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
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Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be
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.
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
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.
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
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).
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.
Speaker: Indy Chakrabarti, Chief Marketing Officer at HighRadius
4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor
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
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
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.
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.
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
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.
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.
Advisor Perspectives
SEPTEMBER 18, 2024
The last five years have bombarded investors with a seemingly never-ending array of challenges. Yet despite all these obstacles the S&P 500 is up almost 90% as of this writing.
Wealth Management
SEPTEMBER 18, 2024
The outcome of the final basis consistency regulations from the Treasury Department is worth the wait.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
Advisor Perspectives
SEPTEMBER 18, 2024
Marketing is an ongoing evolution – a living conversation with your ideal clients – so the opportunity to level-up is omnipresent (and part of what I love in my work).
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.
Advisor Perspectives
SEPTEMBER 18, 2024
The Federal Reserve’s looming rate cuts are fueling a rally in the riskiest corner of the US corporate bond market, but some investors are concerned the party may not last.
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.
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Finance Transformation Myths Busted Over 75% of organizations struggle to define the right success metrics to benchmark the impact of their finance transformation investment. Whether you are just initiating your digital transformation journey or planning to pitch your next AI project to leadership, without the right metrics and a rigorous tracking process - all your efforts might go to waste!
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.
Advisor Perspectives
SEPTEMBER 18, 2024
Don’t assume because you are a certain way that others behave in similar ways. We all reveal ourselves in a variety of small ways every day. Watch. Listen. Learn and never, ever assume. When someone does behave in a way you don’t like or is offensive, deal with it directly. Don’t let it fester and grow to destroy the relationship.
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!
Trade Brains
SEPTEMBER 18, 2024
Manba Finance Company is coming up with its IPO fresh issue of Rs. 150.84 crores. The IPO opens on 23 rd September 2024. The issue will close on 25 th September 2024 and be listed on the exchange on 30 th September 2024. In this article, we will look at the Manba Finance IPO 2024 and analyze its strengths and weaknesses. Keep reading to understand about the company.
Advisor Perspectives
SEPTEMBER 18, 2024
The Federal Reserve is widely expected to begin cutting interest rates this week as moderating inflation allows the central bank to roll back some of its previous rate increases. I expect that some investors will be tempted to chase stocks given the stubborn conventional wisdom that interest rates and stock prices move in opposite directions. They should reconsider.
Wealth Management
SEPTEMBER 18, 2024
A new study finds that the younger demographic needs education on charitable giving tools.
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