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

Marketing 336

Marketing Marketing Media Investing 336

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 277

Financial Advising Commission Food Economy 277

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

Assets 246

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.

Wealth Management 264

Wealth Management Commission Management Clients 264

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

Wealth Management

MARCH 18, 2024

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

Estate Planning 126

Estate Planning Planning Clients 126

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.

Media 126

Media 126

The Irrelevant Investor

MARCH 18, 2024

Stocks in the United States are more expensive than they used to be. Like, a lot more. You used to be able to buy a blue-chip company for fifteen times earnings. There was a time, a normal non-recessionary time, when you could buy the S&P 500 for fifteen times earnings. Prior to the dotcom bubble, there was only one instance when U.S. stocks traded at 25x times inflation-adjusted earnings over the previous decade.

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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.

Commission 122

Commission Management Investing Investments 122

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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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

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

Startup 121

Startup 121

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

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

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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 97

Food Marketing Marketing Economy 97

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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

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

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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Wealth Management

MARCH 18, 2024

The most pressing tax law developments of the past month.

Taxes 105

Taxes 105

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 85

Economics Government 85

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

Wealth Management

MARCH 18, 2024

Tips for fiduciaries selling items in a decedent’s estate.

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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

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

Marketing 105

Marketing Marketing Clients 105

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?

Compliance 80

Compliance Financial Planning Planning Management 80

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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

Wealth Management

MARCH 18, 2024

Help clients identify gaps in coverage.

Insurance 105

Insurance Assets Planning Clients 105

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 78

Wealth Management

MARCH 18, 2024

What do they do, and why are they unique?

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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

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

Wealth Management

MARCH 18, 2024

Especially in 401(k) plans.

Financial Services 104

Financial Services Planning 104

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

Sales 69

Sales Marketing Marketing 69

Wealth Management

MARCH 18, 2024

Balancing transfer tax and income tax considerations for artists.

Taxes 104

Taxes 104