Abnormal Returns
NOVEMBER 13, 2024
Podcasts Dan Haylett talks retirement transitions with Victoria Barker, co-founder of Beyond Your Career. (humansvsretirement.com) Katie Gatti Tassin talks money dysmorphia with Clay Cockrell, a therapist for the ultra high-net worth crowd. (podcast.moneywithkatie.com) Home ownership Should you put down more than 20% on a new home? (ofdollarsanddata.com) Add rising HOA fees to the rising costs of home ownership.
Calculated Risk
NOVEMBER 13, 2024
From the NY Fed: Household Debt Rose Modestly; Delinquency Rates Remain Elevated The Federal Reserve Bank of New York’s Center for Microeconomic Data today issued its Quarterly Report on Household Debt and Credit. The report shows total household debt increased by $147 billion (0.8%) in Q3 2024, to $17.94 trillion. The report is based on data from the New York Fed’s nationally representative Consumer Credit Panel.
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Wealth Management
NOVEMBER 13, 2024
The Counselors of Real Estate identified some key trends to keep in mind for anyone considering investing in commercial real estate.
Calculated Risk
NOVEMBER 13, 2024
Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned when services less rent of shelter was up around 8% year-over-year. This declined, but is still elevated, and is now up 4.5% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through September 2024.
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.
Wealth Management
NOVEMBER 13, 2024
While it joins a profusion of AI-powered communications applications, the startup's advisors have plenty of industry experience.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
NOVEMBER 13, 2024
Advise clients of economic opportunities and potential shifts based on political developments.
XY Planning Network
NOVEMBER 13, 2024
As XYPN celebrates its 10th anniversary, we're also marking the 8th edition of our Annual Benchmarking Study. What began as a way to understand the growth of fee-for-service advisory firms has now become an essential resource for advisors navigating this evolving space.
Wealth Management
NOVEMBER 13, 2024
Fresh off its acquisition of a $45 billion RIA, Pathstone taps former Schwab exec Eddie Brown to lead its organic growth and business development initiatives.
Alpha Architect
NOVEMBER 13, 2024
Measures of asset growth add considerable explanatory power to asset pricing models, but wait, there’s a twist. The formulation for measuring asset growth in risk models, such as the 5-Factor Fama-French (FF5F) or the Hou-Xue-Zhang (HXZ), do not necessarily align with traditional measures of firm investment even though they seem to be a good statistical [.
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
NOVEMBER 13, 2024
Adventure racing has tested Opto CEO Ryan VanGorder’s physical and mental limits, and fueled his life and approach to business.
Advisor Perspectives
NOVEMBER 13, 2024
In this month’s video, we explore how you can promote your work as an advisor in a way that feels deeply aligned with who you are.
Wealth Management
NOVEMBER 13, 2024
Open, honest and candid discussion about the job market, the IRA rollover process, Empower's results, Hightower's NEPC deal and more.
Calculated Risk
NOVEMBER 13, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 255 thousand initial claims, up from 221 thousand last week. • Also at 8:30 AM, The Producer Price Index for October from the BLS. The consensus is for a 0.3% increase in PPI, and a 0.2% increase in core PPI.
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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
NOVEMBER 13, 2024
Constellation Wealth Capital's Lisa Crafford discusses the power of mentorship, strategic growth approaches and the importance of fostering a strong community.
Calculated Risk
NOVEMBER 13, 2024
Today, in the Calculated Risk Real Estate Newsletter: NY Fed: Mortgage Originations by Credit Score, Delinquencies Increase, Foreclosures Remain Low A brief excerpt: The first graph shows mortgage originations by credit score (this includes both purchase and refinance). Look at the difference in credit scores in the recent period compared to the during the bubble years (2003 through 2006).
Wealth Management
NOVEMBER 13, 2024
What can we expect in the next four years?
Calculated Risk
NOVEMBER 13, 2024
The Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.3% in October. The 16% trimmed-mean Consumer Price Index increased 0.3%. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI report".
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
NOVEMBER 13, 2024
Icon Wealth Partners, Edge Capital Partners, Seasons of Advice Wealth Management and One Charles Private Wealth have all filed to leave the pact this month.
Advisor Perspectives
NOVEMBER 13, 2024
Warren Buffett created Berkshire Hathaway Inc.’s Class B shares almost 30 years ago to stymie money managers who sought to split the high-priced conglomerate’s stock.
Wealth Management
NOVEMBER 13, 2024
A new Cerulli report lists integrated technology platforms and advisor succession planning among the top reasons RIAs find consolidators attractive.
Financial Symmetry
NOVEMBER 13, 2024
An inherited IRA is essentially an IRA received by a beneficiary after the original owner passes away. Whether it’s a spouse, child, or another loved one, the key characteristic of an inherited IRA is that it transitions ownership upon death. … Continued The post Navigating Inherited IRA Rules – Part 1, Ep #228 appeared first on Financial Symmetry, Inc.
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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
NOVEMBER 13, 2024
Kiwoom Securities Co. has teamed up with Tidal Investments to form an ETF designed to provide 200% the daily performance of Berkshire Hathaway.
Accounting for Good
NOVEMBER 13, 2024
Retaining talented employees is crucial for any organisation, and for not-for-profits, it can be particularly challenging.
Random Roger's Retirement Planning
NOVEMBER 13, 2024
Before we start, a quick follow up on Bitcoin. Mike Novogratz of Galaxy Digital said the following. At $500,000 we would have a nice gain of course but that price level solves absolutely none of the world's problems. On to today's post. We have a lot of fun here with portfolio theory. The conversation sometimes looks at some pretty extreme ideas with thought process being not to adopt extreme ideas to actually use but what can we learn and should the extreme have a little influence over how the
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
NOVEMBER 13, 2024
Bitcoin's price climbed above the $90,000 level this past week. BTC is currently up ~99% year-to-date. Here are the latest charts on three of the largest cryptocurrencies by market share through 11/12/24.
Accounting for Good
NOVEMBER 13, 2024
Not For Profit organisations (NFPs) are not immune to cybercrime. Hackers are becoming more sophisticated and targeting a broader range of victims.
Advisor Perspectives
NOVEMBER 13, 2024
Inflation rose slightly to snap a six-month cooling streak in October. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index fell to 2.6% year-over-year, right in line with economist expectations. Additionally, core CPI came in at 3.3% as expected.
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