Nerd's Eye View

AUGUST 21, 2024

Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. The downside, however, is that irrevocable trusts are "irrevocable" and can't easily be undone; in moving assets to the trust, the original owner gives up their authority over the assets, with the trustee taking over the management and distribution o

Taxes 246

Taxes Wealth Advisor Estate Planning Assets 246

Abnormal Returns

AUGUST 21, 2024

Podcasts Barry Ritholtz talks with Daniel Crosby about why we humans are not built for investing. (ritholtz.com) Peter Lazaroff talks with Taylor Schulte about the myths surrounding dividend investing. (peterlazaroff.com) Scott Galloway talks with Ramit Sethi about the skill of spending money. (youtube.com) Carl Richards talks with author Greg McKeown about creating possibilities beyond money.

Estate Planning 163

Estate Planning Transportation Retirement Planning 163

The Big Picture

AUGUST 21, 2024

At The Money: At the Money: Learning Lifecycles of Companies. (August 21, 2024) The Magnificent Seven, the Nifty Fifty, FAANG: Each of these were popular groups of companies investors erroneously believed they could “Set & Forget,” put them away forever, and you’re set for life. But as history informs us, the list of once-great companies that dominated their eras and then declined is long.

Startup 162

Startup Valuation Management Numbers 162

A Wealth of Common Sense

AUGUST 21, 2024

Today’s Animal Spirits is brought to you by Eaton Vance: See here for more information on Eaton Vance’s suite of ETFs On today’s show, we discuss: Tropical Bros Animal Spirits collection Seinfeld: “Breaking up is like knocking over a Coke machine” Household Debt to Income The Dramatic Turnaround in Millennials’ Finances Florida hit by ‘worst real estate crisis in decades&#8217.

119

119

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

AUGUST 21, 2024

Academy Financial and PFG Advisors, which were with Lincoln's wealth business before Osaic acquired it, will merge under Academy’s brand.

116

116

Wealth Management

AUGUST 21, 2024

Taxpayer didn’t disclose the existence of foreign accounts to his advisor.

Accounting 115

Accounting 115

Advisor Perspectives

AUGUST 21, 2024

When feedback is done well, it can be the greatest gift you give to someone.

98

98

Wealth Management

AUGUST 21, 2024

An often-overlooked tactic in estate planning.

Assets 114

Assets Retirement Estate Planning Planning 114

Trade Brains

AUGUST 21, 2024

Three Stars South Candlestick Pattern: In the broad universe of stock market research, where each candle and chart tells a unique story, traders look for minute clues that point to probable swings in market sentiment. Among the numerous candlestick patterns, one stands out for indicating a bearish reversal: the Three Stars South candlestick pattern.

Risk Management 98

Risk Management Marketing Marketing Management 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

AUGUST 21, 2024

Open, honest and candid discussion about a lawsuit against BofA, Capitalize's Series B funding, Cetera's 401(k) participant programming, Fidelity's annual plan sponsor survey and more.

Planning 111

Planning 111

Clever Girl Finance

AUGUST 21, 2024

Setting a budget might sound about as fun as doing your taxes, but trust me, it doesn’t have to be a drag! Think of it as planning your future, making sure you have enough for those big dreams, and yes, even being able to order your favorite dinner in on Friday night. Whether you’re just starting out or need a little refresher, let’s break down the key factors you should consider when setting a budget!

Budgeting 80

Budgeting Planning Retirement Transportation 80

Wealth Management

AUGUST 21, 2024

Advisors need to make sure such changes don’t significantly alter their investment’s risk/reward profile.

111

111

Validea

AUGUST 21, 2024

Dividend Aristocrats are a select group of S&P 500 companies that have increased their dividend payouts for at least 25 consecutive years. This exclusive club represents some of the most financially stable and well-managed corporations in the United States. As of 2024, there are 67 companies that have earned this prestigious title. Why Dividend Aristocrats Matter to Investors Dividend Aristocrats are significant for several reasons: Consistent Income: These companies provide a reliable strea

Valuation 64

Valuation Management Sales Investing 64

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

AUGUST 21, 2024

Andy Watts will take over Mackay’s duties as tax channel leader, overseeing more than 4,000 advisors within Avantax and Cetera Financial Specialists.

Taxes 110

Taxes 110

Aleph

AUGUST 21, 2024

Picture Credit: sevoo || I’m not dead yet… In my view, these were my best posts written between August 2017 and January 2018: The Crisis at the Tipping Point A reprise of what some people knew in advance of the Great Financial Crisis. Includes a link to what I wrote 10 years earlier , where I got a lot right, and a lot wrong. Where Money Goes to Die Wrong at least in the medium-run: Bitcoin.

Commission 59

Commission Investing Investments Marketing 59

Wealth Management

AUGUST 21, 2024

No penalties or additional tax imposed.

Taxes 109

Taxes 109

Advisor Perspectives

AUGUST 21, 2024

Having the best referral in the world doesn’t convert a prospect. It’s your website that seals the deal, not only for referrals but for organic prospects as well.

59

59

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

AUGUST 21, 2024

The judge said the FTC lacked the authority to enact the ban, which she said was “unreasonably overbroad without a reasonable explanation.

102

102

Steve Sanduski

AUGUST 21, 2024

Guests: Susie Cranston , President and Chief Operating Officer of Cresset , a family office RIA firm with more than $50 billion in assets under management. Susie oversees Cresset’s Wealth Advisors, Client Service, Operations and Compliance. In a Nutshell: In Life-Centered Planning , advisors encourage their clients to think about what their money is for.

Clients 59

Clients Banking Accounting Professional Services 59

Advisor Perspectives

AUGUST 21, 2024

A wide variety of asset managers need to look at investing in private markets if they want to avoid wipe-out, while revamping their entire strategies to ride the wave, according to Bain & Co.

Assets 59

Assets Management Investing Investments 59

Indigo Marketing Agency

AUGUST 21, 2024

5 Steps to an Effective Lead Magnet for Financial Advisors As a financial advisor, you already know that one of your key goals is to attract and retain clients. The question is HOW? One highly effective tool that can help you rake in more A+ clients is a lead magnet. A lead magnet is a valuable piece of content or resource offered to potential clients in exchange for their contact information.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Budgeting 52

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

Clever Girl Finance

AUGUST 21, 2024

Automating your finances is like setting your financial life on cruise control. It’s a simple, effective way to ensure you stick to your budget and meet your financial goals without the stress of constant monitoring. Whether you’ve been notorious for paying bills late or just want to streamline your savings strategy, automating your finances can be a game-changer.

Budgeting 52

Budgeting Accounting Banking Retirement 52

NAIFA Advisor Today

AUGUST 21, 2024

In a recent episode of the BetterWealth podcast , I had the opportunity to discuss the critical role NAIFA plays in the financial services industry, particularly in today’s politically charged environment. I highlighted how the upcoming elections could significantly impact the federal tax code, with key provisions related to life insurance and annuities set to expire in 2025 if no action is taken.

Financial Services 52

Financial Services Insurance Taxes Clients 52

Advisor Perspectives

AUGUST 21, 2024

Economic indicators provide insight into the overall health and performance of an economy. They are essential tools for policymakers, advisors, investors, and businesses because they allow them to make informed decisions regarding business strategies and financial markets. In the week ending on August 15th, the SPDR S&P 500 ETF Trust (SPY) rose 0.14% while the Invesco S&P 500® Equal Weight ETF (RSP) was up 2.45%.

Economics 52

Economics Economy Financial Market Marketing 52

Validea

AUGUST 21, 2024

Small-cap stocks have struggled relative to their large-cap counterparts for a long time now. But their fundamentals haven’t lagged their large counterparts in the way their price has. This has made finding fundamentally sound stocks trading at reasonable valuations much easier in the small-cap space than in the S&P 500. Validea’s guru system uses 22 quantitative strategies based on historically successful investors like Warren Buffett and Peter Lynch and academic research to unc

Valuation 52

Valuation 52

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

Advisor Perspectives

AUGUST 21, 2024

FINRA has released new data for margin debt, now available through July. The latest debt level is at $810.84 billion, its highest level since February 2022. Margin debt is up 0.2% month-over-month (MoM) and up 14.2% year-over-year (YoY). However, after adjusting for inflation, debt level is up 0.1% MoM and 11.0% YoY.

52

52

Norman Marks

AUGUST 21, 2024

Before I start, if you haven’t already done so, please answer a two-question poll on how your internal audit budget is built.

Budgeting 45

Budgeting Planning Management Government 45

Advisor Perspectives

AUGUST 21, 2024

Bitcoin's price inched down to $59,000 this past week. BTC is currently up ~34% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 8/20/24.

Marketing 52

Marketing Marketing 52