Abnormal Returns
SEPTEMBER 4, 2024
Podcasts Barry Ritholtz talks with Eric Balchunas about the importance of falling fund fees. (ritholtz.com) Rick Ferri talks with Christine Benz about her new book "How to Retire, 20 Lessons for a Happy, Successful, and Wealthy Retirement." (bogleheads.podbean.com) Christine Benz and Amy Arnott talk financial fraud with Kathy Stokes, director of Fraud Prevention Programs with AARP.
The Big Picture
SEPTEMBER 4, 2024
The Best Way to Buy a House Right Now with Jonathan Miller , Miller Samuel (Sept 4, 2024) Buying a house in today’s climate can be challenging. Interest rates are near the highest level in 20 years. Housing inventory is near record lows. So what’s a potential home buyer to do? Jonathan Miller, President of Miller Samuel, discusses the best approaches for purchasing a home today.
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Abnormal Returns
SEPTEMBER 4, 2024
IPOs Don't expect much in the way of IPOs between now and year-end. (news.crunchbase.com) The SPAC market is not dead. (bloomberg.com) Finance Why Blackstone ($BX) purchased data center operator AirTrunk. (wsj.com) How private equity profits from our 'penny problem.' (axios.com) It seems like PE always wins, no matter what. (sherwood.news) A defense of private equity.
Wealth Management
SEPTEMBER 4, 2024
Private debt REITs offer a unique blend of income stability, risk management, tax efficiency, and diversification, writes Parkview Financial's VP of investor relations.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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
SEPTEMBER 4, 2024
Wards Auto released their estimate of light vehicle sales for August: August U.S. Light-Vehicle Sales Rise 4%, Ending Two Straight Declines (pay site). Growth was solid in August despite the period’s results equaling a 7-month-low SAAR. However, after rising 3.4% year-over-year in the first five months of 2024, demand over the three months since then has been nearly flat.
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Advisor Perspectives
SEPTEMBER 4, 2024
The latest job openings and labor turnover summary (JOLTS) report showed that job openings slid in July, reflecting cooling hiring. Vacancies decreased to 7.673 million in July from June's downwardly revised level of 7.910 million. The latest reading was below the expected 8.090 million vacancies.
Wealth Management
SEPTEMBER 4, 2024
Open, honest and candid discussion about TIAA outsourcing, a new report on IRA rollover abuses, analysis of forfeiture lawsuits, state mandates and more.
Advisor Perspectives
SEPTEMBER 4, 2024
The sharp selloff that wiped a record $279 billion off Nvidia Corp.’s market value on Tuesday has traders scouring charts for clues as to where the pain might end.
Wealth Management
SEPTEMBER 4, 2024
LPL is acquiring the Bedminster, N.J-based firm The Investment Group, with about $9 billion in managed assets supporting approximately 240 advisors.
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.
A Wealth of Common Sense
SEPTEMBER 4, 2024
Today’s Animal Spirits is brought to you by YCharts: See here for 20% off your initial YCharts professional subscription On today’s show, we discuss: Americans Are Really, Really Bullish on Stocks Once-In-Lifetime Wall Street Rally Raises Soft-Landing Stakes Ex-Peloton CEO John Foley gets real about company crash — and his unexpected venture into home decor Economist Eugene Fama: ‘Efficient mark.
Wealth Management
SEPTEMBER 4, 2024
Once only a direct-to-consumer play, Boldin is working with independent RIAs and enterprise customers.
Calculated Risk
SEPTEMBER 4, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • 8:15 AM: The ADP Employment Report for August. This report is for private payrolls only (no government). • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 238 thousand initial claims, up from 233 thousand last week.
Wealth Management
SEPTEMBER 4, 2024
Warren Buffett's three children get control of what to do with the money
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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
SEPTEMBER 4, 2024
Bitcoin's price hovered around $59,000 but has edged lower to $57,000 this past week. BTC is currently up ~30% year-to-date. Here are the latest charts on three of the largest cryptocurrencies by market share through 9/3/24.
Wealth Management
SEPTEMBER 4, 2024
Amendments refresh outdated terminology, references, responsible parties and procedures.
Advisor Perspectives
SEPTEMBER 4, 2024
Using infographics to illustrate your firm’s financial planning process is a great way to show the value you provide. Whether in your marketing materials, initial consultations, or new client onboarding, these visuals can help set the stage for a successful and growing relationship.
Wealth Management
SEPTEMBER 4, 2024
New technology allows advisors to create more personalized and efficient bond portfolios.
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
Advisor Perspectives
SEPTEMBER 4, 2024
A record number of blue-chip firms swarmed the US corporate bond market on Tuesday, taking advantage of cheaper borrowing costs as they look to issue debt ahead of the US presidential election.
Wealth Management
SEPTEMBER 4, 2024
Action on pending bills will likely be postponed until after the election.
Advisor Perspectives
SEPTEMBER 4, 2024
Bond traders are bracing for wilder market swings in the US than in Europe, as signs the world’s largest economy is faltering fuel bets on a jumbo interest-rate cut from the Federal Reserve.
Steve Sanduski
SEPTEMBER 4, 2024
Guest: Heather Robertson Fortner , Chief Executive Officer and Chair of the Board of SignatureFD , an integrated and comprehensive wealth management firm with offices in Atlanta, Georgia and Charlotte, North Carolina. The firm was recently named to the Inc. 5000 and has grown from $250 million to more than $8 billion in assets under management during Heather’s tenure with the firm.
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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.
Advisor Perspectives
SEPTEMBER 4, 2024
In this edition, Harold Evensky explores the challenges facing sustainable and active funds, the implications of the new DOL Fiduciary Rule, and the value of long-term performance projections. With candid observations and critical analysis--read on to gain perspective on navigating the complex world of investing, the importance of risk management, and the role of fiduciary advisors in securing your financial future.
Trade Brains
SEPTEMBER 4, 2024
Shree Tirupati Balajee Company is coming up with its IPO fresh issue of Rs. 122.43 crores and offer for sale worth Rs. 47.23 crores, totalling Rs. 169.65 crores. which will open on 5 th September 2024. The issue will close on 9 th September 2024 and be listed on the exchange on 12 th September 2024. In this article, we will look at the Shree Tirupati Balajee IPO Review and analyze its strengths and weaknesses.
Validea
SEPTEMBER 4, 2024
David Einhorn is a prominent hedge fund manager and the founder of Greenlight Capital. Known for his value-oriented investment approach and activist investing, Einhorn rose to fame in the financial world for his prescient short positions, including his famous short of Lehman Brothers before its collapse in 2008. Einhorn employs a long-short strategy, taking both long positions in undervalued stocks and short positions in overvalued ones.
Advisor Perspectives
SEPTEMBER 4, 2024
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation and Professor Nathan Mauck, Phd. are going to show you our approach to value investing and how stock picking 101 is based on value investing principles and through the use of FAST Graphs! We actually don’t like to start with value, we like to start with fundamentals.
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!
Validea
SEPTEMBER 4, 2024
The energy sector remains a vital part of the global economy, despite ongoing challenges and the increasing focus on renewable energy. Recent fluctuations in commodity prices, driven by geopolitical events and supply-demand imbalances, have contributed to heightened volatility for energy stocks. Additionally, governments worldwide are pushing forward with policies that favor clean energy, which has added pressure on traditional fossil fuel companies to adapt or face reduced long-term growth pros
Advisor Perspectives
SEPTEMBER 4, 2024
There are two radically different visions of our AI future, and they depend on the cost of energy.
Accounting for Good
SEPTEMBER 4, 2024
The ACNC conducts audits to ensure that organisations comply with the ACNC Act and adhere to their responsibilities under Australian law.
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