Nerd's Eye View

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market. However, less well-known is the related but distinct asset class of private debt, which, like private equity, focuses on opportunities outside of what is traded on the public market but deploys its capital in the

Assets 190

Assets Clients Portfolio Asset Allocation 190

The Big Picture

JANUARY 19, 2023

Last year, we hosted the first Future Proof conference , and it was. The reviews were fabulous: Morningstar , L.A. Times , Investment News , Financial Planning , RIA Biz , Think Advisor , Business Insider ; Afterward, I told you the traditional financial conference was kaput. Attendees from all over the country (and the world!) came to discuss the most important issues surrounding advising clients.

Wealth Management 318

Wealth Management Financial Planning Clients Planning 318

The Reformed Broker

JANUARY 18, 2023

FUTURE PROOF FESTIVAL 2023 TICKET REGISTRATION IS NOW OPEN Join us September 10th-13th in Huntington Beach, CA! It’ll be the lowest rate you’ll ever pay to attend. Prices jump in 2 weeks. Use the link down below to register now. See you there[link] pic.twitter.com/BTO0RNivhJ — The Compound (@TheCompoundNews) January 18, 2023 Last September we threw the biggest wealth management festival (and proba.

Wealth Management 294

Wealth Management Management 294

Abnormal Returns

JANUARY 20, 2023

Markets What a 'breakaway momentum thrust' means for investors. (ritholtz.com) India's stock market held up well in 2022. (wsj.com) Don't let your portfolio be driven by strategist forecasts. (savantwealth.com) Streaming Where Netflix ($NFLX) stands going into the post-Reed Hastings era. (variety.com) Ad-supported streaming tiers have been slow to take off.

Investments 246

Investments Investing Startup Financial Advising 246

Advertisement

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.

Accounting

Nerd's Eye View

JANUARY 16, 2023

One of the most important aspects of emotional wellbeing is having a feeling of control over one’s time. Indeed, financial advisors often describe one of the benefits of financial planning as helping people take control of their time by giving them the financial freedom to do what they enjoy. And likewise, for advisors themselves, one of the ways to stay happy and thriving is to have the ability to spend time doing what one finds is most valuable or fulfilling.

Financial Planning 215

Financial Planning Clients Financial Advisor Planning 215

The Big Picture

JANUARY 18, 2023

Last week, I discussed the December CPI print; it showed further evidence that inflation is coming down substantially. But I had to point out this was not because of the Fed, but despite their actions. If anything, they are making price increases worse. In particular, they are driving prices higher in the rental market. Today, the Producer Price Index and Consumer Retail Sales both showed the economy is decelerating and not on an inflation-adjusted basis.

Economics 313

Economics Retail Banking Economy 313

Abnormal Returns

JANUARY 19, 2023

Markets Is this a new bull market? Hold on. (theirrelevantinvestor.com) When it comes to active management, hope springs eternal. (on.ft.com) Ashby Monk, “The Swensen model is the Swensen model because of leadership.That human being had the drive to take all of these inputs and drivers and build the Yale Model.” (institutionalinvestor.com) Finance When will VCs deploy all their 'dry powder'?

Financial Advising 246

Financial Advising Media Banking Economy 246

Nerd's Eye View

JANUARY 20, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level. While it remains to be seen whether the measures will actually be enacted, proposed measures include raising income and capital gains tax rates, instituting wealth taxes, and red

Financial Planner 198

Financial Planner Financial Advice Fee Only Financial Planning 198

The Big Picture

JANUARY 20, 2023

There seems to be a debate going on today between economists and market technicians (!?) as to whether we are in a bull or bear market. I’ve defined markets in the past (see this) so those who want to delve deeper can. Regardless of where fall in the bull/bear spectrum – I have been constructive here – allow me to point out some bullish items you may have overlooked (I’ll discuss bearish concerns next week).

Retail 300

Retail Banking Economics Marketing 300

The Reformed Broker

JANUARY 18, 2023

Netflix is one of the biggest bouncers in the entire market, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.

Marketing 245

Marketing Marketing 245

Speaker: Sierre Lindgren

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.

Assets

Abnormal Returns

JANUARY 17, 2023

Markets Market breadth has been historically positive. (quantifiableedges.com) 2022 in review with charts including the good times for cash and commodities. (bilello.blog) Rates Allocators can now meet goals with bonds and not rely so much on stocks. (wsj.com) Where do high-yield spreads stand today? (mailchi.mp) Strategy Unexpected things happen in the markets all the time.

Financial Advising 246

Financial Advising Media Marketing Marketing 246

A Wealth of Common Sense

JANUARY 19, 2023

A reader asks: Is it crazy to be 100% in stocks from age 32 to sometime in my 50s for my retirement accounts? And another reader asks a similar question: I don’t get why people work a 30+ year career while investing in stocks only to glide path into a heavier bond allocation around retirement. Why not just stay 100% in stocks, benefit from share price appreciation and collect dividends for life?

Portfolio 145

Portfolio Retirement Accounting Investing 145

The Big Picture

JANUARY 16, 2023

Visual Capitalist : How much money is a brand truly worth? For some companies, a brand is something that helps slightly boost customer engagement and sales. But for others, including some of the largest companies in the world, a strong brand is one of their most valuable assets. The post Most Valuable Brands, 2000–2022 appeared first on The Big Picture.

Sales 279

Sales Assets 279

The Reformed Broker

JANUARY 17, 2023

Final Trades: Nextera, Corning & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

240

240

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

Management

Abnormal Returns

JANUARY 19, 2023

Books An excerpt from “The Good Life: Lessons From the World’s Longest Scientific Study of Happiness,” by Robert Waldinger and Marc Schulz. (wsj.com) Insights from "Flights of Fancy: Defying Gravity by Design and Evolution" by Richard Dawkins. (rationalwalk.com) An excerpt from "Beyond Measure: The Hidden History of Measurement from Cubits to Quantum Constants" by James Vincent.

Media 242

Media 242

Pragmatic Capitalism

JANUARY 20, 2023

Here’s the first batch of answers from the Ask Me Anything.

Asset Allocation 145

Asset Allocation Assets Investments Investing 145

The Big Picture

JANUARY 14, 2023

This week, we speak with Jennifer Grancio, the chief executive officer of impact investment group Engine No. 1. Grancio has more than 25 years of experience scaling businesses across financial services; prior to joining Engine No. 1, she founded an advisory firm where she worked closely with CEOs to accelerate growth. She also served as a founding member of BlackRock’s iShares business, where she helped drive the development of the global ETF industry and iShares’ leadership role within it.

Engineering 278

Engineering Financial Services Portfolio Accounting 278

The Reformed Broker

JANUARY 20, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Doug Boneparth, Phil Huber, and Downtown Josh Brown discuss discuss alts, bonds over stocks, the probability of a recession, ETF flows, Schwab’s double downgrade, why Bill Ackman cares about Sam Bankman-Fried, Einhorn’s turnaround, who’s going to buy WWE, rising interest rates, and much more!

Marketing 237

Marketing Marketing 237

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.

Accounting

Abnormal Returns

JANUARY 15, 2023

Top clicks this week Nine retirement myths including 'I’m frugal and plan to live on 50% of my pre-retirement income.' (humbledollar.com) The bear market is already over. (allstarcharts.com) High yield bank savings accounts are now actually high yield. (awealthofcommonsense.com) What a personal net worth statement tells you. (morningstar.com) The BNPL bubble is set to burst.

Retirement 157

Retirement Banking Accounting Planning 157

Calculated Risk

JANUARY 19, 2023

The DOL reported : In the week ending January 14, the advance figure for seasonally adjusted initial claims was 190,000 , a decrease of 15,000 from the previous week's unrevised level of 205,000. The 4-week moving average was 206,000, a decrease of 6,500 from the previous week's unrevised average of 212,500. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.

141

141

The Big Picture

JANUARY 16, 2023

Happy MLK day ! Markets are closed, but the flow never stops. Contextualize the news with our 3-day weekend reads: • The Disappearance of the Hit-Driven Business Model : As the industry changes, where do creative producers fit in? How do we make a living and provide services for the subscriber-driven companies? How do we get paid a sustainable salary, while also having healthcare and supporting the overhead of our work, which often comes out of our own pocket?

Healthcare 277

Healthcare Engineering Distribution Banking 277

A Wealth of Common Sense

JANUARY 15, 2023

Some people might think it’s bizarre that turning the page on the calendar should matter to investors. Why do investment professionals care about the end of a month, quarter or year? These periods do seem arbitrary but the changing of the calendar from one year to the next offers a good chance for market nerds like myself to update some long-term market data.

Marketing 134

Marketing Marketing Investing Investments 134

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.

Accounting

Wealth Management

JANUARY 18, 2023

Now is an opportunity to grow your practice and prepare it for future success.

Financial Advisor 133

Financial Advisor 133

Calculated Risk

JANUARY 20, 2023

From the NAR: Existing-Home Sales Receded 1.5% in December Existing-home sales retreated for the eleventh consecutive month in December, according to the National Association of Realtors®. Three of the four major U.S. regions recorded month-over-month drops, while sales in the West were unchanged. All regions experienced year-over-year declines. Total existing-home sales, completed transactions that include single-family homes, townhomes, condominiums and co-ops – decreased 1.5% from November to

Sales 141

Sales 141

The Big Picture

JANUARY 14, 2023

The weekend is here! Pour yourself a mug of Volcanica coffee , grab a seat by the fire, and get ready for our longer-form weekend reads: • A Chicago Attorney Is Getting Justice For Hundreds Of Wrongfully Convicted People All At Once : Josh Tepfer has helped exonerate 288 people, many of whom were convicted based on patterns of misconduct by corrupt police or officials. ( Buzzfeed ). • The Great Forgetting: Earth is losing its memory : A stratum of amnesia in the geological record, where overlyi

Engineering 276

Engineering Distribution Food Media 276

Trade Brains

JANUARY 20, 2023

A Case Study on ‘Satyam Scam’ Accounting Scandal: When the 2008 recession hit the world, India was not only going through a financial crisis but also an ethical crisis. Imagine a hypothetical scenario in the stock market where the very basic financials provided to you by a company are manipulated. This was what happened with Satyam Computer Services.

Banking 131

Banking Accounting Ethics Sales 131

Advertisement

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.

Planning

Wealth Management

JANUARY 17, 2023

As portfolio performance becomes the top concern among clients, one in four have either thought about switching, or switched, financial advisors in the last three years, a YCharts survey found.

Clients 133

Clients Financial Advisor Portfolio 133

Calculated Risk

JANUARY 18, 2023

The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 35, up from 31 last month. Any number below 50 indicates that more builders view sales conditions as poor than good. From the NAHB: Builder Confidence Uptick Signals Turning Point for Housing Lies Ahead A modest drop in interest rates helped to end a string of 12 straight monthly declines in builder confidence levels, although sentiment remains in bearish territory as builders continue to grapple with

Sales 140

Sales Numbers Marketing Marketing 140

The Big Picture

JANUARY 15, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption, and policy failures: • Not so faux: How the ‘fake’ fur industry is secretly selling you real fur : Faux fur is a staple of the fashion industry. But what’s marketed as fake might actually be all too real. ( Grid ). • How Trump’s allies stoked Brazil Congress attack : The scenes in Brasilia looked eerily similar to events at the US Capitol on 6 January two years ago – and there are deeper connections as well. ( BBC ) see

Engineering 246

Engineering Distribution Manufacturing Media 246

Abnormal Returns

JANUARY 18, 2023

Markets How do muni bonds stack up going into 2023? (marketwatch.com) In a calendar year, stocks can rise while earnings fall. (tker.co) Commodities Why orange juice prices are soaring. (wsj.com) The periodic table of commodity returns for 2022. (visualcapitalist.com) Strategy A quick reminder that a covered call position is equivalent to being short a put.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

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.

Clients