Abnormal Returns

JULY 10, 2024

Podcasts Barry Ritholtz talks with William Bernstein about changing your behavior for the better. (ritholtz.com) Sam Parr talks with Scott Galloway author of "The Algebra of Wealth: A Simple Formula for Financial Security." (podcasts.apple.com) Dan Haylett talks with David Blanchett about swapping 'financial independence' for retirement. (humansvsretirement.com) Thomas Kopelman and Jacob Turner talk retirement planning with Taylor Schulte.

Retirement Planning 275

Retirement Planning Retirement Financial Planning Banking 275

Nerd's Eye View

JULY 10, 2024

The Tax Cuts and Jobs Act (TCJA), passed in 2017, was one of the most extensive pieces of tax legislation to be passed in the last 30 years, touching many aspects of individual, corporate, and estate tax. However, most of TCJA's provisions are set to 'sunset' at the end of 2025 – an event that would have at least as much impact as TCJA's initial passage.

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Taxes Clients Planning Numbers 243

The Big Picture

JULY 10, 2024

Investing Is Hard with Brian Portnoy (July 10, 2024) Why is investing so hard? It’s because our brains have been trained, over thousands of years, to trust our fear instincts. In this episode, I speak with Brian Portnoy sits down with Barry Ritholtz to explain why humans aren’t built to be good investors. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries.

Investing 144

Investing Investments Numbers Portfolio 144

Calculated Risk

JULY 10, 2024

From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications decreased 0.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending July 5, 2024. Last week’s results included an adjustment for the July 4th holiday. The Market Composite Index, a measure of mortgage loan application volume, decreased 0.2 percent on a seasonally adjusted basis from one week earlier.

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Marketing Marketing 122

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.

Accounting

Wealth Management

JULY 10, 2024

It can be a “financial helping hand” and a great way to test-drive how well the adult kids will handle their inheritance when the time comes.

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119

Wealth Management

JULY 10, 2024

Francis Financial's Stacy Francis details her journey toward becoming a financial advisor and her firm's growth strategy.

Financial Advisor 116

Financial Advisor 116

Calculated Risk

JULY 10, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM: The Consumer Price Index for June from the BLS. The consensus is for a 0.1% increase in CPI, and a 0.2% increase in core CPI. The consensus is for CPI to be up 3.1% year-over-year and core CPI to be up 3.4% YoY. 8:30 AM: The initial weekly unemployment claims report will be released.

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Wealth Management

JULY 10, 2024

J.D. Power's annual advisor satisfaction survey found employee advisor satisfaction rose while indie advisor satisfaction dropped year-over-year.

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Advisor Perspectives

JULY 10, 2024

While the temperatures were rising, the U.S. stock market continued its climb higher as well. The S&P 500 returned 3.5% and Emerging Market stocks delivered an impressive 3.9%. Bonds also returned positively in June.

Marketing 91

Marketing Marketing 91

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

JULY 10, 2024

Open, honest and candid discussion about the job market, private equity in DC plans, Fi360's annuity tool and more.

Planning 119

Planning Marketing Marketing 119

A Wealth of Common Sense

JULY 10, 2024

Today’s Animal Spirits is brought to you by NEOS Investments and Fabric: See here for more information on NEOS income-focused funds Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: Where Have All the Good Stocks Gone? Why Your Fund Manager Can’t Beat Today’s Stock Market How many US passports are in circulation?

Marketing 84

Marketing Marketing Insurance Management 84

Wealth Management

JULY 10, 2024

Almost a third of the world’s millionaires will be in emerging markets by 2028, according to the Global Wealth Report 2024, as the millionaire population increases in nearly every country.

Marketing 91

Marketing Marketing 91

Calculated Risk

JULY 10, 2024

From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. In terms of total carloads, we’re in a period when the changes are not positive. Total originated carloads on U.S. railroads in the second quarter of 2024 were down 4.8%, or 140,915 carloads, from the second quarter of 2023. That was the biggest year-over-year quarterly percentage decline for total carloads since Q4 2020.

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Advertisement

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

JULY 10, 2024

The IRS shifts its audit focus to a wider income range.

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128

Advisor Perspectives

JULY 10, 2024

Trust is a precious commodity and the importance of authenticity cannot be overstated. Whether in healthcare, education, or business, being genuine and transparent is essential for building strong, lasting relationships. However, nowhere is this truer than in the financial advisory industry.

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Financial Advising Healthcare Education 64

Wealth Management

JULY 10, 2024

Vance Howard’s HCM Tactical Growth Fund has beaten 96% of its peers over the last five years with an annualized gain of 20%.

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101

Advisor Perspectives

JULY 10, 2024

AI and automation will revolutionize the financial advisory industry. These technologies enhance efficiency, improve client communication, and enable data-driven decision-making. By 2035, AI will be integral to most advisory firms.

Communication 64

Communication Clients 64

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

JULY 10, 2024

Rev. Proc. 2024-22 relates to organizational requirements and exempt purposes.

Taxes 110

Taxes 110

Advisor Perspectives

JULY 10, 2024

Piper Sandler & Co. is eliminating its price target for the S&P 500 Index. Its Wall Street counterparts should follow suit.

Marketing 64

Marketing Marketing 64

Wealth Management

JULY 10, 2024

Global regulators are scrutinizing the opaque business of offshore pension management.

Retirement 103

Retirement Management 103

NAIFA Advisor Today

JULY 10, 2024

Panos Leledakis , a dynamic financial advisor and tech enthusiast, has revolutionized client engagement with cutting-edge digital strategies. With an impressive 25-year career spanning multiple countries, he has become a thought leader in utilizing AI and other technologies in the financial services industry. As a NAIFA member and a keynote speaker, Panos is committed to helping advisors implement technology into their practices to enhance productivity and service.

Financial Advising 52

Financial Advising Financial Services Financial Advisor Insurance 52

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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

JULY 10, 2024

Wednesday, July 24, 2024 | 2:00 PM Eastern Daylight Time

Marketing 105

Marketing Marketing 105

Trade Brains

JULY 10, 2024

The stock market plays a crucial role in economic growth, wealth creation, and investment opportunities. It enables investors to grow wealth through dividends and capital gains. The stock exchange ensures efficient capital allocation and economic expansion. Mandatory financial disclosure for listed companies encourages transparency, benefiting informed investment decisions.

Healthcare 52

Healthcare Manufacturing Distribution Financial Services 52

Random Roger's Retirement Planning

JULY 10, 2024

We've had quite a few conversations lately about the importance of uncorrelated return streams. The concept is not new to the blog but the phrasing is. Portfoliovisualizer's correlation tool is very handy to grab the numbers but I think there needs to be some measure of why return streams are uncorrelated. Doing this between many different return streams (alt strategies) may not be plausible but a few should be.

Assets 52

Assets Management Numbers Taxes 52

Advisor Perspectives

JULY 10, 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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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

Indigo Marketing Agency

JULY 10, 2024

Financial advisors often approach marketing timidly or sporadically, never knowing how to create publish-worthy content. And even when they strike gold with content that resonates, they often don’t know what to do with it. Post it once, get a few likes, and let it fade away into obscurity forever? There are better ways. Here are 5 ways to maximize the mileage you get out of each post, blog, video, report, and email you create so you can get more exposure, start more conversations, and do more

Financial Advisor 52

Financial Advisor Engineering Marketing Marketing 52

Advisor Perspectives

JULY 10, 2024

Microsoft Corp. and Apple Inc. dropped plans to take board roles at OpenAI in a surprise decision that underscores growing regulatory scrutiny of Big Tech’s influence over artificial intelligence.

Planning 52

Planning 52

Validea

JULY 10, 2024

When evaluating potential investments, many investors focus on dividend yield as a key metric. However, shareholder yield offers a more comprehensive picture of how companies return value to shareholders. Let’s explore this concept and examine five stocks that currently score highly according to Validea’s models. What is Shareholder Yield?

Valuation 52

Valuation Retail Transportation Taxes 52