Abnormal Returns
SEPTEMBER 15, 2022
Books An excerpt from "They Knew: How a Culture of Conspiracy Keeps America Complacent" by Sarah Kendzior. (vanityfair.com) An excerpt from "How to Speak Whale: An Voyage Into the Future of Animal Communicaiton" by Tom Mustill. (hakaimagazine.com) Environment The planet is changing in a number of ways, including how it sounds. (canadiangeographic.ca) Boreal forests store a lot of carbon.
Calculated Risk
SEPTEMBER 15, 2022
From Matthew Graham at MortgageNewsDaily: Boring Day For Rates, But Not "Good" Boring The mortgage market is no stranger to excitement in 2022. Unfortunately, it hasn't been the good kind of excitement. That's especially true of the past few weeks as rates pushed back up to long term highs. After yesterday's upside surprise in the Consumer Price Index (a key inflation report that frequently causes volatility in markets), rates surged up to match the highest levels in 14 years.
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Good Financial Cents
SEPTEMBER 15, 2022
The standard message from the financial community is that Americans are woefully unprepared for retirement. That owes to several factors, one of the major ones being a lack of regular retirement savings contributions. But there may be hope for America’s children, including yours. One of the most fundamental elements of investing success is starting early and giving your money a chance to grow through compounding earnings.
NAIFA Advisor Today
SEPTEMBER 15, 2022
NAIFA’s Committee on Governance has nominated Douglas B. Massey , LUTCF, FSS, Owner of Doug Massey Financial Services in San Angelo, TX, to be the 2023 NAIFA Secretary. A current member of NAIFA’s Board of Trustees, Massey has been a loyal NAIFA member since 1987. As incoming Secretary, Massey will be in line to serve as President-Elect in 2024 and President in 2025.
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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.
FMG
SEPTEMBER 15, 2022
It’s time for another “Meet the Team” blog! And for this one, we caught up with Customer Success Coordinator, Elizabeth McArdle. When she isn’t looking for ways to better serve our clients, she loves traveling with her family, headed to the beach, crafting and a lot more! . To learn more about Elizabeth and what she does in her free time, be sure to check out our “Meet the Team” blog.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Clever Girl Finance
SEPTEMBER 15, 2022
Buying a home is an exciting prospect. It can represent a big step in your finances and a new chapter in your life. Although the home buying process is worth the effort, you’ll need to be prepared to provide proof of funds along with several other documents. But what is proof of funds? Today we will take a closer look at the process of providing proof of funds and what it is.
Wealth Management
SEPTEMBER 15, 2022
The Center for Exhibition Industry Research’s CEIR Total Index, a measure of convention business activity, was in the second quarter about 25.5 percent below 2019 levels, according to a forthcoming report shared with Bloomberg. In the first quarter, it was 37.9 percent below pre-pandemic levels.
Alpha Architect
SEPTEMBER 15, 2022
We examine the short-duration premium using pre-scheduled economic, monetary policy, and earnings announcements. We provide high-frequency evidence that duration premia associated with revisions of economic growth and interest rate expectations are consistent with asset pricing models but cannot explain the short-duration premium. Instead, we show that the trading activity of sentiment-driven investors raises prices of long-duration stocks, which lowers their expected returns, and results in the
Wealth Management
SEPTEMBER 15, 2022
Introducing the Diamond Consultants Transition Report, the first of a semi-annual review of advisor movement in the wealth management industry.
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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.
Steve Feinberg
SEPTEMBER 15, 2022
For Immediate Release September 15, 2021. We’re pleased to announce that Appletree Business Services LLC has acquired Cold Spring Business Services LLC, a provider of bookkeeping, payroll and tax services. Cold Spring owner Van Ballantyne has been a long time friend of the team at Appletree and a fellow member of the PASBA Association. Van will become part of the Appletree staff to help service clients and bring a wealth of tax knowledge.
FMG
SEPTEMBER 15, 2022
Video creation and marketing have taken a significant role in the financial field. Businesses in financial services use video for marketing, branding, and events/updates. Meaning that video can be used in a multitude of ways. Its efficiency depends on how creative you can be. In this blog post, we discuss how you can create optimized thumbnails for your videos, with best practices, our preferred platform and examples to get you started.
Wealth Management
SEPTEMBER 15, 2022
The last half-decade was not good to these funds.
Steve Feinberg
SEPTEMBER 15, 2022
For Immediate Release September 15, 2021. We’re pleased to announce that Appletree Business Services LLC has acquired Cold Spring Business Services LLC, a provider of bookkeeping, payroll and tax services. Cold Spring owner Van Ballantyne has been a long time friend of the team at Appletree and a fellow member of the PASBA Association. Van will become part of the Appletree staff to help service clients and bring a wealth of tax knowledge.
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
SEPTEMBER 15, 2022
Car depreciation rate probably isn’t the first thing that you think about when purchasing a car. In fact, it usually isn’t a concern until it's time to sell your vehicle. However, even if you are not in the market to sell your car right now, it's a good idea to know what it means in the event that you do sell. It's also smart to have a sense of how long a car will last when you buy one.
Integrity Financial Planning
SEPTEMBER 15, 2022
What are two important things that many of us have done or are doing? Raising kids and investing. We talk about what these two things have in common and the work it requires over time to become successful. The key is often having discipline. Whether in parenting, eating, or investing, discipline isn’t always easy but it is worth it. Listen to the entire episode or skip ahead using the timestamps below.
Trade Brains
SEPTEMBER 15, 2022
Top Stocks Under Rs 1000: Most people start their SIPs in India with a figure that is a multiple of Rs. 1,000. The amount might be Rs. 2,000 or Rs. 20,000 as per the income level and investing orientation of the investor. In this article, we cover such stocks trading under Rs. 1,000. Below we present five top stocks under Rs 1000 that an investor can watch out for.
Steven J. Wilson
SEPTEMBER 15, 2022
The responsibility of brand strategy varies depending on the size of the organization. In a small company, the owner or CEO may be responsible for developing and implementing the brand strategy. A brand manager or brand director will likely be responsible for this area in a larger organization. The brand strategy should be developed in […]. The post Who is responsible for brand strategy?
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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.
Calculated Risk
SEPTEMBER 15, 2022
Thursday: • At 8:30 AM: The initial weekly unemployment claims report will be released. The consensus is for an increase to 225 thousand from 222 thousand last week. • Also, at 8:30 AM ET: Retail sales for August will be released. The consensus is for a 0.2% increase in retail sales. • Also, at 8:30 AM: the Philly Fed manufacturing survey for September.
Steven J. Wilson
SEPTEMBER 15, 2022
Brand awareness consists of four levels: recognition, recall, top-of-mind, and brand preference. Each of these levels indicates a different stage in the consumer’s journey. Understanding these levels can help businesses determine what strategies to use to improve brand awareness and reach their target consumers. The Recognition Level Recognition is the first level of brand awareness […].
Wealth Management
SEPTEMBER 15, 2022
Yvon Chouinard and his family are transferring ownership of the apparel company to a trust and nonprofit instead of pursuing a sale.
Steven J. Wilson
SEPTEMBER 15, 2022
The benefits of brand awareness include the ability to build customer loyalty, create word-of-mouth marketing, and increase overall sales and profits. Brand awareness also allows businesses to attract new customers and tap into new markets. By increasing brand awareness, businesses can effectively compete against larger companies with more established brands.
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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!
Wealth Management
SEPTEMBER 15, 2022
The loan will be used to repay existing debt, fund future leasing costs and capital upgrades for wellness and lifestyle amenities.
Steven J. Wilson
SEPTEMBER 15, 2022
The difference between brand awareness and brand recognition is that brand awareness is the extent to which consumers are familiar with a particular brand, while brand recognition is the ability of consumers to identify a particular brand when they see it. Both are necessary to create a strong brand identity, but brand awareness is the […]. The post What is the difference between brand awareness and recognition?
oXYGen Financial
SEPTEMBER 15, 2022
Steven J. Wilson
SEPTEMBER 15, 2022
The best branding strategy is one that creates a strong and unique brand identity that can be easily recognizable by your target audience. It should also be a strategy that can be consistently implemented across all of your marketing channels. There are a number of different elements that go into creating a strong brand identity, […]. The post What is the best branding strategy?
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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.
Clever Girl Finance
SEPTEMBER 15, 2022
Have you ever regretted a career decision? Even the smartest people make rash decisions in their professions. Poor choices can lead to some major career mistakes. You don't want these setbacks to get in the way of your goals. So let's talk about how can level up by avoiding rash decision making so you can in turn create a career you love for yourself!
Steven J. Wilson
SEPTEMBER 15, 2022
A few factors make a brand successful, such as a strong and easily recognizable brand name, a clear brand identity, and a well-defined target audience. A successful brand also has loyal customers who are willing to spread the word about the brand to other potential customers. Additionally, a successful brand is able to adapt to […]. The post What makes a brand successful?
Aleph
SEPTEMBER 15, 2022
Graph Credit: Aleph Blog || How do you feel about 3.00%/year nominal returns over the next 10 years? That’s less yield than the 10-year T-note. Stocks always beat bonds. Stocks always beat bonds. Stocks always beat bonds. Stocks always beat bonds. Quite a mantra. And for those with a long time horizon, this is true. What I am telling you this evening is if you want that to work for you, your time horizon should be greater than ten years.
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