The Big Picture
OCTOBER 25, 2022
My colleague Ben Carlson asked the question “ Why Isn’t Inflation Falling? ” There are some technical explanations, but before we get there, a quick reminder as to how we got here: The global pandemic forced governments around the world to shut their economies down; everything was closed, from schools to businesses, restaurants, entertainment venues, retail stores, and offices.
Abnormal Returns
OCTOBER 25, 2022
Markets Given the market downturn, why isn't the VIX higher? (ft.com) 52-week lows have dried up. (allstarcharts.com) Rates Why the rapid rise in short term interest rates is a big deal. (fortunesandfrictions.com) The 40 in 60/40 portfolio is looking a lot better these days. (ofdollarsanddata.com) Media Warner Bros. Discovery ($WBD) is taking a big content-related write-off.
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The Reformed Broker
OCTOBER 25, 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: ?Stocks Rally, Yields Drop – Why would you be selling now if you haven’t sold already? ?Stocks Bottom First – Stocks will plunge way before earnings, GDP, and Payrolls do. ?
Abnormal Returns
OCTOBER 25, 2022
Factors How much of factor research is dependent on falling interest rates? (papers.ssrn.com) Why you should expect the value premium to persist over time. (evidenceinvestor.com) Correlations There is no magic bullet when forecasting the stock-bond correlation. (quantpedia.com) CTA returns with the stock market can vary wildly over the short term. (priceactionlab.com) ESG A review of the case for ESG strategies.
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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.
Nerd's Eye View
OCTOBER 25, 2022
Welcome back to the 304th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Chad Chubb. Chad is the founder of WealthKeel, an independent virtual RIA based in Tampa, Florida that advises on over $100 million of assets for 110 client households. What's unique about Chad, though, is how he has not only implemented a “surge meeting” approach to meet with each of his ongoing clients during a two-month period twice a year, but has gone further to implement
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
OCTOBER 25, 2022
Today we learned that home prices had their largest drop since 2009. This is just a small preview of what I believe we’ll see in the coming months as the market adjusts to 7% mortgages. In fact, a lot of the economic data will likely worsen. We just heard from the Chief Business Economist at S&P Global opine on the most recent Global Flash US Services PMI report.
A Wealth of Common Sense
OCTOBER 25, 2022
Whenever the next recession happens, every human being on the planet can take credit for calling it in advance. Everyone and their brother has been predicting an economic slowdown for months now. I guess when the Federal Reserve tells you they are willing to throw the economy into a recession to slow inflation, you should believe them. The weird thing is it would be hard to say we’re in a recession right now.
Wealth Management
OCTOBER 25, 2022
While rising inflation and weaker consumer spending are having an impact on industrial property fundamentals, the comparisons are to record highs in occupancy and rent growth.
The Irrelevant Investor
OCTOBER 25, 2022
Today’s Animal Spirits is brought to you by YCharts: Submit your email here to claim 20% off YCharts On today’s show we discuss: Vanguard poised to be the largest bond ETF manager Wages, prices, and taming US inflation Higher interest rates can take a long time to bring down inflation The Fed Presidents are becoming influencers What will peak 30-yr fixed mortgage rates be by December 29, 2022 Builders are ready.
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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.
Covisum
OCTOBER 25, 2022
Many advisors have a variety of financial planning software solutions to help them meet their clients' needs. There is software to help you create and organize your client database, manage portfolios, optimize Social Security benefits, market your practice, and more. But relying on several different tech tools can cause some headaches. They may claim to integrate, but how well do they?
Wealth Management
OCTOBER 25, 2022
A United States District Court found that two Cetera firms failed to disclose conflicts of interest to advisory clients when recommending investment funds and taking 12b-1 fees, shared revenue, administrative fees and mark-ups.
BlueMind
OCTOBER 25, 2022
Category: Clients Risk. The coronavirus outbreak has wreaked havoc on people’s daily lives and the financial world. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. However, amid these fears, it has become difficult for financial advisors to explain to clients that taking appropriate risks is deemed necessary in order
Mullooly Asset Management
OCTOBER 25, 2022
If you save money into a retirement account, like a 401(k), 457 or 403(b), you will be able to contribute more in 2023. The IRS announced a new contribution limit of $22,500 for these accounts starting next year. That is an increase of $2,000 from the 2022 limit of $20,500. This is important for workers […].
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.
Wealth Management
OCTOBER 25, 2022
A United States District Court found that two Cetera firms failed to disclose conflicts of interest to advisory clients when recommending investment funds and taking 12b-1 fees, shared revenue, administrative fees and mark-ups.
Calculated Risk
OCTOBER 25, 2022
S&P/Case-Shiller released the monthly Home Price Indices for August ("August" is a 3-month average of June, July and August closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P: S&P Corelogic Case-Shiller Index Continued to Decelerate in August The S&P CoreLogic Case-Shiller U.S.
Wealth Management
OCTOBER 25, 2022
Propmodo looks at why a lawsuit involving a JLL-brokered office lease might be important for all real estate brokerages. Kotaku examines a new landlord video game. These are among today’s must reads from around the commercial real estate industry.
Million Dollar Round Table (MDRT)
OCTOBER 25, 2022
By Duncan MacPherson As a financial advisor, you’re in the knowledge-for-profit business. You think for a living. You’re not selling things; you are promoting the promise of the future. Think about commoditization and all the forces at work, such as fee compression, which can render you into looking like any other advisor. What you do can become very abstract.
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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.
Wealth Management
OCTOBER 25, 2022
The New York-based startup, which launched last year, processes $3 billion in annualized rent payments, and its Bilt Mastercard customers are spending at an annualized rate of $1.6 billion.
Random Roger's Retirement Planning
OCTOBER 25, 2022
With all the time we've spent learning about new alternative strategies (new in that they've become accessible in funds for retail sized accounts) and how to incorporate them into a diversified portfolios, I thought it might be worthwhile to revisit a couple of older school alternatives to see how they're doing through the current event. The chart shows a couple of Hussman funds and the Permanent Portfolio.
Wealth Management
OCTOBER 25, 2022
The head of a non-profit executive sourcing firm will take over for outgoing CEO Geoffrey Brown as the NAPFA board seeks permanent replacement.
Alpha Architect
OCTOBER 25, 2022
In this article, the author examines several important questions related to asynchronous trading, or the variation in trading frequency that occurs when trading stocks or other assets. Bias in Beta and Implications for Empirical Asset Pricing was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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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!
Wealth Management
OCTOBER 25, 2022
A new survey found that 55% of people feel they haven’t saved enough, and inflation is preventing them from doing so.
Random Roger's Retirement Planning
OCTOBER 25, 2022
Last week, I said goodbye to a very old friend. A friend that has been by my side for 17 or 18 years, helping out more often than not. I expect I will miss this friend some but maybe not a lot. No, no one died thankfully. I sold the SPDR Gold Trust (GLD). GLD started trading on November 18th, 2004. I thought I first bought it a day or two after it started trading but in researching old blog posts for this one, it is possible I actually bought it in November, 2005.
Wealth Management
OCTOBER 25, 2022
FNZ, the global wealth management platform, is “opening up wealth” by helping everyone to invest in what matters to them the most.
Steven J. Wilson
OCTOBER 25, 2022
Digital marketing for dentists can be a great way to attract new patients and grow your dental practice. The lifetime value of gathering loyal patients is substantial, and digital marketing is a perfect way to reach out to new patients while continuing to nurture your relationships with current ones. This is something that all dentists. Read more. The post Digital Marketing For Dentists: Best 9 Strategies For Great Results appeared first on Steven J.
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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 25, 2022
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 10:00 AM, New Home Sales for September from the Census Bureau. The consensus is for 590 thousand SAAR, down from 685 thousand in August.
Trade Brains
OCTOBER 25, 2022
Fundamental Analysis of UPL : Chemicals are the basic raw materials that are required for many products. Whether it’s the detergent we use, the materials that are used for the construction of our house, or the food that we eat, chemicals are involved directly or indirectly. In this article, we shall do a Fundamental Analysis of UPL, a chemical company.
Steven J. Wilson
OCTOBER 25, 2022
Digital marketing for doctors can be a great way to connect with new and existing patients, build your brand, and grow your practice. However, with so many options and strategies available, it can be tough to know where to start. You want to focus on making the best long-term strategies since the lifetime value of. Read more. The post Digital Marketing For Doctors: 10 Strategies For The Best Results appeared first on Steven J.
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