Mon.Jan 27, 2025

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Study: Bitcoin Allocations Above 2% Add Risk to Portfolios

Wealth Management

A study by Wilshire Indexes found that while higher allocations brought greater risk-adjusted returns, they also significantly increased risk concentration.

Portfolio 107
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Active vs. Passive Investing: Which Strategy is Right for You?

Your Richest Life

Your investing strategy is a personal approach based on your goals, life stage and risk tolerance. Whats right for your friend, coworker or neighbor might not be the best strategy for you. There are so many different ways to invest, but two of the most common methods youll find are active and passive investing. There are upsides and drawbacks to both, so its important that you understand the full picture of each before you adopt one as an investing strategy.

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Retail Alts Fundraising Exceeded Expectations in 2024

Wealth Management

The volume of fundraising for alternative investment vehicles through the retail channel reached $122 billion, reports Robert A. Stanger & Co.

Retail 106
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Municipal Outlook 2025: Battling Headwinds, Harnessing Tailwinds

Advisor Perspectives

Four strategies for navigating crosswinds in the municipal bond market.

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Fall In Love With the Month-End Close

It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.

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How AI is Assisting Advisors in Providing Estate Planning Insights

Wealth Management

Estate planning isnt just for the ultra-wealthy.

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Stock Investing Insights to Start the New Year

Advisor Perspectives

What’s in store for stocks after two years of strong returns? Fundamental Equities Global CIO Tony DeSpirito assesses the prospects for another positive year and offers his year-ahead outlook through the lens of an active stock picker.

More Trending

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Tuesday: Durable Goods, Case-Shiller House Prices

Calculated Risk

From Matthew Graham at Mortgage News Daily: Mortgage Rates Only Moderately Lower After Tech Rout Even though there is some uncertainty about the near-term Fed rate outlook and even though we have a Fed meeting coming up on Wednesday, today was all about conventional wisdom for interest rates. Tech stocks plummeted on news of a cheap, competent, Chinese AI competitor.

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$1.3B Father-Son UBS Team Jumps to LPL

Wealth Management

New Jersey-based advisors William Bruen, Jr. and his son Andrew Bruen are leading the firm founded by Williams grandfather, James Bruen, in 1922.

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Estate Planning as a Financial Steward

Cornerstone Financial Advisory

Tim Flick, CFP, CKA Certified Financial Planner Professional Certified Kingdom Advisor Founder, Investment Advisor Cornerstone Financial Advisory Phone: 317-947-7047 Email: tflick@cornerfi.com All Bible verses in this article are English Standard Version (ESV). As Christians, we often ask ourselves, “ How does God want us to manage money? ” While the Bible offers various scriptures on finances and debt , one of the most important acts of faith is financial stewardship.

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Advisor Sentiment Index: RIA Economic Optimism Ends 2024 at Record High

Wealth Management

RIAs' belief in the future of the economy grew for the fourth straight month, even as the post-election bump in market sentiment faded slightly.

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Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

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The Five Phases of Retirement Planning

Zoe Financial

The Five Phases of Retirement Planning Published January 29, 2025 Reading Time: 2 minutes Written by: The Zoe Team Retirement is a journey with distinct phases, each requiring its own focus and preparation. Understanding these phases can help you approach your financial future with clarity and confidence. 1. The Earn Phase Your journey begins here. This phase is all about maximizing your income potential while laying the groundwork for your financial future.

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Judge Voids Hightower Non-Compete Against Former Advisor

Wealth Management

Theyre trying to make an example of Darren Reinig so they can send a message to the broader advisor community that if you try to leave Hightower, were going to make your life expensive and litigious. And essentially that message has now popped, the advisors attorney said.

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Common accounting terms for not for profit organisations

Accounting for Good

Are you a Not For Profit organisation? We know the terms and acronyms in accounting can be overwhelming at times.

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Arax Nabs $1B Colorado RIA

Wealth Management

Cedrus Financial is the latest to join under Araxs multi-boutique strategy.

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Profit in the Details: Rethinking Spend for Monumental Impact

Speaker: Aaron Berson

Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g

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Accounting services not for profit

Accounting for Good

For many not for profit organisations having an internal finance department is costly. Outsourcing this function to professionals makes economic sense.

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How to Handle the Expected Tsunami of New 401(k) Plans

Wealth Management

How lessons from rideshare apps can help the DC industry better serve inexperienced advisors and brokers.

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The Birth of the World Wide Web

Walkner Condon Financial Advisors

Clint Walkner, Managing Partner at Walkner Condon Financial Advisors, explores the new technology revolution, artificial intelligence advancements and their impact on data growth and financial advising.

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Ten Tips for Raising Competent Adults Amidst Wealth

Wealth Management

Ideas for nurturing children with responsibility and independence.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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World Markets Watchlist: January 27, 2025

Advisor Perspectives

Six of the nine indexes on our world watch list have posted gains through January 27, 2025. France's CAC 40 is in the top spot with a year to date gain of 6.94%. Germany's DAXK is in second with a year to date gain of 6.28% while England's FTSE 100 is in third with a year to date gain of 2.95%.

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The Corporate Transparency Act Whipsaw Continues

Wealth Management

U.S. Supreme Court stays one lower courts injunction of the CTA, but another lower courts order still keeps the Act in suspended animation.

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The End of the Neoliberal Era

Advisor Perspectives

I recently read three very different books which were published in the last three years, all of them speaking to the problems created by the neoliberal order that has been in the ascendancy since the late ’70s but has faltered of late. The solutions that these books offer are, respectively: tweaking; evolution; and revolution.

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DeepSeek Deep Sixes Markets

Random Roger's Retirement Planning

I wanted to follow up on a couple of ideas from recent posts, which I'll do, and then address the market action today. I had this idea last night for an example of how a small slice into a crazy high "yielding" derivative income fund could help with barbelling portfolio yield. I built out the following using names we use as examples all the time, adding a 5% allocation to YieldMax Netflix (NFLY) and compared it to the Vanguard Balanced Index Fund (VBAIX).

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Crafting Impact: Revenue Growth And Efficiency For Finance Professionals

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

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DeepSeek Shows Silicon Valley’s Huge Blindspot on AI

Advisor Perspectives

Last year, the chief executive officer of a leading AI firm was asked at a private Silicon Valley dinner about how his company differentiated from others building “foundation models,” the systems underpinning chatbots like ChatGPT.

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The risk of empowerment and local decisions

Norman Marks

Todays post has, as normal, a couple of sections. In the first, I explain the problem I encountered one that I dont think is uncommon, although perhaps not to the same extent. The second part is where I suggest how to address and maybe prevent it.

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The Three Forces Shifting the Investment Landscape

Advisor Perspectives

Three factors heavily influenced the financial landscape over the last 12 months — AI-focused technological optimism, hoped-for leveling up, and higher government bond yields.

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Does Your Apartment Need Tenant or Condo Insurance?

YouSet Insurance

If you rent your apartment, you'll need tenant insurance. However, if you own it, you'll need condo insurance.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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Bitcoin Follows Tech Stocks Lower as New AI App Rattles Markets

Advisor Perspectives

Bitcoin and other cryptocurrencies tumbled, following technology stocks lower, as the emergence of a new Chinese artificial-intelligence model triggered a global selloff in riskier assets.

Assets 52
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Monday links: a jumble of stuff

Abnormal Returns

Markets Markets react to narratives. You don't have to. (optimisticallie.com) Degeneracy is nothing new, but the modern scale of it is breathtaking. (howardlindzon.com) DeepSeek A DeepSeek FAQ. (stratechery.com) DeepSeek is #1 in the App Store. (engadget.com) What the sell-side says about DeepSeek. (ft.com) How DeepSeek affects Meta, Google, Microsoft and OpenAI.

Economy 162
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The Mother of All Bubbles?

Advisor Perspectives

Are U.S. stocks in a massive valuation bubble? We don’t think so. Will U.S. stocks outperform their European and Asian counterparts over the next 10 years? Maybe.

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Adviser links: a strong indicator

Abnormal Returns

Podcasts Carl Richards and Michael Kitces talk about how advisers can use ChatGPT. (kitces.com) Laurence Kotlikoff talks with Allan Roth. (larrykotlikoff.substack.com) Charles Schwab Charles Schwab ($SCHW) has $10.1 trillion in total client assets. (finance.yahoo.com) Charles Schwab ($SCHW) wants to grow its branch network. (riabiz.com) Advisers Hiring is hard.

CFP 162
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Confronting the Change Challenge

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.