Abnormal Returns
JUNE 5, 2024
Podcasts Barry Ritholtz talks with Peter Mallouk about better managing your financial affairs. (ritholtz.com) Dan Haylett talks with Stephanie McCullough, founder of Sophia Financial, about the challenges facing women planning for retirement. (humansvsretirement.com) Jonathan Clements and Peter Mallouk talk about the challenges of raising money savvy children.
Nerd's Eye View
JUNE 5, 2024
For the most part, solo advicers launching their first practice often have plenty of time and not a lot of revenue, which means they tend to take care of every aspect of the business themselves. As their practices grow and they start to serve more clients, though, advicers invariably reach a point where they simply don't have the time to do everything on their own and need to decide whether to make their first hire (or not!).
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Abnormal Returns
JUNE 5, 2024
Markets Dedicated short-sellers are a dying breed. (bloomberg.com) Which should give investors pause. (herbgreenberg.substack.com) Crypto The Ether ETF fee war is already here. (barrons.com) Bitcoin miners with attractive power contracts could become targets. (coindesk.com) Finance The Texas Stock Exchange is taking steps to start trading. (wsj.com) Alphabet ($GOOGL) is stealing Eli Lilly's ($LLY) CFO.
A Wealth of Common Sense
JUNE 5, 2024
Today’s Animal Spirits is brought to you by YCharts and CME Group: See here for 20% off (new customers only) and for more info on the transition analysis tool. See here for more information on CME Group’s valuable educational materials and trading tools and learn more about what adding futures can do for you. On today’s show, we discuss: 200 years of market concentration Wall Street’s favorite r.
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.
Wealth Management
JUNE 5, 2024
BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JUNE 5, 2024
The United States opposes Brazil's proposed 2% annual tax on the ultrawealthy.
Advisor Perspectives
JUNE 5, 2024
Its business is massive, its profits are booming and everyone already knows Nvidia Corp. is the hottest stock on Wall Street.
Wealth Management
JUNE 5, 2024
Daniel Noonan joins the firm from Nuveen, filling a void created by Kimberly LaPointe’s departure in February.
Random Roger's Retirement Planning
JUNE 5, 2024
Let's do some crazy stuff with this post.crazy. I've been thinking about the Alpha Architect Tail Risk ETF (CAOS) that we wrote about the other day. As I mentioned, I am not sure whether it would actually go up if there was a serious, fast-ish decline. It very well could work but it hasn't been tested yet. I do believe it can function as a short term cash proxy if nothing else that might go up like a tail risk strategy when the next meaningful decline happens.
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
JUNE 5, 2024
Open, honest and candid discussion about the DOL fiduciary rule, Merrill's data breach, in-plan annuities and more.
Calculated Risk
JUNE 5, 2024
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 5.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending May 31, 2024. This week’s results include an adjustment for the Memorial Day holiday. The Market Composite Index, a measure of mortgage loan application volume, decreased 5.2 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
JUNE 5, 2024
Two advisors from Merrill and Morgan Stanley with nearly $600 million AUM will form the first Alaska office for Raymond James' employee channel.
Calculated Risk
JUNE 5, 2024
From ADP: ADP National Employment Report: Private Sector Employment Increased by 152,000 Jobs in May; Annual Pay was Up 5.0% Private sector employment increased by 152,000 jobs in May and annual pay was up 5.0 percent year-over-year, according to the May, according to the April ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
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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
JUNE 5, 2024
A team of five advisors in Zanesville, Ohio, have launched Attain Wealth Partners under Kestra's Private Wealth Services division.
Calculated Risk
JUNE 5, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, Trade Balance report for April from the Census Bureau. The consensus is the trade deficit to be $69.7 billion. The U.S. trade deficit was at $69.4 Billion in March. • Also at 8:30 AM, The initial weekly unemployment claims report will be released.
Wealth Management
JUNE 5, 2024
Monday, July 01, 2024 | 2:00 PM Eastern Daylight Time
Calculated Risk
JUNE 5, 2024
Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16, 2023. I've now switched to a new physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period when both contracts were available.
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
JUNE 5, 2024
Will the court allow its modification?
Advisor Perspectives
JUNE 5, 2024
A peaceful retirement, including the knowledge that your business will survive long into the future without needing to be sold, can quickly evaporate if you’re still the central rain maker of your business.
Wealth Management
JUNE 5, 2024
How today’s agents can get there.
Harness Wealth
JUNE 5, 2024
“Until I found Harness, starting my own tax practice wasn’t an option that I was seriously considering.” Mr. Maddox is a member of Harness and is not being directly compensated for sharing his opinion and experience with our firm. Due to Mr. Maddox’s relationship with Harness as a tax adviser on the platform, material conflicts of interest may arise.
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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
JUNE 5, 2024
The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?
Advisor Perspectives
JUNE 5, 2024
The Institute of Supply Management (ISM) has released its May services purchasing managers' index (PMI). The headline composite index is at 53.8, surpassing the 51.0 forecast. The latest reading is the highest level for the index in the past nine months and moves the index back into expansion territory after one month in contraction territory.
Wealth Management
JUNE 5, 2024
The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?
Advisor Perspectives
JUNE 5, 2024
Jacoby looks at current macroeconomic dynamics through the lens of the movie, “A Bronx Tale,” Robert Di Nero’s directorial debut.
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
JUNE 5, 2024
A new hybrid model and the surprising firms that use it.
Advisor Perspectives
JUNE 5, 2024
The S&P 500 real monthly averages of daily closes peaked in November of 2021, 2022 was a bear market, and 2023 was a bull market. Let's examine the past to broaden our understanding of the range of historical trends in market performance.
Wealth Management
JUNE 5, 2024
Transcript of Episode 108 of 401(k) Real Talk.
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