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Markets 7 lessons from 2024 including 'Returns are lumpy.' (bilello.blog) The stock market is up big in 2024, but these stocks are down big. (sherwood.news) Annual outlooks It's always going to be a 'stockpicker's market' in strategist investment outlooks. (ft.com) Every asset manager's annual outlook reads the same. (behaviouralinvestment.com) Financial writing Nick's favorite investment writing from 2024 including 'No Regrets' by Jonathan Clements.
By Jennifer P. Mann, MBA, CFP I find that so many of my clients, regardless of income, have no idea how much money they are saving. Early in my career, this created quite the challenge in developing a proper plan. First, I would ask clients how much they were saving each year for retirement. They knew what they were putting directly into their retirement accounts, but I wanted to know how much of their income they were saving for the future.
Guest: Nikolee Turner , MEd, MBA, Managing Director, Business Consultant, Advisor Services at Charles Schwab. In a nutshell: There’s an old saying that a good deal makes both sides unhappy. But, by some estimates, as many as half of the RIA owners who have sold their firms recently have reported seller’s remorse. And in an M&A transaction, you can bet that if something isn’t sitting right with the seller, there are probably a significant number of RIA buyers who are struggl
Are you looking for a unique way to strengthen client connections? The holiday season is the perfect time to host an event and do just that. Hosting a holiday event not only showcases your gratitude but also reinforces your personal connection with your clients. To help you plan a memorable and enjoyable event, we’ve gathered some of the best ideas from your peers.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Guest: Kendra Wright, owner of Rebel Media Agency , a marketing company specializing in financial professionals. In her prior life, Kendra worked in rock n roll marketing for some of the biggest names in music (Willie Nelson, Motley Crue, Matchbox Twenty, and more). In a Nutshell: Great copy means you’ll never experience a failure to communicate.
Protect Your Rankings: Navigating AI Content Risks in 2025 Googles ongoing algorithm updates are changing how businesses create and share content, making it more critical than ever for financial advisors to stand out with genuine, high-quality material. Advisors relying solely on AI-generated content risk lower rankings and diminished credibility as Google increasingly prioritizes originality, expertise, and user value.
Despite lagging behind in market performance, smaller companies’ underlying business strength remains solid. This disconnect has created numerous investment opportunities among smaller companies that often get overlooked in favor of well-known large companies. At Validea, we evaluate stocks using 22 different quantitative models. These models are derived from the investment approaches of legendary investors like Warren Buffett and Peter Lynch, as well as proven academic research.
Despite lagging behind in market performance, smaller companies’ underlying business strength remains solid. This disconnect has created numerous investment opportunities among smaller companies that often get overlooked in favor of well-known large companies. At Validea, we evaluate stocks using 22 different quantitative models. These models are derived from the investment approaches of legendary investors like Warren Buffett and Peter Lynch, as well as proven academic research.
By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy The emotional and psychological benefits of charitable giving are well documented. It can feel very rewarding to make a difference in the world, and there are many worthy organizations that depend heavily on private funding. But there are also financial benefits that can go along with charitable giving.
Key Highlights We will discuss how to build a strong brand identity and use referrals to attract clients. You will learn how to use digital tools to boost your online presence. We will also explore content marketing to help you stand out in your field. Find out why personalizing your approach is important for advisors. Learn how to tailor your messages for different clients.
Welcome everyone! Welcome to the 415th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Erika Wood. Erika is the Director of Wealth Management of VisionPoint Advisory Group, a hybrid advisory firm based in Dallas, Texas, that oversees approximately $3 billion in assets under advisement for both 780 client households and for retirement plans.
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Retail Why retail order flow is so profitable to trade against. (klementoninvesting.substack.com) More evidence that retail investors are bad market timers. (wsj.com) How investor flows react to past performance. (klementoninvesting.substack.com) Are zero-day options becoming a systemic risk? (bankunderground.co.uk) Behavior Business owners shift some of their consumption spending onto the firms they control.
The transcript from this weeks, MiB: David Roux, BayPine, Silver Lake Partners , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio.
My first experience in the finance world was working for a team of sell side analysts. These are the research teams who cover certain stocks within a specific sector of the market.1 They produce research on each company while providing price targets and buy/sell/hold ratings. As an impressionable youth in the finance world, I assumed the people paying for this research did so for the price targets and strong buy or sell r.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Sorry for the brief hiatus. I’ve had my head down working on my new book which is due in a few weeks here. I am having a blast writing it which is either indicative of my own delusions or something readers will really enjoy. Perhaps both. Anyhow, here are some things I am thinking about in addition to my book: 1) The Strategic Bitcoin Reserve.
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