Abnormal Returns

JANUARY 8, 2025

Podcasts Ryan Morrissey talks with Larry Swedroe author of "Enrich Your Future: Keys to Successful Investing." (youtube.com) Peter Lazaroff on the need for professional help in retirement planning. (peterlazaroff.com) Katie Gatti Tassin talks with Dana Miranda author of "You Don't Need a Budget." (podcast.moneywithkatie.com) The Purpose Code Why you should read "The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy" by Jordan Grumet.

Retirement Planning 147

Retirement Planning Budgeting Financial Planning Planning 147

The Big Picture

JANUARY 8, 2025

SPOTIFY EMBED St. Vincent – Digital Witness [link] Digital witnesses, what’s the point of even sleeping? If I can’t show it, if you can’t see me What’s the point of doing anything? This is no time for confessing At The Money: with Matt Hougan on Crypto Technology (January 8, 2025) Are you crypto-curious? Are you interested in owning some bitcoin, Ethereum, or other crypto-coins?

Assets 130

Assets Investments Investing Banking 130

Nerd's Eye View

JANUARY 8, 2025

Solo 401(k) plans are a popular retirement savings vehicle for self-employed business owners. One of their key features is the ability to make contributions both as an "employee" of the business and as the "employer", i.e., the business itself. By maximizing both the employee employer contributions, solo 401(k) plan owners can often save significantly more than is possible with other types of retirement plans available to self-employed workers, like SEPs and standard IRAs.

Taxes 130

Taxes Planning Retirement Planning Retirement 130

Calculated Risk

JANUARY 8, 2025

From the Fed: Minutes of the Federal Open Market Committee, December 1718, 2024. Excerpt: With regard to the outlook for inflation, participants expected that inflation would continue to move toward 2 percent, although they noted that recent higher-than-expected readings on inflation, and the effects of potential changes in trade and immigration policy, suggested that the process could take longer than previously anticipated.

Economics 103

Economics Accounting Financial Market Numbers 103

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.

Assets

Wealth Management

JANUARY 8, 2025

Hillguard Wealth Management will join Sanctuary Global and work out of the firms Miami office. Sanctuary President Vince Fertitta said there was a demand for an alternative to the way most banks and wirehouses treat international business.

Wealth Management 105

Wealth Management Clients Banking Management 105

Wealth Management

JANUARY 8, 2025

Announcement 2025-2 applies to employer retirement plans.

Retirement Planning 104

Retirement Planning Retirement Planning 104

Calculated Risk

JANUARY 8, 2025

From Dodge Data Analytics: Dodge Momentum Index Grows 10% in December The Dodge Momentum Index (DMI), issued by Dodge Construction Network, grew 10.2% in December to 212.0 (2000=100) from the revised November reading of 192.3. Over the month, commercial planning increased 14.2% while institutional planning improved 2.5%. Commercial activity rebounded strongly in December, thanks to a re-acceleration in data center and warehouse planning activity, stated Sarah Martin, associate director of foreca

Healthcare 71

Healthcare Planning Education Economics 71

Wealth Management

JANUARY 8, 2025

The deal with Executive Wealth Management represents EPs largest Midwest acquisition to date, bringing its total AUM to over $31 billion.

Wealth Management 99

Wealth Management Management 99

Calculated Risk

JANUARY 8, 2025

From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 3.7 percent from one week earlier, according to data from the Mortgage Bankers Associations (MBA) Weekly Mortgage Applications Survey for the week ending January 3, 2025. This weeks results include an adjustment for the New Years holiday. The Market Composite Index, a measure of mortgage loan application volume, decreased 3.7 percent on a seasonally adjusted basis from one week earlier.

Government 71

Government Marketing Marketing 71

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

Management

Wealth Management

JANUARY 8, 2025

The Financial Services Institute also brought on four new board members, including Commonwealth Chief Regulatory Affairs Officer Robert Molinari and Broadridge Financial Solutions President Chris Perry.

Financial Services 95

Financial Services 95

Advisor Perspectives

JANUARY 8, 2025

A few weeks ago, a reader emailed to challenge what he described as our “cautionary, skeptical and net negative” stance on Bitcoin.

64

64

Wealth Management

JANUARY 8, 2025

Wednesday, January 29, 2025 | 2:00 PM ET

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88

Carson Wealth

JANUARY 8, 2025

Navigating the complexities of personal finance can be challenging. While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio. 1 But working with a financial advisor has many additional benefits that can go beyond returns.

Financial Advice 52

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 52

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.

Accounting

Wealth Management

JANUARY 8, 2025

Leadership education is a cornerstone of UHNW families aiming to achieve successful intergenerational transitions.

Education 88

Education 88

Validea

JANUARY 8, 2025

The G-Score, developed by Professor Parth Mohanram in 2005, is a fundamental analysis tool designed specifically for growth stocks, serving as a counterpart to Joseph Piotroski’s F-Score which was created for value stocks. The scoring system evaluates eight binary signals based on firm fundamentals, particularly focusing on aspects that are especially relevant for growth companies.

Advertising 52

Advertising Assets Investments Investing 52

Wealth Management

JANUARY 8, 2025

At 17 years old, Michelle Begina found out her parents used her college fund to buy a yacht. The decisions she made after stepping off that dock have shaped the woman she is today.

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87

Calculated Risk

JANUARY 8, 2025

From ADP: ADP National Employment Report: Private employers added 122,000 jobs in December The labor market downshifted to a more modest pace of growth in the final month of 2024, with a slowdown in both hiring and pay gains. Health care stood out in the second half of the year, creating more jobs than any other sector. emphasis added This was below the consensus forecast of 143,000.

Marketing 59

Marketing Marketing 59

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.

Clients

Wealth Management

JANUARY 8, 2025

Tactical refinements for a more productive year for life insurance agents and financial advisors.

Insurance 76

Insurance Financial Advisor 76

Calculated Risk

JANUARY 8, 2025

Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in December A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to December 2019 for each local market (some 2019 data is not available). This is the first look at several early reporting local markets in December.

Marketing 59

Marketing Marketing Sales 59

Wealth Management

JANUARY 8, 2025

Tax reform is on deck for the new Congress.

Taxes 76

Taxes 76

Calculated Risk

JANUARY 8, 2025

From Manheim Consulting today: Wholesale Used-Vehicle Prices Decreased in December Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were lower in December compared to November. The Manheim Used Vehicle Value Index (MUVVI) fell to 204.8, an increase of 0.4% from a year ago. The seasonal adjustment to the index reduced the change for the month, as non-seasonally adjusted values declined at a higher rate.

Consulting 59

Consulting Sales 59

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.

Accounting

Wealth Management

JANUARY 8, 2025

The roughly 25 specialists will help Merrill financial advisors and their clients navigate financial needs including loans, estate planning and investment management.

Estate Planning 73

Estate Planning Banking Financial Advisor Clients 73

SEI

JANUARY 8, 2025

SEIs Co-CIO Solution Supports Client-Centric Operating Structure, Provides Personalized Investment Experience and Enhances Efficiency

Investing 52

Investing Investments Clients 52

Wealth Management

JANUARY 8, 2025

The company has more than 21,000 employees, meaning the cuts apply to about 200 staff.

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69

Advisor Perspectives

JANUARY 8, 2025

The ADP employment report revealed that 122,000 nonfarm private jobs were added in December, lower than the expected 139,000 addition. Private sector hiring has now slowed for six of the past eight months and December's reading marks the smallest addition since August.

52

52

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Planning

Wealth Management

JANUARY 8, 2025

The investigation, which spanned four years and involved 14 state regulators, revolved around how the firm supervised the transferring of brokerage account assets into advisory accounts.

Accounting 63

Accounting Assets 63

Advisor Perspectives

JANUARY 8, 2025

US mortgage rates edged up to just shy of 7% at the turn of year and a gauge of home-purchase applications tumbled to the lowest level since February, adding to evidence of a struggling housing market.

Marketing 52

Marketing Marketing 52

Wealth Management

JANUARY 8, 2025

An analysis of defined benefit plans over 25 years finds REITs trailed only private equity for average annual net returns.

Planning 63

Planning 63