Abnormal Returns
FEBRUARY 26, 2024
Podcasts Frazer Rice talks Florida and California property insurance issues with Aon's LaTanya Simmons. (open.spotify.com) Michael Kitces talks with Ben Hockema. who is the Founder of Illuminate Wealth Management about how to fund your RIA. (kitces.com) Daniel Crosby on why not caring what other people think is a valuable asset. (standarddeviationspod.com) Diana Britton talks with Michael Kitces about adviser well-being.
Nerd's Eye View
FEBRUARY 26, 2024
In the early days of the financial advice industry, an advisor's options for generating new business were somewhat limited. Cold calls, country club memberships, Chamber of Commerce networking, and referrals (from clients or centers of influence) were staples for growth, and determining how successful those sales-centric efforts were was rather straightforward.
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Abnormal Returns
FEBRUARY 26, 2024
International The Magnificent Seven is all anybody can talk about in the U.S. What is Europe's alternative? (morningstar.com) Buffett's bet on Japanese trading companies is paying off. (wsj.com) Japan's stock market as a technology play. (mrzepczynski.blogspot.com) Strategy Seven investing lessons from Bernard Baruch including 'Pick an investing strategy that fits your personality.
The Irrelevant Investor
FEBRUARY 26, 2024
Today was one of the best days of my life. I got to meet and interview my favorite athlete of all time, Eli Manning. Surreal is putting it mildly. I’ve never felt more of an emotional connection to an athlete than Eli, and I never really thought about why until this weekend when I was writing an introduction for him. I am a lifelong die-hard Giants and Knicks fan.
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
FEBRUARY 26, 2024
The Census Bureau reports New Home Sales in January were at a seasonally adjusted annual rate (SAAR) of 661 thousand. The previous three months were revised down. Sales of new single‐family houses in January 2024 were at a seasonally adjusted annual rate of 661,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
FEBRUARY 26, 2024
Open-source software may well be the greatest “public good” the market economy has ever produced. What it shows is the power of voluntary social cooperation.
Wealth Management
FEBRUARY 26, 2024
With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.
Alpha Architect
FEBRUARY 26, 2024
The paper aims to contribute to the literature by providing insights into the current state of financial literacy in Italy, its implications for financial well-being and resilience, and the demographic disparities therein. Financial Literacy and Financial Resilience: Evidence from Italy was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
FEBRUARY 26, 2024
The RIA entered a non-prosecution agreement with the Justice Department’s Antitrust Division last year over charges it conspired with American Century Investments not to hire each other's employees.
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.
Cornerstone Financial Advisory
FEBRUARY 26, 2024
Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy. Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key comp
Wealth Management
FEBRUARY 26, 2024
The RIA entered a non-prosecution agreement with the Justice Department’s Antitrust Division last year over charges it conspired with American Century Investments not to hire each other's employees.
Investment Writing
FEBRUARY 26, 2024
Can you spot what’s wrong in the image below? Please post your answer as a comment. One item stands out as wrong beyond any question, even without knowing the context of this table. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for February 26: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
Advisor Perspectives
FEBRUARY 26, 2024
In the first installment of this series, I pledged to unveil a retirement strategy with such merit that it warrants widespread adoption by the investment advisor community. Let's delve into the compelling case for this approach.
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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.
Carson Wealth
FEBRUARY 26, 2024
Earnings May Have Delayed Late-February Weakness The S&P 500 climbed a solid 1.7% during the holiday-shortened week, with the lift coming almost entirely from Thursday’s strong gains following NVIDIA’s earnings release. Despite the S&P Technology Select Sector Index gaining more than 3% on Thursday, losses over the rest of the week had it lagging the S&P 500.
Wealth Management
FEBRUARY 26, 2024
From disruptive technologies to exclusive interviews with industry trailblazers, explore the forefront of FinTech in this digital experience.
Calculated Risk
FEBRUARY 26, 2024
Altos reports that active single-family inventory was up 0.7% week-over-week. It is likely inventory bottomed in mid-February, as opposed to mid-April in 2023. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of February 23th, inventory was at 498 thousand (7-day average), compared to 494 thousand the prior week.
Wealth Management
FEBRUARY 26, 2024
Flynn, who serves as global co-head of private wealth management, will additionally run One Goldman Sachs alongside co-head Sam Morgan.
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
FEBRUARY 26, 2024
Hedge funds piled into tech stocks in the weeks before Nvidia Corp. earnings. Now, they’re cashing out and selling at the fastest pace in seven months.
A Wealth of Common Sense
FEBRUARY 26, 2024
Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF. On today’s show, we discuss: The yield environment prior to 2022 How asset allocation works within a multi-asset portfolio How the yield curve and inflation affect income generating portfol.
Advisor Perspectives
FEBRUARY 26, 2024
What caused the system’s funded status to deteriorate from 100% to 79.3% over the past 40 years? And more importantly, what actions will Congress take to reform the system?
Wealth Management
FEBRUARY 26, 2024
The funds approved by the $30 billion RIA platform include those from Fidelity, BlackRock, Bitwise and Franklin Templeton.
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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.
Calculated Risk
FEBRUARY 26, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Starting The Week Closer to Recent Highs Mortgage rates moved moderately higher to begin the new week, but they remained just under the highest recent levels seen last Thursday. Many lenders were closer to 'unchanged' at the outset but were then forced to issue mid-day increases in response to weakness in the bond market.
Wealth Management
FEBRUARY 26, 2024
Investors are never completely sure what they’ve made until a fund has fully repaid all capital.
Advisor Perspectives
FEBRUARY 26, 2024
The January release for new home sales from the Census Bureau came in at a seasonally adjusted annual rate of 661,000 units, falling short of the 680,000 forecast. New home sales were up 1.5% month-over-month from a revised rate of 651,000 in December and up 1.9% from one year ago.
Wealth Management
FEBRUARY 26, 2024
These funds saw the most activity over the past 30 days.
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
FEBRUARY 26, 2024
The Dallas Fed released its Texas Manufacturing Outlook Survey (TMOS) for February. The latest general business activity index came in at -11.3, up from -27.4 from last month. This marks the 22nd consecutive month the index has been in contraction territory.
Wealth Management
FEBRUARY 26, 2024
Still thinking of buying term and investing the difference?
Calculated Risk
FEBRUARY 26, 2024
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in January A brief excerpt: After the National Association of Realtors® (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR. This is the final look at local markets in January. I’ve added a comparison of active listings, new listings, and closings to the same month in 2019 (for markets with available data).
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