Abnormal Returns

FEBRUARY 16, 2024

The biz Podcasting now makes up some 50% of Slate's revenues. (semafor.com) Why audio companies are still laying off workers. (axios.com) Don't forget that modern podcasts are businesses, big businesses. (youtube.com) Economy Justin Carbonneau and Jack Forehand talk all things inflation with Cullen Roche. (youtube.com) Sean Illing talks with Brad Delong, author of "Slouching Towards Utopia: An Economic History of the Twentieth Century" about the end of the globalization wave.

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Startup Economy Banking Economics 283

Nerd's Eye View

FEBRUARY 16, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a study from Cerulli Associates indicates a lack of fee transparency represents a significant hurdle for many investors when considering working with a financial advisor. Which suggests that while advisors might be hesitant to publish their fees on their website before being able to meet face-to-face with prospects, doing so (and linking the fees to the value proposi

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Financial Planner Fee Only Compliance CFP 239

Abnormal Returns

FEBRUARY 16, 2024

Funds Why Bill Ackman's European-listed hedge fund trades at a big discount. (netinterest.co) Van Eck has settled charges that it failed to disclose it was paying Barstool Sports CEO Dave Portnoy to help launch and promote its VanEck Social Sentiment ETF. (fa-mag.com) AI The OpenAI drama was not the peak in the AI frenzy. (theinformation.com) WhatSuper Micro Computer ($SMCI) investors are betting on.

Financial Advising 170

Financial Advising Media Sales Investing 170

The Big Picture

FEBRUARY 16, 2024

 This week, we speak with Bill Dudley , former president and chief executive officer of the Federal Reserve Bank of New York , where he also served as vice chairman and a permanent member of the Federal Open Market Committee. He was executive vice president of the Markets Group at the New York Fed, where he also managed the System Open Market Account.

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Banking Wealth Management Portfolio Management Management 157

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

Alpha Architect

FEBRUARY 16, 2024

While analysts underwrite high growth for companies that have grown quickly and slow growth for companies that have grown slowly in the past, a large body of evidence demonstrates that reversion to the mean of both positive and negative abnormal earnings growth is the norm. On the Persistence of Growth and Value Stocks was originally published at Alpha Architect.

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Assets Investing Investments 135

Calculated Risk

FEBRUARY 16, 2024

Today, in the Calculated Risk Real Estate Newsletter: Single Family Starts Up 22% Year-over-year in January; Multi-Family Starts Down Sharply A brief excerpt: Note that permits held up better than starts in January, and housing starts were probably impacted by the severe weather last month. The third graph shows the month-to-month comparison for total starts between 2023 (blue) and 2024 (red).

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Trade Brains

FEBRUARY 16, 2024

Welcome to our in-depth exploration of Azad Engineering Limited, a key player in the production of components for energy turbines and aerospace & defence aircraft. The company recently made waves in the financial markets with its IPO with an astonishingly high Price-to-Earnings (PE) ratio of 292x! The stock has rallied 23 percent, from the day it got listed on December 29, 2023.

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Engineering Manufacturing Certification Sales 111

Wealth Management

FEBRUARY 16, 2024

A pair of advisors from Snowden Lane have broken away to create Coral Reef Advisors, a registered investment advisory firm in Florida’s Ponte Vedra Beach.

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Investing Investments 119

Calculated Risk

FEBRUARY 16, 2024

Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report: Weekly Housing Trends View — Data Week Ending February 10, 2024 • Active inventory increased, with for-sale homes 13.9% above year ago levels. For a 14th consecutive week, active listings registered above prior year level, which means that today’s home shoppers have more homes to choose from that aren’t already in the process of being sold.

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Sales Marketing Marketing 109

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

FEBRUARY 16, 2024

TIAA IRA customers paid more than $900,000 in combined expenses that could have been avoided by investing through a “brokerage window” with lower-cost share classes, according to the regulator.

Investing 115

Investing Investments 115

Calculated Risk

FEBRUARY 16, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Due to changes at the CDC, weekly cases are no longer updated. For deaths, I'm currently using 4 weeks ago for "now", since the most recent three weeks will be revised significantly. Hospitalizations have more than tripled from a low of 5,150 in June 2023, however, they have declined sharply from around 30,000 early this year.

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Numbers 107

NAIFA Advisor Today

FEBRUARY 16, 2024

Glenn Crawford is a Certified Divorce Financial Analyst (CDFA®) and a licensed insurance agent holding a Series 65 Investment Advisor Representative distinction. His mission is to support better financial outcomes for clients by educating, enabling, and empowering them to make sound decisions about their financial well-being. Glenn has also dedicated a significant part of his practice to advising clients on the financial aspects of divorce.

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License Wealth Management Investment Advisor Education 105

The Irrelevant Investor

FEBRUARY 16, 2024

I am not a crypto native. I was not an early adopter. I don’t share the same views with many of the people who think that Bitcoin will replace the dollar and all of that jazz. I have, however, been bullish on crypto assets for the past few years. My view was rooted in the very simple belief that demand wiould outstrip supply. It’s never been more complicated than that for me.

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Assets 99

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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

FEBRUARY 16, 2024

The package for 62-year-old David Solomon includes a $2 million base salary and $29 million in variable compensation, with $20.3 million of that in the form of restricted stock units.

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NAIFA Advisor Today

FEBRUARY 16, 2024

Congratulations to Mike Washburn, FSS, CLF, LUTCF , loyal member since 1987 of Cordova, TN on being inducted into American National 's Multiple Line Hall of Fame. This honor recognizes a career of success in performance excellence, support of American National and its values, and a spirit of giving back to the industry, communities, and peers. In addition to receiving the most prestigious recognition that can be bestowed upon a member of the American National field team, he was also recognized a

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Insurance 97

Wealth Management

FEBRUARY 16, 2024

No less than three new RIAs debuted this week, while Prospera and four other firms announced deals, three made key appointments and one updated its name.

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Carson Wealth

FEBRUARY 16, 2024

By Mike Valenti, CPA, CFP ® , Director of Tax Planning It’s that time of year again! W-2s, 1099s and mortgage statements have been to hit your mailbox: a daily reminder that it is, once again, Tax Season. Overall, it was a relatively quiet year on the tax front. (Although Congress isn’t done yet! More on that later.) Inflation has been a hot topic the past few years.

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Taxes Consulting Accounting Planning 96

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

FEBRUARY 16, 2024

Amplify is redefining the future of wealth management with strategic operational improvements and cutting-edge tech advancements for 2024.

Wealth Management 105

Wealth Management Management 105

Calculated Risk

FEBRUARY 16, 2024

From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately‐owned housing starts in January were at a seasonally adjusted annual rate of 1,331,000. This is 14.8 percent below the revised December estimate of 1,562,000 and is 0.7 percent below the January 2023 rate of 1,340,000. Single‐family housing starts in January were at a rate of 1,004,000; this is 4.7 percent below the revised December figure of 1,054,000.

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Wealth Management

FEBRUARY 16, 2024

The move comes as individual investors hold about 50% of global assets under management—a figure that’s expected to rise to almost 70% by 2023,

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Assets Management 109

Advisor Perspectives

FEBRUARY 16, 2024

Wholesale inflation cooled last month but still came in slightly higher than expected. The producer price index for final demand increased 0.3% month-over-month (s.a.). On an annual basis, headline PPI decelerated from 1.0% in December to 0.9% in January.

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75

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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

Wealth Management

FEBRUARY 16, 2024

Greykasell Wealth Strategies' David Eisenhauer and his team managed $450 million for around 150 clients with Northwestern.

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Clients Management 110

Random Roger's Retirement Planning

FEBRUARY 16, 2024

The YieldMax TSLA Option Income Strategy ETF (TSLY) writes covered calls on Tesla Stock. It is one of the newer covered call funds with an absolute whopper of a payout. Since listing in late 2022, the price has gone from $20.06 to $9.14 and has paid out $10.08 in "dividends." TSLA common is up 10% in the same period. There will be a 1 for 2 reverse split later this month.

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Portfolio Distribution Planning Taxes 80

Wealth Management

FEBRUARY 16, 2024

Matt Pearson, chief operations officer of $1.5 billion AUM Ensemble Capital, and his team are unafraid of trying new technology.

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MainStreet Financial Planning

FEBRUARY 16, 2024

As I celebrate my birthday this month, I’ve chosen to forego the usual fanfare and instead take a moment to contemplate the year ahead. This year, my focus is on intertwining health with wealth and financial success, recognizing the profound connection between the two. Body: Nurturing Physical Vitality In my latest podcast episode , we delved into this topic, exploring various facets of holistic health and the tools I employ to stay on track.

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Accounting Financial Planning Planning Banking 73

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

Wealth Management

FEBRUARY 16, 2024

The SEC claims Van Eck failed to disclose the involvement of a social media influencer in promoting the BUZZ ETF.

Media 109

Media 109

Advisor Perspectives

FEBRUARY 16, 2024

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of February 2nd, the index was at 14.239, down 0.933 from the previous week, with 4 of the 6 components in expansion territory.

Economics 69

Economics Economy 69

Wealth Management

FEBRUARY 16, 2024

The SEC claims Van Eck failed to disclose the involvement of a social media influencer in promoting the BUZZ ETF.

Media 104

Media 104