Abnormal Returns
JULY 24, 2024
Podcasts Peter Lazaroff talks with Darius Foroux, author of "The Stoic Path to Wealth: Ancient Wisdom for Enduring Prosperity." (peterlazaroff.com) Larry Wilmore talks with Scott Galloway author of "The Algebra of Wealth." (theringer.com) Noah Kagan talks with Bill Perkins author of "Die With Zero." (noahkagan.com) Dan Haylett talks about repurposing your life in retirement with Suzanne Campi.
The Big Picture
JULY 24, 2024
At The Money: Behavior Beats Intelligence (July 24, 2024) We focus most of our investing efforts on information and knowledge. But is that where we generate the highest ROI? As it turns out, managing your behavior has a much greater impact on your returns than does any single data point. Full transcript below : ~~~ About this week’s guest: Morgan Housel is a partner at the Collaborative Fund and author of “ The Psychology of Money: Timeless lessons on wealth, greed, and happiness.
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Abnormal Returns
JULY 24, 2024
Strategy For investors, inflation is the enemy. (disciplinefunds.com) Three investment myths, debunked. (morningstar.com) Crypto A big opening day for spot Ethereum ETFs. (theblock.co) An option for those who still want to custody their own Bitcoin. (theblock.co) AI Charlie Warzel, "Whether you believe that AI executives are delusional or genuinely on the verge of constructing a superintelligence, you should be concerned about how much power they’ve amassed.
Nerd's Eye View
JULY 24, 2024
When the original SECURE Act was passed in December 2019, it brought sweeping changes to the post-death tax treatment of qualified retirement accounts. One of the biggest changes was to eliminate the prior "stretch" treatment of post-death distributions for most non-spouse beneficiaries, who are now subject to the so-called 10-Year Rule requiring beneficiaries to fully distribute inherited retirement accounts by the end of the 10th year following the original account owner's death.
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.
Wealth Management
JULY 24, 2024
Robert A. Stanger & Co. raised its forecast for the year after strong inflows during the first half of 2024.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JULY 24, 2024
The agency continues to ramp up its enforcement efforts.
Calculated Risk
JULY 24, 2024
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Decrease to 617,000 Annual Rate in June Brief excerpt: The Census Bureau reports New Home Sales in June were at a seasonally adjusted annual rate (SAAR) of 617 thousand. The previous three months were revised up sharply, combined. The next graph shows new home sales for 2023 and 2024 by month (Seasonally Adjusted Annual Rate).
Wealth Management
JULY 24, 2024
Emigrant Partners' Liz Nesvold details the three areas firms need to focus on to ensure future success.
Advisor Perspectives
JULY 24, 2024
Here’s how to conduct yourself as an advisor if you want to demonstrate that you care about your clients.
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
JULY 24, 2024
Investment Advisors Financial Group sought more autonomy, which led them to the IBD. It’s the latest team to leave Osaic after the firm’s rebranding from Advisor Group.
Calculated Risk
JULY 24, 2024
The Census Bureau reports New Home Sales in June were at a seasonally adjusted annual rate (SAAR) of 617 thousand. The previous three months were revised up sharply, combined. Sales of new single-family houses in June 2024 were at a seasonally adjusted annual rate of 617,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
Wealth Management
JULY 24, 2024
Certain 10-year designated and successor beneficiaries get no extension.
Calculated Risk
JULY 24, 2024
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI June 2024: Business conditions remain soft at architecture firms Billings at firms decreased for the seventeenth consecutive month , with an AIA/Deltek Architecture Billings Index (ABI) score of 46.4 (any score below 50 means that billings declined).
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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
JULY 24, 2024
Open, honest and candid discussion about Human Interest, advisor use of AI, more 401(k) plan haters and the top stories so far this year.
Calculated Risk
JULY 24, 2024
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 2.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending July 19, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 2.2 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
JULY 24, 2024
How this decision affects insurance product suitability.
Calculated Risk
JULY 24, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 238 thousand initial claims, down from 243 thousand last week. • Also at 8:30 AM, Gross Domestic Product, 2nd quarter (advance estimate), and annual update.
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
Wealth Management
JULY 24, 2024
Discover unique benefits and dedicated support with Wells Fargo Advisors' teaming program.
Steve Sanduski
JULY 24, 2024
Guests: Scott Hanson and Pat McClain , founding principals of Allworth Financial. In a Nutshell: There’s an old bit of sage business advice about getting a partner: Don’t! My guests today are an exception to the rule (err, joke). Over their 30-year partnership, Scott Hanson and Pat McClain built Allworth Financial from $10 million to $20 billion in AUM.
Wealth Management
JULY 24, 2024
Over $1 billion worth of shares traded across the nine spot Ethereum ETFs during their debut on Tuesday.
Advisor Perspectives
JULY 24, 2024
While it's too early to declare small caps' recent outperformance as a meaningful trend shift, we continue to think high-quality companies and industries will likely perform well.
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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.
Wealth Management
JULY 24, 2024
Thursday, August 22, 2024 | 2:00 PM ET
Random Roger's Retirement Planning
JULY 24, 2024
A few days ago I bagged on a strategist from Vanguard for telling investors to stick with bonds in a 60/40 portfolio allocation. In that post we put together a 60/10/10/10/10 portfolio with just 10% to bonds and the other 10% sleeves into different alts that each represented uncorrelated return streams. I modeled the strategist's idea for mixing domestic and foreign equities and bonds and also incorporated his idea into our comparison portfolio.
Wealth Management
JULY 24, 2024
Transcript of Episode 115 of 401(k) Real Talk.
SEI
JULY 24, 2024
As the 2024 Paris Olympics draw near, in the digital arena, a different kind of competition unfolds—the race to secure the Games against cyberthreats.
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
JULY 24, 2024
Whether the discussion is about training, coaching, or consulting on roles and responsibilities, the topic of behavioral style – that is, sameness and differences – often gets missed.
Norman Marks
JULY 24, 2024
One of the errors that many make is thinking that the level of risk from an event (such as an earthquake, fire, supply chain disruption, interest rate change, currency fluctuation, etc.) is a single point. A single effect or consequence with a single likelihood. Nope.
Advisor Perspectives
JULY 24, 2024
US exchange-traded funds investing directly in Ether achieved overall net inflows of $107 million on their first day of trading in launches that will provide a window onto mainstream crypto demand outside of Bitcoin.
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