Abnormal Returns
DECEMBER 28, 2022
Personal finance Nobody knows what is going to happen in the stock market next year. (awealthofcommonsense.com) Three ways to simplify your portfolio in 2023. (morningstar.com) Some common personal finance misunderstandings including 'Extending your tax return filing doesn’t extend your ability to pay.' (flowfp.com) The more you know about money, the less you need to think about it.
Carson Wealth
DECEMBER 28, 2022
Kevin Oleszewski , CFP ® , MST, EA, Senior Wealth Planner . As you’re setting your new year’s goals, one that should top everyone’s list is increasing your savings. After all, we’ve recently seen inflation at work, reminding us that even everyday essentials can bust budgets if we’re not adequately prepared for the jolt. .
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Abnormal Returns
DECEMBER 28, 2022
Lists 9 surprising things that happened in 2022 including 'The Federal Reserve opening pushed for the stock market to fall.' (awealthofcommonsense.com) 4 mistakes from 2022 including the idea of more funds equaling more diversification. (morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.' (safalniveshak.com) 11 ideas that stuck from 2022 including the 'power of quitting.
Meb Faber Research
DECEMBER 28, 2022
Episode #461: Top Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan Run-Time: 5:33 Summary: We’re sharing our 5 most popular episodes from 2022. We know it’s hard to listen to every episode, so we have the most downloaded episodes for you right here! If […]. The post Episode #461: Top Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan appe
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.
Wealth Management
DECEMBER 28, 2022
The strains in the credit market are largely linked to aggressive rate increases by the Federal Reserve and central banks around the world.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
DECEMBER 28, 2022
From the NAR: Pending Home Sales Slid 4.0% in November P ending home sales slid for the sixth consecutive month in November , according to the National Association of REALTORS®. All four U.S. regions recorded month-over-month decreases, and all four regions saw year-over-year declines in transactions. "Pending home sales recorded the second-lowest monthly reading in 20 years as interest rates, which climbed at one of the fastest paces on record this year, drastically cut into the number of contr
Advisor Perspectives
DECEMBER 28, 2022
Five out of the twelve Federal Reserve Regional Districts currently publish monthly data on regional manufacturing: Dallas, Kansas City, New York, Richmond, and Philadelphia. The latest average of the five for December is -11.2, down from the previous month.
Trade Brains
DECEMBER 28, 2022
Fundamental Analysis of Polyplex Corporation: Investors look for diversification in their portfolios to hedge risk. This transcends to product lines, geography, and customers of the stocks. Polyplex is one such well-diversified stock with multiple products spanning various segments. It has a presence in 75 countries with manufacturing plants in 7 countries.
Advisor Perspectives
DECEMBER 28, 2022
The National Association of Realtors released the November data for their Pending Home Sales Index. According to the National Association of Realtors®, " Pending home sales slid for the sixth consecutive month in November.
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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.
Validea
DECEMBER 28, 2022
By Jack Forehand, CFA, CFP® ( @practicalquant ) —. You are witnessing the rise of the next great market forecaster. I may not have the Ivy League pedigree. I may not have cut my teeth at Goldman Sachs or Bain Consulting, But I think we can all agree that the results show I have that special quality that allows me to start off every new year by telling you where the market and the economy will be headed.
Advisor Perspectives
DECEMBER 28, 2022
Rather quietly, a new age of atomic energy may be approaching. Splitting atoms may not be as exciting as fusing them, or as modish as wind and solar projects.
Discipline Funds
DECEMBER 28, 2022
Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free. Sorry!!) Our New YouTube Channel (Three Minute Macro) is also a good resource here for continual updates.
Integrity Financial Planning
DECEMBER 28, 2022
You may have heard of a donor-advised fund, but is that really what you should have as a part of your financial plan? Brian talks about another option you might want to know about: charitable trusts. He shares more about the different types of charitable trusts and why you might want to consider them. Then, he plays “fact or fiction” about these financial ideas and decisions.
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.
Advisor Perspectives
DECEMBER 28, 2022
My guest today is from Ionic Capital Management LLC, a $3.8 billion New York-based alternative asset manager. Ionic uses long volatility, relative value arbitrage, inflation protection, and value equity investment strategies on behalf of private and regulated investment funds. Since its inception in 2006, Ionic has been managing proprietary strategies and customized solutions.
Calculated Risk
DECEMBER 28, 2022
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in November A brief excerpt: The big story for November existing home sales was the sharp year-over-year (YoY) decline in sales. Another key story was that new listings were down further YoY in November as many potential sellers are locked into their current home (low mortgage rate).
Advisor Perspectives
DECEMBER 28, 2022
As of December 26, the price of Regular and Premium were down 3 and 4 cents each, respectively, from the previous week. According to GasBuddy.com, Hawaii has the highest average price for Regular at $4.99 and Texas has the cheapest at $2.65. The WTIC end-of-day spot price closed at 79.53 and is up 5.5% from last week.
David Nelson
DECEMBER 28, 2022
David joins Fox Business anchor Cheryl Casone to discuss the look ahead to next year.
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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.
Advisor Perspectives
DECEMBER 28, 2022
Fifth District manufacturing increased in December, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index is at 1 in December, up 10 from November.
The Big Picture
DECEMBER 28, 2022
. The transcript from this week’s, MiB: Charlie Ellis on Vanguard’s Rules of Investing is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
Advisor Perspectives
DECEMBER 28, 2022
India’s $50 billion fintech industry will face hurdles in the form of tougher regulatory scrutiny and tighter liquidity leading to higher cost of capital for some companies next year, Rakesh Pozhath, partner at consulting firm Bain & Company, said.
Nerd's Eye View
DECEMBER 28, 2022
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. And nearly 3 years to the day after its predecessor was passed, the U.S.
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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 28, 2022
Even the worst year ever for Tesla Inc. shares hasn’t shaken individual investors’ faith in the electric-vehicle maker and its billionaire chief executive officer, Elon Musk.
Nerd's Eye View
DECEMBER 28, 2022
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. And nearly 3 years to the day after its predecessor was passed, the U.S.
Advisor Perspectives
DECEMBER 28, 2022
Crypto is squarely in the cross hairs of Washington regulators, with fresh calls for stricter controls before the industry can get big enough to affect the broader financial system.
Calculated Risk
DECEMBER 28, 2022
Here is a review of the Ten Economic Questions for 2022 Below are my ten questions for 2023 (I've been doing this every year for over a decade!). These are just questions; I'll follow up with some thoughts on each of these questions. The purpose of these questions is to provide a framework to think about how the U.S. economy will perform in 2023, and if there are surprises - like in 2020 - to adjust my thinking. 1) Economic growth: Economic growth was probably under 1% in 2022 as the economy slo
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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 28, 2022
The asset management arm of BNP Paribas SA said using a different interpretation of “sustainable investment” than some of its peers has allowed it to keep the European Union’s top ESG tag attached to about $20 billion worth of funds.
Good Financial Cents
DECEMBER 28, 2022
Opening a Roth IRA can be a smart move if you want to invest for retirement and save money on taxes later in life. However, there are strict rules when it comes to how much you can contribute to your Roth IRA. Contributions to a Roth IRA are made with after-tax dollars, which means your money can grow tax-free. When you’re ready to take distributions from your Roth IRA in retirement (or after age 59 ½), you won’t pay income taxes on your distributions, either.
Advisor Perspectives
DECEMBER 28, 2022
U.S. stocks continue to oscillate around the unchanged mark.
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