Nerd's Eye View

NOVEMBER 29, 2023

The traditional way that most financial planning has been offered was for an advisor to create "The Plan": a comprehensive document outlining a client's financial strategy that was delivered either on a one-time basis or updated annually. However, as the industry has shifted towards an ongoing relationship model, advisors have felt compelled to demonstrate consistent value to their clients throughout the year.

Planning 237

Planning Financial Planning Clients Communication 237

Abnormal Returns

NOVEMBER 29, 2023

Podcasts Christine Benz and Jeff Ptak talk with Tiffany Aliche, author of the new book "Made Whole: The Practical Guide to Reaching Your Financial Goals." (morningstar.com) Christine Benz and Jeff Ptak talk with Mike Moran, managing director and pension strategist for Goldman Sachs ($GS) about the state of retirement preparedness. (morningstar.com) Same As Ever Lessons learned from Morgan Housel's new book "Same As Ever: Timeless Lesson on Wealth, Greed and Happiness.

Retirement 276

Retirement Retirement Planning Budgeting Portfolio 276

Carson Wealth

NOVEMBER 29, 2023

By Matt Lewis, CLTC ® , Vice President, Insurance In today’s world it’s fair to say that most reasonable people believe they are going to live a long life. And when you live a long life, it’s also fair to say that sooner or later, we’re going to need some form of care. Seven out of 10 people will eventually require long-term care in their lifetime. 1 How expensive that care is depends on where you live.

Planning 143

Planning Insurance Assets Financial Advisor 143

Abnormal Returns

NOVEMBER 29, 2023

Strategy It can take awhile for investors to come around to a bull market. (ritholtz.com) It's hard to be a pessimistic long-term investor. (blog.validea.com) Rates Positive real interest rates give bond investors a cushion. (alphaarchitect.com) Is the top finally in for mortgate rates? (mortgagenewsdaily.com) Crypto Does Binance really have a second life, post-indictment?

Financial Advising 276

Financial Advising Media Economy Banking 276

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

Calculated Risk

NOVEMBER 29, 2023

From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey — Mortgage applications increased 0.3 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending November 24, 2023. This week’s results include an adjustment for the observance of the Thanksgiving holiday.

Marketing 117

Marketing Marketing 117

Calculated Risk

NOVEMBER 29, 2023

Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie Serious Delinquencies in October: Single Family Declined, Multi-Family Increased Brief excerpt: Single-family serious delinquencies continued to decline in October, however, multi-family serious delinquencies increased. Freddie Mac reports that multi-family delinquencies increased to 0.26% in October, up from 0.15% in October 2022.

Marketing 115

Marketing Marketing 115

Wealth Management

NOVEMBER 29, 2023

In a session that lasted more than two hours, the justices suggested that people accused of fraud by the SEC have a constitutional right to go before a federal court jury, at least when the commission is seeking civil penalties.

Commission 114

Commission 114

Steve Feinberg

NOVEMBER 29, 2023

At Appletree Business Services, everything we do is for our clients—from bookkeeping to payroll and more. And while hearing their feedback is more than enough for us, it’s always nice when our services are recognized by the wider industry. That’s why we’re proud to announce that Appletree is the recipient of the Clutch Global and Clutch Champion awards for 2023 in recognition of our commitment to excellence in the small business accounting services field.

B2B 98

B2B Ethics Clients Accounting 98

Advisor Perspectives

NOVEMBER 29, 2023

Ever since Alan Turing’s “imitation game,” we’ve been acutely aware of the importance of measuring the capabilities of computers against our own miraculous brains.

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98

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

NOVEMBER 29, 2023

Ryan Parker, CEO of EP Wealth, sheds light on the firm’s intentional M&A strategy and what it means for the company’s development.

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120

A Wealth of Common Sense

NOVEMBER 29, 2023

Today’s Animal Spirits is brought to you by the Victory Shares Free Cash Flow ETF: See here for more information on getting exposure to high-quality companies with trailing and expected free cash flow Register here for Episode 2 of The Smoke Show, on November 29th at 2PM Eastern On today’s show, we discuss: A default cycle has started, but credit spreads remain tight Billions wiped out as stock-safety tra.

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84

Wealth Management

NOVEMBER 29, 2023

Fractionalized investments and distributed ledger technology will take the friction, and embedded costs, out of investing, Tokenbridge's founders say.

Investing 110

Investing Investments Distribution 110

Advisor Perspectives

NOVEMBER 29, 2023

Content creation is a lot like building furniture; you need a plan and the right components.

Planning 115

Planning 115

Advertisement

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

NOVEMBER 29, 2023

Iconic investor Charlie Munger left a lengthy record of the keys to his success, delivered with his trademark bluntness and humor.

Investing 118

Investing Investments 118

Calculated Risk

NOVEMBER 29, 2023

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 an increase to 218 thousand from 209 thousand last week. • Also at 8:30 AM, Personal Income and Outlays, October 2023. The consensus is for a 0.2% increase in personal income, and for a 0.2% increase in personal spending.

Sales 70

Sales Management 70

Wealth Management

NOVEMBER 29, 2023

They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes.

Taxes 118

Taxes Accounting Numbers 118

Advisor Perspectives

NOVEMBER 29, 2023

Real gross domestic product increased at an annual rate of 5.2% in Q3 2023, according to the second estimate. The latest estimate is higher than the forecasted 4.9% growth and is more than double the pace of the Q2 2023 GDP final estimate of 2.1%.

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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

NOVEMBER 29, 2023

While clients and funding remain under wraps, Tokenbridge has plans to tokenize and revitalize the investment industry.

Distribution 115

Distribution Startup Clients Planning 115

Calculated Risk

NOVEMBER 29, 2023

Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Atlanta based on information collected on or before November 17, 2023." On balance, economic activity slowed since the previous report , with four Districts reporting modest growth, two indicating conditions were flat to slightly down, and six noting slight declines in activity.

Economics 67

Economics Transportation Manufacturing Sales 67

Wealth Management

NOVEMBER 29, 2023

Fractionalized investments and distributed ledger technology will take the friction, and embedded costs, out of investing, Tokenbridge's founders say.

Investing 103

Investing Investments Distribution 103

Calculated Risk

NOVEMBER 29, 2023

Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in September A brief excerpt: NOTE: Starting next month, I’ll add some comparisons to 2019 data (pre-pandemic)! Each month I track closed sales, new listings and active inventory in a sample of local markets around the country (over 40 local housing markets) in the US to get an early sense of changes in the housing market.

Marketing 67

Marketing Marketing Sales 67

Advertisement

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

NOVEMBER 29, 2023

Open, honest and candid discussion about fund lawsuits, DC plan trends, 403(b) use of PEPs.

Planning 115

Planning 115

Calculated Risk

NOVEMBER 29, 2023

From the BEA: Gross Domestic Product (Second Estimate) Corporate Profits (Preliminary Estimate) Third Quarter 2023 Real gross domestic product (GDP) increased at an annual rate of 5.2 percent in the third quarter of 2023 , according to the "second" estimate released by the Bureau of Economic Analysis. In the second quarter, real GDP increased 2.1 percent.

Government 67

Government Economics Investing Investments 67

Wealth Management

NOVEMBER 29, 2023

Federal court finds foreign tax credit can offset net investment income tax.

Taxes 119

Taxes Investing Investments 119

Advisor Perspectives

NOVEMBER 29, 2023

Bitcoin's price hovered about $37,000 this past week as the digital currency closed each day of the past week between $37,000 and $38,000. BTC is now up ~126% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 11/28.

Marketing 64

Marketing Marketing 64

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

NOVEMBER 29, 2023

Draft estate planning documents with flexibility to account for a future diagnosis.

Estate Planning 115

Estate Planning Accounting Planning 115

Validea

NOVEMBER 29, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Optimism is defined as the “hopefulness and confidence about the future or the successful outcome of something.” Pessimism is defined as “a tendency to see the worst aspect of things or believe that the worst will happen; a lack of hope or confidence in the future.” I think for most investors their degree of optimism and pessimism l ikely fluctuates with the performance of their investments and the overall market.

Investing 64

Investing Investments Risk Tolerance Financial Advisor 64

Wealth Management

NOVEMBER 29, 2023

Money is personal. Wealth management should be as well.

Wealth Advisor 119

Wealth Advisor Wealth Management Management 119