The Reformed Broker
FEBRUARY 7, 2023
“When I see a bubble forming I rush in to buy, adding fuel to the fire. That is not irrational.” – George Soros, 2009 I’ve spent 25 years watching, trading and investing in the stock market. The repetition of patterns is amazing. In every generation we see new bubbles, which form when a new innovation comes along and everyone gets excited about the future.
Pragmatic Capitalism
FEBRUARY 7, 2023
When I was 10 years old I read the classic “Where the Red Fern Grows” It’s a book about a young boy who adopts two dogs who eventually get into [ … ]
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The Reformed Broker
FEBRUARY 7, 2023
UBS says buy Berkshire Hathaway from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Abnormal Returns
FEBRUARY 7, 2023
Strategy How should investors guard against 'unknown unknowns'? (morningstar.com) Social media finance gurus gloss over a lot of the tough stuff. (thisisthetop.substack.com) Finance More investment funds are outsourcing their trading function. (theinformation.com) How the SEC's proposals would effectively eliminate payment for order flow. (wsj.com) AI The pieces are coming together for an AI bubble.
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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
FEBRUARY 7, 2023
Welcome back to the 319th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jim Niedzinski. Jim is a Co-Founder of Motive Wealth Advisors, an independent RIA based in the suburbs of Detroit, Michigan, that oversees $250 million in assets under management for nearly 50 families. What's unique about Jim, though, is how he and his partner have successfully built a 'small’ boutique firm that effectively competes with big wirehouses to attract and retain ultra-hi
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
FEBRUARY 7, 2023
One of my favorite things about financial media is the profiles of individual investors in the Wall Street Journal. I don’t know how they do it but somehow the Journal gets regular people to spill their guts about thoughts on the markets or how they’re positioning their portfolios. This week’s piece on the rise and fall of amateur investors didn’t disappoint.
Calculated Risk
FEBRUARY 7, 2023
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Declines for 7th Consecutive Month in December A brief excerpt: Freddie Mac recently reported that its “National” Home Price Index (FMHPI) declined for the seventh consecutive month on a seasonally adjusted basis in December, putting the National FNHPI down 2.5% from its May 2022 peak, and down 5.0% Not Seasonally Adjusted (NSA) from the peak.
Wealth Management
FEBRUARY 7, 2023
GlobeSt.com looks at where the multifamily sector might be showing distress. Leasing momentum is improving at trophy office buildings in Washington, D.C. These are among today’s must reads from around the commercial real estate industry.
Nationwide Financial
FEBRUARY 7, 2023
In recognition of Black History Month, we are highlighting the connections between wealth and well-being among Black consumers with a focus on raising awareness of the persistent gaps in financial planning and the links between financial health and personal well-being. As professionals in the financial services industry, we know that financial wellness and resiliency play an integral role in the overall well-being of clients and their perception of security.
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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.
MarketWatch
FEBRUARY 7, 2023
New York City, which once had the nation's strictest workplace vaccination rules for COVID-19, is ending one of its last such mandates, saying it will no longer require the shots for municipal employees including police officers, firefighters and teachers, the Associated Press reported. The mandate led to the firing of hundreds of city workers who refused to get the shots.
Indigo Marketing Agency
FEBRUARY 7, 2023
Do your marketing strategies need a second look? It’s always a good idea to get a second opinion! Whether it’s for our health, our loved ones, or our career, getting more than one perspective can help us make more informed decisions. Doing research and gathering different opinions can give us more confidence in our choices and can often lead to better results.
MarketWatch
FEBRUARY 7, 2023
U.S. stocks closed sharply higher Tuesday in a wild day for traders after Federal Reserve Jerome Powell warned that the central bank may need to keep raising interest rates to keep inflation heading lower. The Dow Jones Industrial Average rose about 265 points, or 0.8%, ending near 34,156, after sinking as low as 33,634.10 earlier in the session. That ended three sessions in a row of declines, according to Dow Jones Market Data.
Calculated Risk
FEBRUARY 7, 2023
Notes: This CoreLogic House Price Index report is for December. The recent Case-Shiller index release was for November. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: Peak Fall Mortgage Rates Further Cooled Home Price Growth in December, CoreLogic Reports CoreLogic®. today released the CoreLogic Home Price Index (HPI™) and HPI Forecast™ for December 2022.
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
FEBRUARY 7, 2023
Having brought its version of financial planning to Canada in late 2020, the firm is preparing to enter the U.S. and U.K. markets.
Calculated Risk
FEBRUARY 7, 2023
From Manheim Consulting today: Wholesale Used-Vehicle Prices Increase in January Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) increased 2.5% in January compared to December. The Manheim Used Vehicle Value Index (MUVVI) rose to 224.8, down 12.8% from a year ago. January’s increase was driven in part by the seasonal adjustment.
Wealth Management
FEBRUARY 7, 2023
The Commercial Property Assessed Clean Energy program loans offer fixed-rate long-term financing at reasonable rates for projects that meet water and energy use improvement requirements.
Covisum
FEBRUARY 7, 2023
Retirement income planning is a niche market, and to provide strategic advice for your clients, you need a tech stack built with retirees in mind.
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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
FEBRUARY 7, 2023
The commission claims Joshua Coleman raised more than $200 million in loans, opening multiple lines of credit and using clients’ funds without permission.
eMoney Advisor
FEBRUARY 7, 2023
Financial planners, there is no better time than now to make a few digital connections to help expand your knowledge and advance our profession. As we celebrate the achievements and legacies of Black Americans this month, I’ve curated a list of six Black financial planners and other finance pros who have interesting stories to tell. They’re active on social networks, podcasts, and blogs that I hope you will connect with and follow.
Wealth Management
FEBRUARY 7, 2023
Creating custom portfolios for individual clients can be done with an institutional approach but there are other ways to do it.
Calculated Risk
FEBRUARY 7, 2023
From the Department of Commerce reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $67.4 billion in December , up $6.4 billion from $61.0 billion in November, revised. December exports were $250.2 billion, $2.2 billion less than November exports. December imports were $317.6 billion, $4.2 billion more than November imports. emphasis added Click on graph for larger image.
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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
FEBRUARY 7, 2023
Tips, tricks, and best practices to eliminate the angst experienced by many advisors who embark on the journey of exploration.
The Irrelevant Investor
FEBRUARY 7, 2023
Today’s Animal Spirits is brought to you by YCharts: Enter your information here to get 20% off YCharts (new clients only) On today’s show, we discuss: The retreat of the amateur investors Jim Cramer versus the world Booming job gains could fuel Fed debate over whether more is needed to corral inflation US hiring surges with January gain of 517,000 jobs Jeremy Siegel expects rate cut, stock surge in second half.
Wealth Management
FEBRUARY 7, 2023
Hudson Bay, a New York-based multi-strategy hedge fund, comprised the largest order among several institutional investors that helped Bed Bath & Beyond enter into the transaction Tuesday, said the people, who asked not to be named discussing private company information.
Alpha Architect
FEBRUARY 7, 2023
This article examines the research on gender bias and fund management. Specifically, we will focus on the gender-based attention bias. Do Investors Pay Less Attention to Women (Fund Managers)? YES was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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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.
MarketWatch
FEBRUARY 7, 2023
Bed Bath & Beyond Inc. stock BBBY slid 31% in premarket trade Tuesday, pulling back from strong gains Monday that saw it gain 92% in a move that swept up other meme stocks. The company said after the bell it plans to sell convertible preferred stock as well as warrants to purchase common shares and convertible preferred stock. The company expected to raise at least $225 million in the sale, but hoped for more than $1 billion, according to a regulatory filing.
Wealth Management
FEBRUARY 7, 2023
The absence of comparable data presents a major hurdle for examining firms’ ESG factors.
MarketWatch
FEBRUARY 7, 2023
Shares of Royal Caribbean Group RCL rose 3.1% toward a nine-month high in premarket trading Tuesday, after the cruise operator reported a fourth-quarter loss that narrowed more than forecast and provided an upbeat full-year outlook as bookings have “significantly” exceeded pre-pandemic levels. “Leisure travel strength continues as consumer spend is shifting towards experiences, with cruising remaining an attractive value proposition,” said Chief Executive Jason Liberty.
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