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While financial advisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those services. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile. On the other hand, the term "financial advice" often refers to much more than asset allocation and wealth management.
Today, in the Calculated Risk Real Estate Newsletter: Update: The Housing Bubble and Mortgage Debt as a Percent of GDP A brief excerpt: Two years ago, I wrote The Housing Bubble and Mortgage Debt as a Percent of GDP. Here is an update to a couple of graphs. The bottom line remains the same: There will not be cascading price declines in this cycle due to distressed sales.
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Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: At 8:30 AM ET, Employment Report for December. The consensus is for 160,000 jobs added, and for the unemployment rate to be unchanged at 4.2%.
Oklahoma-based financial advisors John David Veitch and his son Drew are joining Raymond James employee advisor channel, designed for breakaways from wirehouses.
Oklahoma-based financial advisors John David Veitch and his son Drew are joining Raymond James employee advisor channel, designed for breakaways from wirehouses.
Insider ownership, particularly among executives and directors, is a crucial indicator for investors as it creates a direct alignment between management and shareholder interests. When company leaders have significant skin in the game through substantial stock ownership, they’re more likely to make decisions that benefit long-term shareholder value rather than focusing solely on short-term metrics or personal benefits.
Cardinal Investment Advisors, an institutional consulting firm, will expand upon Mariner Institutional, a new division seeded last year when the RIA acquired two firms with that focus.
Backdoor strategies are retirement contribution methods that allow individuals to bypass income limits and contribute to tax-advantaged retirement accounts. The strategies typically involve making after-tax contributions to a traditional IRA or 401(k), then converting those funds into a Roth IRA or Roth 401(k). The approach allows investors to benefit from tax-free growth and withdrawals, even if their income exceeds the eligibility limits for direct Roth contributions.
The combination with Harrison Berkman Claypool & Guard and its RIA enhances Coldstreams existing tax and consulting practice and brings its total AUA to $11.1 billion.
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In this episode of Excess Returns, we sit down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a wide-ranging discussion about markets, the economy, and investing. We explore her unique perspective on the current market environment, including her views on the end of the “Great Moderation” era and the transition to what she calls the “Temperamental Era” – a period likely to bring more volatility in both inflation and economic growth.
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MacKillop, a pioneer of flat-fee asset management, said the work of integrating First Ascent into GeoWealth is done, and he's looking for his next professional endeavor.
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
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Federal Reserve Bank of Philadelphia President Patrick Harker said officials are on track to lower interest rates this year, but the exact timing will depend on what happens with the economy.
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.
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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.
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