Nerd's Eye View

SEPTEMBER 25, 2024

Over the last 60 years, the top Federal marginal tax bracket has steadily decreased from over 90% in the 1950s and 60s to 'just' 37% today. However, with the national debt expanding rapidly, observers of U.S. tax policy are predicting that Congress will inevitably be forced to again increase tax rates in order to raise revenue and balance the national budget – and that the current regime of relatively low tax rates will prove to be a temporary phenomenon.

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Taxes Retirement Tax Planning Accounting 246

Abnormal Returns

SEPTEMBER 25, 2024

Podcast Barry Ritholtz talks with Brian Portnoy about whether money can buy happiness. (ritholtz.com) Peter Lazaroff on the importance of simplicity in personal finance. (peterlazaroff.com) Carl Richards talks money and life with journalists Jodi Kantor and Ron Lieber. (50fires.com) Tim Ranzetta talk financial literacy with Tony and Dina Isola of Ritholtz Wealth Management.

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Retirement Wealth Management Taxes Insurance 245

Wealth Management

SEPTEMBER 25, 2024

The two firms are in hot water over sales of Harvest’s “Iron Condor” strategy that resulted in $5 million in excess management fees and commissions.

Management 113

Management Commission Sales 113

Abnormal Returns

SEPTEMBER 25, 2024

Strategy On the strange math of stock returns. (fortunesandfrictions.com) Betting on smart beta has generally not worked out well for investors. (morningstar.com) Companies Uber ($UBER) is making progress towards becoming a 'super-app.' (on.ft.com) A Q&A with Duolingo ($DUO) CEO Luis Von Ahn. (sherwood.news) CEOs are all over LinkedIn. (sherwood.news) Finance The hidden costs of options trading are real.

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Math Financial Advising Media Government 191

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Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be

Accounting

Wealth Management

SEPTEMBER 25, 2024

The collaboration brings together the tax management technology of Vestmark with the highly scalable model construction capabilities of BlackRock.

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Portfolio Taxes Management 112

Wealth Management

SEPTEMBER 25, 2024

Open, honest and candid discussion about retirement plan assets, Fidelity's crackdown on credential sharing, Commonwealth's new PEP and more.

Retirement Planning 105

Retirement Planning Retirement Assets Planning 105

Calculated Risk

SEPTEMBER 25, 2024

Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Decrease to 716,000 Annual Rate in August Brief excerpt: The Census Bureau reported New Home Sales in August were at a seasonally adjusted annual rate (SAAR) of 716 thousand. The previous three months were revised up. The next graph shows new home sales for 2023 and 2024 by month (Seasonally Adjusted Annual Rate).

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Sales 70

Wealth Management

SEPTEMBER 25, 2024

Expressive Wealth's Vanessa Martinez details how her journey shaped her commitment to empowering clients through education and comprehensive wealth management.

Financial Planning 101

Financial Planning Wealth Management Education Planning 101

Calculated Risk

SEPTEMBER 25, 2024

From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 11.0 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending September 20, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 11.0 percent on a seasonally adjusted basis from one week earlier.

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Government Accounting Marketing Marketing 67

Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius

4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor

Sales

Wealth Management

SEPTEMBER 25, 2024

In a WealthManagement.com interview, Price also said he didn’t expect PE backer Reverence Capital to sell a majority stake in Osaic “any time soon.

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Advisor Perspectives

SEPTEMBER 25, 2024

Home prices continued to trend upwards in July as the benchmark 20-city index rose for a eighteenth consecutive month to a new all-time high. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.3% increase month-over-month (MoM) and a 5.9% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -0.1% and the YoY was reduced to 0.5%.

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Wealth Management

SEPTEMBER 25, 2024

MMKT is the first to follow the so-called Rule 2a-7—a provision of a 1940s Securities and Exchange Commission law that governs money-market funds.

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Commission Marketing Marketing Government 81

Advisor Perspectives

SEPTEMBER 25, 2024

With the advent of artificial intelligence (AI) in financial services, the pressure to move away from the AUM model is mounting. Has the time come for you to rethink your approach to compensation?

Financial Services 59

Financial Services 59

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

Numbers

Wealth Management

SEPTEMBER 25, 2024

The impact lower rates are likely to have on private credit funds goes beyond an expected decline in yields.

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A Wealth of Common Sense

SEPTEMBER 25, 2024

Today’s Animal Spirits is brought to you by Innovator ETFs and the CME Group: See here for more information on Innovator ETFs suite of risk-managed ETFs and here for more information on CME Group’s valuable educational materials and trading tools On today’s show, we discuss: Future Proof 2024 Yardeni Says Fed Cut Raises Odds of ‘Outright Melt-Up’ in Stocks JPM Guide to ETFs What’s Left.

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Risk Management Education Management 57

Wealth Management

SEPTEMBER 25, 2024

More than 99% of stockholders agreed to the deal, which valued the technology giant to advisors at $4.5 billion.

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Calculated Risk

SEPTEMBER 25, 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 226 thousand initial claims, up from 219 thousand last week. • Also at 8:30 AM, Gross Domestic Product, 2nd Quarter 2024 (Third Estimate), and Corporate Profits (Revised) The consensus is that real GDP increased 3.0% annualized in Q2, unchanged from the second estimate of 3.0%. • Also at 8:30 AM, Durabl

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Sales Manufacturing Banking Marketing 57

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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

Wealth Management

SEPTEMBER 25, 2024

Shared wisdom to apply to your practice.

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Tobias Financial

SEPTEMBER 25, 2024

Join us on Tuesday, October 15th at 12:30 PM Eastern for our Quarterly Market Update Webinar. When : Tuesday, October 15th at 12:30 PM Eastern Registration : Click here to register. Cost : Complimentary After registering, you will receive a confirmation email with instructions for joining the webinar. We look forward to your attendance.

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Marketing Marketing 52

Wealth Management

SEPTEMBER 25, 2024

Harness the expertise and influence of external professionals to strengthen a charity’s planned giving program.

Planning 78

Planning 78

Trade Brains

SEPTEMBER 25, 2024

The world is changing and ever-evolving. Climate change has provoked severe temperatures and environmental changes, impacting all living creatures. To limit the carbon emissions into the atmosphere there are some changes taking place and governments are implementing some policies regarding it. One of the changes is that electric vehicles will replace ICE in the future to reduce emissions.

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Engineering Government Manufacturing Sales 52

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

SEPTEMBER 25, 2024

A surprising trend has emerged when it comes to discussing inheritance. While very and ultra-high-net-worth clients often engage in these conversations, they tend to occur far less frequently with other segments.

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Clients 52

Validea

SEPTEMBER 25, 2024

The NASDAQ 100 has outperformed all the other major indexes for a long time now. Due to its strong run, and the fact that it is dominated by growth companies, many investors think that there aren’t too many fundamentally sound stocks left in the index. But our quantitative models are still seeing value in some names within the index. Validea’s guru system uses 22 quantitative strategies based on historically successful investors like Warren Buffett and Peter Lynch and academic resear

Marketing 52

Marketing Marketing 52

Advisor Perspectives

SEPTEMBER 25, 2024

Care about being a financial “doctor” and don't assume all is well because you have addressed the surface issue. Here are some ways to avoid delivering a poor bedside manner when clients need help.

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Clients 52

Carson Wealth

SEPTEMBER 25, 2024

Matt Hinz, Senior Wealth Advisor, and Jon Read, Senior Wealth Advisor, discuss the importance of maintaining a disaster file when it comes to estate planning. The post Disaster File appeared first on Carson Wealth.

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Wealth Advisor Estate Planning Planning 52

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.

Advisor Perspectives

SEPTEMBER 25, 2024

At risk of understatement, let’s call it a big deal. Microsoft Corp.’s agreement with Constellation Energy Corp. to reopen the Three Mile Island nuclear plant in Pennsylvania could prove highly consequential — for the green-energy transition and much else besides.

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Wealth Management

SEPTEMBER 25, 2024

Discover how advisors are driving organic growth through innovative marketing and strategic tools.

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Marketing Marketing 62

Advisor Perspectives

SEPTEMBER 25, 2024

They say if there’s ever a Silicon Valley Mount Rushmore, the first face to be chiseled into the stone would be that of Gordon Moore. The Intel Corp. co-founder’s famous prediction about the rate at which semiconductors would improve has provided the bedrock to American technology leadership.

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