Abnormal Returns
AUGUST 8, 2024
Books A Q&A with Dr. Theodore H. Schwartz, author of "Gray Matters: A Biography of Brain Surgery." (npr.org) A review of "The Anxious Generation: How the Great Rewiring of Childhood Is Causing an Epidemic of Mental Illness" by Jonathan Haidt. (econlib.org) Oil ExxonMobil's ($XOM) big Guyana oil discovery almost wasn't. (bloomberg.com) Jonathan Blake, "Before LA became Tinseltown, it was an oil town.
A Wealth of Common Sense
AUGUST 8, 2024
Mr. Roth IRA himself, Bill Sweet, joined me again to discuss questions about credit unions vs. banks, how the wash sale rule works, student loan forgiveness vs. tax filing status, tax implications from the sale of a rental property and index funds vs. financial advisors. Further Reading: The Siren Song of Market Timing 1I’m using 10 year Treasuries as my bond proxy here.
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Abnormal Returns
AUGUST 8, 2024
Fund management Just because it's a 'stock pickers market' doesn't mean managers actually outperform. (morningstar.com) Covered-call ETFs won't save you from a sharp market downturn. (ft.com) Berkshire Hathaway Why See's Candy has been such a big winner for Berkshire Hathaway ($BRK.A). (morningstar.com) Why has Berkshire Hathaway ($BRK.A) built such a big cash pile?
Calculated Risk
AUGUST 8, 2024
From Dodge Data Analytics: Dodge Momentum Index Expands Another 8% in July The Dodge Momentum Index (DMI), issued by Dodge Construction Network, increased 7.9% in July to 216.3 (2000=100) from the revised June reading of 200.5. Over the month, commercial planning increased 6.8% and institutional planning expanded 11.1%. “While data centers have had an outsized influence on nonresidential planning activity in recent months, more momentum is building across many other major sectors and diversifyin
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.
Nerd's Eye View
AUGUST 8, 2024
Over the past few decades, financial advisors have explored new ways to structure, build, and grow successful businesses alongside a growing acceptance that "successful business" can be defined in many different ways. Nevertheless, while firm owners have a variety of options available for structuring and building their businesses, the reality is that they can only prioritize a limited number of goals at one time, which then begs the question – how can firm owners navigate the options of wo
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Dear Mr. Market
AUGUST 8, 2024
Dear Mr. Market: Ah, Mr. Market , you’ve never been one for subtlety, have you? We’ve all grown accustomed to your erratic behavior, but these past few weeks, you’ve outdone yourself. The dizzying heights we’ve climbed recently have turned into a sharp, gut-wrenching descent. It’s like we were steadily walking up the stairs, only to realize we were stepping into an elevator shaft, and now gravity is having its way with us.
Wealth Management
AUGUST 8, 2024
New GenAI-driven technologies can help wealth management firms enhance their customer understanding, streamline operations and deliver more personalized and effective services.
Advisor Perspectives
AUGUST 8, 2024
Let's take a close look at July's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.8% of total employed workers are full-time (35+ hours) and 17.
Wealth Management
AUGUST 8, 2024
F2 Strategy's Doug Fritz gives his take on the most important wealth management tech news, including Envestnet, Orion and cash sweeps.
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.
Calculated Risk
AUGUST 8, 2024
The DOL reported : In the week ending August 3, the advance figure for seasonally adjusted initial claims was 233,000 , a decrease of 17,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 249,000 to 250,000. The 4-week moving average was 240,750, an increase of 2,500 from the previous week's revised average.
Wealth Management
AUGUST 8, 2024
Louis and Jason Diamond share a “state of the recruiting industry” report for the first half of 2024, with perspectives on what to expect for the rest of the year.
Advisor Perspectives
AUGUST 8, 2024
Multiple jobholders account for 5.2% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.
Wealth Management
AUGUST 8, 2024
Jen Roche, who was instrumental in steering Osaic's rebrand, will join LPL Financial's communications and public relations department.
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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.
Calculated Risk
AUGUST 8, 2024
Today, in the Calculated Risk Real Estate Newsletter: Atlanta Fed: Home Ownership Affordability Monitor A brief excerpt: Here is another measure of affordability that readers might find useful from the Atlanta Fed: Home Ownership Affordability Monitor Here is a graph of affordability (higher is more affordable), and of the year-over-year change in affordability through May 2024.
Wealth Management
AUGUST 8, 2024
MDL Wealth represents the eighth team to join Journey since its inception, and establishes its presence in the Tampa area.
Calculated Risk
AUGUST 8, 2024
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For June, Realtor.com reported inventory was up 36.6% YoY, but still down 30.6% compared to April 2017 to 2019 levels. Now - on a weekly basis - inventory is up 35.9% YoY. Realtor.com has monthly and weekly data on the existing home market.
Wealth Management
AUGUST 8, 2024
The power of estate planning, GRATs and technology during times of high volatility in the stock market.
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
Advisor Perspectives
AUGUST 8, 2024
In the week ending August 3rd, initial jobless claims were at a seasonally adjusted level of 233,000. This represents a decrease of 17,000 from the previous week's figure and is lower than the forecast of 241,000 jobless claims.
Wealth Management
AUGUST 8, 2024
Many factors – professional and interpersonal – influence whether or not you are better served exploring together or alone.
Validea
AUGUST 8, 2024
With all the volatility in the market recently, it can be easy to lose touch with fundamentals. So we thought it would be a good time to take a look at the most widely followed stocks in the market and how they stack up fundamentally. Validea’s guru models quantitatively apply the criteria of some of history’s best investors, including Warren Buffett, Peter Lynch, Ben Graham and Martin Zweig.
Wealth Management
AUGUST 8, 2024
Don Bennyhoff, who was at Vanguard for nearly 23 years, hopes to differentiate his new firm by helping RIAs demonstrate their value beyond investment management.
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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.
Validea
AUGUST 8, 2024
Benjamin Graham, often referred to as the “Father of Value Investing,” was an influential economist, professor, and investor who laid the groundwork for modern value investing. Born in 1894, Graham developed his investment philosophy during the tumultuous period of the Great Depression. His experiences during this time shaped his conservative, risk-averse approach to investing, which he detailed in his seminal works “Security Analysis” (1934) and “The Intelligent In
Wealth Management
AUGUST 8, 2024
Cary Carbonaro joins Ashton Thomas as a managing wealth advisor and Women and Wealth Ambassador for the firm.
NAIFA Advisor Today
AUGUST 8, 2024
Each quarter the committees of Membership, Grassroots, and IFAPAC (also known as the Trifecta Team) select a member who has gone above and beyond that quarter in each of their respective areas. We are #NAIFAproud to recognize our Q2 2024 Hard Hat Winners, Corrado Gugliotta, LUTCF, FSCP, CLTC, LACP : Membership, Joseph Pearl, CFP : Grassroots, and Timothy Johnson, FSS, LACP : IFAPAC.
Wealth Management
AUGUST 8, 2024
Wells Fargo Advisors provides the platform to help serve clients with sophisticated needs AND offers the flexibility to manage my practice in any way I see fit.
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!
Validea
AUGUST 8, 2024
Investing in stocks that are experiencing upward earnings revisions can be a powerful strategy for generating market-beating returns. This approach is based on the premise that positive changes in earnings expectations often lead to strong stock performance. Let’s explore why this strategy works and how investors can identify promising candidates.
Carson Wealth
AUGUST 8, 2024
Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this paper, we’ll shed light on common Social Security myths and provide options that, in certain instances, could decrease your payments to Uncle Sam and increase the financial legacy you leave.
Advisor Perspectives
AUGUST 8, 2024
It has been a tough earnings season for the technology industry, and markets more broadly.
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