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.
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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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.
Advisor Perspectives
SEPTEMBER 25, 2024
News of that day included rioting in northern England, apparently in response to misinformation spread online claiming the person who stabbed to death three children and injured eight others in Southport was a Muslim immigrant.
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.
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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Calculated Risk
SEPTEMBER 25, 2024
The Census Bureau reports New Home Sales in August were at a seasonally adjusted annual rate (SAAR) of 716 thousand. The previous three months were revised up. Sales of new single-family houses in August 2024 were at a seasonally adjusted annual rate of 716,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
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.
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?
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.
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.
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.
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.
Advisor Perspectives
SEPTEMBER 25, 2024
Taxes may be the biggest fee your tax-sensitive clients are paying on their investment portfolios. And neither they nor you, their advisor, may be aware of just how big that fee is.
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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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
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
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.
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%.
Wealth Management
SEPTEMBER 25, 2024
Discover how advisors are driving organic growth through innovative marketing and strategic tools.
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
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.
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.
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.
Wealth Management
SEPTEMBER 25, 2024
Harness the expertise and influence of external professionals to strengthen a charity’s planned giving program.
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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.
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.
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.
Random Roger's Retirement Planning
SEPTEMBER 25, 2024
John Rekenthaler wrote an article at Morningstar about smart beta or factor funds or as Morningstar calls them strategic beta funds that looks at the space in a manner that is shortsighted. A spoiler, I'm not making an argument for factor funds really but the article missed an opportunity to talk about them in a constructive manner. Excerpt: What I overlooked, though, was whether smart-beta investors would choose well.
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.
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!
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
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.
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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