The Big Picture
OCTOBER 6, 2022
My morning train WFH reads: • Is the Era of Low Interest Rates Over? There were fundamental reasons interest rates were so low three years ago. Those fundamentals haven’t changed; if anything, they’ve gotten stronger. So it’s hard to understand why, once the dust from the fight against inflation has settled, we won’t go back to a very-low-rate world. ( New York Times ). • What to Buy?
Abnormal Returns
OCTOBER 6, 2022
Contrarianism A new contrary indicator courtesy of FTX. (allstarcharts.com) The inverse Cramer ETF may soon be a thing. (fortune.com) Strategy Is timing the bond market any easier than timing the stock market? (awealthofcommonsense.com) Why you can safely ignore market forecasters. (novelinvestor.com) Elon Eight (stupid) ways the Twitter ($TWTR) deal could still fall apart.
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Nerd's Eye View
OCTOBER 6, 2022
When it comes to politically charged discussions, financial advisors generally try to stay neutral and focus on providing clients with objective financial advice. Yet, while they seek to remain apolitical in their financial advice, the shifting political environment has made it increasingly common for more clients to express their political concerns and feelings with their financial advisors.
The Reformed Broker
OCTOBER 6, 2022
Evercore’s bullish call on cybersecurity from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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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.
Pragmatic Capitalism
OCTOBER 6, 2022
Here are some things I think I am thinking about: 1) The Jim Cramer ETFs. A firm has launched a set of inverse and long Jim Cramer ETFs.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 6, 2022
While property damage from the storm is already second only to Katrina, the impact to business operations and cargo movement may double or triple total losses. However, logistics providers are getting better at minimizing the scale of disruption.
Tobias Financial
OCTOBER 6, 2022
Acting plays a major part in Alex’s life and her journey toward her career. When she was younger, she wanted to pursue an acting career seriously and auditioned for a few roles in the theater at Belmont University. Growing up, Alex was very shy and for the most part kept to herself. The only place where she felt comfortable expressing her true self was the theater stage.
Carson Wealth
OCTOBER 6, 2022
Kevin Oleszewski, CFP ® , Senior Wealth Planner. It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all. Why? I blame it largely on the failure of employers to educate in a coherent and easy-to-understand fashion. The employee benefits business has its own language and most workers — even if they read all of their onboarding documents — won’t necessarily understand the content.
Wealth Management
OCTOBER 6, 2022
Demand for apartments in the U.S. fell in the third quarter for the first time in 30 years. The New York Times looks at a blueprint for how to decarbonize an office building. These are among today’s must reads from around the commercial real estate industry.
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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.
Alpha Architect
OCTOBER 6, 2022
Atilgan et al. contribute to the momentum literature with “Momentum and Downside Risk in Emerging Markets.”. Momentum Everywhere, Including Emerging Markets was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
OCTOBER 6, 2022
While the integrations from the two cryptocurrency investment platforms are currently limited to reporting feeds within the Envestnet | Tamarac platform, the RIA footprint is significant and, executives say, the demand is there.
FMG
OCTOBER 6, 2022
Technology is one of the most important components of a financial advisor’s business. From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. Since building strong relationships is a core element of providing financial advice, a financial advisor CRM ( c lient r elationship m anagement) system may be the most essential technology tool available for financial advisory fir
Wealth Management
OCTOBER 6, 2022
This episode looks at the buy-side perspective of M&A, the attributes needed to become an attractive acquirer, the characteristics of prospective targets and more.
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.
Validea
OCTOBER 6, 2022
In this episode we talk Low Volatility investing with Pim van Vliet, who is the Head of Conservative Equities and Quantitative Equities at Robeco. Pim’s book “High Returns From Low Risk: A Remarkable Stock Market Paradox” serves as the inspiration for one of the quantitative models we run on Validea. We discuss all things low volatility, including how to define it, why it works and the benefits of blending it with other factors.
Wealth Management
OCTOBER 6, 2022
New Jersey-based Alex Guiliano, founder of Resonate Wealth Partners, left Merrill Lynch to join LPL under the IBD’s Strategic Wealth Services division.
Clever Girl Finance
OCTOBER 6, 2022
As a quote from Benjamin Franklin says, " Happiness consists more in small conveniences or pleasures that occur every day, than in great pieces of good fortune that happen but seldom to a man in the course of his life." Making it a point to prioritize and enjoy life’s simple pleasures is one of the easiest ways to find joy every day. Like Ben said, you don't have to wait for those big, earth-shattering milestones to make you happy since those only come once in a blue moon.
Wealth Management
OCTOBER 6, 2022
Keith Todd Ashley killed his client and fraud victim, and tried to make it look like a suicide, according to the Justice Department.
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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.
Million Dollar Round Table (MDRT)
OCTOBER 6, 2022
By Cynthia Kane How we talk to ourselves dictates how we show up and interact with others. So, when we spiral and indulge in negative self-talk, we block our growth, creativity and, ultimately, greater levels of success. If we’re feeding ourselves a diet of negative self-talk, we’re creating an environment of suffering. This can happen when we say things to ourselves such as.
Wealth Management
OCTOBER 6, 2022
Have you invited your representatives to your events, or to tour some of your properties? Have you attended any of their events?
Nationwide Financial
OCTOBER 6, 2022
Presidential party midterm losses are the historical norm of American politics, but what are the historical norms for equity market performance? It’s well documented that midterm election years have historically been volatile for equity markets. Per Strategas, the average intra-year decline for the S&P 500® Index in a midterm election year is 19%, much higher than the 12-13% average in the cycle’s first, third, and fourth years.
Wealth Management
OCTOBER 6, 2022
Act now because more people than ever are going online to begin their search for a ?nancial advisor.
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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!
Calculated Risk
OCTOBER 6, 2022
The DOL reported : In the week ending October 1, the advance figure for seasonally adjusted initial claims was 219,000 , an increase of 29,000 from the previous week's revised level. The previous week's level was revised down by 3,000 from 193,000 to 190,000. The 4-week moving average was 206,500, an increase of 250 from the previous week's revised average.
Wealth Management
OCTOBER 6, 2022
There's a reason Monte Carlo is synonymous with gambling.
Calculated Risk
OCTOBER 6, 2022
From CoStar: STR: Jewish Holiday Shift Leads to Expected US Weekly Hotel Performance Decline As expected with the Rosh Hashanah holiday, U.S. hotel performance dropped from the previous week and showed mixed comparisons with 2019, according to STR‘s latest data through Oct. 1. Sept. 25 through Oct. 1, 2022 (percentage change from comparable week in 2019*): • Occupancy: 66.4% (-2.4%) • Average daily rate (ADR): $149.71 (+15.7%) • Revenue per available room (RevPAR): $99.36 (+12.9%) In addition to
Wealth Management
OCTOBER 6, 2022
The wirehouses have been around forever and are losing ground, not gaining it.
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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.
Calculated Risk
OCTOBER 6, 2022
On Friday at 8:30 AM ET, the BLS will release the employment report for September. The consensus is for 250,000 jobs added, and for the unemployment rate to be unchanged at 3.7%. There were 315,000 jobs added in August, and the unemployment rate was at 3.7%. Click on graph for larger image. • First, as of August there are 240 thousand more jobs than in February 2020 (the month before the pandemic).
Wealth Management
OCTOBER 6, 2022
Increase loyalty, retention and referrals with proactive advice.
Calculated Risk
OCTOBER 6, 2022
A few brief excerpts from a note by Goldman Sachs economist Spencer Hill: We estimate nonfarm payrolls rose by 200k in September (mom sa), 50k below consensus and a slowdown from the +315k pace in August. We estimate the unemployment rate was unchanged at 3.7% in September. emphasis added CR Note: The consensus is for 250 thousand jobs added, and for the unemployment rate to be unchanged at 3.7%.
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