Abnormal Returns
AUGUST 28, 2024
Podcasts Peter Lazaroff on why you don't have to pick stocks to be successful. (peterlazaroff.com) Barry Ritholtz talks with Prof. Aswath Damodaran about the lifecycle of companies. (ritholtz.com) Khe Hy talks with Rachel Feintzeig about the ins and outs of taking a sabbatical. (youtube.com) Retirement How to plan for retirement. (humbledollar.com) The case against downsizing in retirement.
Nerd's Eye View
AUGUST 28, 2024
Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans. Which wasn't necessarily a big issue back when most clients hired advisors after they had already retired and were able to roll over their employer plans into an IRA managed by the advisor; but as advisors have increasingly taken on working-age clients (and t
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Abnormal Returns
AUGUST 28, 2024
Markets The Fed's balance sheet continues to shrink. (sherwood.news) Money is flowing into the iShares 20+ Year Treasury Bond ETF ($TLT). (ft.com) The rise of Nvidia ($NVDA) is simply unprecedented. (sherwood.news) Companies Is any media companies actually investable? (hollywoodreporter.com) Will Japanese customers abide a takeover of 7-Eleven? (washingtonpost.com) Lego is still crushing it.
Nerd's Eye View
AUGUST 28, 2024
Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans. Which wasn't necessarily a big issue back when most clients hired advisors after they had already retired and were able to roll over their employer plans into an IRA managed by the advisor; but as advisors have increasingly taken on working-age clients (and t
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.
The Big Picture
AUGUST 28, 2024
Why Fees Really Matter with Eric Balchunas , Bloomberg Intelligence (Nov 8, 2023) Fees matter more than you think. Over the long term, the difference between a few basis points can turn into real, big money. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins us to discuss how fees can significantly impact your portfolio. ~~~ About this week’s guest: Eric Balchunas is been an ETF Analyst for Bloomberg Intelligence.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
AUGUST 28, 2024
It’s essential for traders to comprehend price movements using candlestick patterns, a crucial technical tool. Candlestick charts display patterns over a specific time period, providing insights into market trends such as reversals, continuations, or indecision. This article aims to examine the Bearish Mat Hold candlestick pattern, discussing its significance, features, and psychology, illustrated with chart examples.
Wealth Management
AUGUST 28, 2024
Wells Fargo is also named in a separate lawsuit filed this week. In it, a former client services associate alleges she was subject to continued mistreatment from a superior without action from the bank.
A Wealth of Common Sense
AUGUST 28, 2024
Today’s Animal Spirits is brought to you by YCharts: See here for 20% off your initial YCharts professional subscription On today’s show, we discuss: Federal Reserve Jackson Hole meeting Nvidia Is Up 2,000% Since 2019. These WSJ Readers Invested Early. Nvidia Rally Mints Millionaires Too Busy to Bask in New Wealth Crypto Bros Aren’t Flipping Watches.
Wealth Management
AUGUST 28, 2024
Two investors filed suits this week against the brokerage, claiming the Raymond James Bank Deposit Program benefitted the company at the expense of customers.
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.
Advisor Perspectives
AUGUST 28, 2024
By incorporating these practical suggestions into your meetings, you can effectively leverage the power of likability and high-quality evidence to build trust and increase your assets under management.
Wealth Management
AUGUST 28, 2024
Municipal borrowers have issued nearly $320 billion of long-term debt so far this year, a 37% increase from the same period a year ago.
Wealthfront
AUGUST 28, 2024
Is September the worst month for the US stock market? Depending on who you ask, maybe. This belief is so common that it has a name: the “September effect.” In this post, we’ll look at nearly a century of US stock market data to investigate whether there’s any truth to the idea that September is […] The post Is September the Worst Month for the Stock Market?
Wealth Management
AUGUST 28, 2024
Crux Wealth Advisors, a new RIA launched this month by advisor Travis Alexander, will use Arete's proprietary tech stack and its broker/dealer, alternatives investment and insurance services.
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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.
Random Roger's Retirement Planning
AUGUST 28, 2024
Some new, or just new to me, funds to take quick, introductory looks at and a theory. Earlier this month, Simplify launched the Gamma Emerging Market Bond ETF (GAEM). Despite the fund name and so many other Simplify funds using derivatives, GAEM appears to simply be a bond fund although it is quite a bit more exotic than most other emerging market bond funds, focusing on Latin America.
Wealth Management
AUGUST 28, 2024
The Investment Adviser Association argues the rule was “adopted largely as proposed” and is “too prescriptive.
Advisor Perspectives
AUGUST 28, 2024
Bitcoin's price rose above $64,000 but has drifted back down to $59,000 this past week. BTC is currently up ~35% year to date. Here are the latest charts on three of the largest cryptocurrencies by market share through 8/27/24.
Wealth Management
AUGUST 28, 2024
IntegriVest's founder shares her path to innovation and client-centric financial planning.
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
FMG
AUGUST 28, 2024
Leveraging video marketing can change the game for financial advisors. Studies show 79% of consumers would rather watch a video about a product than read about it (Animoto). Camera shy? You’re not alone! When we hosted a Video 101 Webinar , many of our attendees agreed that camera shyness was the first hurdle keeping them from maximizing their marketing.
Wealth Management
AUGUST 28, 2024
The days of equating ESG with the blacklisting of commodities are over, it seems.
Advisor Perspectives
AUGUST 28, 2024
The latest retail sales report seems to have given Wall Street something to cheer about. Headlines touting resilience in consumer spending increased hopes of a “soft landing” boosting the stock market.
NAIFA Advisor Today
AUGUST 28, 2024
Marie Gilmore O'Keefe’s career path has been anything but conventional. Her entry into the financial services sector came through a winding route that began in the world of food service and hospitality. The pivot from hospitality to financial services came when her mother-in-law’s financial advisor inquired about people looking for job opportunities, she suggested that Marie’s husband might be a fit.
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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.
Advisor Perspectives
AUGUST 28, 2024
The Big Tech boom is causing headaches for all-powerful index providers on Wall Street, who can send billions of benchmark-tracking dollars on the move with just a stroke of the pen.
Validea
AUGUST 28, 2024
The NASDAQ 100 has dominated all the other major indexes for a long time now. Due to its strong run, and the fact that jt is dominated by growth companies, many investors think that there is no value in the index. But our quantitative models would beg to differ. They are currently seeing value in some names within the index, including some big name stocks many look at as overvalued.
Advisor Perspectives
AUGUST 28, 2024
Watch the video above to get specific recommendations for how to think about a website revamp as a financial advisor, and when to redirect your attention to other initiatives.
Truemind Capital
AUGUST 28, 2024
Yes, why not? But Alas! I can not set up a BLUETOOTH connection between ‘My mind & the AI tool’. Else, I would have let both of them connect directly to ideate, brainstorm, structure, and proof-read the content. Would have been so much time-saving! Even the official LinkedIn website page says…” Don’t ask the tool to come up with ideas for you or help you brainstorm “ And also, “ Provide specific and detailed information on what you want to write about ” Which means the core time-
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!
Advisor Perspectives
AUGUST 28, 2024
As we enter a profoundly uncertain investing environment, we find this quote from one of the most influential photographers of the 20 th century to be incredibly apt in describing the opportunities in markets today.
Wealth Management
AUGUST 28, 2024
Thursday, October 17, 2024 | 4:00 PM ET
Advisor Perspectives
AUGUST 28, 2024
With a September interest-rate cut all but certain and attention turning to the pace of future reductions, Federal Reserve officials are coalescing around a gradual approach to the last mile of their inflation fight.
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