Nerd's Eye View

MAY 23, 2023

Welcome back to the 334th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Meg Bartelt. Meg is the Founder and Lead Financial Planner for Flow Financial Planning, a virtual RIA serving mid-career women in tech that oversees almost $60 million in assets under management for 60 client households. What's unique about Meg, though, is how, over the span of 7 years since launching her firm, she has evolved the business by repeatedly adapting her niche focus, iterating

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Clients Financial Advisor Financial Planner Financial Planning 224

The Reformed Broker

MAY 23, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Corporate Bonds – “One of Vanguard’s Biggest Credit ETFs Bleeds Record $5.5 Billion” ►52-Week Highs – “the NASDAQ-100 made a new 52-wk high after going at least 6 months without one.

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Investing Investments Marketing Marketing 177

Abnormal Returns

MAY 23, 2023

Gold Gold is not portfolio insurance. (alphaarchitect.com) What is Bitcoin worth? (morningstar.com) Trading WFH traders show a lower likelihood of misconduct. (papers.ssrn.com) What can we learn from the meme stock phenomenon? (papers.ssrn.com) Hedge funds An overview of the benefits of a multi-strategy corporate arbitrage strategy. (aqr.com) How should investors rate hedge fund performance?

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Asset Allocation Insurance Economics Assets 144

The Reformed Broker

MAY 23, 2023

Call of the Day: HSBC upgrades Chevron to buy from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

Advisor Perspectives

MAY 23, 2023

We must understand our clients’ purposes and how they fit together in their lives. We need to take the initiative when rebalancing is in order.

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Clients Portfolio 142

Wealth Management

MAY 23, 2023

The Schwab/TDAI merger is creating opportunities for emerging RIA custodians with more nimble technology, natural language processing tools and automated service.

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Advisor Perspectives

MAY 23, 2023

The Fed failed to recognize the danger of its loose monetary policy in 2021. We are seeing its pernicious effect, as the money supply and velocity combined to inflict non-transitory inflation.

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Wealth Management

MAY 23, 2023

Private equity funds have stepped up their loan offerings, including for mortgage and construction loans, reported Reuters. The Wall Street Journal explained why even perfectly creditworthy property owners may opt to let some of their assets default. These are among today’s must reads from around the real estate universe.

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Assets 111

Advisor Perspectives

MAY 23, 2023

Diversification is a cornerstone of thoughtful, long-term focused investing. Incorporating assets and asset classes that don’t always move in tandem – that is, their returns aren’t strongly correlated – can help temper stock and bond market risk.

Investing 106

Investing Investments Assets Marketing 106

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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.

Banking

Wealth Management

MAY 23, 2023

XYPN co-founder Michael Kitces and Nitrogen CEO Aaron Klein both said the industry too often puts practitioners into the role of marketing growth engines at the Wealth Management EDGE conference.

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Wealth Management Engineering Management Marketing 107

Trade Brains

MAY 23, 2023

Fundamental Analysis of Laxmi Organic Industries: After listing at a premium of 20% in March 2021, the stock of Laxmi Organic Industries rallied further by 200% in another 7 months. However, the stock has corrected 50% since then. Does this fall make it an attractive company? What can the investors of the company expect in the coming quarters? We’ll try to answer these and many other questions in our fundamental analysis of Laxmi Organic Industries Ltd.

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Planning Manufacturing Sales Pharmaceutical 105

Wealth Management

MAY 23, 2023

Flows, launches and mutual fund conversions have fueled growth of actively-managed ETFs, and one driver could be investors hunting for non-correlated investments.

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Management Investing Investments 107

MarketWatch

MAY 23, 2023

Delta Air Lines Inc. DAL said late Tuesday that Michael Spanos, 58, has been named the company’s chief operating officer, effective June 12. Spanos served as chief executive officer of Six Flags Entertainment Corp. SIX from November 2019 to November 2021, Delta said, and prior to joining the amusement park company spent more than 25 years as an executive at PepsiCo Inc.

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Marketing Marketing 98

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.

Financial Advice

Wealth Management

MAY 23, 2023

RIAs should already be providing more than a portfolio and financial plan, say the heads of Morningstar and Pershing X, but will need to do more to capture trillions of assets expected to transfer in the coming years.

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Financial Planning Portfolio Assets Planning 98

MarketWatch

MAY 23, 2023

Apple Inc. AAPL said Tuesday that it’s reached a “multiyear, multibillion-dollar agreement” with Broadcom Inc. AVGO through which Broadcom will develop 5G radio frequency components. Broadcom shares were up more than 3% in premarket trading Tuesday. The components include FBAR filters, which will be designed and made in a number of U.S. cities, including Fort Collins, Colo.

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Economy Numbers Investing Investments 97

Wealth Management

MAY 23, 2023

For 13 years beforehand, Yadlapati worked for Focus Financial Partners, most recently as managing director and co-head of M&A.

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Management 114

Calculated Risk

MAY 23, 2023

Today, in the Calculated Risk Real Estate Newsletter: New Home Sales at 683,000 Annual Rate in April Brief excerpt: The next graph shows new home sales for 2022 and 2023 by month (Seasonally Adjusted Annual Rate). Sales in April 2023 were up 11.8% from April 2022. As expected, new home sales were up year-over-year. As previously discussed, the Census Bureau overestimates sales, and underestimates inventory when cancellation rates are rising, see: New Home Sales and Cancellations: Net vs Gross Sa

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Sales Numbers 96

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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.

Banking

Integrity Financial Planning

MAY 23, 2023

An estate plan is a legal document that outlines a person’s wishes for the distribution of their assets and property after their death. It is essential to create an estate plan to ensure that your family and loved ones are taken care of in the event of your passing. Here are the basic components of an estate plan: Will : A will is a legal document that outlines how you want your assets and property to be distributed after your death.

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Estate Planning Planning Healthcare Medical 95

Wealth Management

MAY 23, 2023

A lot of pressure to move quickly on potential acquisitions has subsided amid higher interest rates and more concerns about property values holding up.

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Investing Investments 103

Discipline Funds

MAY 23, 2023

It’s only May, but if I had to pick a chart of the year it would be housing stocks. In fact, housing as a whole has been remarkably resilient this year. If you’d told me that there would be a bank panic and 7% mortgage rates in May I would have predicted that the housing market was cratering. And sure, it hasn’t exactly been a raging bull market.

Economy 89

Economy Banking Sales Marketing 89

Wealth Management

MAY 23, 2023

The new tool uses Advyzon as its foundation and Lumiant will support the behavioral finance aspect.

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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!

Accounting

MainStreet Financial Planning

MAY 23, 2023

Even certified financial planners (CFP’s®) are not immune to making money mistakes! In this enlightening video, join Vida Jatulis, a highly experienced and knowledgeable CFP®, as she candidly discusses a personal money misstep she made regarding private school expenses. With her expertise and dedication to helping others achieve financial success, Vida’s story serves as a valuable reminder that even professionals in the field can stumble along the way.

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Certified Financial Planner CFP Financial Planner Financial Planning 83

Clever Girl Finance

MAY 23, 2023

When I first moved into my first apartment, I had a lot of reality checks. Some I was semi-aware of (why is furniture SO expensive anyway?) and others I wasn't, such as grocery shopping. And so based on my experience, I've gathered 25 of the cheapest meals from around the web, so you can not only dine in style, but you can slash that grocery budget too.

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Budgeting Food Sales Planning 73

Million Dollar Round Table (MDRT)

MAY 23, 2023

By Kathleen M. Rehl, Ph.D., CFP You risk losing recently widowed women as clients, as 70% of widows fire the couple’s advisor after their spouse dies. This impacts many of your clients who are couples since women are more likely to outlive their spouses. In fact, 70% of all married women will experience widowhood at least once during their lifetime.

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Clients CFP Financial Advisor Insurance 71

Wealth Management

MAY 23, 2023

Despite the initial drama, issues were resolved quickly and without court involvement.

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Creating a winning digital lending experience requires plenty of focus on the needs of customers and more. Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.

Communication

MarketWatch

MAY 23, 2023

Shares of Lowe’s Companies Inc. LOW dropped 1.0% in premarket trading Tuesday, after the home improvement retailer beat fiscal first-quarter profit and sales expectations but cut its full-year outlook, citing lower demand. Net income for the quarter to May 5 was $2.26 billion, or $3.77 a share, after income of $2.33 billion, or $3.51 a share, in the year-ago period.

Sales 75

Sales Retail Marketing Marketing 75

A Wealth of Common Sense

MAY 23, 2023

I think one of the reasons it’s so difficult for many people to work out regularly is that it can be an overwhelming experience if you’ve never done it before. The first step is often the hardest because no one teaches you how to work out. All of those machines and weights look daunting the first time to step foot in a gym. I was lucky on this front.

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MarketWatch

MAY 23, 2023

AutoZone Inc.’s stock AZO slid 3% premarket Tuesday, after the car parts retailer beat profit estimates for its fiscal third quarter but sales fell short after a weaker-than-expected March. Memphis, Tenn.-based AutoZone had net income of $648.7 million, or $34.12 a share, for the quarter to May 6, up from $592.6 million, or $29.03 a share, in the year-earlier period.

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