Abnormal Returns
MARCH 14, 2024
Crypto How Grayscale nabbed the coveted $BTC ticker. (axios.com) Clients are asking advisers about crypto. (wsj.com) Finance Swearing on company conference calls is on the rise. (ft.com) ARMs are no longer a bargain. (wsj.com) Media Hollywood is rethinking the value of mergers. (hollywoodreporter.com) Derek Thompson talks with Lucas Shaw about the end of the franchise formula.
Carson Wealth
MARCH 14, 2024
By Matt Kory, Vice President, Retirement Programs Changing careers is an emotional move – there’s excitement for the new opportunity, sadness about leaving your favorite coworkers behind, depression if you weren’t ready to leave, worry about how to financially bridge the unemployment gap and anticipation of the new career all at once. Take a breath, you can take some time to understand your options.
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Abnormal Returns
MARCH 14, 2024
Books An excerpt from Abigail Shrier’s new book, “Bad Therapy: Why the Kids Aren’t Growing Up.” (wsj.com) An excerpt from "The Human Disease: How We Create Pandemics, From Our Bodies to Our Beliefs" by Sabrina Sholts. (smithsonianmag.com) An excerpt from "Supercommunicators: How to Unlock the Secret Language of Connection" by Charles Duhigg. (behavioralscientist.org) American Flannel An excerpt from "American Flannel: How a Band of Entrepreneurs Are Bringing the Art and Business of Making Clothe
Alpha Architect
MARCH 14, 2024
When investors have a concentrated stock position that has performed well, they eventually face the same tough question: Should they continue to hold the position (and the outsized exposure it brings to their portfolio) or diversify – and face significant capital gains taxes? Exchange Funds 2.0: A Newly Accessible Way to Diversify Concentrated Positions was originally published at Alpha Architect.
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.
Calculated Risk
MARCH 14, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-March 2024 A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-March 2024 I reviewed home inventory, housing starts and sales. In Part 2, I will look at house prices, mortgage rates, rents and more - and review the house price outlook for 2024.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MARCH 14, 2024
The platform now includes more than a dozen fee-based alternative strategies, a comparable number of globally diversified passive strategies and five internal SMAs.
Advisor Perspectives
MARCH 14, 2024
Nvidia Corp.’s annual artificial intelligence conference is just days away and expectations are high for the semiconductor maker to deliver news that will sustain the blistering rally in its stock.
Wealth Management
MARCH 14, 2024
After presiding over infrastructure expansion, a shift in strategy and more than $80 billion in asset growth, Hightower’s CEO shares his thoughts on the job, the industry and recent rumors of a sale.
Calculated Risk
MARCH 14, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, The New York Fed Empire State manufacturing survey for March. The consensus is for a reading of -8.0, down from -2.4. • At 9:15 AM, The Fed will release Industrial Production and Capacity Utilization for February. The consensus is no changed in Industrial Production, and for Capacity Utilization to decrease to 78.4%. • At 10:00 AM, University of Michigan's Consumer sentiment index (Prelim
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
MARCH 14, 2024
Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business.
A Wealth of Common Sense
MARCH 14, 2024
This past week, I received three questions about retirement, all of which concern long-term planning at different stages of life. A reader asks: Chatting with the friends, we all seemed to be relatively close to one another in terms of cash on hand, investments in the market and current incomes. I would love to get your perspective as a professional to understand if we are behind, on par or ahead of the curve for a 28 yea.
Wealth Management
MARCH 14, 2024
The investment management industry stands at the threshold of a transformative era, with the evolution towards hybrid mutual fund/ETF structures marking a pivotal shift in strategic institutional asset management. This evolution is characterized by mutual fund managers like Fidelity and Morgan Stanley applying for exemptive relief to add an ETF share class to their mutual fund families, alongside F/m Investments’ innovative step to add a mutual fund share class to its ETF family to access the 40
Million Dollar Round Table (MDRT)
MARCH 14, 2024
By Bryce Sanders Insurance agents and financial advisors do not work all the time. They have personal lives too. Years ago, I surveyed financial advisors, asking, “What do you do for fun?” When you consider the popular answers, it becomes very easy to figure out how to change your approach slightly to use it as a business-building opportunity. Is it a good idea to bring business into your personal life though?
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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.
Wealth Management
MARCH 14, 2024
The wealthtech company introduced several new features that bring it one step closer to creating a unified system.
Calculated Risk
MARCH 14, 2024
The DOL reported : In the week ending March 9, the advance figure for seasonally adjusted initial claims was 209,000 , a decrease of 1,000 from the previous week's revised level. The previous week's level was revised down by 7,000 from 217,000 to 210,000. The 4-week moving average was 208,000, a decrease of 500 from the previous week's revised average.
Wealth Management
MARCH 14, 2024
The broker/dealer network now has a formal policy on the use of the ETFs, and advisors can begin training March 25.
The Better Letter
MARCH 14, 2024
This back-to-school commercial cracks me up every year. That said, now is the most wonderful time of the year. I’m pushing this TBL out earlier than normal because I will be at the only conference basketball tournament that really matters, the ACC Tournament. And, of course, March Madness starts next week. Today, we take for granted that we can watch every game in its entirety (assuming you have access to the relevant cable channels, including TruTV).
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
MARCH 14, 2024
Traditional growth strategies are yielding diminishing returns, while new ways to engage online are exploding.
MainStreet Financial Planning
MARCH 14, 2024
As April 15th approaches, taxpayers across the country are gearing up to fulfill their annual obligation – filing taxes. Whether you’ve already submitted your returns or are yet to tackle the paperwork, now is the perfect time for a tax check-up. Here are 5 areas to review to determine if you may need to make some adjustments for 2024. Review Tax Withholding: Check your paystubs to assess if adjustments to your W-4 are needed to avoid overpaying or underpaying taxes in 2024.
Calculated Risk
MARCH 14, 2024
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For February, Realtor.com reported inventory was up 14.8% YoY, but still down almost 40% compared to February 2019. Now - on a weekly basis - inventory is up 21.7% YoY. Realtor.com has monthly and weekly data on the existing home market.
Advisor Perspectives
MARCH 14, 2024
Wholesale inflation heated up last month and came in higher than expected. The producer price index for final demand increased 0.6% month-over-month (s.a.). On an annual basis, headline PPI accelerated from 1.0% in January to 1.6% in 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.
Calculated Risk
MARCH 14, 2024
On a monthly basis, retail sales were up 0.6% from January to February (seasonally adjusted), and sales were up 1.5 percent from February 2023. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for February 2024, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $700.7 billion, up 0.6 percent from the previous month , and up 1.5 percent above February 2023.
The Irrelevant Investor
MARCH 14, 2024
Today’s Compound and Friends is brought to you by Franklin Templeton: See here for more information on Franklin Templeton’s full ETF suite and their recently approved Bitcoin ETF On today’s show, we discuss: America’s new tallest skyscraper ByteDance offers investors a buyback at $268B valuation Tesla gets tagged with once-unthinkable call: sales will fall Subscribe here to The Compound Insider.
Wealth Management
MARCH 14, 2024
Insights into the uses of traditional debt within advisor M&A.
Advisor Perspectives
MARCH 14, 2024
Just as private credit is becoming an asset class of its own and private equity houses are finding a new revenue stream away from their bread-and-butter buyout businesses, this burgeoning part of leveraged finance is losing steam.
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
MARCH 14, 2024
The economic backdrop is increasingly favorable for the yellow metal to achieve fresh highs.
Advisor Perspectives
MARCH 14, 2024
In the week ending March 9, initial jobless claims were at a seasonally adjusted level of 209,000, a decrease of 1,000 from the previous week's revised figure. The latest reading is lower than the forecast of 218,000 jobless claims.
Wealth Management
MARCH 14, 2024
Thursday, March 14, 2024 | 2:00 PM ET
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