Abnormal Returns
JANUARY 1, 2024
Podcasts Michael Kitces talks with Rob Nelson who is the CEO and Founder of NorthRock Partners about offering clients a wider set of services. (kitces.com) Thomas Kopelman on the power of backdoor Roth IRA conversions. (podcasts.apple.com) Advisers The RIA keeps taking market (and mind) share. (thinkadvisor.com) A review of the RIA world in 2023. (riabiz.com) Can a fiduciary adviser safely use AI-generated advice?
The Big Picture
JANUARY 1, 2024
Happy New Year! Kick it off right with our first day of the year reads: • Everything Wall Street Got Wrong in 2023 : Stocks were supposed to slump and bonds rally as the Fed drove the US into a recession. It didn’t play out as strategists expected. ( Bloomberg ) • Crypto Animal Spirits Are Back. What’s Ahead for 2024. Bitcoin backers are looking forward to an ETF and other catalysts that could lift prices in 2024. ( Barron’s ) see also Stocks Beat the Odds This Year.
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Nerd's Eye View
JANUARY 1, 2024
Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that held-away asset management platform Pontera has raised $60 million in venture capital funding as advisors increasingly seek to directly manage clients' 401(k) and other outside assets – althoug
Calculated Risk
JANUARY 1, 2024
Altos reports that active single-family inventory was down 2.9% week-over-week and finished 2023 up 4.4% year-over-year. Inventory will likely decrease seasonally until the Spring. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of December 29th, inventory was at 513 thousand (7-day average), compared to 529 thousand the prior week.
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.
Financial Symmetry
JANUARY 1, 2024
For 2024, there are several material contribution limit increases across retirement accounts. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase … Continued The post 2024 Contribution Limits appeared first on Financial Symmetry, Inc.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
JANUARY 1, 2024
Indian Stock Market Recap : Starting the Calendar Year 2023 (CY23) with a downtrend, the Indian stock markets later on experienced a significant rally with the Nifty 50 index delivering year-to-date returns of 19 percent and the Sensex delivering year-to-date returns of 18 percent. The markets witnessed the launch of more than 50 mainboard IPOs and some of the outperforming sectors include defense, realty, auto, PSEs, etc.
Advisor Perspectives
JANUARY 1, 2024
It's that time of year when we start thinking about the old and envisioning the new. This has always been a special season for me, perhaps because of my unusual quirk of really wanting to divine the nature of the future—not just an investment in economics but in general.
Trade Brains
JANUARY 1, 2024
Fundamental Analysis Of Gateway Distriparks : We used to send messages via telegrams and posts, but these days we order online and have things delivered to our homes or sent to others as couriers. The use of technology, rising population, and rising income standards are all responsible for this significant improvement. In this Fundamental Analysis Of Gateway Distriparks, one of the major players in the logistics space, we look at its business, financials & more.
Validea
JANUARY 1, 2024
2023 was a very interesting year in markets. The pessimism many investors had at the beginning of the year turned out to be unfounded as markets produced well above average returns. And the economy also remained more resilient than many thought, with inflation falling more than expectations throughout the year. Now that 2023 has come to a close, we wanted to take a look back and share the biggest lessons we learned from the year.
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.
Don Connelly & Associates
JANUARY 1, 2024
With the stock market setting its sights on new highs, is it time for advisors to have another serious conversation about risk? With all that is going on across the globe—war in Ukraine and the Middle East, persistent inflation, rising interest rates, a looming recession, and a divided government likely headed to another fiscal cliff—the stock market appears to be climbing a wall of worry.
Random Roger's Retirement Planning
JANUARY 1, 2024
Bloomberg had an unintentionally funny article that seemed to lament owning anything in 2023 other than an S&P 500 index fund. Normal 0 false false false EN-US X-NONE X-NONE The success of broad-market indexes masked a rough year for many varieties of tactical investments, particularly those premised on safety. Options-linked ETFs promising extra yield, which entered the year as trader darlings, racked up billions of dollars in inflows but delivered tepid results.
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