Abnormal Returns

SEPTEMBER 20, 2023

Home ownership How to make the math behind home ownership work (or not). (morningstar.com) What happened in 1990 to drive real housing prices higher? (awealthofcommonsense.com) Some 40% of under-30-year-old home buyers get help from their family. (redfin.com) Investing Jeffrey K. Actor, "It’s incredibly easy to underperform by chasing dreams." (humbledollar.com) Trying to make up for past investing mistakes by taking on more risk is dangerous.

Math 279

Math Taxes Portfolio Investments 279

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns. And by turning to tools that incorporated historical or Monte Carlo simulations, advisors were able to examine the potential impact of sequence-of-return risk on an investor's portfolio, modeling those risks across h

Financial Planning 225

Financial Planning Risk Tolerance Retirement Planning Planning 225

Abnormal Returns

SEPTEMBER 20, 2023

Strategy A wide range of outcomes is always on the table. (tonyisola.com) The hardest thing about being an investor is deciding what to focus on. (behaviouralinvestment.com) IPOs Putting a valuation on Instacart ($CART). (aswathdamodaran.blogspot.com) Speaking of IPOs, Klayvio ($KVYO) is now public as well. (cnbc.com) Finance The life of a short-seller, even when proven correct, is no easy thing.

Financial Advising 264

Financial Advising Valuation Media Economy 264

The Reformed Broker

SEPTEMBER 20, 2023

Kristen Oliveri wrote this at the new Crain Currency – a magazine covering family offices and wealth management – yesterday afternoon: Enter Future Proof: a wealth management festival that’s decided to shake things up. Founders Josh Brown and Matt Middleton of Ritholtz Wealth Management knew the industry was due for some change, so they boldly decided to lead the way.

Wealth Management 220

Wealth Management Management 220

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Accounting

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns. And by turning to tools that incorporated historical or Monte Carlo simulations, advisors were able to examine the potential impact of sequence-of-return risk on an investor's portfolio, modeling those risks across h

Retirement 217

Retirement Planning Financial Planning Risk Tolerance 217

Wealth Management

SEPTEMBER 20, 2023

To an outsider, advisor Cary Carbonaro looked like a strong, successful woman. But behind closed doors, she faced physical, mental and verbal abuse on a daily basis in a toxic relationship.

130

130

Calculated Risk

SEPTEMBER 20, 2023

From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 5.4 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending September 15, 2023. Last week’s results included an adjustment for the Labor Day holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 5.4 percent on a seasonally adjusted basis from one week earlier.

Sales 126

Sales Marketing Marketing 126

Wealth Management

SEPTEMBER 20, 2023

Cannabis ETFs were among those posting the worst returns over the last three years.

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124

Calculated Risk

SEPTEMBER 20, 2023

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: AIA/Deltek Architecture Billings Index Sees Softening Business Conditions in August The AIA/Deltek Architecture Billings Index (ABI) eased modestly in August, with a score of 48.1 , marking the eleventh consecutive month of essentially flat billings at architecture firms.

Investments 124

Investments Investing Clients 124

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

Assets

Wealth Management

SEPTEMBER 20, 2023

DAF startup Daffy recently experienced a jump in activity after embracing the significance of the number 18 in Jewish culture.

Numbers 122

Numbers Startup 122

Trade Brains

SEPTEMBER 20, 2023

Organic Recycling Systems IPO Review: Organic Recycling Systems Limited is coming up with its Initial Public Offering. The IPO will open for subscription on September 21, 2023, and close on September 26, 2023. This is an SME(Small and Medium-sized Enterprise) IPO and the company is going to be listed on the BSE SME platform. In this article, we will look at Organic Recycling Systems IPO Review 2023 and analyze its strengths, weaknesses, financials and GMP.

Engineering 105

Engineering Management Government License 105

Wealth Management

SEPTEMBER 20, 2023

Rashawn Russell faces up to 30 years in prison after pleading guilty to his role in a scheme that defrauded nearly 30 investors out of approximately $1.5 million.

Banking 119

Banking 119

WiserAdvisor

SEPTEMBER 20, 2023

In retirement planning, the concept of vesting is more than a contractual formality; it serves as a retention tool that incentivizes employees to remain with their employer for a certain period. By implementing vesting schedules for employer-contributed funds, organizations aim to foster long-term commitment and reduce employee turnover. Against this backdrop, understanding your vested balance becomes crucial, as it directly influences your entitlement to these employer-contributed assets.

Accounting 100

Accounting Retirement Retirement Planning Planning 100

Speaker: Aaron Berson

Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g

Management

Wealth Management

SEPTEMBER 20, 2023

New Chief Counsel Memorandum deems promotional materials misstate and mischaracterize the technique's efficacy in certain circumstances.

Advertising 115

Advertising Taxes 115

Random Roger's Retirement Planning

SEPTEMBER 20, 2023

Finomial took a look at the potential diversification benefits of convertible bonds, hat tip Abnormal Returns for the link. We've looked at these a couple of times over the years, back in the 2000's I accessed the space through a closed end fund that had a high yield, higher than what the space typically offers, thanks to the leverage inherent in the closed end universe.

Portfolio 96

Portfolio Clients 96

Wealth Management

SEPTEMBER 20, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

111

111

Meb Faber Research

SEPTEMBER 20, 2023

Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing Guest: Soo Chuen Tan is President and portfolio manager at Discerene. Before founding the Firm, Soo Chuen was a Partner and Managing Director at Deccan Value Advisors. Prior to Deccan, Soo Chuen worked at the Baupost Group, Halcyon Asset Management, and McKinsey & Company.

Investments 73

Investments Investing Portfolio Management Portfolio 73

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

SEPTEMBER 20, 2023

The SEC fined CBRE $375,000 over language in its separation agreements that prevented potential whistleblowers from reporting, according to The Wall Street Journal. Global credit manager Marathon said it is among the bidders for Signature Bank’s $33 billion commercial real estate loan portfolio, reports Bloomberg. These are among the must reads from the real estate investment world.

Portfolio 110

Portfolio Management Investments Investing 110

Calculated Risk

SEPTEMBER 20, 2023

Statement here. Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. Here are the projections. Projections of the neutral Fed Funds rate increased again ! In June, the FOMC participants’ midpoint of the target level for the federal funds rate was at 5.625% at the end of 2023. The FOMC participants’ midpoint of the target range is now closer to 5.5% and declines to 5.125% in 2024.

Banking 72

Banking Government 72

Wealth Management

SEPTEMBER 20, 2023

The SEC voted on Wednesday to impose the most sweeping overhaul for fund-labeling regulations in more than two decades.

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93

Calculated Risk

SEPTEMBER 20, 2023

Today, in the Calculated Risk Real Estate Newsletter: 4th Look at Local Housing Markets in August A brief excerpt: Note: The National Association of Realtors (NAR) is scheduled to release August existing home sales tomorrow, Thursday, September 21st, at 10:00 AM ET. The consensus is the NAR will report sales of 4.10 million SAAR, up from 4.07 million in July.

Sales 69

Sales Marketing Marketing Numbers 69

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

Clients

Advisor Perspectives

SEPTEMBER 20, 2023

To widen your audience, deepen client bonds, and carve out a strong market presence, a webinar strategy is your ticket to success.

Clients 69

Clients Marketing Marketing 69

Calculated Risk

SEPTEMBER 20, 2023

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 224 thousand initial claims, up from 220 thousand last week. • At 8:30 AM, the Philly Fed manufacturing survey for September. The consensus is for a reading of 0.0, up from -12.0. • At 10:00 AM, Existing Home Sales for August from the National Association of Realtors (NAR).

Sales 64

Sales Manufacturing 64

Advisor Perspectives

SEPTEMBER 20, 2023

For financial advisors, an appreciation of these changes fosters more profound empathy with older clients and fine-tunes their strategies.

Financial Advisor 64

Financial Advisor Clients 64

A Wealth of Common Sense

SEPTEMBER 20, 2023

Today’s Animal Spirits is brought to you by F/m Investments: See here and here for more information on F/m Investments and their Opportunistic Income ETF On today’s show, we discuss: The ‘new not normal’ World to Tokyo – message received Ray Dalio says he doesn’t want to hold bonds, cash ‘is good’ Amateurs pile into 24-hour options: ‘Its just gambling’ Zero.

Investments 61

Investments Investing 61

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

Trade Brains

SEPTEMBER 20, 2023

Macro Cables and Conductors IPO Review: Macro Cables & Conductors is coming up with its Initial Public Offering. The IPO will be open for subscription on September 21, 2023, and closes on September 25, 2023. This is an SME (Small and Medium-sized Enterprise) IPO, and the company is going to be listed on the BSE SME platform. In this article, we will look at Macro Cables & Conductors IPO Review, analyze its strengths and weaknesses and see what unfolds.

Distribution 59

Distribution Government Manufacturing Sales 59

Wealth Management

SEPTEMBER 20, 2023

The Halbert Hargrove CEO discusses the importance of purposeful collaboration, being fearless on culture, clients and teams, and capturing a client’s loyalty for the long term.

Clients 59

Clients 59

Trade Brains

SEPTEMBER 20, 2023

Fundamental Analysis of Havells India : In an age where technology permeates every aspect of our lives, the role of electrical appliances cannot be overstated. We humans are intertwined with this form of energy & it becomes impossible to imagine life without electricity. Today we talk about a Company that manufactures the appliances that make our lives better, harnessing this energy.

Planning 59

Planning Manufacturing Electronics Sales 59