Abnormal Returns
FEBRUARY 19, 2024
Podcasts Peter Lazaroff dives deeper into equity compensation with Derek Jess of Plancorp. (peterlazaroff.com) Why older women are saying no to marriage, largely for money reasons. (washingtonpost.com) Daniel Crosby offers another sneak preview of an essay from his upcoming book, "The Soul of Wealth." (standarddeviationspod.com) Trends The wealth management industry is going to be slammed with demand.
Nerd's Eye View
FEBRUARY 19, 2024
The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. Hosted by Joel Bruckenstein and his team from T3 Consulting, the conference focused heavily on the relationship between financial advice and its accompanying fintech, covering everything from how AI and other tech developments are changing the advisor landscape in unprecedented ways to the importa
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The Big Picture
FEBRUARY 19, 2024
How can we tell if the things we do as investors have a net positive impact on our future returns? When a professional baseball player adjusts their swing, they have a lot of “pre-“ and “post-” data to analyze. Did their On-Base percentage, Batting average, RBIs, and Slugging percentage improve? They can tell, usually within a few weeks, if the adjustments they made are working or not.
Calculated Risk
FEBRUARY 19, 2024
Altos reports that active single-family inventory was down 0.2% week-over-week. I expect inventory to bottom in February this year, as opposed to mid-April in 2023. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of February 16th, inventory was at 494 thousand (7-day average), compared to 495 thousand the prior week.
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.
A Wealth of Common Sense
FEBRUARY 19, 2024
Today’s Talk Your Book is brought to you by Innovator Capital Management We had Co-Founder and CEO Bruce Bond back on the show to discuss their latest defined income and outcome products. On today’s show, we discuss: The AUM growth for Innovator How market prices affect investor behavior, and buffer ETF fund flows Who Parametric is and the product that Innovator launched with Parametric How equity floor ETFs.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
FEBRUARY 19, 2024
Do you have the right tools in place to achieve tax alpha?
Darrow Wealth Management
FEBRUARY 19, 2024
Investors can wind up with a concentrated stock position in different ways. But it’s most often from an inheritance, founder, or employee with company stock. Or a long-term investor bought shares years ago, the stock did well, and the investor simply never took profits. But because stocks don’t only go up, it’s important to have proper risk mitigation and diversification strategies once a concentrated stock holding is identified.
Calculated Risk
FEBRUARY 19, 2024
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in January; California Home Sales Up 5.9% YoY in January A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to January 2019 for each local market (some 2019 data is not available). This is the third look at several local markets in January.
WiserAdvisor
FEBRUARY 19, 2024
Blind spots in retirement planning are those aspects that are often overlooked, either intentionally or subconsciously. From seemingly harmless low-interest debt to underestimating the emotional impact of transitioning out of the workforce, various factors can disrupt your peace of mind during your retirement years. Overcoming these challenges can prove difficult if not addressed in retirement planning well in advance.
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.
Calculated Risk
FEBRUARY 19, 2024
Weekend: • Schedule for Week of February 18, 2024 Tuesday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are mostly unchanged (fair value). Oil prices were up over the last week with WTI futures at $79.28 per barrel and Brent at $83.28 per barrel. A year ago, WTI was at $76, and Brent was at $83 - so WTI oil prices were up 4% year-over-year.
Trade Brains
FEBRUARY 19, 2024
A debt-free company is always looked at with a positive outlook, as there is less risk of bankruptcy and management looks confident. In this article, we will look into a few of the best debt-free stocks that are below Rs 500. Keep reading to learn about it. Best Debt-Free Stocks Under Rs 500 #1: ITC Ltd ITC Limited , founded in 1910, is a conglomerate involved in various industries such as fast-moving consumer goods (FMCG) such as food, personal care, cigarettes, education and stationery product
Norman Marks
FEBRUARY 19, 2024
I find it frustrating to see so many so-called experts calling for internal auditors to grab the latest technology, the latest being generative artificial intelligence (AI), and find a way to use it. Let me tell you this: artificial intelligence is not always that intelligent!
Trade Brains
FEBRUARY 19, 2024
A debt-free company is always looked at with a positive outlook, as there is less risk of bankruptcy and management looks confident. In this article, we will look into a few of the best debt-free stocks that are below Rs 500. Keep reading to learn about it. Best Debt-Free Stocks Under Rs 500 #1: ITC Ltd ITC Limited , founded in 1910, is a conglomerate involved in various industries such as fast-moving consumer goods (FMCG) such as food, personal care, cigarettes, education and stationery product
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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.
Accounting for Good
FEBRUARY 19, 2024
Getting onboard with Accounting For Good improves your day to day processes and ensures high-performance support.
Trade Brains
FEBRUARY 19, 2024
Solar Industries : T he global industrial explosives industry anticipates annual growth, projecting a value surpassing US$ 16 billion by 2028. According to Mint, the Indian explosive industry is growing rapidly with annual usage at 500,000 tonnes, and is expected to reach $159.2 million by 2028. The explosive industry’s robust growth can be attributed to a significant surge in demand, particularly driven by the mining, construction, and infrastructure sectors.
NAIFA Advisor Today
FEBRUARY 19, 2024
NAIFA's Congressional Conference shines a spotlight on NAIFA's unmatched advocacy influence and provides financial professionals with another way to serve consumers' best interests. NAIFA members who meet with their members of Congress this May will not only be advocating for their own businesses but also for their colleagues, clients, and communities.
Validea
FEBRUARY 19, 2024
In our Show Us Your Portfolio series, we have take a deep dive into the investment strategies of many great investors. But one thing we noticed was missing from those episodes was how that strategy intersects with our guests’ mission in life. Our new series, The Intentional Investor seeks to address that issue and focus on the intersection of portfolio and purpose.
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
Don Connelly & Associates
FEBRUARY 19, 2024
As a financial advisor, your most valuable resource is your time. If you are not in control of how you spend your time, then you are not in control of your results. Controlling your time and injecting your schedule with the right mix of high-payoff activities is vital to achieving your goals. However, time is a diminishing resource, which is why it's so valuable yet so challenging to manage.
Zoe Financial
FEBRUARY 19, 2024
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 19, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was down 0.4% for the week Nasdaq was down 1.3%. Oil was the outlier, up 1.8%. What drove market action? Inflation data that came out for January. CPI (consumer side) Headline CPI came in at 3.1 – expectation was 2.9.
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