Abnormal Returns
APRIL 8, 2024
Strategy It's way too easy to mislead someone with charts. (awealthofcommonsense.com) Once you start humble bragging, it's time to rein things in. (radreads.co) Companies Taiwan Semi ($TSM) is doubling down on its U.S. production plans. (arstechnica.com) The path to a new and improved Paramount Global ($PARA) is complex. (finance.yahoo.com) Global With a rate hike in the books, is Japan's economy finally normalizing?
Nerd's Eye View
APRIL 8, 2024
Among the many client niches financial advisors serve, successful business owners are often seen as an attractive group to work with, given the complexity of their financial situations (meaning that advisors have significant room to add value) and that many fall into the High Net Worth (HNW) category with as much as $5 million (and more) in assets, giving advisors a chance to move 'upmarket'.
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Abnormal Returns
APRIL 8, 2024
Podcasts Daniel Crosby talks with Thomas Malthar about the differences between financial well-being and financial independence. (standarddeviationspod.com) Michael Kitces talks with John Bowen, CEO and founder of CEG Worldwide, about what it takes to attract and serve HNW entrepreneur clients. (kitces.com) Private companies The Destiny Tech100 Fund is a public vehicle to invest in private companies.
A Wealth of Common Sense
APRIL 8, 2024
A reader sent me the following chart asking for my thoughts: I honestly don’t know who the creator of this chart is. I don’t know the intention of it either but the fact that the title contains the word collapse makes it sound scary. Knowing that housing prices in the U.S. are at all-time highs makes this chart seem suspect, but the data checks out.
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
APRIL 8, 2024
Altos reports that active single-family inventory was down 0.9% week-over-week. Inventory bottomed in mid-February this year, as opposed to mid-April in 2023, and inventory is now up 3.8% from the February bottom. Note: the decline this week was due to the Easter holiday, and seasonally, inventory usually increases following Easter. Click on graph for larger image.
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Calculated Risk
APRIL 8, 2024
From Dodge Data Analytics: Dodge Momentum Index Fell 9% in March The Dodge Momentum Index (DMI), issued by Dodge Construction Network, fell 8.6% in March to 164.0 (2000=100) from the revised February reading of 179.5. Over the month, commercial planning fell 3.2% and institutional planning dropped 17.2%. “In 2023, commercial planning decreased while institutional planning notably improved, sitting 29% above year-ago levels in February 2024.
Wealth Management
APRIL 8, 2024
This new law, which took effect Jan. 1. 2o24, was enacted to help prevent and combat money laundering, terrorist financing, corruption, tax fraud and other illicit activity.
The Irrelevant Investor
APRIL 8, 2024
Here I am in 2015 at Bar A on the Jersey Shore to watch Mike Francesa record a live radio show. And here I am, nearly ten years later, recording a podcast with him. If you don’t know who Mike Francesa is, he created sports talk radio as we know it today. I’m not exaggerating. ESPN did a 30 for 30 on Mike and the Mad Dog. My friends and I all grew up listening to these guys in the car with our dads.
Wealth Management
APRIL 8, 2024
Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets.
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.
XY Planning Network
APRIL 8, 2024
I remember first hearing about a new group of planners through a post on the FPA discussion board. This group was looking to help people with financial planning and charge them on a retainer basis. “Wow,’ I thought. “That’s exactly what I am doing!” So I called Alan Moore and talked with him about this concept. This pricing dilemma was a challenge I had been struggling with and Alan was excited to share his vision.
Wealth Management
APRIL 8, 2024
Dawson James Securities failed to retain more than 10,000 business-related texts, including consumer complaints and client conversations, over 10 years, according to FINRA.
Advisor Perspectives
APRIL 8, 2024
When oil jumped above $90 a barrel just days ago, military tensions between Israel and Iran were the immediate trigger. But the rally’s foundations went deeper — to global supply shocks that are intensifying fears of a commodity-driven inflation resurgence.
Random Roger's Retirement Planning
APRIL 8, 2024
Dave Nadig posted a question on Twitter asking if you had a client who was very concerned about inflation, regardless of whether they were correct, what would you recommend? Then he mentioned a few symbols. The following chart is tough to look at but it includes most of the symbols he mentioned along with a few others that I am aware set to 2022 when inflation spiked pretty hard.
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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.
Carson Wealth
APRIL 8, 2024
Three Bullish Signals from the First Quarter “We may not know where we are going, but we better know where we stand.” — Howard Marks, Co-Founder of Oaktree Capital Management The S&P 500 was down 0.9% last week, getting the first quarter off to a slow start. A strong first quarter still suggests a positive outlook, but some bumps along the way are normal and even healthy.
Wealth Management
APRIL 8, 2024
Jim Cahn is also moving into a new role, while Dan Stampf was brought in from Empower to head up a new products team.
Advisor Perspectives
APRIL 8, 2024
Suppose everything we believe about carbon and climate is wrong?
Wealth Management
APRIL 8, 2024
On the heels of a brand refresh and updated name, Steward says it welcomed a “fleet” of advisors in January and February.
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
Calculated Risk
APRIL 8, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Near Highest Levels Since February Mortgage rates moved up somewhat abruptly today as the bond market lost more ground over the weekend. there weren't any compelling news headlines or economic reports driving the weakness. It would be better thought of as a hangover from Friday's jobs report.
Wealth Management
APRIL 8, 2024
Rob Pettman is leaving the independent broker/dealer after 17 years to join a fintech firm.
Calculated Risk
APRIL 8, 2024
From STR: U.S. hotel results for week ending 30 March As expected ahead of the Easter holiday, U.S. hotel performance decreased from the previous week , according to CoStar’s latest data through 30 March. 24-30 March 2024 (percentage change from comparable week in 2023): • Occupancy: 62.3% (-5.6%) • Average daily rate (ADR): US$157.14 (-0.7% • Revenue per available room (RevPAR): US$97.83 (-6.3%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the
Wealth Management
APRIL 8, 2024
Meanwhile, REITs posted positive total returns in March and are down slightly year-to-date.
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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.
NAIFA Advisor Today
APRIL 8, 2024
The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. Since 1988, the Foundation has recognized the top three articles published in a specific volume (six issues within the same calendar year) with these annual awards.
Financial Symmetry
APRIL 8, 2024
After working with hundreds of our clients to prepare their tax returns, we’ve discovered some new tax surprises that if preparing beforehand, could be helpful when completing your tax return this year. 10 Tax Return Surprises Tax planning and preparation … Continued The post 10 Tax Return Surprises You’ll Want to Avoid, Ep #213 appeared first on Financial Symmetry, Inc.
Wealth Management
APRIL 8, 2024
Learn how to compete for the entire client relationship.
A Wealth of Common Sense
APRIL 8, 2024
Today’s Animal Spirits is brought to you by Schaffer Cullen Capital Management: See here for more information on Schaffer Cullen Capital Management Emerging Markets High Dividend Strategy On today’s show, we discuss: Return drivers within Emerging Markets Understanding China within Emerging Markets Top-down analysis and avoiding certain country exposure Avoiding value-traps Strong macro trends in India Scree.
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!
Wealth Management
APRIL 8, 2024
And less time being defensive.
Advisor Perspectives
APRIL 8, 2024
I asked Google's Gemini LLM to opine on the historical drawdowns of the Nasdaq 100. The results, though not perfect, are good enough that investors need to start paying attention.
Trade Brains
APRIL 8, 2024
In the intricate landscape of trading, understanding candlesticks and chart patterns stands paramount. “Candlesticks and Charts Trading Mastery” authored by Kritesh Abhishek emerges as a beacon for those seeking profound insights into technical analysis and chart trading. This review delves into the intricacies of Kritessh’s book, spanning 236 vibrant pages designed to demystify candlesticks and chart patterns.
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