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.
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.
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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.
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).
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Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be
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.
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
Justin Berman details the thinking behind his move from Goldman Sachs to independence in 2010, followed by the merger with Cresset Asset Management.
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
Diamond will also serve as Chief Growth Officer for Gries’ parent company, The 4100 Group Financial Services.
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.
Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius
4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor
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%.
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
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.
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
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 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
Investors are stepping up the use of covered call strategies even as stocks repeatedly hit new highs.
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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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Wealth Management
SEPTEMBER 26, 2024
Once complete and available, the Intelligent Agent should help relieve the burden of manual communications review on compliance officers.
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).
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.
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).
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Wealth Management
SEPTEMBER 26, 2024
Maintaining and getting the most out of your CRM’s data takes some effort.
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.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
Advisor Perspectives
SEPTEMBER 26, 2024
Sam Altman has his hands in countless projects while also building “mankind’s last invention”: artificial general intelligence, or AI systems that surpass our own cognitive abilities. These galactic aspirations were reinforced on Monday when Altman published a dramatic blog post reminding us that superintelligence will bring prosperity for everyone.
Carson Wealth
SEPTEMBER 26, 2024
Carson Wealth announced the expansion of its Montana presence through a strategic partnership with Billings-based True North Financial, now known as Carson Wealth | True North Financial. This collaboration establishes Carson’s second Billings location. The six-person team, led by managing partner, wealth advisor, Ty Vogele, and wealth advisors David Guenthner, CEPA ® and Ryan Wittman, AIF ® , manages over $400 million in assets.
Advisor Perspectives
SEPTEMBER 26, 2024
Financial services companies are office hunting on one of New York City’s fanciest addresses, Park Avenue, and the biggest beneficiary may be a once-beleaguered real estate investment trust that happens to find itself in the right place at the right time.
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