The Big Picture
DECEMBER 21, 2022
Ritholtz Wealth Management Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, discusses the Fed’s rate hikes and market reaction. Powell Should Declare Victory: Ritholtz. Source: Bloomberg , December 20th, 2022. The post Powell Should Declare Victory & Go Home appeared first on The Big Picture.
Abnormal Returns
DECEMBER 21, 2022
Markets Four things that mattered for portfolios in 2022. (morningstar.com) Gasoline prices are ending 2022 below where they were a year ago. (compoundadvisors.com) Media stocks have had a miserable year. (on.ft.com) Companies Whatever the explanation, Tesla ($TSLA) shorts have cashed in this year. (wsj.com) Amazon's ($AMZN) Fresh store push has stalled out.
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The Reformed Broker
DECEMBER 21, 2022
Investors should be positioning on expectations, not shocking news, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
Pragmatic Capitalism
DECEMBER 21, 2022
By the age of 30 I was financially independent. My business was self sustaining, I enjoyed my work immensely and no one could tell me what to do.
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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.
Wealth Management
DECEMBER 21, 2022
With property fundamentals in their best shape in quite some time and attractive cap rates, some investors are looking to put their money into shopping and power centers.
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Calculated Risk
DECEMBER 21, 2022
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 4.09 million SAAR in November Excerpt: On prices, the NAR reported : The median existing-home price for all housing types in November was $370,700, an increase of 3.5% from November 2021 ($358,200), as prices rose in all regions. This marks 129 consecutive months of year-over-year increases, the longest-running streak on record.
Wealth Management
DECEMBER 21, 2022
Farmland prices in the Midwest, the nation’s breadbasket, jumped 20 percent just in the third quarter from a year earlier—bucking a downturn in the residential real estate market, according to data from the Federal Reserve Bank of Chicago and the National Association of Realtors. That was the 11th consecutive quarter of gains, the longest streak since 2014.
Calculated Risk
DECEMBER 21, 2022
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for 225 thousand initial claims, up from 211 thousand last week. • Also at 8:30 AM, Gross Domestic Product, 3rd quarter 2022 (Third estimate). The consensus is for real GDP at 2.9% annualized, unchanged from the second estimate of 2.9%. • Also at 8:30 AM, Chicago Fed National Activity Index for November.
Wealth Management
DECEMBER 21, 2022
The Savant Wealth Management CEO details the firm's growth strategy and its objective to extend advice to millions of new investors.
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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.
Clever Girl Finance
DECEMBER 21, 2022
Weddings are these magical things that can turn dreams into reality. We dream of having our " Best Day Ever." However, this dream can have a hefty price tag, as the average wedding cost shows. You may be wondering, how much does it cost to get married? The average wedding price is about $27,000. For most of us, that's a lot of money! But don't worry, it's possible to have a fantastic wedding on a budget , too.
Wealth Management
DECEMBER 21, 2022
Research shows short sellers are informed market participants, and stocks with the highest lending fees for short sellers still earn abnormally low returns.
eMoney Advisor
DECEMBER 21, 2022
Goal-based financial planning entails setting and achieving individual financial goals based on a client’s aspirations, assets, and savings. Whereas cash flow-based financial planning involves a precise approach to meeting goals based on the money flowing into and out of a household every month. Goal-based planning is a good option when you don’t have all the client’s financial details, but they’re asking for help reaching specific individual goals, such as setting a bud
Wealth Management
DECEMBER 21, 2022
By listening to these new voices, we’re reversing the tables on mentorship, making it a two-way street, and learning from our youth.
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.
Calculated Risk
DECEMBER 21, 2022
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey — Mortgage applications increased 0.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending December 16, 2022. The Refinance Index increased 6 percent from the previous week and was 85 percent lower than the same week one year ago.
Wealth Management
DECEMBER 21, 2022
Lisa Crafford details the best practices to hire young talent as well as train existing employees for future leadership.
Advisor Perspectives
DECEMBER 21, 2022
Capital represents the resources and labor used to produce goods and services.
Wealth Management
DECEMBER 21, 2022
Most firms believe the M&A market will cool in the coming year, but have high expectations for their own growth.
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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.
Validea
DECEMBER 21, 2022
By Jack Forehand, CFA, CFP® ( @practicalquant ) —. 2022 has been a challenging year for investors. Although the S&P 500’s decline is in line with a typical shallower bear market, the losses on a combined stock and bond portfolio rival some of the largest in history. And the losses in growth stocks have also been much greater than the market as a whole, with many down 70%+ for the year.
Wealth Management
DECEMBER 21, 2022
There are some signs of relief that may set up savers for higher future returns, particularly in the bond market.
Calculated Risk
DECEMBER 21, 2022
Earlier, in the CalculatedRisk Real Estate Newsletter on Existing-Home Sales for November , I mentioned that the median price was down more than normal seasonally. Here is a table of the seasonal pattern over the last several years. Seasonally prices typically peak in June (closed sales for contracts signed mostly in April and May). And seasonally prices bottom in January (contracts signed in November and December).
Wealth Management
DECEMBER 21, 2022
From intro to announcement, the transition to Kestra’s RIA acquirer was surprisingly easy, firm leaders said.
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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!
Advisor Perspectives
DECEMBER 21, 2022
Certain events change the course of history, or at least the trajectory of the global economy. To name a few: the Black Death, the invention of the steam engine and World War II, and now the scourge of Covid-19.
Wealth Management
DECEMBER 21, 2022
Regulators have had a busy year chasing after financial scammers — and there’s a lot more work to do.
Advisor Perspectives
DECEMBER 21, 2022
Wall Street’s stock market soothsayers weren’t entirely wrong about 2022. In fact, S&P 500 Index earnings are on pace to match the consensus forecasts that analysts submitted about a year ago. Stock prices, however, are another story.
Wealth Management
DECEMBER 21, 2022
The negotiations with Cineworld’s lenders are no longer continuing, AMC said in a US Securities and Exchange Commission filing Wednesday. There’s no assurance that AMC will resume the talks or that the parties could come to terms, the Leawood, Kansas-based company said.
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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.
Advisor Perspectives
DECEMBER 21, 2022
Investors have bid farewell to FOMO and are bracing for even more impact after a year in which profitless tech firms, special purpose acquisition companies and anything crypto-related went into a tailspin.
Wealth Management
DECEMBER 21, 2022
The CEO of Amplify ETFs and founder of Magoon Capital discusses where the ETF market is moving.
Advisor Perspectives
DECEMBER 21, 2022
For a century, the world’s oceangoing fleet has been powered by crude. The 50,000 ships plowing the high seas consume more than five million barrels every day, not much less than all the aircraft in the sky.
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