The Big Picture
MARCH 15, 2024
We sometimes say “Demographics is Destiny,” but that’s abstract. To get a visual sense of what that looks like, see the above chart (via Blackrock ) showing the distribution of various age groups from 2075 to 2050. Note bars in Red are not in the workforce. The post U.S. population distribution, 1975-2050 appeared first on The Big Picture.
Abnormal Returns
MARCH 15, 2024
Crypto How spot Bitcoin ETFs are managed in real life. (davenadig.substack.com) Wealth management firm Cetera Financial Group has approved four spot Bitcoin ETFs. (theblock.co) Matt Reustle talks the FTX restructuring with Erin Broderick who is a restructuring and insolvency specialist at Eversheds Sutherland. (joincolossus.com) Crypto riches could fuel another bull market in used Rolexes.
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A Wealth of Common Sense
MARCH 15, 2024
There are two types of inflation rates that matter. Economists and market observers care about the government reported data — CPI, core PCE, ex-shelter, whatever your preferred method is. Everyday Americans only care about two price points — gas and grocery store prices. Why is this the case? These are the prices you experience on a regular basis.
Abnormal Returns
MARCH 15, 2024
Immigration Cardiff Garcia talks immigration with Andrew Selee who is the head of the Migration Policy Institute. (podcasts.apple.com) Stephen Dubner and guests on America's 'supremely messed-up immigration system.' (freakonomics.com) Innovation Cameron Passmore and Justin Carbonneau talk with Adam Alter, whose new book "Anatomy of a Breakthrough: How to Get Unstuck When It Matters Most.
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.
Alpha Architect
MARCH 15, 2024
In their two papers, Goulding, Harvey, and Mazzoleni showed that observed market corrections and rebounds carry predictive information about subsequent returns and showed how that information could be utilized to enhance the performance of trend-following strategies by dynamically blending slow and fast momentum strategies based on four-state cycle-conditional information.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MARCH 15, 2024
Advisors are increasingly relying on technology to become more efficient and streamline operations. Urs Bolt details what's driving this shift.
Advisor Perspectives
MARCH 15, 2024
The S&P 500 fell 0.7% on Friday which led to a weekly loss of 0.1%. The index has declined for two straight weeks for the first time since October. With that said, t he index is currently up 7.89% year to date and has set a new record closing high 17 times so far this year.
Wealth Management
MARCH 15, 2024
(Bloomberg) -- Cathie Wood is a lot of things to a lot of people in St. Petersburg, Florida. Her Ark Investment Management is the lead tenant on a state-of-the-art startup incubator.
Discipline Funds
MARCH 15, 2024
1) Why the high inflation reading is good news. I was on Schwab Network earlier this week discussing why , despite a few upside surprises, inflation is still in a downtrend. This sounds a bit counterintuitive, but the upside surprises are still primarily due to the shelter component of CPI which is bad news in the short-term and good news in the long-term.
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.
Wealth Management
MARCH 15, 2024
FINRA argued Osaic Wealth (formerly Royal Alliance) and Securities America didn’t have proper cyber controls in place at branch offices, resulting in dozens of breaches over several years.
Advisor Perspectives
MARCH 15, 2024
Consumer sentiment moved little in March according to the preliminary report for the Michigan Consumer Sentiment Index. The index fell 0.4 points (0.5%) to 76.5 from the February final. The latest reading was below the forecast of 77.1.
Wealth Management
MARCH 15, 2024
Also, Brooke Juniper was named the new CEO Of TIFIN’s CIO platform Sage and FusionIQ has appointed John Phillips as a senior strategic advisor.
Calculated Risk
MARCH 15, 2024
From BofA: Since our update last week, 1Q GDP tracking is up one-tenth to 2.4% q/q saar ; 4Q tracking is up three-tenths to 3.6% q/q saar. [Mar 15th estimate] emphasis added From Goldman: We left our Q1 GDP tracking estimate unchanged after rounding at +2.2% (qoq ar) and our Q1 domestic final sales forecast also unchanged at +2.5% (qoq ar). [Mar 6th estimate] And from the Altanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2
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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
MARCH 15, 2024
Concurrent attracts three advisors, Carson Group announces two additions, Realta Wealth names new CFO and Savant Wealth add to board.
Advisor Perspectives
MARCH 15, 2024
Industrial production inched up 0.1% in February, better than the projected 0.0% growth. Compared to one year ago, industrial production is down 0.2%.
Wealth Management
MARCH 15, 2024
Christopher P. Woehrle discusses a court case that focuses on how to document correctly the charitable deduction from a syndicated conservation easement.
Advisor Perspectives
MARCH 15, 2024
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of March 1st, the index was at 19.176, up 0.550 from the previous week, with 4 of the 6 components in expansion territory.
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
MARCH 15, 2024
Martin M. Shenkman and Joy Matak discuss options a client can explore when considering whether to use a trust to fund their beneficiary’s purchase of a home.
Advisor Perspectives
MARCH 15, 2024
Japan is back, China is over. Only a few years ago, such an assertion would have been dismissed out of hand. The latter was on the road to economic dominance and the former languished, characterized by endless stimulus that produced little tangible benefit, and doomed by a shrinking population.
Wealth Management
MARCH 15, 2024
The Swiss bank has a better wealth management franchise outside the U.S., according to a JPMorgan analyst.
Advisor Perspectives
MARCH 15, 2024
Manufacturing activity continued to decline in New York State, according to the Empire State Manufacturing March survey. The diffusion index for General Business Conditions fell to -20.9 from -2.4 in February. This morning's reading was worse than the forecast of -7.0.
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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
MARCH 15, 2024
Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.
Calculated Risk
MARCH 15, 2024
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in February A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to February 2019 for each local market (some 2019 data is not available). This is the third look at several local markets in February. I’m tracking about 40 local housing markets in the US.
Wealth Management
MARCH 15, 2024
Will the upcoming FOMC meeting tip off a trading frenzy?
Calculated Risk
MARCH 15, 2024
From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 4.40 million in February , up 10% from January’s preliminary pace but down 2.9% from last February’s seasonally adjusted pace.
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
MARCH 15, 2024
Legal Editor Anna Sulkin Stern discusses this month's cover art.
NAIFA Advisor Today
MARCH 15, 2024
Jill Judd is a distinguished Life Underwriting Training Council Fellow (LUTCF), Financial Services Specialist (FSS), and Retirement Income Certified Professional (RICP) with extensive experience in the insurance industry. Her professional mission is to provide individuals with the necessary tools and resources to manage the risks of everyday life, recover from unexpected events, and achieve their aspirations.
Wealth Management
MARCH 15, 2024
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