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.
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.
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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.
Abnormal Returns
JULY 10, 2024
Markets 2024 is the year of the megacap. (bilello.blog) Why market strategists are ditching S&P 500 price targets. (axios.com) Indexing Just how much has indexing affected markets? (institutionalinvestor.com) Why indexing will never take over the market. (jlcollinsnh.com) Strategy Why international diversification still makes sense. (morningstar.com) Does 'skin in the game' matter?
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
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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Calculated Risk
JULY 10, 2024
From Dodge Data Analytics: Dodge Momentum Index Gained 10% in June The Dodge Momentum Index (DMI), issued by Dodge Construction Network, increased 10.4% in June to 198.6 (2000=100) from the revised May reading of 179.9. Over the month, commercial planning increased 14.5% and institutional planning ticked up 0.2%. “Data centers continued to dominate planning projects in June – fueling another strong month for commercial planning,” stated Sarah Martin, associate director of forecasting at Dodge Co
Wealth Management
JULY 10, 2024
Francis Financial's Stacy Francis details her journey toward becoming a financial advisor and her firm's growth strategy.
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.
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.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
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.
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?
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.
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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Finance Transformation Myths Busted Over 75% of organizations struggle to define the right success metrics to benchmark the impact of their finance transformation investment. Whether you are just initiating your digital transformation journey or planning to pitch your next AI project to leadership, without the right metrics and a rigorous tracking process - all your efforts might go to waste!
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.
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.
Wealth Management
JULY 10, 2024
The IRS shifts its audit focus to a wider income range.
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.
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
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%.
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.
Wealth Management
JULY 10, 2024
Rev. Proc. 2024-22 relates to organizational requirements and exempt purposes.
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.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
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.
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.
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.
Validea
JULY 10, 2024
Below is our trend following update for July of 2024. Our trend following system uses multiple moving averages to identify the long-term trend in a variety of equity indexes, asset classes, sectors and investment styles. With the continued bull market, most equity indexes and asset classes remain in uptrends, with the one exception being Bank Loans.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
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.
Wealth Management
JULY 10, 2024
Global regulators are scrutinizing the opaque business of offshore pension management.
Advisor Perspectives
JULY 10, 2024
Life has been getting busier for investment bankers, but dealmakers aren’t cashing any checks yet. A stream of big-ticket merger and acquisition announcements this year bodes well for future revenue and bonuses, but no one gets paid until deals are completed. And that might not happen until late 2024 or even next year.
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