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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
Today, in the Calculated Risk Real Estate Newsletter: Q3 Update: Delinquencies, Foreclosures and REO A brief excerpt: We will NOT see a surge in foreclosures that would significantly impact house prices (as happened following the housing bubble) for two key reasons: 1) mortgage lending has been solid, and 2) most homeowners have substantial equity in their homes.
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-December 2024 A brief excerpt: Earlier this week, in Part 1: Current State of the Housing Market; Overview for mid-December 2024 I reviewed home inventory, housing starts and sales. In Part 2, I will look at house prices, mortgage rates, rents and more.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. For deaths, I'm currently using 4 weeks ago for "now", since the most recent three weeks will be revised significantly. Note: " Effective May 1, 2024, hospitals are no longer required to report COVID-19 hospital admissions, hospital capacity, or hospital occupancy data. " So I'm no longer tracking hospitalizations.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. For deaths, I'm currently using 4 weeks ago for "now", since the most recent three weeks will be revised significantly. Note: " Effective May 1, 2024, hospitals are no longer required to report COVID-19 hospital admissions, hospital capacity, or hospital occupancy data. " So I'm no longer tracking hospitalizations.
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.
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.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
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.
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.
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.
Warren Buffett and Peter Lynch stand as two of investing’s most legendary figures, each with distinct approaches to identifying exceptional companies. Through Validea’s guru-based models, four stocks currently demonstrate the fundamental characteristics that would attract both the Oracle of Omaha and the mutual fund maestro. Let’s examine why these companies align with both investors’ stringent criteria.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
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.
One of the ReturnStacked guys Tweeted out a chart about combining bonds and merger arbitrage. They've had something with merger arbitrage in the hopper and maybe that's coming soon. There was a comment on the post from someone with the following slide but no mention of it yet on the ReturnStacked website. Their other funds with bond exposure, offer AGG-like bond exposure and so for now, I would imagine this will have the same exposure.
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.
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?
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Markets Want to understand the current market regime? Think margins. (ft.com) Lessons learned from the young Warren Buffett. (wsj.com) Crypto Is there room in the market for another stablecoin? (sherwood.news) Bitcoin ETF provider Blackrock ($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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