Abnormal Returns

NOVEMBER 7, 2024

Books A Q&A with Jon Grinspan’s book author of "The Age of Acrimony: How Americans Fought To Fix Their Democracy, 1865-1915." (politico.com) Five insights from Keith Payne's "Good Reasonable People: The Psychology Behind America’s Dangerous Divide." (nextbigideaclub.com) Longreads On the parallels between China today and Gilded Age America. (construction-physics.com) Why this year's Nobel Prizes in Economics are controversial.

Economics 157

Economics 157

Wealth Management

NOVEMBER 7, 2024

A mentorship program provides opportunities for employees to build strong relationships, learn from each other, and grow in their personal development.

97

97

Calculated Risk

NOVEMBER 7, 2024

From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in October Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were lower in October compared to September. The Manheim Used Vehicle Value Index (MUVVI) fell to 202.8, a decline of 3.2% from a year ago. The seasonal adjustment to the index reduced the change for the month, as non-seasonally adjusted values declined at a higher rate.

Consulting 87

Consulting Sales 87

Wealth Management

NOVEMBER 7, 2024

Private markets are where the public markets were 30 years ago when investment choices were abundant and information sporadic.

Marketing 107

Marketing Marketing Investing Investments 107

Advertisement

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

A Wealth of Common Sense

NOVEMBER 7, 2024

Bill Artzerounian joined me on this show this week to talk about the election’s impact on your taxes, the downsides of early retirement, tax planning for retirement and when to fill up your Roth buckets for retirement savings. Further Reading: Some Things I Don’t Believe About Investing The post Presidential Terms, Recessions & Bear Markets appeared first on A Wealth of Common Sense.

Tax Planning 83

Tax Planning Marketing Marketing Retirement 83

Calculated Risk

NOVEMBER 7, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 10:00 AM: University of Michigan's Consumer sentiment index (Preliminary for November).

Economics 58

Economics 58

Wealth Management

NOVEMBER 7, 2024

Advisors Scott Bailey, Scott Cislo and Murray Kinlaw have joined Fifth Third Wealth Advisors, the RIA launched by Fifth Third Bank in 2022.

Wealth Advisor 85

Wealth Advisor Banking 85

Calculated Risk

NOVEMBER 7, 2024

What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For September, Realtor.com reported inventory was up 34.0% YoY, but still down 23.2% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 26.6% YoY.

Sales 58

Sales Numbers Marketing Marketing 58

Wealth Management

NOVEMBER 7, 2024

Burney, Rayliant and Clough Capital Partners formed a joint venture to create Powered by ETFs, which incorporates U.S. and international equities and alternative investments.

Assets 64

Assets Management Investing Investments 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

Calculated Risk

NOVEMBER 7, 2024

Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Recent indicators suggest that economic activity has continued to expand at a solid pace. Since earlier in the year, labor market conditions have generally eased, and the unemployment rate has moved up but remains low. Inflation has made progress toward the Committee's 2 percent objective but remains somewhat elevated.

Economics 58

Economics Accounting Marketing Marketing 58

Norman Marks

NOVEMBER 7, 2024

Michael Rasmussen and I friends both in real life and on Facebook (which is not always the case). I met him through OCEG (which I recommend as they have some excellent resources) where we were two of the first three OCEG Fellows. (The other one was Brian Barnier. I recommend following both of them.

Compliance 58

Compliance Government 58

Calculated Risk

NOVEMBER 7, 2024

Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in October A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to October 2019 for each local market (some 2019 data is not available). This is the first look at several early reporting local markets in October.

Sales 58

Sales Marketing Marketing Numbers 58

Wealth Management

NOVEMBER 7, 2024

The decision underscores a previous ruling partially favoring former Morgan Stanley advisors who fought with the wirehouse in arbitrations.

Planning 65

Planning 65

Advertisement

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.

Banking

Calculated Risk

NOVEMBER 7, 2024

The DOL reported : In the week ending November 2, the advance figure for seasonally adjusted initial claims was 221,000 , an increase of 3,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 216,000 to 218,000. The 4-week moving average was 227,250, a decrease of 9,750 from the previous week's revised average.

58

58

Wealth Management

NOVEMBER 7, 2024

The real value of IA emerges when it substantially improves operations, enabling organizations to launch better products, attract new customers and increase revenue.

Financial Services 59

Financial Services 59

Random Roger's Retirement Planning

NOVEMBER 7, 2024

As markets and pundits are now sorting out what the election results mean for markets, Bloomberg had an interesting segment early in the day that the results could be good for event driven investing which includes mergers and more relevant to my interests, merger arbitrage. We'll see how that pans out but one interesting idea put out in that conversation what that Qualcom (QCOM) might try to buy Intel (INTC).

Media 52

Media Taxes Investing Investments 52

Wealth Management

NOVEMBER 7, 2024

eMoney's Susan McKenna explores the fintech firm’s evolution, competitive edge and the role of technology in wealth management.

Financial Advisor 65

Financial Advisor Wealth Management Planning Management 65

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

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. One of the most important aspects of developing a thorough estate plan is tax planning, as this has the potential to diminish the impact of your gifts and your loved ones’ inheritances.

Planning 52

Planning Estate Planning Taxes Assets 52

Advisor Perspectives

NOVEMBER 7, 2024

In the week ending November 2nd, initial jobless claims were at a seasonally adjusted level of 221,000. This represents an increase of 3,000 from the previous week's figure and is slightly better than forecasts for 223,000.

52

52

NAIFA Advisor Today

NOVEMBER 7, 2024

Cliff Wilson is an industry veteran and past National President of NAIFA with a wealth of experience, having served in various leadership roles, including building and leading a general agency. With his roots in rural Idaho, he has spent over 50 years in the financial services industry, championing the importance of ethics, education, and advocacy. Cliff has left a lasting legacy mentoring young advisors, demonstrating a deep commitment to the growth and development of professionals in the field

Ethics 52

Ethics Financial Services Education Clients 52

Midstream Marketing

NOVEMBER 7, 2024

Key Highlights Learn how to improve your financial planner’s online visibility by using SEO and SEM wisely. Understand how SEO and SEM work together. They help attract the right leads and improve your search engine rankings. Find out what SEO means. This includes content marketing, keyword research, and tips to enhance your website for search engines.

Financial Planner 52

Financial Planner Engineering Financial Planning Budgeting 52

Advertisement

Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.

Banking

Talon Wealth

NOVEMBER 7, 2024

Markets are near all-time highs, and volatility is a growing concern, especially with an election approaching. Many people face the challenge of protecting gains without selling positions. Options, particularly “puts” and “calls,” can offer a solution. A put option allows you to sell a stock at today’s price in the future, which can protect your gains if you’re worried about a downturn.

Investments 52

Investments Investing Portfolio Management 52

Validea

NOVEMBER 7, 2024

In this episode of Excess Returns, Jack Forehand and special guest host Brent Kochuba dive deep into the world of long volatility and tail risk strategies with Kris Sidial, founder of the Ambrus Group. Kris shares invaluable insights from his experience managing volatility-focused strategies and navigating major market events. Key Topics Covered: How long volatility strategies work and their role in investment portfolios Behind-the-scenes look at managing vol strategies during market crashes The

Marketing 52

Marketing Marketing Retail Portfolio 52

Advisor Perspectives

NOVEMBER 7, 2024

The Federal Reserve is widely expected to lower its benchmark federal funds rate by a quarter of a percentage point on Thursday to a range of 4.5% to 4.75%. The big question is how much lower the Fed might go from there during this rate-cutting cycle. The bond market suggests it won’t be as low as some expect or as low as policymakers signaled less than two months back.

Marketing 52

Marketing Marketing 52

Wealth Management

NOVEMBER 7, 2024

The acquisition of M&R Capital Management represents its sixth New Jersey location and 15th deal of 2024.

Management 65

Management 65

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.

Financial Advice

Advisor Perspectives

NOVEMBER 7, 2024

Better than expected economic data drove interest rates higher, changing the market narrative and contributing to an equity market pullback early in the month. This unraveled expectations of further rate cuts by the Federal Reserve (Fed) and resulted in real rates moving higher. The 10-year Treasury has moved up 48 basis points, ending the month at 4.27%.

Marketing 52

Marketing Marketing Economics 52

Wealth Management

NOVEMBER 7, 2024

The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program.

Taxes 65

Taxes Investing Investments 65

Advisor Perspectives

NOVEMBER 7, 2024

While the primary focus for the financial markets has been on the continued resilient U.S. economy and what the current Fed rate cut cycle will ultimately look like, there has been another topic that has been making the rounds in the bond arena: the budget deficit.

Budgeting 52

Budgeting Economy Financial Market Marketing 52