Abnormal Returns
SEPTEMBER 13, 2024
Listening The 'Acquired' podcast is selling out arenas with the help of Zuck. (nytimes.com) Podcast 'historians' aren't bound by anything resembling the truth. (theatlantic.com) Economy Jack Forehand and Matt Zeigler talk with Ed Yardeni about the potential for a 'Roaring 20's.' (youtube.com) James Pethokoukis talks American dynamism with Katherine Boyle who is a general partner at VC giant Andreessen Horowitz.
Nerd's Eye View
SEPTEMBER 13, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice. Which means that while many fee-only RIAs use the reduced conflicts that come with the fee-only model (as opposed to firms that receive compensation from commissions and other sources) as a key marketing talking point, the fact rem
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Abnormal Returns
SEPTEMBER 13, 2024
Google What happens if Google loses its antitrust case? (thebignewsletter.com) Google Search is now adding links to archived websites in the Internet Archive’s Wayback Machine. (theverge.com) How the Google and Apple app ecosystems compare. (genuineimpact.substack.com) Companies Zuck DGAF any more. (sherwood.news) Does Intel ($INTC) need Microsoft ($MSFT) to save it?
The Big Picture
SEPTEMBER 13, 2024
 This week, we speak with David Rubenstein , Co-Founder and Co-Chairman of The Carlyle Group , which manages over $426 billion is private equity, credit and venture funds. Prior to forming the firm in 1987, David practiced law and served as Deputy Assistant to the President for Domestic Policy, as well as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments.
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.
Calculated Risk
SEPTEMBER 13, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-September 2024 A brief excerpt: This 2-part overview for mid-September provides a snapshot of the current housing market. I always focus first on inventory, since inventory usually tells the tale ! Here is a graph of new listing from Realtor.com’s August 2024 Monthly Housing Market Trends Report showing new listings were down 0.9% year-over-year in August.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
SEPTEMBER 13, 2024
Tech executives discuss use cases, experiences and the future of artificial intelligence during the CTO Panel at the WealthManagement.com Industry Awards Executive Forums.
Advisor Perspectives
SEPTEMBER 13, 2024
Consumer sentiment rose to its highest reading since May 2024, according to the preliminary September report for the Michigan Consumer Sentiment Index. The index rose 1.1 points (1.6%) from August's final reading to 69.0. The latest reading was above the forecast of 68.3.
Wealth Management
SEPTEMBER 13, 2024
Additional services can justify fees to clients, but RIA owners must also prove those services benefit their bottom lines.
Calculated Risk
SEPTEMBER 13, 2024
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in August A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to August 2019 for each local market (some 2019 data is not available). This is the second look at several early reporting local markets in August.
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.
Wealth Management
SEPTEMBER 13, 2024
In other news, Betterment rebrands advisor unit, Janney builds a new portfolio construction tool and other announcements.
Calculated Risk
SEPTEMBER 13, 2024
From BofA: Since our last weekly publication, our 3Q GDP tracking estimate remains unchanged at 2.3% q/q saar while our 2Q GDP tracking estimate went down two-tenths to 2.8% q/q saar. [Sept 13th estimate] emphasis added From Goldman: We lowered our Q3 GDP forecast to 2.5% (qoq ar) [Sept 10th estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2024 is 2.5 percent on September 9, up from 2.1 percent on S
Wealth Management
SEPTEMBER 13, 2024
Why entrust such a big-ticket financial item solely to the whims of a teenager?
Truemind Capital
SEPTEMBER 13, 2024
I met a client whose father passed away recently. He had no idea of where the investments were made by his father. After a lot of trouble, he could access a few details from his father’s email inbox and WhatsApp messages. The investments were all over the place and he was not even sure if all the assets were accounted for. Check out these mind-boggling numbers from India : – Despite tech initiatives and public awareness campaigns, the unclaimed monies held by public and private secto
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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.
Wealth Management
SEPTEMBER 13, 2024
More marketing is not the solution to organic growth for most advisors.
Trade Brains
SEPTEMBER 13, 2024
The Indian equities market is heavily impacted by Foreign Institutional Investors (FIIs) and Foreign Portfolio Investors (FPIs). They are currently investing billions, which affects the mood of the market and stock prices. Stocks frequently respond favorably to FII investments, driving up prices. As FPIs look for possibilities in India’s expanding economy, this trend keeps going.
Advisor Perspectives
SEPTEMBER 13, 2024
The Federal Reserve is likely to lower interest rates by a quarter-point next week and at each of the two meetings that follow, according to economists surveyed by Bloomberg News.
Random Roger's Retirement Planning
SEPTEMBER 13, 2024
Dan Solin wrote an article for Advisor Perspectives titled It's Increasingly Difficult To Defend Your Complex Portfolio. Dan is a big fish but there are still things in the article that we can dig into and push back on. With regard to complexity, generally I hope that long time and frequent blog readers will recall my preference for a lot of simplicity hedged with a little bit of complexity.
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
Advisor Perspectives
SEPTEMBER 13, 2024
The S&P 500 finished the week ending September 13 up 4.02% from last Friday. The index is currently 0.73% off its record close from July 16th, 2024 and is now up 18.62% year-to-date.
NAIFA Advisor Today
SEPTEMBER 13, 2024
On September 5th, the city of Fargo was home to the second annual Building Business Together (BBT) conference hosted by E4 Insurance Services. The event brought together a dynamic mix of industry professionals, thought leaders, and esteemed guests. This year's BBT conference also marked the milestone celebration of their newly awarded title, Financial Security Champion of the Year , bestowed by NAIFA.
Advisor Perspectives
SEPTEMBER 13, 2024
In a niche corner of the bond market, an almost $140 billion wave of maturing debt is poised to lend momentum to what is already one of Wall Street’s hottest hedge fund trades.
Carson Wealth
SEPTEMBER 13, 2024
Seasonal market volatility is here. Historically, September is the worst month of the year for the stock market. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about what investors can expect. Highlights include: September and October tend to see market volatility during presidential elections The Fed is adjusting policy now that inflation is under control, but employment risks have started We’re likely to see a Fed
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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.
Advisor Perspectives
SEPTEMBER 13, 2024
The single-stock ETF frenzy is going global, with a new bid to launch products that give US traders a way to bet directly on overseas companies — without fretting about currency risk.
Trade Brains
SEPTEMBER 13, 2024
Arkade Developers Limited Company is coming up with an IPO size of Rs. 410 crore. The entire amount will be a fresh issue. The IPO will open on 16th September 2024 and close on 19th September 2024. It will be listed on the exchange on 24th September 2024. In this article, we will look at the Arkade Developers IPO 2024 and analyze its strengths and weaknesses.
Advisor Perspectives
SEPTEMBER 13, 2024
As we approach the end of 2024, the latest Consumer Price Index (CPI) report from the Bureau of Labor Statistics (BLS) has provided us with critical insights into the health of the U.S. economy, particularly concerning inflation.
Validea
SEPTEMBER 13, 2024
Validea’s Peter Lynch strategy is based on the investment philosophy of legendary fund manager Peter Lynch, who ran Fidelity’s Magellan Fund from 1977 to 1990. The strategy focuses on identifying companies with strong growth potential at reasonable prices, often referred to as “growth at a reasonable price” or GARP investing.
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
SEPTEMBER 13, 2024
Investors are using their massive cash piles to lock in attractive yields in global bond markets, helping to limit losses in the asset class, according to Mohamed El-Erian.
Validea
SEPTEMBER 13, 2024
Below is our trend following update for September of 2024. Our trend following system uses multiple moving averages to identify the long-term trend in a variety of equity indexes, asset classes, sectors and investment styles. All the major asset classes and equity indexes remain in uptrends with the exception of commodities. All sectors remain in uptrends according to our system.
Advisor Perspectives
SEPTEMBER 13, 2024
How are bull and bear markets defined and how should you approach them as an investor?
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