The Big Picture
MARCH 18, 2023
This week, we speak with Cliff Asness , co-founder and managing partner at AQR Capital Management. The firm has ~$100 billion in assets under management. An active researcher, Asness contributes to numerous publications and has received a variety of accolades, including the James R. Vertin Award from CFA Institute in recognition of his lifetime contribution to research.
The Reformed Broker
MARCH 18, 2023
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.
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The Big Picture
MARCH 18, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The A to Z of economics : Economic terms, from “absolute advantage” to “zero-sum game”, explained to you in plain English. ( The Economist ) • The Incredible Tantrum Venture Capitalists Threw Over Silicon Valley Bank : Remind me why, exactly, these guys have so much control over technological innovation?
Abnormal Returns
MARCH 18, 2023
Energy Why it makes sense to float solar panels in reservoirs. (wired.com) How data center heat could be used to heat swimming pools. (theverge.com) Environment The EPA is set to limit 'forever chemicals' in drinking water. (npr.org) Debunking the 'natural' explanations for rising global temperatures. (arstechnica.com) Why so many of Canada's tornadoes go unseen.
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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
MARCH 18, 2023
At the Calculated Risk Real Estate Newsletter this week: • Pandemic Economics, Housing and Monetary Policy: Part 2 • Current State of the Housing Market; Overview for mid-March • Lawler: Early Read on Existing Home Sales in February • February Housing Starts: Average Length of Time from Start to Completion increased Sharply in 2022 • Q4 Update: Delinquencies, Foreclosures and REO • 2nd Look at Local Housing Markets in February This is usually published 4 to 6 times a week and provides more in-de
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Advisor Perspectives
MARCH 18, 2023
Could the consensus view of a “no recession” scenario be wrong? As portfolio managers, this is the question we ask ourselves daily.
Ron A. Rhodes
MARCH 18, 2023
While the SEC has provided an interpretative release [SEC Release IA-5248, Commission Interpretation Regarding Standard of Conduct for Investment Advisers (July 12, 2019)] regarding the fiduciary duties of investment advisers,…
Advisor Perspectives
MARCH 18, 2023
Fears of bank runs precipitating a broader financial crisis helped spark a surge in bullion buying this week.
Calculated Risk
MARCH 18, 2023
The key reports this week are February New and Existing Home Sales. The FOMC meets this week, and there is some uncertainty on rate hikes due to the recent banking issues. -- Monday, March 20th -- No major economic releases scheduled. -- Tuesday, March 21st -- 10:00 AM: Existing Home Sales for February from the National Association of Realtors (NAR).
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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.
Nationwide Financial
MARCH 18, 2023
Key Takeaways: Saving money for travel—just like saving for other big events—requires discipline and planning, especially if your clients are interested in finding cost-saving deals. Setting goals, creating a budget, and saving automatically can be great ways to budget for a big trip. There are typically travel deals available, depending on what membership programs your client participates in.
Advisor Perspectives
MARCH 18, 2023
My “five-step investment process” provides an ongoing systematic framework for making portfolio decisions, and further incorporating financial planning and tax considerations into overall portfolio construction.
Norman Marks
MARCH 18, 2023
One of the points I made in my review of the draft was that it is not consistent with the Core Principles for Effective Internal Auditing. I have asked whether the principles on which the draft is based are the right principles. Here is a comparison.
Advisor Perspectives
MARCH 18, 2023
For years I’ve used a sandpile metaphor to describe complex systems like banking. Keep dropping grains of sand long enough and you will eventually trigger an avalanche.
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
MARCH 18, 2023
Positive affirmations for self love are all about being kind to yourself. Because be honest, how many times have you said phrases like these? I’m such an idiot. Wow, that was stupid of me. I need to stop being so dumb. That was so foolish of me. I’m never going to accomplish if I keep being such a moron. The words you tell yourself have power. These one-off comments may seem harmless, but when you repeat them over and over, your mind starts to believe them.
Advisor Perspectives
MARCH 18, 2023
Sixty-six million Americans currently receive monthly benefits from Social Security, which, if nothing changes, is expected to be insolvent by 2035 at the latest. It’s time for Americans to take a greater role in their own retirement planning.
Clever Girl Finance
MARCH 18, 2023
When you land a job that brings in a 40k salary, it’s cause for celebration. That’s especially true if you were previously working a minimum-wage job. But as you move forward, it’s important to determine exactly how far a 40,000 salary will get you. In this article, you'll find out answers to questions like, "40k a year is how much hourly?" and "what is a 40k salary monthly?
Advisor Perspectives
MARCH 18, 2023
The politics of the status quo creates the illusion of action, fostering the image that Social Security is a hot topic that has captured the attention of Washington.
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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.
Aleph
MARCH 18, 2023
Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Twitter birds run by a bank run Financial Regulation and Policy Dodd Frank Was Never Gutted – It Was Barely Touched [link] Interesting sidelights on how little Dodd-Frank got changed Mar 18, 2023 Banks borrowed a combined $164.8 billion from two Federal Reserve backstop facilities in the most recent week, a sign of escalated funding strains after SVB’s collapse [link] Things are that bad… Mar 18,
Advisor Perspectives
MARCH 18, 2023
The full story of SVB is still unfolding, but we offer some initial reactions.
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