Abnormal Returns
NOVEMBER 20, 2024
Podcasts Sam Dogen talks the 4% rule with Bill Bengen. (sites.libsyn.com) Frazer Rice talks with Christine Benz author of "How to Retire" (podcasts.apple.com) Carl Richards talks money and more with journalist Kara Swisher. (50fires.com) Retirement Gray divorce can have a huge effect on your retirement. (nytimes.com) Taxes in retirement only get more complicated.
Nerd's Eye View
NOVEMBER 20, 2024
Investment advisers are fiduciaries that owe a duty of care and loyalty to their clients. One component of this duty of care is an obligation to seek best execution of client securities transactions. While this requirement might sound relatively straightforward, the lack of a single definition for what this duty actually requires can make it challenging for advisers seeking to understand precisely what it means to comply with this responsibility.
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Calculated Risk
NOVEMBER 20, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 1.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending November 15, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 1.7 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
NOVEMBER 20, 2024
Open, honest and candid discussion about auto features, state mandates, RIA aggegators, alts in 401(k) plans and more.
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
NOVEMBER 20, 2024
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI October 2024: Business conditions at architecture firms begin to moderate The AIA/Deltek Architecture Billings Index (ABI) score for the month was 50.3 , meaning that the share of firms that reported declining billings was essentially equal to the share of firms that reported increasing billings.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
NOVEMBER 20, 2024
Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic. The following graphs are for inbound and outbound traffic at the ports of Los Angeles and Long Beach in TEUs (TEUs: 20-foot equivalent units or 20-foot-long cargo container).
Wealth Management
NOVEMBER 20, 2024
New tools automate the process of personalizing service and communications to improve the advisor-client relationship.
Norman Marks
NOVEMBER 20, 2024
People are quick to respond to a risk by seeking to “manage or mitigate” it. They shudder at the thought of risk. But there are times when the right thing is not only to take the identified risk (taking risk is a better way of looking at it than accepting risk) but to take more.
Wealth Management
NOVEMBER 20, 2024
When the fiduciary and the beneficiary don’t engage with each other, it can create discord that leads to litigation.
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.
Advisor Perspectives
NOVEMBER 20, 2024
Expressions of dissatisfaction with the global dominance of the dollar go back at least to French finance minister Valéry Giscard d’Estaing in 1965. But even today, the euro is no challenger to the greenback, and no one should hold their breath waiting for the BRICS to unveil their own attempt at an alternative currency.
Wealth Management
NOVEMBER 20, 2024
Hwang was found guilty in July of orchestrating a scheme to mislead his bank counterparties into providing Archegos with billions of dollars in trading capacity that inflated the value of his portfolio until the bubble burst in March 2021.
Advisor Perspectives
NOVEMBER 20, 2024
The multi-trillion-dollar artificial intelligence boom was built on certainty that generative models would keep getting exponentially better. Spoiler alert: they aren’t.
Wealth Management
NOVEMBER 20, 2024
State Street Global Advisors plans to create the SPDR Bridgewater All Weather ETF. The fund will be sub-advised by Bridgewater, which will provide a daily model portfolio specific to this product.
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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.
Calculated Risk
NOVEMBER 20, 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 222 thousand initial claims, up from 217 thousand last week. • Also at 8:30 AM, the Philly Fed manufacturing survey for November. The consensus is for a reading of 5.0, down from 10.3. • At 10:00 AM, Existing Home Sales for October from the National Association of Realtors (NAR).
A Wealth of Common Sense
NOVEMBER 20, 2024
Today’s Animal Spirits is brought to you by YCharts See here to register for a webinar with Josh Brown and CEO of YCharts Sean Brown to discuss the hottest trends as we head into 2025! See here for our annual Animal Spirits Audience Survey Listen here: On today’s show, we discuss: S&P 500 Will Soar 66% to 10,000 By End of Decade, Yardeni Says Investors Are Betting on a Market Melt-Up Farewell, for Now A.
Calculated Risk
NOVEMBER 20, 2024
Today, in the CalculatedRisk Real Estate Newsletter: California Home Sales Up 9.5% SA YoY in October Excerpt: The National Association of Realtors (NAR) is scheduled to release October Existing Home sales on Thursday, Nov 21st at 10:00 AM. The consensus is for 3.88 million SAAR, up from 3.84 million in September. Last year, the NAR reported sales in October 2023 at 3.85 million SAAR.
Wealth Management
NOVEMBER 20, 2024
An added level of protection and clarity may be needed.
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
Indigo Marketing Agency
NOVEMBER 20, 2024
A Thanksgiving Reflection: Building Gratitude Into Your Practice This Thanksgiving season, we want to take a moment to say thank you. Your continued support and engagement mean the world to us at Indigo Marketing Agency. Helping advisors grow and connect with their clients is a privilege, and we’re truly grateful to have you along for the journey. Watch the video below to hear a heartfelt message from Indigo’s Director of Marketing, Elizabeth Reider.
Wealth Management
NOVEMBER 20, 2024
The election outcome means current tax rates are likely to stay, which could enable some dealmakers to take a bit more time closing ongoing acquisitions.
Random Roger's Retirement Planning
NOVEMBER 20, 2024
Bill Bengen, known for deriving the 4% rule sat for a podcast with Sam Dogen , a well known FIRE proponent and blogger. The 4% rule is generally the accepted standard for a safe withdrawal rate in retirement to ensure the assets last for 30 years. Listen to the podcast. Their conversation was very illuminating. Get ready to be very surprised. Bengen retired as a financial advisor in 2013 but he also considers himself a researcher.
Wealth Management
NOVEMBER 20, 2024
MAG Wealth Management has also sold a 30% stake to Carson Group, and it will become the first Carson Wealth branded location in the state of Minnesota.
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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.
Discipline Funds
NOVEMBER 20, 2024
Here is one thing I think I am thinking about three times. 1) The money supply as the cost of capital. In a recent interview MicroStrategy CEO Michael Saylor was criticizing Warren Buffett’s cash management. Buffett has a colossal cash hoard of $325B sitting in T-Bills earning 4.5%. Saylor, on the other hand, invests his cash in Bitcoin. He justifies this “cash management” by arguing that his “cost of capital” is 15%.
Wealth Management
NOVEMBER 20, 2024
Examining the three domains of construction, validity and administration.
Investment Writing
NOVEMBER 20, 2024
Marketing and communications professionals know how to write well. However, sometimes you struggle to get your firm’s executives to recognize the power of good writing. You edit their text, but the execs put the jargon and long-winded, indirect language back in. I have seven tips for how to win over your subject-matter experts. Note: This post was originally published on October 18, 2013, on the MarketingProfs blog , but it remains relevant today.
Advisor Perspectives
NOVEMBER 20, 2024
I think I have all the information I need to provide a view that others can confidently rely on, whether personal or professional advice. There’s just one problem: I’m often wrong. Why is that?
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!
Leading Advisor
NOVEMBER 20, 2024
In today’s fast-paced world, professionals in all fields—coaches, consultants, financial advisors, life insurance agents, and marketers—can learn a great deal from effective campaign strategies. By… The post 2024 Campaign Success Strategies: Business and Marketing Lessons appeared first on Leading Advisor - Simon Reilly.
Validea
NOVEMBER 20, 2024
Below is our trend following update for November of 2024. Our trend following system uses multiple moving averages to identify the long-term trend in a variety of equity indexes, asset classes, sectors and investment styles. All but one of the major asset classes and equity indexes rare currently in uptrends. Commodities are the lone exception and has moved back into a downtrend.
Advisor Perspectives
NOVEMBER 20, 2024
Gen Z and millennials are widely considered to be the most diverse and socially conscious generations yet. They are vocal about their interest in driving social impact. And their values and priorities dictate their actions, all of which are actively shaping the future.
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