The Big Picture

JANUARY 16, 2024

The transcript from this week’s, MiB: Cathy Marcus, co-CEO, global COO of PGIM Real Estate , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. 00:00:09 [Barry Ritholtz] This week on the podcast I have an extra special guest.

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Assets Investing Investments Management 261

Abnormal Returns

JANUARY 16, 2024

Markets Where are real interest rates going to settle? (mrzepczynski.blogspot.com) Domestic equities are expensive relative to international equities. (apolloacademy.com) Strategy Stocks usually beat bonds and cash, but not all the time. (awealthofcommonsense.com) How to identify an investor who has gotten too attached to a stock. (investmenttalk.co) Companies What went wrong at Boeing ($BA)?

Financial Advising 262

Financial Advising Economy Media Marketing 262

Nerd's Eye View

JANUARY 16, 2024

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman. Thomas is the co-founder of AllStreet Wealth, a financial planning firm for millennial business owners and those with equity comp based in Indianapolis, IN, that has quickly grown to more than $500,000 of run-rate revenue generated from serving 70 ongoing client households.

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Media Financial Advisor Financial Planning Planning 232

Abnormal Returns

JANUARY 16, 2024

Asset management Big asset managers get paid on AUM, not performance. (papers.ssrn.com) A primer on private credit. (sapientcapital.com) How the ETF came to be. (institutionalinvestor.com) Macro There seems to be a macroeconomic announcement premium. (papers.ssrn.com) What effect do demographics have on real interest rates? (papers.ssrn.com) Media (economic) sentiment has gotten increasingly negative over the past 50 years.

Distribution 260

Distribution Media Assets Economics 260

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.

Accounting

Advisor Perspectives

JANUARY 16, 2024

This article examines the challenges associated with the SEC’s proposed rule, the expected effect on financial services firms, and how firms can prepare now for the new rule.

Financial Services 119

Financial Services 119

Advisor Perspectives

JANUARY 16, 2024

Manufacturing activity dropped sharply in New York State, according to the Empire State Manufacturing January survey. The diffusion index for General Business Conditions fell to -43.7 from -14.5 in December. This morning's reading was worse than the forecast of -5.0 and is the index's lowest reading since May 2020.

Manufacturing 118

Manufacturing 118

Wealth Management

JANUARY 16, 2024

J.P. Morgan Securities agreed to pay $18 million to settle charges that it gave certain clients the choice of accepting credits or settlements while agreeing not to approach regulators.

Clients 111

Clients 111

Advisor Perspectives

JANUARY 16, 2024

Travel on all roads and streets increased in November. The 12-month moving average was up 0.2% month-over-month and was up 1.8% year-over-year. If we factor in population growth, the 12-month MA of the civilian population-adjusted data (age 16-and-over) was up 0.1% MoM and up 0.6% YoY.

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Wealth Management

JANUARY 16, 2024

After 2022, many declared the 60/40 portfolio dead, but the traditional portfolio mix rebounded in 2023, writes Morningstar. BlackRock’s move into the private infrastructure investment space is part of a broader strategy for the asset manager to diversify from its strength in ETFs, according to FundFire. These are among the investment must reads we found this week for wealth advisors.

Investing 111

Investing Investments Wealth Advisor Portfolio 111

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

Calculated Risk

JANUARY 16, 2024

From the MBA: Delinquency Rates for Commercial Properties Increased in Fourth-Quarter 2023 Delinquency rates for mortgages backed by commercial properties increased during the fourth quarter of 2023, according to the Mortgage Bankers Association's (MBA) latest commercial real estate finance (CREF) Loan Performance Survey. "Ongoing challenges in commercial real estate markets pushed the delinquency rate on CRE-backed loans higher in the final three months of 2023," said Jamie Woodwell, MBA's Head

Retail 106

Retail Marketing Marketing 106

Clever Girl Finance

JANUARY 16, 2024

The word frugal is often misconstrued into a negative one. However, although a frugal lifestyle can seem like a sacrifice in quality, it doesn’t have to be. Instead, you can choose to try frugal living tips that will add more value to your life. Table of contents What is frugal living? 37 Frugal living tips Expert tip: Make a list of things to try Benefits of living frugal How do you develop a frugal mindset?

Budgeting 105

Budgeting Food Insurance Planning 105

Wealth Management

JANUARY 16, 2024

Deal volume dropped for the first time in more than a decade, as average deal size increased and the influence of private equity continued to play a major role.

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Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Aggregate Bond Index. We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion.

Investing 96

Investing Investments Marketing Marketing 96

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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

JANUARY 16, 2024

The Birmingham, Ala.-based team of four managed $420 million at the wirehouse before going independent with Dynasty Financial Partners.

Management 116

Management 116

Million Dollar Round Table (MDRT)

JANUARY 16, 2024

By Brett M. Sause, LUTCF, RFC As a young boy, I remember a man coming to my home. He was tall, very well-dressed, book-sophisticated and he drove a shiny blue Cadillac. I was curious about him because my parents would always shoo me away from the kitchen saying, “Hey, this is adult talk. Get out of here.” Eventually, I came to know who Mr. Chet Duke was.

Insurance 89

Insurance Financial Advisor Banking 89

Wealth Management

JANUARY 16, 2024

Karl Heckenberg’s new RIA investment firm has taken a minority stake in Perigon, as Merchant Investment Management exits.

Management 111

Management Investing Investments 111

Clever Girl Finance

JANUARY 16, 2024

A quick Google search of budgeting methods will show you that there’s no shortage of options out there. There is, however, one particular budgeting method that could work well if you are just getting started with budgeting and more so if you don’t like the idea of a monthly budget. The method we’ll talk about involves creating a paycheck budget.

Budgeting 88

Budgeting Accounting Banking Planning 88

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

JANUARY 16, 2024

Known for helping RIAs with cash management and crypto, the company is now tackling the thorny world of annuities.

Management 111

Management 111

Clever Girl Finance

JANUARY 16, 2024

There are many different ways to come up with your perfect budgeting strategy. Alongside your monthly budget, you should also have a bare bones budget waiting in the wings. Even if you don’t need to cut back completely right now, it’s a good idea to know how to create a minimal-expense budget and have it ready so you are prepared in case of a financial emergency.

Budgeting 87

Budgeting Food Retirement Transportation 87

The Irrelevant Investor

JANUARY 16, 2024

Today’s Animal Spirits is brought to you by Nasdaq ETFs and Fabric by Gerber Life: See here for more information on Nasdaqs ETF listing solutions See here for more information on Life Insurance with Fabric by Gerber Life On today’s show, we discuss: Return expectations US Equities: The S&P 500 index is misunderstood It won’t be a recession – it will just feel like one 34.7% of business establ.

Insurance 74

Insurance 74

Clever Girl Finance

JANUARY 16, 2024

By the time we’re adults, we’re inundated with information about the importance of goal setting. If you’re a goal-setter, you’ve undoubtedly seen how goals can transform your life. So why not impart some of that wisdom on the teens in your life by helping them set goals for teenagers? Table of contents Why are goals for teenagers so important? Where to start with setting goals for teenagers Goals for teens: Your future Goals for teens: Personal development Expert Tip: Teenagers should create goa

Budgeting 82

Budgeting Accounting Retirement Planning 82

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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

Calculated Risk

JANUARY 16, 2024

Earlier the BEA released their estimate of light vehicle sales for December. The BEA estimates sales of 15.83 million SAAR in December 2023 (Seasonally Adjusted Annual Rate), up 3.3% from the November sales rate, and up 16.8% from December 2022. Click on graph for larger image. The first graph shows annual sales since 1976. Sales in 2020 were impacted by the pandemic, and then sales rebounded slightly in 2021.

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Sales 73

Advisor Perspectives

JANUARY 16, 2024

Here are five ways to clean up your writing and make it easier for people to read.

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Trade Brains

JANUARY 16, 2024

Fundamental Analysis Of Titagarh Rail Systems : The Indian Railway system has a long and fascinating history, and has been a trusted means of transportation for both people and goods throughout India. Despite its age, the sector continues to grow and evolve, presenting significant investment opportunities. One such company contributing to this sector is Titagarh Rail Systems Ltd.

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Transportation Manufacturing Planning Commission 64

Advisor Perspectives

JANUARY 16, 2024

FINRA has released new data for margin debt, now available through December. The latest debt level rose for a second straight month to $700.77 billion. Margin debt is up 6.0% month-over-month (MoM) and up 15.5% year-over-year (YoY). However, after adjusting for inflation, debt level is up 6.1% MoM and up 11.8% YoY.

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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

Calculated Risk

JANUARY 16, 2024

Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in December A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to December 2019 for each local market (some 2019 data is not available). This is the third look at several local markets in December. I’m tracking about 40 local housing markets in the US.

Marketing 62

Marketing Marketing Sales 62

Wealth Management

JANUARY 16, 2024

Five reasons many advisors are forgoing sunset deals.

Retirement 111

Retirement 111

Trade Brains

JANUARY 16, 2024

EPACK Durable IPO Review: India is currently enjoying its chilly winters while steamy summers remain just a few months away. The scorching heat of the summer accompanied by severe heat waves will spruce up demand for electrical products like coolers & Air Conditioners. If you believe that this very scenario is bound to push demand for these consumer-durable products and are willing to bet on some Companies that manufacture these, then we might have just the right Company for you.

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Manufacturing Valuation Electronics Investing 59