The Big Picture
SEPTEMBER 26, 2024
In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” The book is being published ~March 18, 2025, and is available for pre-ording today.
Wealth Management
SEPTEMBER 26, 2024
Maintaining and getting the most out of your CRM’s data takes some effort.
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Abnormal Returns
SEPTEMBER 26, 2024
Books A look at "Opus: The Cult of Dark Money, Human Trafficking, and Right-Wing Conspiracy Inside the Catholic Church" by Gareth Gore. (nymag.com) An excerpt from “Fools on the Hill: The Hooligans, Saboteurs, Conspiracy Theorists and Dunces who Burned Down the House,” by Dana Milbank. (wapo.st) A Q&A with Alok Sama author of "The Money Trap: Lost Illusions Inside the Tech Bubble.
Wealth Management
SEPTEMBER 26, 2024
Financial advisors’ confidence in the current state of the economy sank last month to its lowest point year-to-date, while optimism in the stock market continued to rise.
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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
Calculated Risk
SEPTEMBER 26, 2024
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 1.5% Below 2022 Peak Excerpt: It has been over 18 years since the bubble peak. In the July Case-Shiller house price index on Tuesday, the seasonally adjusted National Index (SA), was reported as being 74% above the bubble peak in 2006. However, in real terms, the National index (SA) is about 11% above the bubble peak (and historically there has been an upward slope to real house prices).
Wealth Management
SEPTEMBER 26, 2024
Diamond will also serve as Chief Growth Officer for Gries’ parent company, The 4100 Group Financial Services.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
SEPTEMBER 26, 2024
Carson Wealth establishes its second Billings, Mont. location with the acquisition of True North Financial.
Calculated Risk
SEPTEMBER 26, 2024
The DOL reported : In the week ending September 21, the advance figure for seasonally adjusted initial claims was 218,000 , a decrease of 4,000 from the previous week's revised level. The previous week's level was revised up by 3,000 from 219,000 to 222,000. The 4-week moving average was 224,750, a decrease of 3,500 from the previous week's revised average.
Wealth Management
SEPTEMBER 26, 2024
The ETFs in this gallery are top funds for key asset classes, such as large-cap equities, small-cap equities, emerging markets, bond strategies and bitcoin.
Calculated Risk
SEPTEMBER 26, 2024
From WardsAuto: September U.S. Light-Vehicle Sales Forecast for 9-Month-High SAAR Despite Drop in Volume (pay content). Brief excerpt: If September’s outlook holds true, Q3 sales will decline 1.8% year-over-year. However, deliveries in October-December, goosed by two additional selling days vs. the year-ago period, are forecast to rise 7.4% from like-2023, leaving volume for entire-2024 at 15.9 million, up from 2023’s 15.5 million. emphasis added Click on graph for larger image.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Wealth Management
SEPTEMBER 26, 2024
Once complete and available, the Intelligent Agent should help relieve the burden of manual communications review on compliance officers.
Calculated Risk
SEPTEMBER 26, 2024
From the NAR: Pending Home Sales Edged Up 0.6% in August Pending home sales in August rose 0.6% , according to the National Association of REALTORS®. The Midwest, South and West posted monthly gains in transactions, while the Northeast recorded a loss. Year-over-year, the West registered growth, but the Northeast, Midwest and South declined. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – increased to 70.6 in August.
Wealth Management
SEPTEMBER 26, 2024
The deal with private equity firm TPG would value the RIA integrator at around $1 billion, according to a Reuters report.
Calculated Risk
SEPTEMBER 26, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET Personal Income and Outlays, August 2024. The consensus is for a 0.4% increase in personal income, and for a 0.3% increase in personal spending. And for the Core PCE price index to increase 0.2%. • At 10:00 AM, University of Michigan's Consumer sentiment index (Final for September).
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Wealth Management
SEPTEMBER 26, 2024
Justin Berman details the thinking behind his move from Goldman Sachs to independence in 2010, followed by the merger with Cresset Asset Management.
Calculated Risk
SEPTEMBER 26, 2024
From the BEA: Gross Domestic Product (Third Estimate), Corporate Profits (Revised Estimate), and GDP by Industry, Second Quarter 2024 and Annual Update Real gross domestic product (GDP) increased at an annual rate of 3.0 percent in the second quarter of 2024 , according to the "third" estimate released by the U.S. Bureau of Economic Analysis. In the first quarter, real GDP increased 1.6 percent (revised).
Wealth Management
SEPTEMBER 26, 2024
Investors are stepping up the use of covered call strategies even as stocks repeatedly hit new highs.
A Wealth of Common Sense
SEPTEMBER 26, 2024
The Roth Man himself, Bill Sweet, joined me on the show this week to discuss questions about taxes in marriage, retirement withdrawal strategies, the tax implications of selling farmland and how to manage tax rates in early retirement.
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.
Wealth Management
SEPTEMBER 26, 2024
The deal with private equity firm TPG would value the RIA integrator at around $1 billion, according to a Reuters report.
Advisor Perspectives
SEPTEMBER 26, 2024
The U.S. economy grew at an expected pace during the second quarter of this year. Real gross domestic product increased at an annual rate of 2.99% in Q2 2024, according to the final estimate. The latest estimate is the same as the forecasted 3.0% growth and is a pickup from the Q1 2024 GDP final estimate of 1.6%.
Wealth Management
SEPTEMBER 26, 2024
Dan Friedkin’s takeover of Everton shows there’s still appetite for English football clubs.
Trade Brains
SEPTEMBER 26, 2024
The Indian telecommunications sector has experienced remarkable growth recently. Mobile phone usage and internet services have spread widely across the country. This expansion has transformed how Indians communicate and access information in their daily lives. The sector faces significant challenges, including intense competition and high infrastructure costs.
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.
Darrow Wealth Management
SEPTEMBER 26, 2024
Wondering where to invest after maxing out your 401(k)? If you’re looking for ways to invest after your 401(k) or 403(b) at work, you likely have three options: a brokerage account, IRA, or Roth IRA. Investing after maxing out a 401(k) is smart, especially since your retirement accounts may not be enough to fully fund the lifestyle you want. Key takeaway (TLDR): For individuals with a high income and significant excess cash flow, a brokerage account is likely the best place to invest after
Carson Wealth
SEPTEMBER 26, 2024
Navigating Medicare can sometimes feel like a maze. Understanding what’s covered—and what isn’t — can be tricky. While Medicare does offer a lot of valuable services, it doesn’t cover everything. Let’s discuss some of the most common things Medicare won’t cover and share solutions to help you fill those gaps. 1. Dental Care If you’ve been asking, “Does Medicare cover dental?
Trade Brains
SEPTEMBER 26, 2024
National Stock Exchange of India Limited is set to launch an IPO through an offer for sale of 11,14,11,970 equity shares, each with a face value of ₹1. The price per equity share will be determined closer to the offer date. The IPO will constitute 22.5% of the company’s post-offer paid-up equity share capital. The company, in consultation with joint global coordinators and book-running lead managers, will finalize the minimum bid lot and price band.
Advisor Perspectives
SEPTEMBER 26, 2024
America’s financial industry has long had trust issues. Never mind the Great Financial Crisis of 2007-08; mistrust of the markets dates back to at least 1929, if not the Dutch East India collapse of 1769. But this history has an upside: Financial institutions have a lot of experience creating systems to build, maintain and restore trust — and have learned lessons that can be applied across the economy.
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.
Random Roger's Retirement Planning
SEPTEMBER 26, 2024
A few things today starting with wildfires in Ecuador. Ecuador has been a favorite retirement destination for American expats for quite a while. We've written about Ecuador in this context several times and followed up in the last couple of years as political and social volatility has escalated. It seems to have mostly impacted Quito while it has primarily been Cuenca that has been the expat destination.
NAIFA Advisor Today
SEPTEMBER 26, 2024
Discover Humana's optimistic stance on Medicare Supplement plans and their strategic approach to support agents and brokers for a successful Annual Election Period (AEP) in 2024.
Advisor Perspectives
SEPTEMBER 26, 2024
In the week ending September 21st, initial jobless claims were at a seasonally adjusted level of 218,000. This represents a decrease of 4,000 from the previous week's figure and is better than the 224,000 economists were expecting.
NAIFA Advisor Today
SEPTEMBER 26, 2024
Greg Etchison is an experienced professional in the Medicare supplement business. With a career spanning over 25 years in the healthcare industry, he also has extensive experience across major carriers. Greg is passionate about educating people about healthcare options and optimizing coverage for seniors. He is a leading voice in Medicare supplement education, guiding individuals through the complexities of healthcare.
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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.
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