Nerd's Eye View

NOVEMBER 28, 2024

How much to charge for financial advice is rarely a decision made lightly. A firm's pricing strategy often reflects both the local market (or niche-related) norms – such as the nearly-ubiquitous 1%. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility. Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning.

Clients 246

Clients Financial Planner Fee Only Financial Planning 246

The Big Picture

NOVEMBER 28, 2024

My Turkey Day reads: • 101 Simple Joys of Life We Must Not Forget : No matter what is happening in our lives, we can always find something to appreciate and be grateful for. ( The Plain Simple Life ) • Buffett’s Life Advice May Be More Valuable Than His Portfolio : The Oracle of Omaha’s latest letter shares his insight on how to leave behind a strong family and a lasting legacy. ( Bloomberg ) • 18 Thanksgiving dishes Post readers make every year : Stuffed ham.

Communication 130

Communication Food Government Portfolio 130

Calculated Risk

NOVEMBER 28, 2024

Here are five economic reasons to be thankful this Thanksgiving. (Hat Tip to Neil Irwin who started doing this years ago) 1) The Unemployment Rate is at 4.1% The unemployment rate was at 4.1% in October. The unemployment rate is down from 14.7% in April 2020 (the highest rate since the Great Depression). The unemployment rate is up from 3.4% in April 2023 - and that matched the lowest unemployment rate since 1969!

Economics 115

Economics 115

A Wealth of Common Sense

NOVEMBER 28, 2024

On this week’s show we also touched on questions about diversification as a younger investor, a pep talk for younger generations, financial planning with Chat GPT and paying down your mortgage vs. investing in fixed income. Further Reading: Why I’m Selling Some Bitcoin The post Is It Too Late to Buy Bitcoin? appeared first on A Wealth of Common Sense.

Financial Planning 110

Financial Planning Planning Investing Investments 110

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.

Accounting

Random Roger's Retirement Planning

NOVEMBER 28, 2024

This will be fun. We spend some time here trying to crack the factor code in pursuit of better risk adjusted returns. It's difficult to draw any firm conclusions, more like making some observations that appear to repeat.sometimes. That brings to this research paper by Robeco Quantitative Research and Erasmus University. I would describe the paper as seeking how to use low volatility equities in various ways to replace some or all of a traditional 60% equities/40% bonds portfolio.

Distribution 52

Distribution Asset Allocation Portfolio Taxes 52

The Big Picture

NOVEMBER 28, 2024

Callie Cox is the Chief Market Strategist at RWM. She regularly posts at Optimistic Callie. (Subscribe, its great and free!) This is her first post here, and it’s perfect for the holiday weekend. Enjoy! Hey hey, happy holiday-shortened week! I don’t know about you, but I’m bracing myself for some insufferable conversations at the dinner table on Thursday.

Media 148

Media Sales Marketing Marketing 148

Abnormal Returns

NOVEMBER 28, 2024

Technology Tether is a useful tool for drug cartels to launder money. (404media.co) How a New Jersey law could help improve online privacy. (wired.com) Is doing Duolingo ($DUOL) a waste even if you don't become fluent? (thedial.world) Health What happens when a fertility clinic makes a (big) error. (nytimes.com) Why more hospitals are pushing for care at home.

Distribution 147

Distribution 147