Abnormal Returns

MARCH 24, 2024

Also on the site What is wrong with this picture? How your charitable intentions can get co-opted after you are gone. (abnormalreturns.com) Top clicks this week Ten things to know about building a diversified portfolio. (morningstar.com) How home buying is going to change with the upheaval of realtor commissions. (thebasispoint.com) Byrne Hobart, "Decades of above-average net worth compounding are the reward for taking a big idea seriously, continuously refining it, and implementing it in the re

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Commission Numbers Portfolio Marketing 299

A Wealth of Common Sense

MARCH 24, 2024

Last week I wrote about how the collective net worth of Americans is at a new all-time high. A reader asked a fair follow-up question: I’d be interested in seeing the concentration of that net worth though…I’m guessing it’s an inverted direction. Just because many households are richer than ever doesn’t mean all of them are.

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Abnormal Returns

MARCH 24, 2024

Markets Are index funds propping up the stock market? (awealthofcommonsense.com) What is the end game for Michael Saylor, Microstrategy ($MSTR) and Bitcoin? (wsj.com) Are ETFs the best solution for every strategy? (rogersplanning.blogspot.com) Housing Don't count on materially lower home commissions just yet. (economist.com) We should start to see more innovation when it comes to commissions.

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Calculated Risk

MARCH 24, 2024

Housing economist Tom Lawler has been sending me his predictions of what the NAR will report for almost 14 years. He has graciously allowed me to share his predictions with the readers of this blog. The table below shows the consensus for each month, Lawler's predictions, and the NAR's initially reported level of sales. Lawler hasn't always been closer than the consensus, but usually when there has been a fairly large spread between Lawler's estimate and the "consensus", Lawler has been closer.

Sales 96

Sales 96

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

Random Roger's Retirement Planning

MARCH 24, 2024

In Saturday's post we touched on all-weather portfolios and assumed a lot of overlap with the Permanent Portfolio (PP). All-weather is a term typically associated with Ray Dalio and PP is typically associated with Harry Browne. Both seek out diversification that hopefully results in a robust result regardless of prevailing market events. All-weather and PP are in Portfoliovisualizer's dropdown choices for portfolios to study.

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Portfolio Management Taxes Numbers 84

The Irrelevant Investor

MARCH 24, 2024

Today’s Talk Your Book is brought to you by KraneShares: Today we are joined by Jonathan Shelon, Chief Operating Officer of KraneShares to discuss investing strategies surrounding China. On today’s show, we discuss: Clients most popular question about investing in China An economic update in China The buyer of last resort in China KraneShares buffered ETFs on Chinese internet Understanding the intervals of China-buf.

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Economics Clients Investing Investments 65

Calculated Risk

MARCH 24, 2024

Weekend: • Schedule for Week of March 24, 2024 Monday: • At 8:30 AM ET, Chicago Fed National Activity Index for February. This is a composite index of other data. • At 10:00 AM, New Home Sales for February from the Census Bureau. The consensus is for 673 thousand SAAR, up from 661 thousand in January. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 4 and DOW futures are down 47 (fair value).

Sales 60

Sales Marketing Marketing 60

oXYGen Financial

MARCH 24, 2024

![CDATA[ When it comes to managing your finances, it's not just about saving and investing wisely. Tax planning is a crucial aspect of personal finance that often gets overlooked and plays a pivotal role in your overall financial health and wealth accumulation. Whether you're diligently managing income, tracking expenses, strategizing investments, planning for retirement, or considering estate.

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Tax Planning Wealth Accumulation Taxes Planning 59

Advisor Perspectives

MARCH 24, 2024

If, like me, you’re old enough to remember the 1990s internet bubble, today’s AI excitement might be giving you flashbacks. The parallels are unmistakable.

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Advertisement

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

International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. This distinction is not just academic; it has practical implications for career trajectories, client interactions, and the broader landscape of financial services. Let’s delve deeper into these roles, their significance, the paths to entering these professions, and how educational institutions like the International

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Financial Planner Investment Advisor Certified Financial Planner Investing 40

Advisor Perspectives

MARCH 24, 2024

There have been several big changes in the municipal bond market lately. Here's what you should know.

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Marketing Marketing 52

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Here are six tax planning strategies to consider when exercising and selling ISOs in 2024: Exercise early in the year Exercise late in the year Exercise unvested ISOs Tax planning around AMT exemptions, phase outs, and tax deductions Ways to accelerate AMT credits Exercise ISOs when regular income is already high 1.

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Advisor Perspectives

MARCH 24, 2024

Gold staged a blinding comeback this week, surging to fresh all-time highs above $2,200 an ounce. The rally, which has added around 10% to gold’s value since mid-February, caught many market watchers off-guard.

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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

Advisor Perspectives

MARCH 24, 2024

Earlier this week, I shared my thoughts on a ban or forced sale of social media platform TikTok. The Chinese Communist Party can use it to surveil and manipulate Americans, and we should ban it immediately. Many of you sent thoughtful feedback, which I appreciate.

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Media Sales 40

Advisor Perspectives

MARCH 24, 2024

Seeking ETF options as rate cuts look further and further away? Consider how value investing via active ETFs could help.

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Investing Investments 59

Advisor Perspectives

MARCH 24, 2024

With three potential Fed interest rate cuts forecast for this year, gold remains an attractive equity hedge.

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