Abnormal Returns
NOVEMBER 6, 2024
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.
Nerd's Eye View
NOVEMBER 6, 2024
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.
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Abnormal Returns
NOVEMBER 6, 2024
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.
The Big Picture
NOVEMBER 6, 2024
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.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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.
Calculated Risk
NOVEMBER 6, 2024
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
NOVEMBER 6, 2024
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.
Wealth Management
NOVEMBER 6, 2024
The Wealthfront Risk Parity Fund will be liquidated and dissolved on or about January 3.
Advisor Perspectives
NOVEMBER 6, 2024
Humans are wired for "self-focus," but shifting to "other-focus" can help advisors build better relationships with clients.
Trade Brains
NOVEMBER 6, 2024
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
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
NOVEMBER 6, 2024
Tuesday, December 03, 2024 | 2:00 PM ET
Advisor Perspectives
NOVEMBER 6, 2024
Multiple jobholders account for 5.3% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.
Wealth Management
NOVEMBER 6, 2024
Tuesday, December 03, 2024 | 2:00 PM ET
Calculated Risk
NOVEMBER 6, 2024
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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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
NOVEMBER 6, 2024
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.
Advisor Perspectives
NOVEMBER 6, 2024
What does the ratio of unemployment claims tell us about where we are in the business cycle and recession risk?
Wealth Management
NOVEMBER 6, 2024
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.
Advisor Perspectives
NOVEMBER 6, 2024
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.
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
NOVEMBER 6, 2024
Will Warren Buffett's decision to leave his fortune to charity create harmony or discord among his children?
Advisor Perspectives
NOVEMBER 6, 2024
Tech adoption by advisors can improve client relationships, but they need to find the right tools.
Wealth Management
NOVEMBER 6, 2024
Are female clients the secret to growing your business? Find out.
Advisor Perspectives
NOVEMBER 6, 2024
Things are looking up for bonds - learn what makes them a great addition to your portfolio right now.
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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.
Wealth Management
NOVEMBER 6, 2024
A matter of critical importance to the merely well-to-do.
Midstream Marketing
NOVEMBER 6, 2024
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.
Wealth Management
NOVEMBER 6, 2024
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.
Trade Brains
NOVEMBER 6, 2024
One of the Blue chip stocks engaged in the production of zinc, lead, and silver has plunged by 7.63 percent after announcing the government of India proposed an offer for sale (OFS) of 10.56 crore equity shares, which is 2.5 percent stake of the company. Stock movement In Wednesday’s trading session, Hindustan Zinc Limited’s share plunged by 7.63 percent from the previous close of Rs. 559.45.
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!
Wealth Management
NOVEMBER 6, 2024
Will Warren Buffett's decision to leave his fortune to charity create harmony or discord among his children?
Calculated Risk
NOVEMBER 6, 2024
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.
Wealth Management
NOVEMBER 6, 2024
A matter of critical importance to the merely well-to-do.
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