The Big Picture

DECEMBER 23, 2023

This week, we speak with Stephen Suttmeier , director and chief equity technical strategist at B of A Merrill Lynch. His Monthly Chart Portfolio of Global Markets and Market Analysis Commentary are both widely read among professional traders. He has been highly ranked in Institutional Investors’ Research Poll and was the winner of the Best Bank for Equity Research category in the Technical Analyst Awards.

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Retail Banking Financial Market Sales 189

The Irrelevant Investor

DECEMBER 23, 2023

Articles It felt like my momentum hit a wall in 2023. (By Packy McCormick) This is the story of an investment I never made. (By Marc Rubinstein, paid) It seems some people are in the we-go-back-to-2019 camp (By Allison Schrager) Even Goldman Sachs, which boasts one of the most seasoned and sophisticated research departments on Wall Street, is having trouble figuring out what’s next for the market.

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The Big Picture

DECEMBER 23, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • The 2024 research dump! A comprehensive round-up of all the 2024 investment outlook reports ( Financial Times ) • Christmas Didn’t Start Out as a Shop Fest. Here’s How It Became One. the holiday season accounts for nearly a fifth of U.S. annual retail sales, and more for sellers of clothes, toys, and other prime gift items.

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Darrow Wealth Management

DECEMBER 23, 2023

It’s hard to come up with good gift ideas, especially over the holidays if you have a lot of people to shop for. Unfortunately, giving money is often viewed less favorably compared to tangible gifts. It’s time to change that. These days, many children, adults, and grandparents don’t really need more stuff. And with a little creativity, it’s possible to give a financial gift that will make a lasting impression for the recipient.

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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.

Accounting

Random Roger's Retirement Planning

DECEMBER 23, 2023

After having fun the other day with building a 75/50 portfolio with just two or three funds, I wanted to start this post a little more practically with portfolio construction and the importance of diversifying your diversifiers. My thought on why this is important is very simple. No diversifier should be expected to work all of the time, during every market calamity.

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Advisor Perspectives

DECEMBER 23, 2023

A small cadre of Wall Street economists who’ve been surprised by the economy’s resilience in 2023 are doubling down on expecting pain for American households and businesses in the new year.

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Economics Economy 52

International College of Financial Planning

DECEMBER 23, 2023

A financial advisor is a pivotal figure in the realm of investments and financial decision-making. These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments. Their compensation often comes from (1) commissions on transactions based on advice provided or (2) fees for financial plan construction.

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Advisor Perspectives

DECEMBER 23, 2023

Cevian Capital AB’s $1.3 billion bet on UBS Group AG is unusual in more ways than one. The Stockholm-based investment firm is typically a quiet activist, working behind the scenes to steer management thinking. This time it’s being very public about what looks like a straightforward value play.

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Abnormal Returns

DECEMBER 23, 2023

Autos Automakers are struggling to meet their fuel efficiency targets. (theverge.com) Why the rollout of a national EV charging system has been so slow. (nytimes.com) Trucks and SUVs keep getting bigger. Pedestrians are paying the price. (slate.com) How the costs of car ownership have increased. (visualcapitalist.com) Some of the best cars of 2023 including the new Toyota ($TM) Prius.

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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.

Banking

Advisor Perspectives

DECEMBER 23, 2023

As European inflation rates converge with targets, markets expect rate cuts. But central banks are set on a decisive victory over inflation.

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Banking Marketing Marketing 52

Calculated Risk

DECEMBER 23, 2023

At the Calculated Risk Real Estate Newsletter this week: • New Home Sales decrease to 590,000 Annual Rate in November • NAR: Existing-Home Sales Increased to 3.82 million SAAR in November • Single Family Starts Increase Sharply in November, Near Record Number of Multi-Family Housing Units Under Construction • Final Look at Local Housing Markets in November • Early Read on Existing Home Sales in November • 4th Look at Local Housing Markets in November This is usually published 4 to 6 times a week

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Sales Numbers Marketing Marketing 58

Advisor Perspectives

DECEMBER 23, 2023

Will Beijing take the necessary steps to restore confidence in its economic policies? Sinology explores.

Economics 52

Economics 52

Advisor Perspectives

DECEMBER 23, 2023

The holiday season is often the busiest time of year for any profession, and for advisors it is no different. Business demands, family obligations, and heavy social calendars can make for an overwhelming time.

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Financial Advisor 52

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.

Financial Advice

Advisor Perspectives

DECEMBER 23, 2023

Markets had been living through an era of slow burn, low interest rate-boosted index funds for years until rapid rate hikes in 2022 and 2023.

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Economy Investing Investments Marketing 59

Advisor Perspectives

DECEMBER 23, 2023

There are material short- and long-term implications for hydrocarbon markets following the COP28 meeting in Dubai, including tailwinds to oil.

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Marketing Marketing 40