The Big Picture
DECEMBER 29, 2022
Barry Ritholtz, Ritholtz Wealth Management Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, told Kailey Leinz and Matt Miller Wall Street is savvier than the Fed when it comes to the realities of inflation. Ritholtz said this Wednesday morning on “Bloomberg Surveillance.” Street vs. Fed with Ritholtz.
Calculated Risk
DECEMBER 29, 2022
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 3.8% Below Peak; Houses are the least “affordable” since 1982 when 30-year mortgage rates were over 14% Excerpt: It has been over 16 years since the bubble peak. In the October Case-Shiller released Tuesday , the seasonally adjusted National Index (SA), was reported as being 62% above the bubble peak in 2006.
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Abnormal Returns
DECEMBER 29, 2022
Markets The energy sector dominated in 2022, and it wasn't even close. (capitalspectator.com) The stock market is not a Ponzi scheme. (awealthofcommonsense.com) Here is Eddy's 2023 Buy List. (crossingwallstreet.com) Companies Inside the Southwest Airlines ($LUV) meltdown. (wsj.com) Cal-Maine Foods ($CALM) stock rode higher egg prices all year, until today.
Calculated Risk
DECEMBER 29, 2022
From CoStar: STR: US Hotel Performance Slows During Lead-Up to Christmas U.S. hotel performance came in lower than the previous week and showed weakened comparisons to 2019 on the unfavorable side of a holiday calendar shift, according to STR‘s latest data through Dec. 24. At the same time, occupancy on the 24th was the highest for any Christmas Eve on record.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Nerd's Eye View
DECEMBER 29, 2022
For many seasoned financial advisors, the road toward building a career and a business can be challenging and rewarding. And even though most advisors would agree that the road to success involves many years of hard work and sacrifice, each advisor’s path to ultimate success can consist of massively different experiences. In our 102nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the challenges they have each faced in their decades-long
Calculated Risk
DECEMBER 29, 2022
The DOL reported : In the week ending December 24, the advance figure for seasonally adjusted initial claims was 225,000 , an increase of 9,000 from the previous week's unrevised level of 216,000. The 4-week moving average was 221,000, a decrease of 250 from the previous week's revised average. The previous week's average was revised down by 500 from 221,750 to 221,250. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
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Calculated Risk
DECEMBER 29, 2022
From the Philly Fed : The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for November 2022. Over the past three months, the indexes increased in 35 states, decreased in 11 states, and remained stable in four, for a three-month diffusion index of 48. Additionally, in the past month, the indexes increased in 30 states , decreased in 13 states, and remained stable in seven, for a one-month diffusion index of 34. emphasis added Note: These are coincident i
Nerd's Eye View
DECEMBER 29, 2022
For many seasoned financial advisors, the road toward building a career and a business can be challenging and rewarding. And even though most advisors would agree that the road to success involves many years of hard work and sacrifice, each advisor’s path to ultimate success can consist of massively different experiences. In our 102nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the challenges they have each faced in their decades-long
Calculated Risk
DECEMBER 29, 2022
Note: I like using Las Vegas as a measure of recovery for both leisure (visitors) and business (conventions). From the Las Vegas Visitor Authority: November 2022 Las Vegas Visitor Statistics Even with typical late fall/early winter seasonal volume decreases kicking in after a stellar October, November 2022 saw visitation of approx. 3.27M, about 5% ahead of last November and ‐7% shy of November 2019 tallies , supported by a variety of events including the Automotive After Market Week and the Raid
Abnormal Returns
DECEMBER 29, 2022
Companies Why a Swedish company, Embracer, is buying up hundreds of game companies, publishers and IP. (msn.com) How Ticketmaster came to dominate the ticketing industry. (prospect.org) Why did Tesla ($TSLA) stop reporting Autopilot safety numbers? (msn.com) Longreads The biggest venture capital firms are becoming quasi-index funds. (investing1012dot0.substack.com) How the chestnut tree could return to American forests.
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.
Good Financial Cents
DECEMBER 29, 2022
According to a recent Gallup poll , more than half of American adults (58%) have money invested in the stock market. Although the median holdings (amounts invested) vary based on age, income, and other demographic factors, it’s clear that Americans see the value of investing — even if their exposure is limited to a workplace 401(k). If you have a fully-funded emergency fund and have an extra $1,000 that you don’t immediately need, you have a lot of options.
A Wealth of Common Sense
DECEMBER 29, 2022
A reader asks: Do you think the stock market is a form of a Ponzi scheme and eventually investors will figure that out and quit investing? The average dividend payout for all stocks is a little over 1%. Back in the 1958 the average lifespan of a corporation was 58 years, but is now down to around 15 years. So, why are people investing in the stock market?
Trade Brains
DECEMBER 29, 2022
World stock market timings : The markets around the world have evolved to become soo accessible that one can now participate in various stock exchanges around the globe. A stock exchange is a market where shares of companies are purchased and sold. The ‘stock exchange timings’ are the timings these exchanges are open and investors can trade shares.
Integrity Financial Planning
DECEMBER 29, 2022
Holiday shopping can be stressful, and unless you took advantage of Black Friday or Cyber Monday, you might find it tough to find the deals you need to keep your gifts within your budget. Well, post-holiday shopping may be the perfect opportunity to take advantage of clearance sales on your favorite products and gifts. Use Your Credit Cards Wisely. Credit cards come with many perks as well as a variety of interest rates.
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.
Trade Brains
DECEMBER 29, 2022
Top Navratna Stocks in India: The public sector has been one of the driving forces of development within India. But often this sector is overlooked as an investment opportunity. In this article, we take at what the companies that have been conferred the Navratna status are and which companies come under this category. Keep reading to find out. What are Navratna Stocks/Companies?
Advisor Perspectives
DECEMBER 29, 2022
The era of easy returns came to a screeching halt in 2022.
WiserAdvisor
DECEMBER 29, 2022
Managing your finances can sometimes be overwhelming, as most people lack the proper understanding of how the market functions. This may come in the way of your basic savings and investment decisions. The reluctance to create a budget, use formulas and data, and arrive at decisions can impact your present and future finances. Apart from professional degrees, investment formulas and strategies are rarely taught in schools and colleges.
Covisum
DECEMBER 29, 2022
The Most Popular Blog Posts in 2022. Over the past year, you've spent a lot of time reading about financial planning best practices, financial technology, and attracting new prospects. We're thrilled that you love our content! Enjoy this recap of the 10 blog posts our readers found most impactful over the past year.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Advisor Perspectives
DECEMBER 29, 2022
Here's the latest on the largest cryptocurrencies by market share.
Inside Information
DECEMBER 29, 2022
As you know, I read the trade magazines (including online sources like Advisor Perspectives and kitces.com) and report on the various articles, This gives me some insight not only into trends in the profession, but into the reporting on them. Recently, I’ve noticed an area where there is a huge trend but the reporting has been unusually timid: clients are increasingly politically polarized, and increasingly strident and insistent on their political beliefs.
Advisor Perspectives
DECEMBER 29, 2022
This morning's seasonally adjusted 225K new claims, up 9k from the previous week's figure, was at the Investing.com forecast.
WiserAdvisor
DECEMBER 29, 2022
Wealth creation is a common objective that many people share. It is the foundation for most things in life. The wealthier you are, the more successful you are considered and the more financially secure you can be. While wealth may not be the most important thing in life, it does affect everything that is. For instance, the level of education you get, the quality of healthcare you can afford, and the lifestyle you can adopt all depend on your wealth.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Advisor Perspectives
DECEMBER 29, 2022
Bear markets end with widespread capitulation while a chorus of the stock trader’s prayer (God, if you get me out of this mess, I swear I will never buy another stock) spreads though out the land.
Nationwide Financial
DECEMBER 29, 2022
Key Takeaways. There are a variety of products available today that can provide an opportunity to match a policy with a client’s budget, their planning needs for long-term care (LTC) coverage, and provides guaranteed premiums and benefits. The cost of LTC coverage depends on factors including age, sex, and health of the insured as well as planning details such as the amount of coverage, whether inflation is added, and whether or not the LTC plan will be paired with a financial product.
Advisor Perspectives
DECEMBER 29, 2022
We want to wish everybody a Happy Holiday season!
Advisor Perspectives
DECEMBER 29, 2022
U.S. stocks are rising in pre-market trading, looking to rebound from yesterday's drop.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Advisor Perspectives
DECEMBER 29, 2022
For some holiday shoppers the most expensive holiday purchase this year was hidden.
Advisor Perspectives
DECEMBER 29, 2022
It’s hard to believe that the post-Covid world at one point was supposed to usher in a new consumer-led boom worthy of the “Roaring Twenties.
Advisor Perspectives
DECEMBER 29, 2022
The era of easy returns came to a screeching halt in 2022.
Advisor Perspectives
DECEMBER 29, 2022
The damage caused by climate change over this past year was at times so immense it was hard to comprehend.
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