Abnormal Returns
JANUARY 22, 2024
Markets Putting the past bear market into historical perspective. (awealthofcommonsense.com) Bitcoin How supply and demand drives Bitcoin. (theirrelevantinvestor.com) FTX sold a bunch of the Grayscale Bitcoin Trust ($GBTC). (coindesk.com) Is Bitcoin mining a good business? (herbgreenberg.substack.com) Finance In credit cards there's Visa ($V), Mastercard ($MA), and everyone else.
Nerd's Eye View
JANUARY 22, 2024
In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products. As the industry has evolved, though, the value offered by financial advisors, especially for High-Net-Worth (HNW) clients, has come to involve a far more comprehensive range of services in addition to traditional inv
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Abnormal Returns
JANUARY 22, 2024
Podcasts Michael Kitces talks social media with Thomas Kopelman who is the co-founder of AllStreet Wealth. (kitces.com) Zach Conway and Kelsey McKenna talk with Michael Conway, CEO of Conway Wealth, about the multifaceted roles financial advisors play beyond managing investments. (open.spotify.com) Daniel Crosby talks with Richard Shotton who is the founder of Astroten, a consultancy that applies behavioral science to marketing.
The Big Picture
JANUARY 22, 2024
Remember Squid Game ? Written and directed by Hwang Dong-hyuk, “Squid Game” made its debut on Netflix on September 17, 2001. During the lockdown, it quickly became must-see TV, becoming a global phenomenon. Variety reported that Squid Games had “1.65 billion hours streamed in first four weeks.” Eventually, the show became Netflix’s most-watched original show by far, racking up over 2.2 billion hours of viewing.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.
Advisor Perspectives
JANUARY 22, 2024
The Conference Board Leading Economic Index (LEI) fell for a 21st straight month in December as the LEI continues to signal underlying weakness in the U.S. economy. The index inched down 0.1% from last month to 103.1, the index's lowest reading since May 2020.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Discipline Funds
JANUARY 22, 2024
There was a viral video over the weekend from a young lady complaining about having to go to work. The basic gist of the video was that work is a waste of time and stops people from doing things they’d actually want to do. This might be a long-ish post, but it’s deeply intertwined in economics, life and discipline so grab a coffee or click that exit button depending on whether you’re in the mood to listen to an old man rant. 1 When I visited Japan for the first time 10 years ag
Trade Brains
JANUARY 22, 2024
Tata Technologies Vs KPIT Technologies : Have you seen the technological advancements in the cars on the road today? Cars can drive themselves within the white lines on the road, some maintain optimum speed with the traffic, and generally, a car has become a lot smarter than it was a decade ago. So how do you think this is happening? Today we will look into Tata Technologies Vs KPIT Technologies, two Companies that work to make cars & other automobiles a lot smarter.
Wealth Management
JANUARY 22, 2024
The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.
Carson Wealth
JANUARY 22, 2024
New All-Time Highs at Last New highs! The S&P 500 Index set an all-time high for the first time in more than two years Friday. Setting all-time highs is generally supportive for markets, and they’re even better if it’s been a year or more since the last one. On the bond side, our base case is the Fed will cut rates 4-5 times this year with the first cut in May.
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
JANUARY 22, 2024
Advisor use of separately-managed accounts as standalone programs and part of unified managed accounts will soon exceed $2 trillion in assets, the research firm found.
Advisor Perspectives
JANUARY 22, 2024
One topic that hasn’t been discussed enough is that the loss of welfare from underspending is likely much higher than from choosing a fee method.
Wealth Management
JANUARY 22, 2024
The bank filed its complaint against Nader Joseph Al-Mooshi, arguing that so far the advisor’s convinced about 64 households with $40 million in assets to leave J.P. Morgan and join Kestra Financial.
A Wealth of Common Sense
JANUARY 22, 2024
Today’s Talk Your Book is recorded live at FARMCON: See here for more information on one of the largest ag-focused conferences in the country! On today’s show, we discuss: The macro economy in 2023, and what to expect in 2024 Financial planning basics Commodity trading Behavioral finance and how it affects investing decisions A live Q and A A conversation with Andy Daniels, a legend in the commodity trading.
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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 22, 2024
The interactive tool gives clients a "visualization" of their financial lives on one page, and now doesn't require advisors subscribe to the larger Income Lab platform.
XY Planning Network
JANUARY 22, 2024
EXCLUSIVE XYPN LIVE CONTENT Whether you embrace the technical side of marketing with both arms or at arm's length, the fact remains: leveraging it in your RIA marketing plan will bring you long-term gains. So how does a fee-only financial advisor (who probably prefers financial planning to marketing) go about creating and implementing higher-impact RIA marketing strategies?
Clever Girl Finance
JANUARY 22, 2024
You’re likely reading this article because you’re interested in the differences between the way poor vs rich people think and act. You’d probably like to apply the habits of the rich in your own life, right? Well, one thing stands out – it starts with a rich mindset. Table of contents The difference between rich and poor mentality What is a poor mindset?
Wealth Management
JANUARY 22, 2024
Apex, long known as a master of API integrations, has built a fast, modern user interface for advisors called Astra.
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
Clever Girl Finance
JANUARY 22, 2024
Receiving a sudden financial windfall can come with many mixed emotions. It’s exciting and overwhelming all at the same time! When handled with care and used wisely, receiving a large sum of money provides a great opportunity to improve your financial situation. Table of contents What is a financial windfall? 10 steps to manage a financial windfall Expert tip: Keep living your life normally Factoring in taxes How do you deal with sudden financial windfall?
Wealth Management
JANUARY 22, 2024
How the convergence of wealth & retirement at the workplace could affect the market.
Clever Girl Finance
JANUARY 22, 2024
Do you spend money faster than you can make it? If you feel this way, you’re not alone. That said, ideas on money saving challenges could be just what you need, as we could all use some extra money, especially in these trying times. Table of contents What is a money saving challenge? Why money saving challenges are a great idea 18 money saving challenges to try today Expert tip: Organize your money to maximize savings The best times to do money saving challenges What are the potential obstacles
Wealth Management
JANUARY 22, 2024
Global demand for cryptocurrency investment products eased last week, with funds seeing $21 million in outflow.
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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.
Clever Girl Finance
JANUARY 22, 2024
Even when you’ve got a lot of things right, you might reach a point when getting your financial situation under control seems impossible. If you’re really struggling financially and aren’t sure which problem to tackle or how, budget counseling can help. Table of contents What is budget counseling? Types of guidance you can get from budget counseling Expert tip: Leverage budgeting tips from counseling to improve your finances How much budget counseling costs Where to find a budget counseling serv
Random Roger's Retirement Planning
JANUARY 22, 2024
Here's an interesting Tweet and yes, I am sticking with calling it Twitter/Tweets. The concept is important for understanding why short sale bans are a bad idea. There is a secondary, more subtle point that relates to portfolio construction and portfolio theory as we discuss here and as I have implemented into client accounts. Back in 2006 and 2007 there were far fewer funds available to help offset large stock market declines.
Clever Girl Finance
JANUARY 22, 2024
Sometimes, no matter how much we think we are cutting back on spending, it’s not enough. Cutting back on things like gym memberships and Starbucks might be a good way to save money, but sometimes we need more. Instead, we need to resort to living on an extreme budget and finding extreme ways to save money. Table of contents Why would you want to find extreme ways to save money?
Calculated Risk
JANUARY 22, 2024
From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.23% in December The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 3 basis points from 0.26% of servicers’ portfolio volume in the prior month to 0.23% as of December 31, 2023. According to MBA’s estimate, 115,000 homeowners are in forbearance plans.
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!
Alpha Architect
JANUARY 22, 2024
In this academic article, the authors pull together an analysis of the types of thematic structures found most often in financial planning studies as well as the theories most often referenced. Here are the themes found in financial planning research. What’s missing? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Cornerstone Financial Advisory
JANUARY 22, 2024
Weekly Market Insights: Big Win For Big Tech Presented by Cornerstone Financial Advisory, LLC Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. Stocks Dip, Then Rally Stock prices dropped early in the week before rising to new highs as the week ended.
Advisor Perspectives
JANUARY 22, 2024
As the profession steers away from the traditional transaction-based approach to a paradigm more focused on deep personal relationships and comprehensive planning and advice, keep in mind the following considerations to provide exponential value in 2024.
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