Wealth Management

FEBRUARY 2, 2023

What to focus on when working with Gen X prospects and clients.

Clients 290

Clients 290

The Big Picture

FEBRUARY 2, 2023

My morning train WFH reads: • How Extreme Bets Fueled an $11.4 Billion Fortune : A look inside BlueCrest reveals Michael Platt’s many acts — including outsize returns and some harrowing losses. ( Bloomberg ) • Stock, Bond and Crypto Investors Call Fed’s Bluff on Interest Rates : Many are skeptical as central bank says battle against inflation isn’t over. ( Wall Street Journal ) see also Wall Street: We Want Lower Rates.

Valuation 276

Valuation Banking Assets Investing 276

Wealth Management

FEBRUARY 2, 2023

One of New York City’s largest commercial real estate owners had to write down the value of its portfolio by $600 million, reports Bisnow. The U.S. market saw the delivery of a record amount of new industrial space last year, according to Commercial Edge. These are among today’s must reads from around the commercial real estate industry.

Portfolio 286

Portfolio Marketing Marketing 286

Calculated Risk

FEBRUARY 2, 2023

Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 3.8% Below Peak; Price-to-rent index is 6.1% below recent peak Excerpt: It has been 17 years since the bubble peak. In the November Case-Shiller house price index released on Tuesday, the seasonally adjusted National Index (SA), was reported as being 61% above the bubble peak in 2006.

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252

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Clients

Wealth Management

FEBRUARY 2, 2023

Treating the highly unlikely as impossible is a mistake.

Economics 264

Economics 264

The Reformed Broker

FEBRUARY 2, 2023

Final Trades: Uber, Palo Alto, Albemarle & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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246

Calculated Risk

FEBRUARY 2, 2023

The DOL reported : In the week ending January 28, the advance figure for seasonally adjusted initial claims was 183,000 , a decrease of 3,000 from the previous week's unrevised level of 186,000. The 4-week moving average was 191,750, a decrease of 5,750 from the previous week's unrevised average of 197,500. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.

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237

Wealth Management

FEBRUARY 2, 2023

Sanctuary’s board has named former Ladenburg Thalmann executive, and Sanctuary board member, Adam Malamed to lead the firm. Dickson has no further role at the company, according to executives.

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263

Abnormal Returns

FEBRUARY 2, 2023

Books Insights from Bent Flyvbjerg's new book “How Big Things Get Done: The Surprising Factors That Determine the Fate of Every Project, from Home Renovations to Space Exploration and Everything In Between.” (wsj.com) Insights from Dacher Keltner's new book "Awe: The New Science of Everyday Wonder and How It Can Transform Your Life." (noemamag.com) Technology Why AR/VR seems to be getting pushed farther into the future.

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237

Wealth Management

FEBRUARY 2, 2023

The president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices, and shares his unique perspective and advice on M&A, independence, business ownership and more.

Wealth Management 261

Wealth Management Management 261

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.

Management

Calculated Risk

FEBRUARY 2, 2023

On Friday at 8:30 AM ET, the BLS will release the employment report for January. The consensus is for 185,000 jobs added, and for the unemployment rate to increase to 3.6%. There were 223,000 jobs added in December, and the unemployment rate was at 3.5%. From BofA economists: "Nonfarm payrolls likely rose by 225k in January, little changed from the December increase.

Numbers 230

Numbers Manufacturing Education 230

Wealth Management

FEBRUARY 2, 2023

Investors are still flooding the Treasury Direct website despite the recent rebound for stocks.

Sales 162

Sales 162

Calculated Risk

FEBRUARY 2, 2023

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Employment Report for December. The consensus is for 185,000 jobs added, and for the unemployment rate to increase to 3.6%. • At 10:00 AM, ISM Services Index for January.

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147

Wealth Management

FEBRUARY 2, 2023

If a sale to private equity firm Clayton, Dubilier & Rice is approved at $53/share, Focus will cease to be a publicly-traded company.

Sales 162

Sales 162

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.

Numbers

Abnormal Returns

FEBRUARY 2, 2023

Markets The expected return to a 60/40 portfolio strategy rose throughout 2022. (morningstar.com) European stocks have been underperforming the U.S. since the GFC. Some signs that things are changing. (ft.com) Strategy Some questions to ask when an investment seems too good to be true. (ritholtz.com) Insights from Lee Freeman-Shore's "The Art of Execution: How the world's best investors get it wrong and still make millions.

Financial Advising 130

Financial Advising Media Retirement Economy 130

Wealth Management

FEBRUARY 2, 2023

As much of the world barrels back to post-Covid normalcy, Canada’s second-largest city is struggling to recover. Its office vacancy rate has soared to 16%, according to CBRE Group Inc.

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147

Clever Girl Finance

FEBRUARY 2, 2023

When we think of someone being rich vs wealthy, we might think it’s the same thing but it’s not. For some reason, the words rich and wealthy are often incorrectly used to describe the same thing. The two words might seem like synonyms, but they are completely different. It’s hard to spot the difference, but being rich and being wealthy are not equal.

Assets 124

Assets Accounting Investing Investments 124

Wealth Management

FEBRUARY 2, 2023

A rash of new proposals by US states reveal the folly of tax-the-rich schemes, which are wasteful, damaging to the economy and almost impossible to execute fairly.

Taxes 147

Taxes Economy 147

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.

Accounting

Million Dollar Round Table (MDRT)

FEBRUARY 2, 2023

By Patrick McGowan, MBA Being on video and watching videos is today’s business norm. A recent survey showed 76% of consumers watched a video before making a purchase. Social media influencers promote products and services and share self-improvement ideas through video-based storytelling. You log in to video meetings daily with prospects and customers.

Marketing 119

Marketing Marketing Media Clients 119

Wealth Management

FEBRUARY 2, 2023

People in dire need of funds shouldn’t have to pay a 10% fee to tap their own savings.

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130

Advisor Perspectives

FEBRUARY 2, 2023

Blackstone Inc.’s $69 billion real estate trust hit a monthly redemption limit in January, as the firm’s crown jewel continues to wrestle with a line of investors seeking to get money out.

105

105

Wealth Management

FEBRUARY 2, 2023

The funds offer socially conscious strategies that target US and international equities and fixed income.

130

130

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Accounting

A Wealth of Common Sense

FEBRUARY 2, 2023

A reader asks: Without getting into the politics of throwing the U.S. government into default the threat is very real. How bout a discussion of how should retirees position themselves to protect their portfolio? Us old guys don’t have years to recover from a political sabotage of the markets and the economy. You know old folks read and listen to your stuff too!

Portfolio 105

Portfolio Government Economy Marketing 105

Wealth Management

FEBRUARY 2, 2023

Tuesday, February 28, 2023 | 4:00 PM ET

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113

Alpha Architect

FEBRUARY 2, 2023

Partial exposure to domestic equities. Partial exposure to international equities. No exposure to REITs. Partial exposure to commodities. No exposure to intermediate-term bonds. DIY Trend-Following Allocations: February 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 104

Asset Allocation Assets 104

MarketWatch

FEBRUARY 2, 2023

The Dow Jones Industrial Average's selloff, in the face of a big rally in the broader stock market, is mostly the fault of one company's stock. UnitedHealth Group Inc. shares tumbled 5.7% in afternoon trading, in the wake of lower-than-expected Medicare Advantage rates proposed in 2024. The health insurer's stock price drop of $28.41, which would be the second-biggest in its history behind only the record $47.00 selloff on March 16, 2020, was shaving about 187 points off the Dow's price.

Marketing 98

Marketing Marketing Insurance Numbers 98

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Sales

Clever Girl Finance

FEBRUARY 2, 2023

Amongst today's economic climate, low-income families face tremendous challenges. One of the biggest obstacles is living in fear that a minor accident or one missed day of work will plummet a family into poverty. Financial instability is something that thousands of families face. Statistics of low-income families Low income is often an umbrella term, but what does it mean?

Government 96

Government Food Budgeting Education 96

MarketWatch

FEBRUARY 2, 2023

President Joe Biden on Thursday said Brian Deese, who heads the White House's National Economic Council, is departing. Biden said in a statement that he's grateful to Deese's family "for letting us borrow Brian" and he knows "they're excited to welcome him home." Lael Brainard, the vice chair of the Federal Reserve, has emerged as a contender to take Deese's job, though others are also under consideration.

Economics 97

Economics Marketing Marketing 97

Elevating Your Business

FEBRUARY 2, 2023

65. Productize Your Services It's easier to sell a product you can see, right? Start by productizing your services. It's not consulting or coaching. it's a program called Book MORE Clients. Include images of the thin books (vs. promoting an ebook or report) and images of CD (for all the different video trainings involved), etc. The post 251 Small Business Marketing Tips in a Bad Economy appeared first on Female Financial Advisor Coach.

Economy 93

Economy Marketing Marketing Financial Advisor 93

MarketWatch

FEBRUARY 2, 2023

The Nasdaq posted its best day of gains since November on Thursday, as stock-market bulls cheered the Federal Reserve's decision a day before to raise interest rates by a smaller 25 basis point increment and embraced hints that a pause in rate hikes could be coming in a few months. The S&P 500 index rose about 1.5%, while the Nasdaq Composite Index jumped 3.3%, its best daily percentage gain since Nov. 30, according to Dow Jones Market Index.

Marketing 96

Marketing Marketing 96

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Accounting