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"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.
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.
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.
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
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.
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.
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.
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.
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?
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
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.
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.
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.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
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.
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.
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.
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.
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
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.
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).
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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