The Big Picture
JULY 21, 2022
My morning train WFH reads: • Interest-Rate Pain From Higher Inflation Has Barely Begun : Stocks, houses, corporate borrowers and the federal Treasury may not be ready for a world of much higher real interest rates ( Wall Street Journal ). • A Warren Buffett Protégée Strikes Out on Her Own : Tracy Britt Cool spent a decade working closely with the renowned investor.
Abnormal Returns
JULY 21, 2022
Finance The venture fundraising slowdown is here. (institutionalinvestor.com) Andreessen Horowitz is going virtual. (a16z.com) Companies Amazon ($AMZN) is buying One Medical ($ONEM). (techcrunch.com) What Apple ($AAPL) has in mind for its health care push. (reuters.com) Global China has fined ride-hailing giant, Didi Global some $1.2 billion over 'data handling.
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The Reformed Broker
JULY 21, 2022
Final Trades: Boeing, Invitation Homes, Abbott Labs & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Abnormal Returns
JULY 21, 2022
Finance Why this era of large-scale speculation isn't going away any time soon. (ft.com) A profile of Buffett protege, Tracy Britt Cool as she builds her own investment firm, Kanbrick (nytimes.com) A profile of Sam Bankman-Fried and FTX's growing empire. (bloomberg.com) A wide-ranging Q&A with Michael Mauboussin. (manual.withcompound.com) Behavior A three-step process to better accepting feedback.
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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.
Calculated Risk
JULY 21, 2022
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released yesterday from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending July 16, 2022. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory continued to grow, rising 29% above one year ago.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JULY 21, 2022
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in June A brief excerpt: And here is a table for new listings in June. For these areas, new listings were up 4.4% YoY. Last month, new listings in these markets were up 5.9% YoY. New listings have increased over the last two months - new listing were down YoY as recently as April - but overall, we aren’t seeing a huge increase in new listings in these markets.
A Wealth of Common Sense
JULY 21, 2022
A reader asks: I’ve been buying the dip for the past couple of months in the market and feel pretty comfortable in my positions. Should I continue to buy the dip or invest in my home (ie, new fence, additional rooms/bathroom, etc.? I understand the line of thinking here but I look at the stock market and investing in your home as two separate categories when it comes to capital allocation decisions.
Wealth Management
JULY 21, 2022
The state’s Securities Division released its “Ongoing Financial Planning Guide” earlier this year to address what it said were the compliance questions raised by the increased popularity of the subscription model compared to AUM-based fees.
Clever Girl Finance
JULY 21, 2022
Transforming your relationship with money can influence almost every part of your life. This is because your relationship with money goes beyond receiving a paycheck or paying bills. It is about how you think and feel about money , and how those thoughts and feelings contribute to how you use money. There are even different money personalities , which makes your relationship with money unique.
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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.
Calculated Risk
JULY 21, 2022
The DOL reported : In the week ending July 16, the advance figure for seasonally adjusted initial claims was 251,000 , an increase of 7,000 from the previous week's unrevised level of 244,000. The 4-week moving average was 240,500, an increase of 4,500 from the previous week's revised average. The previous week's average was revised up by 250 from 235,750 to 236,000. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
Alpha Architect
JULY 21, 2022
Using multiple short sale measures, we examine the predictive power of short sales for future stock returns in 38 countries from July 2006 to December 2014. We find that the days-to-cover ratio and the utilization ratio measures have the most robust predictive power for future stock returns in the global capital market. Our results display significant cross-country and cross-firm differences in the predictive power of alternative short sale measures.
Wealth Management
JULY 21, 2022
Title protection, which is supported by 78% of FPA members, would create minimum standards for the use of the term "financial planner.
Million Dollar Round Table (MDRT)
JULY 21, 2022
By Laura H. Mattia, Ph.D., CFP While the journey through grief and widowhood is unique to each widow, it will likely progress through four stages of transition. The following are the four stages and what you should focus on to help her through her journey: 1. Preparation is where she has time to get her financial life in order and brace for what she knows is about to happen.
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
JULY 21, 2022
Blackstone posts a loss in the second quarter amid market uncertainty, reports The Wall Street Journal. COVID-19, economic doubts continue to cast a long shadow over the office sector. These are among today’s must reads from around the commercial real estate industry.
James Hendries
JULY 21, 2022
Dear Valued Investor, Markets rarely give us clear skies, and there are always threats to watch for on the horizon. But the right preparation, context, and support can help us navigate what lies ahead. So far, this year hasn’t seen a full-blown crisis like 2008- 2009 or 2020, but the ride has been very bumpy. We may not be flying into a storm, but there’s been plenty of turbulence.
Wealth Management
JULY 21, 2022
AI-enabled digital assistant and educational platform provider CogniCor announces partnership with Sequoia Financial Group through Schwab's Managed Account Marketplace.
NAIFA Advisor Today
JULY 21, 2022
Humanity can survive anything. We’ve seen our economy sink and soar, our communities fight against disease, and despite the circumstances, find hope to carry on—not only carry on but thrive enough to build the world as we experience it today. Our families experienced The Great Depression, and you may have witnessed firsthand the impact of the 2008 financial crisis.
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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
JULY 21, 2022
Energy tenants are beginning to enter expansion mode. But facing new hybrid schedules and higher rents, they are taking less space than before.
Mullooly Asset Management
JULY 21, 2022
A recent horror story came out about how over 1 million teachers have been misled about the amount of fees they’ve been paying in their retirement accounts. In this week’s podcast, Tom and Casey discuss what other options teachers have and what steps they should take to ensure they are doing what’s best for their […] A recent horror story came out about how over 1 million teachers have been misled about the amount of fees they’ve been paying in their retirement accounts.
Wealth Management
JULY 21, 2022
In the latest RIA Deal Book, DeVoe & Company sees resiliency in mergers and acquisitions activity.
Calculated Risk
JULY 21, 2022
From the National Multifamily Housing Council (NMHC): Higher Interest Rates Begin to Impact Multifamily Apartment sales volume fell while both equity and debt financing became more costly, according to the National Multifamily Housing Council’s Quarterly Survey of Apartment Market Conditions for July 2022. However, demand in most markets was still strong relative to supply.
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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
JULY 21, 2022
Wednesday, August 17, 2022 | 2:00 PM ET
Good Financial Cents
JULY 21, 2022
Investing your money can be one of the most important decisions you make in your life. Choosing the right stockbroker for the job is an essential part of that decision. To help you pick the right broker, we provide this guide to the 11 best online stockbrokers of 2022. Since each works a little bit differently, you should be able to find the right broker for your investment style and preferences.
The Big Picture
JULY 21, 2022
Go to your favorite website, flip on the TV or radio, pick up a newspaper (!) and you will hear one word come up repeatedly: Uncertainty. “There’s more uncertainty than ever.”. There is uncertainty everywhere! There is a lot of uncertainty over the state of the stock market – Is the bear market over? Is this rally for real? How much worse can this get?
James Hendries
JULY 21, 2022
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. We may not be flying into a storm, but there’s been plenty of volatility the first part of 2022.
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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.
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