The Big Picture
JANUARY 16, 2023
Visual Capitalist : How much money is a brand truly worth? For some companies, a brand is something that helps slightly boost customer engagement and sales. But for others, including some of the largest companies in the world, a strong brand is one of their most valuable assets. The post Most Valuable Brands, 2000–2022 appeared first on The Big Picture.
Abnormal Returns
JANUARY 16, 2023
Podcasts Daniel Crosby talks with Lauire Lantos about why we take our autonomic nervous system for granted. (standarddeviationspod.com) Michael Kitces talks with Lisa Brown who is a Partner and Wealth Advisor for CI Brightworth about finding your ideal clients. (kitces.com) 401(k) Blackrock ($BLK) has purchased a stake in 401(k) provider Human Interest Inc.
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The Big Picture
JANUARY 16, 2023
Happy MLK day ! Markets are closed, but the flow never stops. Contextualize the news with our 3-day weekend reads: • The Disappearance of the Hit-Driven Business Model : As the industry changes, where do creative producers fit in? How do we make a living and provide services for the subscriber-driven companies? How do we get paid a sustainable salary, while also having healthcare and supporting the overhead of our work, which often comes out of our own pocket?
Calculated Risk
JANUARY 16, 2023
Today, in the Calculated Risk Real Estate Newsletter: The Housing Bubble and Mortgage Debt as a Percent of GDP A brief excerpt: In a 2005 post , I included a graph of household mortgage debt as a percent of GDP. Several readers asked if I could update the graph. First, from February 2005 (18 years ago!): The following chart shows household mortgage debt as a % of GDP.
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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.
Clever Girl Finance
JANUARY 16, 2023
Just because you’re on a budget doesn’t mean that you can’t pamper yourself. In fact, I’d argue that self-care is one line item that should remain in your budget as you work to improve your finances. The importance of self-care —taking care of your physical and mental health—can’t be underestimated. The truth is that you don’t have to spend a lot of money to give yourself a little TLC.
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Wealth Management
JANUARY 16, 2023
REITs and vertically-integrated funds are among the most active buyers of medical office as they are less affected by the higher cost of capital.
Good Financial Cents
JANUARY 16, 2023
We all witnessed the stock market’s volatility in 2022, as soaring inflation led to aggressive rate hikes over the course of the year. Many stocks plummeted, with investors selling off their shares due to concerns about a possible recession. If you’re tired of watching your stock investments drop in value and are looking for a way to diversify, you may want to consider alternative investments.
Calculated Risk
JANUARY 16, 2023
Weekend: • Schedule for Week of January 15, 2023 Tuesday: • 8:30 AM: The New York Fed Empire State manufacturing survey for January. The consensus is for a reading of -8.7, up from -11.2. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are mostly unchanged (fair value). Oil prices were up over the last week with WTI futures at $78.85 per barrel and Brent at $84.06 per barrel.
A Wealth of Common Sense
JANUARY 16, 2023
On today’s show, we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck See here for more information and FAQs on the Fallen Angel ETF On today’s show, we discuss: How the fallen angel idea came about How the risk of default calculations work What happens to a bond when it transitions from investment grade to high yield and vice versa High yield vs the S&P 500 Rising stars v.
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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.
Steve Sanduski
JANUARY 16, 2023
There is truth in the old saying, “What gets measured gets done.” But I’m going to ask you to change how you “measure.”. Rather than setting SMART goals , I challenge you to make “commitments.”. A commitment is a looser but more emotionally engaged form of a goal. For example, you would not set a goal to love and cherish your spouse. Where is the romance in that?
XY Planning Network
JANUARY 16, 2023
4 MIN READ. New year, new firm? Whether you’re changing firms or starting your own, there are many things to consider and do. If notifying or bringing your clients with you is on your checklist, add this task first: C heck employment contract. When advisors start a new job with a broker-dealer or RIA, likely the last thing they’re concerned about is leaving it—or reading the fine print on their employment agreement regarding terms they may be bound by if they depart.
Getting Your Financial Ducks In A Row
JANUARY 16, 2023
Photo credit: jb. If you have received a result from an IRS examination that requires an adjustment to your tax liability and you don’t agree with the result, you have certain rights to appeal – your opportunity to state your case and perhaps get an overturn of the result of your examination. (It’s always possible!). Facts About Your Appeal Rights.
Leading Advisor
JANUARY 16, 2023
By learning and applying these key strategies, you can enjoy a successful career while also maintaining your physical, mental, and emotional well-being. The post The Three Keys To Understand So That Successism Doesn’t Kill You appeared first on Leading Advisor - Simon Reilly.
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.
Accounting for Good
JANUARY 16, 2023
The post The not-for-profit sector in numbers first appeared on ACCOUNTING FOR GOOD.
Zoe Financial
JANUARY 16, 2023
Market Drama. Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA. January 16, 2023 . Watch Time: 4 minutes. Welcome to this week’s Market Drama! The S&P 500 was up 2.7%. The Russell 1000 growth was up 4%. MSCI E.M. Index, which measures emerging market stocks, was up 4%. The big headline number was CPI for December, which came in at 6.5% year-over-year growth.
Trade Brains
JANUARY 16, 2023
Top Automobile Stocks in India: Analysts expect the automobile industry to boom again in India after years of drought. Reducing unemployment, rising incomes, and rapidly growing credit demand will likely bring auto sales. Amidst these hopes of huge potential gains, let us take a look at the top automobile stocks in India 2023 that investors can add to their watchlists.
NAIFA Advisor Today
JANUARY 16, 2023
Entering the financial services industry in 2006, Dave Gannett quickly adapted and enjoyed working with other financial professionals by providing them with various investment vehicles and equipping financial advisors with information that helps benefit their clients. Eventually, he found himself serving as an advisor, focusing on global wealth and investment management.
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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
JANUARY 16, 2023
So-called greenwashing by asset managers misleads investors by labeling products with false claims of ESG benefits. But the SEC’s initiative to restrain this malpractice falls short because it does not distinguish between risk- and ethics-driven ESG products.
Don Connelly & Associates
JANUARY 16, 2023
As a financial advisor, you have one job and one job only—to help your clients achieve their financial goals. At least, that's how your clients see it. That's according to a research study by Morningstar, which revealed what clients value most in an advisor. Advisors would be well-served to keep that in mind in their efforts to win over more prospects.
Financial Symmetry
JANUARY 16, 2023
Partner and advisor, Cameron Hendricks, recently earned the Certified Exit Planning Advisor certification via the Exit Planning Institute. This is an advanced professional certification for advisors who provide the breadth of specialized skills required to discuss exit planning strategies with privately held … Continued. The post Cameron Hendricks Earns Certified Exit Planning Advisor Designation appeared first on Financial Symmetry, Inc.
Norman Marks
JANUARY 16, 2023
Chinmay Kulkarni has asked people on LinkedIn a question that appears to be from the ISACA Certified Information Systems Auditor (CISA) exam. He posted (I have included the current poll results, with 941 voting): CISA Question 3 As an IS auditor, what is the FIRST step you will take upon identifying lack of segregation of […].
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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!
Advisor Perspectives
JANUARY 16, 2023
Markets provided investors with a dozen lessons in 2022 (and a bonus one in the postscript).
Nerd's Eye View
JANUARY 16, 2023
One of the most important aspects of emotional wellbeing is having a feeling of control over one’s time. Indeed, financial advisors often describe one of the benefits of financial planning as helping people take control of their time by giving them the financial freedom to do what they enjoy. And likewise, for advisors themselves, one of the ways to stay happy and thriving is to have the ability to spend time doing what one finds is most valuable or fulfilling.
Calculated Risk
JANUARY 16, 2023
Altos reports inventory was up 0.3% week-over-week. Usually inventory bottoms in February; last year, in 2022, inventory bottomed in early March. It is possible that inventory has already bottomed for the year! Here are the same week inventory changes for the last five years: 2023: +1.3K 2022: -8.4K 2021: -22.9K 2020: -25.8K 2019: -2.3K Click on graph for larger image.
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