The Big Picture
SEPTEMBER 6, 2023
In 2016, I wrote about the novelist and screenwriter William Goldman, and his delightful book, “ Adventures in the Screen Trade.” He is the Academy award-winning scriptwriter who penned such classics as “Butch Cassidy and the Sundance Kid” (1969), “All the President’s Men” (1976), “Marathon Man” (1974), and the cult-favorite “The Princess Bride (1973).
Abnormal Returns
SEPTEMBER 6, 2023
Podcasts Khe Hy talks building long term wealth with Adam Katz. (podcasts.apple.com) Eric Newcomer talks with Rey Flemings, the CEO of the YC-backed startup Myria which serves the ultra-wealthy. (newcomer.co) Morgan Housel talks about the lifecycle of greed and fear. (open.spotify.com) Justin Peters talks with Jesse Cramer about the importance of getting a raise, especially early in your career.
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Nerd's Eye View
SEPTEMBER 6, 2023
Financial advisory clients are routinely concerned about lurking threats to their hard-earned wealth in the form of a large unforeseen judgment on a liability claim. While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth. However, while some protection options come with a high cost (that might not be practical for non-HNW clients), asset protection can come in many forms, so
Abnormal Returns
SEPTEMBER 6, 2023
Rates Higher starting rates make bonds more attractive. (morningstar.com) How investors should think about their bond allocations. (awealthofcommonsense.com) Bonds aren't boring any more. (quietwealth.com) Equities Small value stocks are even cheaper than normal. (blog.validea.com) China's stock market is cheap, but is it investable? (wsj.com) Money management Wealth management is a growth business.
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.
The Big Picture
SEPTEMBER 6, 2023
My mid-week morning train WFH reads: • How BYD snatched Tesla’s crown : BYD dominates the Chinese EV market. Now it’s coming for the world. ( Rest of World ) • The incredible American consumer : The biggest driver of the surprisingly resilient US economy has been the ability and willingness of Americans to shrug off the bad vibes and buy “everything that isn’t nailed down”, as Chris Rupkey puts it.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Meb Faber Research
SEPTEMBER 6, 2023
Episode #498: Liz Ann Sonders on The State of the Markets Guest: Liz Ann Sonders is the Chief Investment Strategist of Charles Schwab. She has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor. Recorded: 8/16/2023 | Run-Time: 57:07 Summary: In today’s episode, Liz Ann starts […] The post Episode #498: Liz Ann Sonders on The State of the Markets appeared first on Meb Faber Research - Stock
The Irrelevant Investor
SEPTEMBER 6, 2023
One of the gripes investors had with the stock market during the ZIRP era was that every stock moved together. Fundamental analysis wasn’t rewarded because buying sent everything higher, and selling sent everything lower. This isn’t exactly true, but it’s not exactly wrong either. During the early part of the last decade, as we were coming out of the Great Financial Crisis, the money printing machine was.
Wealth Management
SEPTEMBER 6, 2023
Too many firms were failing to consider and offer lower-cost or lower-risk alternatives to the non-traded products, or other complex offerings like private placements, according to a new report from state regulators.
Advisor Perspectives
SEPTEMBER 6, 2023
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $14,122 for an annualized real return of 6.92%.
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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 6, 2023
A report by the Institute on Taxation and Economic Policy suggests two proposals for raising the SALT deduction cap would benefit high-income earners.
Advisor Perspectives
SEPTEMBER 6, 2023
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the August 31, 2023 close.
Wealth Management
SEPTEMBER 6, 2023
Modern Wealth has completed a 4th acquisition after establishing its first anchor offices just weeks after its PE-backed April launch.
Advisor Perspectives
SEPTEMBER 6, 2023
As multi-asset income investors, we seek to help a wide range of clients meet their income needs. The benefits of an income-centric approach are especially relevant for investors as they enter retirement – and that’s especially true today. We bring that to life with two case studies.
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 6, 2023
Lazetta Braxton, co-CEO of 2050 Wealth Partners discusses how she is structuring her firm to serve the investor of the future.
MainStreet Financial Planning
SEPTEMBER 6, 2023
You can’t control mortgage rates, but there is plenty you can control about your home purchase! Are you like me feeling like you missed the boat on buying a home when mortgage rates were lower? Well, here is a little history lesson on mortgage rates that hopefully makes you feel better! In August, mortgage rates hit a 20 year high, but rates are not at their highest.
Advisor Perspectives
SEPTEMBER 6, 2023
Investors believe that U.S. government debt is risk free. Why shouldn't they? Every economic and financial textbook, media outlet, and bond guru says so.
Wealth Management
SEPTEMBER 6, 2023
The IRS pushed back the date when higher earners will have to direct some contributions to a Roth account, giving employers time to adjust.
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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.
A Wealth of Common Sense
SEPTEMBER 6, 2023
Today’s Animal Spirits is brought to you by the Compound Network and Quartr: See here for Josh’s post on ten million downloads! See here for more information on the latest earnings updates from Quartr! And lastly, Amazon Prime Members: see here for a year of free Grubhub+: You’ll get free delivery fees on orders over $12 Exclusive deals and promotions 5% back on pickup orders On today’s show, w.
Wealth Management
SEPTEMBER 6, 2023
How should an advisor think about transition dollars when evaluating a potential firm or model?
XY Planning Network
SEPTEMBER 6, 2023
Every year at XYPN LIVE we have a one-of-a-kind Exhibit Day. But what makes it so special? Peeling back the curtain on what advisors are adopting, outsourcing, and leveraging is one of our goals of the one-day Exhibit Day format. Because finding (and integrating) the right solutions for your firm is a pain point whether you have a firm of 1 or 100. We're not interested in wasting your time—that's why we've done the research for you and only invited the tech and solutions that are backing our mis
Wealth Management
SEPTEMBER 6, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
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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!
Trade Brains
SEPTEMBER 6, 2023
China is back in the spotlight again after COVID-19 spread, which presumably began in the Chinese city of Wuhan, where the outbreak is widely believed to have started! ? First – Xi Jinping will ‘Not’ be attending the G20 summit this time in Delhi, with no reason given. ?️ Second – China has officially released its 2023 “standard map” edition, which shows Arunachal Pradesh and Aksai Chin as part of China. ?
Wealth Management
SEPTEMBER 6, 2023
More than 40 new ETFs were introduced to the market last month.
Advisor Perspectives
SEPTEMBER 6, 2023
The S&P 500 real monthly averages of daily closes peaked in November of 2021 and 2022 was a bear market. Let's examine the past to broaden our understanding of the range of historical trends in market performance.
Wealth Management
SEPTEMBER 6, 2023
Collaborative advisors set the stage for a client’s informed decision.
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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.
Advisor Perspectives
SEPTEMBER 6, 2023
The August US services purchasing managers' index (PMI) conducted by S&P Global came in at 50.5, which was just below the 51.0 forecast. The latest reading keeps the index in expansion territory for the seventh straight month, but represents the weakest growth over that time frame.
Wealth Management
SEPTEMBER 6, 2023
Unwanted items in an estate aren’t necessary a bunch of junk.
Advisor Perspectives
SEPTEMBER 6, 2023
The Institute of Supply Management (ISM) has released its August services purchasing managers' index (PMI). The headline composite index is at 54.5, which was above the forecast of 52.5. The latest reading marks the eighth straight month the index has been expansion territory.
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