Nerd's Eye View

JUNE 26, 2024

Traditionally, the challenge in using a 529 plan to save for higher education expenses has been figuring out how much to save to cover the beneficiary's college costs without overshooting and saving more in the 529 plan than is actually needed. Because while 529 plans' combination of tax-deferred growth on invested funds and tax-free withdrawals for qualified education expenses (plus many state-level tax deductions or credits on 529 plan contributions) make it a powerful savings vehicle for coll

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Education Retirement Taxes Distribution 189

Abnormal Returns

JUNE 26, 2024

Markets Stocks are exhibiting high dispersion. (sherwood.news) Treasury market liquidity is deteriorating. (apolloacademy.com) Today's market is unlike the Dotcom bubble. (spilledcoffee.co) Strategy Holding cash is comfortable right now, too comfortable. (cautiouslyoptimist.com) Don't let envy get a hold of your trading. (allstarcharts.com) Finance a16z isn't really getting into private equity.

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Financial Advising Media Planning Marketing 174

Calculated Risk

JUNE 26, 2024

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI May 2024: Business conditions at architecture firms continue to soften The AIA/Deltek Architecture Billings Index (ABI) score declined to 42.4 for the month , as more firms reported a decrease in billings in May than in April. In addition, there is increasing softness in the pipeline of new work coming into firms.

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Clients Economics Numbers Investing 128

A Wealth of Common Sense

JUNE 26, 2024

Today’s Animal Spirits is brought to you by Global X and CME Group: See here to learn more about Global X’s suite of ETFs See here for more information on CME Group’s valuable educational materials and trading tools and learn more about what adding futures can do for you. On today’s show, we discuss: US Stocks Beat Predictions Over the Past Decade.

Education 120

Education Marketing Marketing 120

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.

Accounting

Advisor Perspectives

JUNE 26, 2024

What I see emerging, though, is the idea that the CRM isn’t a single pane of glass to view the entire business. Effective CRMs are more like prisms, where the viewer’s role determines what they see, and what information leaps to their fingertips.

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Wealth Management

JUNE 26, 2024

Legal battle over retirement account worth over $750,000.

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Retirement Accounting 116

Random Roger's Retirement Planning

JUNE 26, 2024

I stumbled into an old podcast from Resolve Asset Management that looked at the lack of differentiation from most factors and how to seek out "orthogonality" to get better diversification. Looking at the above factors, they would argue that it is difficult to get true diversification from these factors and others. There's maybe some diversification benefit to dividends and equal weight but they are all shades of the same color.

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Portfolio Management Numbers Taxes 95

Wealth Management

JUNE 26, 2024

With lessons learned from his previous experience running Sanctuary, Dickson's Elevation Point was formed with United Atlantic Capital’s Mark Penske and launches with the acquisition of Mount Yale Capital Group.

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Investing Investments 111

Calculated Risk

JUNE 26, 2024

From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 0.8 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending June 21, 2024. This week’s results include an adjustment for the Juneteenth holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 0.8 percent on a seasonally adjusted basis from one week earlier.

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Government Marketing Marketing 81

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

JUNE 26, 2024

The new product builds off its previous SMA platform and will support the use of third-party ETFs.

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110

Norman Marks

JUNE 26, 2024

I am often annoyed by behavior that some might find acceptable or even normal, but that I see as unprofessional.

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Wealth Management

JUNE 26, 2024

Notice 2024-55 clarifies two exceptions to the 10% additional tax.

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Retirement Planning Distribution Retirement Planning 110

Trade Brains

JUNE 26, 2024

Have you ever noticed how a hurrying marketplace thrives on a variety of vendors? It’s the same with a nation’s economy! For countries like India, on its exciting journey of growth, there’s a special kind of investor playing a crucial role: The Foreign Institutional Investors (FII). Imagine them as energetic international shoppers, bringing in a fresh wave of funds to Indian companies.

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Valuation Economy Banking Economics 59

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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

Wealth Management

JUNE 26, 2024

The new technology, which launched this year, brings automated data capture and insights to advisors in assessing businesses.

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Advisor Perspectives

JUNE 26, 2024

The longer I spent working at a big firm, the more I came to understand that the advice I could offer was determined by decisions at the top. My input as an advisor was limited, which didn’t sit well with me, so I looked for a position that would allow me to offer unbiased financial advice.

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Financial Advice 59

Wealth Management

JUNE 26, 2024

A $1.3 billion team of advisors in Las Vegas is joining Raymond James’ employee advisor channel from Morgan Stanley.

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Advisor Perspectives

JUNE 26, 2024

The May release for new home sales from the Census Bureau came in at a seasonally adjusted annual rate of 619,000 units, lower than the 636,000 forecast. New home sales are down 11.3% month-over-month from a revised rate of 698,000 in April and are down 16.5% from one year ago.

Sales 59

Sales 59

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

JUNE 26, 2024

Pete Clemson, chief digital officer, and Melissa Lamarche, senior vice president of advisor relations, are leaving the organization.

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Advisor Perspectives

JUNE 26, 2024

Over the last decade, there has been an ongoing fundamental debate about markets and valuations. The bulls have long rationalized that low rates and increased liquidity justify overpaying for the underlying fundamentals.

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Valuation Marketing Marketing 59

Wealth Management

JUNE 26, 2024

Daniel Lee and Dylan Kremer join IEQ as managing directors and have roots at First Republic, the bank IEQ’s founders walked out of in 2019.

Banking 105

Banking Management 105

Calculated Risk

JUNE 26, 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 240 thousand initial claims, up from 238 thousand last week. • Also at 8:30 AM, Gross Domestic Product, 1st quarter 2024 (Third estimate). The consensus is that real GDP increased 1.3% annualized in Q1, unchanged from the second estimate of a 1.3% increase. • Also at 8:30 AM, Durable Goods Orders for Ma

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Sales Manufacturing 53

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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

JUNE 26, 2024

Open, honest and candid discussion about the DOL rule in Texas court, DC asset growth due to passive investing, Fisher's minority sale, Wealthies finalists and more.

Sales 104

Sales Assets Investing Investments 104

Advisor Perspectives

JUNE 26, 2024

The biggest US banks haven’t waited for this week’s stress tests to signal optimism about their capital levels.

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Banking 52

Wealth Management

JUNE 26, 2024

According to the Advisor Sentiment Index, financial advisors are feeling better about the prospects of the stock market, even as their view of the overall economy dims slightly.

Marketing 104

Marketing Marketing Financial Advisor Economy 104

Advisor Perspectives

JUNE 26, 2024

Traders in the US rates options market are embracing a nascent wager on the Federal Reserve’s interest-rate path: a whopping 3 percentage points worth of cuts in the next nine months.

Marketing 52

Marketing Marketing 52

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

Wealth Management

JUNE 26, 2024

(Bloomberg) -- BlackRock Inc. is expanding further into private-markets investing, striking a new partnership to include the assets alongside traditional ETFs and mutual funds in model portfolios pitched to wealthy US retail clients.

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Assets Clients Marketing Marketing 100

Advisor Perspectives

JUNE 26, 2024

It took much of the first half of the year for Treasury bond investors to fall in line with a Federal Reserve signaling higher-for-longer interest rates. Now, as they weigh the timing of a second-half pivot, they must also contend with potential wild-card risks from a hotly contested presidential race.

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Marketing Marketing 52

Wealth Management

JUNE 26, 2024

Wednesday, June 26, 2024 | 3:30 PM Eastern Daylight Time

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