lives as financial advice, and it's that very ability for financial advicers to help their clients achieve positive outcomes that can often compound for decades and beyond that make the profession deeply satisfying for so many. It's no wonder, then, that the profession attracts individuals who are highly service-minded and enjoy helping others.

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Financial Advice Clients Financial Planning Numbers 246

Abnormal Returns

JANUARY 25, 2024

Markets Lithium prices are down some 80% from their peak. (semafor.com) Momentum is the leading equity factor so far in 2024. (capitalspectator.com) Strategy Why volatility matters. (fortunesandfrictions.com) What investors can learn from the career of Nick Saban. (savantwealth.com) Startups In a tough environment, startups are clamming up. (bloomberg.com) How the market for seed rounds has changed over the past two years.

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Startup Financial Advising Media Economy 148

A Wealth of Common Sense

JANUARY 25, 2024

I was excited to have Jill Schlesinger on this show this week to help me tackle questions about taking care of your parents financially, the best time to invest in the stock market, Roth IRAs for high-income earners, rebalancing your portfolio, owning the world stock market index and how much you should spend on your house. Further Reading: How to Create Your Own Dividends The post Can You Live On Dividends From Your Por.

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Portfolio Investing Investments Marketing 136

Abnormal Returns

JANUARY 25, 2024

Books An excerpt from "Filterworld: How Algorithms Flattened Culture" by Kyle Chayka. (theguardian.com) An excerpt from "Eat, Poop, Die: How Animals Make Our World" by Joe Roman. (nautil.us) A Q&A with Simon McCarthy-Jones author of "Freethinking: Protecting Freedom of Thought Amidst the New Battle for the Mind." (nautil.us) An excerpt from "Infectious Generosity: The Ultimate Idea Worth Spreading" by Chris Anderson.

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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.

Accounting

Wealth Management

JANUARY 25, 2024

Will Armenta co-founded the "alts-for-advisors" platform with Joe Lonsdale, and advises Lonsdale's $6 billion venture capital fund. He'll be a managing director at Duran's Rise Growth Partners.

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Investing Investments Management 123

Wealthfront

JANUARY 25, 2024

In planning your investment strategy for 2024 and beyond, there are wise principles to keep in mind: While no one can predict how market prices will move in any particular period, there are time-tested general rules that can put the odds of success squarely in your favor. In this letter we will offer some simple […] The post Burt Malkiel & Alex Michalka’s Insights for Investors in 2024 appeared first on Wealthfront Blog.

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Planning Investing Investments Marketing 122

Wealth Management

JANUARY 25, 2024

Despite the proliferation of minority buyers in the RIA marketplace, the number of minority deals has declined over the last couple years.

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Numbers 117

Calculated Risk

JANUARY 25, 2024

The DOL reported : In the week ending January 20, the advance figure for seasonally adjusted initial claims was 214,000 , an increase of 25,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 187,000 to 189,000. The 4-week moving average was 202,250, a decrease of 1,500 from the previous week's revised average.

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Wealth Management

JANUARY 25, 2024

Chuck Cooper III, advisor and managing partner at Lee’s Summit, Mo.-based StrongBox Wealth, provides a peek inside the $400 million RIA’s stock picking strategy within its high conviction, conservative growth model portfolio.

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Portfolio Management 111

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

Calculated Risk

JANUARY 25, 2024

Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report: Weekly Housing Trends View — Data Week Ending January 20, 2024 • Active inventory increased, with for-sale homes 8.6% above year ago levels. Active listings in the past week grew by 8.6% above the previous year, the 11th straight week of annual growth with no sign yet of a slowdown as growth in inventory increased from the previous week’s 7.9% rate.

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Sales Numbers Marketing Marketing 110

Wealth Management

JANUARY 25, 2024

Macro strategist David Ader shares his insights regarding the reality of deficits, the end of quantitative easing, the yield curve and more.

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Calculated Risk

JANUARY 25, 2024

Today, in the Calculated Risk Real Estate Newsletter: New Home Sales increase to 664,000 Annual Rate in December Brief excerpt: The Census Bureau reports New Home Sales in December were at a seasonally adjusted annual rate (SAAR) of 664 thousand. The previous three months were revised up, combined. The next graph shows new home sales for 2022 and 2023 by month (Seasonally Adjusted Annual Rate).

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Sales 110

Wealth Management

JANUARY 25, 2024

In a unique “other side of the table” perspective from a top firm leader, Onur Erzan discusses how a growth mindset transcends AllianceBernstein’s culture.

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Financial Advisor 109

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Accounting

Carson Wealth

JANUARY 25, 2024

By Ryan Egolf, EA, Senior Tax Planner If you or your children are in the college hunt, the prospect of paying for school could be disheartening given its alarming price tag. The Education Data Initiative estimates the average annual cost of public college in the United States to be more than $36,000 per student, rising to more than $55,000 for private universities.

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Consulting Taxes Education Assets 97

Wealth Management

JANUARY 25, 2024

Prospera Generational Wealth leverages internal and outsourced talent to offer Prospera's wealthiest families a broader range of comprehensive services.

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107

Calculated Risk

JANUARY 25, 2024

From the BEA: Gross Domestic Product, Fourth Quarter and Year 2023 (Advance Estimate) Real gross domestic product (GDP) increased at an annual rate of 3.3 percent in the fourth quarter of 2023 , according to the "advance" estimate released by the Bureau of Economic Analysis. In the third quarter, real GDP increased 4.9 percent. The increase in real GDP reflected increases in consumer spending, exports, state and local government spending, nonresidential fixed investment, federal government spend

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Government Pharmaceutical Commission Financial Services 69

Wealth Management

JANUARY 25, 2024

US fund clients withdrew a net $5.1 billion in the final three months of 2023, according to a fresh analysis by Morningstar Inc.

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Clients 106

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

Advisor Perspectives

JANUARY 25, 2024

The Chicago Fed National Activity Index (CFNAI) dropped to -0.15 in December from +0.01 in November. All four broad categories of indicators used to construct the index decreased from November and three categories made negative contributions in December. The index's three-month moving average, CFNAI-MA3, fell to -0.28 in December from -0.24 in November.

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Economics 69

Wealth Management

JANUARY 25, 2024

Patriotic millionaires want the wealthy to be taxed more. But there are better ways to give money to the state.

Taxes 101

Taxes 101

The Irrelevant Investor

JANUARY 25, 2024

Today’s Compound and Friends is brought to you by Kraneshares: See here for Kraneshares latest 2024 outlooks on China, the carbon market, and managed futures. On today’s show, we discuss: Gen Z has a new name for Manhattan The latest terrible news for the stock market: The Economy is booming again Listen here: Charts: Recommendations: Dumb Money Downfall: The Case Against Boeing No Worries: Ho.

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Economy Management Marketing Marketing 65

Wealth Management

JANUARY 25, 2024

Bitcoin has whipsawed investors since the ETF launch, fluctuating as much as 12% in the first 24 hours or so around the initial trading of the funds.

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97

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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

Calculated Risk

JANUARY 25, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Personal Income and Outlays for December. The consensus is for a 0.3% increase in personal income, and for a 0.4% increase in personal spending. And for the Core PCE price index to increase 0.2%. PCE prices are expected to be up 2.6% YoY, and core PCE prices up 3.0% YoY. • At 10:00 AM, Pending Home Sales Index for December.

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Sales 64

Advisor Perspectives

JANUARY 25, 2024

The advance estimate for Q4 GDP came in at 3.28%, a deceleration from 4.86% for the Q3 final estimate. With a per-capita adjustment, the headline number is lower at 2.68%, a decrease from 4.26% for the Q3 headline number.

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Numbers 64

Wealth Management

JANUARY 25, 2024

Roughly 21% of Americans ages 22 to 34 said retirement is out of reach, or not part of their plan, in a recent TIAA Institute survey.

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Retirement Planning 64

Advisor Perspectives

JANUARY 25, 2024

Real gross domestic product (GDP) is comprised of four major subcomponents. In the Q4 GDP final estimate, all four components made positive contributions.

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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

Trade Brains

JANUARY 25, 2024

Inox Wind Ltd : As people become more aware of the importance of sustainable energy sources the demand for renewable energy continues to rise, and with that, the demand for wind turbine manufacturers has increased. Recently, some stocks in this sector have gained the attention of investors. In particular, Inox Wind Ltd. is one such stock that has caught the eye of many.

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Marketing Marketing Manufacturing Commission 59

Advisor Perspectives

JANUARY 25, 2024

The December release for new home sales from the Census Bureau came in at a seasonally adjusted annual rate of 664,000 units. New home sales were up 8.0% month-over-month from a revised rate of 615,000 in November and up 4.4% from one year ago. The median home price is now at $413,200, down 2.9% from November after adjusting for inflation.

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Sales 64

Trade Brains

JANUARY 25, 2024

Fundamental Analysis of CG Power : Electricity consumption has risen since the Industrial Revolution and is expected to rise further as the population, income, and economy grow. Engineering or capital goods aid in the establishment or production of goods on a large scale and the company we will look at is primarily involved in the production of electrical equipment.

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Planning Manufacturing Engineering B2B 59