The Big Picture

MARCH 28, 2024

“Our comforting conviction that the world makes sense rests on a secure foundation: Our almost unlimited ability to ignore our ignorance.” – Daniel Kahneman The loss of Danny Kahneman is a reminder that we should review some of his work and apply them to the current market. I am fascinated by the idea of Narrative Fallacy (the term was actually coined by Nassim Taleb in “ The Black Swan “) and how it applies to pretty much ewverything.

Manufacturing 339

Manufacturing Economy Economics Marketing 339

Abnormal Returns

MARCH 28, 2024

Books An excerpt from "On the Move: The Overheating Earth and the Uprooting of America" by Abrahm Lustgarten. (theatlantic.com) A Q&A with Jonathan Haidt author of "The Anxious Generation: How the Great Rewiring of Childhood Is Causing an Epidemic of Mental Illness." (davidepstein.substack.com) An excerpt from "Slow Productivity: The Lost Art of Accomplishment Without Burnout" by Cal Newport.

Communication 263

Communication Startup Assets Planning 263

Carson Wealth

MARCH 28, 2024

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA. But at some point, most of us need to graduate from the DIY approach and seek advice from a retirement planning professional.

Retirement Planning 138

Retirement Planning Retirement Planning Taxes 138

Calculated Risk

MARCH 28, 2024

The DOL reported : In the week ending March 23, the advance figure for seasonally adjusted initial claims was 210,000 , a decrease of 2,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 210,000 to 212,000. The 4-week moving average was 211,000, a decrease of 750 from the previous week's revised average.

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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

Wealth Management

MARCH 28, 2024

Investing in venture capital funds targeting tech start-ups carries high risks and requires a tolerance for decades of illiquidity. But all it takes is one outperforming company to make it worth it.

Investing 122

Investing Investments 122

Wealth Management

MARCH 28, 2024

Savant CEO and founder Brent Brodeski shares his playbook of success through M&A as a means to fill service gaps and expand his service model across 15 states, with national ambitions.

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Advisor Perspectives

MARCH 28, 2024

Consumer sentiment reached its highest level since July 2021 this month according to the final report for the Michigan Consumer Sentiment Index. The index rose 2.5 points (3.3%) to 79.4 from the February final. The latest reading was below the forecast of 76.5.

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Calculated Risk

MARCH 28, 2024

From the NAR: Pending Home Sales Rose 1.6% in February Pending home sales in January grew 1.6% , according to the National Association of REALTORS®. The Midwest and South posted monthly gains in transactions while the Northeast and West recorded losses. All four U.S. regions registered year-over-year decreases. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – increased to 75.6 in February.

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Sales 115

Advisor Perspectives

MARCH 28, 2024

The S&P 500 closed out the first quarter of 2024 with another record close and finished Q1 up 10.2%. The index is currently up 10.79% year to date and has set a new record closing high 22 times so far this year.

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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

Calculated Risk

MARCH 28, 2024

Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in February A brief excerpt: Note: Most analysts were surprised by the increase in sales in February. Not housing economist Tom Lawler, or any readers of this newsletter. The local data clearly showed that sales - as reported by the NAR - would be up solidly in February.

Marketing 113

Marketing Marketing Sales 113

Wealth Management

MARCH 28, 2024

Borger Financial Services made the move from Hornor, Townsend & Kent for more flexibility and access to alternatives through an iCapital partnership.

Financial Services 119

Financial Services 119

Calculated Risk

MARCH 28, 2024

All US markets will be closed in observance of Good Friday. Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Personal Income and Outlays for February. The consensus is for a 0.4% increase in personal income, and for a 0.5% increase in personal spending. And for the Core PCE price index to increase 0.3%.

Banking 111

Banking Marketing Marketing 111

Wealth Management

MARCH 28, 2024

As advisory firms continue to confront the challenges of technology integration there are steps they can take to help mitigate them.

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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

Calculated Risk

MARCH 28, 2024

What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For February, Realtor.com reported inventory was up 14.8% YoY, but still down almost 40% compared to February 2019. Now - on a weekly basis - inventory is up 25.5% YoY. Realtor.com has monthly and weekly data on the existing home market.

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Sales Numbers Marketing Marketing 107

Wealth Management

MARCH 28, 2024

John Bowen describes the research from his team at CEG Worldwide regarding what high-net-worth clients want most from their advisors.

Clients 111

Clients Financial Advisor 111

Clever Girl Finance

MARCH 28, 2024

Losing a job is scary for anyone—especially if you haven’t attained financial independence. Not only do you have to figure out how to live without a job, but there’s the added stress of having to find a new one. Though it can be daunting to navigate unemployment, it is possible. Keep reading to learn how. Table of contents 1. Cut back on your expenses 2.

Food 85

Food Budgeting Insurance Coverage Insurance 85

Wealth Management

MARCH 28, 2024

Investor interest in single-tenant net lease properties remains strong, signaling optimism for the 2024 market outlook.

Marketing 115

Marketing Marketing 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

Million Dollar Round Table (MDRT)

MARCH 28, 2024

By Antoinette Tuscano Just as there are many types of clients, there are many ways financial advisors can work and communicate with their clients to build engagement. MDRT members from around the world share what’s working for them in these videos, which were viewers’ favorites on MDRT’s YouTube channel so far this year. Learn more about branding, explaining complicated topics and referrals in these top three videos. 4 ways to find more clients When you build a referral system, you build a growi

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Clients Communication Financial Advisor 83

Wealth Management

MARCH 28, 2024

Boston-based KinneyMunro Wealth Advisors seeks to deliver "a differentiated investing experience.

Wealth Advisor 111

Wealth Advisor Investing Investments 111

Random Roger's Retirement Planning

MARCH 28, 2024

And the Sweet Sixteen! What a great day for sports fans. The Padres game started when the stock market closed and finished in time to start watching the NCAA Basketball Tourney games. A few points today from some interesting articles and other observations. Larry Fink, the CEO of client holding Blackrock (BLK) thinks Boomers should help the younger generations figure out retirement.

Accounting 81

Accounting Retirement Clients Taxes 81

Wealth Management

MARCH 28, 2024

In its 2nd acquisition of 2024, WEG picked up a firm with offices in Florida and New York.

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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

Clever Girl Finance

MARCH 28, 2024

Do you feel a sense of fulfillment in your career, relationships, and life in general, or do you feel so-so? Sometimes, life can become confusing if you haven’t answered the question, “What’s your why?” So if you are reading this, it’s time to find your why to bring more intention and focus to your life. Table of contents What is a “why”?

Accounting 79

Accounting Planning Education Management 79

The Irrelevant Investor

MARCH 28, 2024

Today’s Compound and Friends is brought to you by Rocket Money: Go to rocketmoney.com/compound to learn more about canceling your unwanted subscriptions On today’s show, we discuss: FTX founder Sam Bankman-Fried sentenced to 25 years The S&P 500 is poised for best start to year since 2019 U.S. sues Apple, alleges tech giant exploits illegal monopoly MiB: Danny Kahneman Subscribe here to The Compound I.

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Wealth Management

MARCH 28, 2024

Structured notes can serve as a multi-tool to target various investment objectives.

Investing 116

Investing Investments 116

Calculated Risk

MARCH 28, 2024

From the BEA: Gross Domestic Product, Fourth Quarter and Year 2023 (Third Estimate), GDP by Industry, and Corporate Profits Real gross domestic product (GDP) increased at an annual rate of 3.4 percent in the fourth quarter of 2023 , according to the "third" estimate released by the Bureau of Economic Analysis. In the third quarter, real GDP increased 4.9 percent.

Economics 67

Economics Investing Investments 67

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

MARCH 28, 2024

The limitations of traditional grantmaking are becoming increasingly clear.

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Advisor Perspectives

MARCH 28, 2024

Valid until the market close on April 30, 2024 The S&P 500 closed March with a monthly gain of 3.10%, after a gain of 5.17% in February. After close on the last day of the month, zero of five Ivy portfolio ETFs are signaling "cash", down from last month's final single "cash" signal.

Portfolio 64

Portfolio Marketing Marketing 64

Wealth Management

MARCH 28, 2024

Young people “have lost trust in older generations,” Fink wrote in his annual letter.

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Retirement 100