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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.
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.
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.
Today, in the Calculated Risk Real Estate Newsletter: Catching Up: New Home Sales Increased to 739,000 Annual Rate in July Brief excerpt: I'm back from Africa! I’ll be catching up on recent data over the next few days, and I’ll post some photos / videos from my trip. Last week the Census Bureau reported New Home Sales in July were at a seasonally adjusted annual rate (SAAR) of 739 thousand.
The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious activity to Treasury's Financial Crimes Enforcement Network, with firms having until January 1, 2026 to comply with the rule.
Markets The S&P 500 returned 2.43% in August 2023. (on.spdji.com) There are too many markets at all-time highs to count. (whitecoatinvestor.com) Strategy High yields come with risk. Don't let anyone tell you otherwise. (wsj.com) Good luck trying to time the stock market using valuation metrics. (awealthofcommonsense.com) Market statistics can gloss over the big picture.
Markets The S&P 500 returned 2.43% in August 2023. (on.spdji.com) There are too many markets at all-time highs to count. (whitecoatinvestor.com) Strategy High yields come with risk. Don't let anyone tell you otherwise. (wsj.com) Good luck trying to time the stock market using valuation metrics. (awealthofcommonsense.com) Market statistics can gloss over the big picture.
Wards Auto released their estimate of light vehicle sales for August: August U.S. Light-Vehicle Sales Rise 4%, Ending Two Straight Declines (pay site). Growth was solid in August despite the period’s results equaling a 7-month-low SAAR. However, after rising 3.4% year-over-year in the first five months of 2024, demand over the three months since then has been nearly flat.
I have known Josh for nearly 15 years. Despite his writing in public that entire time, hosting two weekly shows on our YouTube channel , and showing up on CNBC three times a week, you don’t know him. Public persona aside, he is surprisingly private. I know him as well as anyone besides Sprinkles and maybe Batnick. I am going to share three things about Josh that you don’t know.
Strategy Three reasons why the stock market declines. (awealthofcommonsense.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That." (ritholtz.com) Semiconductors Trying to put a valuation on Nvidia ($NVDA). (aswathdamodaran.blogspot.com) TSMC's ($TSM) Arizona plant is on track for 2025 production. (bloomberg.com) Export controls are not keeping Nvidia ($NVDA) chips out of China.
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.
The headline jobs number in the August employment report was below expectations, and June and July payrolls were revised down by 82,000 combined. The participation rate and the employment population ratio were unchanged, and the unemployment rate decreased to 4.2%. Construction employment increased 34 thousand and is now 665 thousand above the pre-pandemic level.
A cornerstone service that many financial advisors provide is education. While strategic advice is crucial, advisors also face the challenge of presenting the strategies to clients in context, explaining different financial planning concepts, and showing clients how to implement these strategies (as well as pointing out any long-term consequences). While curious, proactive clients who are ready to learn may be the ideal, this can become complicated when clients bring 'good' advice they've heard
Books An excerpt from Anne Applebaum's book "Autocracy, Inc: The Dictators Who Want to Run the World." (on.ft.com) Walt Hickey talks with Nate Silver author of "On the Edge: The Art of Risking Everything." (numlock.com) Insights from “Hoof Beats: How Horses Shaped Human History,” by William Taylor. (theconversation.com) AI How AI will change startup investing.
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.
From the BLS: Employment Situation Total nonfarm payroll employment increased by 142,000 in August, and the unemployment rate changed little at 4.2 percent , the U.S. Bureau of Labor Statistics reported today. Job gains occurred in construction and health care. The change in total nonfarm payroll employment for June was revised down by 61,000, from +179,000 to +118,000, and the change for July was revised down by 25,000, from +114,000 to +89,000.
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How To Make Millions As a Professional Whistleblower : A little-known provision in US law permits anyone to blow the whistle on financial fraud — and potentially take home a percentage of the funds collected. One undercover sleuth has made a wild career out of it. ( GQ ) • Why Aging Comes in Dramatic Waves in Our 40s and 60s : A new study suggests that waves of aging-relat
Private debt REITs offer a unique blend of income stability, risk management, tax efficiency, and diversification, writes Parkview Financial's VP of investor relations.
Index funds How index funds have changed demand for large cap stocks. (klementoninvesting.substack.com) Research Affilitiates is launching the Deletions ETF ($NIXT) which will buy index deletions. (mutualfundobserver.com) Apple David Pierce, "Apple Pay is one of the most Apple-y Apple products the company has ever shipped." (theverge.com) People want to copy Apple ($AAPL) products but not Apple the company.
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.
The DOL reported : In the week ending August 31, the advance figure for seasonally adjusted initial claims was 227,000, a decrease of 5,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 231,000 to 232,000. The 4-week moving average was 230,000, a decrease of 1,750 from the previous week's revised average.
The Best Way to Buy a House Right Now with Jonathan Miller , Miller Samuel (Sept 4, 2024) Buying a house in today’s climate can be challenging. Interest rates are near the highest level in 20 years. Housing inventory is near record lows. So what’s a potential home buyer to do? Jonathan Miller, President of Miller Samuel, discusses the best approaches for purchasing a home today.
Podcasts Brendan Frazier talks with Michael Finke about the three cornerstones of a happy and fulfilling retirement. (podcasts.apple.com) Michael Kitces talks with Mark Tibergin about the difference between simply growing in size versus truly gaining scale as an advisory firm. (kitces.com) Jason Pereira talks with Larry Shumbres, CEO, and founder of Archive Intel.
You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • 8:15 AM: The ADP Employment Report for August. This report is for private payrolls only (no government). • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 238 thousand initial claims, up from 233 thousand last week.
The transcript from this week’s, MiB: Heather Brilliant, Diamond Hill , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio.
Podcasts Barry Ritholtz talks with Eric Balchunas about the importance of falling fund fees. (ritholtz.com) Rick Ferri talks with Christine Benz about her new book "How to Retire, 20 Lessons for a Happy, Successful, and Wealthy Retirement." (bogleheads.podbean.com) Christine Benz and Amy Arnott talk financial fraud with Kathy Stokes, director of Fraud Prevention Programs with AARP.
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I'll be out of contact from August 20th until Sept 4th. I'll be back for the August employment report. The key report this week is the August employment report on Friday. Other key indicators include the August ISM manufacturing index, August auto sales, and Trade Deficit for July. -- Monday, September 2nd -- All US markets will be closed in observance of the Labor Day holiday. -- Tuesday, September 3rd -- 10:00 AM: ISM Manufacturing Index for August. 10:00 AM: Construction Spending for July.
I enjoy slicing and dicing historical stock market returns. I’m not naive enough to assume this helps predict the future. However, studying the past can provide a baseline to help set expectations when it comes to risk and a potential range of outcomes. Here’s a different way to look at returns over various time horizons for the S&P 500 going back to 1993: This is how to read this chart: Pick a starting.
Listening Someone was just charged with fraud using AI to create hundreds of thousands of fake songs by nonexistent bands. (arstechnica.com) What it's like to be 'the other guy' on a celebrity podcast. (nytimes.com) Hedge funds Corey Hoffstein talks with Giuseppe Paleologo about portfolio construction at multi-manager hedge funds. (podcasts.apple.com) Joe Weisenthal and Tracy Alloway talk with Joe Peta about how to measure manager skill.
Remote finance teams are rewriting how the back-office runs—and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats have become more than just “growing pains”. They’re now liabilities. The challenge isn’t just team distribution, but building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
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