Abnormal Returns
SEPTEMBER 2, 2024
Podcasts Brendan Frazier talks with Michael Finke about the three cornerstones of a happy and fulfilling retirement. (podcasts.apple.com) Michael Kitces talks with Mark Tibergin about the difference between simply growing in size versus truly gaining scale as an advisory firm. (kitces.com) Jason Pereira talks with Larry Shumbres, CEO, and founder of Archive Intel.
A Wealth of Common Sense
SEPTEMBER 2, 2024
Today’s Talk Your Book is brought to you by J.P. Morgan Asset Management: See here for more information on the JPMorgan Core Plus Bond ETF On today’s show, we discuss: Thoughts on the market at all-time highs When will money start to leave money market funds? Thoughts on how corporations borrowed at ultra-low rates and how this allowed them to perform at a high level Risks around Private Credit What the inve.
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Trade Brains
SEPTEMBER 2, 2024
The National Stock Exchange (NSE) was incorporated in 1992 and recognized by SEBI in April 1993. It began operations in 1994, launching first the wholesale debt market, then the cash market segment. NSE quickly established itself as a pioneer in electronic trading in India. By December 2023, NSE’s market capitalization reached an impressive $4.3 trillion, solidifying its position as a major player in global financial markets.
NAIFA Advisor Today
SEPTEMBER 2, 2024
As we enter September, we are excited to celebrate Life Insurance Awareness Month (LIAM), an important initiative led by Life Happens, NAIFA’s consumer division dedicated to financial literacy. This year's theme, "Life Insurance. for when life happens," underscores the critical role life insurance plays in securing the financial futures of our loved ones during life's unpredictable moments.
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.
Tobias Financial
SEPTEMBER 2, 2024
We are excited that our CEO, Marianela Collado , CPA/PFS, CFP®, CDS® has been recently featured in an insightful article by National Association of Personal Financial Advisors (NAPFA). The article highlights Marianela’s remarkable journey of integrity and inclusion, showcasing her visionary leadership that has been instrumental in shaping our firm’s culture.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Zoe Financial
SEPTEMBER 2, 2024
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 3rd, 2024 Watch Time: 2.6 minutes Welcome to this week’s Market Drama! Stock Market Updates: S&P 500 was up 0.2% for the week, up 18% for the year. S&P 500 was up a bit more than 2% for the month, what drove that? Not: Technology stocks, which were flat, and Consumer Discretionary, which was down 2.8%.
The Big Picture
SEPTEMBER 2, 2024
My end-of-Summer morning round up: • Do you spend money more like a millennial or a boomer? Take this quiz to find out. Are you pouring money into day care, car loans or a luxury vacation? Your spending says a lot about your income bracket and whether you have kids. But there are also generational influences — and a growing gap between how older and younger generations spend money. ( Washington Post ) • How America Can Break Its Highway Addiction : In the 1980s, an unlikely alliance slowed the c
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