The Big Picture

DECEMBER 11, 2024

At The Money: Optimizing Personal Health in Finance , with Phil Pearlman (December 11, 2024) Wall Street is always looking for an edge over the competition. But what if there was a giant source of overlooked alpha? We discuss how to obtain “Fitness Alpha.” Full transcript below. ~~~ About this week’s guest: Phil Pearlman, is former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute.

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Food Portfolio Management Marketing 147

Abnormal Returns

DECEMBER 11, 2024

Markets Bull markets don't typically last just a couple of years. (carsongroup.com) How to game the strategist annual price target game. (awealthofcommonsense.com) Bitcoin Who's left to buy Bitcoin? (howardlindzon.com) Nothing about a strategic Bitcoin reserve makes sense. (disciplinefunds.com) Microsoft ($MSFT) isn't adding Bitcoin to its balance sheet.

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Startup Retail Media Economy 163

Nerd's Eye View

DECEMBER 11, 2024

"How much can I spend in retirement?" is perhaps the most fundamental question a client brings to their advisor. Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future.

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Retirement Planning Retirement Planning Marketing 130

Abnormal Returns

DECEMBER 11, 2024

Podcasts Barry Ritholtz talks with Meb Faber of Cambria Investments about deferring capital gains with ETFs. (ritholtz.com) Jack Forehand and Matt Zeigler talk lessons learned from Ben Carlson. (podcasts.apple.com) Christine Benz and Jeff Ptak talk with Tom Idzorek and Paul Kaplan about their new book "Lifetime Financial Advice: A Personalized Optimal Multilevel Approach.

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Retirement Financial Advice Taxes Financial Planning 148

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

Wealth Management

DECEMBER 11, 2024

The deal will help SEI provide tax optimization unified managed household capabilities across the SEI Wealth Platform.

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Taxes Management 109

Wealth Management

DECEMBER 11, 2024

Incorporation of changes to the original terms of a CRUT may allow it to better reflect the grantors current objectives.

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Indigo Marketing Agency

DECEMBER 11, 2024

How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls. How do you ensure your messaging cuts through the noise and drives prospects to take action with your firm?

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Financial Advisor Communication Media Clients 52

Wealth Management

DECEMBER 11, 2024

Henry Hagenbuch, senior managing director, head of M&A at Lido Advisors, challenges common misconceptions about "day one transformations, emphasizing the importance of gradual integration and alignment with a firms culture.

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Management 94

Steve Sanduski

DECEMBER 11, 2024

01 What Triggers the Need to Transition Clients to a New Advisor? Transitioning clients between advisors within a financial firm can be a challenging and emotionally charged process. Whether you’re a senior advisor looking to move into a CEO role, managing the burnout that comes from decades of client reviews, or preparing for retirement, having a well-defined system in place ensures that clients remain well-served and your firm operates efficiently.

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Financial Advisor Clients Communication Planning 52

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

DECEMBER 11, 2024

FINNY, the AI-powered lead generation and prospecting platform will use the $4.2 million in funding to build new capabilities and scale the product.

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Startup 67

Calculated Risk

DECEMBER 11, 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, up from 213 thousand last week. Also at 8:30 AM, The Producer Price Index for November from the BLS. The consensus is for a 0.3% increase in PPI, and a 0.2% increase in core PPI.

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Accounting 59

Wealth Management

DECEMBER 11, 2024

The firms new report finds there is unmet demand among financial advisors for ETFs with alternative investment strategies.

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Financial Advisor Investing Investments 59

NAIFA Advisor Today

DECEMBER 11, 2024

Christopher Potts , a seasoned financial professional and passionate advocate for the financial services industry, exemplifies leadership, commitment, and a deep sense of responsibility. With a career spanning nearly two decades, Christopher has seamlessly combined his roles as a mentor, advisor, and advocate, leaving an indelible mark on the communities he serves and the industry he represents.

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Financial Services 52

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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

DECEMBER 11, 2024

Lally, who announced the news from The MarketCounsel Summit stage, will be responsible for helping RIA clients meaningfully engage with the firms products and services.

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Clients 59

Random Roger's Retirement Planning

DECEMBER 11, 2024

The ReturnStacked guys aren't the only ones talking about portable alpha lately. This paper from Aspect Capital has some interesting thoughts. First, was a bit of a history lesson covering the failure of the portable alpha strategy during the Financial Crisis. The big idea in simple terms is to add something that offers the potential to outperform the basic building blocks of stocks and bonds and do so via leverage.

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Portfolio Management Math Taxes 52

Carson Wealth

DECEMBER 11, 2024

Carson Wealths Shanna Kehoe, CFP , CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss the importance of keeping a binder of your personal information. The post Importance of a Binder appeared first on Carson Wealth.

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Wealth Advisor CFP 52

Leading Advisor

DECEMBER 11, 2024

As the year draws to a close, its natural to reflect on whats been accomplished and set the stage for whats to come. Now is… The post Chart Your Success for the New Year: Lets Talk Strategy appeared first on Leading Advisor - Simon Reilly.

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Financial Advisor 52

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

Carson Wealth

DECEMBER 11, 2024

Carson Wealths Shanna Kehoe, CFP , CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss the importance of an Estate and how to set one up. The post Estate Planning appeared first on Carson Wealth.

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Estate Planning Planning Wealth Advisor CFP 52

Validea

DECEMBER 11, 2024

Here is the latest update for December from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation. Despite the market’s run in December, the median stock’s valuation remained fairly steady Using the current year PE Ratio, stocks look more expensive.

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Valuation Marketing Marketing Sales 52

Carson Wealth

DECEMBER 11, 2024

Carson Wealths Shanna Kehoe, CFP , CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss AQR strategy and how it can work for business or landowners. Investment minimums and restrictions apply. The minimum investment amount for AQR Flex 145/45 is $1 million which must be in a taxable portfolio with assets that can be margined (including cash and cash equivalents, stocks, ETFs, equity mutual funds).

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Taxes Wealth Advisor CFP Portfolio 52

A Wealth of Common Sense

DECEMBER 11, 2024

Today’s Animal Spirits is brought to you by YCharts and Fabric: See here for 20% off your initial YCharts Professional subscription (new customers only) Go to meetfabric.com/spiritsfor more information on life insurance from Fabric by Gerber Life Get a random Animal Spirits chart here On today’s show, we discuss: Memo From the Chief Economist: Lament of a Bear Beware CAPE Crusaders: Limitations of Shiller.

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Insurance 65

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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