Calculated Risk

DECEMBER 28, 2024

Happy New Year! Wishing you all the best in 2025. The key reports this week are the October Case-Shiller house price indexes, the December ISM manufacturing survey and December vehicle sales. -- Monday, December 30th -- 9:45 AM: Chicago Purchasing Managers Index for December. 10:00 AM: Pending Home Sales Index for November. The consensus is for a 0.7% increase in the index. 10:30 AM: Dallas Fed Survey of Manufacturing Activity for December.

Manufacturing 97

Manufacturing Sales Management 97

Midstream Marketing

DECEMBER 28, 2024

Key Highlights Are you a financial advisor and a business owner looking to stand out? Guerrilla Marketing , as stated by Morgan James Publishing, might be just what you need. This unique way of marketing focuses on being creative and making a big impact without a big budget. In this blog, we will look into Guerrilla Marketing, paying special attention to financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Advisor Perspectives

DECEMBER 28, 2024

Treasuries were mixed in thin trading as traders absorbed the prospect of a less aggressive path ahead for Federal Reserve interest-rate cuts and priced in greater risk for US long-term debt.

52

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Zoe Financial

DECEMBER 28, 2024

New Year, New Wealth: A Guide to Financial Resolutions for 2025 Updated December 30th, 2024 Reading Time: 7 minutes Written by: The Zoe Team As the New Year approaches, many of us set personal goals to make the coming year better than the last. Whether its getting in shape, traveling to a dream destination, or learning a new skill, resolutions are a time-honored tradition.

Estate Planning 40

Estate Planning Financial Advisor Wealth Advisor Accounting 40

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.

Accounting

Random Roger's Retirement Planning

DECEMBER 28, 2024

Bloomberg has an article that takes a different approach to why bonds with duration are a bad way to go , making more of a fundamental case related to demography causing inflationary pressure leading to higher interest rates from here. If interest rates go up then bond prices will go down as a direct cause and effect. The further out a bond's maturity date, the more sensitive the price is to rising rates.

Portfolio 52

Portfolio Retirement Retirement Planning Assets 52

The Big Picture

DECEMBER 28, 2024

The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: Tracking Putins Most Feared Secret AgencyFrom Inside a Russian Prison and Beyond : The spy unit that arrested a Wall Street Journal reporter is leading the biggest campaign of internal repression since the Stalin era.( Wall Street Journal ) The Fate of the Finance Bro : Depictions of high finance have oscillated between glamoriz

Manufacturing 147

Manufacturing Retirement Numbers Management 147

Advisor Perspectives

DECEMBER 28, 2024

A Bitcoin rally is fizzling in the final days of a record-breaking year for the digital asset, as investors assess the remaining impetus from President-elect Donald Trump’s embrace of the cryptocurrency sector.

Assets 59

Assets 59

Abnormal Returns

DECEMBER 28, 2024

Autos Most big auto mergers don't work out. (msn.com) Is there any reason to drive faster than 100 mph? (fastcompany.com) We should move faster toward expanding autonomous vehicles. (hunterwalk.com) Should you give your new teen driver a new car or a hand-me-down? (awealthofcommonsense.com) Energy The race is on to build viable sodium-ion batteries.

Media 130

Media Medical Food Taxes 130

Advisor Perspectives

DECEMBER 28, 2024

The dollar is headed for its best year in almost a decade as US economic strength reins in expectations for the Federal Reserve’s rate-cutting cycle and President-elect Donald Trump’s threats of harsh tariffs underpin bullish bets on the currency.

Economics 52

Economics 52

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.

Accounting