The Reformed Broker

SEPTEMBER 26, 2022

All of the value creation for investors comes from the actions they take in falling markets, not rising ones.

Retirement 205

Retirement Accounting Marketing Marketing 205

The Big Picture

SEPTEMBER 26, 2022

My back-to-work morning train WFH reads: • What is the Fed Doing? Don’t fight the Fed used to be a positive slogan. That’s not the case anymore. If anything, it feels like the Fed wants to fight us, all of us, including the stock market and the economy.

Engineering 177

Engineering Manufacturing Economy Retirement 177

The Big Picture

SEPTEMBER 21, 2022

One of the things we know about inflation expectations is that Federal Reserve Chairman Jerome Powell relies heavily on them. He thinks about expectations, gives speeches on them, and uses the data series when enacting Federal Reserve policies to combat inflation.

Risk Tolerance 245

Risk Tolerance Budgeting Numbers Banking 245

Abnormal Returns

SEPTEMBER 21, 2022

Podcasts Daniel Crosby talks with Morgan Housel author of "The Psychology of Money." standarddeviationspod.com) Christine Benz and Jeff Ptak talk with Farnoosh Torabi about navigating family money dynamics.

Retirement 206

Retirement Financial Planning Banking Planning 206

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

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation like ART (a unique month-end close solution) into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART, and share the key elements of month-end close automation.

Accounting

Nerd's Eye View

SEPTEMBER 21, 2022

There are many financial advisors who take issue with the financial advice offered by popular personal finance personalities such as Dave Ramsey.

Financial Planning 204

Financial Planning Planning Financial Advice Clients 204

The Reformed Broker

SEPTEMBER 23, 2022

A recession so contrived and man-made that every economist, politician, business owner, college student, CEO, rapper and professional athlete has been able to see it coming in real-time for months and months… Take a picture, you may never see anything so obviously about to happen ever again.

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The Big Picture

SEPTEMBER 22, 2022

Every year, Credit Suisse puts out an in-depth look at wealth around the world (I often pull a chart or two for the reads). The data always has some interesting findings about how the very wealthy are investing, consuming, and otherwise spending their time and money.

Distribution 221

Distribution Numbers Media Investing 221

Abnormal Returns

SEPTEMBER 26, 2022

Podcasts Christine Benz and Jeff Ptak talk with Tim Steffen, director of tax planning for Baird. morningstar.com) Michael Kitces and Carl Richards talk about repurposing lessons from clients for content. kitces.com) Daniel Crosby talks with Tom Morgan about personal myth making.

Wealth Management 130

Wealth Management Startup Compliance Tax Planning 130

Nerd's Eye View

SEPTEMBER 23, 2022

Financial Planner 156

Financial Planner Compensation Planning Compliance Insurance 156

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Banking

Pragmatic Capitalism

SEPTEMBER 19, 2022

New episode of Three Minute Money here. Is the USA in a recession? While the media has traditionally referred to a recession as 2 quarters of negative GDP the White [ …

Media 169

Media 169

Mish Talk

SEPTEMBER 21, 2022

The Wall Street Journal reports Putin Threatens Nuclear Response in Ukraine.

Government 226

Government Planning Economics 226

Abnormal Returns

SEPTEMBER 26, 2022

Markets Investors are rightfully bearish, but bear markets eventually end. thereformedbroker.com) Everything sucks. Five things that could go right. ramp.beehiiv.com) Protective puts are in fashion. ft.com) Companies As a company, Nvidia ($NVDA) is not afraid of taking risk.

Financial Advising 130

Financial Advising Manufacturing Media Economy 130

Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

Certified Financial Planner 169

Certified Financial Planner Financial Planning Financial Planner CFP 169

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Assets

Pragmatic Capitalism

SEPTEMBER 19, 2022

Here’s a good podcast I did earlier this month about Monetary Policy and the Federal Reserve. Jack and Justin are great friends of mine and run an excellent podcast called [ …

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169

Mish Talk

SEPTEMBER 26, 2022

CPI Data from BLS, calculation and chart by Mish. 2022 Percentage Increases Jan: 1.09 Percent Feb: 1.79 Percent Mar: 0.83 Percent Apr: 0.54 Percent May: 0.36 Percent Jun: 1.60 Percent Jul: 0.94 Percent Aug: 0.98 Percent CPI Car Insurance Percent Change From Year Ago.

Insurance 177

Insurance Math Numbers Economics 177

The Big Picture

SEPTEMBER 19, 2022

My back-to-work morning train WFH reads: • Most pros can’t beat the market : 2021 is the 13th consecutive years in which the majority of fund managers in this category have lagged the index. TKer ). •

Sales 222

Sales Management Numbers Marketing 222

Abnormal Returns

SEPTEMBER 25, 2022

Also on the site A home is a bundle of things, not just a house with a mortgage attached. abnormalreturns.com) Top clicks this week There is a big problem with investing more during sharp market declines. ofdollarsanddata.com) How much do interest rates matter for the stock market?

Retirement 130

Retirement Retail Financial Planning Planning 130

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Estate Planning

Nerd's Eye View

SEPTEMBER 26, 2022

In a now-famous 1970 paper, economist George Akerlof used the market for used cars to demonstrate the negative effects that can occur when there are significant information asymmetries between buyers and sellers of a good or service.

Financial Advice 130

Financial Advice Financial Planner License Ethics 130

Pragmatic Capitalism

SEPTEMBER 19, 2022

I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ …

Investing 168

Investing Investments Portfolio Management Portfolio 168

Mish Talk

SEPTEMBER 22, 2022

World Bank chart on tightening fiscal stance. Super Thursday Actions The Wall Street Journal reports Interest-Rate Hikes Come Thick and Fast Switzerland: Raised rates by 0.75 point to 0.5%, making it one of the last central banks to exit negative territory.

Banking 209

Banking Economy Financial Market Economics 209

The Big Picture

SEPTEMBER 23, 2022

The Devil must be strapping on his ice skates: Ferrari just introduced the Purosangue, a 4-door, 4-seater SUV crossover. We should not be surprised.

Engineering 195

Engineering Distribution 195

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Banking

Abnormal Returns

SEPTEMBER 25, 2022

Markets Quality stocks have not been a defense against a bear market. wsj.com) TIPS yields are at their highest level in a decade. marketwatch.com) How rogue waves help explain market disasters. bestinterest.blog) Strategy The bear case is obvious. What's the bull case?

Startup 130

Startup Financial Advising Media Economy 130

Nerd's Eye View

SEPTEMBER 20, 2022

Welcome back to the 299th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Tim Regan.

Business Planning 158

Business Planning Clients Financial Advisor Insurance 158

Pragmatic Capitalism

SEPTEMBER 19, 2022

Here’s a new 3 Minute Money on housing. In this video I cover: The dynamics of the boom Why housing is so important to the broader economy The risk that [ …

Economy 168

Economy Marketing Marketing 168

The Reformed Broker

SEPTEMBER 25, 2022

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker. Links

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130

The Big Picture

SEPTEMBER 23, 2022

My end-of-week autumnal morning reads: • Navigating the Pain of Your First Bear Market : In the coming 40-50 years I’m planning on experiencing at least 10 or more bear markets, including 5 or 6 that constitute a market crash in stocks.

Startup 185

Startup Retirement Government Marketing 185

Mish Talk

SEPTEMBER 19, 2022

NAHB data, chart by Mish. Home builder confidence declined for the ninth straight month in September, according to the NAHB/@WellsFargo Housing Market Index (HMI). This month's reading of 46 is the lowest since 2014 (excepting the COVID crash)."

Retail 216

Retail Sales Marketing Marketing 216

Abnormal Returns

SEPTEMBER 24, 2022

Autos Auto makers are struggling to meet demand for EVs. wsj.com) Hertz ($HTZ) is planning to buy GM ($GM) EVs. engadget.com) Lithium prices are soaring. wsj.com) Transport Cars are disappearing from the streets of Paris. reasonstobecheerful.world) Who needs a jetpack when you can ride a hoverbike?

Food 130

Food Transportation Financial Advising Media 130

Pragmatic Capitalism

SEPTEMBER 26, 2022

Here are some things I think I am thinking about. T-Bills at 4% are a screaming deal. Back in another life when I ran my hedge fund I was [ …

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