Wealth Management

AUGUST 16, 2024

Some athletes might see a tax bill for their Olympics triumphs.

Taxes 312

Taxes 312

Nerd's Eye View

AUGUST 16, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission (SEC) announced that a total of 26 broker-dealers, investment advisers, and dually-registered firms agreed to pay combined civil penalties of almost $400 million for failing to maintain and preserve required records for "off-channel" communications, signaling the regulator's interest in cracking down on text messages and other communi

Financial Planner 246

Financial Planner Communication Retirement Commission 246

Wealth Management

AUGUST 16, 2024

Neil Gilfedder, the firm’s CIO, talks about how the RIA has incorporated its co-founder’s risk-adjusted investment analysis and how it stays transparent with clients.

Engineering 290

Engineering Assets Clients Investments 290

Calculated Risk

AUGUST 16, 2024

From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately-owned housing starts in July were at a seasonally adjusted annual rate of 1,238,000. This is 6.8 percent below the revised June estimate of 1,329,000 and is 16.0 percent below the July 2023 rate of 1,473,000. Single-family housing starts in July were at a rate of 851,000; this is 14.1 percent below the revised June figure of 991,000.

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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

Accounting

Wealth Management

AUGUST 16, 2024

Art sales have slowed, leading wealthy clients to look for ways to unlock liquidity while keeping their collections.

Sales 287

Sales Clients 287

Calculated Risk

AUGUST 16, 2024

From BofA: We initiated our 3Q US GDP tracker with the July retail sales print. The 3Q GDP tracking estimate went up from our official forecast of 2.5% q/q saar to 2.6% q/q saar. [August 16th update] emphasis added From Goldman: We left our Q3 GDP tracking estimate unchanged at +2.4% (quarter-over-quarter annualized) and our Q3 domestic final sales forecast stands at +2.0%.

Retail 147

Retail Sales 147

Calculated Risk

AUGUST 16, 2024

Today, in the Calculated Risk Real Estate Newsletter: Housing Starts: Single Family Down Year-15% over-year in July; Multi-Family Down 18% YoY A brief excerpt: Total housing starts in July were below expectations and starts in May and June were revised down. A very weak report. The third graph shows the month-to-month comparison for total starts between 2023 (blue) and 2024 (red).

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Wealth Management

AUGUST 16, 2024

There have been six deals at $100 million or above this year through the end of July, just three shy of a record set in 2021.

Sales 278

Sales 278

A Wealth of Common Sense

AUGUST 16, 2024

I’m a neat freak, so occasionally, I clean out my office and re-organize. While doing so earlier this week I came across an old Life magazine a reader sent me a number of years ago. It’s from June 1962 and the stock market was the cover story: The pictures are fantastic. So was the lede of the story: The signs, like rumblings of an Alpine ice pack at the time of thaw, had been heard.

Numbers 139

Numbers Marketing Marketing 139

Wealth Management

AUGUST 16, 2024

While the slide that started last month was sharp and swift, driven by. narrow number of stocks.

Numbers 245

Numbers 245

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Clients

Alpha Architect

AUGUST 16, 2024

To determine the impact of sustainable investment strategies on equity returns, Romulo Alves, Philipp Krueger, and Mathijs van Dijk analyzed the relationship between ESG ratings and global stock returns. They found very little evidence that ESG ratings were related to global stock returns over the two-decade period. The Effect of ESG Strategies on Global Equity Returns was originally published at Alpha Architect.

Investing 111

Investing Investments 111

Advisor Perspectives

AUGUST 16, 2024

It’s a good time to check on consumer health.

Investing 98

Investing Investments 98

Truemind Capital

AUGUST 16, 2024

Freedom. This one word I believe is the ultimate objective of all human endeavors. Freedom not only from an oppressive regime but also from everything that restricts us from expressing our true selves. Physical freedom – Our ability to move from one location to another. This needs not just the absence of external boundaries but good health that allows us to travel comfortably.

Medical 65

Medical Investing Investments Management 65

Advisor Perspectives

AUGUST 16, 2024

In the latest report by the Census Bureau, building permits fell to a seasonally adjusted annual rate of 1.396 million in July, the lowest level since June 2020. The latest data was below the forecasted rate of 1.430 million. This marks a 4.0% decrease from June and a 7.0% decline compared to one year ago.

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Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

Management

Cordant Wealth Partners

AUGUST 16, 2024

During layoffs, Intel offers severance packages or voluntary separation packages (VSP) when cost reductions are a priority. Most recently, Intel announced layoffs impacting 15% of the workforce with a plan to cut $10 billion in total costs. If you’ve been offered a severance, layoff, or voluntary separation package at Intel, this guide will cover: The key components of the package The 4 steps you should take How to optimize the timing (if possible) Intel Severance Package (Enhanced Retirement an

Planning 52

Planning Retirement Taxes Accounting 52

Advisor Perspectives

AUGUST 16, 2024

When US Federal Reserve Chair Jerome Powell speaks at next week’s annual economic conference in Jackson Hole, Wyoming, people will be listening intently for any hint about what the central bank will do with interest rates at its September policy making meeting.

Banking 59

Banking Economics 59

Fortune Financial

AUGUST 16, 2024

Welcome to Episode 11 of the Preferred Shares Podcast. In this episode—the second part in our series on the beneficiaries of the spending on the interstate highway system of the United States —Preferred Shares explores the aggregates industry. In particular, we go over the early history of Birmingham Slag, the family-owned business that evolved into Vulcan Materials Company (VMC).

Financial Advisor 52

Financial Advisor 52

Random Roger's Retirement Planning

AUGUST 16, 2024

It looks like the ReturnStacked crew is spooling up a fund that will lever up to have equity and merger arbitrage exposure. They wrote an extensive paper about merger arbitrage and toward the end was a section called Potential Applications to Return Stacking. They've done this sort of thing in the process for bringing managed futures and carry funds to the market.

Marketing 52

Marketing Marketing Accounting Retail 52

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

Numbers

Advisor Perspectives

AUGUST 16, 2024

The S&P 500 experienced its best week since November 2023, finishing up 3.9% from last Friday. The index is currently 1.99% off its record high from July 16th, 2024 and is now up 17.11% year to date.

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NAIFA Advisor Today

AUGUST 16, 2024

Most Americans are unaware of the complexities surrounding Social Security. With over 2,700 rules, it's no wonder many feel lost about where to seek help and how to make informed decisions. Shockingly, 96% of those currently collecting Social Security missed out on maximizing their benefits, leading to large losses per household. The stakes are high, and with Social Security, you only have one chance to get it right – forever.

Clients 52

Clients 52

Advisor Perspectives

AUGUST 16, 2024

The yield on the 10-year note ended August 16, 2024 at 3.89%, the 2-year note ended at 4.06%, and the 30-year at 4.15%.

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Validea

AUGUST 16, 2024

Today, Wall Street analysts upgraded Cisco Systems and Nike, reflecting positive shifts in their financial outlooks. Cisco received upgrades from both HSBC and New Street Research. HSBC upgraded Cisco from “Hold” to “Buy” and raised its price target from $46 to $58, citing expectations of a compound annual growth rate of 11.6% for non-GAAP EPS over the next few years.

Sales 52

Sales Assets Numbers Marketing 52

Speaker: Erroll Amacker

Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.

Accounting

Advisor Perspectives

AUGUST 16, 2024

In the latest report by the Census Bureau, housing starts decreased to a seasonally adjusted annual rate of 1.238 million in July, the lowest level since May 2020. The latest data fell short of the forecasted rate of 1.340 million. This marks a 6.8% decrease from June and a 16.0% decline compared to one year ago.

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Validea

AUGUST 16, 2024

Validea’s Peter Lynch investment strategy is based on the investing principles of Peter Lynch, who managed the Fidelity Magellan Fund with great success. The strategy emphasizes a few key criteria to identify potential investment opportunities, particularly focusing on growth-at-a-reasonable-price (GARP) principles. Here’s a summary of the criteria: Price-to-Earnings Growth (PEG) Ratio : This is the cornerstone of the Lynch strategy.

Management 52

Management Portfolio Investing Investments 52

Advisor Perspectives

AUGUST 16, 2024

Consumer sentiment was essentially unchanged for a fourth straight month according to the preliminary August report for the Michigan Consumer Sentiment Index. The index rose 1.4 points (2.1%) from July's final reading to 66.4. The latest reading was above the forecast of 66.7.

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Tobias Financial

AUGUST 16, 2024

Earlier this month, the stock market took a dramatic plunge, causing investors worldwide to reconsider their strategies. The Dow Jones Industrial Average fell nearly 1,000 points as a global market sell-off spread across Asia and Europe. Amidst growing fears of a recession and concerns about the Federal Reserve’s interest rate policies, many investors have been left wondering how to navigate these uncertain times.

Marketing 52

Marketing Marketing CFP Taxes 52

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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

Accounting

Advisor Perspectives

AUGUST 16, 2024

If rising layoffs and weakening consumption are going to snowball into a US recession at some point, my interpretation is that the mass of macroeconomic ice crystals is still only about the size of a marble.

Economy 52

Economy 52

Carson Wealth

AUGUST 16, 2024

Do you have questions about Social Security? We have answers! Our How to Effectively Manage Your Social Security Retirement Benefits webinar, featuring Carson Group’s Sr. Wealth Planner Tom Fridrich and Wealth Planner Jake Anderson, is now available on-demand. The post How To Effectively Manage Your Social Security Retirement Benefits appeared first on Carson Wealth.

Retirement 40

Retirement Management 40

Advisor Perspectives

AUGUST 16, 2024

With US equities on the rebound, this summer’s selloff is looking more like a pause in the bull market than the beginning of its end.

Marketing 52

Marketing Marketing 52

Abnormal Returns

AUGUST 16, 2024

The biz Spotify ($SPOT) is filling up with AI-generated music. (fastcompany.com) Spotify ($SPOT) built up the market for podcasts in Latin America, but then pulled back. (restofworld.org) A list of the most powerful people in podcasting. (hollywoodreporter.com) Nate Silver Brett McKay talks with Nate Silver about his new book "On the Edge: The Art of Risking Everything.

Portfolio Management 278

Portfolio Management Economy Management Portfolio 278

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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?

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