Abnormal Returns
JULY 17, 2024
Strategy Rebalance your portfolio to tame risk, not to increase returns. (morningstar.com) It's never been easier to get distracted by other people's wealth. (awealthofcommonsense.com) Finance The commercial real estate mess is well under way. (wsj.com) How Charles Schwab ($SCHW) is changing its banking business. (riabiz.com) Apple Taboola is going to sell ads for Apple ($AAPL).
Nerd's Eye View
JULY 17, 2024
Buy-sell agreements are a common succession planning tool for business owners where, upon a triggering event like the death of one owner, the surviving owners have either the option or the contractual obligation to purchase the deceased owner's shares of the business. Traditionally, buy-sell agreements are structured either as cross-purchase agreements (where the surviving owners buy the deceased owners' shares directly from their estate) or entity-purchase agreements (where the business itself
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Abnormal Returns
JULY 17, 2024
Podcasts Barry Ritholtz talks with Brian Portnoy about why investing is so hard. (ritholtz.com) Benjamin Felix and Cameron Passmore on when its time to hire a financial advisor. (rationalreminder.libsyn.com) Dan Haylett talks with Suzi Campi about repurposing one's life in retirement. (humansvsretirement.com) Thomas Kopelman and Jacob Turner talk about the mindset shift needed in retirement.
Calculated Risk
JULY 17, 2024
Today, in the Calculated Risk Real Estate Newsletter: Single Family Starts Up Year-over-year in June; Multi-Family Starts Down 23% YoY A brief excerpt: Total housing starts in June were above expectations and starts in April and May were revised up. The third graph shows the month-to-month comparison for total starts between 2023 (blue) and 2024 (red).
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
JULY 17, 2024
With a massive transfer of money to younger generations looming, a new report says the financial services industry needs to change how it connects with Gen Z and millennials.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JULY 17, 2024
When Martine Lellis woke up from a coma doctors didn’t think she’d come out of, she was given a new lease on life, and it has fueled her passion for making bold, compassionate choices in the financial services industry.
Advisor Perspectives
JULY 17, 2024
The myth of work-life balance has perpetuated unrealistic expectations and unnecessary stress. By recognizing the fluidity of life and embracing a more flexible approach, you can find greater fulfillment and mental well-being.
Wealth Management
JULY 17, 2024
Open, honest and candid discussion about broker/dealer satisfaction among advisors, mutual fund and ETF prices, fallout from the Chevron decision, the future of IRA rollovers and more.
Advisor Perspectives
JULY 17, 2024
Industrial production rose 0.6% in June, coming in higher than the expected 0.3% growth. Compared to one year ago, industrial production is up 1.6%.
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
JULY 17, 2024
Terri Kallsen joined Joe Duran’s new venture after previous stints at Wealth Enhancement Group and Schwab. She’ll succeed current CFP Board Chair Matthew Boersen and Chair-Elect Liz Miller.
Advisor Perspectives
JULY 17, 2024
Jane Edmondson, Head of Thematic Strategy for VettaFi interviews MUSQ Founder and CEO David Schulhof about the Index behind the MUSQ ETF, providing pure-play exposure to the global music industry.
Wealth Management
JULY 17, 2024
Jess Bost, former vice president of strategic partnerships and client success at Alpha Architect, joins as lead financial planner.
A Wealth of Common Sense
JULY 17, 2024
Today’s Animal Spirits is brought to you by YCharts and CME Group: See here for 20% off (new customers only) and for more info on the tearsheet builder See here for more information on CME Group’s valuable educational materials and trading tools and learn more about what adding futures can do for you. On today’s show, we discuss: How Many Benign Inflation Prints Are Enough?
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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
JULY 17, 2024
Rather than stifling creativity, set processes ensure efficiency, accuracy and repeatability in client service.
Advisor Perspectives
JULY 17, 2024
Bitcoin's price climbed back above $65,000 this week for the first time in almost a month. BTC is currently up ~47% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 7/16/24.
Wealth Management
JULY 17, 2024
A senior fellow at the Wharton School disputes the notion that the correlation between well-being and wealth levels off once people reach a certain income level.
Calculated Risk
JULY 17, 2024
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 228 thousand initial claims, up from 222 thousand last week. • Also at 8:30 AM, the Philly Fed manufacturing survey for July. The consensus is for a reading of 2.9, up from 1.0.
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
Wealth Management
JULY 17, 2024
Fresh off a rebrand, World Investment Advisors adds Boston Harbor Wealth Advisors, as it continues to build out its wealth business.
Calculated Risk
JULY 17, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 3.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending July 12, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 3.9 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
JULY 17, 2024
A recent U.S. Supreme Court decision raises concerns among tax lawyers.
Your Richest Life
JULY 17, 2024
In the 10 years I’ve spent running a financial planning firm, I’ve learned a lot about how people handle (or don’t handle) their finances. And it doesn’t matter how much money someone has coming in; it can still be challenging to manage money and investments well. Here are the top ten money lessons that I have learned after working with more than 150 clients over the past decade: Money lesson #1: You have more power than you think.
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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.
Wealth Management
JULY 17, 2024
Targeting wealthy individuals could gain traction regardless of the party in power.
Advisor Perspectives
JULY 17, 2024
Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.
Calculated Risk
JULY 17, 2024
Fed's Beige Book Economic activity maintained a slight to modest pace of growth in a majority of Districts this reporting cycle. However, while seven Districts reported some level of increase in activity, five noted flat or declining activity—three more than in the prior reporting period. Wages continued to grow at a modest to moderate pace in most Districts, while prices were generally reported to have risen modestly.
Advisor Perspectives
JULY 17, 2024
In June, building permits rose for the first time in four months. In the latest report by the Census Bureau, building permits were at a seasonally adjusted annual rate of 1.446 million, exceeding the forecasted rate of 1.400 million. This marks a 3.4% increase from May and a 3.2% decline compared to one year ago.
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!
Calculated Risk
JULY 17, 2024
From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately-owned housing starts in June were at a seasonally adjusted annual rate of 1,353,000. This is 3.0 percent above the revised May estimate of 1,314,000, but is 4.4 percent below the June 2023 rate of 1,415,000. Single-family housing starts in June were at a rate of 980,000; this is 2.2 percent below the revised May figure of 1,002,000.
Advisor Perspectives
JULY 17, 2024
In the latest report by the Census Bureau, housing starts increased to a seasonally adjusted annual rate of 1.353 million in June, surpassing the forecasted rate of 1.3090 million. This marks a 3.0% increase from May and a 4.4% decline compared to one year ago.
Wealth Management
JULY 17, 2024
Human Interest helps small businesses set up 401(k) services.
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