The Big Picture
JANUARY 2, 2023
Merry Christmas, Happy New Year, and all the rest of the seasonal glad tidings for you and yours in 2023. Before we roll up our sleeves and start to engage in the serious business of managing risk in the capital markets, I wanted to share a story that is more in keeping with the spirits of the season. I ran track in high school. My father’s advice when I joined the team was: Find the fastest guy on the team and keep up with him.
Nerd's Eye View
JANUARY 2, 2023
Welcome to the January 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Envestnet has decided to enter the RIA custodial business through a partnership with Australian bank FNZ to white-label what was once the State Street RIA custodial platform of many years ago –
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Abnormal Returns
JANUARY 2, 2023
Podcasts Michael Kitces talks with Carl Richards about building a career in financial advice. (kitces.com) Jamie Hopkins & Ana Trujillo Limón talk with Dave Yeske, CFP, founder and Managing Director of YeskeBuie about the role of emotions in financial planning. (carsongroup.com) Insights from a year's worth of 'The Human Side of Money' with Brendan Frazier.
The Irrelevant Investor
JANUARY 2, 2023
Market predictions are silly. We all learned this a long time ago. But that doesn’t mean they’re completely worthless. Even though forecasts are almost always wrong, they can be entertaining and educational. That’s all I’m trying to do with this post. Entertain and educate. Needless to say, but I have to say it anyway, nothing in this list is investment advice.
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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.
Pragmatic Capitalism
JANUARY 2, 2023
Here are some of my favorite posts from 2022.
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
JANUARY 2, 2023
Earlier this year I looked at the worst years ever for the U.S. stock market. Well, things didn’t get much better from there. Here’s the updated list: This past year’s 18.1% loss was the 7th worst loss since the 1920s.1 The bond market also had one of its worst years in history. It was easily the worst year ever for the Bloomberg Aggregate Bond Market Index, which dates back to 1976.
Advisor Perspectives
JANUARY 2, 2023
I’m looking over my previous “trends” article, published at this time a year ago, and some of my ”fearless predictions” were outlandish then but now seem ordinary. That means I did something right.
Financial Symmetry
JANUARY 2, 2023
Do you have a mapped-out plan for your future? Do you know the best steps to take to achieve your goals? Financial Planning could be the answer. In a world where 75% of Americans are winging it when it comes … Continued. The post The Importance of Financial Planning appeared first on Financial Symmetry, Inc.
Leading Advisor
JANUARY 2, 2023
In our fast-paced, ever-evolving world, it can be easy to lose sight of what really matters. Ikigai can help you bring more meaning and purpose into your life. The post <strong>How To Recession Proof Your Business With Ikigai</strong> appeared first on Leading Advisor - Simon Reilly.
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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
JANUARY 2, 2023
Today, in the Real Estate Newsletter: Question #9 for 2023: What will happen with house prices in 2023? A brief excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on my blog).
Good Financial Cents
JANUARY 2, 2023
You can only work so many hours per day, so if you want to build wealth, you will need to make money while you sleep. For this to happen, you must find ways to generate passive income. Unfortunately, earning passive income can seem overwhelming as it often requires a lot of money or effort upfront to see any returns. Thankfully, there are many passive income apps you can use to create new sources of income on top of your nine-to-five, so you can have money coming in even when you’re not working.
Clever Girl Finance
JANUARY 2, 2023
How many times have you heard that hard work is the key to success? Probably a lot, and it's true! Hard work is key to success, and it's for a variety of different reasons. But before we dive into our reasons why being hardworking is the key to success, let's talk about why it matters! Why does working hard even matter? Well, simply said, hard work leads to success.
XY Planning Network
JANUARY 2, 2023
7.5 MIN READ. Last summer I hit my five-year anniversary as a team member at XY Planning Network. That means a couple of things, like holy cow time flies, but more importantly, it means it’s time for a sabbatical. XY Planning Network offers team members a one-month sabbatical at their five-year work anniversary, in addition to required vacation time.
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.
Clever Girl Finance
JANUARY 2, 2023
How often do you look at your to-do list and feel like there’s simply not enough time for everything ? If you’re anything like me — and most other people — it probably happens pretty often. And one of the biggest reasons this happens is not having clear priorities in life. Priorities help you decide what’s really important, making it easier to manage your time and get rid of unnecessary stress and overwhelm.
Wealth Management
JANUARY 2, 2023
Not many multifamily investors are eager to take out acquisition or refinancing loans right now.
FMG
JANUARY 2, 2023
Webinars provide a great opportunity for advisors to create high-quality content while promoting their brands and services. And because webinars require no additional overhead costs, once produced and hosted, this particular strategy is incredibly cost-effective. A webinar should not be thought of as a sales process. Rather, it is about providing value to current and prospective clients.
Calculated Risk
JANUARY 2, 2023
Weekend: • Schedule for Week of January 1, 2023 Tuesday: • At 8:00 AM ET, Corelogic House Price index for November. • At 10:00 AM: Construction Spending for November. The consensus is for a 0.4% decrease in construction spending. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 8, and DOW futures are up 75 (fair value). Oil prices were mixed over the last week with WTI futures at $80.26 per barrel and Brent at $85.91 per barrel.
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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.
Trade Brains
JANUARY 2, 2023
Indian Stock Market Holidays : India is a culturally diverse country. Many festivals are celebrated here. As a result, there are national holidays, public holidays, and holidays for festivals. The stock exchanges are open on all weekdays and remain closed on Saturdays, Sundays, and a few of these holidays. They release circulars and notifications to give more details regarding the holidays, whenever required.
Don Connelly & Associates
JANUARY 2, 2023
No doubt you remember the last car you purchased. If you're like most people, you spent hours, days, maybe months researching, comparing prices, features and specs. You knew what you wanted but were hesitant to pull the trigger. Ultimately, it wasn't the gas mileage, sporty interior, or five-year bumper-to-bumper manufacturer's warranty that moved you to action.
Advisor Perspectives
JANUARY 2, 2023
Billionaire philanthropist Chuck Feeney is credited with saying, “I want the last check I write to bounce.” While that is ideal, it’s unrealistic. Or is it?
Andrew Thrasher
JANUARY 2, 2023
Happy New Year! I have the great honor to be one of two speakers at the upcoming CFA Society of Indianapolis Forecast Symposium later this month.
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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!
Integrity Financial Planning
JANUARY 2, 2023
Approaching 60 is an exciting time. Not only does it come with more wisdom and thrill for a new chapter of life, but it also presents important financial decisions that can affect your life in retirement. If you are turning 59.5 this year, you will become eligible to withdraw from your retirement accounts without penalty. This birthday, and possibly 3 other birthdays that affect your retirement accounts, presents an opportunity to rethink your finances and live a new life.
Calculated Risk
JANUARY 2, 2023
Altos reports inventory is down 3.4% week-over-week and down 15.0% from the peak on October 28, 2022. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of December 30th, inventory was at 491 thousand (7-day average), compared to 508 thousand the prior week. Inventory has declined sharply over the holidays. The second graph shows the seasonal pattern for active single-family inventory since 2015.
The Big Picture
JANUARY 2, 2023
My back-to-work morning train WFH reads: • 22 Things That Made the World a Better Place in 2022 : From spinal implants that allow paralyzed people to walk to smashing an asteroid off course with a rocket, this wasn’t just a year of negative headlines. ( Wired ). • For U.S. Stocks, 2022 Is a Year With Almost No Record Highs : The S&P 500 finishes 2022 with just one record close, the lowest tally since 2012. ( Wall Street Journal ) see also The Year the Long Stock Market Rally Ended : How fas
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