The Big Picture

APRIL 11, 2024

Confused about where we are today? A favorite exercise is to go back to first principles to consider how we got to where we are. (That is a favorite way to find fresh insights). On the equity side, you have to go back a century or so. Equities were considered speculative endeavors, best suited for gamblers and punters. The exceptions? A handful of “Widows & Orphan” stocks, like Ma Bell, some railroads, utilities and the rare bank that was not suffering regular runs.

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Commission Taxes Management Electronics 351

Abnormal Returns

APRIL 11, 2024

Markets These 15 stocks destroyed the most value in the past decade. (morningstar.com) Is the worst over for the UK stock market? (ft.com) Strategy All-time highs shouldn't prevent you from investing in the stock market. (theirrelevantinvestor.com) What perma-bears get wrong about this stock market. (theatlantic.com) Financial media Robinhood-backed ($HOOD) Sherwood News has launched.

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Media Financial Advising Economy Banking 279

A Wealth of Common Sense

APRIL 11, 2024

A reader asks: Instead of diversifying is it ever worth advising clients to build mental toughness? This would be similar to how we teach youth athletes to grow through losses and failures. Learning to take short term investing losses knowing over long term they will get larger gains in stocks. This is an excellent question because money is more about behavior than numbers.

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Numbers Clients Investing Investments 143

Abnormal Returns

APRIL 11, 2024

Books An excerpt from "The Weight of Nature: How a Changing Climate Changes Our Brains" by Clayton Page Aldern. (grist.org) A Q&A with Steven Kurutz author of "American Flannel: How a Band of Entrepreneurs Are Bringing the Art and Business of Making Clothes Back Home." (insidehook.com) Annie Duke talks with Michael Norton, author of "From Habit to Ritual, Harness the Surprising Power of Everyday Actions.

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Management Investing Investments 278

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

APRIL 11, 2024

The news comes just days after the firm revealed that CEO and founder Ron Carson was stepping down from his role to become chairman of the board.

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Wealth Management

APRIL 11, 2024

Professionals leading RIAs often see themselves primarily as advisors rather than business owners.

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Advisor Perspectives

APRIL 11, 2024

Wholesale inflation heated up last month but came in slightly lower than expected. The producer price index for final demand increased 0.2% month-over-month (s.a.). On an annual basis, headline PPI accelerated from 1.6% in February to 2.1% in March.

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Wealth Management

APRIL 11, 2024

The news comes just days after the firm revealed that CEO and founder Ron Carson was stepping down from his role to become chairman of the board.

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Marketing Marketing 122

Calculated Risk

APRIL 11, 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 March, Realtor.com reported inventory was up 23.5% YoY, but still down almost 38% compared to March 2017 to 2019 levels. Now - on a weekly basis - inventory is up 30.4% YoY. Realtor.com has monthly and weekly data on the existing home market.

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Sales Numbers Marketing Marketing 103

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

APRIL 11, 2024

JP Pattinson, wealth manager, vice president of technology and partner at Merit Financial Advisors, has helped shape the rapid expansion of the $10-billion-AUM firm through technology.

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Financial Advisor Wealth Management Management 122

Calculated Risk

APRIL 11, 2024

Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in March A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to March 2019 for each local market (some 2019 data is not available). This is the second look at several early reporting local markets in March.

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Marketing Marketing Sales 100

Wealth Management

APRIL 11, 2024

A cadre of US regulators are scrutinizing the firm’s efforts to prevent potential money laundering by wealthy clients.

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Clients 118

Random Roger's Retirement Planning

APRIL 11, 2024

There have been some engaging reader comments lately. One pushed back on the logic behind using the AGFiQ US Market Neutral Ant-Beta ETF (BTAL) in client accounts. It is a personal holding too. The commenter said that per Yahoo Finance it has a negative return and it is expensive. As far as being expensive, selling stocks short is expensive yes and the fund bears that expense.

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Management Taxes Accounting Portfolio 93

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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

APRIL 11, 2024

Accumulation-phase planning software won't cut it for solving your clients' complex retirement income puzzles, but there are dedicated applications that can.

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Retirement Distribution Clients Planning 116

Clever Girl Finance

APRIL 11, 2024

So many of us enjoy talking and dreaming about our goals, but achieving them is another issue. It’s exciting to think about the possibilities of what can happen when we accomplish new goals, but unfortunately, lots of us give up or don’t even get started. So in this article, I’m sharing 5 ways to achieve your goals: examples included. Remember that although achieving your goals is rarely easy, it’s totally worth it!

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Retirement Planning Accounting Budgeting 87

Wealth Management

APRIL 11, 2024

With this latest acquisition, Arax now has 120 advisors overseeing more than $16 billion in assets under management and advisement.

Assets 111

Assets Management 111

Million Dollar Round Table (MDRT)

APRIL 11, 2024

By Mike Beirne, Round the Table editor Great brands are shaped less from advertising, a company logo or by products and services and more so from the attributes that make a company stand out from the competition. Getting more granular, a great personal brand, according to Rory Vaden, a leading expert on the psychology of influence and co-founder of Brand Builders Group, is not self-centered but service centered.

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Clients Advertising Marketing Marketing 84

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

APRIL 11, 2024

Why this $1.5B Merrill Family Business Opted for Independence.

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Financial Advisor 111

The Irrelevant Investor

APRIL 11, 2024

Today’s Compound and Friends is brought to you by Global X: See here for more information on Global X’s full ETF suite On today’s show, we discuss: Hot inflation report derails case for Fed June rate cut Why have rate hikes not done anything? Larry Fink’s 2024 annual chairman’s letter to investors A meme stock for private companies The economics of American lotteries Subscrib.

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Economics 82

Wealth Management

APRIL 11, 2024

Matthew Gotlin will lead an expanded investment team focused on tax-efficient and tech-enabled investing and research.

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Investing Investments Taxes 111

Advisor Perspectives

APRIL 11, 2024

If the rising price of homeowners insurance were factored into the US Consumer Price Index — a key metric of inflation — it could have added 80 basis points, or about 0.8%, to last year’s CPI increase of 3.4%, according to an analysis from Bloomberg Intelligence.

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Insurance 74

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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

Wealth Management

APRIL 11, 2024

Key Advisors Wealth Management is the fourth firm to join Diversify Advisor Network’s new W-2 model.

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Wealth Management Management 110

Advisor Perspectives

APRIL 11, 2024

The labor force participation rate (LFPR) is a simple computation: You take the civilian labor force (people aged 16 and over employed or seeking employment) and divide it by the civilian non-institutional population (those 16 and over not in the military and or committed to an institution). As of March, the labor force participation rate is at 62.7%, up from the previous month.

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Wealth Management

APRIL 11, 2024

Six ways wirehouse advisors can ride off into the sunset without next-gen in the wings.

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Retirement 110

Advisor Perspectives

APRIL 11, 2024

In the week ending April 6, initial jobless claims were at a seasonally adjusted level of 211,000, a decrease of 11,000 from the previous week's revised figure. The latest reading is lower than the forecast of 216,000 jobless claims.

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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

Wealth Management

APRIL 11, 2024

Bitcoin use case adoption will determine its long-term trajectory.

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Fortune Financial

APRIL 11, 2024

Career change has become one of the defining characteristics of the modern workforce, leading to a significant issue for millions of Americans: the potential loss of 401(k) funds through oversight or lack of information. The reality for those with various employers is that untracked retirement savings might lead to missed financial growth opportunities and instability.

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Retirement Retirement Planning Financial Advisor Education 59

Advisor Perspectives

APRIL 11, 2024

The 20th century Baby Boom was one of the most powerful demographic events in the history of the United States. We've created a series of charts to show seven age cohorts of the employed population from 1948 to the present.

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