The Big Picture
JANUARY 15, 2024
On Monday, I discussed reasons to be bullish or bearish in 2024. #2 in the bearish list is CRE/WFH : “The post-pandemic environment continues to be difficult for commercial office real estate. The banking sector has funded all of the construction and purchases over the past decade. Banks hold over $3 trillion in CRE; Unrealized losses on Treasuries and mortgages are about $684bn (Source: Torsten Slok, Apollo).
Abnormal Returns
JANUARY 15, 2024
Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. (kitces.com) Thomas Kopelman and Jacob Turner talk Roth IRA conversions with Steven Jarvis. (podcasts.apple.com) Hiring RIAs need to think more broadly when it comes to hiring. (riabiz.com) Why women are still struggling to make progress in the world of financial advice.
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Nerd's Eye View
JANUARY 15, 2024
For financial advisors, an ongoing client service model often means finding ways to keep clients engaged and progressing toward their goals outside of the 1 or 2 typical client review meetings each year. For clients, more frequent communication can be a source of behavioral coaching and helpful information that can better equip them to stay the course through rocky markets.
A Wealth of Common Sense
JANUARY 15, 2024
Today’s Talk Your Book is brought to you by Helios: See here to learn more about Helios’ AI developments and their new trading capabilities. On today’s show, we discuss: How 2023 went for financial advisors Struggles with being a diversified investor during concentrated performance periods The growth of advisor tech in 2024 Helios’ utilization of AI How difficult it is to explain quant models to.
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.
Wealth Management
JANUARY 15, 2024
These funds took in the most money over the past 12 months.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JANUARY 15, 2024
The $300 million multi-family office with an all-female staff joins Summit's equity partnership platform.
XY Planning Network
JANUARY 15, 2024
I cringe as I write the words “how to fly under the radar,” but unfortunately, we live in a world - and you work in an industry - that doesn’t always allow for smooth, transparent, and easy communication about exits and pivots. We know from experience that if you’re considering going out on your own in the financial services space, you may want to think twice before you start bragging about it at your office.
Wealth Management
JANUARY 15, 2024
Listen in as Ian Sexsmith, CFA, Portfolio Manager and Senior Research Analyst, Parnassus Investments, and David Armstrong, Director of Editorial Strategy & Operations, WealthManagement.com, discuss the untapped potential in mid cap tech stocks and the unique opportunities and risks they pose.
Calculated Risk
JANUARY 15, 2024
Altos reports that active single-family inventory was up 1.2% week-over-week. It is not unusually to get a small increase after the holidays (it happened in 4 of the last 10 years), however inventory will likely decrease a little seasonally until the Spring. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of January 12th, inventory was at 505 thousand (7-day average), compared to 499 thousand the prior week.
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.
Financial Symmetry
JANUARY 15, 2024
As part of our efforts to bring you actionable strategies to help you reach your ideal retirement, we’re tackling a complex question today. If you have rollover IRA accounts, and have wondered if you should roll these to your 401k, … Continued The post Should I Roll My IRA into My 401K to Do a Backdoor Roth? Ep #207 appeared first on Financial Symmetry, Inc.
Calculated Risk
JANUARY 15, 2024
Today, in the Calculated Risk Real Estate Newsletter: Update: The Housing Bubble and Mortgage Debt as a Percent of GDP A brief excerpt: A year ago, I wrote The Housing Bubble and Mortgage Debt as a Percent of GDP. Here is an update to a couple of graphs. The bottom line remains the same: There will not be cascading price declines in this cycle due to distressed sales.
Advisor Perspectives
JANUARY 15, 2024
As equity investors hunt for opportunities, why should they consider climate-focused investing?
Calculated Risk
JANUARY 15, 2024
Weekend: • Schedule for Week of January 14, 2024 Tuesday: • 8:30 AM ET, The New York Fed Empire State manufacturing survey for January. The consensus is for a reading of -7.1, up from -14.5. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 8 and DOW futures are down 57 (fair value). Oil prices were down over the last week with WTI futures at $72.48 per barrel and Brent at $78.15 per barrel.
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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.
Norman Marks
JANUARY 15, 2024
One way that practitioners can both add immense value and reduce the risk of ineffective governance processes is by helping the board (or governing body) perform a self-assessment.
International College of Financial Planning
JANUARY 15, 2024
In the constantly evolving world of finance, there’s an increasing requirement for financial advisors. With India becoming increasingly financially aware, its younger population is embracing the requirement of financial specialists to guide them towards achievement of financial independence. Henceforth, the need for financial advisors becomes even more evident.
Don Connelly & Associates
JANUARY 15, 2024
The stock market has taken investors on another wild rollercoaster in recent years. The market recovered from a bear market in 2022, and after a solid up year in 2023, there's bound to be another one at some point. Going into 2024, the market will keep investors guessing, which is why helping your client maintain a long-term perspective is essential.
Validea
JANUARY 15, 2024
In this episode, we walk through our experience of launching a small-cap value ETF in 2014, running it for 6 years and then shutting it down in 2020. We look at what we learned from the experience and what investors can learn about how ETFs work behind the scenes from our experience. Audio Platforms Watch on YouTube The post Lessons from Launching (and Shutting Down) a Small-Cap Value ETF appeared first on Validea's Guru Investor Blog.
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
Advisor Perspectives
JANUARY 15, 2024
In this video, Chuck Carnevale, co-founder of FAST Graphs, a.k.a. Mr. Valuation, shares his expertise on dealing with stock price collapses. He emphasizes the importance of focusing on fundamentals rather than solely relying on stock prices.
Advisor Perspectives
JANUARY 15, 2024
With the Federal Reserve poised to begin cutting interest rates this year, the dollar may drift generally downward. However, its performance against individual currencies may vary widely.
Advisor Perspectives
JANUARY 15, 2024
An initial lull ahead of a so-called “January Effect” is stifling the U.S. equities rally investors saw in 2023 and small caps haven’t been immune. Nonetheless, active strategies can help mute the short-term downside by adding flexibility when markets fluctuate.
Advisor Perspectives
JANUARY 15, 2024
Finally, the ETF industry can let out a sigh of relief and revel in the fact that spot bitcoin ETFs will be available to U.S. market participants.
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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.
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