Wed.Nov 06, 2024

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Wednesday links: little acts of humanity

Abnormal Returns

Prediction markets Prediction markets got things right this go round. (coindesk.com) When election prediction markets pay out. (axios.com) One thing prediction markets got wrong. (axios.com) Finance Now is a good time to be selling a private credit manager. (ft.com) More ETFs, means a need for more tickers. It's getting cutthroat out there. (finance.yahoo.com) Apple Apple ($AAPL) is investing in Globalstar to support satellite capabilities.

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ATM: What Never Changes with Money

The Big Picture

 ATM: Title At the Money: What Never Changes with Money (November 6, 2024) As much as our era seems to be unprecedented, Human nature is same as it ever was. Our behavior around risk and reward has been very consistent over the millennia. Full transcript coming soon. ~~~ About this week’s guest: Morgan Housel is a partner at the Collaborative Fund and author of “ The Psychology of Money: Timeless lessons on wealth, greed, and happiness.

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Personal finance links: a worthy goal

Abnormal Returns

Podcasts Christine Benz and Amy Arnott talk the state of retirement with Anne Tergensen of the WSJ. (morningstar.com) Barry Ritholtz talks shareholder yield with Meb Faber of Cambria Investments. (ritholtz.com) Carl Richards talks avoiding burnout with Jonny Miller. (podcasts.apple.com) Taxes A year-end tax planning checklist. (kindnessfp.com) How to think about taxes in early retirement.

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Values, Purpose, Action: A 3-Part Approach To Establish A “Statement Of Financial Purpose” And Unlock Deeper, More Meaningful Planning Conversations With Clients

Nerd's Eye View

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. Today, the industry has evolved further, with a growing emphasis on aligning financial decisions with clients' personal priorities and life goals.

Clients 130
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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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MBA: Mortgage Applications Decreased in Weekly Survey

Calculated Risk

From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 10.8 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending November 1, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 10.8 percent on a seasonally adjusted basis from one week earlier.

Marketing 111

More Trending

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Unlocking the Power of Complex Assets and Legacy Gifts in Philanthropy

Wealth Management

As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.

Assets 105
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How to invest in real estate with only 500 rupees?

Trade Brains

The Indian real estate market, traditionally requiring substantial investments, is evolving with the rise of Real Estate Investment Trusts (REITs). Now even small investors can participate in property investments with minimal capital. What are REITs? Real Estate Investment Trusts (REITs) have revolutionised property investment in India. These companies manage profitable real estate portfolios across various sectors.

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Unlocking the Power of Complex Assets and Legacy Gifts in Philanthropy

Wealth Management

As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.

Assets 100
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Solar Stock in focus after company announces 1:10 Stock split

Trade Brains

One of the small-cap Solar stocks has surged up to 139%, further company has announced stock split. This solar energy powerhouse recently announced a significant 1:10 stock split. Additionally, the company’s shares reached Rs. 4,250, reflecting growing investor confidence in its sustainable energy initiatives. Share Price Movement The share price of Insolation Energy Limited has been performing remarkably well, up 139.73 percent over the last 6 months and 34.92 percent in a single month.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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Uptick Partners Launches Guarantee Program for Partner Firms

Wealth Management

Uptick’s founders are so confident in their non-protocol transition process that they will forgo their profit margin until an advisor gets back to 100% revenue.

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Stocks that are currently trading in the oversold zone with RSI less than 30

Trade Brains

The Nifty 50 index has experienced a significant correction, falling from a high of 26,277 to a low of 24,400, representing a decline of approximately 7.14%. This sharp pullback has led to broader market volatility, but it has also created opportunities for investors. Many fundamentally strong Nifty 50 stocks are now trading at attractive valuations, For long-term investors, this dip could provide a chance to accumulate quality stocks at lower prices, particularly those with strong financials, s

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Warren Buffett’s Charitable Trust Requires His Kids’ Unanimous Consent

Wealth Management

Will Warren Buffett's decision to leave his fortune to charity create harmony or discord among his children?

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Why It’s Difficult to Focus on Others

Advisor Perspectives

Humans are wired for "self-focus," but shifting to "other-focus" can help advisors build better relationships with clients.

Clients 114
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Back to Basics with Reconciliations

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.

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Thursday: FOMC Statement, Unemployment Claims

Calculated Risk

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 230 thousand initial claims, up from 227 thousand last week. • At 2:00 PM, FOMC Meeting Announcement. The Fed is expected to cut rates 25bp at this meeting. • At 2:30 PM, Fed Chair Jerome Powell holds a press briefing following the FOMC announcement.

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Steps Advisors Can Take Before Tax laws Change

Wealth Management

Brian C. Smith, executive director with Eaton Vance, discusses tax law changes in 2026 and emphasizes the importance of proactive tax planning for investors.

Taxes 92
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The ‘Happiness Plateau’ Doesn’t Exist

Advisor Perspectives

The idea that money can’t buy you happiness is one of the world’s most persistent tropes. King Midas is granted his wish that everything he touches will turn to gold only to starve to death.

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Wealthfront Shutters Fund That Brought Dalio Playbook to Masses

Wealth Management

The Wealthfront Risk Parity Fund will be liquidated and dissolved on or about January 3.

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Pricing for Profit: How to Set, Negotiate, and Succeed

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

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Asking Rents Mostly Unchanged Year-over-year

Calculated Risk

Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Another monthly update on rents. Tracking rents is important for understanding the dynamics of the housing market. Slower household formation and increased supply (more multi-family completions) has kept asking rents under pressure. Welcome to the November 2024 Apartment List National Rent Report.

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Potential Benefits of Tax-Loss Harvesting and Direct Indexing

Wealth Management

Brian C. Smith, executive director with Eaton Vance, explains the benefits of tax loss harvesting through direct indexing.

Taxes 96
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Unemployment Claims as a Recession Indicator: October 2024

Advisor Perspectives

What does the ratio of unemployment claims tell us about where we are in the business cycle and recession risk?

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Warren Buffett’s Charitable Trust Requires His Kids’ Unanimous Consent

Wealth Management

Will Warren Buffett's decision to leave his fortune to charity create harmony or discord among his children?

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Confronting the Change Challenge

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.

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Animal Spirits: A Once in a Lifetime Investment Opportunity

A Wealth of Common Sense

Today’s Animal Spirits is brought to you by YCharts and CME Group: See here for 20% off your initial YCharts professional subscription See here for more information on adding futures to your portfolio with CME Group See here for info on Animal Spirits live with F/m Investments in Chicago! Listen here: On today’s show, we discuss: Berkshire Hathaway’s cash fortress tops $300 billion as Buffett sells.

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Warren Buffett’s Charitable Trust Requires His Kids’ Unanimous Consent

Wealth Management

Will Warren Buffett's decision to leave his fortune to charity create harmony or discord among his children?

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Enhance Your Reach: Content Marketing for Financial Advisors

Midstream Marketing

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively.

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Wealthfront Shutters Fund That Brought Dalio Playbook to Masses

Wealth Management

The Wealthfront Risk Parity Fund will be liquidated and dissolved on or about January 3.

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How to Navigate Revenue and Expense Management: Competitive Insights for Financial Success

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!

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In the Strictest of Confidence: How to Safeguard a Prospective Move

Diamond Consultants

Co-authored by Joshua Tomolak It’s difficult not to share important and exciting information—but news of your move leaking prematurely can turn manageable challenges into catastrophes. There’s a saying that can’t ring truer: Word travels fast. Whether or not you are actively thinking of making a move, advisors must remain vigilant in protecting their confidentiality around any due diligence they perform.

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Strategies to Help Accelerate Business

Wealth Management

Are female clients the secret to growing your business? Find out.

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Empowering Change: The Role of Social Bonds in Promoting Gender Equality

Advisor Perspectives

Franklin Templeton Fixed Income believes investing in companies promoting gender equality and diversity can lead to inclusivity and strong financial returns. Despite the persistent gender gap, there's an increase in women in leadership roles, positively impacting financial performance, corporate governance and crisis resilience.