Abnormal Returns
DECEMBER 18, 2023
Podcasts Daniel Crosby talks wealth confidence with Anthony Damtsis who is Deputy Head of Behavioral Finance at TD Wealth. (standarddeviationspod.com) Thomas Kopelman talks planning for people planning to move outside the U.S. with Jack Thomas. (podcasts.apple.com) The biz What is the endgame for Betterment? (citywire.com) After some false starts, Apex Fintech, the clearing firm, filed for an IPO.
Nerd's Eye View
DECEMBER 18, 2023
As 2023 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd's Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). We recognize (and appreciate!) that this blog – its articles and podcasts – is a regular habit for tens of thousands of advisors, but that not everyone has the time or opportunity to read every blog post or listen to every podcast that is
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Abnormal Returns
DECEMBER 18, 2023
Markets The VIX is at its lowest level since the onset of the pandemic. (axios.com) Junky stocks have benefited greatly from the recent rally. (ft.com) Here are some more signs of market strength. (allstarcharts.com) Strategy The best thing you could have done in 2023 was to stick to your plan. (awealthofcommonsense.com) It was hard to lose money in 2023, but here are five ways it may have happened.
The Big Picture
DECEMBER 18, 2023
Love this giant chart! You can order one at Investments Illustrated The post 2023: The Big Picture appeared first on The Big Picture.
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.
Calculated Risk
DECEMBER 18, 2023
Altos reports that active single-family inventory was down 1.4% week-over-week and is now up 3.0% year-over-year. Inventory will likely decrease seasonally until the Spring. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of December 15th, inventory was at 539 thousand (7-day average), compared to 546 thousand the prior week.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Cornerstone Financial Advisory
DECEMBER 18, 2023
Weekly Market Insights : Stocks Rally On Fed, Inflation News Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The Dow Jones Industrial Average rose 2.92%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index picked up 2.85% for the week.
XY Planning Network
DECEMBER 18, 2023
Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year. From RIA compliance best practices to using behavioral marketing tactics to get more clients, this list is loaded with one helpful resource after another to send you into 2024.
Trade Brains
DECEMBER 18, 2023
Top 5 Tax Havens In The World : Where most of us are already annoyed by the mere thought of paying income taxes, have you ever wondered how super-rich people avoid taxes legally? They park their money in tax-haven countries where it’s easy to evade taxes. What’s a Tax Haven? Tax haven have been known to have extremely low or zero taxes compared to what you’d pay in your own country.
Advisor Perspectives
DECEMBER 18, 2023
Investors were pleased about the Federal Reserve’s latest policy announcement — perhaps a touch more so than Chair Jerome Powell and his colleagues might wish.
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
DECEMBER 18, 2023
The limited liquidity vehicle is becoming increasingly popular as a tool for individual investors looking for some exposure to private assets.
Integrity Financial Planning
DECEMBER 18, 2023
One crucial aspect that you should financially monitor is the common financial stumbling block encountered when shifting to a retirement lifestyle. Here are some valuable insights from our professionals for those on the verge of retirement: Stick to a Well-Constructed Plan Having a well-defined blueprint for your retirement plan, which considers your budget and expected expenditures, is crucial.
Carson Wealth
DECEMBER 18, 2023
The Inflation Problem is Easing, and the Fed’s Likely Going to Cut Rates The Federal Reserve recognized strong progress on inflation at its most recent policy meeting. Yields plummeted and equities rallied following the Fed’s announcement. Rate-cut expectations have risen substantially, including by the Fed. Over the next five years, we continue to favor U.S. equities, potentially supported by a virtuous productivity cycle.
Wealth Management
DECEMBER 18, 2023
In this replay of an earlier episode, David Lenok and Kelley Wolfington discuss the values-driven spending habits of younger generations.
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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.
Advisor Perspectives
DECEMBER 18, 2023
Trying to outperform the market by timing exits (just before the bear awakens from its hibernation) and entries (as the bull enters the arena) is a fool’s errand.
Wealth Management
DECEMBER 18, 2023
Cerulli data shows what would entice wealth advisors to manage defined contribution retirement plans.
A Wealth of Common Sense
DECEMBER 18, 2023
Today’s Talk Your Book is brought to you by Alternative Fund Advisors: We are joined by Marco Hanig, Managing and Founding Principal of Alternative Fund Advisors to discuss the momentum behind private credit. On today’s show, we discuss: What is Private Credit? Why banks are no longer lending to some businesses The difference between a loan and a bond Interval funds vs mutual funds Why private credit deserve.
Wealth Management
DECEMBER 18, 2023
The once popular securities lost their appeal this year as the Federal Reserve hiked interest rates to control inflation.
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
Advisor Perspectives
DECEMBER 18, 2023
We analyze a case study for a wealthier couple with $5.5 million in investment assets and a larger retirement spending goal.
Wealth Management
DECEMBER 18, 2023
Wealthspire's Mike LaMena discusses his journey, his firm's offerings and multi-generational planning.
WiserAdvisor
DECEMBER 18, 2023
Navigating the journey to retirement can often feel like a complex puzzle, especially when it comes to figuring out how much you need to save. It’s a question that resonates with almost everyone, primarily because it determines their comfort during the non-working years of their lives. The answer to “how much you need to retire” is shaped by various factors, including the kind of retirement life you dream of, your age, and the expenses you anticipate during your retirement years.
Wealth Management
DECEMBER 18, 2023
The industry is grappling with an unprecedented set of existential challenges.
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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.
Calculated Risk
DECEMBER 18, 2023
From Matthew Graham at Mortgage News Daily: Mortgage Rates Almost Perfectly Unchanged Near 7 Month Lows Little--if anything--happened to create any meaningful movement in the underlying bond market. Treasury yields have also flat-lined since last Thursday afternoon. Financial markets will now be waiting until the first week of January for the next piece of economic data that could truly be considered "top tier" (a description that arguably only applies to the jobs report and the Consumer Price I
Wealth Management
DECEMBER 18, 2023
These 10 individuals are set to innovate and influence the wealth management industry in 2024.
Calculated Risk
DECEMBER 18, 2023
From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.26% in November The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 3 basis points from 0.29% of servicers’ portfolio volume in the prior month to 0.26% as of November 30, 2023. According to MBA’s estimate, 130,000 homeowners are in forbearance plans.
Wealth Management
DECEMBER 18, 2023
DocuSign, which went public in 2018, has been hurt by increasing competition from Adobe Inc.’s document business.
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!
Calculated Risk
DECEMBER 18, 2023
The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 37, up from 34 last month. Any number below 50 indicates that more builders view sales conditions as poor than good. From the NAHB: Builder Sentiment Rises on Falling Interest Rates Falling mortgage rates helped end a four-month decline in builder confidence, and recent economic data signal improving housing conditions heading into 2024.
Wealth Management
DECEMBER 18, 2023
Olivia Eisinger is the general manager of advisory at Apex Fintech Solutions.
Advisor Perspectives
DECEMBER 18, 2023
There's more to an overlay program than just cash equitization and systematic rebalancing. The flexibility of the program allows for several other exposure management strategies.
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