The Reformed Broker
JULY 4, 2023
You know Hancock and Washington and Franklin and Jefferson. You might even know Greene and Knox, Henry and Hale. And we know you know Hamilton, pretty tough to escape that one these days! But it is very unlikely that you know the name Haym Solomon. This is unfortunate, because he’s the guy who arranged financing to keep the Continental Army alive during its darkest days, finding the money to keep the revolution goin.
The Big Picture
JULY 4, 2023
My July 4th morning reads: • American States Once Awash In Cash See Their Fortunes Suddenly Reversed : California, New York lead declines in revenue so far this year Texas, Florida coffers keep growing amid population influx. ( Bloomberg ) • The Localist: Why did Chicago become the headquarters of free market fundamentalism? Adam Smith offers a clue why the Scottish philosopher became an icon of American Capitalism. ( Boston Review ) • Suddenly, It Looks Like We’re in a Golden Age for Medicine :
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Nerd's Eye View
JULY 4, 2023
Welcome back to the 340th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Melissa Joy. Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. What's unique about Melissa, though, is how she originally built her career following a path of becoming a partner in a large ensemble firm, but when she finally got the opportunity to make partner sh
Calculated Risk
JULY 4, 2023
NOTE: The MBA Mortgage Applications Index will be released on Thursday this week due to the holiday. Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios.
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A Wealth of Common Sense
JULY 4, 2023
Last year I was pounding the table on The Bear (Hulu/FX) as one of my new favorite shows. I liked it so much I didn’t really know how a second season would go. I finished season 2 this week and it’s not hyperbole to say it was one of my favorite seasons of any TV show I’ve ever watched. It blew me away how good it was. It reminded me I actually wrote a post last year using one of my favorite scenes with.
The Irrelevant Investor
JULY 4, 2023
Today’s Animal Spirits is brought to you by Future Proof: See here for more information on the Future Proof Fintech Demo. On today’s show, we discuss: Are Social Media Influencers Out Influencing Financial Advisors? Why Economies Haven’t Slowed More Since Central Banks Hit the Brakes Home prices increase again in April, signaling a recovery Financial storm bears down on US commercial real estate Film and TV Profit.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
FMG
JULY 4, 2023
We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. Top Marketing Trends for Financial Advisors in 2023 via Advisorpedia In any industry, if you want to stay ahead of the curve, then it’s important that you’re keeping up with trends. And that goes for financial marketing, as well!
Trade Brains
JULY 4, 2023
Mukesh Ambani Properties : Mr. Mukesh Ambani, also known as the Indian business ‘mogul’, is the Chairman and Managing Director of Reliance Industries Limited (RIL), a prominent energy company that is, now, the most valued company in India. He is the richest person in India as well as in Asia. Apart from running a successful business house, he owns various luxurious properties within and outside India.
Random Roger's Retirement Planning
JULY 4, 2023
This seems like an appropriate conversation for July 4th. If you understand what you really value in life, we could say your own definition of what constitutes freedom, then every other aspect of life becomes easier. Quoting our friend Bill from here in Walker, "you can figure it out now or you can figure it out later but if you can figure it out now, you'll be much happier.
The Big Picture
JULY 4, 2023
The transcript from this week’s, MiB: Ilana Weinstein Discusses the Hedge Fund War for Talent , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Ilana Weinstein on the War for Talent at Hedge Funds (Podcast) ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
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.
Abnormal Returns
JULY 4, 2023
Harry Markowitz Sonu Varghese, "This risk-return framework is widely used for portfolio construction, and we can thank Markowitz for that." (carsongroup.com) Cullen Roche, "He [Markowitz] was more computer programmer than financial theorist." (disciplinefunds.com) John Rekenthaler, "It’s no exaggeration to state that Markowitz did more than advance a theory of portfolio construction.
Trade Brains
JULY 4, 2023
Best Discount Brokers in India 2023 (Updated): With the rise of Zerodha, the first discount broker which was founded in 2010, the Indian broking industry saw a massive disruption. As these discount brokers were offering a cheaper brokerage plan, they were able to attract a lot of customers compared to the expensive traditional bank brokers. After this disruption, many of the existing older brokers and firms started copying the concept and offering similar cheaper plans.
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