The Reformed Broker
JANUARY 18, 2023
FUTURE PROOF FESTIVAL 2023 TICKET REGISTRATION IS NOW OPEN Join us September 10th-13th in Huntington Beach, CA! It’ll be the lowest rate you’ll ever pay to attend. Prices jump in 2 weeks. Use the link down below to register now. See you there[link] pic.twitter.com/BTO0RNivhJ — The Compound (@TheCompoundNews) January 18, 2023 Last September we threw the biggest wealth management festival (and proba.
Abnormal Returns
JANUARY 18, 2023
Podcasts Dr. Jim Dahle talks with Ben Carlson about a broad range of topics from inflation to cryptocurrency to how to pick an asset allocation and stick to it. (whitecoatinvestor.com) Dan Harris talks with Spencer Sherman is the founding CEO of Abacus, a values-driven financial firm. (tenpercent.com) Investing The stock market looks different depending on your time horizon.
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The Reformed Broker
JANUARY 18, 2023
Netflix is one of the biggest bouncers in the entire market, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
Nerd's Eye View
JANUARY 18, 2023
Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market. However, less well-known is the related but distinct asset class of private debt, which, like private equity, focuses on opportunities outside of what is traded on the public market but deploys its capital in the
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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.
Abnormal Returns
JANUARY 18, 2023
Markets How do muni bonds stack up going into 2023? (marketwatch.com) In a calendar year, stocks can rise while earnings fall. (tker.co) Commodities Why orange juice prices are soaring. (wsj.com) The periodic table of commodity returns for 2022. (visualcapitalist.com) Strategy A quick reminder that a covered call position is equivalent to being short a put.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
JANUARY 18, 2023
A ray of light has been shining through the dark clouds of inflation. And with that, stocks have come back to life. The median stock in the Russell 3000 is up 33% from its 52-week low, with energy and healthcare leading the way. The binariness of “bull” or “bear” markets can get tiresome at times, I know, so forgive me when I ask, is this a new bull market or yet another bear market rally?
Calculated Risk
JANUARY 18, 2023
From the Fed: Industrial Production and Capacity Utilization Industrial production decreased 0.7 percent in December and 1.7 percent at an annual rate in the fourth quarter. In December, manufacturing output fell 1.3 percent amid widespread declines across the sector. The index for utilities jumped 3.8 percent, as cold temperatures boosted the demand for heating, while the index for mining moved down 0.9 percent.
Wealth Management
JANUARY 18, 2023
New research by Archer.re and its partners promotes the strategy of having individual portfolios for each property type within each city to allow investors to make independent real estate investment decisions.
Meb Faber Research
JANUARY 18, 2023
Episode #462: Porter Stansberry on a Possible Recession, Opportunities in Distressed Debt, & The Bull Case for Energy Stocks Guest: Porter Stansberry is a leading financial writer and the founder of MarketWise, a publicly traded, million-subscriber, multi-brand, financial publishing platform. In December 2020, Porter retired as MarketWise’s Chairman of the Board.
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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.
Wealth Management
JANUARY 18, 2023
Rent-to-own startups are facing headwinds in the current market, reports Commercial Observer. European investors are cutting allocations to real estate according to the latest INREV survey. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
JANUARY 18, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM: The initial weekly unemployment claims report will be released. The consensus is for 212 thousand initial claims, up from 205 thousand last week. • At 8:30 AM: Housing Starts for December. The consensus is for 1.358 million SAAR, down from 1.427 million SAAR. • At 8:30 AM: the Philly Fed manufacturing survey for January.
Wealth Management
JANUARY 18, 2023
For IBD advisors who don’t choose the retirement route, many say they’ll focus on their own RIA business, if they’re reclassified by the DOL as employees, according to a new survey commissioned by FSI.
Calculated Risk
JANUARY 18, 2023
On a monthly basis, retail sales were down 1.1% from November to December (seasonally adjusted), and sales were up 6.0 percent from December 2021. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for December 2022, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $677.1 billion, down 1.1 percent from the previous month , but up 6.0 percent above December 2021. emphasis added Click on graph for larger
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.
Wealth Management
JANUARY 18, 2023
The sector continues to be viewed favorably in the marketplace. But potential returns are lower, leading to a reassessment by debt and equity investors.
Tobias Financial
JANUARY 18, 2023
Our vision is to inspire, educate, and prepare our clients so they can live the lives they want. With this in mind, our team members are always committed to developing their skills and education to help our clients achieve their financial goals. Tobias Financial Advisors is proud that our team members constantly strive to grow and expand their knowledge.
Trade Brains
JANUARY 18, 2023
Best Tips for Long-Term Investing : The stock market is filled with uncertainty, however, certain tried and tested principles can help investors to boost their chances for long-term success. Long-term investing is a strategy where investors hold on to their investments for a long period of time, usually five years or more. It comes with benefits like compounding, tax advantages, and cost savings.
Nationwide Financial
JANUARY 18, 2023
Highlights from the Monthly Review for January 2023: The U.S. economy is in the late cycle period with the Fed responding to rapid inflation with a sharp tightening of financial conditions to slow domestic demand. Key leading indicators (including the yield curve) point to elevated recession risks over the next year, especially with the Fed projected to raise rates further in coming months.
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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.
Wealth Management
JANUARY 18, 2023
Former Snappy Kraken exec Diana Cabrices debuts her new outsourced chief evangelist offering, aimed at wealthtech companies, this week.
Calculated Risk
JANUARY 18, 2023
Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Cleveland based on information collected on or before January 9, 2023." Overall economic activity was relatively unchanged since the previous report. Five Districts reported slight or modest increases in overall activity, six noted no change or slight declines, and one cited a significant decline.
Wealth Management
JANUARY 18, 2023
The 50,000 square-foot office space in midtown Manhattan will house six RIA acquisitions that are now part of CI's private wealth business.
Good Financial Cents
JANUARY 18, 2023
The life insurance industry offers some of the country’s top careers and highest-paying jobs. From agents to underwriters, plenty of career paths can lead you to a lucrative position in the life insurance field. With more than 2.8 million people currently employed in life insurance roles across the United States in 5,929 insurance companies, it’s clear that this is a great place to start your search for a high-paying job.
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Did you know automating your month-end close can save up to 40% of the time typically spent on manual reconciliations? CFOs and controllers are leveraging SkyStem's workflow management and reconciliation tool to eliminate costly mistakes, ditch manual reconciliations and close faster. Want to know how they do it? Download our Quick Start Guide to a Crystal Clear Close!
Wealth Management
JANUARY 18, 2023
Now is an opportunity to grow your practice and prepare it for future success.
Advisor Perspectives
JANUARY 18, 2023
Some of the biggest investors in US commercial real estate are looking to cash in before property values slide further.
Wealth Management
JANUARY 18, 2023
The majority of her inheritance already has been squandered.
A Wealth of Common Sense
JANUARY 18, 2023
Today’s Animal Spirits is brought to you by American Century Investments: See here for more information on American Centuries Short Duration Strategic Income ETF On today’s show, we discuss: BlackRock vs. Goldman in the fight over 60/40 2023 was a record year for US dividends Neil Dutta and Conor Sen on the chances of a US soft landing New York manufacturing activity plunges to lowest since May 2020 Egg prices hav.
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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
JANUARY 18, 2023
Portfolio Manager Michael Oh, CFA, reviews what he seeks out in innovative companies and why he thinks Asia may be in the early innings of innovation in more than technology.
Wealth Management
JANUARY 18, 2023
What are the possible repercussions for the non-profit organization?
Validea
JANUARY 18, 2023
As a factor investor, there are a handful of people I have always wanted to interview for our podcast. We have been lucky to have been able to interview two of them in the past couple of months. Andy Berkin and Larry Swedroe are co-authors of probably the best book I have ever read on factor investing, “ Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today.
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