Abnormal Returns
JUNE 19, 2024
Podcasts Barry Ritholtz talks with Jan van Eck about thematic investing. (ritholtz.com) Bogumil Baranowski talks money and purpose with Morgan Ranstrom of Trailhead Planners. (talkingbillions.co) Thomas Kopelman and Jacob Turner talk about the legitimate uses of life insurance. (podcasts.apple.com) Khe Hy talks with Geraldine DeRuiter about getting off the hedonic treadmill.
Nerd's Eye View
JUNE 19, 2024
The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., how to minimize the burden of estate taxes and avoid the public spectacle of the probate process). And yet, looking at estate planning solely through the lens of assets on a balance sheet can make it easy to overlook the reality that people often have other, intangible assets that they wish to pass on to the next generation, such as
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The Big Picture
JUNE 19, 2024
At the Money: Smart Spending vs. Not Spending (June 18, 2024) Spending Scolds will tell you that a sailboat, a sports car, or even a latte will be your financial ruin. Is this accurate? Focusing on the cost without considering whether you can afford the items and what memories they create is the wrong calculus. In today’s ATM, we discuss how to spend intelligently, within your budget, on the things that hep create lasting memories.
Nerd's Eye View
JUNE 19, 2024
The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., how to minimize the burden of estate taxes and avoid the public spectacle of the probate process). And yet, looking at estate planning solely through the lens of assets on a balance sheet can make it easy to overlook the reality that people often have other, intangible assets that they wish to pass on to the next generation, such as
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.
Calculated Risk
JUNE 19, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 0.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending June 14, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 0.9 percent on a seasonally adjusted basis from one week earlier.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
JUNE 19, 2024
Today’s Animal Spirits is brought to you by YCharts and CME Group: See here for 20% off (new customers only) and for more info on the tearsheet builder See here for more information on CME Group’s valuable educational materials and trading tools and learn more about what adding futures can do for you. On today’s show, we discuss: It’s time to cut rates Apartment List national rent report The F.
Random Roger's Retirement Planning
JUNE 19, 2024
On Tuesday, Corey Hoffstein from Newfound Research and ReturnStacked ETFs gave a web presentation to explain carry in support of the ReturnStacked US Stocks & Futures Yield ETF (RSSY). The fund leverages up to provide $1 of equity exposure and $1 of exposure to futures yield (carry) for each dollar invested in the fund. RSSY has brought in a mountain of assets so far.
Calculated Risk
JUNE 19, 2024
Thursday: • At 8:30 AM ET, Housing Starts for May. The consensus is for 1.380 million SAAR, up from 1.360 million SAAR in April. • Also, at 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for 240 thousand initial claims, down from 242 thousand last week. • Also, at 8:30 AM, the Philly Fed manufacturing survey for June.
SEI
JUNE 19, 2024
Ryan Hicke discusses access to alternatives and digital transformation.
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.
Calculated Risk
JUNE 19, 2024
Yesterday, Goldman Sachs Chief Economist Jan Hatzius wrote: Last week's benign US inflation data reinforced our view that the Q1 spike was an aberration. Meanwhile, the labor market stands at a potential inflection point where a further softening in labor demand would hit actual jobs, not just open positions, and could therefore push up the unemployment rate more significantly.
Steve Sanduski
JUNE 19, 2024
Guest: Integrated Partners’ CCO Matt Ackermann and President Andree Mohr. Matt, Andree, and Integrated’s Founder and CEO, Paul Saganey, CFP® , are the co-authors of Center Stage: How to Become the Star of Your Practice. In a Nutshell: What can Elton John, Van Halen, and Taylor Swift teach financial advisors about running a successful firm?
oXYGen Financial
JUNE 19, 2024
Calculated Risk
JUNE 19, 2024
The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 43, down from 45 last month. Any number below 50 indicates that more builders view sales conditions as poor than good. From the NAHB: High Mortgage Rates Act as a Drag on Builder Confidence Mortgage rates that continue to hover in the 7% range along with elevated construction financing costs continue to put a damper on builder sentiment.
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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.
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