The Big Picture

MARCH 18, 2024

There has been a lot of chatter about magazine covers lately; I thought I might clarify some of the with this post, originally published in Bloomberg on December 27, 2017, along with commentary from Ben and Josh addressing the sdame issue. The key takeaway: The value of the signal here is just about zero. The 2017 Barron’s cover (above) showing Apple’s extravagant new headquarters and suggesting that the company’s market value would reach $1 trillion in 2018 generated some chat

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Marketing Marketing Media Investing 335

Abnormal Returns

MARCH 18, 2024

IPOs Apple ($AAPL) and Google ($GOOGL) are exploring putting Google's AI on the iPhone. (spyglass.org) A closer look at Reddit's risks. (wired.com) Housing Austin's housing market is cooling off. (wsj.com) How home buying is going to change with a new commission regime. (thebasispoint.com) Economy National homebuilder confidence ticked up in March. (insights.finominal.com) Disruption of the Suez Canal is real.

Financial Advising 274

Financial Advising Commission Food Economy 274

Nerd's Eye View

MARCH 18, 2024

Soliciting prospect referrals can often be an effective way for financial advisors to grow their firms with clients who are ready to act and who will benefit from the firm since many referrals come from sources that are familiar not just with the advisor and the services they offer, but also with the prospect being referred and the needs they seek. This is particularly true when referrals come from Centers of Influence (COIs) – professionals who are trusted by their circles to influence id

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Assets Media Professional Services Financial Advisor 246

Abnormal Returns

MARCH 18, 2024

Podcasts Brendan Frazier talks with Julie Littlechild, founder and CEO of Absolute Engagement, about creating meaningful conversations. (wiredplanning.com) Ben Johnson and Julie Willoughby talk with Tony Davidow who is a senior alternative investment strategist for the Franklin Templeton Institute. (open.spotify.com) The biz Despite the headlines, Fidelity is still hiring.

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Wealth Management Commission Clients Management 262

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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

Calculated Risk

MARCH 18, 2024

Altos reports that active single-family inventory was up 1.3% week-over-week. Inventory bottomed in mid-February, as opposed to mid-April in 2023, and inventory is now up 2.7% from the 2024 February bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of March 15th, inventory was at 507 thousand (7-day average), compared to 501 thousand the prior week.

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Wealth Management

MARCH 18, 2024

The commission accused Global Predictions and Delphia of “AI washing,” making misleading claims about how they each used artificial intelligence in managing investments.

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Commission Management Investing Investments 122

Cornerstone Financial Advisory

MARCH 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Cornerstone Financial Advisory, LLC Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide Tuesday was the only bright spot during the week as stock prices rose after the Labor Department report showed the Consumer Price Index rose 3.2% in February compared with a year earlier.

Marketing 105

Marketing Marketing Taxes Economics 105

Wealth Management

MARCH 18, 2024

Franklin Templeton's Tony Davidow shares insights on the increasing accessibility of alternative strategies and the role of private credit, private equity and real estate in diversified portfolios.

Wealth Management 114

Wealth Management Management Investing Investments 114

Carson Wealth

MARCH 18, 2024

Stocks Still in a Sweet Spot The S&P 500 was down for the second consecutive week last week, but even combined declines were modest at just -0.3%. A pause is normal and even healthy for a bull market. In addition, several signs continue to indicate an overall healthy market. Year-to-date gains are in the “Goldilocks” range — strong but not too strong — and the market is exhibiting solid participation across stocks, sectors, and regions.

Food 96

Food Marketing Marketing Economy 96

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

Wealth Management

MARCH 18, 2024

Chicago-based firm M1 Finance will pay $850,000 to settle charges it didn't supervise paid social media influencers' posts.

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Media 126

XY Planning Network

MARCH 18, 2024

We're excited to share another member story from our "How I Did It" series. Deciding to take the leap to start your own financial planning firm can be very scary. And actually "leaping" can feel overwhelming. There are so many decisions and responsibilities. How am I going to make this work? What business model should I use? How do I manage compliance?

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Compliance Financial Planning Planning Management 85

Wealth Management

MARCH 18, 2024

Estate planning is far more than a legal formality for business owners, art collectors and aging clients.

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Estate Planning Planning Clients 126

A Wealth of Common Sense

MARCH 18, 2024

Today’s Talk Your Book is presented by Invesco QQQ: On today’s show, we are joined by Ryan McCormack, Factor and Core Equity Strategist and Paul Schroeder, QQQ Equity Product Strategist at Invesco to discuss everything Nasdaq 100. On today’s show, we discuss: The creation of the Nasdaq 100 How the QQQ ticker came about Why certain companies list with the Nasdaq and end up in the Nasdaq 100 How investor.

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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

Wealth Management

MARCH 18, 2024

The tactic can help investors with concentrated positions, but historically, it has only been available to HNW investors.

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Startup 121

Advisor Perspectives

MARCH 18, 2024

Gold prices have done well around Fed easing cycles. In addition, inflation concerns and high interest rates make the year-ahead gold return forecast attractive.

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Wealth Management

MARCH 18, 2024

A slightly unorthodox approach for collaborative advisors when working with baby boomers.

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Alpha Architect

MARCH 18, 2024

Our analysis highlights the importance of short campaigns for understanding the economic impact of activist hedge funds. Short Campaigns by Hedge Funds was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Economics 84

Economics Government 84

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

MARCH 18, 2024

Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic. The following graphs are for inbound and outbound traffic at the ports of Los Angeles and Long Beach in TEUs (TEUs: 20-foot equivalent units or 20-foot-long cargo container).

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Retail 76

Advisor Perspectives

MARCH 18, 2024

While investing strategies should be consistent, changes in markets and the economy make some advice more relevant than it was in the past. Here are the top 10 things I’m telling clients.

Clients 72

Clients Economy Investing Investments 72

Wealth Management

MARCH 18, 2024

The lack of a widely recognized professional accreditation in the cryptocurrency industry has left a vacuum that a variety of organizations are trying to fill.

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Advisor Perspectives

MARCH 18, 2024

It is essential to have open and honest pre-wedding conversations about both partners’ personal finances and attitudes about money.

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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

Calculated Risk

MARCH 18, 2024

Today, in the Calculated Risk Real Estate Newsletter: "The Lock-In Effect of Rising Mortgage Rates" A brief excerpt: Here is new working paper from Federal Housing Finance Agency (FHFA) staff Ross M. Batzer Jonah R. Coste William M. Doerner Michael J. Seiler quantifying the impact of the “lock-in effect”: The Lock-In Effect of Rising Mortgage Rates And here is their conclusion: This paper finds that for every percentage point that market mortgage rates exceed the origination interest rate, the p

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Sales Marketing Marketing 67

Advisor Perspectives

MARCH 18, 2024

A lack of existing inventory coupled with strong buyer demand and falling mortgage rates have led to increased builder confidence for a fourth straight month. The National Association of Home Builders (NAHB) Housing Market Index (HMI) rose to 51 this month, its highest level in 8 months. The latest reading came in above the forecast of 48.

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Marketing Marketing 69

Financial Symmetry

MARCH 18, 2024

In the realm of estate planning, many people in the United States have heard of the estate tax but think it does not apply to them, instead seeing it as an issue for the “1 percenters.” They are partially correct … Continued The post A Hidden Tax: Does Your State Have Its Own Estate or Inheritance Tax? appeared first on Financial Symmetry, Inc.

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Taxes Estate Planning Planning 64

Wealth Management

MARCH 18, 2024

Collectors and high-net-worth clients must comply with new requirements.

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Marketing Marketing Clients 105

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

Calculated Risk

MARCH 18, 2024

From Matthew Graham at Mortgage News Daily: Mortgage Rates Inch to March Highs Rates marched higher to the highest levels in March today, but most lenders are only microscopically worse off than Friday afternoon. In the slightly bigger picture rates have moved up roughly a quarter of a percent in just over a week and that's a relatively quick move. We already know the Fed will not be cutting rates.

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Wealth Management

MARCH 18, 2024

The most pressing tax law developments of the past month.

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Taxes 105

Calculated Risk

MARCH 18, 2024

From the MBA: Share of Mortgage Loans in Forbearance Holds Steady at 0.22% in February The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of February 29, 2024. According to MBA’s estimate, 110,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.1 million borrowers since March 2020.

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Portfolio Planning Taxes Numbers 62