The Big Picture

SEPTEMBER 19, 2024

Marty’s Zweig’s Trading rules 1) The trend is your friend; don’t fight the tape hard return; 2) Let profits run take losses quickly; 3) If you buy for a reason and that reason if discounted or is no longer valid then sell 4) if the values don’t make sense then don’t participate (2 + 2 = 4) 5) The cheap get cheaper the deer get deer; 6) Don’t fight the Fed (less valid than #1); 7) Every indicator eventually bites the dust; 8) Adapt to change; 9) Don’t let your

Marketing 301

Marketing Marketing 301

Abnormal Returns

SEPTEMBER 19, 2024

Strategy Who are you going to bet on? Hedge funds or retail traders? (monevator.com) The case for focusing on fewer things. (collabfund.com) Crypto Stablecoin issuers have Tether envy. (sherwood.news) Another crypto-based prediction betting market is coming online. (sherwood.news) Trading Stocks and ETFs will soon be priced in half-cent increments. (fa-mag.com) Why Citadel Securities chose to not become a primary dealer.

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Startup Financial Advising Retail Media 273

The Big Picture

SEPTEMBER 19, 2024

Now THAT’S a financial conference! If you are reading this on the 19th, I may be still asleep. I am writing this on my flight home, scheduled to land at midnight Wednesday; I was alcohol-free all week (ok, one Mexican lager Tuesday afternoon at my RWM-crew pool swim after the Animal Spirits Live !), and while I feel pretty good, its been a long week.

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Media Management Marketing Marketing 212

A Wealth of Common Sense

SEPTEMBER 19, 2024

A reader asks: I know Ben talked about rate cuts and the stock market a few weeks ago but what about the economy? Did Powell just guarantee a soft landing by cutting 50 basis points this week? There are no guarantees in life or the markets, unfortunately. The rate cut helps the soft landing scenario but you never know with these things. Let’s invert this question and start with what Fed rate cuts don’t mean.

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Economy Marketing Marketing 115

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

SEPTEMBER 19, 2024

Inspire Investing will pay $300,000 to settle allegations that its process did not support its claims of using a “data-driven” approach to biblically responsible investing.

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Investing Investments 119

Calculated Risk

SEPTEMBER 19, 2024

Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 3.86 million SAAR in August Excerpt: Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2023 and 2024. Sales declined 4.2% year-over-year compared to August 2023. This was the thirty-sixth consecutive month with sales down year-over-year.

Sales 112

Sales 112

Wealth Management

SEPTEMBER 19, 2024

“Indexing is never going to be the best strategy in the space, and it will hold a lot of dead capital and dead coins. But it’s going to get you the beta,” said Bitwise’s Matt Hougan at Future Proof.

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Advisor Perspectives

SEPTEMBER 19, 2024

In the frothy business of selling artificial intelligence service, Salesforce Inc. has been punching above its own weight. “Salesforce?” I hear you wonder. The folks in the dull business of selling customer relationship management software?

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Management 108

Wealth Management

SEPTEMBER 19, 2024

A new survey from Wealth Enhancement Group found many people feel behind on retirement plans but aren’t doing enough to set and meet clear goals.

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Retirement Financial Advisor Retirement Planning Planning 115

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

Million Dollar Round Table (MDRT)

SEPTEMBER 19, 2024

By Godofredo Batas Peteza III One-seat closing is a technique some financial advisors use to close deals during a first meeting. While effective in some scenarios, such as when the client is ready to purchase or is a close relative or a friend, it may not be suited for more complex financial advising. Financial decisions are rarely simple or impulsive.

Risk Tolerance 89

Risk Tolerance Financial Advisor Financial Advising Clients 89

Wealth Management

SEPTEMBER 19, 2024

The SEC’s order pertained to collateralized mortgage obligations held in 20 advisory accounts, including 11 mutual funds.

Assets 115

Assets Accounting 115

Calculated Risk

SEPTEMBER 19, 2024

The DOL reported : In the week ending September 14, the advance figure for seasonally adjusted initial claims was 219,000 , a decrease of 12,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 230,000 to 231,000. The 4-week moving average was 227,500, a decrease of 3,500 from the previous week's revised average.

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Wealth Management

SEPTEMBER 19, 2024

Explore how financial advisors can better assist clients with special needs planning and caregiver challenges.

Financial Advisor 105

Financial Advisor Clients Planning 105

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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

Calculated Risk

SEPTEMBER 19, 2024

From the NAR: Existing-Home Sales Declined 2.5% in August In August 2024, existing-home sales fell in the South, West, and Northeast, while the Midwest registered no change. Year-over-year, sales slipped in three regions but remained stable in the Northeast. emphasis added Click on graph for larger image. This graph shows existing home sales, on a Seasonally Adjusted Annual Rate (SAAR) basis since 1994.

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Sales 78

Wealth Management

SEPTEMBER 19, 2024

Three Merrill breakaways offer their perspectives on the process of considering change and life outside the wirehouse.

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Financial Advisor 105

Darrow Wealth Management

SEPTEMBER 19, 2024

Updated for 2024. The Simplified Employee Pension (SEP IRA) is a type of a traditional IRA adopted by self-employed small business owners (sole proprietors, partnerships, C and S corporations), and the self-employed. Unlike most types of retirement plans, the SEP IRA is funded by the employer. Here’s more on what a SEP IRA is, tax benefits, contribution limits, and important deadlines.

Retirement Planning 77

Retirement Planning Retirement Taxes Planning 77

Advisor Perspectives

SEPTEMBER 19, 2024

As the kiddos return to school, our fantasy football lineups are set, and the summer has ended, not only is the weather turning in the Northeast, but the inflation challenges are also cooling. The Federal Reserve’s (Fed) preferred inflation gauge, the PCE, was released at the end of August and came in at 2.5% month-over-month for July.

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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

Calculated Risk

SEPTEMBER 19, 2024

What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For August, Realtor.com reported inventory was up 5.8% YoY, but still down 26.4% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 33.0% YoY. Realtor.com has monthly and weekly data on the existing home market.

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Sales Numbers Marketing Marketing 67

Wealth Management

SEPTEMBER 19, 2024

Wednesday, October 16, 2024 | 1:00 PM Eastern Daylight Time

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Media Marketing Marketing 111

Advisor Perspectives

SEPTEMBER 19, 2024

An ETF that just last month was dubbed the most volatile to ever hit Wall Street has already been upstaged, after the debut of a competing product that adds even more leverage.

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Wealth Management

SEPTEMBER 19, 2024

Rate hikes and regulatory scrutiny are the top concerns.

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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

Trade Brains

SEPTEMBER 19, 2024

Trade across the world happens through majorly through sea routes. It helps to transport large and heavier goods passing many countries and regulations. Globalization has helped people transfer ideas, goods and services, technology, cultures, and others worldwide. However, the port is a gateway for any country to import and export. Owning a port controls a huge supply chain which many companies and people rely on daily.

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Government Planning Transportation Investing 52

Wealthfront

SEPTEMBER 19, 2024

You may not think about it very often, but the federal funds rate (or “fed funds rate” for short) almost certainly has an impact on your life. It’s an important factor in the interest you earn on your savings as well as the rate you pay on any loans or debt. The fed funds rate […] The post How the Fed Funds Rate Impacts the Wealthfront Cash Account appeared first on Wealthfront Blog.

Accounting 52

Accounting 52

Advisor Perspectives

SEPTEMBER 19, 2024

In the week ending September 14th, initial jobless claims were at a seasonally adjusted level of 219,000. This represents a decrease of 12,000 from the previous week's figure and is better than the 230,000 economists were expecting.

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Trade Brains

SEPTEMBER 19, 2024

Vodafone Idea, India’s third-largest mobile network operator, faces a critical juncture as it grapples with mounting challenges in the fiercely competitive telecom sector. Following Goldman Sachs recent downgrade, investors are closely scrutinising the company’s ability to overcome its financial hurdles and reverse market share erosion. Despite serving over 210 million subscribers, Vodafone Idea contends with substantial losses and a staggering debt burden.

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eCommerce Government Planning Portfolio 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

Advisor Perspectives

SEPTEMBER 19, 2024

The Federal Reserve on Wednesday began its policy easing with a bang. Much of the focus was on its decision to cut interest rates by half a percentage point from a two-decade high. But the key question for the bond market is where rates will land once all is said and done. Nobody knows for sure, and Chair Jerome Powell injected enough uncertainty to ensure a choppy ride ahead.

Marketing 52

Marketing Marketing 52

Validea

SEPTEMBER 19, 2024

The Twin Momentum strategy looks at combining traditional price momentum with improving fundamentals to generate market outperformance. The strategy uses seven fundamental variables (earnings, return on equity, return on assets, accrual operating profitability to equity, cash operating profitability to assets, gross profit to assets and net payout ratio) that are combined into a single fundamental momentum measure.

Assets 52

Assets Marketing Marketing 52

Advisor Perspectives

SEPTEMBER 19, 2024

Many investors understandably are wondering where Japan’s equity markets are heading. The market had a good year through June. After that it changed. The Bank of Japan's hawkishly delivered interest rate increase on July 31 preceded the release of weak U.S. economic data.

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Banking Economics Marketing Marketing 52