Nerd's Eye View
MARCH 29, 2024
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey suggests Americans are increasingly prioritizing work-life balance over higher salaries, with 2/3 of respondents indicating that they would rather work at a job that they loved rather than a job they disliked but paid more money.
A Wealth of Common Sense
MARCH 29, 2024
I got a new credit card this week. What can I say? I’m a sucker for a good sign-up bonus and the free bags on American flights will basically pay for the annual fee. A new card always comes with a lot of paperwork. They have all sorts of numbers to run by you, along with plenty of fine print. As a personal finance junkie, I always like to thumb through this stuff.
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Wealth Management
MARCH 29, 2024
In a gender-based look at saving for retirement, the bank found some signs of improvement amid ongoing challenges faced by women.
Alpha Architect
MARCH 29, 2024
Strong empirical evidence demonstrates that momentum (both cross-sectional and time-series) provides information on the cross-section of returns of many risk assets and has generated alpha relative to existing asset pricing models. Economic Momentum was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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.
Meb Faber Research
MARCH 29, 2024
Guest: Steve Edmundson is the Chief Investment Officer at the Public Employees’ Retirement System of Nevada (NVPERS), overseeing over $60 billion in assets. Recorded: 3/18/2024 | Run-Time: 48:01 Summary: As pension funds continue to hire more employees, pay more and more fees and build more complex portfolios, Steve is an outlier for his approach that emphasizes […] The post Episode #526: Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy appeared first on Meb Faber
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Calculated Risk
MARCH 29, 2024
From the BEA: Personal Income and Outlays for February: Personal income increased $66.5 billion (0.3 percent at a monthly rate) in February , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $50.3 billion (0.2 percent) and personal consumption expenditures (PCE) increased $145.5 billion (0.8 percent).
Wealth Management
MARCH 29, 2024
After passing $7 billion in 2024, ASN has added two teams and another $135 million in assets.
Random Roger's Retirement Planning
MARCH 29, 2024
Return Stacked ETFs wrote a short paper in support of their ETF suite about how to incorporate return stacking into a portfolio. For anyone new, return stacking, also known as capital efficient, involves leverage to build a diversified portfolio. Return Stacked currently has three funds. RSBT is 100% bonds and 100% managed futures. RSST is 100% equities and 100% managed futures.
Wealth Management
MARCH 29, 2024
Mohan Gurupackiam, CIO of $32 billion AUM Steward, shares how evaluating and adopting new technology strengthens the firm.
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.
Clever Girl Finance
MARCH 29, 2024
When you are paid on a biweekly basis, it may make sense to create a biweekly budget. A biweekly budget is perfect for those who get paid every other week. You can structure your budget around your paychecks so you don’t miss anything with your money, and you can find out how here! Table of contents What is a biweekly budget? How does a biweekly budget work?
Wealth Management
MARCH 29, 2024
Christopher Turean used the money he embezzled from an unnamed client to gamble and pay down a home equity loan, according to the Department of Justice.
Clever Girl Finance
MARCH 29, 2024
Interest is no fun unless you are earning it. When you have to pay for it, it can be a major hindrance. It’s even worse when you have capitalized interest that starts to compound. So how do you avoid that? Keep reading to learn more about how capitalized interest works and how borrowers can avoid it or pay it off on their student loans. Table of contents What is capitalized interest?
Wealth Management
MARCH 29, 2024
Plus multiple enhancements at Interactive Brokers; FP Alpha and PreciseFP, and EagleBrook and Franklin Templeton deepen partnerships respectively.
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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.
Darrow Wealth Management
MARCH 29, 2024
If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes. In years when not subject to the AMT, you can receive an AMT credit. The credit reduces your tax liability to reflect prepaid tax. Here’s a summary of how exercising ISOs can trigger the alternative minimum tax – with examples.
Clever Girl Finance
MARCH 29, 2024
When you’re budgeting and want to boost your savings, the last thing you might consider doing is spending more money. But there are situations where choosing quality over quantity can actually help you save more in the long run. Keep reading to learn more! Table of contents Quality over quantity meaning How spending more can save you money in the long run 10 Quality over quantity examples Expert tip: Be consistent in your choices on quality Why choosing quality improves your life: 6 Reasons What
Calculated Risk
MARCH 29, 2024
Here is a graph of the year-over-year change in shelter from the CPI report and housing from the PCE report this morning, both through February 2024. CPI Shelter was up 5.8% year-over-year in February, down from 6.1% in January, and down from the cycle peak of 8.2% in March 2023. Housing (PCE) was up 5.8% YoY in February , down from 6.1% in January, and down from the cycle peak of 8.3% in April 2023.
Trade Brains
MARCH 29, 2024
Bharti Hexacom IPO Review 2024: Bharti Hexacom is coming up with its IPO issue of Rs. 4,275 Cr which will open on 3rd April 2024. The issue will close on 5th April and be listed on the exchange on 12th April 2024. This article will analyze the Financials, GMP, strengths and weaknesses of the Bharti Hexacom Limited IPO Review 2024. Keep reading to find out!
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
Calculated Risk
MARCH 29, 2024
From BofA: 1Q GDP tracking remained at 2.2% q/q saar largely due to downward revisions to core capital goods orders and shipments and lower than expected core capital goods shipments being offset by higher than expected manufacturing inventories in the February durable goods print [Mar 28th estimate] emphasis added From Goldman: After incorporating this morning’s data and yesterday’s GDP release, we have increased our Q1 GDP tracking estimate by 0.3pp to +2.1% (qoq ar) , reflecting stronger cons
Darrow Wealth Management
MARCH 29, 2024
If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes. In years when not subject to the AMT, you can receive an AMT credit. The credit reduces your tax liability to reflect prepaid tax. Here’s a summary of how exercising ISOs can trigger the alternative minimum tax – with examples.
Calculated Risk
MARCH 29, 2024
Today, in the Calculated Risk Real Estate Newsletter: FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores A brief excerpt: Here are some graphs on outstanding mortgages by interest rate, the average mortgage interest rate, borrowers’ credit scores and current loan-to-value (LTV) from the FHFA’s National Mortgage Database through Q4 2023 (released this morning).
Sara Grillo
MARCH 29, 2024
If you are frustrated by marketing failures, or feel like you are throwing away money on marketing that doesn’t work, here are the reasons why. Stop throwing money away! Question from a subscriber: “ I spent $1k on marketing and got zero leads. Should I stop marketing ?” Nah. You should not necessarily stop marketing, but you should press the “pause” button until you figure out why it failed.
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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.
NAIFA Advisor Today
MARCH 29, 2024
Out of the work that NAIFA has done through its Limited & Extended Care Planning Center spearheaded by Carroll Golden , best-selling author of three books on funding a dignified life and caregiving, as well as the organizer of NAIFA's Legislative Working Group that focuses on state and federal issues that will affect producers, we are proud to announce that we're continuing to expand our work in the Medicare space by partnering with Medicarians Vegas 2024.
Sara Grillo
MARCH 29, 2024
Question from a member, “I have less than 500 followers on LinkedIn. Should I get 500 just so my profile page says “500+ followers?“ While it’s important to grow your network on LinkedIn, “growth for growth’s sake” doesn’t make any sense. I’d rather see you have 30 connections if they are on the same mission […] To access this post, you must purchase Membership Prime Portal.
Advisor Perspectives
MARCH 29, 2024
Pending sales of previously-owned homes in the US recovered last month after declining at the start of the year, adding to evidence that the housing market is gradually improving.
Sara Grillo
MARCH 29, 2024
Here’s how to handle a financial planning fee objection. Don’t get talked down – follow these steps! Financial planning fees can be hard to justify Question from a subscriber: “Prospects all say my financial planning fee is too high, and try to negotiate down.” The issue here is most likely they have no idea what they are actually getting for the financial planning fee they are about to pay.
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 29, 2024
Ray Dalio warned that China should cut its debt and ease monetary policy or face “a lost decade.
Sara Grillo
MARCH 29, 2024
Use your out-of-office response as a way to make people laugh ; it conveys positive energy. Why does your out-of-office message matter? Every touch you have with a client or prospect is branding. It does not matter how small an element it is. Your brand should convey energy and better if it is positive energy. Why? Positive people are rare. Try being so positive in your business, that people think you are on crack.
Advisor Perspectives
MARCH 29, 2024
The dollar is poised for its best quarter since late 2022 as Federal Reserve officials push back against the latest bout of rate-cut wagers.
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