The Big Picture
OCTOBER 9, 2024
ATM: Valuation is an exercise in faith with Aswath Damodaran. (October 9, 2024) Do you understand the difference between price and value? How much faith do you have that any stock or market will eventually return to its intrinsic value? Full transcript below. ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation.
Abnormal Returns
OCTOBER 9, 2024
Podcasts Thomas Kopelman and Jacob Turner talk what you should look for in auto insurance. (podcasts.apple.com) Peter Lazaroff on what to consider when doing a Roth IRA conversion. (peterlazaroff.com) Khe Hy talks with Diana Merriam about the downsides of FIRE. (youtube.com) Health insurance Health insurance costs are only going up. (wsj.com) Even when you have health insurance your work isn't done.
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Nerd's Eye View
OCTOBER 9, 2024
Gifting is a common planning topic discussed between advisors and clients – often raising questions about which gifts are taxable, need to be reported to the IRS, or may be exempt from reporting altogether. The rules around gifting are nuanced and can create confusion for clients, but advisors with a clear understanding of gifting strategies can guide them toward informed decisions.
Abnormal Returns
OCTOBER 9, 2024
Finance ETFs are growing wherever you look. (etf.com) Why Robinhood ($HOOD) is looking overseas for growth. (bloomberg.com) Institutional What institutional investors are doing isn't working. (blogs.cfainstitute.org) How much wealth do the Gulf states control? (ft.com) Food Growth is hard to come by in the food business. (barrons.com) Online grocery shopping needs additional automation.
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Calculated Risk
OCTOBER 9, 2024
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 5.1 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending October 4, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 5.1 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
OCTOBER 9, 2024
The bad news is, AI will further commoditize the work advisors do. But it won’t take over the advisor’s role as a guide.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 9, 2024
A breakdown of the top-level proposals from each side of the aisle.
Calculated Risk
OCTOBER 9, 2024
From the Fed: Minutes of the Federal Open Market Committee. Excerpt: With regard to the outlook for inflation, almost all participants indicated they had gained greater confidence that inflation was moving sustainably toward 2 percent. Participants cited various factors that were likely to put continuing downward pressure on inflation. These included a further modest slowing in real GDP growth, in part due to the Committee's restrictive monetary policy stance; well-anchored inflation expectation
Wealth Management
OCTOBER 9, 2024
Wholesaler Matthew Newman was diagnosed with brain cancer at age 39, and now he sees life through a new set of lenses.
Discipline Funds
OCTOBER 9, 2024
The US economy has been on a tear versus every other G20 economy over the last 10 years and especially in the last few years. While high interest rates are slowing most other developed economies the US has stayed relatively robust. This is especially true in the pricing of the US stock market. When looking at global CAPE ratios (cyclically adjusted price earnings) we see US stocks at a new all-time high versus European stocks.
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
Wealth Management
OCTOBER 9, 2024
All too often, the first issues that arise after a loved one dies are disputes about their funeral and burial arrangements.
Calculated Risk
OCTOBER 9, 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 228 thousand initial claims, up from 225 thousand last week. • Also at 8:30 AM, The Consumer Price Index for September from the BLS. The consensus is for a 0.1% increase in CPI, and a 0.2% increase in core CPI.
Wealth Management
OCTOBER 9, 2024
A trio of Kansas-based advisors with $685 million in managed assets are joining LPL's Strategic Wealth Services from Merrill Lynch.
Advisor Perspectives
OCTOBER 9, 2024
Britain’s stock-investing culture has been withering for years, with the only real growth coming from consultants, policymakers and commentators generating ideas on how to revive it. So why is Robinhood Markets Inc. so keen to expand in the UK? The draw may be more the country’s enthusiasm for online betting than allocating savings to equities.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
Wealth Management
OCTOBER 9, 2024
Open, honest and candid discussion about the latest jobs numbers, Creative Planning, TIAA's hacked, how AI can revolutionize 401(k) plans and more.
A Wealth of Common Sense
OCTOBER 9, 2024
Today’s Animal Spirits is brought to you by Global X and CME Group: See here to learn more about Global X’s suite of ETFs See here for more information on CME Group’s valuable educational materials and trading tools On today’s show, we discuss: Why U.S. jobs numbers get revised (no, it’s not a conspiracy) America’s Young Men Are Falling Even Further Behind Unemployment is historical.
Wealth Management
OCTOBER 9, 2024
Tax Court imposes an accuracy-related penalty.
SEI
OCTOBER 9, 2024
Co-design By Architect and Employees - Enhances Client Experience
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
OCTOBER 9, 2024
Discover how special needs planning is becoming essential for advisors to support families and expand their practice in this insightful discussion.
Calculated Risk
OCTOBER 9, 2024
From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. Year-to-date total carloads in 2024 through September were down 3.3% (285,871 carloads) from last year and down 3.0% from the first nine months of 2022. So far in 2024, total carloads fell on a year over-year basis every month except August.
Wealth Management
OCTOBER 9, 2024
The keys to driving growth and success for wealth management firms in 2023 and beyond.
Calculated Risk
OCTOBER 9, 2024
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in September A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to September 2019 for each local market (some 2019 data is not available). This is the first look at several early reporting local markets in September.
Speaker: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.
Wealth Management
OCTOBER 9, 2024
Navigating client segmentation in wealth management the challenges, benefits, and technological integration driving perspective and best practices.
Trade Brains
OCTOBER 9, 2024
September 2024 marked a high point for Indian equities as Foreign Portfolio Investors (FPIs) poured in ₹57,724 crore, capping four months of sustained buying. This influx pushed total FPI investments to ₹89,717 crore for the first half of the 2024-2025 financial year. This propelled key stock indices to record heights. The Sensex hit 85,978.25, while the Nifty 50 touched 26,277.35 on September 27.
Wealth Management
OCTOBER 9, 2024
Due to the successful launches of Bitcoin and Ether ETFs, asset managers are eyeing funds that track smaller cryptocurrencies.
NAIFA Advisor Today
OCTOBER 9, 2024
Amanda Brewton is a seasoned Medicare expert with over 17 years in the industry. Opening her agency five years ago, she now oversees approximately 500 agents across 40 states and hosts two national conferences designed to empower and educate professionals in her field. Amanda is passionate about advocacy for seniors, ensuring they don't have to choose between essential needs due to Medicare complexities.
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 9, 2024
Synapse Financial's collapse has caused a ripple effect within the fintech industry, due to the roughly 20 banks and 100 fintechs with which it had partnerships.
Advisor Perspectives
OCTOBER 9, 2024
The US Justice Department is considering asking a federal judge to force Google to sell off parts of its business in what would be a historic breakup of one of the world’s biggest tech companies.
Random Roger's Retirement Planning
OCTOBER 9, 2024
I'm a big believer in reiterating/repeating rules of thumb. It helps in many ways including avoiding poor investment decisions. Included in this series of reiterations is to minimize the use of complicated products and to size any holding appropriately. With complexity that is unnecessary, I'm going to again reference the ReturnStacked ETFs. Quick editorial note, Yahoo 2.0 isn't quite ready but they appear to be going with it anyway.
Advisor Perspectives
OCTOBER 9, 2024
Elon Musk went all-in to get robotaxis onto roads, sacrificing a widely anticipated cheaper car, gutting teams focused on other projects and downplaying Tesla Inc.’s sales slowdown.
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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.
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