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 221

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 146

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

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: 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

Calculated Risk

JANUARY 25, 2024

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. Sales of new single‐family houses in December 2023 were at a seasonally adjusted annual rate of 664,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.

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Sales 121

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

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 109

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 94

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

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 108

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 96

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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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

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Accounting

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

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 67

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

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

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

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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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

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 104

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

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Planning

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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Advisor Perspectives

JANUARY 25, 2024

In the week ending January 20, initial jobless claims were at a seasonally adjusted level of 214,000, an increase of 25,000 from the previous week's revised figure. The latest reading is higher than the forecast of 200,000.

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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.

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Taxes 98

Advisor Perspectives

JANUARY 25, 2024

New orders for manufactured durable goods were flat in December, coming in at $295.56B. This is a 0.0% change from the previous month and is less than the expected 1.1% rise. The series is up 4.8% year-over-year (YoY). If we exclude transportation, "core" durable goods were up 0.6% from the previous month and up 2.3% from one year ago.

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Transportation Manufacturing 64

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

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 62

Advisor Perspectives

JANUARY 25, 2024

Real gross domestic product increased at an annual rate of 3.3% in Q4 2023, according to the advance estimate. The latest estimate is higher than the forecasted 2.0% growth but is a slowdown from the Q3 2023 GDP final estimate of 4.9%.

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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