The Big Picture
FEBRUARY 14, 2024
At the Money: Is War Good for Markets? (February 14, 2024) What does history tell us about how war impacts the stock market? What is the correlation between geopolitical conflict and inflation? Can these patterns inform us of future bull market behavior? In this episode, I speak with Jeffrey Hirsch about what happens to equities after global conflicts.
Abnormal Returns
FEBRUARY 14, 2024
Podcasts Peter Lazaroff talks all things equity compensation with Derek Jess. (peterlazaroff.com) Barry Ritholtz talks value investing with Jeremy Schwartz of WisdomTree Investments. (ritholtz.com) Carl Richards talks with Jamie author of "Confessions of a Sociopath: A Life Spent Hiding in Plain Sight." (50fires.com) Taxes What tax planning entails.
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Calculated Risk
FEBRUARY 14, 2024
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 2.3 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending February 9, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 2.3 percent on a seasonally adjusted basis from one week earlier.
Abnormal Returns
FEBRUARY 14, 2024
Strategy Alternatives managers want in on the defined contribution space. (riaintel.com) Do you really need a separate allocation to real estate in your portfolio? (morningstar.com) Growth in ETFs are a boon to Jane Street. (ft.com) Companies Uber's ($UBER) transformation is complete as the company initiates a stock buyback. (finance.yahoo.com) Why Walmart ($WMT) would want to buy TV maker Vizio?
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.
Wealth Management
FEBRUARY 14, 2024
In his new role as CEO of a nascent RIA and multifamily office within a bank-owned trust company, Hopkins hopes to fill a service gap he noticed during his time with Carson Wealth.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
FEBRUARY 14, 2024
Open, honest and candid discussion on a potential federal auto-IRA program, cybersecurity risks, a possible pension comeback, the hunt for nextgen advisors and why DC fees have declined.
Trade Brains
FEBRUARY 14, 2024
Titagarh Railsystems vs Jupiter Wagons : Railways are used to transport goods in bulk to any location with connectivity, which is beneficial to the logistics industry. The growing population and faster transportation will make railways a better choice for travel due to cost, comfort, and efficiency. Titagarh received an order for Rs. 857 crore from GMRCL for 72 standard gauge cars, and Jupiter Wagon received an order for Rs. 1,617 crore from Railways for 4,000 wagons.
Wealth Management
FEBRUARY 14, 2024
The final impact of the DOL rule on independent contractors has yet to be determined for the financial advisory industry.
AdvicePay
FEBRUARY 14, 2024
Are you aware that you have the capability to streamline billing on held-away accounts using AdvicePay and Pontera? Your expertise in advising on 401(k) retirement plans deserves proper compensation, even when direct billing to the plan isn't feasible. Pontera empowers you with the tools to efficiently manage held-away accounts, while AdvicePay offers a comprehensive billing solution designed specifically to invoice clients for your advisory services.
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.
Wealth Management
FEBRUARY 14, 2024
The cuts will affect less than 1% of employees in the wealth-management business, which has about 40,000 workers and is the firm’s largest unit.
Advisor Perspectives
FEBRUARY 14, 2024
The cost of housing remains a hot-button topic with both Millennials and Gen-Z. Plenty of articles and commentaries address the concern of supply and affordability, with the younger generations getting hit the hardest.
Wealth Management
FEBRUARY 14, 2024
BlackRock’s ESG-related assets under management swelled 53% from the beginning of 2022 through the end of last year, even as the wider ESG fund market only grew by about 8%.
Calculated Risk
FEBRUARY 14, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-February 2024 A brief excerpt: “If you do not know where you come from, then you don't know where you are, and if you don't know where you are, then you don't know where you're going. And if you don't know where you're going, you're probably going wrong.
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Wealth Management
FEBRUARY 14, 2024
Valuations in the private real estate market are finally starting to reflect higher interest rates and tighter debt availability.
A Wealth of Common Sense
FEBRUARY 14, 2024
Today’s Animal Spirits is brought to you by Spear Funds: See here for more information on the Spear Alpha ETF On today’s show, we discuss: Mcdonalds earnings Yes, that Big Mac meal may cost $18 – but there’s one good reason for it Credit Bidenomics for rising US wages Maybe we’re thinking of the P/E ratio all wrong NVDA is now worth as much as the whole Chinese stock market David Einh.
Wealth Management
FEBRUARY 14, 2024
In a letter earlier this month, the Consumer Federation of America urged members of Congress to resist industry efforts to derail the fiduciary rule.
Advisor Perspectives
FEBRUARY 14, 2024
This series has been updated to include the January release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $49,681, down 7.8% from over 50 years ago. After adjusting for inflation, hourly earnings are below their all-time high from April 2020.
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
Wealth Management
FEBRUARY 14, 2024
FP Alpha is transforming financial planning with AI-driven automation and scenario modeling, making advanced planning accessible and efficient for advisors and their clients.
Advisor Perspectives
FEBRUARY 14, 2024
Bitcoin’s price climbed to $50,000 this past week, its highest level since December 2021. BTC is currently up ~13% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 2/13/24.
Wealth Management
FEBRUARY 14, 2024
One equity analyst said the acquisition of Atria transforms LPL into a “category killer” in the enterprise space.
Calculated Risk
FEBRUARY 14, 2024
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 212 thousand initial claims, down from 218 thousand last week. • Also at 8:30 AM, Retail sales for January is scheduled to be released. The consensus is for a 0.1% decrease in retail sales. • Also at 8:30 AM, The New York Fed Empire State manufacturing survey for February.
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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.
Wealth Management
FEBRUARY 14, 2024
Public equities dipped to 29% of the average total assets in family offices surveyed, down from 31% in 2020, according to KKR's Family Capital report.
Calculated Risk
FEBRUARY 14, 2024
Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic. The following graphs are for inbound and outbound traffic at the ports of Los Angeles and Long Beach in TEUs (TEUs: 20-foot equivalent units or 20-foot-long cargo container).
Wealth Management
FEBRUARY 14, 2024
By developing a consistent practice around these mindset techniques, advisors can get greater clarity and awareness.
Advisor Perspectives
FEBRUARY 14, 2024
I want to hear from you whether it is wrong to believe that numbers matter most and not everyone should try to be a psychologist with their clients.
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!
Wealth Management
FEBRUARY 14, 2024
The deal is Perigon’s first acquisition after selling a minority stake to Karl Heckenberg’s RIA-focused investment venture.
Tobias Financial
FEBRUARY 14, 2024
We are thrilled to share some exciting news! On January 4 th , 2024, Tobias Financial Advisors was proudly announced as one of South Florida’s Best Places to Work by the South Florida Business Journal. It’s an honor to be recognized alongside a diverse array of inspiring entrepreneurs and established companies that go above and beyond to cultivate a positive and thriving environments for their teams.
Wealth Management
FEBRUARY 14, 2024
Practitioners need to be aware of the tax consequences of Chief Counsel Memorandum 202352018.
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