Wealth Management
AUGUST 29, 2024
Gordon “Gordy” Abel from Dynasty Financial Partners offers perspectives on why marketing matters, how to create and leverage a brand, the key aspects of an effective value proposition and more.
A Wealth of Common Sense
AUGUST 29, 2024
A reader asks: My asset allocation has been pretty conservative since the market run-up in 2020. My basic thesis is that the market is overvalued, and the only way I can keep myself in equities at all is to have a 60/40 stock/bond allocation. One thing I like about having the 60/40 split is that it gives me the option of changing to a more aggressive allocation if stock valuations fall.
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Wealth Management
AUGUST 29, 2024
Silvant Capital Management's CIO and Managing Partner, Michael Sansoterra opens up about why he believes growth investing is a condition, not a category.
Advisor Perspectives
AUGUST 29, 2024
HSAs are increasingly coming into use. They are a more tax-efficient means of investing, withdrawing money to cover large healthcare expenses, or simply preparing for higher medical costs in one’s later years.
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
AUGUST 29, 2024
The firm relied on “third-party automated surveillances” to check for potentially manipulative wash and prearranged trading which had overly narrow parameters, according to FINRA.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
AUGUST 29, 2024
Silvant Capital Management's CIO and Managing Partner Michael Sansoterra opens up about why he believes growth investing is a condition, not a category.
Advisor Perspectives
AUGUST 29, 2024
Real gross domestic product (GDP) is comprised of four major subcomponents. In the Q2 GDP second estimate, three of the four components made positive contributions.
Wealth Management
AUGUST 29, 2024
Fines levied by the Financial Industry Regulatory Authority have dwindled to half their recent levels.
Discipline Funds
AUGUST 29, 2024
There’s a popular joke in financial circles that says you can’t eat risk adjusted returns. In other words, while it might be interesting mental gymnastics to calculate things like a Sharpe Ratio the statistical output isn’t something you eat. In other, other words, if a hedge fund is touting a 9% returns with 10% volatility vs a 10% return in the S&P 500 with 20% volatility the thinking says that the investor who owned the S&P 500 can eat more despite the fact that the
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
AUGUST 29, 2024
The new study combines years of research to gauge what clients value most and what areas advisors can focus on in strengthening relationships.
Advisor Perspectives
AUGUST 29, 2024
Is the Japanese yen carry trade back on? Tough question. We think it is, now that the Bank of Japan has toned down its hawkish rhetoric. More on that later. Still, even if we are wrong, the reality is that the market will be talking about the violent ructions of August 2024 for the rest of our careers.
Wealth Management
AUGUST 29, 2024
Our technology columnist homes in on a few points from the third annual WealthStack study.
Advisor Perspectives
AUGUST 29, 2024
The National Association of Realtors® (NAR)unexpectedly fell 5.5% in July to 70.2, its lowest level in history. Pending home sales were expected to inch up 0.2% from the previous month. The index is down 8.5% from one year ago.
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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
AUGUST 29, 2024
Think of these services as different specialties within a high-end restaurant.
Trade Brains
AUGUST 29, 2024
Candlestick patterns are the key technical tool for traders to understand price movements. The patterns formed on candlestick charts over a given time frame offer potential views on trend reversals, continuations, or indecision present in the market. In this article, we will delve into the Bullish Mat Hold candlestick pattern, exploring its meaning, characteristics, and strategies with the example of charts.
FMG
AUGUST 29, 2024
If you’re looking to boost client retention, look at how frequently and effectively you communicate with clients. According to a recent survey by YCharts, three out of four clients have considered switching financial advisors due to infrequent communications. If you’re only communicating with clients once a month or less, you may want to reconsider your approach.
Advisor Perspectives
AUGUST 29, 2024
The second estimate for Q2 GDP came in at 2.95%, an acceleration from 1.41% for the Q1 final estimate. With a per-capita adjustment, the headline number is lower at 2.48%, a pickup from 0.95% for the Q1 headline number.
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
NAIFA Advisor Today
AUGUST 29, 2024
The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce that Kathleen Owings has been named the 2024 Young Advisor Team Leader of the Year. This award celebrates outstanding leadership, dedication, and impact within the financial advisory industry, recognizing individuals who exemplify the highest standards of excellence.
Advisor Perspectives
AUGUST 29, 2024
The U.S. economy grew at a faster than expected pace during the second quarter of this year. Real gross domestic product increased at an annual rate of 2.95% in Q2 2024, according to the second estimate. The latest estimate is above the forecasted 2.8% growth and is a pickup from the Q1 2023 GDP final estimate of 1.4%.
NAIFA Advisor Today
AUGUST 29, 2024
NAIFA is pleased to announce the inaugural class of the NAIFA Hall of Fame to recognize and celebrate members whose extraordinary service and contributions represent the legacy of the most accomplished, impactful, and inspirational members of the NAIFA family. The NAIFA Board of Trustees authorized the creation of the Hall of Fame earlier this year.
Advisor Perspectives
AUGUST 29, 2024
If your home and/or its contents are destroyed or damaged by a disaster such as a fire or flood, the insurance company will need a complete list of what was lost. Do you have such a list?
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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.
Validea
AUGUST 29, 2024
Warren Buffett and Peter Lynch are two of the most renowned investors of all time, each with their own distinct approach to finding winning stocks. While their strategies differ in many ways, there is some overlap in the types of companies they seek out. By identifying stocks that satisfy both Buffett’s and Lynch’s criteria, investors can potentially find high-quality companies with strong fundamentals and attractive valuations.
Advisor Perspectives
AUGUST 29, 2024
In the week ending August 24th, initial jobless claims were at a seasonally adjusted level of 231,000. This represents a decrease of 2,000 from the previous week's figure and is better than the 232,000 economists were expecting.
Abnormal Returns
AUGUST 29, 2024
Strategy Some financial voices you can safely ignore including permabears. (awealthofcommonsense.com) The stock market is always at risk of an 'accident.' (bestinterest.blog) Meme stocks A sign of just how successful GameStop ($GME) has been in raising equity capital. (sherwood.news) A lockup expiration on Trump Media & Technology Group ($DJT) is expiring.
Advisor Perspectives
AUGUST 29, 2024
Nvidia Corp. failed to live up to investor hopes with its latest results on Wednesday, delivering an underwhelming forecast and news of production snags with its much-awaited Blackwell chips.
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!
Abnormal Returns
AUGUST 29, 2024
Books An excerpt from “At War With Ourselves: My Tour of Duty in the Trump White House,” by H.R. McMaster. (wsj.com) An excerpt from “Reagan: His Life and Legend” by Max Boot. (wapo.st) A Q&A with Eliot Haspel, author of "Crawling Behind: America’s Childcare Crisis and How to Fix It." (annehelen.substack.com) Housing The home insurance market is increasingly dysfunctional.
Advisor Perspectives
AUGUST 29, 2024
Nvidia Corp.’s earnings report needed to be perfect for a stock that’s added nearly $2 trillion in market value in the past year. In the end, a broad beat still sparked a selloff.
Advisor Perspectives
AUGUST 29, 2024
Chair Jerome Powell cemented a shift in focus from inflation to employment last week when he said that the Federal Reserve does not seek a further cooling in the labor market. It was a welcome message for those concerned about an economic slowdown. But there are reasons to expect today’s sluggish hiring environment to persist at least into early next year, frustrating job seekers and policymakers alike.
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