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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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.
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: Erroll Amacker
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
Calculated Risk
SEPTEMBER 26, 2024
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 1.5% Below 2022 Peak Excerpt: It has been over 18 years since the bubble peak. In the July Case-Shiller house price index on Tuesday, the seasonally adjusted National Index (SA), was reported as being 74% above the bubble peak in 2006. However, in real terms, the National index (SA) is about 11% above the bubble peak (and historically there has been an upward slope to real house prices).
Wealth Management
SEPTEMBER 26, 2024
Diamond will also serve as Chief Growth Officer for Gries’ parent company, The 4100 Group Financial Services.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
SEPTEMBER 26, 2024
Maintaining and getting the most out of your CRM’s data takes some effort.
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.
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.
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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.
Wealth Management
SEPTEMBER 26, 2024
Investors are stepping up the use of covered call strategies even as stocks repeatedly hit new highs.
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 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.
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).
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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?
Wealth Management
SEPTEMBER 26, 2024
Once complete and available, the Intelligent Agent should help relieve the burden of manual communications review on compliance officers.
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.
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.
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%.
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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.
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.
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.
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.
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?
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
Wealth Management
SEPTEMBER 26, 2024
Dan Friedkin’s takeover of Everton shows there’s still appetite for English football clubs.
Darrow Wealth Management
SEPTEMBER 26, 2024
Wondering where to invest after maxing out your 401(k)? If you’re looking for ways to invest after your 401(k) or 403(b) at work, you likely have three options: a brokerage account, IRA, or Roth IRA. Investing after maxing out a 401(k) is smart, especially since your retirement accounts may not be enough to fully fund the lifestyle you want. Key takeaway (TLDR): For individuals with a high income and significant excess cash flow, a brokerage account is likely the best place to invest after
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.
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.
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
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.
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.
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.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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