Abnormal Returns
OCTOBER 10, 2024
Wealth Who died and paid the IRS a $7 billion estate tax bill? (sherwood.news) A profile of Denise Coates, founder of Bet365, and the richest woman in England. (theguardian.com) Global How Iceland became a hotbed for online scams. (nytimes.com) Checking in on the reconstruction of Notre Dame. (gq.com) Lebanon has a lot of geographical advantages. Why is the country so troubled?
A Wealth of Common Sense
OCTOBER 10, 2024
Nick Maggiulli joined me on the show this week to tackle questions about investing in total stock market index funds, how to value your pension, factors that allow you to take more risk in your portfolio and when to sell your big winners. Further Reading: An Epic Bull Market 1It’s worth noting these are price returns only, no dividends included.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Abnormal Returns
OCTOBER 10, 2024
Markets Sorting cyclical from secular bull and bear markets. (awealthofcommonsense.com) There is a whole class of pundits out there trying to knock you off your game. (downtownjoshbrown.com) Cullen Roche, "So high valuations are evidence of long-term certainty, but can also create huge amounts of near-term uncertainty." (disciplinefunds.com) Companies Companies really are leaving California.
Calculated Risk
OCTOBER 10, 2024
Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned when services less rent of shelter was up around 8% year-over-year. This declined and is now up 4.4% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through September 2024. Services were up 4.7% YoY as of September 2024, down from 4.8% YoY in August.
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.
Wealth Management
OCTOBER 10, 2024
The emails started around Wednesday with an attached PDF document that the brokerage regulator warned could include “malicious” content.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
OCTOBER 10, 2024
Multiple jobholders account for 5.3% 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.
Calculated Risk
OCTOBER 10, 2024
With the release of the CPI report this morning, we now know the Cost of Living Adjustment (COLA), and the contribution base for 2025. From Social Security: Social Security Announces 2.5 Percent Benefit Increase for 2025 Social Security benefits and Supplemental Security Income (SSI) payments for more than 72.5 million Americans will increase 2.5 percent in 2025 , the Social Security Administration announced today.
Wealth Management
OCTOBER 10, 2024
The estate-planning platform currently boasts over 13,000 advisors.
Advisor Perspectives
OCTOBER 10, 2024
In the week ending October 5th, initial jobless claims were at a seasonally adjusted level of 258,000. This represents an increase of 33,000 from the previous week's figure and is well below the 231,000 economists were expecting.
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
OCTOBER 10, 2024
Gen X, millennials and Gen Z are set to inherit $84 trillion in assets—they have different priorities that aren’t reflected in wealth management brands today.
Advisor Perspectives
OCTOBER 10, 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 September 27, the index was at 31.292, up 4.198 from the previous week, with 4 of the 6 components in expansion territory.
Wealth Management
OCTOBER 10, 2024
According to Baird, Robert Sargent is joining the firm's Fairfax office after leaving Edelman Financial Engines, where he managed about $245 million in client assets.
NAIFA Advisor Today
OCTOBER 10, 2024
New NAIFA member, Alexander Flecker, CFP, CIMA , Head of Distribution at Measured Risk Portfolios , shares insights into his journey in the financial services industry and the firm's rapid growth since joining in mid-2023. During his tenure, Measured Risk Portfolios has seen a significant rise in assets under management, from $260 million to over $345 million, and has led a complete rebranding of the firm’s flagship SMA offering, now called SynthEquity™.
Advertisement
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
OCTOBER 10, 2024
Opto is aiming to capture the RIA segment serving high-net-worth and ultra-high-net-worth investors.
Trade Brains
OCTOBER 10, 2024
Larsen & Toubro (L&T) is widely known for its engineering and construction expertise, but it’s also a master of diversification. Unlike many competitors, L&T constantly seeks new growth areas and isn’t afraid to exit low-potential businesses. Larsen & Toubro was founded on February 7, 1946, by two Danish engineers, such as Henning Holck-Larsen and Soren Kristian Toubro.
Wealth Management
OCTOBER 10, 2024
The Multi-Investment Workflow tool is aimed at accelerating the adoption of the firm’s model portfolio feature.
Advisor Perspectives
OCTOBER 10, 2024
Should China deliver sufficient stimulus to break the cycle of tightening fiscal policy, we may find China, and emerging markets, investable again.
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
OCTOBER 10, 2024
Industry thought leader Carl Richards offers a unique perspective on the true value of an advisor and how to access that to better serve clients and foster growth.
Calculated Risk
OCTOBER 10, 2024
From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.2 percent on a seasonally adjusted basis , the same increase as in August and July, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 2.4 percent before seasonal adjustment. The index for shelter rose 0.2 percent in September, and the index for food increased 0.4 percent.
Wealth Management
OCTOBER 10, 2024
Gina M. Beall, director of investment research with the firm, talks about why Savant stays away from concentrated portfolios.
Calculated Risk
OCTOBER 10, 2024
Today, in the Calculated Risk Real Estate Newsletter: House Prices to Income A brief excerpt: One of the metrics we'd like to follow is a ratio of house prices to incomes. Unfortunately, most income data is released with a significantly lag, and there are always questions about which income data to use (the average total income is skewed by the income of a few people).
Advertisement
As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Wealth Management
OCTOBER 10, 2024
Charles Monat is working with a financial advisor on a potential disposal that could value it at $400 million to $500 million.
Advisor Perspectives
OCTOBER 10, 2024
Inflation cooled for a sixth straight month in September, dropping to its lowest level since February 2021. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index fell to 2.4% year-over-year, slightly above economist expectations of 2.3%. Additionally, core CPI rose to 3.3% as expected, a tad above expectations.
Wealth Management
OCTOBER 10, 2024
The funding round values Farther at $542 million.
Calculated Risk
OCTOBER 10, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, The Producer Price Index for September from the BLS. The consensus is for a 0.1% increase in PPI, and a 0.2% increase in core PPI. • At 10:00 AM, University of Michigan's Consumer sentiment index (Preliminary for October).
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!
SEI
OCTOBER 10, 2024
Public Invited to Monitor Conference Call at 5 p.m.
Calculated Risk
OCTOBER 10, 2024
The Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.3% in September. The 16% trimmed-mean Consumer Price Index increased 0.3%. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI report".
SEI
OCTOBER 10, 2024
ETFs Utilize Integrated Management Approach, Provide Allocations to All Core Equity Asset Classes
Expert insights. Personalized for you.
276 
Let's personalize your content