Nerd's Eye View

NOVEMBER 27, 2024

Charitable giving is an essential aspect of many people's financial lives. Some give through established channels, such as by donating to charities or volunteer work, others may give informally to family members on a regular but less structured basis – and some simply aspire to "do more". Yet, despite the important role that charitable giving can play, studies show that many advisors hesitate to bring up the topic with clients.

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Clients Education Financial Planner Planning 242

The Big Picture

NOVEMBER 27, 2024

Next time you encounter a calm pond or lake with a nice, smooth surface, pick up a rock and toss it into the water. The result will be very predictable: concentric rings will expand out from where the mass disrupts the calm surface. This is how models depict the economy. Once the surface settles down, repeat the exercise. Only this time, have 10 of your friends grab big scoops of rocks of various sizes, from pebbles to boulders, and randomly throw them into the water over minutes, hours, and day

Economy 200

Economy Retail Portfolio Assets 200

Abnormal Returns

NOVEMBER 27, 2024

Podcasts Peter Lazaroff talks with Jason Zweig about neuroeconomics and the future of finance. (peterlazaroff.com) Christine Benz and Amy Arnott and talk with Mark Berg about helping your kids financially. (morningstar.com) Thomas Kopelman and Jacob Turner talk with Daniel Crosby author of "The Soul of Wealth." (podcasts.apple.com) Home buying Good luck trying to time the housing market.

Portfolio 148

Portfolio Financial Planning Estate Planning Planning 148

Calculated Risk

NOVEMBER 27, 2024

The BEA released the Personal Income and Outlays, October 2024 report for October: Personal income increased $147.4 billion (0.6 percent at a monthly rate) in October , according to estimates released today by the U.S. Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $144.1 billion (0.7 percent) and personal consumption expenditures (PCE) increased $72.3 billion (0.4 percent).

Food 121

Food Taxes Economics 121

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.

Accounting

The Big Picture

NOVEMBER 27, 2024

This week, we speak with Michael Morris , cultural psychologist and Chavkin-Chang Professor of Leadership at the Columbia Business School. Prior to joining Columbia, he was a tenured professor at Stanford’s Graduate School of Business and Psychology Department. Morris has published over 200 articles in leading behavioral science journals and has received countless international awards from scholarly societies across several fields.

Consulting 130

Consulting Management Investing Investments 130

Advisor Perspectives

NOVEMBER 27, 2024

Personal income ( excluding transfer receipts ) rose 0.6% in October and is up 4.7% year-over-year. However, when adjusted for inflation using the BEA's PCE Price Index, real personal income (excluding transfer receipts) was up 0.3% month-over-month and up 2.3% year-over-year.

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Wealth Management

NOVEMBER 27, 2024

Open, honest and candid discussion about DOL guidance on AI, the agency’s practice of sharing information with plaintiff’s attorneys, record keeper consolidation helping RPAs grow and more.

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Advisor Perspectives

NOVEMBER 27, 2024

The Conference Board's Consumer Confidence Index® rose in November to the highest level since January. The index increased to 111.7 this month from October's upwardly revised 109.6. This month's reading was slightly lower compared to the 111.8 forecasted.

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Wealth Management

NOVEMBER 27, 2024

Steps to take before the Jan. 1, 2025 filing deadline.

Clients 105

Clients 105

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.

Accounting

Calculated Risk

NOVEMBER 27, 2024

From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey — Mortgage applications increased 6.3 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending November 22, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 6.3 percent on a seasonally adjusted basis from one week earlier.

Economy 69

Economy Sales Marketing Marketing 69

Wealth Management

NOVEMBER 27, 2024

The top 30 safest and wealthiest retirement cities in the United States in 2024.

Retirement 105

Retirement 105

Advisor Perspectives

NOVEMBER 27, 2024

Home prices continued to trend upwards in September as the benchmark 20-city index rose for a twentieth 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 0.2% increase month-over-month (MoM) and a 4.6% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -0.2% and the YoY was -0.6%.

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Wealth Management

NOVEMBER 27, 2024

Don’t run afoul of campaign finance laws.

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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.

Accounting

Advisor Perspectives

NOVEMBER 27, 2024

Credit investors squeezed by the tightest spreads in almost 20 years are opting for bare-bones strategies, creating a boom for Europe’s fixed-maturity funds.

Marketing 64

Marketing Marketing 64

Wealth Management

NOVEMBER 27, 2024

Louis Diamond offers UBS advisors a perspective on the firm’s compensation plan changes, which were announced on Nov. 21.

Compensation Planning 105

Compensation Planning Financial Advisor Planning 105

Calculated Risk

NOVEMBER 27, 2024

From the NAR: Pending Home Sales Climbed 2.0% in October, Third Straight Month of Gains Pending home sales ascended in October – the third consecutive month of increases – according to the National Association of REALTORS®. All four major U.S. regions experienced month-over-month gains in transactions, with the Northeast leading the way. Year-over-year, contract signings increased in all four U.S. regions, led by the West.

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Sales Marketing Marketing 59

Wealth Management

NOVEMBER 27, 2024

Boosted.ai envisions that its new agentic AI, Alfa, will not be an advisor's clone, it could be thought of as a co-worker.

Wealth Management 98

Wealth Management Management 98

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

Calculated Risk

NOVEMBER 27, 2024

Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family and Multi-Family Serious Delinquency Rates Increased in October Excerpt: Single-family serious delinquencies increased slightly in October, and multi-family serious delinquencies increased. Multi-Family Delinquencies Increased, Fannie Rate Matches Highest Since 2011 (ex-Pandemic).

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Wealth Management

NOVEMBER 27, 2024

While some firms struggle with manual processes and paperwork, industry leaders are leveraging automation to scale their practices and deliver exceptional client experiences.

Clients 98

Clients 98

Calculated Risk

NOVEMBER 27, 2024

From the BEA: Gross Domestic Product, Third Quarter 2024 (Second Estimate) and Corporate Profits (Preliminary) Real gross domestic product (GDP) increased at an annual rate of 2.8 percent in the third quarter of 2024 , according to the "second" estimate released by the U.S. Bureau of Economic Analysis. In the second quarter, real GDP increased 3.0 percent.

Economics 59

Economics Investing Investments 59

Leading Advisor

NOVEMBER 27, 2024

Life insurance professionals often face emotional and psychological challenges that can make connecting with clients difficult. The Shame of Selling can create barriers that prevent… The post Is the Shame of Selling Preventing Clients from Getting the Protection They Need? appeared first on Leading Advisor - Simon Reilly.

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Clients Insurance Financial Advisor 52

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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.

Planning

Advisor Perspectives

NOVEMBER 27, 2024

VettaFi spoke recently with Nate Williams, a vice president and ETF specialist with Franklin Templeton, about the growth of its ETF business.

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A Wealth of Common Sense

NOVEMBER 27, 2024

Today’s Animal Spirits is brought to you by Global X: See here for more information on the full suite of Global X AI Ecosystem ETFs On today’s show, we discuss: Silicon Valley Tech Boom Lifts California’s Dreary Budget View Boom: Bubbles and the End of Stagnation Musk and Ramaswamy race to build a ‘DOGE’ team for war with Washington Investors confusing Bluesky with Toronto blockchain firm se.

Budgeting 52

Budgeting 52

Advisor Perspectives

NOVEMBER 27, 2024

The U.S. economy grew in line with expectations during the third quarter of this year. Real gross domestic product increased at an annual rate of 2.8% in Q3 2024, according to the second estimate. The latest estimate is in line with the forecasted 2.8% growth and is below the Q2 2024 GDP final estimate of 3.0%.

Economy 52

Economy 52

YouSet Insurance

NOVEMBER 27, 2024

Tenant insurance policies cover some types of sudden and accidental water damage. Find out which types are and aren’t covered in this blog.

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Insurance 40

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!

Management

Advisor Perspectives

NOVEMBER 27, 2024

Treasury Secretary Janet Yellen came under fire this year from economists such as Nouriel “Dr. Doom” Roubini for stepping up the issuance of short-term Treasury bills.

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Abnormal Returns

NOVEMBER 27, 2024

Markets The stock market is having its two best back-to-back years since the Dotcom boom. (sherwood.news) Americans are wicked bullish. (axios.com) Markets are, for now, shrugging off tariff threats. (sherwood.news) Fund management How a portfolio manager allocates trades matters. (morningstar.com) Tom Lee's Granny Shots US Large Cap ETF ($GRNY) is live.

Math 148

Math Portfolio Management Portfolio Government 148

Advisor Perspectives

NOVEMBER 27, 2024

We call them “Silicon Valley rivals,” but when you think about it, the big tech titans have mostly stayed in their respective lanes for the past 20 years.

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