Abnormal Returns
APRIL 4, 2024
Books A Q&A with Elizabeth Kolbert author of "H Is for Hope: Climate Change from A to Z." (grist.org) An excerpt from Kathleen DuVal’s upcoming book, "Native Nations: A Millennium in North America." (theatlantic.com) Health Research into treatments for long Covid are ongoing. (nature.com) How ECPR works and how it could become standard procedure.
Nerd's Eye View
APRIL 4, 2024
In its most recent report on U.S. Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. And given the industry's ongoing evolution away from being primarily sales-based and towards a more robust profession driven by deeper service models and long-term client/advisor relationships, many in the industry are genuinely concerned that there simply aren't enough new advisors entering the profession to meet the public's nee
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The Big Picture
APRIL 4, 2024
At The Money: with Jim Bianco, President Bianco Research (April, 03, 2024) Interest rates have risen by over 500 basis points during the past 24 months. In this new interest rate regime, TINA is no more. Investors should be considering capturing some of that yield in their portfolios. Full transcript below. ~~~ This week’s guest: Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C.
Carson Wealth
APRIL 4, 2024
Your parents taught you everything you know about money. From opening your first checking account to taking out your first car loan, they were always there to guide you. But as your parents get older, they may begin turning to you for help with their finances. How do you begin to navigate this new reverse dynamic? It’s not always easy. There are both practical and emotional challenges to consider before you step in and take over your parents’ financial situation.
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
APRIL 4, 2024
According to J.D. Power’s annual survey on self-directed investors, Fidelity took the top marks for DIY investors seeking guidance, with Charles Schwab following closely behind.
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Wealth Management
APRIL 4, 2024
Lone Beacon's analysis of email subject lines from advisors found that short subject lines with clear value proposition messaging are best.
Calculated Risk
APRIL 4, 2024
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For February, Realtor.com reported inventory was up 23.5% YoY, but still down almost 38% compared to March 2017 to 2019 levels. Now - on a weekly basis - inventory is up 25.0% YoY. Realtor.com has monthly and weekly data on the existing home market.
Wealth Management
APRIL 4, 2024
AdvicePay's study found the reoccurring fee model remains popular, with 83% of all invoices sent through the service being for subscriptions.
A Wealth of Common Sense
APRIL 4, 2024
Nick Maggiulli joined me again on the show this week to discuss questions relating to giving financial advice to family members, the rent vs. buy decision, how hard it is to become a millionaire and how to diversify your portfolio as you age. Further Reading: The Siren Song of Market Timing The post The Difference Between Market Timing & Risk Management appeared first on A Wealth of Common Sense.
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
APRIL 4, 2024
Stacy Coffey, a former senior vice president of wealth strategies at Wealth Enhancement Group, will lead advisor partnerships at Rise Growth Partners.
The Irrelevant Investor
APRIL 4, 2024
Today’s Compound and Friends is brought to you by AdvisorShares: See here for more information on the AdvisorShares Dorsey Wright ETFs On today’s show, we discuss: The Q’s just slid into its 5th-longest streak above its 200-day moving average Calpers to invest more than $30B in private markets Why McKinsey is paying staff to leave Tiger Global VC fund closes 63% below target with $2.2B Fidelity adds.
Wealth Management
APRIL 4, 2024
With a background in managing complex real estate portfolios, David Gottlieb joins Savvy for back-office support and improved services.
Calculated Risk
APRIL 4, 2024
The DOL reported : In the week ending March 30, the advance figure for seasonally adjusted initial claims was 221,000 , an increase of 9,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 210,000 to 212,000. The 4-week moving average was 214,250, an increase of 2,750 from the previous week's revised average.
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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
APRIL 4, 2024
Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey.
Calculated Risk
APRIL 4, 2024
The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $68.9 billion in February , up $1.3 billion from $67.6 billion in January, revised. February exports were $263.0 billion, $5.8 billion more than January exports. February imports were $331.9 billion, $7.1 billion more than January imports. emphasis added Click on graph for larger image.
Wealth Management
APRIL 4, 2024
The goal of retirement plans should be providing income to those no longer working, not accumulating wealth for those who still are.
Calculated Risk
APRIL 4, 2024
On Friday at 8:30 AM ET, the BLS will release the employment report for March. The consensus is for 200,000 jobs added, and for the unemployment rate to be unchanged at 3.9%. There were 275,000 jobs added in February, and the unemployment rate was at 3.9%. From Goldman Sachs economist Spencer Hill We estimate nonfarm payrolls rose by 240k in March —above consensus.
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
APRIL 4, 2024
Michelle McIntyre will step in to oversee national business development, and Michael Goldfader will manage the West Coast.
MainStreet Financial Planning
APRIL 4, 2024
If your child is a sophomore in high school right now, this year is super important for your college funding plan! To be eligible for financial aid (grants & student loans) for college your child will need to submit your tax return as part of their FAFSA application when applying to colleges in their senior year. The FAFSA uses the Prior-Prior Year income to determine eligibility.
Wealth Management
APRIL 4, 2024
Delays stemming from a revamp of the federal financial aid application mean many students are making their higher education decisions without key information about the price.
Calculated Risk
APRIL 4, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, 8:30 AM: Employment Report for March. The consensus is for 200,000 jobs added, and for the unemployment rate to be unchanged at 3.9%.
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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
APRIL 4, 2024
After accounting for additional risks and fees, the asset class delivers virtually no extra return to investors, according to a study released by the National Bureau of Economic Research.
Advisor Perspectives
APRIL 4, 2024
The economy, inflation, interest rates and market valuations drive the key questions facing advisors. Does the tech stock landscape mirror the boom of 1996 or the bust of 2000? What will be the impact of Meta's inaugural dividend payment? Is now the time to increase allocations to international Markets? What are the challenges faced by retail banks by not providing competitive rates and the resulting opportunity cost of holding cash?
Wealth Management
APRIL 4, 2024
The RIA platform partnered with Griffin Distribution to offer annuities, life, disability and long-term care insurance.
Advisor Perspectives
APRIL 4, 2024
In the week ending March 30, initial jobless claims were at a seasonally adjusted level of 221,000, an increase of 9,000 from the previous week's revised figure. The latest reading is above the forecast of 213,000 jobless claims.
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 4, 2024
The settlement with the self-directed trading firm comes several weeks after FINRA's first enforcement action targeting firms' use of social media influencers.
Advisor Perspectives
APRIL 4, 2024
The U.S. international trade in goods and services is published monthly by the Bureau of Economic Analysis with data going back to 1992 and details U.S. exports and imports of goods and services. In February, the trade deficit expanded by 1.9% to $68.90B. The latest reading was worse than the forecast of $66.90B.
Wealth Management
APRIL 4, 2024
Shane Cummings, an advisor and director of technology and cybersecurity, has helped keep the $3 billion AUM firm efficient, flexible and focused on security.
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