The Big Picture
MARCH 6, 2024
At the Money: Knowing When You’ve Whipped Inflation. (March 6, 2024) Investors hate inflation. How can they evaluate what inflation means to the Federal Reserve and possibly future rate cutes? Full transcript below. ~~~ About this week’s guest: Claudi Sahm is a former Federal Reserve economist best known for the rule bearing her name. She runs Sahm Consulting.
Abnormal Returns
MARCH 6, 2024
Podcasts Barry Ritholtz talks with Meir Statman about values based-investing. (ritholtz.com) Howard Lindzon talks direct indexing with Mo Al Adham, Founder and CEO of Frec. (youtube.com) Carl Richards talks with Morgan and Gretchen Housel about using simple spending experiments. (podcasts.apple.com) Peter Lazaroff talks with Christine Benz about retirement withdrawal strategies.
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Nerd's Eye View
MARCH 6, 2024
Financial advisors often discuss how futile it is to try and predict what will happen in the stock market, and yet the reality is that a core component of creating a financial plan involves making a prediction for how markets will behave, at least in the long run. An assumed rate of return is needed, for example, to illustrate how much a client might need to save for retirement, how much savings they'll have when they do retire, and how long their savings will last after they stop working.
Calculated Risk
MARCH 6, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 9.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending March 1, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 9.7 percent on a seasonally adjusted basis from one week earlier.
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
MARCH 6, 2024
If the claims are successful in their claims against the estate because it would void nearly $3 billion in deductions to the foundations claimed by the estate.
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Wealth Management
MARCH 6, 2024
New IRS data show the state’s share of US taxpayers making $1 million or more rose from 2019 to 2021. The same can’t be said of Florida, Texas and New York.
Calculated Risk
MARCH 6, 2024
Fed's Beige Book Economic activity increased slightly, on balance, since early January, with eight Districts reporting slight to modest growth in activity, three others reporting no change, and one District noting a slight softening. Consumer spending, particularly on retail goods, inched down in recent weeks. Several reports cited heightened price sensitivity by consumers and noted that households continued to trade down and to shift spending away from discretionary goods.
Wealth Management
MARCH 6, 2024
Compliance isn’t rocket science, but it comes at a cost – both in terms of time and money.
Calculated Risk
MARCH 6, 2024
Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Here is a graph of the year-over-year (YoY) change for these measures since January 2015. Most of these measures are through January 2024, except CoreLogic is through December and Apartment List is through February 2024. The CoreLogic measure is up 2.8% YoY in December, up from 2.7% in November, and down from a peak of 13.9% in April 2022.
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
MARCH 6, 2024
Beltz Ianni & Assoc., in Rochester, N.Y., has left LPL to become the sixth firm acquired by the indie RIA since its April 2023 debut.
Advisor Perspectives
MARCH 6, 2024
A groundbreaking study has shifted the spotlight from data and numbers to a softer skill: emotional intelligence (EQ).
Wealth Management
MARCH 6, 2024
In addition to SmartAsset’s news, Advzyon has hired a Morningstar and Schwab veteran and F2 has acquired a marketing firm.
Random Roger's Retirement Planning
MARCH 6, 2024
Over the last couple of weeks I've sat in on a few industry related webinars including what I would call more of a direct sales presentation. I don't usually do a lot of this sort of thing but if nothing else these could help me take the temperature of what is going on in the RIA space outside my normal routine. If I was lucky, I'd learn some things which I am very interested in doing.
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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
MARCH 6, 2024
Serving as interim division head since 2022, Price will oversee organic growth and an accelerated acquisition strategy at the $10 billion firm.
Calculated Risk
MARCH 6, 2024
From ADP: ADP National Employment Report: Private Sector Employment Increased by 140,000 Jobs in February; Annual Pay was Up 5.1% Private sector employment increased by 140,000 jobs in February and annual pay was up 5.1 percent year-over-year, according to the February ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
Wealth Management
MARCH 6, 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
Calculated Risk
MARCH 6, 2024
From the BLS: Job Openings and Labor Turnover Summary he number of job openings changed little at 8.9 million on the last business day of January, the U.S. Bureau of Labor Statistics reported today. Over the month, the number of hires and total separations were little changed at 5.7 million and 5.3 million, respectively. Within separations, quits (3.4 million) and layoffs and discharges (1.6 million) changed little. emphasis added The following graph shows job openings (black line), hires (dark
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
MARCH 6, 2024
Plaus, who announced his retirement from Merrill Lynch last February, will lead Citi Private Bank North America. He succeeds Halé Behzadi, who will be retiring at the end of March.
Calculated Risk
MARCH 6, 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 220 thousand initial claims, up from 216 thousand last week. • At 8:30 AM, Trade Balance report for January from the Census Bureau. The consensus is the trade deficit to be $61.7 billion.
Wealth Management
MARCH 6, 2024
Open, honest and candid discussion about the flexPATH lawsuit verdict, AI in DC plans, employee engagement, convergence and retirement plan advisor due diligence.
Calculated Risk
MARCH 6, 2024
This testimony will be live here at 10:00 AM ET. Report here. From Fed Chair Powell: Semiannual Monetary Policy Report to the Congress. An excerpt on policy: We believe that our policy rate is likely at its peak for this tightening cycle. If the economy evolves broadly as expected, it will likely be appropriate to begin dialing back policy restraint at some point this year.
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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
MARCH 6, 2024
The SEC voted Wednesday to impose climate-disclosure requirements that will be significantly softer than those it proposed in March 2022 after the agency received thousands of comment letters and numerous litigation threats over the plan.
Advisor Perspectives
MARCH 6, 2024
The latest job openings and labor turnover summary (JOLTS) report showed that job openings were little changed in January. Vacancies inched down to 8.863 million from December's downwardly revised level of 8.889 million. The latest reading was higher than the expected 8.800 million vacancies.
Wealth Management
MARCH 6, 2024
Of all the options, organic growth allows advisors to retain the most autonomy and freedom from relying on luck or the whims of deal partners
Advisor Perspectives
MARCH 6, 2024
Investing in sports franchises can be a good portfolio diversifier and generate attractive returns.
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
MARCH 6, 2024
Transcript of Episode 96 of 401(k) Real Talk.
Trade Brains
MARCH 6, 2024
Gopal Namkeen IPO Review : Gopal Namkeen is coming up with its IPO issue of Rs. 650 Cr which will open on 6th March 2024. The issue will close on 11th March and be listed on the exchange on 14th March 2024. So, in this article we will analyze and understand the Gopal Namkeen limited IPO Review with its Financials, GMP and more…. Keep reading to find out!
Advisor Perspectives
MARCH 6, 2024
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $16,454 for an annualized real return of 10.00%.
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