Abnormal Returns
OCTOBER 2, 2024
Markets The U.S. is roughly 50% of global market cap. (apolloacademy.com) Are small cap stocks declining in quality? (advisorperspectives.com) Finding and exploiting an edge costs both time and money. (riskofruinpod.substack.com) Gen Z is getting a jump start on investing compared to prior generations. (downtownjoshbrown.com) Eli Lilly Can Eli Lilly ($LLY) avoid the boom/bust cycle of other pharma companies?
The Big Picture
OCTOBER 2, 2024
At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. But is that also true for start-ups and venture-funded private companies? As it turns out, it depends on where you look… Full transcript below. ~~~ About this week’s guest : Soraya Darabi, partner in the venture firm TMV.
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Abnormal Returns
OCTOBER 2, 2024
Podcasts Jill Schlesinger talks with Bill McBride of Calculated Risk about the state of the housing market. (youtube.com) Barry Ritholtz talks with Jeremy Schwartz about stocks for the long run. (ritholtz.com) Khe Hy talks about the pros and cons of cashing out in a company IPO with Rick Foerster. (youtube.com) Dan Haylett talks about the evolution of the 4% safe withdrawal rate with Bill Bengen.
The Big Picture
OCTOBER 2, 2024
At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) We expect our investments to generate positive financial returns, but can they also have a positive societal effect? Can your capital make an impact? Full transcript below. ~~~ About this week’s guest : Soraya Darabi, partner in the venture firm TMV. She has been an early investor in companies that went public such as FIGS, Casper, and CloudFlare, as well as startups like Gimlett and Lightwell, th
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Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be
Wealth Management
OCTOBER 2, 2024
Analysts don’t expect Dan Arnold’s termination to disrupt the day-to-day, and they have confidence in interim CEO Rich Steinmeier and the rest of the management team.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 2, 2024
Grewal’s last day will be Oct. 11. He joined the commission in 2021 and has overseen numerous notable cases, including the first actions related to Regulation Best Interest.
Advisor Perspectives
OCTOBER 2, 2024
By aligning your event format with the brain’s natural tendencies, you can create more engaging, effective, and enjoyable experiences for your audience.
Wealth Management
OCTOBER 2, 2024
Open, honest and candid discussion about Empower acquiring a stock option administrator, forefeiture lawsuits, group plans, HSAs and more.
Calculated Risk
OCTOBER 2, 2024
From ADP: ADP National Employment Report: Private Sector Employment Increased by 143,000 Jobs in September; Annual Pay was Up 4.7% Private sector employment increased by 143,000 jobs in September and annual pay was up 4.7 percent year-over-year, according to the September ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius
4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor
Wealth Management
OCTOBER 2, 2024
What is the role your charitable clients can play in the economic development of disadvantaged communities and how does the IRS view charitable activities that can support it?
Calculated Risk
OCTOBER 2, 2024
This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the September 2024 seasonally adjusted annual sales rate (SAAR) of 477 thousand. Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
Wealth Management
OCTOBER 2, 2024
The personal financial administration firm has been building out its C-Suite with an eye towards growth and bringing the technology down-market.
Calculated Risk
OCTOBER 2, 2024
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 1.3 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending September 27, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 1.3 percent on a seasonally adjusted basis from one week earlier.
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
OCTOBER 2, 2024
Altium, which has offices in New York and Connecticut, is adding Kimblery Clouse and Kristen Caseley to expand its footprint in the Northeast.
Advisor Perspectives
OCTOBER 2, 2024
A lot of people are worried about the shrinking number of public companies in the US, but quality is an even bigger problem than quantity.
Wealth Management
OCTOBER 2, 2024
The deal with FinTrust Capital Advisors adds $2.39 billion in AUM and expands Wealth Enhancement Group’s presence in the Southeast.
Calculated Risk
OCTOBER 2, 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 224 thousand initial claims, up from 218 thousand last week. • At 10:00 AM, the ISM Services Index for September.
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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
OCTOBER 2, 2024
Fixed-income strategies dominated, with over 60 new ETFs in that segment alone amid a torrent of new funds.
A Wealth of Common Sense
OCTOBER 2, 2024
Today’s Animal Spirits is brought to you by YCharts and Fabric: See here for more information on which asset classes perform the best as inflation drops Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: List: Ways to donate and help flood victims in Western North Carolina after Hurricane Helene Zillow home listings to feature climate.
Wealth Management
OCTOBER 2, 2024
Election season, economic instability and inflation, artificial intelligence and succession planning top the list.
Advisor Perspectives
OCTOBER 2, 2024
Our experts explore the implications of wider S&P 500 earnings growth, potential Fed rate cuts, and the outlook for global equities and bonds amidst ongoing economic shifts.
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!
Wealth Management
OCTOBER 2, 2024
Five ways to turn potential tax scares into sweet savings.
Harness Wealth
OCTOBER 2, 2024
Key takeaways Restricted stock units (RSUs) are shares of your company’s stock given to you as part of your compensation, but you don’t own them until they vest. It’s common for companies to offer a sell-to-cover option when RSUs vest. This means your company automatically sells a portion of your vested shares to cover the taxes you owe. If your company completes a sell-to-cover through a “forced sale” at a brokerage, the sale of those shares will be recorded on a 1099-B form which you will repo
Wealth Management
OCTOBER 2, 2024
The quality of smaller listed companies has deteriorated as raising private capital becomes easier than ever.
Leading Advisor
OCTOBER 2, 2024
The founder built the firm from the ground up, focusing on personalized client relationships and a hands-on approach to leadership. They are known for their… The post How To Balance Succession Planning With Tradition And Innovation In A New Era appeared first on Leading Advisor - Simon Reilly.
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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.
Wealth Management
OCTOBER 2, 2024
All assets were distributed to the decedent’s husband.
Random Roger's Retirement Planning
OCTOBER 2, 2024
Part 1 took a look the evolution of the blog and for Part 2, I want to try to look at how portfolio process has evolved and track how I view life milestones as related to things like retirement. Starting with portfolio construction, we've always placed a emphasis on holding long term. The chart captures most, not all, of the names that I've held for clients since I started doing this at my old firm.
Wealth Management
OCTOBER 2, 2024
How to build client relationships, the key to advisor success.
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