Abnormal Returns
JUNE 21, 2024
Listening The Longform Podcast is calling it quits. (defector.com) A list of some of the most popular (and influential) podcasters. (vulture.com) Economy Scott Galloway talks with Kyla Scanlon author of "In This Economy? How Money & Markets Really Work." (podcasts.apple.com) Joe Weisenthal and Tracy Alloway talk with John Arnold about the roadblocks to building in America.
Nerd's Eye View
JUNE 21, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5 million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. At the same time, they also overwhelmingly recognize the value of financial advisors , not only for increasing their wealth beyond what they could have achieved on thei
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Advisor Perspectives
JUNE 21, 2024
The Conference Board Leading Economic Index (LEI) decreased in May to its lowest level since April 2020. The index fell 0.5% from the previous month to 101.2. While the index does signal softer economic conditions lay ahead, the LEI is currently not signaling a recession.
Calculated Risk
JUNE 21, 2024
From the NAR: Existing-Home Sales Edged Lower by 0.7% in May as Median Sales Price Reached Record High of $419,300 Existing-home sales slightly declined in May as the median sales price climbed to a record high, according to the National Association of REALTORS®. In the four major U.S. regions, sales slid month-over-month in the South but were unchanged in the Northeast, Midwest and West.
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
JUNE 21, 2024
PhilanthPro's Nicholas Palahnuk discusses how clients' growing interest in philanthropy demands a more integrated approach, where giving is strategically aligned with overall financial goals.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
JUNE 21, 2024
I track all of my savings and investments on Excel. Guess I’m old school and, yes, kind of a personal finance dork. I can’t help it. It’s nothing fancy. Just a collection of the holdings in our various accounts along with some simple calculations — net worth, annual retirement contributions, asset allocation, how much we’re saving each year, etc.
Calculated Risk
JUNE 21, 2024
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 4.11 million SAAR in May Excerpt: Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2023 and 2024. Sales declined 2.8% year-over-year compared to May 2023. This was the thirty-third consecutive month with sales down year-over-year.
Wealth Management
JUNE 21, 2024
David Tepp, founder and CEO of Tepp Wealth Management, discusses how he uses his CPA background to center financial planning for clients of his $130 million AUM firm.
Random Roger's Retirement Planning
JUNE 21, 2024
Jeff Ptak from Morningstar Tweeted out that the Stone Ridge LifeX funds we've been talking about lately have started a "conversion" to the ETF wrapper. It's a little confusing but it appears that when the cohort reaches age 80, the ETF will convert to either a longevity pool for males or females, depending, that is referred to in the filing as a closed end trust or holders can simply cash out.
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
JUNE 21, 2024
Some strategic actions and best practices in the wake of the sunsetting of the 2017 Tax Reform and Jobs Act in 2025.
Discipline Funds
JUNE 21, 2024
Here are three things I think I am thinking about: 1) The Concentration of the Mag 7 is Both Good and Bad. In a recent piece I discussed the risk of concentration in the US stock market. It’s really amazing. Almost every day now the Magnificent 7 add hundreds of billions of dollars in market cap value. It almost feels like the only game in town now as the market cap weighted stock indices trounce virtually everything else in large part due to this small group of companies.
Wealth Management
JUNE 21, 2024
KKR's Doug Krupa details the private equity firm's strategy for working with wealth advisors.
Calculated Risk
JUNE 21, 2024
From BofA: Our 2Q tracking estimate is two tenths higher at 1.8% q/q saar largely due to stronger than expected May payrolls and weaker than expected May CPI and PPI [June 20th estimate] emphasis added From Goldman: We lowered our Q2 GDP tracking estimate by 0.1pp to +1.9% (qoq ar) and our Q2 domestic final sales forecast by the same amount to +2.0%.
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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
JUNE 21, 2024
The investment manager has added eight new fixed-income and multi-asset SMAs for advisors to use in client portfolios.
Truemind Capital
JUNE 21, 2024
Lessons to learn to get better value from your wealth manager We onboarded a client with a portfolio of around INR 50 Crores, earlier managed by a big & reputed wealth management company. The portfolio was constructed for retirement purposes with 12 years of investment horizon. The risk profile of the client is moderate. When we did the portfolio health check-up, we found nearly 50 products in the portfolio. 40% allocation in AIFs and 20% average in debt.
Wealth Management
JUNE 21, 2024
The platform is specifically tailored to meet the needs of firms that service high- and ultra-high-net-worth clients.
Advisor Perspectives
JUNE 21, 2024
The S&P 500 rose for a third straight week, finishing up 0.61% from last Friday. The index is currently up 15.22% year to date and has recorded a new all-time high 31 times this year.
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
JUNE 21, 2024
What wealth advisors need to know about taxing unrealized gains.
Advisor Perspectives
JUNE 21, 2024
Existing home sales fell for a third straight month in May while the median price reached a new record high. According to the data from the National Association of Realtors (NAR), existing home sales were down 0.7% from April, reaching a seasonally adjusted annual rate of 4.11 million units. This figure came in higher than the expected 4.08 million.
Wealth Management
JUNE 21, 2024
Schwab's upcoming tech updates aim to improve advisor-client experiences.
Sara Grillo
JUNE 21, 2024
Keep it brief. Make it about the opportunity – not the rejection. Put all the emphasis on the type of advisor who is correct and how they should find them, not why they aren’t right for you. Take these actions TODAY: When rejecting the prospect, don’t ramble. Just give them one good reason , and use my Two Sentence Rule. Example: (Smile) “From our conversations I observed that you seem more of a Do-It-Yourself type of investor.
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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
JUNE 21, 2024
Allspring Global Investments plans to start offering actively managed ETFs.
Sara Grillo
JUNE 21, 2024
Question from a subscriber: “I had a welcome video of me on my home page website for a year, but I just took it down. My prospects have slowed since I put it up last year. Tips on what to put in a video on a website?” The sudden reduction in number of leads could be due to a number of factors beyond your control. The Google algorithm is always changing, for example.
Wealth Management
JUNE 21, 2024
Explore advanced analytics, comprehensive data integrity, and seamless planning integration.
Advisor Perspectives
JUNE 21, 2024
After being on the frontline of the pandemic, then grappling with an edgy public and a spike in shoplifting, its been a tough few years to work retail. But for Walmart Inc. managers, at least, things are looking up.
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!
Wealth Management
JUNE 21, 2024
Thursday, July 18, 2024 | 4:00 PM Eastern Daylight Time
Advisor Perspectives
JUNE 21, 2024
A rising number of U.S. taxpayers are subject to an investment income surtax, introduced a decade ago in federal legislation. Here are some strategies that may help mitigate the impact of the tax.
SEI
JUNE 21, 2024
Advisors should act now to position clients for future financial success.
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