Abnormal Returns

DECEMBER 25, 2023

Podcasts Michael Kitces talks with Ted Jenkin who is the consultant of JTPD Partners, a firm that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. (kitces.com) Broc Buckles and Peter Ciravolo talk with Peter Lazaroff, CIO of Plancorp, about his career path. (open.spotify.com) Ben Johnson and Julie Willoughby talk with Nicole Hunter and Ugo Egbunike about the day-to-day operations of the ETF business.

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Financial Advising Startup Financial Advice Commission 287

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more. And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

Financial Advisor 234

Financial Advisor Financial Planner Insurance Clients 234

A Wealth of Common Sense

DECEMBER 25, 2023

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US. On today’s show, we discuss: Why international markets have not kept pace with the US Reasons for a valuation difference between the US and the rest of the world How the Dollar affects international investing Analyzi.

Investing 95

Investing Investments Portfolio Management Valuation 95

Calculated Risk

DECEMBER 25, 2023

Weekend: • Ten Economic Questions for 2024 • Schedule for Week of December 24, 2023 Tuesday: • At 8:30 AM ET, Chicago Fed National Activity Index for November. This is a composite index of other data. • At 9:00 AM, FHFA House Price Index for October. This was originally a GSE only repeat sales, however there is also an expanded index. • Also at 9:00 AM, S&P/Case-Shiller House Price Index for October.

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Manufacturing Economics Sales Marketing 70

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.

Accounting

Trade Brains

DECEMBER 25, 2023

Fundamental Analysis of TD Power Systems : Electricity is a necessity for every country. India is one of the world’s largest emerging economies, owing to factors such as rising consumption, the adoption of new technologies into numerous enterprises, and an increase in income and population. Electricity is the primary benefactor of these variables, as demand for energy and its cost rise.

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Planning Manufacturing Engineering Government 64

Don Connelly & Associates

DECEMBER 25, 2023

The stock market is not static. It’s always in transition, more often than not triggered by economic uncertainty. Listen to this 1-minute audio or read the transcript below to hear an idea about calming clients’ fears and refocusing them during times of uncertainty. The post When Markets Are in Transition appeared first on Don Connelly & Associates.

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Marketing Marketing Economics Clients 52

Investment Writing

DECEMBER 25, 2023

Can you spot what’s wrong in the image below? Please post your answer as a comment. Hint: Automated spell checking should have identified the big mistake that caught my eye. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for December 25: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.

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Investing Investments 52

Financial Symmetry

DECEMBER 25, 2023

As financial professionals, we listen to great investors like Charlie Munger. One of his most famous nuggets was “Don’t interrupt compounding.” Another of his recommendations is to always keep reading and always keep learning. As we continually help people reach … Continued The post 15 Fun Financial Facts, Ep #206 appeared first on Financial Symmetry, Inc.

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Calculated Risk

DECEMBER 25, 2023

Happy Holidays and Merry Christmas to All! Whose woods these are I think I know. His house is in the village though; He will not see me stopping here To watch his woods fill up with snow. My little horse must think it queer To stop without a farmhouse near Between the woods and frozen lake The darkest evening of the year. He gives his harness bells a shake To ask if there is some mistake.

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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