Abnormal Returns
JANUARY 3, 2024
Podcasts Christine Benz and Jeff Ptak talk with Jonathan Clements about his financial journey. (morningstar.com) Ted Seides talks with Morgan Housel about his new book "Same As Ever." (capitalallocators.com) Jim Dahle talks with Dr. Jordan Grumet, author of "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret Free Life.
Nerd's Eye View
JANUARY 3, 2024
Niels Bohr famously observed that "Prediction is very difficult, especially if it's about the future!" The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may unfold, even along the shortest time frames, is the default.
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The Big Picture
JANUARY 3, 2024
At The Money: Contrarian Investing. (January 3, 2024) Is contrarian investing a solid strategy, or a fool’s errand? In this episode, I speak with Michael J. Mauboussin. Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management We discuss why it is so difficult to fight the crowd, and identify when the crowd is right and when they have gone mad.
Abnormal Returns
JANUARY 3, 2024
Markets Good years tend to cluster for the stock market. (awealthofcommonsense.com) The right stocks are still going up. (allstarcharts.com) Finance GSAM is jumping into biotech venture investing. (biopharmadive.com) The D.E. Shaw Composite Fund has only had one down year in its history. (institutionalinvestor.com) An example of how finding a (highly) niche investment strategy works in practice.
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
JANUARY 3, 2024
From the MBA: Mortgage Applications Decreased Over a Two-Week Period in Latest MBA Weekly Survey Mortgage applications decreased 9.4 percent from two weeks earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending December 29, 2023. The results include adjustments to account for the holidays.
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
JANUARY 3, 2024
Today’s Animal Spirits is brought to you by YCharts: See here for a webinar with our very own Nick Maggiulli on Transforming Data Into Dollars On today’s show, we discuss: 10 predictions for 2024 Where did Americans put their money this year? Everywhere. Gas prices will fall in 2024 and Americans spend $32B less on fuel, GasBuddy predicts We aren’t posting on social media as much anymore.
Wealth Management
JANUARY 3, 2024
Take this quiz to find out if you understand the key strategies and techniques used by estate-planning practitioners
Advisor Perspectives
JANUARY 3, 2024
The Institute for Supply Management (ISM) manufacturing purchasing managers index (PMI) rose to 47.4 in December from 46.7 in November. The latest figure marks the 14th straight month the index has been in contraction territory after a 29-month period of growth dating back to June 2020. The December reading was above the forecast of 47.1.
Wealth Management
JANUARY 3, 2024
The 2024 election will play an essential role in determining what is and isn’t on the table for potential 2025 tax reforms.
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.
NAIFA Advisor Today
JANUARY 3, 2024
With 39 years of expertise, ReMark excels in providing data intelligence, marketing, and technological solutions. SCOR is a prominent global reinsurance company, and ReMark is a division of SCOR's digital solutions sector. In the previous year, I discussed their Global Consumer Study (GCM) in NAIFA’s AdvisorToday. The latest edition, covering the 2023-2024 period, has been released, encompassing multiple lines of insurance business for Gen Z and Millennials.
Wealth Management
JANUARY 3, 2024
The Birmingham, Ala.-based RIA acquired the investment advisory business of StrategIQ Financial Group, adding $1.5 billion in assets.
Advisor Perspectives
JANUARY 3, 2024
Enthusiasm for Japanese equities picked up in 2023 as evidenced by the 28% rally in the TOPIX (local) index through November.
Wealth Management
JANUARY 3, 2024
Disclosure of beneficial owner information under the CTA is limited to six categories of recipients.
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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.
Advisor Perspectives
JANUARY 3, 2024
Recessions are notoriously difficult to predict. At the end of 2019, for example, many pundits were forecasting a recession simply because the boom had gone on for so long.
Wealth Management
JANUARY 3, 2024
Should company-owned life insurance used to redeem stock be included in valuing a decedent’s ownership interest?
Calculated Risk
JANUARY 3, 2024
Wards Auto released their estimate of light vehicle sales for December: December U.S. Light-Vehicle Sales Hit 5-Month High; Entire 2023 Totals 4-Year Best 15.5 Million (pay site). Labor-related plant shutdowns in the U.S. that covered the latter half of September and most of October negatively impacted deliveries in November. Combined sales of the vehicles impacted by shutdowns fell 15% year-over-year in November.
Wealth Management
JANUARY 3, 2024
Transitions Wealth Management serves approximately 400 clients and is based out of Denver.
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
MainStreet Financial Planning
JANUARY 3, 2024
The IRS and Social Security Administration recently announced changes for 2024. Here are some highlights: The SSA has announced that benefit checks will rise 3.2% in 2024. Social Security and SSI beneficiaries are normally notified by mail starting in early December about their new benefit amount. The fastest way to find out your new benefit amount is to access your personal my Social Security account to view the COLA notice online.
Wealth Management
JANUARY 3, 2024
“Fisher Investments is not being bought by Advent International, or anyone else — plain and simple.
Meb Faber Research
JANUARY 3, 2024
Guest: Felix Zulauf is the founder and CEO of Zulauf Consulting, a boutique research and consulting firm. Recorded: 12/14/2023 | Run-Time: 49:41 Summary: In today’s episode, Felix shares his view of the global investment landscape from Asia to Europe to the US. He shares why the tailwinds of lower inflation may reverse and lead inflation […] The post Episode #515: Felix Zulauf – 2024 Macro Outlook Not Rosy appeared first on Meb Faber Research - Stock Market and Investing Blog
Wealth Management
JANUARY 3, 2024
Concepts and techniques that have been gathering momentum.
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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.
Calculated Risk
JANUARY 3, 2024
Today, in the Real Estate Newsletter: Question #8 for 2024: How much will Residential investment change in 2024? How about housing starts and new home sales in 2024? Brief excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on my blog).
Wealth Management
JANUARY 3, 2024
Tactical adjustments for a better year and then some.
Calculated Risk
JANUARY 3, 2024
From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 8.8 million on the last business day of November, the U.S. Bureau of Labor Statistics reported today. Over the month, the number of hires and total separations decreased to 5.5 million and 5.3 million, respectively. Within separations, quits (3.5 million) edged down and layoffs and discharges (1.5 million) changed little. emphasis added The following graph shows job openings (black line), hires (da
Wealth Management
JANUARY 3, 2024
Embracing change and uncertainty is essential.
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!
Random Roger's Retirement Planning
JANUARY 3, 2024
Let's see if I do this right. Nobody : Cyber Hornet ETFs : New fund symbol ZZZ that's 75% S&P 500 and 25% Bitcoin! ZZZ started trading last week but oddly a search on Yahoo Finance doesn't recognize the symbol. I was eventually able to find it on Yahoo via a Google search. The reason to make that lame joke to start the post is that supposedly we are on the cusp of a flurry of spot Bitcoin ETFs hitting the market.
Wealth Management
JANUARY 3, 2024
Tennessee jumps up to the first tier, joining South Dakota, Alaska, Nevada and Delaware.
Calculated Risk
JANUARY 3, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:15 AM ET, The ADP Employment Report for December. This report is for private payrolls only (no government). The consensus is for 130,000, up from 103,000 jobs added in November. • At 8:30 AM, The initial weekly unemployment claims report will be released.
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