The Big Picture
OCTOBER 20, 2023
“I need the US Dollar to be a store of value between the time I make it until I spend it, invest it, pay my taxes with it, or give it away. It does that splendidly.” 1 Today, we’re going to look at a perennial (un)favorite #chartfail. To be more precise, I want to discuss the type of chart that reflects a fundamental misunderstanding of the nature of money, currency, spending, investing, and taxes.
Nerd's Eye View
OCTOBER 20, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study from Fidelity Institutional highlights the growing popularity of the RIA model and the success advisors have had after going independent. The study found that 1 in 6 advisors have moved firms in the past 5 years, with the majority opting for the independent channel.
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The Big Picture
OCTOBER 20, 2023
My end-of-week morning train WFH reads: • Austin’s office market is exploding. But no one is moving in. 6 million square feet of new office space will hit the market in the next few years — equivalent to 105 football fields. Between spaces completed since 2020 and what’s still in the pipeline, the office market will grow nearly 25 percent — the fastest rate on the continent.
The Reformed Broker
OCTOBER 20, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Tom Lee, and Downtown Josh Brown discuss earnings, the liquidity starved bull market, economic indicators, the Fed’s next move, housing, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere el.
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
A Wealth of Common Sense
OCTOBER 20, 2023
There’s this guy on Twitter, Paul Fairie, who does these threads using old newspaper clippings to show how the stuff we worry about today is the same stuff people have been worrying about for decades. There was one called a brief history of we are raising a generation of wimps. Every older generation thinks this (and will always think this…it’s called progress).
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Wealth Management
OCTOBER 20, 2023
Some financial advisors discovered their calling early in life, while others found their passion in more serendipitous ways.
Trade Brains
OCTOBER 20, 2023
Fundamental Analysis Of Zydus Lifesciences: Following the pandemic outbreak, global health issues have gained attention, resulting in a greater focus on pharmaceutical corporations. Zydus Lifesciences is one of these Indian pharmaceutical businesses. During the pandemic, the stock attained its all-time high but soon declined. However, it has since recovered and is now nearing its peak.
Wealth Management
OCTOBER 20, 2023
Innovayte, headed by Catherine “Cat” Davies, will seek to work with “entrepreneurial” independent RIAs and broker/dealers with between $100 million and $800 million in AUM.
NAIFA Advisor Today
OCTOBER 20, 2023
Before you head out for Trick-or-Treating, spend the afternoon preparing for Long-Term Care Awareness Month with NAIFA's Limited and Extended Care Planning Center. Executive Director, Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI hosts a Halloween event, Don't Be Scared of Long-Term Care. This free event will feature some of the biggest names in the limited and long-term care space.
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
Wealth Management
OCTOBER 20, 2023
Sequoia is adding $930 million in assets, while Mercer, NewEdge Wealth and CoastalOne collectively brought in more than $1.13 billion. SageView, Linscomb & Williams and Pathstone all filled key roles.
Advisor Perspectives
OCTOBER 20, 2023
The S&P 500 fell for 4 straight days to end the week, wiping out all prior gains made this month. The index is currently up 10.46% year to date and is 11.93% below its record close from January 3, 2022.
Wealth Management
OCTOBER 20, 2023
Joena Bartolini Mitchell accused her former supervisor of discriminating against her based on her gender, just one in a long list of sexual harassment instances at the firm she details.
Integrity Financial Planning
OCTOBER 20, 2023
Golf is a rewarding and challenging activity that can be enjoyed by individuals of all ages, including retirees. It’s not just a game but an opportunity to stay physically active, mentally stimulated, and socially engaged. If you’re looking to get better scores out on the green, try out these key tips and strategies. Stretch and Get Loose First and foremost, prioritize your physical health.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
Wealth Management
OCTOBER 20, 2023
Reporting requirements are set to commence on January 1, 2024. Here's how to prepare.
Advisor Perspectives
OCTOBER 20, 2023
The $25.8 trillion market for US Treasury debt is like the circulatory system for the world’s financial markets — everything else relies on it. In recent years blockages have occasionally formed, and central banks have had to step in to restore the money flow.
Wealth Management
OCTOBER 20, 2023
At the NextGen FPA Gathering, the future for financial advisors looked promising.
Discipline Funds
OCTOBER 20, 2023
Here are three things I think I am thinking about this weekend. 1) What’s the best inflation hedge? There’s always a lot of debate about what the best inflation hedge is. Is it gold, commodities, TIPS, stocks, Bitcoin, real assets or something else? It’s not as clear cut as we like to think and the last few years have only added to the confusion.
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
OCTOBER 20, 2023
At the FPA NextGen Gathering, several advisors shared the fears and challenges they faced entering the industry.
Norman Marks
OCTOBER 20, 2023
To answer this question, we must first decide why we have an internal audit function. What value does it provide for any organization? My answer is that: An effective internal audit function provides the risk-based assurance, advice, and insight[1] that leadership needs for success[2].
The Better Letter
OCTOBER 20, 2023
The story has essentially attained the level of holy writ, at least among those committed to data and evidence, such that it now seems almost too good to be true – perhaps even romantic. The quick-and-dirty version of the tale is that stats geeks with computers, like those the late former player and broadcaster Tim McCarver called “ drooling eggheads ,” outsmarted and outmaneuvered the stupid yet arrogant “traditional baseball men” who ran our most traditional sport
The Irrelevant Investor
OCTOBER 20, 2023
On today’s show, we spoke with Samir Kaji, CEO, President, and Co-Founder of Allocate to give us an update on Venture markets. See here to learn more about Allocate’s VC platform for advisors and family offices. On today’s show, we discuss: How VC has influenced everyday life Where private market prices should be today Remnants of the free-money era How VC-backed start-ups are surviving 2023 What VC invest.
Speaker: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.
WiserAdvisor
OCTOBER 20, 2023
Navigating the complexities of personal finance demands both reflection and foresight. A deep dive into our financial history reveals patterns, offers lessons, and provides benchmarks for improvement. Each past decision, be it an investment choice or a spending habit, contributes to our current financial status. Recognizing this, it becomes imperative to understand our financial trajectory up to this point.
Ron A. Rhodes
OCTOBER 20, 2023
The Spirit of Entrepreneurship I’m a big fan of the United States, the future of its economy, and, as a result, to possessing a home bias with respect to U.S.
Wealth Management
OCTOBER 20, 2023
Shufro Rose's Vib Arya talks about staying head of the technology curve.
Calculated Risk
OCTOBER 20, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Due to changes at the CDC, weekly cases are no longer updated. For deaths, I'm currently using 3 weeks ago for "now", since the most recent two weeks will be revised significantly. Recently hospitalizations have more than doubled from a low of 5,150 in June 2023, but have declined over the last few weeks.
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
OCTOBER 20, 2023
Tuesday, November 07, 2023 | 2:00 PM ET
Calculated Risk
OCTOBER 20, 2023
From STR: U.S. hotel results for week ending 14 October U.S. hotel performance increased from the previous week, and year-over-year comparisons remained mixed, according to CoStar’s latest data through 14 October. 8-14 October 2023 (percentage change from comparable week in 2022): • Occupancy: 68.5% (-2.3%) • Average daily rate (ADR): US$164.25 (+3.2%) • Revenue per available room (RevPAR): US$112.51 (+0.8%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy ra
Advisor Perspectives
OCTOBER 20, 2023
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of October 6th, the index was at 8.884, down 4.153 from the previous week.
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