The Big Picture
JANUARY 2, 2025
A regular theme around these parts is “ Nobody Knows Anything. ” Specifically, nobody knows what will happen in the future. This is true about equity and bond markets, specific company stocks, and economic data series. We do not know which geopolitical hot spot will erupt in turmoil; we have no idea where or when the next natural disaster will hit.
Advisor Perspectives
JANUARY 2, 2025
During the last week of 2024 (ending December 28th), initial jobless claims dropped to their lowest level since April. Initial jobless claims were at a seasonally adjusted level of 211,000. This represents a decrease of 9,000 from the previous week's revised figure and is better than the 222,000 economists were expecting.
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Wealth Management
JANUARY 2, 2025
Bill Good and Frantz Widmaier of Bill Good Marketing offer advice on the value of content, the referral process, building strategic partnerships, CRMs and technology, and more.
Advisor Perspectives
JANUARY 2, 2025
Investors continue to enjoy the bull market but remain somewhat nervous about valuation. Policy uncertainty is higher than usual, in part because there are so many policy changes at the same time.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
Wealth Management
JANUARY 2, 2025
Tuesday, January 28, 2025 | 2:00 PM ET
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JANUARY 2, 2025
Leadership lessons for advisors from the former U.S. Secretary of Defense.
Calculated Risk
JANUARY 2, 2025
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased in November; Up 4.0% Year-over-year A brief excerpt: Freddie Mac reported that its National Home Price Index (FMHPI) increased 0.56% month-over-month on a seasonally adjusted (SA) basis in November. On a year-over-year basis, the National FMHPI was up 4.0% in November, up from up 3.9% YoY in October.
Wealth Management
JANUARY 2, 2025
Advisor Chris Helton joins Raymond James independent b/d channel after 14 years with Synovus Securities.
Advisor Perspectives
JANUARY 2, 2025
When Jaguar’s “copy nothing” brand reboot hit late last year, one self-styled car enthusiast replied on X: “What the actual hell is this.” Jaguar’s response: “The future.
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.
Wealth Management
JANUARY 2, 2025
Five technologies that will dictate the future of the industry beyond the Bitcoin hype.
Advisor Perspectives
JANUARY 2, 2025
As of December 31, 2024, the 10-year note was 406 basis points above its historic closing low of 0.52% reached on August 4, 2020.
Wealth Management
JANUARY 2, 2025
A guide to getting organized for the new year, no matter your income or wealth.
Advisor Perspectives
JANUARY 2, 2025
Home prices continued to trend upwards in October as the benchmark national index rose for the 21st consecutive month to a new all-time high. The seasonally adjusted home prices for the national index saw a 0.3% increase MoM, and a 3.6% increase YoY. After adjusting for inflation, the MoM fell to -0.1% and YoY fell to -1.5%.
Speaker: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.
Wealth Management
JANUARY 2, 2025
Thursday, January 16, 2025 | 2:00 PM ET
Million Dollar Round Table (MDRT)
JANUARY 2, 2025
By Bryce Sanders A somebody means a person who has accomplished something, someone who is a success. Somebody means a person who is recognized and warmly greeted by others. Your clients, however, may feel like a nobody if theyre feeling sad or not seen. Try these ideas to lift your clients spirits and remind them they are somebody.
Wealth Management
JANUARY 2, 2025
Treehouse Wealth Advisors will acquire The Humphreys Group as part of a long-term succession plan.
Advisor Perspectives
JANUARY 2, 2025
Seven of our eight indexes on our world watch list posted gains in 2024. The U.S. S&P 500 finished the year in the top spot first with an annual gain of 24.01%. Hong Kong's Hang Seng finished in second with an annual gain of 19.49% while Tokyo's Nikkei 225 finished in third with an annual gain of 19.22%.
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.
Wealth Management
JANUARY 2, 2025
Leadership lessons for advisors from the former U.S. Secretary of Defense.
Advisor Perspectives
JANUARY 2, 2025
It’s that time of year when Wall Street soothsayers look ahead 12 months and try to divine the path of US stocks.
Wealth Management
JANUARY 2, 2025
Treehouse Wealth Advisors will acquire The Humphreys Group as part of a long-term succession plan.
Advisor Perspectives
JANUARY 2, 2025
Valid until the market close on January 1, 2025 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
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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.
Wealth Management
JANUARY 2, 2025
Strategists who got 2023 and 2024 wrong are extrapolating equity market strength into 2025. Recency bias can mislead.
Advisor Perspectives
JANUARY 2, 2025
Gas prices closed out 2024 by falling to their lowest level since May 2021. As of December 30th, the price of regular and premium gas decreased 2 cents and 1 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $71.72, up 3.6% from last week.
Wealth Management
JANUARY 2, 2025
The U.S. election results in November resulted in a stronger, dollar, sending bullion prices down, ending any momentum for gold funds.
NAIFA Advisor Today
JANUARY 2, 2025
NAIFA celebrates a successful year of integration and advocacy, urging members to maximize benefits and participate actively for a prosperous 2025.
Speaker: Chandra McCormack, CPA, MBA, NACD.DC
Imagine being a financial leader who not only ensures the books are balanced but also shapes the future of your organization. 🤔 ✨ This session will take you beyond the routine reporting and into the realm of strategic financial leadership. We’ll explore how today’s finance professionals can juggle the day-to-day operations while also delivering the long term vision that drives growth.
Wealth Management
JANUARY 2, 2025
AI is reshaping wealth management by driving personalized client interactions and enhancing operational efficiency.
Advisor Perspectives
JANUARY 2, 2025
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of December 20, the index was at 23.1761, down 4.129 from the previous week, with 5 of the 6 components in expansion territory.
Leading Advisor
JANUARY 2, 2025
As we continue exploring the steps to create a successful 2025, Id like to share how working with a Fractional Chief Operating Officer (FCOO) can… The post Unlocking the Power of Vision: Partnering with a Fractional COO appeared first on Leading Advisor - Simon Reilly.
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