Abnormal Returns
MARCH 13, 2024
Crypto Travis Kling, "The evidence for the rise of Financial Nihilism is all around us." (epsilontheory.com) How much is Bitcoin worth? Nobody really knows. (wired.com) The spot Bitcoin ETF fee war is here. (etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. (on.ft.com) There is still a lot of uncertainty around office building valuations.
The Big Picture
MARCH 13, 2024
At the Money: How To Know When The Fed Will Cut with Jim Bianco (March 13, 2024) Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. What data should investors be following for insight into when they will begin? Jim Bianco discusses initial unemployment claims data and wage gain to identify when the Fed will start lowering rates.
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Abnormal Returns
MARCH 13, 2024
Podcasts Christine Benz and Amy Arnott talk with Anne Lester author of "Your Best Financial Life: Save Smart Now for the Future You Want." (morningstar.com) Dan Haylett talking Paul Armson about lifestyle financial planning. (humansvsretirement.com) Shane Parrish talks with Chris Davis about the challenges of inter-generational wealth. (fs.blog) Khe Hy talks with Noah Kagan about building a side hustle without losing your mind.
Nerd's Eye View
MARCH 13, 2024
Most of the time, people are subject to state taxes in the states where they live and/or earn their income. So when moving to a lower-tax state or another, their income tax burden likewise shifts to the new state along with them. Which is, for example, why so many people opt to move to lower-tax or no-tax states like Florida or Texas in retirement, where they can enjoy lower state income taxes and preserve more of their retirement savings for use by themselves or their heirs.
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
MARCH 13, 2024
Today’s Animal Spirits is brought to you by Texas Capital Management: See here for more information on The Texas Small Cap Equity Index ETF RWM is coming to LA! Reach out to us at info@ritholtzwealth.com subject line “LA” to set up a time to meet! On today’s show, we discuss: Global Investment Returns Yearbook 2024 15 funds that have destroyed the most wealth over the past decade Cliff Asness.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
MARCH 13, 2024
We are in a “fourth turning,” according to Jeffrey Gundlach, where institutions will be challenged, and profound structural changes will unfold.
Wealth Management
MARCH 13, 2024
Apex Fintech Solutions announced it acquired AdvisorArch, a portfolio management company and rebalancer.
Calculated Risk
MARCH 13, 2024
Today, in the Calculated Risk Real Estate Newsletter: Q4 Update: Delinquencies, Foreclosures and REO A brief excerpt: I’ve argued repeatedly that we would NOT see a surge in foreclosures that would significantly impact house prices (as happened following the housing bubble). The two key reasons are mortgage lending has been solid, and most homeowners have substantial equity in their homes.
Wealth Management
MARCH 13, 2024
Closed-end funds can help advisors achieve alpha for their clients, said FLX's CEO. However the market remains under-served when it comes to education and thought leadership.
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.
WiserAdvisor
MARCH 13, 2024
Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. When aiming for financial independence, the importance of a structured approach should be emphasized. A well-structured approach ensures that every aspect is carefully considered.
Wealth Management
MARCH 13, 2024
A total of 9,674 experienced advisors changed jerseys in 2023, according to the most recent Diamond Consultants Advisor Transition Report.
Calculated Risk
MARCH 13, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-March 2024 A brief excerpt: This 2-part overview for mid-March provides a snapshot of the current housing market. I always like to start with inventory, since inventory usually tells the tale ! Here is a graph of new listing from Realtor.com’s February 2024 Monthly Housing Market Trends Report showing new listings were up 11.3% year-over-year in February.
Wealth Management
MARCH 13, 2024
The Palm Financial Group has joined Baird’s Madison West office.
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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.
Calculated Risk
MARCH 13, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 7.1 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending March 8, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 7.1 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
MARCH 13, 2024
The case of Ana Mendieta raises issues about who controls our stories after we're gone.
Advisor Perspectives
MARCH 13, 2024
This series has been updated to include the February release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $50,210, down 7.3% from over 50 years ago. After adjusting for inflation, hourly earnings are below their all-time high from April 2020.
Wealth Management
MARCH 13, 2024
Open, honest and candid discussion about February job growth, CITs in 403b plans, Gen Z and data sharing, the annual NEPC audit and more.
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
Advisor Perspectives
MARCH 13, 2024
Bitcoin rallied past $72,000 this week as its price hit a new all-time high. BTC is currently up ~62% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 3/12/24.
Wealth Management
MARCH 13, 2024
And the four client types that stand to benefit most from a conversation regarding donation to charity and philathropy.
Advisor Perspectives
MARCH 13, 2024
There’s a lot of discussion about why prospects hire you, why they don’t follow your advice, and the value you add. Much of this discussion isn’t based on research, which is curious because there are studies on each subject.
Wealth Management
MARCH 13, 2024
Seven pitfalls for financial advisors to avoid appearing too salesy.
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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.
Calculated Risk
MARCH 13, 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 221 thousand initial claims, up from 217 thousand last week. • At 8:30 AM, Retail sales for February is scheduled to be released. The consensus is for a 0.7% increase in retail sales. • At 8:30 AM, The Producer Price Index for February from the BLS.
Wealth Management
MARCH 13, 2024
Carina Diamond details her personal approach with clients in the first episode of season two of the Focused on the Future podcast.
Advisor Perspectives
MARCH 13, 2024
The 20th century Baby Boom was one of the most powerful demographic events in the history of the United States. We've created a series of charts to show seven age cohorts of the employed population from 1948 to the present.
Wealth Management
MARCH 13, 2024
Though the number of fines increased from 2022 by 63%, the disciplinary actions declined for the third straight year, according to an analysis from the law firm Eversheds Sutherland.
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!
Advisor Perspectives
MARCH 13, 2024
Today, one in three of the 65-69 cohort, nearly one in five of the 70-74 cohort, and nearly one in ten of the 75+ cohort are in the labor force.
Wealth Management
MARCH 13, 2024
Transcript of Episode 97 of 401(k) Real Talk.
Advisor Perspectives
MARCH 13, 2024
Among the many too-good-to-be-true financial stories is the Alpha Architect 1-3 Month Box ETF, known by its ticker BOXX, that offers Treasury bill yields taxed at capital gains rates.
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