Abnormal Returns
DECEMBER 25, 2024
Podcasts Christine Benz talks with Daniel Crosby about his new book "The Soul of Wealth: 50 Reflections on Money and Meaning." (morningstar.com) Robin Powell talks with Jonathan Clements about the importance of investor behavior. (youtube.com) Katti Gatti Tassin and Henah Velez talk about the many downsides of spending too much on your car (or pickup truck).
Nerd's Eye View
DECEMBER 25, 2024
The core question in the prospecting process is often one of mutual fit – balancing personality compatibility with the advisor's value proposition versus the problem to be solved. The typical prospecting process involves multiple meetings, and a fairly common response for advisors to hear after giving their 'pitch' is that the client needs some extra time to think about it.
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Wealth Management
DECEMBER 25, 2024
iCapitals Lawrence Calcano points to continued innovation in tech and product development as key to making alts more hospitable for advisors.
Calculated Risk
DECEMBER 25, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Mortgage rates as of Monday (a little lower on Tuesday). Thursday: At 8:30 AM ET, The initial weekly unemployment claims report will be released. Initial claims were at 220 thousand last week.
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.
A Wealth of Common Sense
DECEMBER 25, 2024
Today’s Animal Spirits is brought to you by YCharts and Fabric: See here for 20% off your initial YCharts Professional subscription (new customers only) Go to meetfabric.com/spiritsfor more information on life insurance from Fabric by Gerber Life Get a random Animal Spirits chart here On today’s show, we discuss: Risks in 2025 Global Diversification is Still Working More Men Are Addicted to the ‘Cra.
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Tobias Financial
DECEMBER 25, 2024
Keeping up with the tax proposals from the Trump Administration can be challenging, as theyve included a mix of formal policy suggestions and off-the-cuff remarks. By focusing on the more concrete proposals, we can begin to anticipate potential changes in the months ahead. One of the clearest proposals is to make the 2017 tax changes permanent. This includes maintaining current rates and brackets, the standard deduction, the child tax credit, and the generous estate tax exemption.
A Wealth of Common Sense
DECEMBER 25, 2024
I’ve done this every year since the start of the blog back in 2013. Here’s my list of favorite books I read in 2024: Non-Fiction Boom: Bubbles and the End of Stagnation by Byrne Hobart and Tobias Huber I’ve never thought of the Manhattan Project as a technological bubble but this book makes a good case for it. The book is worth it for that chapter alone.
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