Abnormal Returns
JULY 30, 2024
Asset allocation Bonds have some yield now, but that doesn't mean they are the best portfolio diversifier. (man.com) Risk parity is a solution in search of a problem. (rogersplanning.blogspot.com) Crowding How crowding affects active investment returns. (alphaarchitect.com) How fund flows can drive stock returns. (caia.org) Calls You'd be surprise how little companies talk about their employees on conference calls.
Nerd's Eye View
JULY 30, 2024
Welcome everyone! Welcome to the 396th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Michelle Klisanich. Michelle is a Wealth Advisor for Financially Wise Divorce, a hybrid advisory firm based in Minneapolis, Minnesota, that oversees $87 million in assets under management for 91 client households. What's unique about Michelle, though, is how she has leveraged her learnings from several different business coaches over the course of her career, which gave her th
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Alpha Architect
JULY 30, 2024
Many investors face the complex decision of whether to transition from a diversified ETF to direct indexing. When is this switch a poor investment choice? My findings suggest that many investors are better off avoiding it. Direct indexing remains attractive even with a decent amount of embedded capital gains, up to approximately 40% of initial investment, for investors in the highest marginal income tax bracket.
Calculated Risk
JULY 30, 2024
S&P/Case-Shiller released the monthly Home Price Indices for May ("May" is a 3-month average of March, April and May closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Again Breaks Previous Month's All-Time High for May 2024 The S&P CoreLogic Case-Shiller U.S.
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.
Wealth Management
JULY 30, 2024
A new survey from Cerulli Associates found model portfolio providers are increasingly focused on offering custom options to keep their clients loyal.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JULY 30, 2024
Ameriprise has filed a suit against LPL, claiming that the broker/dealer directs recruits to take client information and trade secrets when they leave the firm.
A Wealth of Common Sense
JULY 30, 2024
Seven questions I’m pondering at the moment: 1. Why doesn’t the Fed just cut now? Inflation is under control. The labor market is cooling off. The housing market is a mess. I know people who lived through the 1970s are worried about a replay but this is not that. If the Fed waits too long the economy is going to roll over and they’re not going to be able to stop the unemployment rate from rising.
Walkner Condon Financial Advisors
JULY 30, 2024
Walkner Condon Financial Advisors recently had the honor of being selected for the USA Today/Statista “Best Financial Advisory Firms in the US” as the #18 best firm nationally and #1 in Wisconsin.
Wealth Management
JULY 30, 2024
The acquisition of Ratio Wealth Group, a Denver-based firm with $530 million in assets, is Robertson Stephens’ fourth deal this year.
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.
Million Dollar Round Table (MDRT)
JULY 30, 2024
By Stacey Hanke Have you ever noticed that when you ramble, your subconscious encourages you to keep talking, which tortures your clients even more? Eventually, you will figure out what to say. Yet, as financial professionals, you know the power behind asking open-ended questions to instantly build rapport with very few words. Your verbal and nonverbal communication can jeopardize your influence or enhance it without your even knowing it.
Wealth Management
JULY 30, 2024
They've expanded the number of possible portfolio constructions from 15 to 100 quintillion.
Darrow Wealth Management
JULY 30, 2024
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. Most tax planning strategies focus on deferring tax, but an 83(b) election is all about accelerating it.
Advisor Perspectives
JULY 30, 2024
This article examines both breaches at AT&T, discusses how the data can be used to perpetrate detailed deep fakes, and shares how you can advise your clients and staff to protect your clients’ investments.
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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.
Wealth Management
JULY 30, 2024
The milestone validates Captrust’s business model and growth of the registered investment advisor space.
Calculated Risk
JULY 30, 2024
From the BLS: Job Openings and Labor Turnover Summary The number of job openings was unchanged at 8.2 million on the last business day of June, the U.S. Bureau of Labor Statistics reported today. Over the month, both the number of hires and total separations were little changed at 5.3 million and 5.1 million, respectively. Within separations, quits (3.3 million) and layoffs and discharges (1.5 million) changed little. emphasis added The following graph shows job openings (black line), hires (dar
Wealth Management
JULY 30, 2024
Industry accruals are a robust negative predictor of industry returns.
Advisor Perspectives
JULY 30, 2024
A lack of clients is not a lead generation problem. It’s a conversion problem.
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
Wealth Management
JULY 30, 2024
Are all remainder beneficiaries treated as designated beneficiaries?
Calculated Risk
JULY 30, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:15 AM: The ADP Employment Report for June. This report is for private payrolls only (no government). The consensus is for 168,000 payroll jobs added in June, up from 150,000 in May. • At 9:45 AM: Chicago Purchasing Managers Index for July. • At 10:00 AM: Pending Home Sal
Advisor Perspectives
JULY 30, 2024
Over the last decade, the general trend has been consistent: The rate of homeownership has struggled. The Census Bureau released its latest quarterly report for Q2 2024 showing the latest homeownership rate is at 65.6%, unchanged from Q1 2024 and remaining at its lowest rate in over two years.
Calculated Risk
JULY 30, 2024
The Census Bureau released the Residential Vacancies and Homeownership report for Q2 2024 today. The results of this survey were significantly distorted by the pandemic in 2020. This report is frequently mentioned by analysts and the media to track household formation, the homeownership rate, and the homeowner and rental vacancy rates. However, there are serious questions about the accuracy of this survey.
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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.
Advisor Perspectives
JULY 30, 2024
The Federal Housing Finance Agency (FHFA) house price index (HPI) inched down to 424.6 in May, just below the all-time high of 424.7. U.S. house prices were essentially unchanged from the previous month and are up 5.7% from one year ago. After adjusting for inflation, the real index was up 0.2% month-over-month and up 3.5% year-over-year.
Financial Symmetry
JULY 30, 2024
Some problems are easily solved with a bit of reasoning, logic, or by using a bit of math. Other problems, however, go beyond quantitative thinking. The most thought-provoking issues aren’t numbers-based. These issues require much deeper consideration and often cause … Continued The post Wild Retirement Problems, Ep #221 appeared first on Financial Symmetry, Inc.
Wealthfront
JULY 30, 2024
Wealthfront clients are generally well aware of best practices for building wealth and a retirement nest egg. The holy grail consists of broad diversification, indexing, minimizing costs and taxes, rebalancing, and staying the course (all of which are key tenets of Wealthfront’s investment philosophy). But equally important is to avoid the common mistakes that have […] The post Why Picking the Winning Sector Is a Losing Game appeared first on Wealthfront Blog.
Darrow Wealth Management
JULY 30, 2024
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. Most tax planning strategies focus on deferring tax, but an 83(b) election is all about accelerating it.
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!
Random Roger's Retirement Planning
JULY 30, 2024
Long/short is a category that can mean anything. All three of the following are different types of long short. The Merger Fund is a client and personal holding. Keeping it simple, Invenomic swings for the fences, the AQR fund says it is "seeking equity like returns with less risk" and the Merger Fund is an absolute return vehicle. The correlations between them are pretty low other than between BIVIX and QLEIX.
Advisor Perspectives
JULY 30, 2024
Gas prices inched back up this week as prices continue to see-saw. As of July 29th, the price of regular and premium gas increased 1 and 0 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $75.81, down 3.3% from last week.
Carson Wealth
JULY 30, 2024
Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisor Networks, LLC, or CWM, LLC.
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