Abnormal Returns

AUGUST 22, 2024

Books An excerpt from Brooke Harrington’s forthcoming book, "Offshore: Stealth Wealth and the New Colonialism." (theatlantic.com) An excerpt from “Gray Matters: A Biography of Brain Surgery,” by Dr. Theodore H. Schwartz. (wsj.com) An excerpt from "The Happiness of Dogs: Why the Unexamined Life Is Most Worth Living" by Mark Rowlands. (theguardian.com) A Q&A with Julie McFadden author of "Nothing to Fear: Demystifying Death to Live More Fully.

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Medicine Food Assets Management 275

The Big Picture

AUGUST 22, 2024

My keynote at the Greater Kansas City FPA Symposium 2024 is above. They are a great group of people, and very motivated to serve their clients. The deck is an updated version of last year’s presentation to investors at the Orlando Money Show. It has evolved into a few chapters in my upcoming book (more on that to come later). The folks attending the FPA event are all CFPs and advisors, and so I tailored the presentation to ideas they can use to better serve their clients.

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Abnormal Returns

AUGUST 22, 2024

Strategy Successful investors have a long time horizon. (awealthofcommonsense.com) An example of overconfidence and leverage. (novelinvestor.com) Finance The VC boom of the early 2020s is showing up in historically bad performance. (sherwood.news) Credit card companies are adding additional perks like lounges at concert venues. (wsj.com) The popularity of sports gambling as a market failure.

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Financial Advising Media Manufacturing Economy 272

A Wealth of Common Sense

AUGUST 22, 2024

Callie Cox, our new Chief Market Strategist at Ritholtz Wealth, joined me on the show this week to discuss questions about the potential for a recession, what the Fed should do now, going all in on the Nasdaq 100 in your retirement accounts and how markets move in off hours. Further Reading: What’s the Worst Long-Term Return For U.S. Stocks? 1Taxes and fees are excluded as well, of course.

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Portfolio Retirement Accounting Marketing 120

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.

Accounting

Nerd's Eye View

AUGUST 22, 2024

As advisory firm websites have become crucial to the prospecting pipeline, displaying fees can present a delicate challenge for advisors. On the one hand, displaying fees can help a client determine whether an advisor will fit into their budget and may build trust when an advisor demonstrates transparency by explaining how their fee applies to their value proposition; on the other hand, even with a clear explanation, prospects may find it difficult to understand exactly how the value of an advic

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Planning Financial Advice Communication Clients 100

Wealth Management

AUGUST 22, 2024

Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors demonstrate how their transition from Wells Fargo PCG to FiNet resulted in new growth opportunities.

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Financial Advisor Wealth Advisor 111

Discipline Funds

AUGUST 22, 2024

Here are some things I think I am thinking about this week: 1) That BIG Employment Revision. The biggest news of the week was the -818K employment revision for 2024. This was the biggest revision since 2009 and very large by any measure. For perspective, here are the most recent revisions: 2018: +43K 2019: -501K 2020 -173K 2021: -165K 2022: +462K 2023: -306K Oh boy, the tinfoil hat guys are gonna have a field day with this one.

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Assets Financial Planning Manufacturing Media 99

NAIFA Advisor Today

AUGUST 22, 2024

David Wood’s journey in the financial services industry is a testament to dedication, vision, and an unwavering commitment to growth. Based in Marlborough, CT, Wood has been a loyal member of the National Association of Insurance and Financial Advisors (NAIFA) since 2024, though his connection to the field dates back to the 1990s. As the founder and principal of Gateway Financial Partners, Wood’s career is a blend of pioneering spirit and deep-rooted advocacy.

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Financial Services Financial Advisor Insurance 98

Advisor Perspectives

AUGUST 22, 2024

In the week ending August 17th, initial jobless claims were at a seasonally adjusted level of 232,000. This represents an increase of 4,000 from the previous week's figure and is right in line with economist forecasts.

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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.

Accounting

Wealth Management

AUGUST 22, 2024

The lawsuits filed in Minnesota and California federal courts come as a New York-based law firm announced a new task force looking into the controversial practice, assisted by former SEC Commissioner Robert Jackson, Jr.

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Carson Wealth

AUGUST 22, 2024

Social Security spousal benefits can be a crucial component of the Social Security program, designed to provide financial support to spouses — whether they are currently married, divorced or widowed. Understanding these benefits can significantly impact retirement planning and financial security in your later years. Let’s take a closer look at Social Security spousal benefits, explain who qualifies and cover important aspects such as spousal benefits after divorce and what happens to your benefi

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Retirement Taxes Retirement Planning Distribution 95

Wealth Management

AUGUST 22, 2024

The six-year-old company, led by former LPL exec Bill Dwyer, will integrate its AI capabilities into Anchor's sales enablement platform.

Sales 111

Sales 111

Advisor Perspectives

AUGUST 22, 2024

The Chicago Fed National Activity Index (CFNAI) fell to -0.34 in July from -0.09 in June. Two of the four broad categories of indicators used to construct the index decreased from June and three categories made negative contributions in July. The index's three-month moving average, CFNAI-MA3, was unchanged at -0.06 in July.

Economics 64

Economics 64

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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.

Accounting

Wealth Management

AUGUST 22, 2024

The segment is just ahead of interval funds among limited liquidity vehicles, according to Robert A. Stanger & Co.

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Retail 114

Trade Brains

AUGUST 22, 2024

Candlestick patterns are essential tools in technical analysis, offering insights into potential market reversals and continuations. Among the less common but highly significant patterns is the “Bullish Hikkake” candlestick pattern. In this article, we shall explore the meaning, psychology, formation, and trading strategies of the Bullish Hikkake Candlestick pattern.

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Risk Management Marketing Marketing Accounting 59

Wealth Management

AUGUST 22, 2024

Megan Glover will lead the RIA's human resources functions as it grows to more than 500 employees nationwide.

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Advisor Perspectives

AUGUST 22, 2024

Since the end of the financial crisis, economists, analysts, and the Federal Reserve have continued to predict a return to higher levels of economic growth. The hope remains that the Trillions of dollars spent during the pandemic-driven economic shutdown will turn into lasting organic economic growth.

Economics 59

Economics 59

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

Numbers

Wealth Management

AUGUST 22, 2024

Ken Leech is taking a leave of absence as co-chief investment officer after receiving a so-called Wells notice from the SEC, a warning that regulators may recommend enforcement.

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Investing Investments 99

Advisor Perspectives

AUGUST 22, 2024

Emerging-market stocks are trading at the steepest discount to US equities since the Covid-19 panic in March 2020 as skittish investors look elsewhere for growth opportunities.

Marketing 52

Marketing Marketing 52

Wealth Management

AUGUST 22, 2024

A consortium led by Peter Nobel investing as much as $25 million in Cardea, which is rebranding to Fourcore Capital.

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Investing Investments 109

Walkner Condon Financial Advisors

AUGUST 22, 2024

With the expiration of the Tax Cuts and Jobs Act (TCJA) on the horizon at the end of 2025, we have had an uptick in the number of clients asking about doing Roth conversions. If you’re like “wtf is a Roth conversion?” don’t worry, I got you, keep reading.

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Taxes Numbers Clients Marketing 52

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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.

Planning

Wealth Management

AUGUST 22, 2024

Stick with the basics when preparing for the high exemption sunset.

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Estate Planning Planning 119

Random Roger's Retirement Planning

AUGUST 22, 2024

Bob Elliott who manages the Unlimited Hedge Fund ETF (HFND) had a blog post that took a dim view of the defined outcome funds, also known as buffer funds. Read the post but the following graphic stood out to me. WRT to buffer funds, Bob did the work to show whatever you're trying to achieve with a buffer fund can be done in a better way. We've made that point here quite a few times.

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Portfolio Management Taxes Clients 52

Wealth Management

AUGUST 22, 2024

The nine-person Paradigm Group will open RBC’s first branch in Cincinnati.

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Meb Faber Research

AUGUST 22, 2024

Excited news to share… After almost 550 episodes, the podcast has its own website! You may have noticed we stopped posting podcast episodes here on the blog. Going forward, all episode show notes will be on the new website. Be sure to subscribe on Apple, Spotify, or YouTube! The post Podcast Update! appeared first on Meb Faber Research - Stock Market and Investing Blog.

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Investing Investments Marketing Marketing 52

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!

Management

Advisor Perspectives

AUGUST 22, 2024

Robust U.S. stock momentum hit a slowdown in the third quarter, even as strong company earnings results rolled in. Fundamental Equities’ U.S. and Developed Markets CIO Carrie King weighs in on the incongruence with three reflections from Q2 earnings season.

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Marketing Marketing 52

Indigo Marketing Agency

AUGUST 22, 2024

5 Steps to Client Retention for Financial Advisors As a marketing agency for financial advisors, we post a lot about growing your business and attracting new clients. But all too often we see financial advisors ignore marketing when it comes to how to retain clients once they’ve signed. The truth is a strong, consistent marketing strategy is also a great client retention strategy.

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Financial Advisor Clients Communication Education 52

Advisor Perspectives

AUGUST 22, 2024

The euro’s August gains have been relentless, taking it to a one year high against the dollar on Wednesday, but a cautious tone from Federal Reserve Chair Jerome Powell on Friday could turn that momentum around.

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