Nerd's Eye View
DECEMBER 26, 2022
As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). This year has been challenging for many financial advisors as they help their clients (and their own firms!
Abnormal Returns
DECEMBER 26, 2022
Podcasts Michael Kitces talks setting boundaries with Emily Rassam who is the Senior Financial Planner for Archer Investment Management. (kitces.com) Christine Benz and Jeff Ptak discuss the recent "The State of Retirement Income" report. (morningstar.com) Ryan Detrick and Sonu Varghese talk with Phil Pearlman about the connection between health and wealth planning.
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Calculated Risk
DECEMBER 26, 2022
This will likely be the final weekly update of these high frequency indicators. I've been posting these and more since the beginning of the pandemic. It has been interesting watching these sectors recover as the pandemic impact subsided. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of December 25th.
Integrity Financial Planning
DECEMBER 26, 2022
2022 was a reckoning for the crypto industry. Cryptocurrencies deemed stable collapsed while proof of overly risky, shady, and even fraudulent practices emerged among some of the most established crypto companies. Instead of getting into the weeds of what the technology of crypto is or the genesis behind its creation, it’s more important to understand what is happening in the industry as it relates to your retirement and investment opportunities.
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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
Calculated Risk
DECEMBER 26, 2022
Active inventory decreased last week. Here are the same week inventory changes for the last four years ( usually inventory declines seasonally through the Winter - until early March ): 2022: -14.0K 2021: -15.5K 2020: -16.9K 2019: -20.7K Altos reports inventory is down 2.7% week-over-week and down 12.0% from the peak on October 28, 2022. Click on graph for larger image.
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Clever Girl Finance
DECEMBER 26, 2022
Want to learn what the house poor definition is and how to avoid being house poor? Well, it’s not just what you do; it's what you DON’T do that can make or break your house budget. It's painful to say, but a lot of information out there about homeownership can leave you house poor. Not to mention financially worse off , and full of regret. Shockingly, many live in a home they cannot afford.
A Wealth of Common Sense
DECEMBER 26, 2022
Today’s Talk Your Book is brought to you by S&P Dow Jones Indices: See here to learn more about investing in S&P thematic indices On today’s show, we are joined by Pavel Vaynshtok, Global Head of Strategy Indices at S&P Dow Jones On today’s show we discuss: How thematics have gotten so popular History of indices going back to the 20s How S&P constructs their indices Growth vs value and thematic.
Wealth Management
DECEMBER 26, 2022
A look back at some of the best conversations we had with commercial real estate pros in 2022.
Trade Brains
DECEMBER 26, 2022
Top Textile Penny Stocks: Small textile companies are present in the early stage of the value chain producing yarns & fabric, engaged in contract manufacturing, or more. Their valuations trail behind larger companies because of business size and derived demand. However, these textile penny stocks can be lucrative investments for risk-taking investors who think larger companies are overvalued.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Don Connelly & Associates
DECEMBER 26, 2022
Let’s talk about the inevitable frustration of success, about building a business slowly. I have one piece of advice if you’re still building your business: Don’t be in a hurry to become a success. If you become impatient, the impatience will wear you down. I’m not suggesting we sit back and wait for success to […]. The post The Inevitable Frustration of Success appeared first on Don Connelly & Associates.
Calculated Risk
DECEMBER 26, 2022
Weekend: • Schedule for Week of December 25, 2022 Monday: • At 9:00 AM ET, FHFA House Price Index for October. This was originally a GSE only repeat sales, however there is also an expanded index. • Also at 9:00 AM, S&P/Case-Shiller House Price Index for October. The consensus is for an 8.0% year-over-year increase in the Composite 20 index for October. • At 10:30 AM, Dallas Fed Survey of Manufacturing Activity for December.
Investment Writing
DECEMBER 26, 2022
Can you spot what’s wrong in the image below? Please post your answer as a comment. This might have been caught if the author or proofreader had read the text out loud. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for December 26: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
Financial Symmetry
DECEMBER 26, 2022
As we come to the end of 2022, Allison and I reflect on some of our favorite reads and podcasts that we have highlighted in our monthly newsletter. Listen in to hear the insights we gleaned from some of the … Continued. The post 5 Timeless Takeaways from 2022, Ep #180 appeared first on Financial Symmetry, Inc.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Clever Girl Finance
DECEMBER 26, 2022
This post contains affiliate links. Please see our disclosures for more information. Coupon sites can be your secret weapon to scoring some really great deals. After all, who doesn’t love walking out of the store with a steal of a deal? Remember, you don’t necessarily have to sacrifice quality to meet your financial goals , especially when you use the best coupon websites.
Calculated Risk
DECEMBER 26, 2022
At the end of each year, I post Ten Economic Questions for the following year (2022). I followed up with a brief post on each question. Here is review (we don't have all data yet, but enough). I've linked to my posts from the beginning of the year, with a brief excerpt and a few comments. I don't have a crystal ball, but I think it helps to outline what I think will happen - and understand - and change my mind, when the outlook is wrong.
Clever Girl Finance
DECEMBER 26, 2022
Have you ever woken up and thought, “I want to change my life” but have no idea what to do or where to start? Getting out of your routine, becoming unstuck, and learning how to change your life can be scary. But with these tips, you’ll be better equipped to make the changes you desperately want. Ready to unlock your full potential and live the life of your wildest dreams?
Clever Girl Finance
DECEMBER 26, 2022
A budget is a critical piece of any successful financial picture. Without a budget, it is hard to know where you stand financially. Even if you have a healthy emergency fund, a budget will allow you to track how much money you are earning, saving, and investing every single month. You’ll need a budget tracking template to help you manage the details of your budget.
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
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