The Big Picture
SEPTEMBER 8, 2022
Barry Ritholtz, Ritholtz Wealth Management Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, discusses global shocks impacting market volatility (Source: Bloomberg). Hard for an Individual to Beat the Collective. Source: Bloomberg. The post Tough to Beat the Market appeared first on The Big Picture.
Nerd's Eye View
SEPTEMBER 8, 2022
For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client. However, the advice given to clients is not always the only useful offering provided, as the process through which financial advisors deliver their advice can also be an important part of their value proposition.
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Abnormal Returns
SEPTEMBER 8, 2022
Books An excerpt from "Survival of the Richest: Escape Fantasies of the Tech Billionaires" by Douglas Rushkoff. (theguardian.com) An excerpt from "Birds and Us: A 12,000-Year History From Cave Art to Conservation" by Tim Birkhead. (smithsonianmag.com) Environment The battle over access to Colorado's rivers is getting heated. (nytimes.com) Hunting invasive species is increasingly a sport.
The Reformed Broker
SEPTEMBER 8, 2022
Final Trades: Mativ, Air Products, Volkswagen & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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.
Wealth Management
SEPTEMBER 8, 2022
Development in affordable housing projects has taken a hit as financing costs have increased, reports The Wall Street Journal. New York lifted its mask mandate on public transportation. These are among today’s must reads from around the commercial real estate industry.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
SEPTEMBER 8, 2022
As liquid alternative investment products become increasingly accessible and market conditions shake confidence in the standard 60/40 allocation model, WealthManagement.com asked a variety of boots-on-the-ground advisors how they view alternative investing under the new paradigm. Here’s what they said.
Carson Wealth
SEPTEMBER 8, 2022
Ryan Yamada, CFP ® , Senior Wealth Planner. We’ve all heard the conventional wisdom about claiming Social Security: you should wait as long as you can before claiming your benefit. Wait right up to age 70, if possible. After all, that’s when you would get the greatest monthly benefit. But that may not be the right move for some. What if I told you that, in some cases, taking your benefit as soon as you are eligible is the most ideal thing to do?
Wealth Management
SEPTEMBER 8, 2022
The proceedings centered on investors harmed by Horizon Private Equity III, an alleged Ponzi scheme concocted by a former Oppenheimer advisor.
Calculated Risk
SEPTEMBER 8, 2022
Today, in the Calculated Risk Real Estate Newsletter: Homebuilder Comments in August: Increased Incentives Helping Sales A brief excerpt: Here are some interesting homebuilder comments from around the country. In August, builders have cut prices and increased incentives. And cycle times are improving with less demand. Homebuilder comments courtesy of Rick Palacios Jr. , Director of Research at John Burns Real Estate Consulting (a must follow for housing on twitter!
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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.
Wealth Management
SEPTEMBER 8, 2022
The diversity represented at the decision-making table is a different imperative than filling lower-level seats simply to check a box in the name of a mission statement.
Alpha Architect
SEPTEMBER 8, 2022
Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads. Global Factor Performance: September 2022 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
SEPTEMBER 8, 2022
Overall, nearly 40 new ETFs came to the market in the past month.
Meb Faber Research
SEPTEMBER 8, 2022
Episode #441: Marlena Lee, DFA – Value, Fama & Weathering Bear Markets Guest: Marlena Lee is the Global Head of Investment Solutions for Dimensional Fund Advisors. Lee worked as a teaching assistant for Nobel laureate Eugene Fama and earned a PhD in finance and an MBA from the Chicago Booth School of Business. Date […]. The post Episode #441: Marlena Lee, DFA – Value, Fama & Weathering Bear Markets appeared first on Meb Faber Research - Stock Market and Investing Blog.
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.
Wealth Management
SEPTEMBER 8, 2022
Meant to minimize shortfall risk, the system has been in development for almost a decade.
Nationwide Financial
SEPTEMBER 8, 2022
Key Takeaways: Annuity living benefit riders can provide a consistent income stream to clients in retirement. Distributions from the annuity with a living benefit rider will be taxed differently depending on the type of account and whether or not the benefit requires annuitization. Certain types of living benefit riders, commonly called withdrawal benefits, do not require annuitization.
Wealth Management
SEPTEMBER 8, 2022
Murphy also said he is confident New Jersey won’t have to put more taxpayer money into the American Dream megamall project in order for it to survive. “I’m confident to say that I think this thing is turning the corner,” Murphy said.
Validea
SEPTEMBER 8, 2022
We have looked at a variety of different investing strategies so far in our Show Us Your Portfolio series. We have talked to investors who use factor-based approaches. We have talked to investors who use trend following and managed futures. We have talked to investors who use passive approaches. But regardless of the approach any of us use in our personal portfolios, we can often lose sight of what we are actually trying to achieve.
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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.
Wealth Management
SEPTEMBER 8, 2022
The funds will invest in equity securities that exclude certain categories, such as gambling, adult entertainment and chemical weapons.
Validea
SEPTEMBER 8, 2022
Federal Reserve Chair Jerome Powell has abandoned his goal of a “soft landing” and is engineering something that could be much more difficult for the economy, according to an article in Bloomberg. The Fed’s new goal is to combat inflation by slowing down growth, leading to what economists dub a “growth recession” where unemployment rises and growth stagnates for an extended period of time.
Wealth Management
SEPTEMBER 8, 2022
The UK-based movie theater chain, which draws most of its revenues from the US after the acquisition of Regal Cinemas in 2018, filed for Chapter 11 protection on Wednesday.
Validea
SEPTEMBER 8, 2022
Out of the almost 190 companies that stopped paying dividends to their shareholders in 2020, at the height of the pandemic, 72 have yet to start paying them again, including big names such as Disney and Boeing, reports an article in The Wall Street Journal. With a possible recession looming, those companies are now contemplating whether or not to continue holding off on paying out, or if their cash reserves would be better served by lowering their debt or with stock buybacks.
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SEI
SEPTEMBER 8, 2022
CTA IAS Growthlab meet our reps. lsmith. Thu, 09/08/2022 - 18:06. Contact us. No Image or Icon. Our business development representatives are ready to help you. Connect with us.
Validea
SEPTEMBER 8, 2022
Minneapolis Fed President Neil Kashkari told Bloomberg that he was “happy to see” the reaction to Jerome Powell’s speech at the Fed’s annual retreat in Jackson Hole, in an interview on Bloomberg’s Odd Lots podcast. That reaction was a steep market drop in the wake of the speech, indicating investors are starting to comprehend the Fed’s battle to get inflation back to 2%.
Wealth Management
SEPTEMBER 8, 2022
Watch as David Armstrong, editor-in-chief, Wealthmanagement.com, and Marian Macindoe, Head of ESG Stewardship, Parnassus Investments, discuss why investors should care about ESG Stewardship and how she predicts it will evolve over time.
Validea
SEPTEMBER 8, 2022
2022’s second quarter saw a record high for global dividends, after payouts that were delayed by the pandemic rebounded, reports an article in Barron’s. According to the most recent version of the Janus Henderson Global Dividend Index, which tracks payouts from 1200 companies around the globe, dividends shot up to $545 billion or 11.3%. That’s an all-time record.
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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.
Calculated Risk
SEPTEMBER 8, 2022
Friday: • At 12:00 PM ET, Q2 Flow of Funds Accounts of the United States from the Federal Reserve. On COVID (focus on hospitalizations and deaths): COVID Metrics Now Week Ago Goal New Cases per Day 2 70,488 86,852 ?5,000 1 Hospitalized 2 29,359 31,574 ?3,000 1 Deaths per Day 2 313 436 ?50 1 1 my goals to stop daily posts, 2 7-day average for Cases, Currently Hospitalized, and Deaths ??
Wealthfront
SEPTEMBER 8, 2022
When it comes to your savings, account fees are a bad thing. Fees can eat away at your wealth over time and are essentially negative earnings. Unfortunately, many financial institutions charge a broad range of fees on checking, savings, and cash accounts. They do this for two main reasons: one, according to our estimate, banks need […]. The post What Fees Do Banks Charge and How Can I Avoid Them?
Mullooly Asset Management
SEPTEMBER 8, 2022
In this week’s video, Casey discusses different ideas for where to put your short-term money. We get asked all the time, “I’ve got this money at the bank earning nothing. What should I do with it?” There are always trade-offs being made when you put your dollars anywhere. Are you more concerned with return on […].
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