The Big Picture

JULY 19, 2023

My mid-week morning train WFH reads: • Is Rolex a Non-Profit? Answers to Your Burning Questions About the Rolex Watch Company. ( Teddy ) • Jerome Powell’s Prized Labor Market Is Back. Can He Keep It? The Federal Reserve chair spent the early pandemic bemoaning the loss of a strong job market. It roared back — and now its fate is in his hands. ( New York Times ) see also Powell Will Find Much to Love in Retail Sales Letdown : The latest report landed with a mixed reception.

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Meb Faber Research

JULY 19, 2023

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals. Known for his website on asset allocation and portfolio theory, Efficient Frontier, Bill is also a co-principal in the money management […] The post Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing appeared first on Meb

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The Big Picture

JULY 19, 2023

On today’s show I join Downtown Josh Brown to discuss my recent piece “ A Dozen Contrarian Thoughts About Inflation.” Source: YouTube Previously : A Dozen Contrarian Thoughts About Inflation (July 13, 2023) The post 12 Things Everyone Got Wrong About Inflation appeared first on The Big Picture.

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Brown Advisory

JULY 19, 2023

The Equity Beat: Would ‘AI’ By Any Other Name Smell As Sweet? bgregorio Wed, 07/19/2023 - 13:41 The famous adage from arguably Shakespeare’s most popular play is the backdrop of our journey this month. Juliet, of the House of Capulet, falls in love with Romeo, a member of the House of Montague, with which the Capulets have a blood feud. Juliet’s profound proclamation that Romeo’s name is just a label suggests the importance of a person or thing is the way it is; not because of what it is called.

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Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

Wealth Management

JULY 19, 2023

Maria Castillo Dominguez discusses her journey from a small Spanish town to becoming a senior financial planner with a major advisory firm in the U.S., and how her faith and family helped her get there.

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Calculated Risk

JULY 19, 2023

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: AIA/Deltek Architecture Billings Index Stable in June Architecture firms reported flat billings in June, according to the latest Architecture Billings Index (ABI) from the American Institute of Architects (AIA) and Deltek. The ABI score of 50.1 for the month indicates that billings at architecture firms remained steady as design activity continues to slowly recover from roiled economi

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Wealth Management

JULY 19, 2023

Charles A. Redd discusses the Uniform Trust Code’s framework that allows interested parties who can’t participate in trust transactions to have their concerns addressed.

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A Wealth of Common Sense

JULY 19, 2023

Today’s Animal Spirits is brought to you by Argent Capital: See more information here for Argent Capitals Mid Cap Strategy On today’s show, we discuss: The stock market’s up big this year — but not because of earnings growth Investors Are Bailing on Cathie Wood’s Popular ARK Fund Pay Raises Are Finally Beating Inflation After Two Years of Falling Behind Europeans Are Becoming Poorer.

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Wealth Management

JULY 19, 2023

Elizabeth Miller, the founder and president of Summit Place Financial Advisors is the 2024 CFP Board Chair-elect, set to take leadership for a year in 2025.

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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.

Banking

Good Financial Cents

JULY 19, 2023

Certificates of Deposit (CDs) work similarly to online savings accounts or money market accounts in terms of offering great returns with zero risk. The difference is, CDs “lock your money up” for a specified period of time. To access your funds before the term ends, you’ll have to pay a penalty. Although CDs offer less liquidity than a regular checking account or savings account, you might get a higher rate of return with this financial product.

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Wealth Management

JULY 19, 2023

Stung in recent months by the regional banking crisis and downgraded credit rating, the company still beat industry projections Tuesday.

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Advisor Perspectives

JULY 19, 2023

Should you be concerned? How can you compete with “free”?

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Wealth Management

JULY 19, 2023

Abby Salameh explains how CAIS addresses two of advisors’ biggest problems with alternative investments.

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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.

Financial Advice

Advisor Perspectives

JULY 19, 2023

A high probability for an El Niño event in the second half of 2023 brings concerns of extreme weather, persistent inflation, supply chain disruptions, and market volatility.

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Marketing Marketing 52

Wealth Management

JULY 19, 2023

David A. Handler and Alison E. Lothes highlight the most important tax developments of the past month.

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Validea

JULY 19, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — When is the last time you heard an expert on a business channel talk about the power of compounding over time? And yet, it might be the most important concept in investing and growing one’s wealth. Yes, the returns you generate are important, but for most investors, average to below-average returns are likely due to a myriad of factors.

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Wealth Management

JULY 19, 2023

A new opinion addresses how attorneys should meet ethical requirements for client confidentiality.

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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.

Banking

Validea

JULY 19, 2023

Jack Bogle, the founder of Vanguard, was most well-known for popularizing three principles: 1) on the whole, funds keep with the indexes until their costs are paid, then they lag behind; 2) given the unpredictability of fund returns, don’t bother trying to pick winners; and 3) long-term success is more likely due to lower costs than managers’ skill.

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Wealth Management

JULY 19, 2023

Moore v. United States involves a challenge to new tax code regarding untaxed foreign earnings.

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Validea

JULY 19, 2023

With a forecasted 70% chance of a 25-basis point hike at this month’s Fed meeting and the ongoing tech rally, it might be time to focus on picking individual stocks instead of investing in sectors. That’s the advice from billionaire investor Mario Gabelli, well-known for “loving unloved U.S. stocks” in an interview with Fox Business Network. As the Chairman and CEO of Gamco Investors, they create grids to track various stocks on management skill, profitability, and other fundamentals to choose w

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Wealth Management

JULY 19, 2023

Martin M. Shenkman and Joy Matak discuss how to assess a trust’s exposure to state taxes.

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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!

Accounting

Validea

JULY 19, 2023

Introducing “Validea’s Stock Screen of the Week,” a series on the Validea YouTube Channel. Join us as we explore the strategies of renowned investors such as Warren Buffett, Peter Lynch, Ben Graham and many others. Each week, we’ll showcase Validea’s Guru Stock Screener, a tool that applies the wisdom of these investment legends and other fundamental strategies to assist in new investment idea generation.

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Wealth Management

JULY 19, 2023

Current options in planning with retirement benefits for the youngest beneficiaries.

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Validea

JULY 19, 2023

Jack Bogle, founder of Vanguard, was famously averse to non-U.S. stocks, since most large U.S. companies get much of their revenue from doing business overseas. And indeed, over the past few decades, U.S. equities have trounced overseas stocks. But over the past year, non-U.S. stocks have performed a bit better than U.S. stocks, making the argument that investors should consider diversifying overseas, contends an article in Morningstar.

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Wealth Management

JULY 19, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

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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.

Communication

Advisor Perspectives

JULY 19, 2023

VettaFi’s vice chairman Tom Lydon discussed the Consumer Discretionary Select Sector SPDR® Fund (XLY) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.

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Wealth Management

JULY 19, 2023

Courts must apply a new formula-based system for alimony payments in Florida.

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Financial Symmetry

JULY 19, 2023

Markets have continued a strong rebound through the second quarter of 2023. In this quarter’s market update, we talk through some lessons to take from it. Click on the video below to watch our 2nd quarter 2023 market update. Past … Continued The post Market Update Q2 2023 appeared first on Financial Symmetry, Inc.

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