Abnormal Returns
OCTOBER 14, 2024
Podcasts Daniel Crosby talks with Michael Finke about how to deal with market volatility in retirement. (standarddeviationspod.com) Brendan Frazier talks with Kathi Balasek about communicating with grieving clients. (podcasts.apple.com) Eric Golden talks with Robbie Cannon is the founder of Horizon Investments about the blurring of lines between asset and wealth management.
Nerd's Eye View
OCTOBER 14, 2024
Independent Registered Investment Advisors (RIAs) often face significant challenges in attracting advisors who can proactively generate new business. Many employee advisors gravitate toward service-oriented roles; this preference often stems from their initial motivation for entering the profession – wanting to help clients or perform the more analytical aspects of investing and financial planning.
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Abnormal Returns
OCTOBER 14, 2024
Markets Checking in on the bull market, two years in. (optimisticallie.com) It's hard to find a losing asset class this year. (capitalspectator.com) olatility An explanation for why the VIX is seemingly elevated. (sherwood.news) In contrast, the MOVE index ain't doing much. (mrzepczynski.blogspot.com) Strategy Five lessons from five great investing books.
The Big Picture
OCTOBER 14, 2024
My back-to-work-because-Columbus-Day-is-no-longer-a-market-holiday morning reads: • If you think grocery prices take a big bite out of your paycheck in the US, check out the rest of the world : What’s more, it’s important to note that food prices in the U.S. — relatively speaking — are the cheapest in the world, and have been for a long time.
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.
Fortune Financial
OCTOBER 14, 2024
It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities. While such a simple asset allocation may work for many investors, it is my view that too little thought is given to other diversification tools that may enhance a portfolio by addressing some vulnerabilities that can result when a portfoli
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
XY Planning Network
OCTOBER 14, 2024
So you’ve set up your books, perhaps in one of our Set-up & Training Workshops ; now what? Keeping your books clean and up to date is essential, especially in the highly regulated financial services industry. Auditors will request a Balance Sheet, P&L, General Ledger, and Reconciliation reports. Having your accounting in a system such as QuickBooks Online allows you to easily pull these reports at a moment’s notice.
Trade Brains
OCTOBER 14, 2024
For the past 2 to 3 years, Chemical stocks have faced challenges due to China’s overcapacity. Investors see opportunities as global supply chains shift and demand for specialty chemicals grows. Commodity chemicals can not provide an edge over China’s supply but specialty chemicals can allow competition. Consolidation within the sector may lead to stronger, more competitive firms with improved economies of scale due to increasing capacity.
Wealth Management
OCTOBER 14, 2024
PEAK, which has 120 advisors, will operate as a separate subsidiary of Thurston Springer, with its three businesses remaining registered entities.
NAIFA Advisor Today
OCTOBER 14, 2024
Congratulations to Life Happens , which joined NAIFA as our consumer-education community last year and is celebrating its 30 th anniversary today. NAIFA was a key player among the industry organizations that founded Life Happens in 1994 to educate consumers about life insurance and related products.
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.
Carson Wealth
OCTOBER 14, 2024
More New Highs for 2024 We might sound like a broken record, but stocks made more new highs last week. The S&P 500 is now up five weeks in a row, something it has done only two other times so far this year, falling during the sixth week each time. In fact, it hasn’t been up six weeks in a row since late 2023. Nonetheless, the S&P 500 is now up to 45 all-time highs in 2024, which already ranks as the ninth most ever.
Random Roger's Retirement Planning
OCTOBER 14, 2024
I stumbled into yet another new (to me) ETF to kind of experiment with. For now, I'm going to leave the name out of it and just call it the Mystery ETF and to make the post easier for everyone, lets give it symbol $$F. I'll share the name on a subsequent post. This should be a good way to work through the expectation that a fund is setting, whether it generally meets that expectation and how it might fit into a simple portfolio.
Wealth Management
OCTOBER 14, 2024
The suits filed in New York’s Southern District were filed the same day Wells Fargo revealed a $128 million loss in net interest income after the firm raised its sweep deposit rates.
Advisor Perspectives
OCTOBER 14, 2024
The looming wealth transfer from Baby Boomers and the Silent Generation to younger generations is set to reshape the financial landscape in unprecedented ways. Estimated at $84 trillion, this transition is a huge financial event.
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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
OCTOBER 14, 2024
A recent BBH survey highlights the tough conversations needed before a transition.
Advisor Perspectives
OCTOBER 14, 2024
The top corporate conference calls are attended by dozens of Wall Street analysts whose job it is to maintain detailed earnings and valuation models filled with minutiae. Quarter after quarter, they populate their spreadsheets with revenue and cost assumptions to predict exactly what earnings per share will be months and years into the future.
Wealth Management
OCTOBER 14, 2024
The former RBC Capital Markets team will join Raymond James’ employee advisor channel.
Advisor Perspectives
OCTOBER 14, 2024
Chinese stocks overcame a bout of early volatility to post their biggest gain in a week on Monday, suggesting that investors are hopeful the government will deliver on its promise of more fiscal support.
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 14, 2024
Much of what people learn about money comes from what their parents teach them.
Norman Marks
OCTOBER 14, 2024
Writing a novel was fun, especially as I have been told it is quite entertaining. But I am back to the more serious business of writing about internal auditing and risk management, this time it’s a book about how to audit risk management. It’s a challenge.
Wealth Management
OCTOBER 14, 2024
And some strategies to potentially mitigate them.
Calculated Risk
OCTOBER 14, 2024
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in September A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to September 2019 for each local market (some 2019 data is not available). This is the second look at several early reporting local markets in September.
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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.
Wealth Management
OCTOBER 14, 2024
Lessons that could ignite the 401(k) world and enable convergence.
Financial Symmetry
OCTOBER 14, 2024
We’re excited to shine a spotlight on one of the key members of our team, Catherine Tillery, our Senior Tax Planner. With years of experience, a deep knowledge of tax planning, and a genuine passion for helping others, Catherine brings … Continued The post Spotlight on Catherine: Our Senior Tax Planner Extraordinaire appeared first on Financial Symmetry, Inc.
Wealth Management
OCTOBER 14, 2024
And some strategies to potentially mitigate them.
A Wealth of Common Sense
OCTOBER 14, 2024
Today’s Talk Your Book is sponsored by STF Management See here for more information on their tactical and tactical income ETFs On today’s show, we discuss: Who STF Management is and what their products aim to do How the STF tactical rules work The biggest risk to passive call option strategies What risk off and risk on mean within the tactical model What a fair period of time is to judge trend following perfo.
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
OCTOBER 14, 2024
Tailoring strategies to empower both young and veteran advisors.
Advisor Perspectives
OCTOBER 14, 2024
The latest Employment Situation Report released on October 4, 2024, showed nonfarm payrolls increasing by 254,000 in September, with the unemployment rate holding steady at 4.1%.
Trade Brains
OCTOBER 14, 2024
Hyundai India’s IPO Plans and Market Implications The Indian automotive landscape is about to witness a seismic shift as Hyundai Motor India gears up for a groundbreaking initial public offering (IPO). This move isn’t just another corporate manoeuvre. It’s set to be the largest IPO in Indian history, with Hyundai aiming to raise an impressive ₹27,870 crore.
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