The Big Picture

JANUARY 20, 2025

@TBPInvictus here: Last year finished with a flourish. The work I do here was directly responsible for the Hoover Institution retracting six (yes, 6) of its articles. Whether it was shoddy data analysis or a deliberate attempt to misinform, I found it offensive and brought the receipts as to the fundamental errors in the economic analysis. Most of the retractions concerned California’s April 1, 2024, increase in the minimum wage for “quick-serve restaurants” (QSR, also known as

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Food Economics 306

Nerd's Eye View

JANUARY 20, 2025

There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. Of course, given the demands of their busy schedules , finding time to dig into this content can be a challenging endeavor.

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Financial Advisor Financial Advice Financial Planner Estate Planning 246

The Big Picture

JANUARY 20, 2025

@TBPInvictus here: Last year finished with a flourish. The work I do here was directly responsible for the Hoover Institution retracting six (yes, 6) of its articles. Whether it was shoddy data analysis or a deliberate attempt to misinform, I found it offensive and brought the receipts as to the fundamental errors in the economic analysis. Most of the retractions concerned California’s April 1, 2024, increase in the minimum wage for “quick-serve restaurants” (QSR, also known as

Food 245

Food Economics 245

Abnormal Returns

JANUARY 20, 2025

Podcasts The 22 financial adviser podcasts to listen to in 2025. (kitces.com) Brendan Frazier talks using behavioral finance with Dan Egan, Betterments Director of Behavioral Science. (podcasts.apple.com) Dan Haylett talks with Susan Latremoille author of"The RichLife Managing Wealth and Purpose, Its Not Just about the Money The Whole Life Approach to Wealth Management.

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Communication Wealth Management Financial Advising Retirement 147

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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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Calculated Risk

JANUARY 20, 2025

Today, in the Calculated Risk Real Estate Newsletter: 1.73 million Total Housing Completions in 2024 including Manufactured Homes; Most Since 2006 A brief excerpt: Although total housing starts decreased 3.9% in 2024 compared to 2023, completions increased sharply year-over-year. There were 1.731 million total completions and placements in 2024, up 12.5% compared to 2023, and the most since 2006.

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Manufacturing 110

Meb Faber Research

JANUARY 20, 2025

You can listen to me read (hopefully at 2x) the recently updated 2nd edition of Shareholder Yield…enjoy! Apple YouTube The post Shareholder Yield Audiobook (Free!) appeared first on Meb Faber Research - Stock Market and Investing Blog.

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Investing Investments Marketing Marketing 52

Walkner Condon Financial Advisors

JANUARY 20, 2025

Stan Farmer Expat Financial Advisor at Walkner Condon identifies five key challenges facing global markets in the years ahead including climate change, geopolitical conflict, decaying Infrastructure, global demographics and public debt and artificial intelligence.

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Financial Advisor Marketing Marketing 52

Calculated Risk

JANUARY 20, 2025

From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. For the full year 2024, total U.S. carloads were 11.34 million, down 2.9% (343,156 carloads) from 2023 and down 2.3% (265,491 carloads) from 2022. Carloads excluding coal, on the other hand, rose in 2024 up 1.4%, or 117,264 carloads, over 2023 and their third year-over-year gain in the past four years.

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Validea

JANUARY 20, 2025

Peter Lynch made his name at the helm of Fidelity’s Magellan Fund, and investment research firm Validea has distilled his investment philosophy into a methodical framework. The approach centers on finding companies that demonstrate growth characteristics while remaining reasonably priced a strategy known as GARP (Growth At a Reasonable Price).

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Calculated Risk

JANUARY 20, 2025

Tuesday: No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 32 and DOW futures are up 225 (fair value).

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Economics Marketing Marketing 59

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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

Don Connelly & Associates

JANUARY 20, 2025

Weve devoted a lot of space here to discussing the concept of active listening. Why? Because its essential for connecting with clients on a more meaningful level. Beyond merely listening, active listening is an immersive, empathetic approach that enables you to pick up unspoken cues, explore clients deeper motivation, and get to the crucial why. Active listening is critical to moving clients to take action.

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Financial Advising Numbers Clients Management 52

Zoe Financial

JANUARY 20, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 20th, 2025 Watch Time: 4.1 minutes Welcome to this week’s Market Drama! Stock Market Update: S&P 500: Up 3.7% for the week and 2.2% year-to-date. Earnings are expected to rise 11% in Q4, marking the strongest growth in over three years. Nasdaq: Up 2.4% for the week and 1.7% year-to-date.

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Marketing Marketing Taxes Economics 52

Norman Marks

JANUARY 20, 2025

The definition of risk that I favor is from the ISO 31000 global risk management standard: Risk is the effect of uncertainty on objectives. A quick word about uncertainty.

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Risk Management Management Government 49

A Wealth of Common Sense

JANUARY 20, 2025

Today’s Talk Your Book is brought to you by PIMCO: See here for more information on PIMCOs Active Core Bond ETF On today’s show, we discuss: Why rates have been going higher the past month If the Fed will get us a soft landing Why credit spreads are so low right now Why mortgage bonds look attractive The strength of the US consumer Listen here Charts: Follow us on Facebook,Instagram, andYouTube.

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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

YouSet Insurance

JANUARY 20, 2025

Before you buy RBC car insurance, consider this your sign to weigh the pros and cons first to be sure its the right fit for you.

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Insurance 40

The Big Picture

JANUARY 20, 2025

My back-to-work morning train WFH reads: Real Estate Vultures Eye Middle-Class Enclave of Ravaged LA : Speculators call home owners, agents in the wake of the fires Neighborhood northeast of LA was a haven for Black families ( Bloomberg ) The 10 Bestselling EVs of 2024 : Many EVs saw significant sales increases in 2024, but none of the traditional automakers could come even close to the numbers put up by Tesla.( Car and Driver ) see also The Car Markets Hottest Deal: The Cheap EV Lease.

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