The Big Picture

DECEMBER 13, 2023

Tyler Cowen and his colleague Alex Tabarrok write some interesting posts over at Marginal Revolution. Sometimes I agree with them, sometimes I disagree with them. Recently, a post utterly perplexed me: “One doesn’t get a favorable impression of crypto from Number Go Up but in fact one doesn’t learn much about crypto at all. Indeed, Faux’s book isn’t really about crypto it’s about the rise and collapse of a bubble and the consequent madness of crowds.

Numbers 313

Numbers Government Assets Management 313

Abnormal Returns

DECEMBER 13, 2023

Strategy There's a good chance you need to rebalance your portfolio. (morningstar.com) Bonds outperform bills leading up to a Fed rate cut. (carsongroup.com) Apple What's going on with Apple's ($AAPL) Vision Pro? (om.co) Apple ($AAPL) is adding a new Stolen Device Protection setting. (wsj.com) Companies Why Epic's win against Google ($GOOGL) matters.

Assets 276

Assets Financial Advising Media Economy 276

Nerd's Eye View

DECEMBER 13, 2023

Although numerous tax-advantaged vehicles are available for retirement savings, Health Savings Accounts (HSAs) have particular benefits for individuals saving for retirement. Specifically, HSAs offer a "Triple Tax Benefit" that includes tax-deductible contributions, tax-deferred growth, and tax-free withdrawals for qualified medical expenses. This can allow individuals to save a significant amount that can be withdrawn tax-free for medical expenses later in retirement.

Retirement 235

Retirement Medical Taxes Planning 235

Abnormal Returns

DECEMBER 13, 2023

Podcasts Jordan Harbinger talks with Morgan Housel about his book "Same As Ever." (jordanharbinger.com) Barry Ritholtz has a new short-form podcast 'At the Money' exploring a range of money questions. (ritholtz.com) Housing There is a good chance you could not afford your house at current prices and mortgage rates. (awealthofcommonsense.com) Is America's housing stock ready for an aging population?

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Retirement Taxes Numbers 259

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

Wealth Management

DECEMBER 13, 2023

Technology columnist Davis Janowski sat down with Addepart CEO Eric Poirier to discuss the news and other developments at the firm, which is still hiring.

Assets 119

Assets 119

Wealth Management

DECEMBER 13, 2023

Kudu's minority investment in Sage Advisory Services will support succession and technology initiatives for the Austin-based institutional asset manager.

Management 116

Management Investing Investments Assets 116

Advisor Perspectives

DECEMBER 13, 2023

According to a recent J.D. Power study, fewer than 15% of clients say their advisor provides an ideal advice experience; and yet many advisors likely suffer from Dunning Kruger cognitive bias , where they think they are among that 15% when for the majority, that’s impossible. Why is financial advice in such a state? Because, despite their best efforts, financial advisors aren’t hitting the core attributes of comprehensive advice.

Valuation 105

Valuation Financial Advice Financial Advisor Clients 105

Wealth Management

DECEMBER 13, 2023

For years, advisor James Bogart was building wealth at the sacrifice of his health. Now, he’s on a different path.

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Advisor Perspectives

DECEMBER 13, 2023

Learn how financial advisors turn to outsourcing to strengthen client relationships, grow total assets, increase personal income, and improve work-life balance.

Assets 98

Assets Clients Financial Advisor 98

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

DECEMBER 13, 2023

Open, honest and candid discussion the November jobs report, Pontera, AI, retirement plan growth in Colorado and the future of 401(k) plans.

Retirement Planning 111

Retirement Planning Retirement Planning 111

A Wealth of Common Sense

DECEMBER 13, 2023

Today’s Animal Spirits is brought to you by YCharts and The College for Financial Planning: See here for YChart’s Top 23 Charts of 2023 See here to learn more about The College for Financial Plannings Chartered Retirement Plans Specialist designation On today’s show, we discuss: You’re better off going all in on stocks than bonds, new research finds Beyond the status quo: A critical assessment o.

Retirement Planning 86

Retirement Planning Financial Planning Retirement Planning 86

Wealth Management

DECEMBER 13, 2023

Mills was replaced by Jonathan Leach, previously deputy head of Citigroup’s investment management division after earlier serving as head of investments for North America.

Management 104

Management Investing Investments 104

Clever Girl Finance

DECEMBER 13, 2023

Often, living on one income requires you to get creative with your budgeting and learn to prioritize your needs over your wants. However, it can also help you find joy in the simple (and free) things in life. Check out these 15 tips to help you live well on one income. Table of contents 15 Tips for success when living on one income Expert tip: Make it easier to live on one income by hitting unsubscribe How can I afford a home on a single income?

Budgeting 85

Budgeting Planning Financial Planning Accounting 85

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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

DECEMBER 13, 2023

David Chubak says the firm hopes to attract so-called “break-back brokers” who are coming back from full independence.

Retirement 119

Retirement 119

Clever Girl Finance

DECEMBER 13, 2023

Budgeting isn’t just about making sure you have enough to pay the bills each month. It’s also about planning ahead for future expenses. While you should have an emergency fund, a smart way to save money each month is to set up different sinking funds categories. Table of contents Why do sinking funds categories matter? 18 Sinking fund categories to review Expert tip: Use sinking funds to see your savings progress What is the best way to organize sinking funds?

Budgeting 82

Budgeting Medical Accounting Transportation 82

Wealth Management

DECEMBER 13, 2023

Setting the record straight on the most common misconceptions that can block financial advisors from improving their business lives.

Financial Advisor 116

Financial Advisor 116

Clever Girl Finance

DECEMBER 13, 2023

Flipping items can be a fun and rewarding side hustle. While some items may require a bit of work to resell, it’s worth it. If you pick the best items to flip, you can make a good amount of money. Table of contents Why it’s a great idea to flip items 32 Of the best items to flip Expert tip: Increase exposure of your items online with keywords and free shipping Where to sell items What to do with the extra cash from flipping items What products are easiest to flip?

Sales 79

Sales Electronics Investing Investments 79

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

DECEMBER 13, 2023

Hermes heir Nicolas Puech wants to leave his sizable inheritance to his 51-year old gardener.

Estate Planning 122

Estate Planning Planning 122

Meb Faber Research

DECEMBER 13, 2023

Episode #512: Alfonso “Alf” Peccatiello on Dr. Yield Curve, Neighbor Tracking Error & The Emerging Markets Decade Guest: Alfonso “Alf” Peccatiello is the Founder & CEO of The Macro Compass, a disruptive investment strategy firm whose mission is to bring you through a learning journey that will allow you to step up your macro game. […] The post Episode #512: Alfonso “Alf” Peccatiello on Dr.

Marketing 70

Marketing Marketing Investing Investments 70

Wealth Management

DECEMBER 13, 2023

It’s time to have uncomfortable conversations; advisors must step up.

Clients 119

Clients 119

Random Roger's Retirement Planning

DECEMBER 13, 2023

In our last post we took a quick look at the Direxion Daily 20+ Year Treasury Bull 3X Shares (TMF). The Financial Times referred to it as the Cocaine Bear of ETFs. I would probably call it a fire cracker, lit in your hands. In that post we modeled a 60/40 portfolio comparison with one portfolio having a 40% allocation to the iShares 20+ Year Treasury ETF (TLT), the unleveraged version, and the other portfolio having 13.33% in TMF and 26.67 in cash to see if there could be a capitally efficient e

Portfolio 75

Portfolio Taxes Investing Investments 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

Advisor Perspectives

DECEMBER 13, 2023

Wholesale inflation rose less than expected in November as producer price growth slowed for a second straight month. The producer price index for final demand was flat month-over-month (s.a.). On an annual basis, headline PPI decelerated from 1.2% in October to 0.9% in November.

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69

Clever Girl Finance

DECEMBER 13, 2023

Saving money is an important task at any age, but as you hit your 40s, the need to save for retirement grows. While savers in their 40s and 50s typically have a decade or two left to save for retirement given the traditional age of 65, emphasizing saving now can set you up for a dream-worthy retirement. So, let’s explore how to save for retirement in your 40s and 50s.

Retirement 69

Retirement Accounting Taxes Insurance 69

Calculated Risk

DECEMBER 13, 2023

Statement here. Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. Here are the projections. Since the September projections were released, the economy has performed better than the FOMC expected, and inflation was below expectations. In September, the FOMC participants’ midpoint of the target level for the federal funds rate was at 5.1% at the end of 2024.

Banking 67

Banking Economy Marketing Marketing 67

Wealth Management

DECEMBER 13, 2023

More than 50 new ETFs launched in November.

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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

Trade Brains

DECEMBER 13, 2023

The year 2023 marks the return of TATA Group stocks in the primary market with the Tata Tech IPO after nearly 20 years. And it was a strong comeback as the shares listed at Rs. 1200 on the NSE against an issue price of Rs. 500. Tata Tech broke records, and the IPO was oversubscribed 69.43 times on the final day, with over 73.6 lakh applicants investing around Rs. 1.57 lakh crores.

Numbers 64

Numbers Retail Startup Investing 64

Advisor Perspectives

DECEMBER 13, 2023

Figuring out how to pay for college can be one of your biggest financial challenges, whether you’re a student or a parent who’s preparing to send one of your kids to school.

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64

Wealth Management

DECEMBER 13, 2023

Issue involved whether adopted individuals qualified as descendants.

Taxes 113

Taxes 113