Abnormal Returns
AUGUST 7, 2024
Markets Good luck trying to figure out the stock market these days. (sherwood.news) Mortgage spreads have room to come down. (axios.com) Strategy The stock market is not economy, and vice versa. (awealthofcommonsense.com) What to do the next time the stock market tanks. (tonyisola.com) 'Don't panic' isn't necessarily helpful advice. (edgyoptimist.substack.com) Disney Disney ($DIS) warns about theme park weakness.
Nerd's Eye View
AUGUST 7, 2024
Traditionally, people tend to think of their estate as comprising one big 'pot' of assets, focusing on the sum of all the assets rather than on each individual asset itself. Consequently, when in estate planning, thinking about how to divide their assets after their death, they often aim to simply apportion the whole pot among their beneficiaries, without regard to the nature of each individual asset.
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Abnormal Returns
AUGUST 7, 2024
Podcasts Carl Richards talks with Meb Faber about what really matters. (podcasts.apple.com) Peter Lazaroff talks alts with Phil Huber, author of "The Allocator’s Edge: A Modern Guide to Alternative Investments and the Future of Diversification." (peterlazaroff.com) Barry Ritholtz talks with Dave Nadig about whether there is a wrong way to invest. (ritholtz.com) Dan Haylett talks true wealth with author Ken Honda.
Calculated Risk
AUGUST 7, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 6.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending August 2, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 6.9 percent on a seasonally adjusted basis from one week earlier.
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
AUGUST 7, 2024
The Shinning’ actress Shelley Duvall appears to have died intestate.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
AUGUST 7, 2024
Including permanent life insurance can help prevent blind spots in retirement planning and enable clients to live longer.
Advisor Perspectives
AUGUST 7, 2024
The 20th century Baby Boom was one of the most powerful demographic events in the history of the United States. We've created a series of charts to show seven age cohorts of the employed population from 1948 to the present.
Wealth Management
AUGUST 7, 2024
Seven ways for next gen fiancial advisors to succeed in this business.
Carson Wealth
AUGUST 7, 2024
“The stock market is a giant distraction from the business of investing.” – John Bogle It might not feel like it, but stocks were having one of their strongest and least volatile years ever just a few weeks ago. Now it feels like each day has more worries and more volatilty. To help, we put together this list of things to know during this latest bout of August volatility.
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
AUGUST 7, 2024
The addition of Ari Hadida, who joins from Valor Advisors, is part of CV’s strategy of building a single-family office at scale.
Calculated Risk
AUGUST 7, 2024
From Manheim Consulting today: Wholesale Used-Vehicle Prices Increased in July Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were higher in July compared to June. The Manheim Used Vehicle Value Index (MUVVI) rose to 201.6, a decline of 4.8% from a year ago. The seasonal adjustment to the index amplified the impact on the month, resulting in values that rose 2.8% month over month.
Wealth Management
AUGUST 7, 2024
Alberto Francis is leaving Bank of America Private Bank to form Rockview Private Wealth through LPL’s high-net-worth-focused employee affiliation model.
Calculated Risk
AUGUST 7, 2024
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in July A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to July 2019 for each local market (some 2019 data is not available). This is the first look at several early reporting local markets in July. I’m tracking over 40 local housing markets in the US.
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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
AUGUST 7, 2024
Eight important questions to ask.
Advisor Perspectives
AUGUST 7, 2024
Investor complacency is often blamed when rising stock markets ignore potentially unsettling data for weeks and then viciously sell off. But this very human-sounding characteristic mostly isn’t in the minds of traders: It’s baked into the structure of modern investment strategies.
Wealth Management
AUGUST 7, 2024
Open, honest and candid discussion about the July jobs numbers, Captrust hitting $1 trillion in assets, the end of the war for talent and more.
Advisor Perspectives
AUGUST 7, 2024
Fiscal conservatism has more or less vanished from America’s political landscape. Government borrowing, despite the strong economy, continues to push public debt to record levels – and the presidential contenders and their parties say scarcely a word about it.
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
Calculated Risk
AUGUST 7, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 240 thousand initial claims, down from 249 thousand last week.
Advisor Perspectives
AUGUST 7, 2024
Bitcoin's price plummeted to its lowest level in over five months this past week. BTC is currently up ~27% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 8/6/24.
Tobias Financial
AUGUST 7, 2024
The IRS has recently issued new regulations clarifying the rules for required minimum distributions (RMDs) from inherited retirement accounts. These regulations bring much-needed clarity to the 10-year rule established by the Secure Act of 2019. Retirement-account beneficiaries now have a more precise understanding of when and how they must withdraw funds from their inherited accounts, helping them avoid penalties and plan their finances more effectively.
Advisor Perspectives
AUGUST 7, 2024
VettaFi Voices weigh in on key industry trends in 2024.
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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.
Discipline Funds
AUGUST 7, 2024
I was on Schwab TV Wednesday discussing the economy, the Fed and the impact on portfolios going forward. Summary: The market got ahead of itself with the “soft landing” narrative when, in reality, the Fed is far from being able to declare victory. The economic plane was slowed by the rate hikes, but is not currently stalling. The trends are mostly negative and so the Fed can’t keep flying the plane at this low altitude and slow speed or the economy will stall.
Wealthfront
AUGUST 7, 2024
Managing money with your partner is an exciting relationship milestone: It means you have a shared vision of your future and you want to figure out how to get there together. It can also be a little bit daunting. After all, money—how much you make, how you spend it, and how you direct it towards […] The post Tips for Managing Your Money as a Couple appeared first on Wealthfront Blog.
SEI
AUGUST 7, 2024
Major global equity markets saw mixed performance in July amid several bouts of volatility.
Validea
AUGUST 7, 2024
Here is the latest value spread update for July from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation. To compare value vs. growth, we look at the top decile of the cheapest stocks and compare it to the top decile of the most expensive stocks.
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!
Advisor Perspectives
AUGUST 7, 2024
Savvy advisors that blend classic prospecting methods with modern tech are not only reviving successful strategies from the past but are also setting the stage for sustainable future growth.
AdvicePay
AUGUST 7, 2024
As a financial advisor, you rely heavily on technology to keep up with market changes, client communication, portfolio management, billing, and more. But with so many broker-dealers out there, how do you choose the one with the tech stack that not only supports you, but scales with you as you grow?
Advisor Perspectives
AUGUST 7, 2024
The ability of AI to demonstrate empathy holds great promise for enhancing user interactions and support services. However, its current limitations highlight the irreplaceable value of human empathy.
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