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.
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.
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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).
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: 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
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.
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
Robert A. Stanger & Co. raised its forecast for the year after strong inflows during the first half of 2024.
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).
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.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
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
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.
Wealth Management
JULY 24, 2024
The agency continues to ramp up its enforcement efforts.
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.
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Finance Transformation Myths Busted Over 75% of organizations struggle to define the right success metrics to benchmark the impact of their finance transformation investment. Whether you are just initiating your digital transformation journey or planning to pitch your next AI project to leadership, without the right metrics and a rigorous tracking process - all your efforts might go to waste!
Wealth Management
JULY 24, 2024
Certain 10-year designated and successor beneficiaries get no extension.
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.
Wealth Management
JULY 24, 2024
Discover unique benefits and dedicated support with Wells Fargo Advisors' teaming program.
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.
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.
Wealth Management
JULY 24, 2024
How this decision affects insurance product suitability.
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.
Wealth Management
JULY 24, 2024
Over $1 billion worth of shares traded across the nine spot Ethereum ETFs during their debut on Tuesday.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Advisor Perspectives
JULY 24, 2024
Bitcoin's price reached their highest level in over a month this past week. BTC is currently up ~49% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 7/23/24.
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.
Advisor Perspectives
JULY 24, 2024
The June release for new home sales from the Census Bureau came in at a seasonally adjusted annual rate of 617,000 units, the lowest level in seven months. The latest reading came in lower than the 639,000 forecast. New home sales are down 0.6% month-over-month from a revised rate of 621,000 in May and are down 7.4% from one year ago.
Wealth Management
JULY 24, 2024
Thursday, August 22, 2024 | 2:00 PM ET
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Advisor Perspectives
JULY 24, 2024
When he took his first space walk, NASA astronaut Reid Wiseman had a revelation. “I used to think I was scared of heights,” he said. “Now I know I was just scared of gravity.
Wealth Management
JULY 24, 2024
Transcript of Episode 115 of 401(k) Real Talk.
Advisor Perspectives
JULY 24, 2024
I’ve long been in the “higher for longer” camp, insisting that the US Federal Reserve must hold short-term interest rates at the current level or higher to get inflation under control.
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