Abnormal Returns
SEPTEMBER 23, 2024
Markets The U.S. stock market is up 35 of the past 52 weeks. (sherwood.news) The U.S. is 26% of global GDP. The stock market makes up 63% of global market cap. (mailchi.mp) The Fed It's not unusual for the Fed to cut rates when stocks are at an all-time high. (awealthofcommonsense.com) We give the Fed way more credit than they deserve. (aswathdamodaran.blogspot.com) Fed members talk WAY too much these days.
Nerd's Eye View
SEPTEMBER 23, 2024
Starting a new firm can be a nerve-wracking time for an entrepreneurially minded financial advisor, as making the jump involves a significant amount of professional and financial risk. Nonetheless, after a year or 2 in business, some firm owners will find that their plate is becoming full and their available time is shrinking as they balance servicing current clients with marketing for new ones and also possibly managing staff.
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Abnormal Returns
SEPTEMBER 23, 2024
Podcasts Josh and Michael talk with Peter Mallouk, founder and CEO of Creative Planning. (youtube.com) Carl Richards and Michael Kitces talk about managing your firm knowing that market-related revenue declines happen. (kitces.com) Brendan Frazier talks with Isaac Presley about how to create more intentional goals. (podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estate planning for business owners.
Wealth Management
SEPTEMBER 23, 2024
The full extent of the benefits to real estate investment of lower rates will also depend on whether the Fed sticks a soft landing.
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.
Calculated Risk
SEPTEMBER 23, 2024
Today, in the Calculated Risk Real Estate Newsletter: Watch Months-of-Supply! A brief excerpt: Both inventory and sales are well below pre-pandemic levels, and I think we need to keep an eye on months-of-supply to forecast price changes. Historically nominal prices declined when months-of-supply approached 6 months - and that is unlikely any time soon - however, as expected, months-of-supply is back to 2019 levels.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Carson Wealth
SEPTEMBER 23, 2024
Stocks Like Rate Cuts The big story this week was the Fed cutting interest rates for the first time since March 2020. We will get into all of the ramifications of the Fed’s decision below, but to kick off this week’s market commentary we will discuss why rate cuts can indeed be a bullish development for investors. First things first, why are they cutting?
Advisor Perspectives
SEPTEMBER 23, 2024
The Federal Reserve’s interest rate cut last week has led many to wonder what it means for mortgage rates. The housing website Redfin noted that some would-be homebuyers aren’t aware that we’ve already seen a steep decline, while others are waiting for mortgage rates to fall more.
Wealth Management
SEPTEMBER 23, 2024
Hightower Las Vegas' Adam Thurgood shares insights on what the Fed decision means for bond and equity markets.
Calculated Risk
SEPTEMBER 23, 2024
Altos reports that active single-family inventory was up 1.6% week-over-week. Inventory is now up 46.8% from the February seasonal bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of September 20th, inventory was at 725 thousand (7-day average), compared to 714 thousand the prior week. This is the highest level of inventory since May 2020.
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
SEPTEMBER 23, 2024
Finance is rushing to use rapidly evolving AI tools. As the machines get smarter, the risks get weirder.
XY Planning Network
SEPTEMBER 23, 2024
Email marketing remains a powerful tool in the digital marketing landscape, especially for financial professionals. Despite the rise of social media, email campaigns continue to deliver high engagement rates due to the trusted relationships financial advisors build with their clients. Choosing the right email campaign software is crucial for maximizing these benefits and ensuring effective client communication.
Wealth Management
SEPTEMBER 23, 2024
Listen as Jamie Hopkins, Chief Wealth Officer and CEO of Bryn Mawr Trust Company, addresses the complexities of estate planning and highlights how his firm’s ‘Wealth as a Service’ solution assists advisors in navigating these challenges effectively.
Calculated Risk
SEPTEMBER 23, 2024
Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic. The following graphs are for inbound and outbound traffic at the ports of Los Angeles and Long Beach in TEUs (TEUs: 20-foot equivalent units or 20-foot-long cargo container).
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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
SEPTEMBER 23, 2024
Listen as Sheila Cuffari-Agasi, Chief Revenue Officer at United Planners Financial Services, as she discusses how being an employee-owned firm empowers advisors to prioritize client relationships without external pressures.
Advisor Perspectives
SEPTEMBER 23, 2024
What is your personal financial code of conduct? Whether you’re consciously aware of it or not, chances are you have an internal set of standards and taboos that guide the way you handle money.
Wealth Management
SEPTEMBER 23, 2024
The bar is only getting higher for retirement plan advisors.
Advisor Perspectives
SEPTEMBER 23, 2024
Today, I’m going to share stories about my best and worst investment decisions. Don’t worry, this isn’t just a brag-and-cringe session about making or losing money. These stories are about the valuable lessons learned, and how these adventures in investing helped shape my current approach.
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
SEPTEMBER 23, 2024
Debra Brennan Tagg was with Osaic for 25 years before making the change to NewEdge.
Norman Marks
SEPTEMBER 23, 2024
Sometimes, auditors are responsible for a serious risk continuing. At Business Objects, I attended an audit committee (I was the VP, Internal Audit) when the two EY partners reported that their testing of internal controls had identified a serious weakness.
Advisor Perspectives
SEPTEMBER 23, 2024
I’m moving up a letter I was planning to share with you on my birthday weekend in two weeks. The story about sandpiles and the financial system may be the most popular letter I’ve written in the last 25 years. It is one we should all re-read every few years to remind us how change happens slowly, then suddenly.
Truemind Capital
SEPTEMBER 23, 2024
Are you feeling lost when it comes to managing your finances? Or maybe you’ve got big goals like buying a home, paying off debt, or saving for retirement, but you’re not sure where to start? That’s where a financial coach comes in! A financial coach helps you understand your financial situation, set realistic goals, and create a plan to reach financial stability.
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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.
Advisor Perspectives
SEPTEMBER 23, 2024
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of September 13, the index was at 23.029, up 0.875 from the previous week, with 4 of the 6 components in expansion territory.
Calculated Risk
SEPTEMBER 23, 2024
From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.31% in August The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.31% as of August 31, 2024. According to MBA’s estimate, 155,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.2 million borrowers since March 2020.
Wealth Management
SEPTEMBER 23, 2024
Look for these prompts when clients broach the topic.
Calculated Risk
SEPTEMBER 23, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Move Slightly Higher to Start New Week Mortgage rates rose modestly last week after hitting long term lows before the Fed announced its 0.50% rate cut. In not so many words, mortgage rates had already gotten in position for that cut and were thus left to undergo a mild correction. [ 30 year fixed 6.20% ] emphasis added Tuesday: • At 9:00 AM ET, S&P/Case-Shiller House Price Index for July.
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!
International College of Financial Planning
SEPTEMBER 23, 2024
The financial planning sector is booming, offering countless opportunities for individuals to build a rewarding career. With the global demand for financial advisors rising, gaining the right credentials has become crucial for long-term success. One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professi
Trade Brains
SEPTEMBER 23, 2024
India’s fast-moving consumer goods (FMCG) sector faces a dynamic landscape in 2024, with companies navigating shifting consumer preferences, rural demand fluctuations, and digital transformation. This analysis article examines the top FMCG stocks, evaluating their financial performance, market positioning, and growth strategies. We’ll explore how industry leaders adapt to challenges and capitalize on opportunities in India’s evolving consumer market.
Random Roger's Retirement Planning
SEPTEMBER 23, 2024
I went down a portable alpha rabbit hole. We've discussed it plenty, using the terms capital efficiency and return stacking more often that portable alpha. It is essentially using leverage to add exposure beyond a 100% portfolio. Portable alpha a little more specifically is the matching up of beta (simple market exposure like via an index fund) with an alpha seeking strategy.
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