The Big Picture
JANUARY 31, 2024
At the Money: Forecasting Recessions with Claudia Sahm (January 31, 2024 ) Investors don’t like recessions. But how can they tell if one’s coming? There’s an indicator for that. It’s called the “Sahm Rule,” named for economist Claudia Sahm. In this episode, we discuss how to use labor data to forecast recessions.
Abnormal Returns
JANUARY 31, 2024
Podcasts Meb Faber talks with Jared Dillian author of "No Worries: How to Live a Stress-Free Financial Life." (mebfaber.com) Dan Haylett talks with Sonya Lutter about addressing 'your money scripts' in retirement. (humansvsretirement.com) Rick Ferri talks real estate investing with Dr. Jim Dahle and John Worth. (bogleheads.podbean.com) Homes Why people prefer owning over renting.
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Nerd's Eye View
JANUARY 31, 2024
In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. Of the many provisions in the bill, the so-called "Death of the Stretch" arguably received the lion's share of consternation from the financial advisor community. Under the new law, non-spouse beneficiaries (with few exceptions) must now withdraw the entirety of an inherited IRA within 10 years of the account owner's passing rather
Abnormal Returns
JANUARY 31, 2024
Inflation Why investors are pulling money from TIPS ETFs. (ft.com) Is there an ideal level of inflation? (klementoninvesting.substack.com) Crypto Bankrupt FTX says it will pay out customers in whole. (coindesk.com) Are spot Bitcoin ETFs going to start showing up in 401(k) plans? (investmentnews.com) Companies Boeing's ($BA) decline has been decades in the making.
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.
Calculated Risk
JANUARY 31, 2024
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 7.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending January 26, 2024. Last week’s results included an adjustment to account for the MLK holiday.
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Wealth Management
JANUARY 31, 2024
Over a matter of weeks, Mariner was hit with multiple lawsuits from rival advisory firms, including Edelman Financial Engines, Avantax and RWA Wealth Partners, claiming the firm's hyper-aggressive growth tactics step over the line. It may just be the new cost of doing business in a rapidly maturing RIA industry, some legal observers say.
Advisor Perspectives
JANUARY 31, 2024
The latest Chicago Purchasing Manager's Index (Chicago Business Barometer) fell to 46.0 in January from 47.2 in December. The latest reading is worse than the 48.0 forecast and keeps the index in contraction territory for a second straight month.
Wealth Management
JANUARY 31, 2024
Open, honest and candid discussion on Fidelity's deal with insurers, the DOL fiduciary rule, academics' criticism of the DC system, Franklin Templeton's integration of Putnam and more.
A Wealth of Common Sense
JANUARY 31, 2024
Today’s Animal Spirits is brought to you by Kraneshares: See here for Kraneshare’s latest 2024 outlooks on China, the carbon market, and managed futures. See here to register for the Future Proof Retreat in March! On today’s show, we discuss: Plummeting inflation raises new risk for Fed: Rising real interest rates GDP, fourth quarter and year 2023 Young people have a lot more wealth than we thought .
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
JANUARY 31, 2024
F2 Strategy co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.
Calculated Risk
JANUARY 31, 2024
Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Recent indicators suggest that economic activity has been expanding at a solid pace. Job gains have moderated since early last year but remain strong, and the unemployment rate has remained low. Inflation has eased over the past year but remains elevated.
Wealth Management
JANUARY 31, 2024
One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award.
Calculated Risk
JANUARY 31, 2024
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased in December; Up 6.6% Year-over-year A brief excerpt: On a year-over-year basis, the National FMHPI was up 6.6% in December , from up 6.1% YoY in November. The YoY increase peaked at 19.1% in July 2021, and for this cycle, bottomed at up 0.9% YoY in April 2023.
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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
JANUARY 31, 2024
In November, municipal bonds gained 6.35%, their best single month since August 1982. In January, munis posted a loss of 1.05%.
Calculated Risk
JANUARY 31, 2024
From ADP: ADP National Employment Report: Private Sector Employment Increased by 107,000 Jobs in January; Annual Pay was Up 5.2% Private sector employment increased by 107,000 jobs in January and annual pay was up 5.2 percent year-over-year, according to the January ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
Wealth Management
JANUARY 31, 2024
Hughes Financial Services is one of three firms to join Bluespring last year.
Calculated Risk
JANUARY 31, 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 210 thousand initial claims, down from 214 thousand last week. • At 10:00 AM, Construction Spending for December. The consensus is for a 0.5% increase in construction spending. • Also at 10:00 AM, ISM Manufacturing Index for January.
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
Trade Brains
JANUARY 31, 2024
Fundamental Analysis of REC : The Government of India is pursuing the target of achieving 500 GW of renewable energy capacity by 2030, which is expected to drive significant investment in the sector. In this article, we will be analyzing one such company that is involved in financing this sector particularly. Fundamental Analysis of REC Company Overview Established in 1969, to energize agricultural pump-sets for irrigation purposes to reduce the dependency of agriculture on monsoons, REC Limited
Advisor Perspectives
JANUARY 31, 2024
History shows that monetary policy drives investment performance. When the Federal Reserve (Fed) hikes or cuts the fed funds target rate in response to economic conditions—or stays on hold while it assesses the data—performance will differ by sector.
Trade Brains
JANUARY 31, 2024
Bharat Dynamics Limited (BDL) is a key force in the Indian military sector, dedicated to national security. It has grown into a leading defence technology corporation specializing in designing, developing, and manufacturing complex missile systems and strategic defence solutions. While the company experienced a decline in revenue and net profit during FY23, a contrasting narrative emerges when considering its recent substantial orders, upcoming strategies, and an impressive stock return of 556.
Advisor Perspectives
JANUARY 31, 2024
Picture the scene: Weeks after the world came together at the COP28 summit with a deal for “transitioning away from fossil fuels,” Saudi Arabia, the oil industry’s flagship producer, cancels a planned increase in its crude output capabilities. On paper, it’s the stuff climate activists dream about.
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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.
Wealth Management
JANUARY 31, 2024
Those who are product agnostic will prevail in the uncertain times ahead.
Advisor Perspectives
JANUARY 31, 2024
As money market account balances soar, the mainstream media again proclaims, “There is $6 trillion of cash on the sidelines just waiting to come into the market.
Wealth Management
JANUARY 31, 2024
For younger generations, financial goals like buying a house and saving for retirement can feel out of reach.
Advisor Perspectives
JANUARY 31, 2024
We move on to the recent inflation that was kicked off by the pandemic. This summary allows us to appreciate better the similarities and differences between now and 50 years ago.
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!
Wealth Management
JANUARY 31, 2024
Shift in interest rates provides impetus to discounting promissory notes.
Discipline Funds
JANUARY 31, 2024
Here’s my full interview from Wednesday following the big Fed decision on interest rates. The summary: The market seemed surprised by the Fed decision and especially the commentary that the Fed would not be cutting rates in March. This is no surprise to readers here and it looks abundantly clear that the earliest cut is likely to come in May although June is still the most probable outcome in my view.
Wealth Management
JANUARY 31, 2024
The Internal Revenue Service issues new guidance on whether it’s a taxable gift.
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