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 318

Numbers Government Assets Management 318

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 278

Assets Financial Advising Media Economy 278

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 This can allow individuals to save a significant amount that can be withdrawn tax-free for medical expenses later in retirement.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 217

Retirement Medical Taxes Planning 217

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?

Retirement 260

Retirement Taxes Numbers 260

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Accounting

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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Wealth Management

DECEMBER 13, 2023

More than 50 new ETFs launched in November.

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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

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

Estate Planning 122

Estate Planning Planning 122

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: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

Assets

Wealth Management

DECEMBER 13, 2023

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

Clients 119

Clients 119

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 98

Budgeting Planning Financial Planning Accounting 98

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

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 97

Budgeting Medical Accounting Transportation 97

Speaker: Aaron Berson

Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g

Management

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 116

Retirement 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?

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Sales Electronics Investments Investing 96

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 115

Management Investing Investments Assets 115

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 89

Retirement Accounting Taxes Insurance 89

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.

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 88

Retirement Planning Financial Planning Retirement Planning 88

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 108

Financial Advisor 108

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

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Portfolio Taxes Investments Investing 75

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

Clients

Wealth Management

DECEMBER 13, 2023

Issue involved whether adopted individuals qualified as descendants.

Taxes 106

Taxes 106

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.

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Marketing Marketing Investing Investments 70

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.

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Management Investing Investments 99

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 69

Banking Economy Marketing Marketing 69

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

Transcript of Episode 89 of 401(k) Real Talk.

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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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Wealth Management

DECEMBER 13, 2023

Kate Swimley was hired this month to cover the ultra-wealthy for Apollo’s family office business after almost a decade at BlackRock.

Insurance 73

Insurance 73