The Big Picture

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. (February 7, 2024) How much you pay for stocks really matters. Should value investing be part of that strategy? To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios.

Investing 290

Investing Investments Valuation Portfolio 290

Abnormal Returns

FEBRUARY 7, 2024

Podcasts Khe Hy talks about how to quit a high-paying, high-powered job. (podcasters.spotify.com) Sam Dogen talks with Emily Luk, Co-Founder and CEO of Plenty, a wealth platform for today's modern couples. (sites.libsyn.com) Daniel Crosby reads a chapter from his new book "The Soul of Wealth." (standarddeviationspod.com) Peter Lazaroff on investing at all-time stock market highs.

Retirement 287

Retirement Transportation Taxes Distribution 287

Nerd's Eye View

FEBRUARY 7, 2024

The need for financial professionals to ask prospects and clients questions has a long history in the industry. In earlier days, questions simply facilitated the process of gathering information in order to open accounts and recommend the appropriate products to be sold. However, as the industry evolved from being primarily transaction-based to relationship-based, it has become increasingly important for advicers to become less sales-oriented and more focused on how they can better develop deep,

Clients 241

Clients Communication Financial Planning Retirement 241

Abnormal Returns

FEBRUARY 7, 2024

Strategy In the long run, fundamentals matter. (albertbridgecapital.com) Some classic investing lessons from Ed Thorp. (moontower.substack.com) Finance The SEC has expanded its definition of who is a 'securities dealer.' (wsj.com) Incentives matter when it comes to capital providers. (chudson.substack.com) Where corporations are borrowing. (apolloacademy.com) ETFs Why ETFs may be a better fit for less liquid asset classes.

Financial Advising 261

Financial Advising Media Retirement Assets 261

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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

Calculated Risk

FEBRUARY 7, 2024

From Manheim Consulting today: Wholesale Used-Vehicle Prices Flat in January Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were unchanged in January compared to December. The Manheim Used Vehicle Value Index (MUVVI) remained at 204.0 but down 9.2% from a year ago. The index experienced the same 0.0% monthly change from December 2021 to January 2022.

Consulting 124

Consulting Taxes Economics Sales 124

Calculated Risk

FEBRUARY 7, 2024

From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 3.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending February 2, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 3.7 percent on a seasonally adjusted basis from one week earlier.

Marketing 122

Marketing Marketing 122

Wealth Management

FEBRUARY 7, 2024

Open, honest and candid discussion on January job growth, Mariner's latest deals, RIA M&A declines, TDF recommendations and the viability of fintech record keepers.

111

111

Advisor Perspectives

FEBRUARY 7, 2024

Stocks and bonds rallied at the end of last year on the hope of a seemingly improbable combination of dynamics playing out to support financial assets in 2024 — cooling inflation, solid economic growth, a resilient labor market, and as much as 150 basis points of interest-rate cuts.

Economy 105

Economy Economics Assets Marketing 105

Wealth Management

FEBRUARY 7, 2024

Christopher Armstrong seeks to vacate a FINRA arbitration award in favor of Morgan Stanley. The wirehouse filed that arbitration to recoup his part of a previous award owed to Charles Schwab.

114

114

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

MainStreet Financial Planning

FEBRUARY 7, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 2-20-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! The State of the Insurance Industry Hosted by: Cynthia Flannigan , CFP® Guest commentator: Ramona Johanneson Arthur J Gallagher Risk Management Given the natural disasters affecting many states, consolidation of insurance companies and a

Insurance 85

Insurance Risk Management Financial Advisor Financial Planning 85

Wealth Management

FEBRUARY 7, 2024

The adaption of model portfolios hasn’t become as widespread as the industry expected when they came on the market.

Portfolio 122

Portfolio Marketing Marketing 122

Calculated Risk

FEBRUARY 7, 2024

The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $62.2 billion in December , up $0.3 billion from $61.9 billion in November, revised. December exports were $258.2 billion, $3.9 billion more than November exports. December imports were $320.4 billion, $4.2 billion more than November imports. emphasis added Click on graph for larger image.

Economics 83

Economics 83

Wealth Management

FEBRUARY 7, 2024

Much of these inflows into TLT can be attributed to a combination of ETF model providers and the registered investment advisor community.

Investment Advisor 115

Investment Advisor Investing Investments 115

Advertisement

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

Advisor Perspectives

FEBRUARY 7, 2024

Let's take a close look at January's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.7% of total employed workers are full-time (35+ hours) and 17.

Numbers 111

Numbers 111

Wealth Management

FEBRUARY 7, 2024

A team of four serving athletes and entertainers has joined UBS from Merrill Lynch in Albany, N.Y.

115

115

Calculated Risk

FEBRUARY 7, 2024

Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16, 2023. I've now switched to a new physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period when both contracts were available.

73

73

Wealth Management

FEBRUARY 7, 2024

Insights from industry leaders on the dynamic technology landscape of wealth management.

Wealth Management 115

Wealth Management Management 115

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

FEBRUARY 7, 2024

Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in December 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 first look at several early reporting local markets in December.

Marketing 70

Marketing Marketing Sales 70

Wealth Management

FEBRUARY 7, 2024

Despite the faster growth in active ETFs, passive remains king for now.

115

115

Calculated Risk

FEBRUARY 7, 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 220 thousand initial claims, down from 224 thousand last week.

70

70

Wealth Management

FEBRUARY 7, 2024

The youngest generations, by far the poorest, received much of the Covid-era fiscal stimulus, giving them extra savings to invest in equities,

Investing 92

Investing Investments 92

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

Random Roger's Retirement Planning

FEBRUARY 7, 2024

Larry Swedroe wrote a post about recency bias but I would describe it more as going through the arc of owning an alternative strategy that is doing very well then holding on for a few years where it struggles and then catching the bounce back to a great year. The example he used was the Stone Ridge Reinsurance Risk Premium Interval Fund. An interval fund is not one that is available through a secondary market, you buy it from the company directly.

Taxes 74

Taxes Portfolio Clients Investing 74

Trade Brains

FEBRUARY 7, 2024

HUDCO With the launch of the interim budget for 2024, the Indian government declared a visionary plan to construct 2 crore houses over the next five years. This ambitious initiative is set to redefine the landscape of urban development and housing in the country. As the government paves the way for extensive housing projects, HUDCO, a key player in the financial support industry, finds itself at the forefront of this transformative journey.

Budgeting 64

Budgeting Planning Government Portfolio 64

Advisor Perspectives

FEBRUARY 7, 2024

Our monthly workforce analysis has been updated to include the latest employment report for January. The unemployment rate remained at 3.7% and the number of new non-farm jobs (a relatively volatile number subject to extensive revisions) came in at 353K.

Numbers 59

Numbers 59

Trade Brains

FEBRUARY 7, 2024

Top Chemical Penny Stocks in India : In the modern era, chemicals serve as the catalysts for progress, quietly shaping the landscape of technology, healthcare, and agriculture. With India being in the phase of continuous expansion, there is a good amount of scope for the chemical industries in the future. This opens up an exciting opportunity for investment in the chemical sector.

Manufacturing 59

Manufacturing B2B Healthcare B2C 59

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

Advisor Perspectives

FEBRUARY 7, 2024

The U.S. international trade in goods and services is published monthly by the Bureau of Economic Analysis with data going back to 1992 and details U.S. exports and imports of goods and services. In December, the trade deficit expanded by 0.5% to $62.20B. The latest reading was worse than the forecast of $62.00B.

Economics 59

Economics 59

Wealth Management

FEBRUARY 7, 2024

Thursday, March 14, 2024 | 2:00 PM ET

Clients 111

Clients 111

Advisor Perspectives

FEBRUARY 7, 2024

Janus Henderson Investors Portfolio Managers Greg Wilensky and Jeremiah Buckley discuss what they consider the three essential elements of an effective balanced strategy in the current environment.

Portfolio Management 52

Portfolio Management Portfolio Management 52