Abnormal Returns
MAY 27, 2024
Podcasts Josh Brown and Michael Batnick talk to the one and only Nick Murray. (downtownjoshbrown.com) Brendan Frazier talks about how to do better intro meetings. (wiredplanning.com) The biz CI Financial is giving its U.S. affiliate Corient some additional financial flexibility. (riabiz.com) Betterment continues to double down on the adviser channel.
Nerd's Eye View
MAY 27, 2024
The first few years of building an advisory firm from scratch are typically the most demanding for solo advisors since this often means putting oneself 'out there' as much as possible – working through lead generation services, trying to network with Centers Of Influence (COIs) and the community at large, and battling through all of the "no" s needed to get a "yes" (and therefore a client).
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Calculated Risk
MAY 27, 2024
Altos reports that active single-family inventory was up 2.9% week-over-week. Inventory is now up 20.3% from the February bottom, and at the highest level since August 2020. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of May 24th, inventory was at 595 thousand (7-day average), compared to 578 thousand the prior week.
A Wealth of Common Sense
MAY 27, 2024
Between all of the blogs, podcasts, YouTube shows and media appearances produced by our content team at Ritholtz Wealth Management, we get a lot of questions from our audience. So we set up an email exclusively for those questions. Sometimes, people reach out with specific questions about taxes, investing, saving, and all of the other finance-related questions they have about their money.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Calculated Risk
MAY 27, 2024
Weekend: • Schedule for Week of May 26, 2024 Tuesday: • At 9:00 AM ET, S&P/Case-Shiller House Price Index for March. The consensus is for the Case-Shiller National Index to increase 6.8% YoY, up from 6.4% YoY in February. • Also at 9:00 AM, FHFA House Price Index for March. This was originally a GSE only repeat sales, however there is also an expanded index. • At 10:00 AM, Dallas Fed Survey of Manufacturing Activity for May.
A Wealth of Common Sense
MAY 27, 2024
Today’s Talk Your Book is sponsored by Trinity Capital: On today’s show, we spoke with Kyle Brown, CEO, President, and CIO of Trinity Capital to discuss generating income with Trinity Capital. On today’s show, we discuss: Who Trinity Capital is Trinity Capitals investment-focus How distributions work for Trinity Capital investors The Venture Capital debt business Volatility of VC debt income Execution.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Truemind Capital
MAY 27, 2024
The last and the seventh phase of the election will be completed on 1st June. Exit polls will be announced on that day itself and election results will be declared on 4th June. There could be the following three broader outcomes on 4th June: Outcome #1 NDA forming the government with BJP winning the full majority on its own: This is the most probabilistic scenario as per the investment community which means that this scenario is already discounted in the stock prices.
Don Connelly & Associates
MAY 27, 2024
When mom and dad sit down with you for the first time, they want to get to know you. They want to do business with someone they like and trust and someone who is making the right suggestions. They don’t want to do business with the Mr. or Ms. Financial Advisor you. They want to do business with the real you. Watch this video episode or read the transcript below to learn what people want to know when making the decision to work with you or move on.
Investment Writing
MAY 27, 2024
Can you spot what’s wrong in the image below? Please post your answer as a comment. This mistake jumped out at me. Did it catch your eye quickly? I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for May 27: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
Zoe Financial
MAY 27, 2024
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 27, 2024 Watch Time: 1.5 minutes Welcome to this week’s Market Drama! Stock Market Updates: Dow Jones was down 2.3% for the week. S&P 500 was flat. 96% of companies have reported earnings, 78% have exceeded earning expectations, slightly above their long-term average of 77%.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
The Big Picture
MAY 27, 2024
It’s Memorial Day, and a time to honor the fallen.: • Memorial Day : Each year on the last Monday in May, the Defense Department joins the nation in honoring service members who lost their lives in defense of the nation, and mourns with their families. ( U.S. Dept of Defense ) • Eric Paliwoda was a big dude. Probably six-foot-six. Those big, meaty hands that would swallow your own in a tight handshake.
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