Abnormal Returns
SEPTEMBER 18, 2024
Podcasts Peter Lazaroff talks with Rubin Miller about the complexities of investing. (peterlazaroff.com) Bogumil Baranowski talks with Meir Statman author of "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance." (talkingbillions.co) How to Retire A review of Christine Benz's new book “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.
The Big Picture
SEPTEMBER 18, 2024
At the Money: Can You Have Too Much Money? Brian Portnoy, Shaping Wealth (September 18, 2024) Can money buy you happiness? How much money is too much? Does wealth offer diminishing returns? In this edition of At the Money, I sit down with Brian Portnoy to explore these questions. Full transcript below. ~~~ About this week’s guest: Brian Portnoy is founder and CEO of Shaping Wealth , which helps advisors and their clients to achieve “funded contentment,” and operates as an outsourced Chief Beha
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Abnormal Returns
SEPTEMBER 18, 2024
Strategy No matter how you spin the numbers, day trading is a losing proposition. (morningstar.com) Companies Tupperware ($TUP) has filed for Chapter 11. (alchemy.substack.com) 23andMe's ($ME) independent board members have resigned. (axios.com) Coffee Coffee prices just keep going up. (ft.com) Customized (coffee) drinks are all the rage. (nytimes.com) Substack Substack is adding a live video component to its newsletter service (engadget.com) Substack has become a home for fashion writers.
Nerd's Eye View
SEPTEMBER 18, 2024
In the nearly 2 years since the launch of ChatGPT, there has been an explosion of new technology solutions incorporating Artificial Intelligence (AI). Today, AI is now almost ubiquitous across many of the tools that we use, from smartphone cameras to search engines to office productivity software. For financial advisors, too, a ballooning number of new advisor-focused AI tools has appeared over the last 24 months, purporting to save advisors' time and staffing needs by automatically performing p
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
SEPTEMBER 18, 2024
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: Architecture firm billings remained sluggish in August, as the AIA/Deltek Architecture Billings Index (ABI) score declined to 45.7 It has now been nearly two years since firms saw sustained growth. However, clients are still expressing interest in new projects, as inquiries into work have continued to increase during that period.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
SEPTEMBER 18, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 14.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending September 13, 2024. Last week’s results included an adjustment for the Labor Day holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 14.2 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
SEPTEMBER 18, 2024
Advisors have been instituting these strategies for months as the Fed's 50bps interest rate cut has been widely anticipated.
Calculated Risk
SEPTEMBER 18, 2024
Today, in the Calculated Risk Real Estate Newsletter: Housing Starts Increased to 1.356 million Annual Rate in August A brief excerpt: Total housing starts in August were above expectations and starts in June and July were revised slightly. A solid report. The third graph shows the month-to-month comparison for total starts between 2023 (blue) and 2024 (red).
A Wealth of Common Sense
SEPTEMBER 18, 2024
Today’s Animal Spirits is brought to you by YCharts and Fabric: See here for 20% off your initial YCharts professional subscription Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: How Individual Retirement Accounts Changed the Stock Market Forever Social Security: The Most Important Retirement Plan Ever Created The Evolution of Reti.
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
SEPTEMBER 18, 2024
The outcome of the final basis consistency regulations from the Treasury Department is worth the wait.
Calculated Risk
SEPTEMBER 18, 2024
Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Recent indicators suggest that economic activity has continued to expand at a solid pace. Job gains have slowed, and the unemployment rate has moved up but remains low. Inflation has made further progress toward the Committee's 2 percent objective but remains somewhat elevated.
Wealth Management
SEPTEMBER 18, 2024
Focusing on estate planning may not be the best pathway to sell life insurance.
Discipline Funds
SEPTEMBER 18, 2024
Here is the ONE thing I think I am thinking THREE times this week. If you prefer video you can also see my thoughts on the big rate cut from my interview on Schwab Network in which I discussed the relevant conclusions. 1) The Fed Goes 50!!!!!! Last week I wrote about whether the Fed would go 25 or 50. I said I would personally go 50, but that the Fed would more likely lean to 25.
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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
SEPTEMBER 18, 2024
Open, honest and candid discussion about One America's deal with Voya, Alera Retirement's growth, August job jumbers, the Wealthies and more.
Calculated Risk
SEPTEMBER 18, 2024
From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately-owned housing starts in August were at a seasonally adjusted annual rate of 1,356,000. This is 9.6 percent above the revised July estimate of 1,237,000 and is 3.9 percent above the August 2023 rate of 1,305,000. Single-family housing starts in August were at a rate of 992,000; this is 15.8 percent above the revised July figure of 857,000.
Wealth Management
SEPTEMBER 18, 2024
The SEC found that after a merger, First Horizon did not properly follow its Regulation Best Interest procedure when making structured note recommendations to some clients.
Calculated Risk
SEPTEMBER 18, 2024
Statement here. Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. Here are the projections. Since the last projections were released, economic growth has been above expectations, the unemployment rate is slightly above expectations, and inflation lower than expected (although there are some "base effects" that might push PCE inflation up a little later this year).
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
SEPTEMBER 18, 2024
Despite significant hardships, advisor Marissa Nehlsen offers a story of hope for others in pain, as she has yet to slow down or limit her goals.
Calculated Risk
SEPTEMBER 18, 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 235 thousand initial claims, up from 230 thousand last week. • Also at 8:30 AM, the Philly Fed manufacturing survey for September. The consensus is for a reading of 2.0, up from -7.0. • At 10:00 AM, Existing Home Sales for August from the National Association of Realtors (NAR).
Wealth Management
SEPTEMBER 18, 2024
The American Housing and Economic Mobility Act presents challenges and opportunities.
Advisor Perspectives
SEPTEMBER 18, 2024
Aligning a client’s values with their financial decisions is often touted as a best practice for financial advisors. It’s time to reexamine that premise.
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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
SEPTEMBER 18, 2024
The Federal Open Market Committee voted 11 to 1 to lower the federal funds rate to a range of 4.75% to 5%, after holding it for more than a year at its highest level in two decades.
Aleph
SEPTEMBER 18, 2024
Picture Credit: National Library of Ireland on The Commons || Interest rates always move in lockstep, right? So the Fed loosened 0.50%. Long past the time it should have done so. What was the result on the long end of the Treasury yield curve? Well, look at that! As the Fed cut the short-term policy rate, yields in the portion of the yield that matter more rose.
Trade Brains
SEPTEMBER 18, 2024
Drones are transforming India’s defense landscape, offering innovative solutions for surveillance and logistics. Drones are becoming essential tools in various industries, especially in defense, agriculture, and security. As the Indian government invests in drone technology, the sector is poised for significant growth. This evolution reflects a broader shift towards modernisation in defense strategies.
Random Roger's Retirement Planning
SEPTEMBER 18, 2024
If you've been reading these posts for the last few months or maybe longer, you know how intrigued I am with the concept of ReturnStacking or is it is also known capital efficiency. My interest goes back long before the ReturnStacked ETFs existed and I believe long before the term capital efficiency was common, to Nassim Taleb writing about barbelling returns where most of the risk is allocated to just 10% of a portfolio with the rest in very conservative things like T-bills.
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!
Harness Wealth
SEPTEMBER 18, 2024
Only 26% of Americans have an estate plan. If you’re thinking, “But my clients are high-net-worth…many more have an estate plan.” Well, the numbers are only slightly better for high-net-worth families, with just over 50% as reported by Think Advisor. What do these numbers tell us? These numbers show an opportunity for tax practices to build deeper, meaningful relationships with their clients, helping them to navigate some of life’s most challenging financial decisions.
Advisor Perspectives
SEPTEMBER 18, 2024
Bitcoin's price increased to over $60,000 this past week. BTC is currently up ~37% year-to-date. Here are the latest charts on three of the largest cryptocurrencies by market share through 9/17/24.
Carson Wealth
SEPTEMBER 18, 2024
Carson Wealth’s Russ Nieland CFP ® , AIF ® , Managing Director, Partner and Wealth Advisor and Chris Graw, CFP Ⓡ , ChFC Ⓡ , CLU Ⓡ Partner & Wealth Advisor discuss concerns that fall on the Sandwich Generation. The post Concerns of the Sandwich Generation appeared first on Carson Wealth.
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