The Reformed Broker
DECEMBER 10, 2022
This past week we stayed at the Post Oak in Houston, one of the top ten hotels in America, supposedly 6 or 7 stars – and let me tell you, that place was opulent. More marble in one building than anywhere I’ve ever been, save for perhaps the Vatican. Billionaire hospitality guru Tilman Fertitta, the hotel’s owner, furnished this place as though he would actually live there – and he does.
Wealth Management
DECEMBER 10, 2022
Kol Chu Birke, managing principal for community and technology engagement at Commonwealth Financial Network, provides insight into how advisors can use technology to improve efficiency and build client trust.
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Mish Talk
DECEMBER 10, 2022
Target 2 balances from the ECB, numbers and caption by Mish. TARGET2 is the real-time gross settlement (RTGS) system owned and operated by the Eurosystem. The Target2 Lead Chart is courtesy of the ECB. It shows Target 2 creditor and debtor nations. Tatget2 is one of the fundamental flaws of the Eurozone. Primary Creditors and Debtors Target2 surpluses to the tune of €1.23 trillion continue to mount in Germany.
Wealth Management
DECEMBER 10, 2022
Kenton Shirk, vice president of practice management at Commonwealth Financial Network, provides insight on how practices can thrive with ensemble and enterprise models.
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Calculated Risk
DECEMBER 10, 2022
At the Calculated Risk Real Estate Newsletter this week: • Mortgage Equity Withdrawal Still Solid in Q3 • 2023 Housing Forecasts • 1st Look at Local Housing Markets in November • Q3 Update: Delinquencies, Foreclosures and REO • Black Knight Mortgage Monitor: Home Prices Declined in October; Down 3.2% since June This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
Wealth Management
DECEMBER 10, 2022
Justin Duft, vice president of advanced planning at Commonwealth Financial Network, discusses holistic strategies for deepening client relationships.
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Calculated Risk
DECEMBER 10, 2022
The key economic reports this week are November CPI and Retail Sales. For manufacturing, November Industrial Production, and the December New York and Philly Fed surveys, will be released this week. The FOMC meets this week, and the FOMC is expected to announce a 50 bp hike in the Fed Funds rate. -- Monday, December 13th -- No major economic releases scheduled. -- Tuesday, December 14th -- 6:00 AM: NFIB Small Business Optimism Index for November. 8:30 AM: The Consumer Price Index for November fr
Wealth Management
DECEMBER 10, 2022
Karen McColl, senior vice president of wealth management at Commonwealth Financial Network, says today’s clients need advisors who serve as holistic financial coaches.
Good Financial Cents
DECEMBER 10, 2022
Do you believe making money online is more fantasy than reality? It’s not – the evidence is the tens of thousands of people who are making money online from home right now. To help you make this dream a reality, we’re providing this guide of the 25 best ways to make money online from home. You can skim the table below, which lists all 25 with earning potential, skills needed, and difficulty level.
Advisor Perspectives
DECEMBER 10, 2022
Economic news—and market reactions to it—increasingly resemble a tennis game. Spectators follow the ball back and forth, thinking something will happen but usually it doesn’t.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
The Irrelevant Investor
DECEMBER 10, 2022
Articles Our brains focus on the bad, even when there is so much good (By Kyla Scanlon) Betting against rapid progress in generative AI increasingly feels like an untenable position. (By Mario Gabriele) Sam Bankman-Fried’s $30 million Bahamas penthouse looks like a dorm after the students have left for winter break. (By Zeke Faux) Despite our ever-increasing connectivity, we are more alone than ever (By Jack Raines) Sam.
Advisor Perspectives
DECEMBER 10, 2022
Ole Hansen, respected commodity strategist at Denmark’s Saxo Bank, says it’s possible once markets realize that global inflation will remain hot despite monetary tightening. I believe, as I’ve said before, that gold could climb as high as $4,000.
Random Roger's Retirement Planning
DECEMBER 10, 2022
The catalyst for this post was a poll from DIY Return Stacking Twitter. I would add that WisdomTree appears to welcome input about new funds as does Cambria. A long time ago as kind of a rumor mill sort of thing I heard that iShares created many of its post-WEBS, single country ETFs at the request of a large client. I should note, for this post I am not thinking about real world issues like approvals, tracking problems or whether the ideas could attract enough AUM to be viable.
Advisor Perspectives
DECEMBER 10, 2022
As the debate heats up over ESG investing, fixed-income professionals say they need more data than what’s currently out there.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
The Big Picture
DECEMBER 10, 2022
The weekend is here! Pour yourself a mug of Bean Box coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • North Korea Wants Dollars. It’s a Sign of Trouble : Its trade with the outside world devastated, North Korea is scrambling for American dollars and other hard currency, not just to feed its people, but also to finance Mr.
Advisor Perspectives
DECEMBER 10, 2022
Mixed news on US inflation reinforced the precariousness of the bond market’s recent gains ahead of next week’s consumer prices gauge and the Federal Reserve’s last rate decision of the year.
Abnormal Returns
DECEMBER 10, 2022
Autos Auto insurance premiums are set to rise in 2023. (axios.com) DHL is buying 2,000 electric Ford E-Transits as delivery vans. (arstechnica.com) Fully electric semis face a lot of hurdles. (axios.com) Transport More transit systems are making bus rides free. (axios.com) Europe is set to allow phone calls on planes. (washingtonpost.com) eVTOLs are nearing wide-scale production.
Advisor Perspectives
DECEMBER 10, 2022
The pay negotiation season is looking increasingly fraught this year as workers fret about 8% inflation — and their job security.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
The Big Picture
DECEMBER 10, 2022
This week, we speak with Kathleen McCarthy , the global co-head of Blackstone Real Estate. The largest owner of commercial real estate globally, Blackstone Real Estate has a $565 billion portfolio and $319 billion in investor capital under management. McCarthy previously served as Blackstone’s global chief operating officer; before joining Blackstone in 2010, she worked at Goldman Sachs.
Mr. Money Mustache
DECEMBER 10, 2022
One of the reasons I don’t write as often these days is that my life has gradually evolved into a Personal Finance Bubble. . The people around me have learned to be purposeful with their money, which means they now have plenty of savings and never have to stress about the stuff. Good ideas have naturally spread between the old group of friends, and new ones with similar values have drifted in over the years.
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