Yardley Wealth Management

SEPTEMBER 24, 2024

The post The Importance of Delegating Financial Decisions to a Professional appeared first on Yardley Wealth Management, LLC. The Importance of Delegating Financial Decisions to a Professional Introduction: Managing your finances effectively is essential for achieving your long-term goals and securing your financial future. However, as life gets busier and financial matters become increasingly complex, it can be challenging to stay on top of everything.

Tax Planning 40

Tax Planning Wealth Management Risk Management Financial Planning 40

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.

Numbers 332

Numbers Communication Media Investing 332

Calculated Risk

SEPTEMBER 12, 2024

The Federal Reserve released the Q2 2024 Flow of Funds report today: Financial Accounts of the United States. The net worth of households and nonprofits rose to $163.8 trillion during the second quarter of 2024. The value of directly and indirectly held corporate equities increased $0.7 trillion and the value of real estate increased $1.8 trillion. Household debt increased 3.2 percent at an annual rate in the second quarter of 2024.

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Nonprofit Assets Accounting 332

Wealth Management

SEPTEMBER 23, 2024

The full extent of the benefits to real estate investment of lower rates will also depend on whether the Fed sticks a soft landing.

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Investing Investments 328

Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant

Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.

Budgeting

Abnormal Returns

SEPTEMBER 1, 2024

Also on the site How much would you pay for a house you couldn't insure? (abnormalreturns.com) Top clicks this week Another star manager, another disaster for investors. (awealthofcommonsense.com) You're not a billionaire. Stop trying to invest like one. (axios.com) The big index fund managers have a problem on their hands. (humbledollar.com) Why you likely don't need to focus on dividend paying stocks.

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Insurance Management Investing Investments 306

Nerd's Eye View

SEPTEMBER 25, 2024

Over the last 60 years, the top Federal marginal tax bracket has steadily decreased from over 90% in the 1950s and 60s to 'just' 37% today. However, with the national debt expanding rapidly, observers of U.S. tax policy are predicting that Congress will inevitably be forced to again increase tax rates in order to raise revenue and balance the national budget – and that the current regime of relatively low tax rates will prove to be a temporary phenomenon.

Taxes 246

Taxes Retirement Tax Planning Accounting 246

The Big Picture

SEPTEMBER 19, 2024

Marty’s Zweig’s Trading rules 1) The trend is your friend; don’t fight the tape hard return; 2) Let profits run take losses quickly; 3) If you buy for a reason and that reason if discounted or is no longer valid then sell 4) if the values don’t make sense then don’t participate (2 + 2 = 4) 5) The cheap get cheaper the deer get deer; 6) Don’t fight the Fed (less valid than #1); 7) Every indicator eventually bites the dust; 8) Adapt to change; 9) Don’t let your

Marketing 301

Marketing Marketing 301

Calculated Risk

SEPTEMBER 18, 2024

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: Architecture firm billings remained sluggish in August, as the AIA/Deltek Architecture Billings Index (ABI) score declined to 45.7 It has now been nearly two years since firms saw sustained growth. However, clients are still expressing interest in new projects, as inquiries into work have continued to increase during that period.

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Clients Numbers Economics Investing 323

Wealth Management

SEPTEMBER 24, 2024

Gamified trading apps and niche ETFs have a cost that’s harder to spot but is little different from the damage inflicted on portfolios by high fees.

Retail 317

Retail Portfolio 317

Abnormal Returns

SEPTEMBER 22, 2024

Top clicks this week on Abnormal Returns Ted Lamade, "Is increased complexity the path to better performance, or would investors be better off if they simply removed a few things?" (collabfund.com) No matter how you spin the numbers, day trading is a losing proposition. (morningstar.com) Paying for stuff is getting complicated. (sherwood.news) Buying the dip isn't easy, or particularly profitable.

Retail 303

Retail Numbers Assets Marketing 303

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Nerd's Eye View

SEPTEMBER 23, 2024

Starting a new firm can be a nerve-wracking time for an entrepreneurially minded financial advisor, as making the jump involves a significant amount of professional and financial risk. Nonetheless, after a year or 2 in business, some firm owners will find that their plate is becoming full and their available time is shrinking as they balance servicing current clients with marketing for new ones and also possibly managing staff.

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Fee Only Clients Planning Management 246

Yardley Wealth Management

SEPTEMBER 3, 2024

The post Are You Ready to Start Your Own Business? Insights from Financial Experts and Entrepreneurs appeared first on Yardley Wealth Management, LLC. Are You Ready to Start Your Own Business? Insights from Financial Experts and Entrepreneurs Starting your own business is an exciting and challenging journey. Whether you’re driven by a passion for a specific craft or an innovative idea, taking the leap into entrepreneurship requires careful planning and thoughtful consideration.

Business Planning 52

Business Planning Wealth Management Estate Planning Planning 52

The Big Picture

SEPTEMBER 27, 2024

This week, we speak with Kyla Scanlon , creator, host of YouTube’s,“Let’s Appreciate” podcast , writer of daily short-form videos about economy + markets. She has been published at Bloomberg, New York Magazine, FT, and the NYT. Her new book “ In This Economy?: How Money & Markets Really Work ” just came out this Summer. We discuss how she came up with the idea of a “ Vibecession ” and how it became a popular New York Times guest essay.

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Healthcare Economy Numbers Assets 289

Calculated Risk

SEPTEMBER 18, 2024

From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 14.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending September 13, 2024. Last week’s results included an adjustment for the Labor Day holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 14.2 percent on a seasonally adjusted basis from one week earlier.

Government 323

Government Marketing Marketing 323

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

Accounting

Wealth Management

SEPTEMBER 24, 2024

TAG Intel is led by Jack Devine, a 32-year veteran of the CIA, who aims to democratize the information he’s been bringing to global corporate clients since 2000.

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Wealth Management Management Clients 316

Abnormal Returns

SEPTEMBER 29, 2024

Also on the site The investment world was a different place when Josh Brown started writing. In "You Weren't Supposed to See That" he takes a look back. (abnormalreturns.com) Top clicks this week On the strange math of stock returns. (fortunesandfrictions.com) Investors have won the war on fees. Then there's risk. (wealthmanagement.com) Supplementing with magnesium?

Math 299

Math Investing Investments 299

Nerd's Eye View

SEPTEMBER 18, 2024

In the nearly 2 years since the launch of ChatGPT, there has been an explosion of new technology solutions incorporating Artificial Intelligence (AI). Today, AI is now almost ubiquitous across many of the tools that we use, from smartphone cameras to search engines to office productivity software. For financial advisors, too, a ballooning number of new advisor-focused AI tools has appeared over the last 24 months, purporting to save advisors' time and staffing needs by automatically performing p

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Clients Engineering Financial Planning Financial Advisor 246

Wealth Management

SEPTEMBER 16, 2024

GV (formerly Google Ventures) led the funding round alongside Citi Ventures, Outpost Ventures, 53 Stations and Firebolt Ventures.

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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.

Management

Calculated Risk

SEPTEMBER 30, 2024

Altos reports that active single-family inventory was up 0.8% week-over-week. Inventory is now up 48.0% from the February seasonal bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of September 27th, inventory was at 731 thousand (7-day average), compared to 725 thousand the prior week. This is the highest level of inventory since May 2020.

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Wealth Management

SEPTEMBER 5, 2024

Barry Gilbert, portfolio manager with the Carson Group, talks about why the firm is risk-on right now, why it prefers ETFs over mutual funds and what’s different about this market cycle.

Portfolio Management 316

Portfolio Management Portfolio Management Marketing 316

Wealth Management

SEPTEMBER 30, 2024

The changing rate environment should create a more attractive exit environment for existing private equity investments, as well as fuel new acquisitions.

Investing 312

Investing Investments 312

Calculated Risk

SEPTEMBER 15, 2024

Most analysts expect the FOMC will cut the federal funds rate at the meeting this week by 25bp lowering the target range to 5 to 5-1/4 percent. It is possible the FOMC will cut by 50bp. Currently market participants are split evenly between a 25bp and a 50bp cut this week. Market participants are also pricing in a total of 75bp in cuts by the November meeting, and between 100bp to 125bp in cuts by December.

Banking 312

Banking Economics Marketing Marketing 312

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Clients

Wealth Management

SEPTEMBER 18, 2024

A new study finds that the younger demographic needs education on charitable giving tools.

Education 311

Education 311

Calculated Risk

SEPTEMBER 14, 2024

The key reports this week are August Retail Sales, Housing Starts and Existing Home sales. For manufacturing, August Industrial Production, and the September New York and Philly Fed surveys will be released this week. The FOMC meets this week and is expected to cut rates. -- Monday, September 16th -- 8:30 AM ET: The New York Fed Empire State manufacturing survey for September.

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Retail Manufacturing Sales Food 312

Calculated Risk

SEPTEMBER 18, 2024

Today, in the Calculated Risk Real Estate Newsletter: Housing Starts Increased to 1.356 million Annual Rate in August A brief excerpt: Total housing starts in August were above expectations and starts in June and July were revised slightly. A solid report. The third graph shows the month-to-month comparison for total starts between 2023 (blue) and 2024 (red).

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Wealth Management

SEPTEMBER 13, 2024

Additional services can justify fees to clients, but RIA owners must also prove those services benefit their bottom lines.

Clients 311

Clients 311

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.

Numbers

Wealth Management

SEPTEMBER 18, 2024

Advisors have been instituting these strategies for months as the Fed's 50bps interest rate cut has been widely anticipated.

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Wealth Management

SEPTEMBER 5, 2024

Judges recognized 84 companies for their outstanding support of financial advisor success from among 287 finalists.

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Financial Advisor 310

Wealth Management

SEPTEMBER 25, 2024

The impact lower rates are likely to have on private credit funds goes beyond an expected decline in yields.

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Wealth Management

SEPTEMBER 24, 2024

Don’t let the uncertainty about future tax policy interfere with taking action to meet your client’s goals.

Estate Planning 306

Estate Planning Planning Taxes 306

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.

Management