The Big Picture

MARCH 9, 2024

The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • The economy is roaring. Immigration is a key reason. Momentum in the job market picked up aggressively over the past year — all while Washington is deadlocked on a border deal ( Washington Post ) • The Errors Tour: How the Pros Bungled the End of Zero Interest Rates : A look at the ways forecasters, traders and executives missed the mark over the past two years.

Medical 300

Medical Banking Food Economy 300

Abnormal Returns

MARCH 9, 2024

Autos Europe is cracking down on the use of touchscreens. (theverge.com) Rivian ($RIVN) is planning a smaller SUV, the R2. (wired.com) What it's like to charge a Ford ($F) Mach-E at a Tesla ($TSLA) Supercharger. (wsj.com) Where in the U.S. EVs are (and are not) popular. (nytimes.com) Energy America needs more power. (msn.com) Utilities have a wildfire problem.

Food 130

Food Financial Advising Sales Education 130

Clever Girl Finance

MARCH 9, 2024

Your credit score is an important number that can have a big impact on your life. Although it is just three digits, it can tell potential lenders a lot about your creditworthiness. If you regularly monitor your finances, you may notice when your credit score lowers. If it happens unexpectedly, you might ask, “Why did my credit score drop?” Table of contents Why did my credit score drop?

Accounting 83

Accounting Management Budgeting Taxes 83

Random Roger's Retirement Planning

MARCH 9, 2024

Kerry Hannon from Yahoo interviewed Teresa Ghilarducci who is a professor at The New School and is often cited in the media as an expert on retirement. We've mentioned Ghilarducci a handful of times over the years. I think she has interesting ideas even if I disagree with most of them. She appears to be a big believer in having the government play a very big role in solving the problem.

Retirement 75

Retirement Government Planning Education 75

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

Clever Girl Finance

MARCH 9, 2024

How can you ensure you don’t go over your budget? Staying focused with money can be challenging for many of us (raising my hand here!). The temptation to overspend, unexpected expenses, and lifestyle inflation are just a few obstacles that can get in the way. However, with the right strategies, learning how to stay on budget can be done! Table of contents Fundamentals for budgeting success 6 Tips for staying on budget Expert tip: Try loud budgeting How can you ensure you don’t go over your budge

Budgeting 82

Budgeting Accounting Planning Transportation 82

Calculated Risk

MARCH 9, 2024

The key reports this week are February CPI and Retail Sales. For manufacturing, the February Industrial Production report and the March NY Fed manufacturing survey will be released. -- Monday, March 11th -- 10:00 AM: State Employment and Unemployment (Monthly) for January 2024 -- Tuesday, March 12th -- 6:00 AM ET: NFIB Small Business Optimism Index for February. 8:30 AM: The Consumer Price Index for February from the BLS.

Retail 67

Retail Manufacturing Sales Food 67

Advisor Perspectives

MARCH 9, 2024

JPMorgan Chase & Co. will continue hiring in China for its asset management business as it targets growth in the world’s second-largest economy.

Assets 59

Assets Management Economy 59

Calculated Risk

MARCH 9, 2024

At the Calculated Risk Real Estate Newsletter this week: • The "Home ATM" Closed in Q4 • Inflation Adjusted House Prices 2.4% Below Peak Price-to-rent index is 7.3% below recent peak • Asking Rents Mostly Unchanged Year-over-year • 1st Look at Local Housing Markets in February • Lawler: Some Thoughts on Quantitative Easing and Quantitative Tightening • ICE Mortgage Monitor: "First-Time Homebuyers Make Up Record 47% of GSE Purchase Loans" This is usually published 4 to 6 times a week and provides

Marketing 62

Marketing Marketing 62

International College of Financial Planning

MARCH 9, 2024

Embarking on a journey to become a Certified Financial Planner® professional is a commendable decision that can profoundly impact your career in the finance industry. This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

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

Advisor Perspectives

MARCH 9, 2024

The move higher in the S&P 500 has been historic. In fact, the S&P 500 has climbed ~17% over the last four months and is on pace to rally 17 of the last 19 weeks.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

MARCH 9, 2024

The US jobless rate climbed to a two-year high in February even as hiring remained healthy, pointing to a cooler yet resilient labor market.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

MARCH 9, 2024

The idea that “market expectations” tell us anything about the economy’s future is – or should be – in serious doubt. That’s not to say the market is wrong. It just changes its mind so often as to be useless. And most of the time, it changes its mind after the fact.

Economy 52

Economy Marketing Marketing 52

Advisor Perspectives

MARCH 9, 2024

When the regional banking woes unfolded in March 2023, we argued that the challenges were not likely to be systemic. We continue to think that the challenges facing regional banks are likely contained, though near-term market volatility is always possible.

Banking 52

Banking Marketing Marketing 52

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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

Advisor Perspectives

MARCH 9, 2024

Record issuance in bonds to start 2024 is now showing up in the sales numbers. In the case of corporate bonds, record issuance in January was met with record sales in February as the scramble to lock in yields is spurring bond buyers to act.

Sales 52

Sales Numbers 52

Advisor Perspectives

MARCH 9, 2024

There are at least two certainties regarding Indian stocks. First, equities in that country have been the stars among major emerging markets for several years.

Valuation 40

Valuation Marketing Marketing 40

Advisor Perspectives

MARCH 9, 2024

Super Tuesday was, if I may, super obvious. Former President Donald Trump clinched nearly every delegate that was up for grabs, forcing his Republican challenger, Nikki Haley, out of the race, which all but guarantees his nomination.

Portfolio 98

Portfolio 98