Wed.Nov 30, 2022

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10 Wednesday AM Reads

The Big Picture

Last day of the 11th month! Enjoy the end of November with our mid-week morning train reads: • How Much Growth Can You Expect? Imagine I present to you a magical box that can turn your money into more money. The only problem is that you don’t know exactly how much more money you’ll get from this box.

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A Hopium Stock Market Rally on Jerome Powell's Inflation Progress Report

Mish Talk

Image courtesy of StockCharts.Com. The Federal Reserve posts a Transcript of Powell's Speech on Inflation and the Labor Market. Powell put a spotlight on core Personal Consumption Expenditures (PCE) inflation, noting that it is stubbornly high despite the Fed's rate hikes.

Marketing 209
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Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance

Nerd's Eye View

Taxes are a central component of financial planning.

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Recession Playbook

The Reformed Broker

Let’s assume we’re going to have a recession in 2023. I don’t know if we will, but everyone seems to think so, so let’s just say. So what. What can you do to stop it? Not much. Can you change your own spending and psych yourself up to survive it? Absolutely.

Portfolio 194
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The CPA Firm Growth Strategy: From Compliance to Consulting

Speaker: Rita Keller - President of Keller Advisors, LLC

Join Rita Keller, seasoned CPA firm management strategist and consultant, for an insightful discussion on the importance of diversifying your accounting skills.

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The Blockchain Promise is Always Around the Corner, IBM and Maersk Scrap Efforts

Mish Talk

Blockchain Scrapheap The Tech Monitor reports IBM and Maersk Scrap Blockchain Trade Platform TradeLens IBM and logistics company Maersk have called time on TradeLens, the blockchain-backed supply chain platform that came online for the first time in 2018, citing a “lack of global industry collaboration” for its demise.

License 189

More Trending

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The EU is Very Worried About Biden's Inflation Reduction Act (IRA)

Mish Talk

Really Worried about IRA Eurointelligence writes Industry is Really Worried about IRA. Whether you talk to European industrialists in Brussels or German industrialists in Berlin, you get the same message these days. They are really worried about the US inflation reduction act.

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Clips From Today’s Closing Bell

The Reformed Broker

Big Tech may remain high through year end, says Ritholtz CEO Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker

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Wednesday links: a new rule book

Abnormal Returns

Strategy Good luck trying to forecast the market using geopolitical events. awealthofcommonsense.com) On the death of the 60/40 portfolio. peterlazaroff.com) Rising interest rates have completely changed the investment landscape. on.ft.com) What is, and isn't, market timing.

Startup 130
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Charitable Giving Strategies in a High-Income Year

Carson Wealth

Tom Fridrich , JD, CLU ? ChFC ? Senior Wealth Planner . The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months.

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Book of Secrets for the Month-End Close

Developing a consistent month-end close doesn’t need to be a mystery. We’re sharing our top 10 secrets (plus one bonus!) for streamlining your close.

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Using Credit Card Cashback Rewards for Holiday Spending

MainStreet Financial Planning

When I was younger, I used to have so much anxiety about holiday spending. Back then I was living paycheck to paycheck and didn’t have much savings.

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Chicago PMI Weakens in October

Advisor Perspectives

The latest Chicago Purchasing Manager's Index, or the Chicago Business Barometer, dropped to 37.2 in October from 45.2 in September, which is in contraction territory. This is its third consecutive decline and its seventh monthly decline this year. Values above 50.0

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Wealthspire to Acquire Sage Financial Advisors

Wealth Management

$194M acquisition expands the NFP-owned RIA’s presence in the West

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The Top 10 Misconceptions About XYPN

XY Planning Network

MIN READ. The XYPN movement is growing rapidly. Yet despite thousands of XYPN shirts floating around and hundreds of members representing all 50 states, it’s still an uphill battle to get the word out about what we do, who we help, and how it all works.

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Quick Guide to Digital Lending for Regional & Community Banks

Ever wonder how some regional and community banks are able to outperform their larger rivals? One of the biggest keys to this success lies in digital transformation. In fact, digital lending technologies are helping banks make the transition faster so they can compete more effectively. Read this eBook to learn how to use lending technology to transform your bank’s outcomes, too!

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Celebrity Estates Replay: David Bowie and the Financial Side of A Music Catalog

Wealth Management

A music catalog is a complex asset for both the buyer and the seller

Assets 91
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Fed Chair Powell: "The time for moderating the pace of rate increases may come as soon as the December meeting"

Calculated Risk

From Fed Chair Powell: Inflation and the Labor Market. Excerpts: Today I will offer a progress report on the Federal Open Market Committee's (FOMC) efforts to restore price stability to the U.S. economy for the benefit of the American people.

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Digital Marketing Automation Driven by Your CRM

Wealth Management

Leverage new CRM technologies to increase organic growth

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Animal Spirits: Getting Rich Quick

A Wealth of Common Sense

Today’s Animal Spirits is brought to you by AcreTrader and Nasdaq: See here for more information on AcreTrader and here for AcreTrader disclosures See here for Nasdaq’s stock screener On today’s show we discuss: U.S.

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Top 7 Global Employment Challenges

Global expansion brings many opportunities for companies. However, there are pitfalls along the way that can slow down progress. In this eBook, we look at the 7 key challenges to global growth, and ways to minimize expansion headaches.

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Warn Your Clients About the 'Grandparent Scam'

Wealth Management

Seniors are prime targets for scammers looking to cheat them out of their money—often to the tune of tens of thousands of dollars

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Amazon breaks record for 'Turkey 5' sales, while stock tumbles 31% amid 4-month losing streak

MarketWatch

Amazon.com Inc. said Wednesday that the latest "Turkey 5" holiday shopping weekend, from Thanksgiving through Cyber Monday, was its biggest ever, with "hundreds of millions" of products purchased over that time.

Sales 83
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IRS Sees Increase in Number of Estate Tax Returns Filed, Amount of Taxes Paid

Wealth Management

Data reflects effects of the COVID-19 pandemic and recent tax law changes

Numbers 87
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Carvana stock downgraded as Bank of America worries about cash position

MarketWatch

Shares of Carvana Co. are down more than 2% in Wednesday morning trading after Bank of America analyst Nat Schindler downgraded the stock to neutral from buy, warning of the company's cash situation.

Banking 83
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Global Hiring Guide: Top Emerging Fintech Hubs

The fintech industry is growing exponentially. Companies can find the talent they need in top emerging fintech hubs around the world. Highly skilled global candidates are available to hire — companies just need to know where to look for them.

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Creator of Anti-Ark ETF Is Losing Fund in Break From New Firm

Wealth Management

Matthew Tuttle's ETF lineup was acquired by AXS Investments. He'll no longer serve as portfolio manager of SARK and more than two dozen other funds

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Fed's Beige Book: "Apartment leasing started to slow"

Calculated Risk

Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Boston based on information collected on or before November 23rd, 2022." Economic activity was about flat or up slightly since the previous report , down from the modest average pace of growth in the prior Beige Book period.

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Real Estate Sponsor Growth Fostered by Technology and Innovation

Wealth Management

Innovative technology, by design, is built around people to bridge the workflow between those inside and outside sponsor firms

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Pending Home Sales Slid in October for Fifth Consecutive Month

Advisor Perspectives

The National Association of Realtors released the October data for their Pending Home Sales Index. According to the National Association of Realtors®, "Pending home sales slid for the fifth consecutive month in October

Sales 83
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The HR Compliance Playbook: How to Improve Speed-to-Hire

Every global growth to-do list should begin with compliance. Navigating international jurisdictions can be complex and time-consuming, but with solid, up-to-date compliance procedures, companies can maximize efficiency, speed-to-hire, and mitigate risks.

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High Interest Rates and a Looming Recession Weigh on Hotel Investment Deals

Wealth Management

Like with other property types, investment sales volume on lodging properties has taken a hit as uncertainties mount

Sales 87
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WeightWatchers CFO to leave

MarketWatch

WW International Inc. , or WeightWatchers, said late Wednesday that Chief Financial Officer Amy O'Keefe will leave her role effective Friday but remain with the company until Dec. 31 "to support the finance team for the remainder of the year."

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Why Financial Advisors Should Never Buy Email Lists

Wealth Management

It will likely result in more headaches than benefits.