Abnormal Returns
DECEMBER 13, 2022
Quant The CFA Institute has fallen down on the job of advancing industry knowledge. (linkedin.com) A round-up of recent research on valuation including 'Valuation When Disaster Risks Increase at an Increasing Rate.' (capitalspectator.com) Hedging strategies Hedging strategies come in two different flavors: fast and slow. (aqr.com) Can trend following move the needle on a portfolio?
Mish Talk
DECEMBER 13, 2022
SBF Arrested Yesterday Indictment Unsealed Charges Against SBF Wire fraud Commodities and securities fraud Money laundering Campaign finance violations SEC Involved Formal Request for Extradition FTX is Unique No Record Keeping Whatsoever Please think about that for a second. Blockchain's big promise was record keeping. FTX kept no records, of anything.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
DECEMBER 13, 2022
My Two-for-Tuesday train reads: • The fall of FTX shocked everyone. Except this guy. The world of cryptocurrency is rich with eccentric characters and anonymous Twitter personalities. So perhaps it shouldn’t be a surprise that one of the early figures who called attention to the problems with Sam Bankman-Fried’s cryptocurrency exchange, FTX, is a 30-year-old Michigan psychiatrist who investigates financial crimes as a hobby. ( The Atlantic ). • You Bought a Hot Fund.
Abnormal Returns
DECEMBER 13, 2022
Strategy Jack Raines, "Wealth created through speculative means is rarely secured by rational actions." (youngmoney.co) Vishal Khandelwal, "The stock market is not a casino." (safalniveshak.com) FTX isn't the last big fraud investors will get taken by. (demystifyingmarkets.com) Companies SpaceX is said to be worth $140 billion. (news.yahoo.com) Amazon ($AMZN) is delaying the start date of recent college hires.
Advertisement
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.
The Reformed Broker
DECEMBER 13, 2022
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: ►CPI Reaction – Two months cooler than expected, first time in awhile. ►2023 Returns – Nearly 40% of Deutsche Bank survey respondents see a negative S&P return of more than 10% next year.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Reformed Broker
DECEMBER 13, 2022
Final Trades: DocuSign, DR Horton & Wynn from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
A Wealth of Common Sense
DECEMBER 13, 2022
Unless we get a Christmas miracle, the U.S. stock market is going to finish the year with double-digit losses. If this downturn holds, it would be the 12th time in the past 95 years this has happened. So it’s relatively rare but not completely out of the range of possibilities. There’s nothing special about calendar year returns. It’s not like market cycles die on December 31st and are born again each ye.
Pragmatic Capitalism
DECEMBER 13, 2022
Here are some things I think I am thinking about: Housing, housing, housing.
The Irrelevant Investor
DECEMBER 13, 2022
Today’s Animal Spirits is brought to you by KraneShares: See here to learn more about investing with KraneShares ETFs On today’s show we discuss: Novembers CPI print Carvana could run out of cash within months: analyst The Federal Reserve is deflating financial bubbles, without a crash Slowing growth edges out inflation as top concern Vanguard economic outlook for 2023: beating back inflation SBF secretly fu.
Advertisement
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
DECEMBER 13, 2022
Lenders tend to be cautious on such projects and most investors might be looking for returns that are higher than office building prices right now would support.
NAIFA Advisor Today
DECEMBER 13, 2022
Dennis Cuccinelli, LACP, an Independent Advisor from Paramus, NJ, has received NAIFA's inaugural Annual Membership Hard Hat Award. He was presented the award by current NAIFA President Lawrence Holzberg , LUTCF, LACP, and incoming 2023 President Bryon Holz , CLU, ChFC, LUTCF, CASL, LACP, November 14 in Washington, D.C., at NAIFA’s Belong awards celebration that was part of the National Leadership Conference.
Walkner Condon Financial Advisors
DECEMBER 13, 2022
Going back to work after nearly 11 years was an exciting and daunting prospect. For me, it was also a career change. I was diving into a new job in a new industry armed with a freshly completed Master’s degree and an infectious enthusiasm for my newly chosen profession. My kids – ages 11, 8, and 8 (yes that’s right, twins) – went back to school this fall, and I went back to work. .
Wealth Management
DECEMBER 13, 2022
The Street forecasts that equity REITs might see a better year in 2023. Sales of multifamily assets and development sites have been the most active of any property types in New York City recently, reports The Real Deal. These are among today’s must reads from around the commercial real estate industry.
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.
Integrity Financial Planning
DECEMBER 13, 2022
The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008. [1] In efforts to curb raging inflation, the US Federal Reserve has raised interest rates six times in 2022, reaching a target of 3.75% in November. [2] This rise in the cost of borrowing not only affects inflation but trickles into the decisions you make before and in retirement.
Wealth Management
DECEMBER 13, 2022
Managers of debt-heavy IBDs backed by LBO private equity will need all the skills they can muster to thread the needle of falling revenues and desired growth. Exit strategies may have to wait.
Advisor Perspectives
DECEMBER 13, 2022
One of the most emotional topics I discuss with advisors – male or female – is about appropriate dress. This was evident in a recent conversation with an advisor who tried to look “cool.
Wealth Management
DECEMBER 13, 2022
Advisors and financial services execs discuss leadership through crisis and the importance of mental health in this profession during the 2022 MarketCounsel Summit.
Advertisement
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.
Good Financial Cents
DECEMBER 13, 2022
If you have $15,000 stashed away, you’ll want to put that money to work. If you don’t, inflation can quickly eat away at your nest egg. Plus, the current rise in interest rates has made it worthwhile to have some money in savings accounts again. But where should you invest your $15,000? That depends on when you’ll need the money, whether you want it to grow for a few years, a few decades, or longer.
Wealth Management
DECEMBER 13, 2022
As younger investors grow more interested in socially responsible investing, these are the product innovations and approaches that are driving successful sustainable investing strategies.
Million Dollar Round Table (MDRT)
DECEMBER 13, 2022
By Jaslyn Ng One of the most frequently asked questions I get is about how I manage my time due to my three roles as an agency leader, Court of the Table member and a mother. For me, it’s about three time management principles I strictly adhere to. These are. 1. Efficiency vs. effectiveness. Efficiency and effectiveness are not the same thing. Efficiency is the ability to accomplish something with the least amount of wasted time, money and effort for competency in performance.
Wealth Management
DECEMBER 13, 2022
IREM members are congregating again, building on the commonalities that form an industry culture as they renew old relationships and forge new ones.
Advertisement
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!
Advisor Perspectives
DECEMBER 13, 2022
As of December 12, the price of Regular and Premium were down 15 cents each from the previous week. According to GasBuddy.com, Hawaii has the highest average price for Regular at $5.10 and Oklahoma has the cheapest at $2.63. The WTIC end-of-day spot price closed at 73.17 and is down 4.9% from last week.
Wealth Management
DECEMBER 13, 2022
This is the first large win for Financial Resources Group since LPL announced plans to buy the branch office in November.
Advisor Perspectives
DECEMBER 13, 2022
The Bureau of Labor Statistics released the November Consumer Price Index data last week. The year-over-year non-seasonally adjusted Headline CPI came in at 7.11%, down from 7.75% the previous month. Year-over-year Core CPI (ex Food and Energy) came in at 5.96%, down from 6.28% the previous month.
Wealth Management
DECEMBER 13, 2022
Excerpts from the SEC's 28-page filing claiming that the FTX co-founder engaged in a scheme to deceive investors.
Advertisement
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 13, 2022
The U.S. Superbubble, as Jeremy Grantham has termed it, featured the most dangerous mix of factors in modern times at the end of last year: all three major asset classes – housing, stocks, and bonds – were critically historically overvalued.
Calculated Risk
DECEMBER 13, 2022
From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) rose 0.1 percent in November on a seasonally adjusted basis, after increasing 0.4 percent in October, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 7.1 percent before seasonal adjustment. The index for shelter was by far the largest contributor to the monthly all items increase , more than offsetting decreases in energy indexes.
Advisor Perspectives
DECEMBER 13, 2022
Here is a structure for the first meeting to make prospects feel understood.
Expert insights. Personalized for you.
222 
Let's personalize your content