Abnormal Returns
MAY 22, 2024
Podcasts Thomas Kopelman and Jacob Turner talk with Abby Davisson about making big life decisions. (podcasts.apple.com) Barry Ritholtz talks with Jan van Eck about sectors going in and out of style. (ritholtz.com) Steve Chen talks with Robert Brokamp about retirement planning and purpose. (newretirement.com) Retirement Don't let too risky a portfolio ruin your retirement.
Nerd's Eye View
MAY 22, 2024
Non-compete clauses are common features of employment agreements around the business world and are often used to dissuade companies from 'poaching' another's employees, and/or to prevent employees (at least for a certain time period) from taking the knowledge gained from working at one company to a competitor. Which can allow companies to protect the 'investments ' they have made in their employees and maintain continuity amongst their staff.
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Calculated Risk
MAY 22, 2024
From the NAR: Existing-Home Sales Retreated 1.9% in April Existing-home sales receded in April, according to the National Association of REALTORS®. All four major U.S. regions posted month-over-month declines. Year-over-year, sales decreased in the Northeast, Midwest and South but increased in the West. Total existing-home sales – completed transactions that include single-family homes, townhomes, condominiums and co-ops – slid 1.9% from March to a seasonally adjusted annual rate of 4.14 million
Wealth Management
MAY 22, 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
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.
Advisor Perspectives
MAY 22, 2024
There are two words financial advisors don’t say enough. “I’m sorry.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
MAY 22, 2024
Today’s Animal Spirits is brought to you by Franklin Templeton and the CME Group: See here to learn more about the Franklin International Core Dividend Tilt Index ETF (DIVI) See here for more information and education on futures and options across all major asset classes On today’s show, we discuss: Public markets are a small part of the economy Investors are striking gold all over ‘Dumb money̵.
Wealth Management
MAY 22, 2024
Ranging from whiskey to venture capital funds, the Alto Marketplace focuses on “true alternative assets” with long-term holds.
Advisor Perspectives
MAY 22, 2024
Existing home sales fell for a second straight month in April. According to the data from the National Association of Realtors (NAR), existing home sales were down 1.9% from March, reaching a seasonally adjusted annual rate of 4.14 million units. This figure came in lower than the expected 4.21 million. Existing home sales are down 1.9% compared to one year ago.
Wealth Management
MAY 22, 2024
A new report finds families underestimate risks and potential threats.
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.
Calculated Risk
MAY 22, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 1.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending May 17, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 1.9 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
MAY 22, 2024
As RIAs continue to consolidate, the industry will soon see a $1 trillion AUM firm emerge, Clark predicted at Schwab’s Institutional Investor Day.
Calculated Risk
MAY 22, 2024
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI April 2024: Pace of billings decline at architecture firms slows slightly While the AIA/Deltek Architecture Billings Index (ABI) score for the month rose from 43.6 in March to 48.3 in April , it indicates that billings continued to decline at the majority of firms (a score below 50 indicates declining billings).
Wealth Management
MAY 22, 2024
Nearly a third of them are still providing financial support to adult-age children and extended family members.
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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.
AdvicePay
MAY 22, 2024
Earlier this year, we released our 2024 Fee-for-Service Industry Trend Report , showcasing data from over 380,000 fee-for-service financial planning transactions processed through our platform in 2023. In our recent webinar, “ Fee-for-Service Financial Planning: Unveiling Trends and Insights for 2024 ,” we dove deep into the future of financial planning, sharing key findings from the report.
Wealth Management
MAY 22, 2024
Aidan Walsh is the latest hire at the firm staked by Constellation Wealth Capital.
Calculated Risk
MAY 22, 2024
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 4.14 million SAAR in April Excerpt: Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2023 and 2024. Sales declined 1.9% year-over-year compared to March 2023. This was the thirty-second consecutive month with sales down year-over-year.
Wealth Management
MAY 22, 2024
Open, honest and candid discussion about Congress' attempts to foil the DOL fiduciary rule, a Cerulli report on managed accounts, Pontera adding Stifel and more.
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
Calculated Risk
MAY 22, 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 220 thousand initial claims, down from 222 thousand last week. • Also at 8:30 AM, Chicago Fed National Activity Index for April. This is a composite index of other data. • At 10:00 AM, New Home Sales for April from the Census Bureau.
Wealth Management
MAY 22, 2024
Pilot Financial, which has 105 advisors, joins LPL as an office of supervisory jurisdiction, following Lincoln's sale to Osaic.
Advisor Perspectives
MAY 22, 2024
Bitcoin and Ether both surged this week with BTC up 14% and ETH up over 30% from one week ago. Here's the latest charts on three of the largest cryptocurrencies by market share through 5/21/24.
Wealth Management
MAY 22, 2024
Tom Walrond, senior vice president and division director, will replace Tash Elwyn as president of Raymond James & Associates, among other senior leadership changes.
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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.
Trade Brains
MAY 22, 2024
From Barter to Bank. Barter systems might have worked in ancient times, but imagine trying to trade a chicken for a haircut today! Banks have revolutionized the way we handle money. They provide a secure and efficient infrastructure for transactions, eliminating the need for cumbersome bartering and making our financial lives significantly easier. ICICI Bank, a leading player in the Indian financial landscape, goes beyond traditional banking to empower individuals on their financial journey.
Wealth Management
MAY 22, 2024
A comprehensive guide to family conflict and asset distribution.
Tobias Financial
MAY 22, 2024
Stay updated with our monthly market updates featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. Chad provides a comprehensive overview of what is currently happening in the market, and this month he dives deeper into the S&P intra-year decline vs. calendar year returns. Tap into Chad’s wealth of experience and analytical acumen, as he provides valuable perspectives to help you navigate the markets with confidence.
Wealth Management
MAY 22, 2024
Transcript of Episode 107 of 401(k) Real Talk.
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!
NAIFA Advisor Today
MAY 22, 2024
Arlington, VA – The National Association of Insurance and Financial Advisors (NAIFA) is excited to announce the launch of the “Caring Conversation” Stencil, a new tool developed by Carroll Golden , Executive Director of NAIFA's Centers of Excellence. This revolutionary stencil is integrated into the Asset-Map software platform , enhancing the toolkit available to financial advisors.
Advisor Perspectives
MAY 22, 2024
More than one in 10 Americans with federal student loans have been approved for some measure of debt relief under President Joe Biden, the White House said, as it announced a new round of forgiveness.
Calculated Risk
MAY 22, 2024
From the Fed: Minutes of the Federal Open Market Committee, April 30–May 1, 2024. Excerpt: Participants observed that while inflation had eased over the past year, in recent months there had been a lack of further progress toward the Committee's 2 percent objective. The recent monthly data had showed significant increases in components of both goods and services price inflation.
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