Nerd's Eye View

DECEMBER 24, 2024

Welcome everyone! Welcome to the 417th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Paul G McManus. Paul is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process. What's unique about Paul, though, is how he counsels advisors not to write books for the potential royalties they could earn, but rather as a means to establish themselves as an authority in the m

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Financial Advisor Clients Communication Accounting 130

Abnormal Returns

DECEMBER 24, 2024

Strategy On the parallels between reckless driving and reckless trading. (safalniveshak.com) How nostalgia can affect our investment decision making. (sherwood.news) You have to survive to thrive. (traderfeed.blogspot.com) Crypto North Korean hackers continue to steal Bitcoin. (coindesk.com) Justin Sun is openly buying influence in the world of crypto.

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Economy Media Sales Investing 147

Wealth Management

DECEMBER 24, 2024

Our tech columnist catches up with Haik Sahakyan, co-founder and CEO of ARQA.

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Wealth Management Management 84

Advisor Perspectives

DECEMBER 24, 2024

This analysis explores why SOC2 certification, despite its widespread adoption and respected status, may provide a false sense of security and prove inadequate in protecting organizations against modern cyber threats.

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Certification 76

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

DECEMBER 24, 2024

Court battles between RIAs, cash sweep lawsuits and more dominated our coverage in 2024.

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Calculated Risk

DECEMBER 24, 2024

Today, in the CalculatedRisk Real Estate Newsletter: Lawler: New Census Population Estimates Show Massively Higher Population Growth Excerpt: From housing economist Tom Lawler: New Census Population Estimates Incorporate Revised Methodology for Estimating Net International Migration, Show Massively Higher Population Growth Last week Census released its Vintage 2024 estimates of the US resident population, and the new estimates show substantially faster population growth over the past few years

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Numbers 59

Advisor Perspectives

DECEMBER 24, 2024

The Conference Board's Consumer Confidence Index® pulled back in December. The index decreased to 104.7 this month from November's upwardly revised 112.8. This month's reading was much lower compared to the 112.9 forecasted.

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Calculated Risk

DECEMBER 24, 2024

From housing economist Tom Lawler: Since September 17th the Federal Reserve has lowered its federal funds rate range by 100 basis points. Below is a table showing Treasury and MBS rates since September 17th. Click on graph for larger image. Ho, Ho, Ho!!!! Happy Holidays!!!! 10-Year T1PS Yield The chart below shows the monthly average 10-Year TIPS yield from December 2003 to December 2007 and then from January 2023 to December 2024 (December 2024 is the average to date).

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Advisor Perspectives

DECEMBER 24, 2024

A wise mentor of mine once told me, “Businesses would be so easy to run if only there weren’t human beings mucking things up all of the time!

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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

Abnormal Returns

DECEMBER 24, 2024

Research On the relationship between price momentum and factor momentum. (mrzepczynski.blogspot.com) How researchers are using intangibles to update their value factors. (alphaarchitect.com) What it takes to become, and stay, a star sell-side analyst. (klementoninvesting.substack.com) What drives the end-of-day reversal effect? (papers.ssrn.com) How valuation disparities affect bond ETFs.

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Valuation 130

Advisor Perspectives

DECEMBER 24, 2024

Some hedge fund managers are sounding the alarm on overvalued nuclear power stocks and scaling back exposure after a stunning rally this year.

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Management 52

Calculated Risk

DECEMBER 24, 2024

Today, in the CalculatedRisk Real Estate Newsletter: Question #10 for 2025: Will inventory increase further in 2025? Excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and Ill post thoughts on those in this newsletter (others like GDP and employment will be on my blog).

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Economics Sales Marketing Marketing 59

Advisor Perspectives

DECEMBER 24, 2024

People often make a distinction between “good debt” and “bad debt,” in terms of both personal finances and public spending.

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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

Random Roger's Retirement Planning

DECEMBER 24, 2024

Yahoo had an article " what to do with your retirement savings in a market selloff." It's a timely article as the FOMC news sent the S&P 500 careening down to levels not seen since November 15th. Yes, I am being snarky. Paraphrasing Cliff Asness, if your retirement plan is thrown into upheaval when the stock market goes down 3%, you might want to rethink your retirement plan.

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Retirement Planning Retirement Planning Asset Allocation 40

Advisor Perspectives

DECEMBER 24, 2024

China’s policymakers plan to sell a record 3 trillion yuan ($411 billion) of special treasury bonds in 2025, Reuters reported on Tuesday, a move aimed at bolstering the slowing economy.

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Economy Planning 52

The Big Picture

DECEMBER 24, 2024

The transcript from this weeks, MiB: Dana Mattioli on Amazons Everything War , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This weekend on the podcast, I have another extra special guest.

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Advisor Perspectives

DECEMBER 24, 2024

Financial loss is one of the most common secondary losses. The death of a family breadwinner can bring crushing financial uncertainty. Even when the deceased was not the primary earner, grief can derail financial stability.

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Advertisement

As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking

Advisor Perspectives

DECEMBER 24, 2024

The Bible story of the virgin birth is at the center of much of the holiday cheer this time of year. The book of Luke tells us that Mary and Joseph traveled to Bethlehem because Caesar Augustus decreed a census should be taken.

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Advisor Perspectives

DECEMBER 24, 2024

If you happen to be a Bitcoin skeptic, you’re not alone. A recent Pew Research survey found that 63% of Americans are not confident in the reliability or safety of cryptocurrencies in general.

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Portfolio 52

Advisor Perspectives

DECEMBER 24, 2024

It’s that time of year when Wall Street polishes up its crystal balls and predicts next year’s market returns. Since Wall Street never predicts a down year, these forecasts are often wrong and sometimes very wrong.

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Valuation Marketing Marketing 52

Advisor Perspectives

DECEMBER 24, 2024

A rude surprise could be in store for the millions of Americans who get health coverage through the Affordable Care Act. If Congress doesn’t act next year, enhanced premium subsidies will expire by December, causing enrollees’ payments to increase by more than 75% on average.

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Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

Advisor Perspectives

DECEMBER 24, 2024

As investors continue to step out of cash and potentially rebalance out of equities following their strong performance, we expect bonds to play a larger role in diversified portfolios next year.

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Portfolio 40

Advisor Perspectives

DECEMBER 24, 2024

As we near the end of 2024, researchers, businesses, and investors have begun to question the overheated artificial intelligence sentiment.

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Advisor Perspectives

DECEMBER 24, 2024

Index funds emerged in the early 1970s and were designed to match rather than beat the market. For decades, they were associated with the capitalization-weighted (CW) market indexes that defined their investment approach.

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Investing Investments Marketing Marketing 40

Advisor Perspectives

DECEMBER 24, 2024

The crypto market’s center of gravity is back in the US as 2025 approaches, courtesy of Donald Trump’s reelection to the presidency and widening demand for the nation’s digital-asset funds and derivatives contracts.

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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

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