Abnormal Returns

APRIL 19, 2024

Markets TIPS are on sale. Time to buy. (morningstar.com) Two reasons why yields are higher this year. (carsongroup.com) The stock-bond correlation has flipped positive. (mrzepczynski.blogspot.com) Books Why you should read Rob Copeland's "The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend." (advisorperspectives.com) A review of "Enrich Your Future: The Keys to Successful Investing" by Larry Swedroe.

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Startup Financial Advising Media Economy 279

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting for the CFP exam this March, reflecting the value many financial advisors and consumers place on the brand, including the requirements to obtain i

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Financial Planner CFP Financial Advisor Retirement Planning 246

A Wealth of Common Sense

APRIL 19, 2024

How much money do you have to make to feel rich? It’s a subjective question. A lot depends on your lifestyle, where you live, how much you spend and save, your peer group, and your vulnerability to comparison. The comparison piece matters more than most are willing to admit. Wealth is relative. JP Morgan once said, “Comparison is the thief of joy.” It’s easy to say when you’re one of the weal.

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Carson Wealth

APRIL 19, 2024

Congratulations, recent college graduate! You’ve worked hard to earn your degree, and now you’re ready to embark on the next chapter of your life. This is an exciting time – one filled with lots of changes, like starting a new career and learning how to manage living on your own. As you transition into the “real” world, one of the most crucial skills you can develop is managing your finances effectively.

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Budgeting Retirement Strategic Planning Accounting 143

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.

Accounting

Wealth Management

APRIL 19, 2024

How to equip inheritors to handle a large influx of wealth.

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Wealth Management

APRIL 19, 2024

JPMorgan is losing two former First Republic teams totaling about $8.5 billion to Citizens and Merrill Lynch.

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Advisor Perspectives

APRIL 19, 2024

In March, nominal home values increased for an 12th straight months while "real" home values were unchanged. Last month's ZHVI came in at $354,179, up 0.44% from the previous month and up 4.09% from one year ago. However, after adjusting for inflation, the real figures are 0.00% month-over-month and -1.71% year-over-year.

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Wealth Management

APRIL 19, 2024

Caz Craffy faces 20 years in prison for using his position as an Army Financial Counselor to invest survivors’ benefits in firms where he worked, according to the DOJ.

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Investing Investments 111

Advisor Perspectives

APRIL 19, 2024

Existing home sales experienced their largest monthly decline in over a year in March. According to the data from the National Association of Realtors (NAR), existing home sales fell 4.3% from February to reach a seasonally adjusted annual rate of 4.19 million units. This figure came in lower than the expected 4.20 million. Existing home sales are down 3.7% compared to one year ago.

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Sales 108

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

APRIL 19, 2024

The SEC’s new quarterly reporting rules could make private funds far more accessible to retail investors. But they are quite a challenge to implement.

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Retail 111

Trade Brains

APRIL 19, 2024

Shooting Star Candlestick Pattern: Technical analysis is utilized by investors to estimate the movements of stock prices based on past trends. One of the most popular methods of analysis is the candlestick pattern, which examines the shape and color of individual candlesticks formed due to movement in price to identify past reactions and predict future movements in the stock price.

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Marketing Marketing Banking Investing 105

Wealth Management

APRIL 19, 2024

The latest risk alert from the SEC concerning the marketing rule is finding some firms are continuing to make "untrue" statements in ads.

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Marketing Marketing 111

Advisor Perspectives

APRIL 19, 2024

Manufacturing activity continued to decline in New York State, according to the Empire State Manufacturing April survey. The diffusion index for General Business Conditions fell to -14.3 from -20.9 in March. The latest reading was worse than the forecast of -5.2.

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Manufacturing 105

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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.

Accounting

Wealth Management

APRIL 19, 2024

Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.

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Retirement 110

Advisor Perspectives

APRIL 19, 2024

Month-over-month nominal retail sales in March were up 0.7% and up 4.02% year-over-year. However, after adjusting for inflation, real retail sales were up 0.3% MoM and up 0.52% year-over-year.

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Retail Sales 105

Wealth Management

APRIL 19, 2024

Deals are down 29% from a year ago, but the amount of assets transacted rose by nearly the same percentage.

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Assets 109

Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Many investors decide their investments based on themes which have already gained a lot of popularity. Here are some of the popular themes and the risks associated with them: Falling Interest Rates : There has been earnest demand by market participants to cut interest rates in the US and other developed economies on the back of falling inflation rates.

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Financial Market Asset Allocation Marketing Marketing 98

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

Sara Grillo

APRIL 19, 2024

One of the biggest fears that people have, when they are looking for a financial advisor, is this: “Is it truly impossible for an advisor to say wire themselves a few million dollars from a client’s account?” I’m going to answer that question in this blog about financial advisors stealing money and how to protect yourself. But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice.

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Financial Advisor Financial Advice Accounting Clients 97

Random Roger's Retirement Planning

APRIL 19, 2024

First a quick note on Israel's missile strike on Iran. The initial reaction of markets over night was a swift, but not huge, decline in futures. My thought process was "uh-oh" at first and then I thought, "ok how much work will this be?" The potential work would be to write up a quick "don't panic" note to email to clients. I pretty much had it half written in my head in about ten minutes because the message from any scare or actual decline is always the same.

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Portfolio Accounting Clients Marketing 93

Wealth Management

APRIL 19, 2024

Practitioners are well-aware that lifetime gifts are more tax-efficient than transfers at death. But during the past seven years there's been a possibility that the estate tax might be permanently repealed, so it's been out of vogue for practitioners to advise clients to make taxable gifts that exceed the lifetime gift exemption and require tax payments.

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Taxes Clients 81

Advisor Perspectives

APRIL 19, 2024

US markets are doing much better than markets everywhere else, but no one seems to know why. Yes, there are theories: Perhaps it’s the promise of AI, although it remains to be seen how AI will play out and who will profit.

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Marketing Marketing 75

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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.

Planning

The Irrelevant Investor

APRIL 19, 2024

Today’s Compound and Friends is brought to you by Public: See here for more information on Publics option-trading capabilities and option-rebates On today’s show, we discuss: What if Fed rate hikes are actually sparking US economic boom? 10 popular questions about monetary policy Mark Cuban’s tax tweet BoA’s Finance Chief: “We’re all struck by just the sheer amount of cash on the sideli.

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Taxes Economics Marketing Marketing 74

Alpha Architect

APRIL 19, 2024

New research reveals that the performance of the hedge fund industry has not been as bad as the results from studies that relied on hedge fund data providers. The Performance of the Hedge Fund Industry was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Calculated Risk

APRIL 19, 2024

From BofA: Since our update last week, 1Q GDP tracking is up two-tenths to 2.1% q/q saar. [Apr 19th estimate] emphasis added From Goldman: We left our Q1 GDP forecast unchanged at +3.1% (qoq ar) and our domestic final sales forecast also unchanged at +3.1% (qoq ar). [Apr 18th estimate] And from the Altanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2024 is 2.9 percent on April 16, up from 2.8 percent on April 15.

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Sales 64

Advisor Perspectives

APRIL 19, 2024

The Conference Board Leading Economic Index (LEI) decreased in March to its lowest level since May 2020. The index fell 0.3% from last month to 102.4. Overall, the LEI continues to signal a fragile outlook for the U.S. economy.

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Economy Economics 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

Sara Grillo

APRIL 19, 2024

Finding someone to take over your practice is a huge challenge across the entire industry. Don’t give up! This blog provides practical tips for financial advisor succession planning. It’s a huge problem From a subscriber : “I am in my mid 60s and have no immediate plans to retire. How do I best answer the question if prospects (or clients) ask about my plans to retire?

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Financial Advisor CFP Ethics Retirement 52

Advisor Perspectives

APRIL 19, 2024

FINRA has released new data for margin debt, now available through March. The latest debt level rose for a fifth straight month to $784.14 billion, its highest level since March 2022. Margin debt is up 5.5% month-over-month (MoM) and up 21.5% year-over-year (YoY). However, after adjusting for inflation, debt level is up 4.9% MoM and up 17.4% YoY.

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Discipline Funds

APRIL 19, 2024

Here are some things I think I am thinking about over the weekend: 1) WAR! The situation in the Middle East is getting more and more uncertain as Iran and Israel trade barbs. I guess that’s an evergreen statement for the Middle East, but this situation does have a different feel given the Ukraine war and the situation in Taiwan. I could easily see a scenario where things get worse in Iran/Israel and the US gets dragged into it all.

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Insurance Portfolio Economy Food 52