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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
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
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.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Understanding Asset Protection Safeguarding your wealth is as important as building it. Even if you make all the right decisions in accumulating and growing wealth, neglecting to protect it can ruin your financial plan. What Is Asset Protection? Asset protection is a set of legal strategies used to help shield individual or business assets from losses due to legal judgments, seizure, taxes, and claims by creditors or beneficiaries.
Understanding Asset Protection Safeguarding your wealth is as important as building it. Even if you make all the right decisions in accumulating and growing wealth, neglecting to protect it can ruin your financial plan. What Is Asset Protection? Asset protection is a set of legal strategies used to help shield individual or business assets from losses due to legal judgments, seizure, taxes, and claims by creditors or beneficiaries.
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.
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).
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).
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
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.
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.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
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.
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.
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.
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.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
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.
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.
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.
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.
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
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.
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.
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.
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
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