The Big Picture
JANUARY 24, 2024
At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. How can you avoid sticker shock when Uncle Sam comes knocking? On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.
Nerd's Eye View
JANUARY 24, 2024
As more Americans are living well into their 80s and even into their 90s, the spectrum of risks that an aging population faces is only getting wider. The need to address longevity risk has become increasingly important, allowing financial advisors to add even more value for their clients by ensuring that their financial needs are met throughout retirement.
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Calculated Risk
JANUARY 24, 2024
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI December 2023: Architecture firm billings remain soft to end the year Nearly one third of firms report an uptick in significantly delayed projects over the past six months Business conditions at architecture firms remained soft to close out 2023, with an AIA/Deltek Architecture Billings Index (ABI) score of 45.4 for December (any score below 50 indicates declining billings).
Nerd's Eye View
JANUARY 24, 2024
As more Americans are living well into their 80s and even into their 90s, the spectrum of risks that an aging population faces is only getting wider. The need to address longevity risk has become increasingly important, allowing financial advisors to add even more value for their clients by ensuring that their financial needs are met throughout retirement.
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
JANUARY 24, 2024
Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JANUARY 24, 2024
Open, honest and candid discussion on Aon's acquisition of NFP, Vestwell's latest funding round, Commonwealth's deal with Pontera, RPA M&A and more.
Calculated Risk
JANUARY 24, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 3.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending January 19, 2024. The results include an adjustment to account for the MLK holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 3.7 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
JANUARY 24, 2024
WPCG and HGGC have partnered up again, this time in Dallas, to support an inorganic growth strategy at a well-positioned RIA.
Meb Faber Research
JANUARY 24, 2024
Guest: Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. Recorded: 1/17/2024 | Run-Time: 49:41 Summary: Jared’s back on the podcast to talk about his book titled, No Worries: How to live a stress-free financial life, which just released yesterday. Jared talks about the 80/20 rule applied to personal […] The post Episode #518: Jared Dillian on the Keys to Live a Stress-Free Financial Life appeared first on Meb Faber Research -
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
JANUARY 24, 2024
Bitcoin's price fell below $40,000 this week and is now down ~10% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 1/23/24.
Calculated Risk
JANUARY 24, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, Gross Domestic Product, 4th quarter and Year 2023 (Advance estimate). The consensus is that real GDP increased 1.8% annualized in Q4. • Also at 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for 200 thousand initial claims, up from 187 thousand last week. • Also at 8:30 AM, Durable Goods Orders for December.
Wealth Management
JANUARY 24, 2024
Two of our editorial advisory board members on the Modern Practice Committee, to share their views on this important interaction.
Calculated Risk
JANUARY 24, 2024
From WardsAuto: January U.S. Light-Vehicle Sales Lukewarm; Unusually Strong Increase to Inventory Expected (pay content). Brief excerpt: There is upside to January’s sales outlook, which could help alleviate excesses, but rising inventory for some vehicles, including electric vehicles, fullsize pickups and SUVs, plus some individual models in other segments, is leading to some Q1 production slowdowns.
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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
JANUARY 24, 2024
As with any relationship, the key lies in the level of communication between the owner and the newly hired professional manager.
Calculated Risk
JANUARY 24, 2024
From ICE (formerly Black Knight): ICE First Look at Mortgage Performance: December Delinquencies Rise on Calendar Effects; Foreclosures Approach Two-year Lows • In large part due to December ending on a Sunday, delaying the processing of payments made on the last day of the month, the national delinquency rate hit 3.57% , up 19 bps from November • Though the rise (+5.6%) was larger than an average December (+1.4%), it was milder than past Sunday-month-end Decembers, which have seen delinquencies
Advisor Perspectives
JANUARY 24, 2024
Financial advisors new to a niche can position themselves as experts in their chosen area before fully recognizing themselves as such by using these six strategies.
Calculated Risk
JANUARY 24, 2024
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in December A brief excerpt: After the National Association of Realtors® (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR. This is the final look at local markets in December. I’ve added a comparison of active listings, new listings, and closings to the same month in 2019 (for markets with available data).
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
Trade Brains
JANUARY 24, 2024
Anand Rathi Wealth Limited: In the dynamic change happening in India’s wealth management, one company shines for its personal touch and dedication to client success: Anand Rathi Wealth Limited (ARWL). Starting as a stockbroker, ARWL has grown into a versatile force, helping wealthy individuals and families achieve financial freedom. ARWL stock gave a stellar return of 233% in just one year.
Advisor Perspectives
JANUARY 24, 2024
Financial advisors are gearing up for a successful year and preparing for client reviews. We offer four actionable ideas and practices to help advisors address some key concerns many investors are having about the year ahead.
Wealth Management
JANUARY 24, 2024
Cetera has done more than 12 such transactions in the past year.
Advisor Perspectives
JANUARY 24, 2024
The Fed may have set the inflation fire, but the same Fed under Paul Volcker also helped extinguish it. I will examine the change in mindset at the Fed in the mid- to late 1970s.
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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
JANUARY 24, 2024
Best practices to avoid estate tax inclusion and unforeseen liabilities
FMG
JANUARY 24, 2024
According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors. So why are so few financial advisors marketing to millennials ? The disconnect could be that millennials communicate and conduct business differently than the generation before them, so advisors are unwilling or unable to adapt.
Wealth Management
JANUARY 24, 2024
It’s time to get educated before it’s too late.
Indigo Marketing Agency
JANUARY 24, 2024
In case you haven’t noticed, the finance world is changing fast! To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. So, here are the top influencers to watch this year. 1. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.
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!
NAIFA Advisor Today
JANUARY 24, 2024
Delvin Joyce is a Certified Financial Planner specializing in providing comprehensive financial planning services. He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals. As a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP), Delvin offers investment advisory services for retirement, education, and small business planning.
Indigo Marketing Agency
JANUARY 24, 2024
In case you haven’t noticed, the finance world is changing fast! To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. So, here are the top influencers to watch this year. 1. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.
Advisor Perspectives
JANUARY 24, 2024
The euro celebrates 25 years of virtual existence this month, with its digital creation in 1999 followed by the introduction of physical notes and coins in 2002. It's embedded successfully as the domestic means of exchange within the 20-nation euro zone.
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