Abnormal Returns
AUGUST 8, 2024
Books A Q&A with Dr. Theodore H. Schwartz, author of "Gray Matters: A Biography of Brain Surgery." (npr.org) A review of "The Anxious Generation: How the Great Rewiring of Childhood Is Causing an Epidemic of Mental Illness" by Jonathan Haidt. (econlib.org) Oil ExxonMobil's ($XOM) big Guyana oil discovery almost wasn't. (bloomberg.com) Jonathan Blake, "Before LA became Tinseltown, it was an oil town.
Nerd's Eye View
AUGUST 8, 2024
Over the past few decades, financial advisors have explored new ways to structure, build, and grow successful businesses alongside a growing acceptance that "successful business" can be defined in many different ways. Nevertheless, while firm owners have a variety of options available for structuring and building their businesses, the reality is that they can only prioritize a limited number of goals at one time, which then begs the question – how can firm owners navigate the options of wo
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Abnormal Returns
AUGUST 8, 2024
Fund management Just because it's a 'stock pickers market' doesn't mean managers actually outperform. (morningstar.com) Covered-call ETFs won't save you from a sharp market downturn. (ft.com) Berkshire Hathaway Why See's Candy has been such a big winner for Berkshire Hathaway ($BRK.A). (morningstar.com) Why has Berkshire Hathaway ($BRK.A) built such a big cash pile?
Calculated Risk
AUGUST 8, 2024
From Dodge Data Analytics: Dodge Momentum Index Expands Another 8% in July The Dodge Momentum Index (DMI), issued by Dodge Construction Network, increased 7.9% in July to 216.3 (2000=100) from the revised June reading of 200.5. Over the month, commercial planning increased 6.8% and institutional planning expanded 11.1%. “While data centers have had an outsized influence on nonresidential planning activity in recent months, more momentum is building across many other major sectors and diversifyin
Speaker: Indy Chakrabarti, Chief Marketing Officer at HighRadius
4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor
A Wealth of Common Sense
AUGUST 8, 2024
Mr. Roth IRA himself, Bill Sweet, joined me again to discuss questions about credit unions vs. banks, how the wash sale rule works, student loan forgiveness vs. tax filing status, tax implications from the sale of a rental property and index funds vs. financial advisors. Further Reading: The Siren Song of Market Timing 1I’m using 10 year Treasuries as my bond proxy here.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
AUGUST 8, 2024
Multiple jobholders account for 5.2% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.
Wealth Management
AUGUST 8, 2024
In recent earnings calls, both alternative asset managers provided updates on their respective products as they plan to enter an increasingly crowded playing field.
Advisor Perspectives
AUGUST 8, 2024
Let's take a close look at July's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.8% of total employed workers are full-time (35+ hours) and 17.
Wealth Management
AUGUST 8, 2024
Louis and Jason Diamond share a “state of the recruiting industry” report for the first half of 2024, with perspectives on what to expect for the rest of the year.
Speaker: Igli Laci, Strategic Finance Leader
In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a
Calculated Risk
AUGUST 8, 2024
The DOL reported : In the week ending August 3, the advance figure for seasonally adjusted initial claims was 233,000 , a decrease of 17,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 249,000 to 250,000. The 4-week moving average was 240,750, an increase of 2,500 from the previous week's revised average.
Wealth Management
AUGUST 8, 2024
F2 Strategy's Doug Fritz gives his take on the most important wealth management tech news, including Envestnet, Orion and cash sweeps.
Calculated Risk
AUGUST 8, 2024
Today, in the Calculated Risk Real Estate Newsletter: Atlanta Fed: Home Ownership Affordability Monitor A brief excerpt: Here is another measure of affordability that readers might find useful from the Atlanta Fed: Home Ownership Affordability Monitor Here is a graph of affordability (higher is more affordable), and of the year-over-year change in affordability through May 2024.
Wealth Management
AUGUST 8, 2024
Don Bennyhoff, who was at Vanguard for nearly 23 years, hopes to differentiate his new firm by helping RIAs demonstrate their value beyond investment management.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
Calculated Risk
AUGUST 8, 2024
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For June, Realtor.com reported inventory was up 36.6% YoY, but still down 30.6% compared to April 2017 to 2019 levels. Now - on a weekly basis - inventory is up 35.9% YoY. Realtor.com has monthly and weekly data on the existing home market.
Wealth Management
AUGUST 8, 2024
Jen Roche, who was instrumental in steering Osaic's rebrand, will join LPL Financial's communications and public relations department.
Advisor Perspectives
AUGUST 8, 2024
In the week ending August 3rd, initial jobless claims were at a seasonally adjusted level of 233,000. This represents a decrease of 17,000 from the previous week's figure and is lower than the forecast of 241,000 jobless claims.
Wealth Management
AUGUST 8, 2024
The power of estate planning, GRATs and technology during times of high volatility in the stock market.
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Finance Transformation Myths Busted Over 75% of organizations struggle to define the right success metrics to benchmark the impact of their finance transformation investment. Whether you are just initiating your digital transformation journey or planning to pitch your next AI project to leadership, without the right metrics and a rigorous tracking process - all your efforts might go to waste!
Validea
AUGUST 8, 2024
With all the volatility in the market recently, it can be easy to lose touch with fundamentals. So we thought it would be a good time to take a look at the most widely followed stocks in the market and how they stack up fundamentally. Validea’s guru models quantitatively apply the criteria of some of history’s best investors, including Warren Buffett, Peter Lynch, Ben Graham and Martin Zweig.
Wealth Management
AUGUST 8, 2024
Many factors – professional and interpersonal – influence whether or not you are better served exploring together or alone.
Validea
AUGUST 8, 2024
Benjamin Graham, often referred to as the “Father of Value Investing,” was an influential economist, professor, and investor who laid the groundwork for modern value investing. Born in 1894, Graham developed his investment philosophy during the tumultuous period of the Great Depression. His experiences during this time shaped his conservative, risk-averse approach to investing, which he detailed in his seminal works “Security Analysis” (1934) and “The Intelligent In
Wealth Management
AUGUST 8, 2024
Wells Fargo Advisors provides the platform to help serve clients with sophisticated needs AND offers the flexibility to manage my practice in any way I see fit.
Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global
In the fast-paced world of corporate finance, staying ahead of the curve is crucial for sustainable growth and profitability. This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. Whether you're aiming to refine your financial strategies or seeking innovative solutions to drive performance, this new session is for you!
NAIFA Advisor Today
AUGUST 8, 2024
Each quarter the committees of Membership, Grassroots, and IFAPAC (also known as the Trifecta Team) select a member who has gone above and beyond that quarter in each of their respective areas. We are #NAIFAproud to recognize our Q2 2024 Hard Hat Winners, Corrado Gugliotta, LUTCF, FSCP, CLTC, LACP : Membership, Joseph Pearl, CFP : Grassroots, and Timothy Johnson, FSS, LACP : IFAPAC.
Wealth Management
AUGUST 8, 2024
MDL Wealth represents the eighth team to join Journey since its inception, and establishes its presence in the Tampa area.
Carson Wealth
AUGUST 8, 2024
Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this paper, we’ll shed light on common Social Security myths and provide options that, in certain instances, could decrease your payments to Uncle Sam and increase the financial legacy you leave.
Wealth Management
AUGUST 8, 2024
Cary Carbonaro joins Ashton Thomas as a managing wealth advisor and Women and Wealth Ambassador for the firm.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Carson Wealth
AUGUST 8, 2024
Carson Wealth’s Chris Graw, CFP ® , ChFC ® , CLU ® Partner & Wealth Advisor and Matt Hinz, CFP ® , ChFC ® Senior Wealth Advisor discuss the added values of working with a Financial Advisor. The post Value of a Financial Advisor appeared first on Carson Wealth.
Advisor Perspectives
AUGUST 8, 2024
It only takes a quick glance at the US bond curve to realize something is off. One Treasury security — the 20-year — is detached from the rest of the market. It hovers at yields that are far higher than those on the bonds surrounding it — the 10-year and the 30-year.
NAIFA Advisor Today
AUGUST 8, 2024
In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Walter Bond, a Hall of Fame motivational speaker, about his path from sports to motivational speaking.
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