This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. As a freelancer, youre your own boss, accountant, and financial planner all rolled into one.
Here is a review of the Ten Economic Questions for 2024. Below are my ten questions for 2025 (I've been doing this online every year for 20 years!). These are just questions; I'll follow up with some thoughts on each of these questions. The purpose of these questions is to provide a framework of how the U.S. economy will likely perform in 2025, and if there are surprises - like in 2020 with the pandemic - to adjust my thinking.
Welcome everyone! Welcome to the 417th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Paul G McManus. Paul is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process. What's unique about Paul, though, is how he counsels advisors not to write books for the potential royalties they could earn, but rather as a means to establish themselves as an authority in the m
Richard Hill, the head of Cohen & Steers real estate strategy, talks about how financial advisors should tackle commercial real estate investment next year.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Podcasts Christine Benz talks with Daniel Crosby about his new book "The Soul of Wealth: 50 Reflections on Money and Meaning." (morningstar.com) Robin Powell talks with Jonathan Clements about the importance of investor behavior. (youtube.com) Katti Gatti Tassin and Henah Velez talk about the many downsides of spending too much on your car (or pickup truck).
The Census Bureau reports New Home Sales in November were at a seasonally adjusted annual rate (SAAR) of 664 thousand. The previous three months were revised up, combined. Sales of new single-family houses in November 2024 were at a seasonally adjusted annual rate of 664,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
The core question in the prospecting process is often one of mutual fit – balancing personality compatibility with the advisor's value proposition versus the problem to be solved. The typical prospecting process involves multiple meetings, and a fairly common response for advisors to hear after giving their 'pitch' is that the client needs some extra time to think about it.
The core question in the prospecting process is often one of mutual fit – balancing personality compatibility with the advisor's value proposition versus the problem to be solved. The typical prospecting process involves multiple meetings, and a fairly common response for advisors to hear after giving their 'pitch' is that the client needs some extra time to think about it.
Autos Most big auto mergers don't work out. (msn.com) Is there any reason to drive faster than 100 mph? (fastcompany.com) We should move faster toward expanding autonomous vehicles. (hunterwalk.com) Should you give your new teen driver a new car or a hand-me-down? (awealthofcommonsense.com) Energy The race is on to build viable sodium-ion batteries.
Today, in the CalculatedRisk Real Estate Newsletter: Lawler: New Census Population Estimates Show Massively Higher Population Growth Excerpt: From housing economist Tom Lawler: New Census Population Estimates Incorporate Revised Methodology for Estimating Net International Migration, Show Massively Higher Population Growth Last week Census released its Vintage 2024 estimates of the US resident population, and the new estimates show substantially faster population growth over the past few years
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so. The report suggests this might be due in part to increased RIA valuations and the assumption of some firm founders that next-generation employees won't be financially able to buy out the firm from them,
It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Markets We should be grateful for 2024's returns, especially if you avoided the negativity. (allstarcharts.com) No one else is to blame for your investing failures. (microcapclub.com) Companies OpenAI is officially transitioning to a for-profit company. (techcrunch.com) How Reddit ($RDDT) became a huge winner in 2024. (slate.com) Video game companies are going broke building new games with life-like graphics.
Today, in the CalculatedRisk Real Estate Newsletter: Question #9 for 2025: What will happen with house prices in 2025? Excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and Ill post thoughts on those in this newsletter (others like GDP and employment will be on my blog).
This analysis explores why SOC2 certification, despite its widespread adoption and respected status, may provide a false sense of security and prove inadequate in protecting organizations against modern cyber threats.
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
Carlo di Florio, president of the industry compliance consulting firm ACA Group, said SEC Chair Nominee Paul Atkins approach to digital assets would be one of the most important legacies hell leave should he be confirmed.
Spotify How Spotify ($SPOT) went to war against it own artists by uploading proprietary tracks. (honest-broker.com) Spotify ($SPOT) insiders are selling a lot of stock. (ft.com) Listening Does listening to an audiobook count as 'reading'? (wsj.com) The 20 best podcast series of 2024 including 'Road to Rickwood.' (theatlantic.com) Seven under-the-radar sports podcasts to check out.
From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.50% in November The Mortgage Bankers Associations (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.50% as of November 30, 2024. According to MBAs estimate, 250,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.5 million borrowers since March 2020.
OpenAI, founded a decade ago as a research organization, is considering a change to the AI company’s structure that would create a more conventional money-making corporation alongside a nonprofit arm.
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
Markets Higher for longer is the theme going into 2025. (apolloacademy.com) There's large cap growth stocks in the U.S., and then everything else. (awealthofcommonsense.com) Global diversification is doing what it is supposed to do. (disciplinefunds.com) Crypto Is quantum computing an existential threat to Bitcoin and other cryptocurrencies? (wsj.com) Where does the Hawk Tuah memecoin scandal stand?
Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I posted thoughts on those in the newsletter (others like GDP and employment will be on this blog). I'm adding some thoughts and predictions for each question.
By Matt Pais, MDRT Senior Content Specialist Every month, the MDRT Podcast delivers insights from members about how they handle challenges and changes in their practice. In 2024, these were the most-listened episodes. Enjoy, and thanks for listening!
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.
Podcasts Michael Kitces and Carl Richards discuss navigating the issue of underpaying clients. (kitces.com) John Mihaljevic talks family office dynamics with Prof. Lauren H. Cohen of HBS. (latticework.com) Q&A A Q&A with David Lau, founder and CEO at DPL Financial Partners. (thinkadvisor.com) A Q&A with Ritik Malhotra, co-founder and CEO, of Savvy Wealth.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Mortgage rates as of Monday (a little lower on Tuesday). Thursday: At 8:30 AM ET, The initial weekly unemployment claims report will be released. Initial claims were at 220 thousand last week.
Managers are more likely to vote for analysts who exhibit greater say-buy/whisper-sell behavior toward these man agers. This suggests that analysts reduce the accuracy of their public recommendations, thereby maintaining the value of their private advice to funds. Do sell-side analysts say buy while whispering sell? was originally published at Alpha Architect.
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.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Tuesday: At 10:00 AM ET, Richmond Fed Survey of Manufacturing Activity for December. The NYSE and the NASDAQ will close early at 1:00 PM ET.
Introduction and Key Highlights In todays challenging landscape, standing out and building meaningful client connections is essential. Forefield, developed by a leading fintech company, provides comprehensive solutions tailored to help professionals streamline their efforts and achieve growth. Forefield Advisor Marketing is a powerful suite of tools for financial professionals, aimed at enhancing client engagement and driving business growth.
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.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content