The Big Picture

OCTOBER 24, 2024

What do the Great Depression, the Great Financial Crisis, the Stagflationary 1970s, and the upcoming 10-years have in common? If you are a strategist at Goldman Sachs , then a lot. At least if you do forecasts for market returns over the next decade (lol), you may see incredible similarities. ICYMI: David Kostin and his team of strategists see a 72% chance the S&P 500 underperforms Treasuries, and a 33% possibility equities return less than inflation.

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Distribution Economics Portfolio Economy 326

Abnormal Returns

OCTOBER 24, 2024

Markets Degeneracy has become a fixture of the current environment. (howardlindzon.com) The stock market's biggest winners started out as small caps. (freedomdaysolutions.com) Strategy How often do outlier 10-year forecasts turn out? (ritholtz.com) Why optimism makes sense over the long run. (awealthofcommonsense.com) Cash was never meant to be a long-term investment.

Investing 289

Investing Investments Startup Financial Advising 289

A Wealth of Common Sense

OCTOBER 24, 2024

We also answered questions about how to write engaging content, defining your audience when writing, how to balance stories vs. numbers in a presentation and more. Further Reading: 50 Ways the World is Getting Better 1The other choices were What I Learned Losing a Million Dollars and The Money Game. The post Am I a Permabull? appeared first on A Wealth of Common Sense.

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Numbers 145

Carson Wealth

OCTOBER 24, 2024

Retiring abroad can be a dream come true for many Americans, offering the opportunity to explore new cultures, enjoy different climates, and potentially stretch retirement savings. But moving to a new country involves significant financial planning. If you’re considering making the leap, there are key financial considerations you need to weigh before you make this major life change.

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Retirement Healthcare Taxes Medical 143

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.

Accounting

Wealth Management

OCTOBER 24, 2024

Does it matter for regulation and the wealth management industry who wins on Election Day?

Wealth Management 124

Wealth Management Management 124

Wealth Management

OCTOBER 24, 2024

Nitrogen executives showed off platform updates that detail equity exposure and use artificial intelligence to convert client statements into actionable portfolios.

Portfolio 118

Portfolio Clients 118

Calculated Risk

OCTOBER 24, 2024

Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Increase to 738,000 Annual Rate in September Brief excerpt: The Census Bureau reported New Home Sales in September were at a seasonally adjusted annual rate (SAAR) of 738 thousand. The previous three months were revised down. The next graph shows new home sales for 2023 and 2024 by month (Seasonally Adjusted Annual Rate).

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Sales 111

Wealth Management

OCTOBER 24, 2024

Brendan McCurdy, managing director of Ares’ financial advisor solutions team, discusses the trend of investing in sports franchises.

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Investing Investments Financial Advisor Management 117

Advisor Perspectives

OCTOBER 24, 2024

In the week ending October 19th, initial jobless claims were at a seasonally adjusted level of 227,000. This represents a decrease of 15,000 from the previous week's figure and is better than forecasts for 243,000.

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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.

Accounting

Wealth Management

OCTOBER 24, 2024

Artificial intelligence can help streamline routine tasks and free up time for more client-focused activities, enhancing efficiency without sacrificing quality.

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Clients 116

Advisor Perspectives

OCTOBER 24, 2024

Imagine if humanity decides it doesn’t have enough amusement parks. All the world’s nations announce they will be financing new ones across the planet. Bankers stand next to models of future parks and hand comically large loan checks to the developers. It’s not nearly enough to end the global amusement-park crisis, but they still win accolades and shareholder approval for doing their part.

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Banking 98

Wealth Management

OCTOBER 24, 2024

The deal expands Apollon's presence in Washington, D.C., while giving CIC a more attractive platform for potential recruits.

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Recruitment 116

Trade Brains

OCTOBER 24, 2024

The Nifty 50 has seen a significant drop over the past three weeks, falling from its peak of 26,277 to around 24,400. This decline has stirred concern among investors and analysts, leaving many to wonder what caused such a sharp fall. Several global and domestic factors have contributed to this downturn, including geopolitical tensions, regulatory changes, market valuations, and economic concerns.

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Valuation Economy Economics Investing 97

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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.

Accounting

Wealth Management

OCTOBER 24, 2024

The success of societies and businesses depends on people's behavior.

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Trade Brains

OCTOBER 24, 2024

One of the EMS stocks engaged in the manufacturing of consumer electronics, lighting, home appliances, closed-circuit television cameras (CCTVs), and mobile phones. The stock jumped at 6.21% in the opening bell of the Indian stock market after reporting a revenue rise of 133.33% YOY and a net profit rise of 264.40% YOY. Share Price Movement With a market capitalization of Rs. 81,779.57 crores, the shares of Dixon Technologies (India) Limited were opened at Rs. 15,999.95 per equity share, rising

Electronics 93

Electronics Manufacturing Investment Advisor Consulting 93

Wealth Management

OCTOBER 24, 2024

Petso Financial Consultants represents Modern Wealth's first office West of Kansas City, bringing the its total AUM to over $6 billion.

Financial Consultant 111

Financial Consultant Consulting 111

MainStreet Financial Planning

OCTOBER 24, 2024

In today’s world of rising healthcare costs, it’s essential to find smart financial tools that can help manage expenses while also supporting long-term goals. One powerful but often overlooked tool is the Health Savings Account (HSA). Whether you’re new to HSAs or looking to optimize your existing one, this guide will break down everything you need to know about these tax-advantaged accounts.

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Accounting Medical Healthcare Taxes 88

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

Numbers

Wealth Management

OCTOBER 24, 2024

Americana’s leadership and employees will still be significant owners after the deal, while CEO Jason Fertitta and the rest of the leadership team will continue to run the firm.

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Calculated Risk

OCTOBER 24, 2024

The DOL reported : In the week ending October 19, the advance figure for seasonally adjusted initial claims was 227,000 , a decrease of 15,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 241,000 to 242,000. The 4-week moving average was 238,500, an increase of 2,000 from the previous week's revised average.

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Wealth Management

OCTOBER 24, 2024

Evolution Managing Partner and coach Erin Rocchio shares strategies for advisors to break free of the "what if" inertia.

Financial Advisor 111

Financial Advisor Management 111

Advisor Perspectives

OCTOBER 24, 2024

Asset managers in Europe and the US have spent 2024 winding down hundreds of ESG funds, as the investment strategy continues to bump up against regulatory headwinds.

Assets 64

Assets Management Investing Investments 64

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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.

Planning

Wealth Management

OCTOBER 24, 2024

Dougherty, Tedesco & Associates joined Osaic via the firm’s acquisition of Lincoln Financial’s wealth business, which closed in May.

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Advisor Perspectives

OCTOBER 24, 2024

The start of a rate-cutting cycle has opened up new questions ― and possibilities ― for stock investors. Tony DeSpirito, Global CIO of BlackRock Fundamental Equities, outlines key areas to watch as the Fed takes action to “recalibrate” interest rates.

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Wealth Management

OCTOBER 24, 2024

Fort Worth, Texas-based Melinda Johnston represents the second $1 billion-plus advisor to leave the wirehouse for Raymond James this week.

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Calculated Risk

OCTOBER 24, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 10:00 AM ET, University of Michigan's Consumer sentiment index (Final for October). The consensus is for a reading of 69.0.

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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!

Management

Wealth Management

OCTOBER 24, 2024

Fort Worth, Texas-based Melinda Johnston represents the second $1 billion-plus advisor to leave the wirehouse for Raymond James this week.

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Calculated Risk

OCTOBER 24, 2024

What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For September, Realtor.com reported inventory was up 34.0% YoY, but still down 23.2% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 28.7% YoY.

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Numbers Sales Marketing Marketing 59

Wealth Management

OCTOBER 24, 2024

Explore new advance payout options available on SecurePay Protector benefit.

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Retirement 105