The Big Picture
SEPTEMBER 26, 2024
In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” The book is being published ~March 18, 2025, and is available for pre-ording today.
Abnormal Returns
SEPTEMBER 26, 2024
Books A look at "Opus: The Cult of Dark Money, Human Trafficking, and Right-Wing Conspiracy Inside the Catholic Church" by Gareth Gore. (nymag.com) An excerpt from “Fools on the Hill: The Hooligans, Saboteurs, Conspiracy Theorists and Dunces who Burned Down the House,” by Dana Milbank. (wapo.st) A Q&A with Alok Sama author of "The Money Trap: Lost Illusions Inside the Tech Bubble.
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Advisor Perspectives
SEPTEMBER 26, 2024
The U.S. economy grew at an expected pace during the second quarter of this year. Real gross domestic product increased at an annual rate of 2.99% in Q2 2024, according to the final estimate. The latest estimate is the same as the forecasted 3.0% growth and is a pickup from the Q1 2024 GDP final estimate of 1.6%.
Abnormal Returns
SEPTEMBER 26, 2024
Markets U.S. earnings estimates, and margins, continue to tick higher in 2024. (carsongroup.com) Covid was boon for U.S. corporate profitability. (sherwood.news) Strategy How would you do if had tomorrow's newspaper today? (ft.com) Investing is simple but not easy. (thefinancialbodyguard.com) Finance Not every sovereign wealth fund is created alike.
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.
Wealth Management
SEPTEMBER 26, 2024
Financial advisors’ confidence in the current state of the economy sank last month to its lowest point year-to-date, while optimism in the stock market continued to rise.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
SEPTEMBER 26, 2024
The Roth Man himself, Bill Sweet, joined me on the show this week to discuss questions about taxes in marriage, retirement withdrawal strategies, the tax implications of selling farmland and how to manage tax rates in early retirement.
Trade Brains
SEPTEMBER 26, 2024
The Indian telecommunications sector has experienced remarkable growth recently. Mobile phone usage and internet services have spread widely across the country. This expansion has transformed how Indians communicate and access information in their daily lives. The sector faces significant challenges, including intense competition and high infrastructure costs.
Carson Wealth
SEPTEMBER 26, 2024
Navigating Medicare can sometimes feel like a maze. Understanding what’s covered—and what isn’t — can be tricky. While Medicare does offer a lot of valuable services, it doesn’t cover everything. Let’s discuss some of the most common things Medicare won’t cover and share solutions to help you fill those gaps. 1. Dental Care If you’ve been asking, “Does Medicare cover dental?
Wealth Management
SEPTEMBER 26, 2024
The ETFs in this gallery are top funds for key asset classes, such as large-cap equities, small-cap equities, emerging markets, bond strategies and bitcoin.
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.
Trade Brains
SEPTEMBER 26, 2024
National Stock Exchange of India Limited is set to launch an IPO through an offer for sale of 11,14,11,970 equity shares, each with a face value of ₹1. The price per equity share will be determined closer to the offer date. The IPO will constitute 22.5% of the company’s post-offer paid-up equity share capital. The company, in consultation with joint global coordinators and book-running lead managers, will finalize the minimum bid lot and price band.
Wealth Management
SEPTEMBER 26, 2024
Justin Berman details the thinking behind his move from Goldman Sachs to independence in 2010, followed by the merger with Cresset Asset Management.
Calculated Risk
SEPTEMBER 26, 2024
The DOL reported : In the week ending September 21, the advance figure for seasonally adjusted initial claims was 218,000 , a decrease of 4,000 from the previous week's revised level. The previous week's level was revised up by 3,000 from 219,000 to 222,000. The 4-week moving average was 224,750, a decrease of 3,500 from the previous week's revised average.
Wealth Management
SEPTEMBER 26, 2024
Once complete and available, the Intelligent Agent should help relieve the burden of manual communications review on compliance officers.
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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.
Advisor Perspectives
SEPTEMBER 26, 2024
America’s financial industry has long had trust issues. Never mind the Great Financial Crisis of 2007-08; mistrust of the markets dates back to at least 1929, if not the Dutch East India collapse of 1769. But this history has an upside: Financial institutions have a lot of experience creating systems to build, maintain and restore trust — and have learned lessons that can be applied across the economy.
Wealth Management
SEPTEMBER 26, 2024
Diamond will also serve as Chief Growth Officer for Gries’ parent company, The 4100 Group Financial Services.
Calculated Risk
SEPTEMBER 26, 2024
From WardsAuto: September U.S. Light-Vehicle Sales Forecast for 9-Month-High SAAR Despite Drop in Volume (pay content). Brief excerpt: If September’s outlook holds true, Q3 sales will decline 1.8% year-over-year. However, deliveries in October-December, goosed by two additional selling days vs. the year-ago period, are forecast to rise 7.4% from like-2023, leaving volume for entire-2024 at 15.9 million, up from 2023’s 15.5 million. emphasis added Click on graph for larger image.
Wealth Management
SEPTEMBER 26, 2024
Carson Wealth establishes its second Billings, Mont. location with the acquisition of True North Financial.
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
SEPTEMBER 26, 2024
From the NAR: Pending Home Sales Edged Up 0.6% in August Pending home sales in August rose 0.6% , according to the National Association of REALTORS®. The Midwest, South and West posted monthly gains in transactions, while the Northeast recorded a loss. Year-over-year, the West registered growth, but the Northeast, Midwest and South declined. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – increased to 70.6 in August.
Wealth Management
SEPTEMBER 26, 2024
The deal with private equity firm TPG would value the RIA integrator at around $1 billion, according to a Reuters report.
Calculated Risk
SEPTEMBER 26, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET Personal Income and Outlays, August 2024. The consensus is for a 0.4% increase in personal income, and for a 0.3% increase in personal spending. And for the Core PCE price index to increase 0.2%. • At 10:00 AM, University of Michigan's Consumer sentiment index (Final for September).
Wealth Management
SEPTEMBER 26, 2024
The deal with private equity firm TPG would value the RIA integrator at around $1 billion, according to a Reuters report.
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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.
Calculated Risk
SEPTEMBER 26, 2024
From the BEA: Gross Domestic Product (Third Estimate), Corporate Profits (Revised Estimate), and GDP by Industry, Second Quarter 2024 and Annual Update Real gross domestic product (GDP) increased at an annual rate of 3.0 percent in the second quarter of 2024 , according to the "third" estimate released by the U.S. Bureau of Economic Analysis. In the first quarter, real GDP increased 1.6 percent (revised).
Wealth Management
SEPTEMBER 26, 2024
Investors are stepping up the use of covered call strategies even as stocks repeatedly hit new highs.
NAIFA Advisor Today
SEPTEMBER 26, 2024
Discover Humana's optimistic stance on Medicare Supplement plans and their strategic approach to support agents and brokers for a successful Annual Election Period (AEP) in 2024.
Wealth Management
SEPTEMBER 26, 2024
Maintaining and getting the most out of your CRM’s data takes some effort.
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!
Random Roger's Retirement Planning
SEPTEMBER 26, 2024
A few things today starting with wildfires in Ecuador. Ecuador has been a favorite retirement destination for American expats for quite a while. We've written about Ecuador in this context several times and followed up in the last couple of years as political and social volatility has escalated. It seems to have mostly impacted Quito while it has primarily been Cuenca that has been the expat destination.
Advisor Perspectives
SEPTEMBER 26, 2024
In the week ending September 21st, initial jobless claims were at a seasonally adjusted level of 218,000. This represents a decrease of 4,000 from the previous week's figure and is better than the 224,000 economists were expecting.
NAIFA Advisor Today
SEPTEMBER 26, 2024
Greg Etchison is an experienced professional in the Medicare supplement business. With a career spanning over 25 years in the healthcare industry, he also has extensive experience across major carriers. Greg is passionate about educating people about healthcare options and optimizing coverage for seniors. He is a leading voice in Medicare supplement education, guiding individuals through the complexities of healthcare.
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