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common-area 
Wealth Management
DECEMBER 12, 2023
In this final episode of the Common Area podcast, listen to a replay of David Bodamer's conversation with Capital Square's Louis Rogers about the tax benefits of certain real estate structures.
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Wealth Management
NOVEMBER 13, 2023
Bluerock is among a group of alternative asset managers creating offerings meant to increase access to other asset types and investment structures.
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Wealth Management
OCTOBER 16, 2023
Cadre's CEO discusses how the firm uses predictive models and workflow tools to change the real estate investment experience.
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Wealth Management
SEPTEMBER 18, 2023
Forum Investment Group's Jay Miller describes how alt investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors.
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Wealth Management
AUGUST 28, 2023
John Love, president and CEO of USCF, talks about the role of commodities as part of investor allocations to alternatives and outlines the firm's ETF strategy.
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Wealth Management
JULY 17, 2023
Cresset Partners' Elizabeth Wohlleb discusses how the firm works with investors to explore strategic real estate opportunities.
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Wealth Management
MARCH 20, 2023
Capital Square's Louis Rogers comes on the podcast to talk about 1031 exchanges, DSTs, Qualified Opportunity Zones and other tax-advantaged real estate options.
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Wealth Management
MAY 30, 2023
Clarion Partner's Rick Schaupp came on the podcast to talk about the firm's latest real estate investment fund and how it can fit into client's portfolios.
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Wealth Management
APRIL 17, 2023
Sanctuary Wealth's Patrick McGowan comes on the podcast to discuss how the RIA is assessing alternative investment opportunities and structures.
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Wealth Management
AUGUST 22, 2022
Newmark's Lisa DeNight and Kyle S. Roberts discuss how the time it is taking to build new industrial facilities has lengthened along with other major trends from the logistics real estate segment.
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Wealth Management
JUNE 20, 2023
AEW Capital Management's Michael Acton describes what he sees happening within the current real estate market and how investors could benefit.
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Wealth Management
OCTOBER 3, 2022
Fifth Wall's Sarah Liu comes on the podcast to discuss some of the latest developments in the proptech space, including what parts of the business real estate investors are targeting with the newest innovations.
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Wealth Management
FEBRUARY 21, 2023
Xander Snyder, Senior Commercial Real Estate Economist at First America, comes on the podcast to discuss economic trends impacting real estate investment.
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Abnormal Returns
OCTOBER 16, 2023
kitces.com) Why people don't move to lower cost-of-living areas. advisorperspectives.com) Five common Medicare coverage mistakes. (tonyisola.com) How much is direct indexing growing? riabiz.com) The latest in advisortech including YChart's new proposal generation tool. wsj.com)
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Nerd's Eye View
JULY 13, 2023
For many who are new to the financial planning profession and who have no experience working with clients, participating in client meetings can trigger feelings of anxiety, especially for those who share the common fear of public speaking.
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Nerd's Eye View
MARCH 29, 2024
Also in industry news this week: With the new “T+1” rules for trade settlements will go into effect in late May, the SEC has issued a risk alert for broker-dealers and RIAs outlining the requirements they face and areas of focus for the regulator during upcoming examinations A recent survey suggests that while client satisfaction with their (..)
Nerd's Eye View
OCTOBER 19, 2023
While there is no 'silver (or blue) bullet' for financial advisors looking to serve those who may otherwise lack access to financial services, differentiating themselves by narrowing their focus on a specific area can still be a good first step. Most commonly, niches present as particular needs of a firm's clients.
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The Big Picture
MARCH 22, 2023
manufacturing can’t compete on cost, but it has a leg up in some areas. ( A Wealth of Common Sense ) • What is a Bailout? But the government-orchestrated deal has angered many investors. Financial Times Alphaville ) • Why Job Reshoring Is Merely a Trickle : U.S.
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The Big Picture
FEBRUARY 24, 2023
( The Honest Broker ) • Why the South has such low credit scores : The reason why credit scores are so low in the South is connected to medical debt, because that’s the most common type of unpaid bill that people have. The South has the highest levels of medical debt in the country.
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Financial Symmetry
JULY 31, 2023
The most common options are to: Keep it and hope it appreciates (especially in an area with a lot of urban expansion) … Continued The post Understanding Conservation Easements appeared first on Financial Symmetry, Inc. If you own or have inherited some undeveloped land, you might be wondering what to do with it.
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Abnormal Returns
OCTOBER 7, 2023
npr.org) How sand dunes can protect related areas. davidepstein.substack.com) Fluorescent mammals are more common than thought. (economist.com) Cities need to be designed to absorb more water. hakaimagazine.com) Science Science can often progress through serendipitous interactions.
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MainStreet Financial Planning
MAY 10, 2024
You might be a solo ager if you are: An individual or couple with no children An individual who never married, or had children An individual living alone since the death or divorce of a spouse or partner An individual or couple whose relatives live far away or are estranged Solo aging is very common and on the rise.
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Nerd's Eye View
JANUARY 10, 2023
What's unique about Lisa, though, is how, by digging deeper into an existing firm niche focus of Coca-Cola employees and talking extensively with employees there about their common needs and issues that affected their financial goals, she began to write white papers for them, which was so successful in building her reputation and expertise – (..)
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Million Dollar Round Table (MDRT)
NOVEMBER 19, 2023
This is important because if you’re not convinced about something, you may lack motivation in some areas of financial planning. Advisors’ limiting beliefs One example of a limiting common belief is that permanent life insurance is expensive, and that term insurance is sufficient to provide the necessary coverage.
Steve Sanduski
JULY 11, 2023
Cheryl is the creator of The AREA Method, an evidence-based decision making system that uniquely controls for and counters cognitive bias to expand knowledge while improving judgment. Using The AREA Method to game out the ripple effects of our decisions. Guest: Cheryl Strauss Einhorn.
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Nerd's Eye View
NOVEMBER 21, 2022
A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.
Abnormal Returns
AUGUST 19, 2023
theconversation.com) Fire Wildfire losses are increasing as humans live in higher risk areas. (insidehook.com) Hawaii There are still a lot of questions about what happened on Maui. msn.com) How Hawaii's climate is changing. washingtonpost.com) After a fire, there are a lot of other contamination issues to deal with.
The Big Picture
AUGUST 14, 2023
The Overshoot ) • The Clean Energy Future Is Arriving Faster Than You Think : The United States is pivoting away from fossil fuels and toward wind, solar and other renewable energy, even in areas dominated by the oil and gas industries. ( None of this is likely to boost PCE. ( That’s around 5% of the time.
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The Big Picture
MAY 17, 2023
Europe‘s return to office rate 90+%, while RTO in the USA is just ~60%; Metro areas are doing even worse at 50%. ( Wealth of Common Sense ) • How Close is Tokenization for Mainstream Investors? As the story evolved, Lewis has had a front-row seat to the drama. ( Wall Street Journal ) see also Is 50% the New (Metro) RTO?
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MazumaBusinessAccounting
APRIL 18, 2023
In IRS lingo, ordinary means it’s an expense “that is common and accepted in your business,” while necessary means “an expense that is helpful and appropriate for your business.” Meeting with vendors : Research the area to see if there are any vendors or potential vendors or partners you would want to meet with.
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eMoney Advisor
FEBRUARY 23, 2023
Here are some of the most common referral sources for financial professionals: Your current clients: One of the best referral sources for financial advisors is their network of existing clients. If you already have clients in common, there’s a good chance that there are already opportunities for you both to refer clients to each other.
Investment Writing
SEPTEMBER 13, 2022
Sidebar ” refers to area of text, often placed in a box, to the side of an article. The post What do sidebar and ESG have in common? Do you know the answer to the question I posed in the title of this blog post? Both “sidebar” and “ESG” are words that people in some fields immediately understand, but they perplex many other people.
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Nerd's Eye View
FEBRUARY 22, 2023
Ultimately, because of the many ways of interpreting the requirements of the parts and subparts of Form ADV, it can be hard to know where to begin.
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The Big Picture
FEBRUARY 21, 2024
So we think we can comment on another person’s area of expertise because we know nothing about the expertise contained in that other person’s area of expertise. But people feel that they have license to comment on something that lies far outside of their actual area of expertise.
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Validea
SEPTEMBER 13, 2023
By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Netflix has a new documentary out on Centenarians ( Live to 100: Secrets of the Blue Zones ) – individuals who live to 100+ years old – and areas of the world with there are high density clusters of centenarians, called Blue Zones.
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Million Dollar Round Table (MDRT)
JULY 30, 2023
But in reality, the only magic they have is an intuitive understanding of how to avoid some common creative thinking blocks. Interestingly, the more expertise you have in an area, the more of these limiting assumptions you have subconsciously embedded in your thinking.
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Carson Wealth
SEPTEMBER 19, 2022
Two main types of stock – preferred and common stock – each have different advantages and disadvantages, including voting rights and priority in claiming dividends and assets. . Learn more about the differences between preferred versus common stock and how to choose which type of stock may be best for your portfolio.
Truemind Capital
JANUARY 25, 2024
If you notice in all these cases, none of these influencers have professional qualifications or certifications in the field of personal finance/investments but have gained followers for their mastery in other areas. It is a very common behavioural bias that wrongly influences decision-making. For two reasons: 1.
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The Big Picture
DECEMBER 14, 2022
A Wealth of Common Sense ). • Some Bosses Embrace Work From Home to Keep Wages Down : With potential hires in short supply, companies increase their recruiting in areas where pay is lower. Once you let go of the illusion of control when it comes to the future, you focus on what you can control and let the chips fall where they may. (
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The Big Picture
AUGUST 29, 2023
A Wealth of Common Sense ) see also The Great and Awful Thing About These Interest Rates : The era of low interest rates is over. If we were at 1990s spread levels we would be looking at mortgage rates of 5.7%. Even if we were at the average for the 2020s so far they would be at a more reasonable 6.4%. So why are spreads so high right now? (
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The Big Picture
AUGUST 9, 2023
A Wealth of Common Sense ) • Where Is Shelter Inflation Headed? The site, about the size of two soccer fields, includes two auditoriums, green spaces, a promenade and a shaded area with benches. But we have to look beyond the big scary number syndrome here and put this figure into context. economy. (
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Abnormal Returns
AUGUST 5, 2023
arstechnica.com) Downtown areas have a parking problem - too much parking. bloomberg.com) Environment Extreme weather events are increasingly common around the globe. (wsj.com) GM's ($GM) Cruise is adding another city for its self-driving cars. bigtechnology.com) Roads Some ways that cities can reduce pedestrian deaths.
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Tobias Financial
APRIL 12, 2024
He cherishes the camaraderie fostered within the workplace, where everyone shares a common goal of serving clients ethically and effectively. “Expanding into new areas while upholding our commitment to exceptional client service is crucial,” Lonnie asserts. As he puts it, “I really enjoy the tone at the top here.
Harness Wealth
OCTOBER 5, 2023
This shift toward bundled services and expanded service offerings beyond just one core area is something that we are continuing to see in the rapidly evolving tax industry. “I According to CPA.com , 54% of accounting clients “reported that they now purchased accounting services in bundles or packages”.
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