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?
Nerd's Eye View
OCTOBER 2, 2024
Given the frequent news headlines on the (un)sustainability of the Social Security system, many working-age financial advisory clients might harbor doubts about receiving their full estimated Social Security benefits (and many current Social Security recipients might be concerned that they will not continue to receive their full benefits throughout the remainder of their lives).
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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) 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.
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.
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.
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
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.
Calculated Risk
OCTOBER 2, 2024
Today, in the Calculated Risk Real Estate Newsletter: FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores A brief excerpt: Here are some graphs on outstanding mortgages by interest rate, the average mortgage interest rate, borrowers’ credit scores and current loan-to-value (LTV) from the FHFA’s National Mortgage Database through Q2 2024 (just released).
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
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: 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
OCTOBER 2, 2024
Open, honest and candid discussion about Empower acquiring a stock option administrator, forefeiture lawsuits, group plans, HSAs and more.
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
Altium, which has offices in New York and Connecticut, is adding Kimblery Clouse and Kristen Caseley to expand its footprint in the Northeast.
Indigo Marketing Agency
OCTOBER 2, 2024
How Often Should Financial Advisors Post to Social Media? You already know that social media plays a vital role in your overall marketing strategy. But a common question many advisors ask is: How often should I be posting on social media? While there’s no one-size-fits-all answer, the frequency and quality of your posts can make a significant difference in how effectively you engage with your audience.
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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
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
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
Election season, economic instability and inflation, artificial intelligence and succession planning top the list.
Advisor Perspectives
OCTOBER 2, 2024
Earned media acts as a third-party stamp of approval for your firm, generating more referrals while boosting existing referrals.
Wealth Management
OCTOBER 2, 2024
Fixed-income strategies dominated, with over 60 new ETFs in that segment alone amid a torrent of new funds.
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.
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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
OCTOBER 2, 2024
Five ways to turn potential tax scares into sweet savings.
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
The quality of smaller listed companies has deteriorated as raising private capital becomes easier than ever.
Trade Brains
OCTOBER 2, 2024
In the era of technological advancements across the globe, some sectors would benefit the most, such as electric vehicles and solar power. People need to mitigate the risks of Climate change and overcoming these sectors looks promising in the longer run. The companies are trying to grab the opportunities arising from these sectors which various governments push through policies.
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
All assets were distributed to the decedent’s husband.
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.
Wealth Management
OCTOBER 2, 2024
How to build client relationships, the key to advisor success.
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