The Big Picture
JULY 20, 2022
Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” host, discusses investing in a volatile market and the probability the Fed causes a recession. Risk, Reward Two Sides of Same Coin, says Ritholtz. ?. Source: Bloomberg , July 19th, 2022. Previously : Rally , Multiple Compression , Earnings¯_(?)_/¯ Recession , Double Bottom (July 18, 2022).
Nerd's Eye View
JULY 20, 2022
For many workers, a typical career entails a series of successive jobs over several decades, with the end goal of retiring and finally being able to ‘relax’ And while most breaks from work on the traditional path are limited to short vacations, there is a growing movement of individuals who want to take extended time off during their working years to take advantage of their health and opportunities that might not be available to them once they reach ‘normal’ retirement ag
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The Big Picture
JULY 20, 2022
My mid-week morning train WFH reads: • How long bear markets typically last—and how you should think about investing during this one : Going back to the end of World War II, the U.S. stock market has experienced 13 bear markets (including the current one). In the previous 12 bear markets, the average loss was –32.7%. It took the stock market an average of around 12 months to go from the peak of the market to the bottom.
Abnormal Returns
JULY 20, 2022
Investing Investing in stocks is bet on human ingenuity. (awealthofcommonsense.com) Marketing messages are not guarantees when it comes to investing. (wsj.com) Nine key questions for any investor including 'Why is active management destined to underperform?' (humbledollar.com) Five things to do as an investor in your 20's. (peterlazaroff.com) How to avoid investment scams.
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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.
The Reformed Broker
JULY 20, 2022
Josh Brown sells half his Netflix position from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Integrity Financial Planning
JULY 20, 2022
What are the risks of making emotional decisions when it comes to your money? Brian shares what he tells clients about investing and retirement planning. During the football draft, so many decisions are based on emotions. For instance, Tom Brady, the greatest of all time, was 199 th pick when he was drafted in 2000. Similarly, investors who want to plan their own retirement might pick stocks based on emotions that they later regret.
Nationwide Financial
JULY 20, 2022
Social Security planning is an important part of preparing for retirement, and clients considering filing for benefits in today’s environment are finding planning more challenging as they contend with the lingering economic impacts of COVID-19, record inflation, and heightened market volatility. Add in uncertainty around the future of Social Security and it’s no surprise that clients are coming to financial professionals with more questions than usual.
Conneqtor
JULY 20, 2022
Establish Authenticity So, what does it mean to be authentic? Yes, the heading here is very different from our title: How to use LinkedIn for Financial Advisors, but bear with me, and you’ll quickly find that both these sentences answer the same thing – the humanization of your brand.
Calculated Risk
JULY 20, 2022
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 5.12 million SAAR in June Excerpt: Sales in June (5.12 million SAAR) were down 5.4% from the previous month and were 14.2% below the June 2021 sales rate. Sales are now below pre-pandemic levels. The second graph shows existing home sales by month for 2021 and 2022.
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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.
Mullooly Asset Management
JULY 20, 2022
Your lifestyle will largely dictate the financial “success” of your retirement. Which is true before retirement as well. If you spend more than you make, you will struggle financially. In a recent blog post, I wrote about how you need to plan for what lifestyle you will have in retirement. It’s important to take a […].
A Wealth of Common Sense
JULY 20, 2022
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts Highlights, Lowlights, and insights from 1H 2022 On today’s show we discuss: Inflation isn’t getting better yet Inflation has outpaced wage growth The deflation risk How would investors react if we got some inflation (June 2020) Fed officials preparing to raise rates by another 75bps Average car payments hit a record high Investors h.
Calculated Risk
JULY 20, 2022
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 6.3 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending July 15, 2022. The Refinance Index decreased 4 percent from the previous week and was 80 percent lower than the same week one year ago.
David Nelson
JULY 20, 2022
David joins Fox Business anchor Charles Payne to discuss earnings and the latest economic news.
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.
Nationwide Financial
JULY 20, 2022
Irish playwright George Bernard Shaw once famously stated: “If all economists were laid end to end, they would not reach a conclusion.” When examining the relationship between the rising national debt of the U.S. and its impact on economic growth, George Bernard Shaw’s quote seems apropos. Undeniably, for decades, economists and deficit hawks alike have been debating the merits of rising national debt and weaker economic activity as a result.
Wealthfront
JULY 20, 2022
Diversification is the practice of buying a variety of different investments with the goal of balancing risk and reward in your portfolio. A well-diversified portfolio can help you maximize your expected returns without taking on unnecessary or unwanted risk. This is known as “improving your risk-adjusted returns.” You can think of diversification as a way […].
Validea
JULY 20, 2022
After years of very strong performance, technology and growth stocks have had a much more difficult time in the last 18 months. Many of the highest multiple names are now 70%-90% off their highs, and even the FAANG stocks have joined in this year and seen major declines. In this episode, we bring in two experts to help us analyze the situation. We speak with Upholdings’ Robert Cantwell and Lars Cianciolo about how we got here with technology stocks, where we are today, and what the opportu
Yardley Wealth Management
JULY 20, 2022
The post James and Pamela’s Big Dream appeared first on Yardley Wealth Management, LLC. James and Pamela’s Big Dream Excerpt from The Smart Person’s Guide to Financial Planning & Investments: A Simple and Straightforward Approach to Understanding Your Personal Finances By Michael J. Garry The situation: James and Pamela have had well-paying jobs and good savings habits for their entire careers.
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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.
Validea
JULY 20, 2022
Extreme pessimism is usually an indication that the market is hitting bottom, and this current bear market is not there yet, contends an article in MarketWatch. While it feels like there is a lot of negative sentiment on Wall Street right now, the market could still rally at any moment. But two measures of stock market sentiment analyzed in the article—the Hulbert Stock Newsletter Sentiment Index and the Hulbert Nasdaq Newsletter Sentiment Index—have failed to fall into the bottom 10% of their d
International College of Financial Planning
JULY 20, 2022
Risk analysis is one of the most important topics to understand when pursuing a career in finance. Many think risk analysis is only about calculating risks and finding solutions to minimize them. However, there are much more to it than that. To become a certified financial planner (CFP), you must learn about risk analysis in-depth. It will include understanding different risks, how they impact businesses and individuals, and how to mitigate them.
Validea
JULY 20, 2022
The first half of 2022 has seen a decline of about 20% and there are 6 lessons to be learned from this most recent downturn, according to an article in Morningstar : Stock markets are cyclical; it’s in their nature to go through long stretches of decline. It’s very difficult to determine precisely how long it will take for the market to rebound after a decline.
Steve Sanduski
JULY 20, 2022
In a Nutshell: If you view your website and blogging as just a box to check, you’re missing out on one of the most effective marketing tools in your toolkit. Building a high-performing website is both art and science. In today’s show, we get strategic, practical, and tactical in showing you how to build a high-performing website and online presence.
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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!
Validea
JULY 20, 2022
Behavioral economics has been a forgotten field of study until recently, contends Richard Thaler, a winner of the Nobel Prize in Economic Sciences and professor at the University of Chicago Booth, in an interview in Morningstar. Many undergraduate programs still overlook it, though there’s a growing understanding of it on Wall Street and in governments.
NAIFA Advisor Today
JULY 20, 2022
Lifetime Financial Group Owner Jay Meneely has been a loyal NAIFA member since 1983. Now, his whole team benefits from NAIFA membership. Education First. Lifetime was founded on giving financial education workshops. As Meneely says, “We're an educational firm that specializes in the delivery of financial products.” Meneely and his team work with employers to educate employees about their group benefits.
Validea
JULY 20, 2022
ARK Innovation ETF, the brainchild of Cathie Wood, drew in investors who believed the companies held in the fund would revolutionize the world, made Wood a Wall Street celebrity, and quadrupled its shares from its lowest point at the height of the pandemic to its peak at nearly $28 billion in February 2021. Now, those who bought at the peak are down 75%.
FMG
JULY 20, 2022
As a financial advisor, generating leads you can convert into clients is essential. Businesses tend to do this in many different ways, the most common being digital lead generation and physical lead generation. Physical generation focuses on in-person events, print, and more. At the same time, the digital side includes email marketing, webinars, websites and much more.
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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.
Validea
JULY 20, 2022
The traditional formula of investing mainly in stocks and hedging with Treasury bonds has finally failed in the face of the 2022 market, contends an article in Morningstar by John Rekenthaler. Both stocks and long bonds have plunged, and the refuge that balanced funds offered isn’t safe anymore. The article offers 3 options of how to readjust your portfolio: Stay the course.
Calculated Risk
JULY 20, 2022
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: Architecture Billings Index continues to stabilize but remains healthy Architecture firms reported increasing demand for design services in June, according to a new report today from The American Institute of Architects (AIA). The ABI score for June was 53.2.
Validea
JULY 20, 2022
Small-cap stocks have suffered more than their larger counterparts this year, with the small-cap Russell 2000 down 31.8% from its record highs last November compared to the S&P 500, which is down 23.4% since January, according to an article in Barron’s. Small-cap stocks get hit harder by the same things that affect large-cap stocks: inflation, rate hikes, and recession concerns.
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