Abnormal Returns
MARCH 21, 2024
Strategy Byrne Hobart, "Decades of above-average net worth compounding are the reward for taking a big idea seriously, continuously refining it, and implementing it in the real world." (capitalgains.thediff.co) No matter the result, remember other stuff could have happened. (systematicindividualinvestor.com) Reddit The Reddit ($RDDT) IPO has priced.
Nerd's Eye View
MARCH 21, 2024
For many financial advicers, helping long-time clients identify and progress toward their goals eventually transitions into conversations around the best ways to enjoy the fruits of their labor once they reach them. Yet, for some clients, making the shift into retirement (or any other new stage of their lives) can often be a challenge for myriad reasons, which places the advisor in a unique position to help these clients understand the roadblocks they face and explore ways to overcome these obst
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Abnormal Returns
MARCH 21, 2024
Books An excerpt from "Hype Machine: How Greed, Fraud and Free Money Crashed Crypto" by Joshua Oliver. (ft.com) A Q&A with Venki Ramakrishnan author of "Why We Die: The New Science of Aging and the Quest for Immortality." (wired.com) A Q&A with Rhaina Cohen author of "The Other Significant Others: Reimagining Life With Friendship at the Center.
A Wealth of Common Sense
MARCH 21, 2024
A reader asks: Lots of podcasts have discussed how large cap indexes just keep going up, and maybe that’s pushing P/E ratios too high from people buying index funds (me included). At the same time, mid- and small-cap indices have not seen the same overall growth. Is there a risk that the S&P 500 gets out of hand relative to true value and then there is a fall as all exit at once?
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.
Wealth Management
MARCH 21, 2024
The AI program, Lydia, was developed with Alai Studios to help advisors connect with clients emotionally.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MARCH 21, 2024
About 36% of affluent millennials said they’d probably or definitely leave their current firm in the next year, according to a J.P. Power survey.
Calculated Risk
MARCH 21, 2024
From the NAR: Existing-Home Sales Vaulted 9.5% in February, Largest Monthly Increase in a Year Existing-home sales climbed in February, according to the National Association of REALTORS®. Among the four major U.S. regions, sales jumped in the West, South and Midwest, and were unchanged in the Northeast. Year-over-year, sales declined in all regions.
Wealth Management
MARCH 21, 2024
ROffice is similar to other freelance services marketplaces out there, such as Fiverr or Upwork, but it’s specific to the financial services industry.
Calculated Risk
MARCH 21, 2024
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Increased to 4.38 million SAAR in February 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 3.3% year-over-year compared to February 2023. This was the thirtieth consecutive month with sales down year-over-year.
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.
Wealth Management
MARCH 21, 2024
A decade into her reign, Johnson is reasserting control over the US fund giant’s London outpost. Heads are rolling.
The Irrelevant Investor
MARCH 21, 2024
In the realm of technology, there exists no phenomenon as transformative and intriguing as the rapid advancement of Artificial Intelligence. Over the past few years, the field of AI has experienced an unprecedented explosion, captivating industries, governments, and societies worldwide. From self-driving cars to personalized recommendation systems, AI’s impact permeates nearly every facet of modern life.
Wealth Management
MARCH 21, 2024
The trio of advisors will form THG Retirement Solutions of Raymond James in the firm's employee advisor channel. The move came after the firm announced CFO Paul Shouky would succeed Paul Reilly as CEO.
NAIFA Advisor Today
MARCH 21, 2024
Have you ever wondered how to connect with prospects effortlessly? Imagine being able to establish meaningful relationships with anyone, anywhere, and at any time, regardless of the setting or circumstance. Surprisingly, it's not your technical knowledge of products and services that you can provide that forges these connections. Instead, it's your proficiency in developing essential soft skills that transform prospects into loyal clients.
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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.
Wealth Management
MARCH 21, 2024
Financial advisors’ optimism over the economy and the markets ticked marginally up in February, dampened only by persistent inflation and uncertainty over upcoming national elections.
Random Roger's Retirement Planning
MARCH 21, 2024
Do you like Bitcoin? Do you like trend following? Well Global X has a new fund that combines both. The Global X Bitcoin Trend Strategy ETF (BTRN) owns Bitcoin but will change the exposure ranging from 0%, 25%, 50%, 75% or 100% based on a secret sauce combination of exponential moving averages of varying lengths. Anything not allocated to Bitcoin will be in a Global X T-bill ETF.
Wealth Management
MARCH 21, 2024
Win back time, overcome challenges, and scale your business.
Indigo Marketing Agency
MARCH 21, 2024
As a financial advisor, you understand the importance of a robust online presence in today’s digital landscape. With potential clients turning to the internet to find financial advice and services, optimizing your website for search engines is crucial. However, navigating the world of SEO (Search Engine Optimization) can be daunting, leaving many financial advisors with questions and uncertainties.
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
Wealth Management
MARCH 21, 2024
Advisor Nolan Venable and his team have left Osaic after 26 years for the stability of LPL.
Calculated Risk
MARCH 21, 2024
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For February, Realtor.com reported inventory was up 14.8% YoY, but still down almost 40% compared to February 2019. Now - on a weekly basis - inventory is up 23.8% YoY. Realtor.com has monthly and weekly data on the existing home market.
Wealth Management
MARCH 21, 2024
What motivated the founders of Holistic Planning to leave Edward Jones, a firm their family built a business at over more than four decades? They discuss their thought process, the transition and the growth opportunities they are now experiencing.
Calculated Risk
MARCH 21, 2024
A brief excerpt from a BofA research note. BofA economists ask: Should policy be set on OER if nobody pays it? One main factor behind sticky services inflation in the US has been the behavior of owners’ equivalent rent (OER), which measures the change in the cost of owner occupied housing. The Bureau of Labor Statistics (BLS) estimates OER by using actual rents as a proxy.
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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.
Wealth Management
MARCH 21, 2024
Get creative with webinars and roleplaying.
Discipline Funds
MARCH 21, 2024
There are a lot of questions about Fed policy these days and where things might be headed. Here are some commonly asked questions I’ve been getting lately: 1) Why is the Fed considering a rate cut? At Wednesday’s FOMC meeting the Fed stood by their estimate of 3 rate cuts in 2024. This took some people by surprise as recent inflation readings have come in a little hotter than expected and could justify higher rates for longer.
Wealth Management
MARCH 21, 2024
Understanding what clients truly seek from their advisors.
Advisor Perspectives
MARCH 21, 2024
Existing home sales jumped to their highest level in a year in February. According to the data from the National Association of Realtors (NAR), existing home sales rose 9.5% from January to reach a seasonally adjusted annual rate of 4.38 million units. This figure came in higher than the expected 3.95 million. Existing home sales are down 3.3% compared to one year ago.
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!
Wealth Management
MARCH 21, 2024
Dive into 2024's wealth management trends with Joel Bruckenstein.
The Irrelevant Investor
MARCH 21, 2024
Today’s Compound and Friends is brought to you by TBIL and the US Benchmark Series: See here for more information on investing in TBIL and the US Benchmark Series On today’s show, we discuss: Liz Looks at: The Fed’s March statement S&P 500 closes at historic 5,200 mark after Fed So much money everywhere Subscribe here to The Compound Insider newsletter Listen here: Charts: L.
Wealth Management
MARCH 21, 2024
The minimum investment accepted from any outside investors for the BlackRock USD Institutional Digital Liquidity Fund Ltd is set at $100,000.
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