Abnormal Returns
DECEMBER 23, 2024
Markets Higher for longer is the theme going into 2025. (apolloacademy.com) There's large cap growth stocks in the U.S., and then everything else. (awealthofcommonsense.com) Global diversification is doing what it is supposed to do. (disciplinefunds.com) Crypto Is quantum computing an existential threat to Bitcoin and other cryptocurrencies? (wsj.com) Where does the Hawk Tuah memecoin scandal stand?
Calculated Risk
DECEMBER 23, 2024
The Census Bureau reports New Home Sales in November were at a seasonally adjusted annual rate (SAAR) of 664 thousand. The previous three months were revised up, combined. Sales of new single-family houses in November 2024 were at a seasonally adjusted annual rate of 664,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
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Abnormal Returns
DECEMBER 23, 2024
Podcasts Michael Kitces and Carl Richards discuss navigating the issue of underpaying clients. (kitces.com) John Mihaljevic talks family office dynamics with Prof. Lauren H. Cohen of HBS. (latticework.com) Q&A A Q&A with David Lau, founder and CEO at DPL Financial Partners. (thinkadvisor.com) A Q&A with Ritik Malhotra, co-founder and CEO, of Savvy Wealth.
Clever Girl Finance
DECEMBER 23, 2024
Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. As a freelancer, youre your own boss, accountant, and financial planner all rolled into one.
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.
Nerd's Eye View
DECEMBER 23, 2024
As 2024 comes to a close, it is a time of reflection on the year… and leaves me so thankful once again to all of you, the ever-growing number of readers who continue to regularly visit this Nerd's Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). We recognize (and appreciate!) that this blog – its articles and podcasts – is a regular habit for tens of thousands of advisors… and that the sheer length of our articles and p
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
DECEMBER 23, 2024
From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.50% in November The Mortgage Bankers Associations (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.50% as of November 30, 2024. According to MBAs estimate, 250,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.5 million borrowers since March 2020.
Advisor Perspectives
DECEMBER 23, 2024
Taxpayers may want to consider a Roth IRA conversion for 2024 but need to act before the end of the year to realize income this year. Our Bill Cass explains when a Roth conversion may make sense.
Calculated Risk
DECEMBER 23, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Tuesday: At 10:00 AM ET, Richmond Fed Survey of Manufacturing Activity for December. The NYSE and the NASDAQ will close early at 1:00 PM ET.
Validea
DECEMBER 23, 2024
In this episode of “Two Quants and a Financial Planner,” we explore one of investing’s most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether U.S. investors truly need international exposure in their portfolios. Key topics include: What actually constitutes “international exposure” in today’s interconnected markets Why U.S. stocks have dominated for so long and whether this trend can continue T
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.
Advisor Perspectives
DECEMBER 23, 2024
Since we are not going to publish Weekly Economics on December 27, 2024, we will take this opportunity to say farewell to 2024 and to all our readers, we want to wish you a very happy holiday season and a very prosperous New Year 2025!
Advisor Perspectives
DECEMBER 23, 2024
After years in the investment world as an institutional manager, an academic researcher and lecturer, and an independent advisor to individual investors, I’ve learned that there are three main objectives we’re trying to achieve when we design client portfolios.
Random Roger's Retirement Planning
DECEMBER 23, 2024
This is a little bit of a follow up to yesterday where I mentioned the Global Asset Allocation as mentioned in a paper by Meb Faber. Today, Meb Tweeted out a reference to the Atlas Lifted report from Robeco which references a similar idea, the Global Market Portfolio which is allocated as follows. I was able to find this version of what Meb was talking about in his paper.
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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.
Advisor Perspectives
DECEMBER 23, 2024
AI has the potential to elevate industries by blending mechanical precision with human creativity. The key lies in balance: harnessing its capabilities while preserving the uniquely human touch that remains irreplaceable.
Financial Symmetry
DECEMBER 23, 2024
As the holiday season approaches, many of us find ourselves thinking about gifts. While gifts can come in many forms, monetary gifts often cause the most confusion. In this episode of Financial Symmetry, hosts Chad Smith and Grayson Blaszak discuss … Continued The post How to Avoid Common Mistakes When Gifting Money to Family Ep #231 appeared first on Financial Symmetry, Inc.
Advisor Perspectives
DECEMBER 23, 2024
Displaying your expertise is an attempt to prove your value, and it’s how the industry has always taught advisors to win new clients. However, it does not work.
A Wealth of Common Sense
DECEMBER 23, 2024
Today’s Talk Your Book is brought to you by VanEck: See here for more information on VanEcks Semiconductor ETFs On today’s show, we discuss: The US lead in technology Looking at NVDA vs its competition in 2024 Why NVDA has slowed down over the last 6mo How the SMH is constructed How advisors are looking at more volatile thematic funds SMH vs SMHX Looking for the next NVDA The issues at Intel Geopolitics and s.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Advisor Perspectives
DECEMBER 23, 2024
OpenAI is preparing to launch a new artificial intelligence model that it said is capable of more advanced human-like reasoning than its current offerings, ratcheting up the competition with rivals such as Alphabet Inc.’s Google.
Don Connelly & Associates
DECEMBER 23, 2024
Wouldn't it be great if you could read your clients' minds to know how they feel about you and your service? If you knew what they were thinking, you could ensure you're doing all the right things to exceed their lofty expectations, leading to stronger and more trusting client relationships. Fortunately, you don't need to read minds. All you need to do is ask them.
Advisor Perspectives
DECEMBER 23, 2024
This is the first part of a series of Bloomberg Opinion columns exploring the risks related to the US’s rapidly expanding debt and budget deficit.
Tobias Financial
DECEMBER 23, 2024
Marvin Claude , our Client Service Specialist, brings a passion for technology and finance to his role that goes beyond the typical skill set of his profession. A unique aspect of Marvin’s background is his love for computers and technology, which he has largely developed through self-teaching. Despite having pursued a degree in Finance, Marvin has independently learned coding, integrating this skill into his professional life. “I really enjoy using coding to aid me in my profession
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
Advisor Perspectives
DECEMBER 23, 2024
Forced to seek a government rescue barely a year ago, Siemens Energy AG was an unlikely candidate for Europe’s best performing stock of 2024.
Cornerstone Financial Advisory
DECEMBER 23, 2024
Weekly Market Insights | December 23rd, 2024 Powell Signal Leaves Investors Cold Stocks were under pressure last week as the Fed Chair’s hawkish comments unsettled investors ahead of the holiday season. The Dow Jones Industrial Average received the hardest hit, falling 2.25 percent. The Standard & Poors 500 Index lost 1.98 percent, while the Nasdaq Composite Index dropped 1.78 percent.
Advisor Perspectives
DECEMBER 23, 2024
Bond traders have rarely suffered so much from a Federal Reserve easing cycle. Now they fear 2025 threatens more of the same.
Covisum
DECEMBER 23, 2024
The Social Security Fairness Act was passed by both the House of Representatives and the Senate. President Biden is expected to sign the bill into law. The Act repeals the Windfall Elimination Provisions (WEP) and Government Pension Offset (GPO) for payments payable in January of 2024 forward.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Advisor Perspectives
DECEMBER 23, 2024
Orders placed with US factories for business equipment rebounded in November, posting the strongest monthly advance in over a year.
Carson Wealth
DECEMBER 23, 2024
That Escalated Quickly; Putting Things in Perspective If you looked at markets last Wednesday, you would hardly know that the Fed had just cut rates. The S&P 500 sold off nearly 3% and we saw 97% of all stocks in the S&P 1500 fall. That is what we call a selling cascade and it has left many bulls bruised and battered. Yes, worries spiked last week over fears about sticky inflation (which we dont see) and fewer rate cuts next year (which wasnt really a surprise to us just two weeks ago o
Advisor Perspectives
DECEMBER 23, 2024
To Michael Saylor’s online fanbase, it’s the next step in the great normalization of crypto: Bitcoin proxy MicroStrategy Inc. enters the S&P 500 next year, forcing the likes of index-tracking funds to buy his controversial company en masse. Whether they like it or not.
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