The Big Picture

DECEMBER 13, 2023

Tyler Cowen and his colleague Alex Tabarrok write some interesting posts over at Marginal Revolution. Sometimes I agree with them, sometimes I disagree with them. Recently, a post utterly perplexed me: “One doesn’t get a favorable impression of crypto from Number Go Up but in fact one doesn’t learn much about crypto at all. Indeed, Faux’s book isn’t really about crypto it’s about the rise and collapse of a bubble and the consequent madness of crowds.

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Numbers Government Assets Management 306

Abnormal Returns

DECEMBER 13, 2023

Strategy There's a good chance you need to rebalance your portfolio. (morningstar.com) Bonds outperform bills leading up to a Fed rate cut. (carsongroup.com) Apple What's going on with Apple's ($AAPL) Vision Pro? (om.co) Apple ($AAPL) is adding a new Stolen Device Protection setting. (wsj.com) Companies Why Epic's win against Google ($GOOGL) matters.

Assets 234

Assets Financial Advising Media Economy 234

Nerd's Eye View

DECEMBER 13, 2023

Although numerous tax-advantaged vehicles are available for retirement savings, Health Savings Accounts (HSAs) have particular benefits for individuals saving for retirement. Specifically, HSAs offer a "Triple Tax Benefit" that includes tax-deductible contributions, tax-deferred growth, and tax-free withdrawals for qualified medical expenses. This can allow individuals to save a significant amount that can be withdrawn tax-free for medical expenses later in retirement.

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Retirement Medical Taxes Insurance 206

Abnormal Returns

DECEMBER 13, 2023

Podcasts Jordan Harbinger talks with Morgan Housel about his book "Same As Ever." (jordanharbinger.com) Barry Ritholtz has a new short-form podcast 'At the Money' exploring a range of money questions. (ritholtz.com) Housing There is a good chance you could not afford your house at current prices and mortgage rates. (awealthofcommonsense.com) Is America's housing stock ready for an aging population?

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Retirement Taxes Numbers 200

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

The Big Picture

DECEMBER 13, 2023

My mid-week morning train reads: • Things You Don’t See in A Recession. Incredibly, many strategists and economists continue to say we are headed for a bear market and a recession in ’24. That’s right, it is Outlook season and some of the forecasts for ’24 have been quite dour.

Advertising 130

Advertising Government Economy Management 130

Wealth Management

DECEMBER 13, 2023

Technology columnist Davis Janowski sat down with Addepart CEO Eric Poirier to discuss the news and other developments at the firm, which is still hiring.

Assets 114

Assets 114

Advisor Perspectives

DECEMBER 13, 2023

According to a recent J.D. Power study, fewer than 15% of clients say their advisor provides an ideal advice experience; and yet many advisors likely suffer from Dunning Kruger cognitive bias , where they think they are among that 15% when for the majority, that’s impossible. Why is financial advice in such a state? Because, despite their best efforts, financial advisors aren’t hitting the core attributes of comprehensive advice.

Valuation 105

Valuation Financial Advice Financial Advisor Clients 105

Wealth Management

DECEMBER 13, 2023

Kudu's minority investment in Sage Advisory Services will support succession and technology initiatives for the Austin-based institutional asset manager.

Management 111

Management Investing Investments Assets 111

Calculated Risk

DECEMBER 13, 2023

Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-December A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-December I reviewed home inventory and sales. Other measures of house prices suggest prices will be up further YoY in the October Case-Shiller index.

Marketing 104

Marketing Marketing Sales 104

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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.

Banking

Wealth Management

DECEMBER 13, 2023

Mills was replaced by Jonathan Leach, previously deputy head of Citigroup’s investment management division after earlier serving as head of investments for North America.

Management 102

Management Investing Investments 102

Advisor Perspectives

DECEMBER 13, 2023

Learn how financial advisors turn to outsourcing to strengthen client relationships, grow total assets, increase personal income, and improve work-life balance.

Assets 98

Assets Clients Financial Advisor 98

Wealth Management

DECEMBER 13, 2023

For years, advisor James Bogart was building wealth at the sacrifice of his health. Now, he’s on a different path.

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A Wealth of Common Sense

DECEMBER 13, 2023

Today’s Animal Spirits is brought to you by YCharts and The College for Financial Planning: See here for YChart’s Top 23 Charts of 2023 See here to learn more about The College for Financial Plannings Chartered Retirement Plans Specialist designation On today’s show, we discuss: You’re better off going all in on stocks than bonds, new research finds Beyond the status quo: A critical assessment o.

Retirement Planning 74

Retirement Planning Financial Planning Retirement Planning 74

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

Wealth Management

DECEMBER 13, 2023

Open, honest and candid discussion the November jobs report, Pontera, AI, retirement plan growth in Colorado and the future of 401(k) plans.

Retirement Planning 107

Retirement Planning Retirement Planning 107

Clever Girl Finance

DECEMBER 13, 2023

Flipping items can be a fun and rewarding side hustle. While some items may require a bit of work to resell, it’s worth it. If you pick the best items to flip, you can make a good amount of money. Table of contents Why it’s a great idea to flip items 32 Of the best items to flip Expert tip: Increase exposure of your items online with keywords and free shipping Where to sell items What to do with the extra cash from flipping items What products are easiest to flip?

Sales 71

Sales Electronics Investing Investments 71

Wealth Management

DECEMBER 13, 2023

Setting the record straight on the most common misconceptions that can block financial advisors from improving their business lives.

Financial Advisor 111

Financial Advisor 111

Advisor Perspectives

DECEMBER 13, 2023

Wholesale inflation rose less than expected in November as producer price growth slowed for a second straight month. The producer price index for final demand was flat month-over-month (s.a.). On an annual basis, headline PPI decelerated from 1.2% in October to 0.9% in November.

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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.

Banking

Wealth Management

DECEMBER 13, 2023

David Chubak says the firm hopes to attract so-called “break-back brokers” who are coming back from full independence.

Retirement 114

Retirement 114

Meb Faber Research

DECEMBER 13, 2023

Episode #512: Alfonso “Alf” Peccatiello on Dr. Yield Curve, Neighbor Tracking Error & The Emerging Markets Decade Guest: Alfonso “Alf” Peccatiello is the Founder & CEO of The Macro Compass, a disruptive investment strategy firm whose mission is to bring you through a learning journey that will allow you to step up your macro game. […] The post Episode #512: Alfonso “Alf” Peccatiello on Dr.

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Marketing Marketing Investing Investments 66

Wealth Management

DECEMBER 13, 2023

Hermes heir Nicolas Puech wants to leave his sizable inheritance to his 51-year old gardener.

Estate Planning 117

Estate Planning Planning 117

Random Roger's Retirement Planning

DECEMBER 13, 2023

In our last post we took a quick look at the Direxion Daily 20+ Year Treasury Bull 3X Shares (TMF). The Financial Times referred to it as the Cocaine Bear of ETFs. I would probably call it a fire cracker, lit in your hands. In that post we modeled a 60/40 portfolio comparison with one portfolio having a 40% allocation to the iShares 20+ Year Treasury ETF (TLT), the unleveraged version, and the other portfolio having 13.33% in TMF and 26.67 in cash to see if there could be a capitally efficient e

Portfolio 71

Portfolio Taxes Investing Investments 71

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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!

Accounting

Wealth Management

DECEMBER 13, 2023

It’s time to have uncomfortable conversations; advisors must step up.

Clients 114

Clients 114

Trade Brains

DECEMBER 13, 2023

The year 2023 marks the return of TATA Group stocks in the primary market with the Tata Tech IPO after nearly 20 years. And it was a strong comeback as the shares listed at Rs. 1200 on the NSE against an issue price of Rs. 500. Tata Tech broke records, and the IPO was oversubscribed 69.43 times on the final day, with over 73.6 lakh applicants investing around Rs. 1.57 lakh crores.

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Numbers Retail Startup Investing 64

Wealth Management

DECEMBER 13, 2023

Issue involved whether adopted individuals qualified as descendants.

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Taxes 109

Advisor Perspectives

DECEMBER 13, 2023

Figuring out how to pay for college can be one of your biggest financial challenges, whether you’re a student or a parent who’s preparing to send one of your kids to school.

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64

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Creating a winning digital lending experience requires plenty of focus on the needs of customers and more. Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.

Communication

Wealth Management

DECEMBER 13, 2023

More than 50 new ETFs launched in November.

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Clever Girl Finance

DECEMBER 13, 2023

Saving money is an important task at any age, but as you hit your 40s, the need to save for retirement grows. While savers in their 40s and 50s typically have a decade or two left to save for retirement given the traditional age of 65, emphasizing saving now can set you up for a dream-worthy retirement. So, let’s explore how to save for retirement in your 40s and 50s.

Retirement 63

Retirement Accounting Taxes Insurance 63

Wealth Management

DECEMBER 13, 2023

Kate Swimley was hired this month to cover the ultra-wealthy for Apollo’s family office business after almost a decade at BlackRock.

Insurance 87

Insurance 87