Abnormal Returns

MARCH 26, 2024

theblock.co) Franklin Templeton ($BEN) is pushing deeper into the crypto business. blockworks.co) When banks start pitching Bitcoin allocations. herbgreenberg.substack.com) Boeing's ($BA) commercial aircraft business is a mess. lefsetz.com) Crypto FTX sold its stake in Athropic to some big names. cnbc.com) How the BlackRock U.S.

Financial Advising 269

Financial Advising Media Economy Financial Market 269

Nerd's Eye View

JANUARY 9, 2024

Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households.

Financial Advisor 210

Financial Advisor Financial Planner Clients Food 210

Abnormal Returns

JANUARY 15, 2024

Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. flowfp.com) Small businesses overstate the costs of starting a retirement plan. flowfp.com) Small businesses overstate the costs of starting a retirement plan.

Financial Planner 247

Financial Planner Wealth Management Retirement Planning Financial Advising 247

Abnormal Returns

DECEMBER 7, 2023

(ft.com) VC SimpleClosure, a start-up that helps other start-ups wind down their operations, is doing a booming business. yahoo.com) Why SpaceX continues to win new launch business. nytimes.com) Is Austin, TX losing its luster as a startup hub? bloomberg.com) Bonds Vanguard is launching new actively managed bond ETFs.

Digital Media 226

Digital Media Electronics Financial Advising Startup 226

Nerd's Eye View

APRIL 8, 2024

As a starting point, while financial advisors tend to have a strong client retention rate (often well above 90%), data from CEG indicate that nearly 40% of business owners surveyed said they were at least somewhat likely to switch their primary financial advisor in the next 2 years.

Financial Advisor 130

Financial Advisor Clients Estate Planning Taxes 130

The Big Picture

MARCH 16, 2024

War on the Rocks ) • 20 Lessons From 20 Years of Managing Money : The longer I’m in the money management business the more there is to learn but these are some of the things I’ve learned thus far. ( What started as an escape for college swimmers has evolved into a debaucherous party. The weekend is here!

Clients 265

Clients Management Numbers Assets 265

Nerd's Eye View

MARCH 25, 2024

While these criteria are not crucial to running a viable business, the reality is that they are still important factors in establishing a flourishing business, and face-to-face time in some form or another can be invaluable for building a strong, aligned team.

Planning 217

Planning Taxes Management Clients 217

Abnormal Returns

APRIL 1, 2024

bloomberg.com) Why banks love the wealth management business. theverge.com) Generative AI search engine Perplexity is planning to start selling ads. Markets How major asset classes performed in March 2024. capitalspectator.com) There has been a fair amount of equity return dispersion, YTD. mrzepczynski.blogspot.com) Strategy Why U.S.

Assets 219

Assets Financial Advising Wealth Management Engineering 219

Nerd's Eye View

NOVEMBER 28, 2023

Peter is a Partner of Park Avenue Capital, an advisory firm affiliated with Northwestern Mutual based in New York City, that oversees $2.4 billion in assets under management for 1,377 client households.

Startup 184

Startup Financial Advisor Clients Management 184

Abnormal Returns

APRIL 23, 2024

axios.com) When will BNPL companies start reporting to the big credit bureaus? readtrung.com) The business model for big publishers is broken. Geopolitics A look at how geopolitical events affect the stock market. carsongroup.com) Why we fear doing nothing during a geopolitical crisis. Then check out our weekly e-mail newsletter.

Financial Advising 169

Financial Advising Media Economy Management 169

Nerd's Eye View

MAY 31, 2023

In response to the new deduction limit, many states enacted laws creating a new Pass-Through Entity Tax (PTET) designed to help owners of pass-through businesses (partnerships, LLCs, and S corporations) avoid the limitation and preserve the deductibility of their state tax payments.

Taxes 224

Taxes Planning Tax Planning Numbers 224

Abnormal Returns

SEPTEMBER 10, 2023

behaviouralinvestment.com) Higher starting rates make bonds more attractive. awealthofcommonsense.com) Wealth management is a global growth business. (mrzepczynski.blogspot.com) On the mismatch between our investment horizons and our actual behavior. morningstar.com) Consider yourself lucky to be in retirement. stock market of late.

Wealth Management 285

Wealth Management Retirement Management Investing 285

Clever Girl Finance

AUGUST 2, 2023

Are you considering starting a side hustle? Perhaps you imagine quitting your job one day to take your business full-time, or maybe you just need to make a little extra money in your spare time. How do you start a side hustle with no experience? How do you start a side hustle from scratch?

Business Planning 94

Business Planning Planning Food Budgeting 94

The Big Picture

AUGUST 5, 2022

VinFast established in 2017 out of Hanoi, Vietnam, was founded by serial entrepreneur Pham Nhat Vuong — he’s Vietnam’s first billionaire and got his start in business selling instant ramen in the Ukrainian market. to start: a midsize SUV, called the VF 8, that starts at $40,700, and a larger VF 9, starting at $55,500.

Planning 274

Planning Marketing Marketing 274

Nerd's Eye View

NOVEMBER 15, 2023

To stave off a wave of business closures and a subsequent surge in unemployment, the U.S. government designed a number of small business relief packages to incentivize companies to keep workers on their payrolls. Each phase has slightly different rules about who can claim the ERC and how the credit is calculated.

Clients 234

Clients Taxes Government Startup 234

Nerd's Eye View

SEPTEMBER 21, 2023

Regardless of the size of a financial advisory firm, clients are a constant necessity to sustain a profitable business. As a starting point, there are unconventional marketing principles that can help advisors who do not want to engage in traditional marketing campaigns to effectively attract and acquire clients.

Advertising 213

Advertising Clients Financial Advisor Communication 213

Nerd's Eye View

JULY 10, 2023

Sometimes, this succession plan can include the owner's child, providing an opportunity to keep the business in the family. Ultimately, the key point is that it is sometimes necessary to reinvent a business in order to thrive as time goes by.

Financial Planning 237

Financial Planning Retirement Planning Clients 237

The Big Picture

APRIL 25, 2024

Some of this is that “long and variable lag” of higher rates starting to bite — but it’s not just that. Some of this is that “long and variable lag” of higher rates starting to bite — but it’s not just that. Business investment grew at a 2.9% Residential investment grew at a 13.9%

Economy 201

Economy Economics Banking Investing 201

Abnormal Returns

SEPTEMBER 3, 2023

mr-stingy.com) 15 lessons learned from the quantitative investment research business. Then comes the time to start drawing down those savings." The cracks are showing. theverge.com) The story of a portfolio manager holding onto Credit Suisse stock too long. morningstar.com) Is illiquidity a feature or a bug? wapo.st)

Portfolio Management 245

Portfolio Management Retirement Portfolio Management 245

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients. Read More.

Financial Planner 206

Financial Planner Certification CFP Financial Advice 206

Nerd's Eye View

FEBRUARY 21, 2024

In 2021, Congress passed the Corporate Transparency Act, which, for the first time, required small business entities such as LLCs and corporations to report identifying information on their "beneficial owners" (i.e., those who own at least 25% of, or who otherwise exercise substantial control over the business).

Insurance 171

Insurance Numbers Clients Business Planning 171

Abnormal Returns

APRIL 12, 2024

theatlantic.com) Business Patrick O'Shaughnessy talks with Ken Langone about Home Depot and American capitalism. scottbarrykaufman.com) Jonathan Fields talks with Charlie Gilkey author of "Start Finishing: How to Go From Idea to Done." Audio The head of the world's largest sovereign wealth fund also hosts a podcast.

Investing 221

Investing Investments Management 221

Nerd's Eye View

SEPTEMBER 26, 2023

Bridget is the President of WealthChoice, a virtual independent RIA that oversees nearly $80 million in assets under management for 68 client families, and Co-Founder of Equita Financial Network, an advisor platform that helps advisors plug in and share resources.

Financial Planning 218

Financial Planning Financial Advisor Clients Planning 218

The Big Picture

AUGUST 11, 2023

Businessweek ) • The First Big Antitrust Trial of the Century Is About to Start : Google’s monopoly is going on trial starting September 12. Or rather, it’s the start of a series of big ones. ( Or rather, it’s the start of a series of big ones. ( This is the big one. Buffett won).

Math 245

Math Management Numbers Investing 245

Abnormal Returns

AUGUST 25, 2023

hollywoodreporter.com) Matt Reustle and Dom Cooke on how to start a podcast the right way. youtube.com) Business Joe Weisenthal and Tracy Alloway talk with Michael Roberto about the business of Tractor Supply ($TSCO). podcasts.apple.com) Benjamin Gilbert and David Rosenthal talk about the unique business of Costco ($COST).

Investing 221

Investing Investments 221

A Wealth of Common Sense

FEBRUARY 23, 2024

The majority of the uber-wealthy class in this country who didn’t get their money handed down to them created it by starting a business (or becoming an equity owner in a business). And starting a business i. You take big risks and work really hard.

Numbers 103

Numbers 103

The Big Picture

MARCH 13, 2024

Jim Bianco discusses initial unemployment claims data and wage gain to identify when the Fed will start lowering rates. Investors might find it useful to know when is the Fed going to start a new cycle of cutting rates. So Jim, let’s just start with the basics. How much do they really matter?

Numbers 274

Numbers Insurance Economy Marketing 274

The Big Picture

JULY 23, 2022

Graham has been in private equity for over 20 years, having started Alpine in his dorm room at the Stanford Graduate School of Business. The potential gains from a well-run turnaround start at the top, regardless of what econometric modeling the rest of the private equity industry obsesses over.

Communication 296

Communication Investing Investments Marketing 296

Nerd's Eye View

JULY 4, 2023

What's unique about Melissa, though, is how she originally built her career following a path of becoming a partner in a large ensemble firm, but when she finally got the opportunity to make partner she still had an external lawyer review the partnership documents and the company’s operating agreement like a prenup – hoping for the best (..)

Financial Advisor 209

Financial Advisor CFP Clients Assets 209

The Big Picture

SEPTEMBER 2, 2022

We are gearing up for a very busy September and October, starting a week from now, my crew heads to California for Futureproof ( its gonna be lit! ). I have some crazy cool guests coming up on Masters in Business as well as an ancillary audio product aiming for a late October launch. The unofficial end of Summer is here.

Marketing 283

Marketing Marketing 283

Nerd's Eye View

AUGUST 15, 2023

My guest on today's podcast is Jim Ludwick. Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Fee Only 238

Fee Only Clients Financial Planning Financial Advisor 238

Calculated Risk

APRIL 24, 2024

From the AIA: ABI March 2024: Architecture firm billings retreat further in March Business conditions at architecture firms softened in March, as the AIA/Deltek Architecture Billings Index (ABI) score declined to 43.6 Regionally, business conditions were softest at firms located in the Midwest and South. for the month.

Economics 95

Economics Clients Investing Investments 95

Abnormal Returns

SEPTEMBER 6, 2023

Rates Higher starting rates make bonds more attractive. wsj.com) Money management Wealth management is a growth business. wsj.com) Money management Wealth management is a growth business. morningstar.com) How investors should think about their bond allocations. awealthofcommonsense.com) Bonds aren't boring any more.

Financial Advising 230

Financial Advising Wealth Management Media Economy 230

Nerd's Eye View

JUNE 12, 2023

While 2023 got off to a bumpy start for many advisory firms, still smarting from a rough prior year of market returns (and volatile revenue), a relative return to ‘normalcy’ means that for most, the advisory business has reached whatever its new post-pandemic normal will be.

Financial Advisor 219

Financial Advisor Financial Planner Professional Services Clients 219

The Big Picture

JANUARY 31, 2023

Consumer Is Starting to Freak Out : The flush savings accounts and cheap credit that helped keep Americans spending at high rates since 2020 are disappearing. Consumer Is Starting to Freak Out : The flush savings accounts and cheap credit that helped keep Americans spending at high rates since 2020 are disappearing.

Startup 267

Startup Economics Economy Accounting 267

The Big Picture

APRIL 22, 2023

 This week, we speak with Brian Hamburger , founder and chief executive officer of the business / regulatory compliance consultancy MarketCounsel , as well as the founder and chief counsel of the Hamburger Law Firm, a boutique law firm that focuses on investment and securities industry matters. Stanley and William D.

Compliance 283

Compliance Wealth Management Consulting Investing 283

Million Dollar Round Table (MDRT)

JANUARY 30, 2024

If, however, you create and execute a thoughtful business strategy, you can multiply your success with intention and with a lot less frustration. If, however, you create and execute a thoughtful business strategy, you can multiply your success with intention and with a lot less frustration. You need to start somewhere.

Financial Advisor 80

Financial Advisor Business Planning Planning Management 80