Tue.Nov 29, 2022

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The Fed is Hiking at the Most Aggressive Pace Ever (And What it Means for Housing)

Mish Talk

Monthly average Fed Funds Rate via St. Louis Fed. Chart Notes I use monthly averages because the Fed now targets a range. Also the Fed Funds Target Rate is discontinued and only dates to 1982. This is the steepest, most aggressive hiking cycle ever.

Sales 233
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#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran

Nerd's Eye View

Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.

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Tuesday links: where future returns come from

Abnormal Returns

Markets The yield curve is only getting more inverted. morningstar.com) Oil prices are back to pre-Ukraine war levels. axios.com) Strategy What is a reasonable return expectation for the next few decades? ofdollarsanddata.com) Why indexing works.

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10 Tuesday AM Reads

The Big Picture

My Two-for-Tuesday morning train WFH reads: • It’s not your imagination: Shopping on Amazon has gotten worse : The first page of Amazon results includes an average of about nine sponsored listings, according to a study of 70 search terms conducted in 2020 and 2021 by data firm Profitero.

Startup 141
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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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Clips From Today’s Halftime Report

The Reformed Broker

Final Trades: Tradeweb, A.O. Smith, Morgan Stanley & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker

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Elon Goes to War With Apple

The Reformed Broker

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: ?Record Record Sales – “Shoppers are expected to spend between $9 billion and $9.2

Sales 130
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The Thing That’s Hard About Markets

A Wealth of Common Sense

When Russia invaded Ukraine in late-February, the price of oil was a little more than $90 a barrel. It basically went straight up from there to well over $120 a barrel in about a week and a half. Gas prices quickly moved up as well, getting as high as more than $5 a gallon by early summertime.

Marketing 109
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Maximize Your 2022 Charitable Gifting Strategy

Mullooly Asset Management

The end of the year is a great time to consider charitable gifting. If you are feeling generous, want to make a difference in someone’s life, and want to reap potential tax benefits, this is the blog post for you!

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Uniparts India IPO Review – GMP, Strengths, & Much More!

Trade Brains

Uniparts India IPO Review : Uniparts India Limited is coming up with its Initial Public Offering. The IPO will open for subscription on November 30th, 2022, and close on December 2nd, 2022. It is looking to raise Rs 835.61 crore whole of which will be an Offer for Sale.

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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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Consumer Confidence Falls Again in November

Advisor Perspectives

The headline number of 100.2 was a decrease of 2.0 from the final reading of 102.2 for October

Numbers 105
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Animal Spirits: Getting Rich Quick

The Irrelevant Investor

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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Sales of Cannabis Real Estate Run into Some Challenges

Wealth Management

More states are legalizing marijuana. But so far, that hasn’t translated into much greater opportunities for real estate investment

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The value of admitting a mistake

Million Dollar Round Table (MDRT)

By Matt Pais, MDRT Content Specialist Some leaders think they should look forward and remain firm at all times, even in the wake of a mistake. Pawliw-Fry, M.D.,

Media 63
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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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Charitable Giving Updates from Washington DC

Wealth Management

DAFs and crypto have caught the attention of Capitol Hill

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US defeats Iran 1-0 to reach World Cup knockout stage for the first time since 2014

MarketWatch

The U.S. national team reached the knockout stage of the World Cup with a 1-0 victory over Iran thanks to Christian Pulisic's strike. The Chelsea forward raced onto Sergino Dest's header to score the go-ahead goal in the first half. The U.S.

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Designing a Succession Plan That’s Right for You

Wealth Management

Though selling your business may sound simple in theory, what that looks like in practice is as unique as the people involved and can be completely different from one sale to another

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Playing Inflation Russian Roulette in Retirement

Advisor Perspectives

The question most asked by investors late last year, as Treasury bill yields hovered just above zero was “Where can I go for yield?” ” followed soon after by “What can I do to protect myself from inflation ”

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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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DraftKings stock jumps after deal with Churchill Downs to launch horse race betting app ahead of the Kentucky Derby

MarketWatch

Shares of DraftKings Inc. jumped 2.3% in premarket trading Tuesday, after the online sports betting and fantasy sports company and Churchill Downs Inc. announced a multi-year agreement that will bring betting on horse racing to DraftKings. Churchhill Downs' stock was inactive in the premarket.

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31 Funny Money Quotes That Teach Real Life Lessons!

Clever Girl Finance

Money talk can get intense sometimes. Today, we're here to lighten things up a little bit with some of our favorite funny money quotes. But, since this is Clever Girl Finance, we're all about empowering women by providing accurate financial guidance and helping them to make lots of money.

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Railroad stocks rally as strike risk effectively removed after President Biden urged Congress to step in

MarketWatch

Shares of railroad operators rallied Tuesday, as Evercore ISI analyst Jonathan Chappell said President Joe Biden's urging of Congress to step into the stalled talks between labor unions and rail operators effectively removes the risk of a strike.

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10 Must Reads for the CRE Industry Today (Nov. 30, 2022)

Wealth Management

More concern is being voiced by the commercial real estate industry over new challenges facing the office sector. Brookfield might be on the verge of becoming an even more influential dealmaker, according to Propmodo. These are among today’s must reads from around the commercial real estate industr

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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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Grindr stock has lost more than 80% amid a 6-day losing streak

MarketWatch

Shares of Grindr Inc. tumbled 13.3% in afternoon trading Tuesday, putting them on track for a sixth-straight loss. The stock has fallen every day since it skyrocketed 213.8% on Nov.

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SEC Bars Former LPL Rep That Pled Guilty to Stealing $2.8M

Wealth Management

James Couture pleaded to charges of wire fraud, aggravated identity theft and witness tampering in September

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Biden says he's confident U.S. can avoid rail strike, as he meets with top lawmakers

MarketWatch

President Joe Biden told reporters on Tuesday that he's confident that a railroad strike can be avoided, as he met with top U.S. lawmakers about year-end legislative priorities. There's a lot to do, including resolving the train strike," Biden also said.

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Skience Rolls Out RightBRIDGE Integration

Wealth Management

The newly integrated business intelligence engine is meant to streamline Reg BI and DOL compliance

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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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TurboTax maker Intuit lowers revenue guidance for the year

MarketWatch

Shares of Intuit Inc.

Taxes 83
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Succession Planning Then and Now With David Grau Sr.

Wealth Management

Grau reflects on the evolution of succession planning in this industry over the last eight years and where it’s headed in the future, as his own transition plays out

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Hibbett stock drops more than 5% after profit and sales rise but miss expectations

MarketWatch

Shares of Hibbett Inc. dropped 5.5% in premarket trading Tuesday, after the athletic fashion retailer reported fiscal third-quarter results that rose less than forecast, as apparel sales were pressured by competitive pricing and margins were hurt by high freight and fuel costs and wage inflation.

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