Nerd's Eye View

DECEMBER 12, 2024

There's an old joke in the financial planning industry that the ideal client is "anyone with a pulse". For advisors just starting out, that sentiment often rings true – every prospect willing to pay for their service feels like an opportunity. However, as their firms mature, advisors often notice a divide manifesting between newer clients paying higher fees and 'legacy clients' from the early days paying discounted rates.

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Abnormal Returns

DECEMBER 12, 2024

Trading Brett Steenbarger, "Mindset will never, by itself, make you a successful trader." (traderfeed.blogspot.com) Sean McLaughlin, "I believe traders and finance professionals don't talk enough about their struggles." (allstarcharts.com) Companies Google ($GOOGL) has never been this cheap relative to the market. (sherwood.news) Robinhood ($HOOD) was left for dead, post IPO.

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A Wealth of Common Sense

DECEMBER 12, 2024

We also covered questions about how AI will impact the financial advice landscape, timing the next market correction, factoring an inheritance into the house-buying process and using long-dated options in a portfolio. Further Reading: All-Time Highs in the Stock Market are Usually Followed by All-Time Highs 1The most over any 10 year time frame was 344.

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Investing Investments Financial Advice Portfolio 73

Wealthfront

DECEMBER 12, 2024

Each year, commentators and pundits try to forecast what financial markets will do in the future. And each year, many of those predictions are wrong. In this post, well look at three market predictions from the pundits that didnt come true in 2024. Well also share some perspective about what those failed predictions mean for […] The post What Market Pundits Got Wrong About 2024 appeared first on Wealthfront Blog.

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Marketing Marketing Financial Market Investing 75

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.

Accounting

Validea

DECEMBER 12, 2024

In this episode of Excess Returns, Jack Forehand and Justin Carbonneau sit down with Dan Rasmussen from Verdad Advisers to discuss his firm’s top research pieces from the past year. They explore several fascinating market insights, including: Why high bond yields don’t necessarily translate to high returns The dramatic outperformance of U.S. markets post-financial crisis and the potential opportunity in cheaper international stocks How private equity return dispersion may be more abo

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Investing Investments Valuation Government 52

Validea

DECEMBER 12, 2024

Shareholder yield represents the total value a company delivers to its investors, calculated as a percentage of its market value. This comprehensive metric encompasses three distinct components: Dividend Yield : The traditional cash payments that shareholders receive directly from the company’s profits. Buyback Yield : The value created when a company repurchases its own shares, effectively increasing each remaining share’s worth by reducing the total number of shares in circulation.

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Numbers Portfolio Investing Investments 52

NAIFA Advisor Today

DECEMBER 12, 2024

Dr. John Migliaccio is a financial services expert, recognized speaker, author, and thought leader on demographic trends and their impact on financial advising. He is a seasoned expert in financial gerontology, focusing on the interplay between aging and financial planning. Through his long-standing career, Dr. Migliaccio has contributed extensively to the field, from academic research to practical applications in financial services.

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Abnormal Returns

DECEMBER 12, 2024

Books Insights from Tae Kim's "The Nvidia Way: Jensen Huang and the Making of a Tech Giant." (wsj.com) A Q&A with Caroline Crampton author of "A Body Made of Glass: A Cultural History of Hypochondria." (npr.org) A Q&A with Claire Bishop author of "Disordered Attention: How We Look at Art and Performance Today." (thenation.com) Aging The West is not really prepared for a rapidly aging populace.

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