Abnormal Returns

OCTOBER 16, 2024

Podcasts Peter Lazaroff talks with Josh Brown, author of "You Weren’t Supposed to See That: Secrets Every Investors Should Know." (peterlazaroff.com) Justin Carbonneau and Matt Zeigler talk with Ben Carlson about major investing mistakes. (youtube.com) Dan Haylett talks with Bill Bengen about safe withdrawal rates. (humansvsretirement.com) Jim Dahle talks with Andrew Tobias author of "The Only Investment Guide You'll Ever Need.

Transportation 280

Transportation Insurance Retirement Taxes 280

Nerd's Eye View

OCTOBER 16, 2024

Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative Minimum Tax (AMT), which TCJA restructured so that it applied mainly to a select number of upper-income households. But with the anticipated sunset of TCJA in 2026 and the reversion to the pre-2018 AMT rules, a large subset of households will find themselves owing AMT – many of whom will do so for the first time.

Taxes 230

Taxes Clients Planning Numbers 230

The Big Picture

OCTOBER 16, 2024

At The Money: Our Complicated Relationship With Cash with Dr. Daniel Crosby (October 16, 2024) How can we improve our relationship with money and earning, investing and spending? Full transcript below. ~~~ About this week’s guest: Dr. Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, where he helps financial advisors apply behavioral science in their practice.

Financial Planning 184

Financial Planning Numbers Media Financial Advisor 184

Calculated Risk

OCTOBER 16, 2024

From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 17.0 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending October 11, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 17.0 percent on a seasonally adjusted basis from one week earlier.

Government 127

Government Marketing Marketing 127

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.

Accounting

Wealth Management

OCTOBER 16, 2024

American College of Financial Services CEO George Nichols explores how understanding the diverse needs of various communities is crucial for advisors.

Financial Advising 116

Financial Advising Financial Services 116

Wealth Management

OCTOBER 16, 2024

The sale of U.S. Sen. Dianne Feinstein's jewerly, art and more was administered in accordance with her complex trust.

Sales 122

Sales 122

Random Roger's Retirement Planning

OCTOBER 16, 2024

Some interesting, quick ETF stuff today. Below is a chart of the Tradr 2x Long SPY Weekly ETF (SPYB) compared to the S&P 500 and the ProShares Ultra S&P 500 ETF (SSO). Where market cap weighted 2x S&P 500 funds are concerned, they tend to be close more often than not. One month is not enough time to draw a conclusion about SPYB but it better then coming out of the blocks and failing right away.

Portfolio 97

Portfolio Risk Management Taxes Numbers 97

Wealth Management

OCTOBER 16, 2024

The deal with Landmark Wealth Management Group marks Beacon Pointe’s fifth transaction this year and expands the firm’s Midwest footprint.

Wealth Management 115

Wealth Management Management 115

Advisor Perspectives

OCTOBER 16, 2024

Machine learning is ubiquitous in financial markets, and we tend to associate it with the sexy parts of hedge fund investing: what to buy, what to sell and how to pick a bottom or a top.

Financial Market 59

Financial Market Investing Investments Marketing 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

OCTOBER 16, 2024

Open, honest and candid discussion about another data breach, the Supreme Court hearing an ERISA case, alts in DC plans, the evolution of target date funds and more.

Planning 109

Planning 109

Trade Brains

OCTOBER 16, 2024

AI translation tools are transforming global communication. They allow businesses and individuals to bridge language barriers with ease. By leveraging machine learning and large language models, these tools quickly translate text while maintaining context and meaning. This helps users communicate clearly in different languages, opening up opportunities for global collaboration and commerce.

Communication 59

Communication Marketing Marketing Sales 59

Wealth Management

OCTOBER 16, 2024

As artificial intelligence becomes more powerful, it will enable charities to focus their efforts on more long-term problems.

121

121

Truemind Capital

OCTOBER 16, 2024

Time for a Reality Check! – Only 33% of women in India make their own investment decisions – 60% of women defer financial decisions to male family members As a financial advisor with 14 years of experience, I’ve observed a concerning gap in financial literacy that disproportionately affects women. Today, I want to address this crucial issue head-on.

Financial Planning 59

Financial Planning Retirement Planning Retirement Planning 59

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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.

Accounting

Wealth Management

OCTOBER 16, 2024

Morgan Stanley's wealth segment posted record net revenues in the third quarter, according to the firm's quarterly earnings.

110

110

Calculated Risk

OCTOBER 16, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, Retail sales for September will be released. The consensus is for a 0.2% increase in retail sales. • Also at 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for 265 thousand initial claims, up from 258 thousand last week. • Also at 8:30 AM, the Philly Fed manufacturing survey for October.

Retail 57

Retail Sales Manufacturing Numbers 57

Wealth Management

OCTOBER 16, 2024

Jennifer Richardson, who started working as a consultant for the Forge Community almost a decade ago before becoming its head in 2022, is now a freelance coach for business executives and family offices, according to her LinkedIn profile.

Consulting 102

Consulting 102

Calculated Risk

OCTOBER 16, 2024

The following graph shows real GDP quarterly (blue, annualized), and the year-over-year change in GDP (red). Click on graph for larger image. The pandemic slump and subsequent economic recovery are cutoff and marked.

Economics 57

Economics 57

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

Numbers

Wealth Management

OCTOBER 16, 2024

Uncovering the advantages and pitfalls of personalizing client service and streamlining workflows with AI.

Wealth Management 115

Wealth Management Management Clients 115

A Wealth of Common Sense

OCTOBER 16, 2024

Today’s Animal Spirits is brought to you by Nasdaq and Fabric: See here for more information on the largest U.S. equities exchange by market share Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: US Consumer Spending Is Increasingly Driven by Richer Households This is a great economy.

Insurance 55

Insurance Economy Marketing Marketing 55

Wealth Management

OCTOBER 16, 2024

New UMA capabilities, personalized indexing, automated tax-loss harvesting and CTO Services announced for 2025 by Commonwealth.

Management 109

Management Investing Investments Taxes 109

Advisor Perspectives

OCTOBER 16, 2024

A rally in Bitcoin paused as traders evaluated whether an improving regulatory outlook in the US and rising exchange-traded fund inflows will be sufficient to spur further gains.

52

52

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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.

Planning

Wealth Management

OCTOBER 16, 2024

As artificial intelligence becomes more powerful, it will enable charities to focus their efforts on more long-term problems.

112

112

Advisor Perspectives

OCTOBER 16, 2024

Toyota Motor Corp.’s research unit and Hyundai Motor Co.’s Boston Dynamics are joining forces to speed up development of humanoid robots with artificial intelligence.

52

52

Wealth Management

OCTOBER 16, 2024

American College of Financial Services CEO George Nichols explores how understanding the diverse needs of various communities is crucial for advisors.

Financial Advising 101

Financial Advising Financial Services 101

Advisor Perspectives

OCTOBER 16, 2024

Even if he does oversee a soft landing for the US economy, Fed Chair Jerome Powell will not deserve a place in the annals of history as the greatest central banker of all time.

Economy 52

Economy 52

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!

Management

Wealth Management

OCTOBER 16, 2024

There are additional deal structures beyond the traditional note, but the ramifications vary considerably from one approach to the other.

102

102

Trade Brains

OCTOBER 16, 2024

The once-mighty tech sector, a cornerstone of the US economy and a global powerhouse, faces unprecedented challenges. Mass layoffs and a dramatic shift towards AI have reshaped the industry landscape. This transformation began in 2022 and continues to send shockwaves through the job market in 2024. The Great Tech Exodus Since 2022, the tech industry has witnessed a staggering wave of job cuts.

Engineering 52

Engineering Economics Government Marketing 52

Wealth Management

OCTOBER 16, 2024

The principles of life insurance policies aren’t that complicated.

Insurance 116

Insurance 116