Nerd's Eye View

DECEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study indicates that surveyed advisory firms that raised their fees in the last year saw almost identical 97% client retention rates as firms that lowered their fees (with the firms raising their fees bringing in more revenue in the first two years after doing so), suggesting that some growing firms might consider raising their fees (commensurate with the va

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Abnormal Returns

DECEMBER 13, 2024

Listening Nilay Patel talks with Nick Quah about why every company wants their own podcast these days. (theverge.com) The best audiobooks of 2024 including "We Solve Murders" by Richard Osman, narrated by Nicola Walker. (slate.com) Business David Senra talks with Brad Jacobs author of "How to Make a Few Billion Dollars." (founderspodcast.com) Joe Weisenthal and Tracy Alloway talk with Mike Yu, co-founder and CEO of Vesta, about why we don't have one-click mortgage refis.

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The Big Picture

DECEMBER 13, 2024

This week, we speak with Tony Kim , Managing Director and Head of the Fundamental Equities Global Technology Team at BlackRock. he is manager of the firm’s Technology Opportunities Fund (BGSAX), which has trounced the Nasdaq 100 and the MSCI World Net benchmarks since its inception in June 2000. Prior to joining BlackRock in 2013, he held key roles at institutions like Artisan Partners, Neuberger Berman, and Merrill Lynch.

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Indigo Marketing Agency

DECEMBER 13, 2024

Start by Owning January: 2025 Marketing Moves for Advisors As 2025 approaches, its crucial for financial advisors to prepare for a strong start to the new year. Implementing effective marketing strategies can help you connect with ideal clients and grow your business. Here are three actionable marketing tips to hit the ground running in January: 1. Enhance Your Online Presence With Service and Niche-Specific Pages Your website often serves as the first impression for potential clients.

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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

Sara Grillo

DECEMBER 13, 2024

Most of you are solo shops.But, if you run or are a part of a company with more than one person, here are some for optimizing employee participation on LinkedIn.Get everybody associated with the company page. See Vid 98 for info about how to create a great company page. You first create the company page […] To access this post, you must purchase Membership Prime Portal.

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A Wealth of Common Sense

DECEMBER 13, 2024

Here’s an email that came to our Animal Spirits inbox this week: A lot of people are wondering the same thing. The overall price level is up more than 20% this decade. Wages have more or less kept up but that’s on aggregate. Those who have seen their wages rise faster than average are offset by those whose incomes haven’t kept pace.

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Sara Grillo

DECEMBER 13, 2024

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does. Here are a list of advisors who have held themselves out as advice-only planners.

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Financial Planning Compliance Financial Planner Fee Only 52

Alpha Architect

DECEMBER 13, 2024

Cliffwater found that private equity allocations by state pensions produced a 11.0% net-of-fee annualized return over the 23-year period ending June 30, 2023. Over the same period the CRSP 1-10 Index (U.S. total market) returned 7.2% and the MSCI All Country World ex USA Index returned 4.4%. Private Equity Versus Public Equity Returns was originally published at Alpha Architect.

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Carson Wealth

DECEMBER 13, 2024

In the latest episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, discusses the improving trends in inflation. Ryan also highlights the Federal Reserve’s likely rate cuts, strong economic fundamentals, and the resilience of the current bull market, which has seen a 70% gain since October 2022! Whats Ryans outlook as we head into 2025?

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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

Abnormal Returns

DECEMBER 13, 2024

Markets Want to understand the current market regime? Think margins. (ft.com) Lessons learned from the young Warren Buffett. (wsj.com) Crypto Is there room in the market for another stablecoin? (sherwood.news) Bitcoin ETF provider Blackrock ($BLK) thinks you should own some Bitcoin. (rogersplanning.blogspot.com) Pay your (crypto) taxes! (theblock.co) IPOs ServiceTItan ($TTAN) had an eventful first day of trading.

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