Sat.Aug 10, 2024

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The End of Spam: Robocalls and texts… your days are numbered : The industry blasting your phone with spam calls and texts is about to implode. The feds could throw a wrench into the opaque, sometimes sketchy, and incredibly lucrative lead-generator industry. ( Sherwood ) • The Well-Off People Who Can’t Spend Money : Tightwads drag around a phantom limb of poverty, no

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Schedule for Week of August 11, 2024

Calculated Risk

The key reports this week are July CPI, Retail Sales and Housing Starts. For manufacturing, the Industrial Production report will be released. -- Monday, August 12th -- No major economic releases scheduled. -- Tuesday, August 13th -- 6:00 AM ET: NFIB Small Business Optimism Index for July. 8:30 AM: The Producer Price Index for July from the BLS. The consensus is for a 0.2% increase in PPI, and a 0.2% increase in core PPI. -- Wednesday, August 14th -- 7:00 AM ET: The Mortgage Bankers Association

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Three Things – Weekend Reading

Discipline Funds

Here are some things I think I am thinking about this weekend: 1) The Panicky Emotions of Short-Termism. What a wild week for the market. After closing down 2.5% on Monday following the panicky response to the previous Friday’s job report, the market ended the week…flat. If you’d been on vacation all week and just looked at your account balances you’d have thought that nothing even happened.

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Real Estate Newsletter Articles this Week: Early Reports Suggest New Cycle Low for NAR reported Sales in July

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • 1st Look at Local Housing Markets in July Early Reports Suggest New Cycle Low for NAR reported Sales in July • ICE Mortgage Monitor: Existing Home Inventory Surges in Florida and Texas • How Much will the Fannie & Freddie Conforming Loan Limit Change for 2025?

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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I Can Build That Portfolio With 3 Funds

Random Roger's Retirement Planning

Two years ago a friend asked for help with a $25,000 inheritance. This was not serious money for him, and his wife, so they could be somewhat aggressive. I got the sense they wanted really just set it and forget it. The anchor was the iShares All Country World Index ETF, a small weighting into AGFiQ US Market Neutral Anti-Beta ETF which is a client and personal holding and Standpoint Multi-Asset Fund which is also a client and personal holding.

More Trending

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Saraswati Saree Depot IPO Review – GMP, Financials And More

Trade Brains

Saraswati Saree Depot Company is coming up with its IPO fresh issue of Rs. 104 crores and offer for sale worth Rs. 56.02 crores, totalling Rs. 160.01 crores. which will open on 12 th August 2024. The issue will close on 14 th August 2024 and be listed on the exchange on 20 th August 2024. In this article, we will look at the Saraswati Saree Depot IPO Review and analyze its strengths and weaknesses.

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What Declining Interest Rates Could Mean for You

Advisor Perspectives

When the Federal Reserve lowers its key short-term interest rate, the impact isn't uniform across the financial universe.

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Saturday links: moving more

Abnormal Returns

Autos Why Americans are snapping up small cars. (axios.com) The U.S. has higher alcohol limits for drivers than other countries. (nytimes.com) How to get drivers to put down their phones. (arstechnica.com) Lighter, stronger steel would make for more efficient cars. (knowablemagazine.org) The story of Porsche. (quartr.com) Transport Air cargo rates across the Pacific are on the rise.

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Active Management Will Drive Muni Returns in 2024

Advisor Perspectives

Municipal bonds maintained their summer strength and posted a second-consecutive month of positive performance in July.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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Dynamic Landscape for Multi-Asset Income Seekers

Advisor Perspectives

Multi-asset strategies must adapt to a promising—but changeable—environment for generating income.

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Recession or Not, Utilities Can Thrive in Current Market

Advisor Perspectives

During volatile markets, investors may flock to safe haven sectors like utilities that can weather a recession.

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The Comeback Kids

Advisor Perspectives

Everybody loves a good comeback story: Seabiscuit. The Mighty Ducks. 493 stocks in the S&P 500 index.

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With US Chips Act Money Mostly Divvied Up, the Real Test Begins

Advisor Perspectives

The Biden administration is nearly finished divvying up $39 billion in grants under the Chips and Science Act, the landmark bipartisan legislation aimed at revitalizing the domestic semiconductor industry. The bigger test still lies ahead.

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Back to Basics with Reconciliations

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.