Abnormal Returns

MARCH 24, 2024

Also on the site What is wrong with this picture? How your charitable intentions can get co-opted after you are gone. (abnormalreturns.com) Top clicks this week Ten things to know about building a diversified portfolio. (morningstar.com) How home buying is going to change with the upheaval of realtor commissions. (thebasispoint.com) Byrne Hobart, "Decades of above-average net worth compounding are the reward for taking a big idea seriously, continuously refining it, and implementing it in the re

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Commission Numbers Portfolio Marketing 307

A Wealth of Common Sense

MARCH 24, 2024

Last week I wrote about how the collective net worth of Americans is at a new all-time high. A reader asked a fair follow-up question: I’d be interested in seeing the concentration of that net worth though…I’m guessing it’s an inverted direction. Just because many households are richer than ever doesn’t mean all of them are.

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Calculated Risk

MARCH 24, 2024

Housing economist Tom Lawler has been sending me his predictions of what the NAR will report for almost 14 years. He has graciously allowed me to share his predictions with the readers of this blog. The table below shows the consensus for each month, Lawler's predictions, and the NAR's initially reported level of sales. Lawler hasn't always been closer than the consensus, but usually when there has been a fairly large spread between Lawler's estimate and the "consensus", Lawler has been closer.

Sales 98

Sales 98

Million Dollar Round Table (MDRT)

MARCH 24, 2024

By Sandy Schussel Most financial advisors occasionally receive an unsolicited referral from a client or another professional. Any advisor would want to make that happen more often, yet it appears random. You didn’t seem to do anything special to make it happen. What if, however, there was something special you could do that would drive many more referrals to you?

Clients 87

Clients Communication Financial Advisor Marketing 87

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

Calculated Risk

MARCH 24, 2024

Weekend: • Schedule for Week of March 24, 2024 Monday: • At 8:30 AM ET, Chicago Fed National Activity Index for February. This is a composite index of other data. • At 10:00 AM, New Home Sales for February from the Census Bureau. The consensus is for 673 thousand SAAR, up from 661 thousand in January. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 4 and DOW futures are down 47 (fair value).

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Sales Marketing Marketing 64

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Here are six tax planning strategies to consider when exercising and selling ISOs in 2024: Exercise early in the year Exercise late in the year Exercise unvested ISOs Tax planning around AMT exemptions, phase outs, and tax deductions Ways to accelerate AMT credits Exercise ISOs when regular income is already high 1.

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Taxes Tax Planning Planning Financial Advisor 59

oXYGen Financial

MARCH 24, 2024

![CDATA[ When it comes to managing your finances, it's not just about saving and investing wisely. Tax planning is a crucial aspect of personal finance that often gets overlooked and plays a pivotal role in your overall financial health and wealth accumulation. Whether you're diligently managing income, tracking expenses, strategizing investments, planning for retirement, or considering estate.

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Tax Planning Wealth Accumulation Taxes Planning 59

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Here are six tax planning strategies to consider when exercising and selling ISOs in 2024: Exercise early in the year Exercise late in the year Exercise unvested ISOs Tax planning around AMT exemptions, phase outs, and tax deductions Ways to accelerate AMT credits Exercise ISOs when regular income is already high 1.

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Taxes Tax Planning Planning Financial Advisor 52

Advisor Perspectives

MARCH 24, 2024

There have been several big changes in the municipal bond market lately. Here's what you should know.

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Marketing Marketing 52

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

International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. This distinction is not just academic; it has practical implications for career trajectories, client interactions, and the broader landscape of financial services. Let’s delve deeper into these roles, their significance, the paths to entering these professions, and how educational institutions like the International

Financial Planner 40

Financial Planner Investment Advisor Certified Financial Planner Investing 40

Advisor Perspectives

MARCH 24, 2024

If, like me, you’re old enough to remember the 1990s internet bubble, today’s AI excitement might be giving you flashbacks. The parallels are unmistakable.

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Abnormal Returns

MARCH 24, 2024

Markets Are index funds propping up the stock market? (awealthofcommonsense.com) What is the end game for Michael Saylor, Microstrategy ($MSTR) and Bitcoin? (wsj.com) Are ETFs the best solution for every strategy? (rogersplanning.blogspot.com) Housing Don't count on materially lower home commissions just yet. (economist.com) We should start to see more innovation when it comes to commissions.

Commission 291

Commission Financial Advising Medical Insurance 291

Advisor Perspectives

MARCH 24, 2024

Seeking ETF options as rate cuts look further and further away? Consider how value investing via active ETFs could help.

Investing 45

Investing Investments 45

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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

Random Roger's Retirement Planning

MARCH 24, 2024

In Saturday's post we touched on all-weather portfolios and assumed a lot of overlap with the Permanent Portfolio (PP). All-weather is a term typically associated with Ray Dalio and PP is typically associated with Harry Browne. Both seek out diversification that hopefully results in a robust result regardless of prevailing market events. All-weather and PP are in Portfoliovisualizer's dropdown choices for portfolios to study.

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Portfolio Management Taxes Numbers 98

Advisor Perspectives

MARCH 24, 2024

Gold staged a blinding comeback this week, surging to fresh all-time highs above $2,200 an ounce. The rally, which has added around 10% to gold’s value since mid-February, caught many market watchers off-guard.

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Marketing Marketing 40

Advisor Perspectives

MARCH 24, 2024

With three potential Fed interest rate cuts forecast for this year, gold remains an attractive equity hedge.

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Advisor Perspectives

MARCH 24, 2024

Earlier this week, I shared my thoughts on a ban or forced sale of social media platform TikTok. The Chinese Communist Party can use it to surveil and manipulate Americans, and we should ban it immediately. Many of you sent thoughtful feedback, which I appreciate.

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Media Sales 40

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

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