The Big Picture

JANUARY 4, 2024

Source: Visual Capitalist The post 60 Years of Stock Market Cycles appeared first on The Big Picture.

Marketing 286

Marketing Marketing 286

Abnormal Returns

JANUARY 4, 2024

Markets Financials and health care are leading the market. (allstarcharts.com) Mortgage spreads have come in, a little bit. (wsj.com) Companies Ark Investment Management is still (very) bullish on Tesla ($TSLA). (ft.com) How Costco ($COST) succeeds by focusing on customers and employees. (kingswell.io) Take note when companies push 'alternative metrics.

Financial Advising 203

Financial Advising Media Economy Banking 203

Wealth Management

JANUARY 4, 2024

Leadership is more than just telling people what to do; it's about inspiring people with different personalities and backgrounds to work together toward common goals.

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Abnormal Returns

JANUARY 4, 2024

AI What's at-stake in the AI revolution? (ourworldindata.org) Is it already to late to regulate AI-generated likenesses? (politico.com) Longreads The Panama Canal needs a refresh. (bloomberg.com) US Steel's ($X) history has been one of disappointment. (construction-physics.com) Is phone addiction a real thing? (theguardian.com) The story of a writer's (undiagnosed) medical nightmare.

Medical 157

Medical Planning 157

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

Advisor Perspectives

JANUARY 4, 2024

The US has yet to fully address one of the greatest weaknesses revealed by last year’s failure of Silicon Valley Bank and other regional lenders: Supervisors saw the problems, but they failed to compel action before it was too late.

Banking 111

Banking 111

Wealth Management

JANUARY 4, 2024

Explore the 2023 RIA Edge Study to gain a comprehensive understanding of the changing environment, emerging opportunities, and strategic considerations in the realm of RIA firms.

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NAIFA Advisor Today

JANUARY 4, 2024

The final 2023 issue of Advisor Today magazine is now available as a digital edition. All NAIFA members receive the printed edition of Advisor Today as an exclusive member benefit and we make the digital edition available after the print issue release. If you are not a NAIFA member, join us today !

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Wealth Management

JANUARY 4, 2024

Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla.

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A Wealth of Common Sense

JANUARY 4, 2024

Nick Sapienza joined me on the show this week to go over questions about inflation, concentrated stock positions, investing in strategies with amplified volatility, and which retirement accounts are the most important savings vehicles. Further Reading: The Evolution of Retirement 1There was even a story in the local paper where the architects of the plan defended their design.

Retirement 98

Retirement Accounting Planning Investing 98

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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

Wealth Management

JANUARY 4, 2024

Claudia Cypher Kane is the Financial Planning Association's 2024 president; she stressed the FPA would continue to push for title protection.

Financial Planning 111

Financial Planning Planning 111

The Irrelevant Investor

JANUARY 4, 2024

Today’s Compound and Friends is brought to you by Public: See here to learn more about Publics industry-leading High Yield Cash Account On today’s show, we discuss: Market breadth in 2023 Signs of a healthy market JC Parets and Joe Fahmy’s chart storm Listen here: Charts: Recommendations: Time Bomb Y2K JC Parets Twitter Site Joe Fahmy Twitter Blog Contact us at askt.

Accounting 96

Accounting Marketing Marketing 96

Wealth Management

JANUARY 4, 2024

After two years of rising interest costs hindering asset sales, owners are seizing on recent rate stability to push for portability to get deals done.

Sales 102

Sales Assets 102

Million Dollar Round Table (MDRT)

JANUARY 4, 2024

By Matt Pais, MDRT Content Specialist Most people know that feeling, whether it hits in the mid-morning, mid-afternoon or both. The energy crash — where tiredness goes up and productivity goes down. The desperate rush for coffee. Matthew James Ewonus , a seven-year MDRT member from Kelowna, British Columbia, Canada, doesn’t experience that anymore, not since transitioning five years ago to a largely meat- and dairy-free diet.

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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

Wealth Management

JANUARY 4, 2024

Greg Makowski, founding partner of $2 billion AUM CFS, relies on custodian Raymond James for much of its technology.

Investing 113

Investing Investments 113

Trade Brains

JANUARY 4, 2024

Fundamental Analysis Of Tanla Platform s: Have you ever thought about who connects you to enterprises and developers for communications or verifications? There are companies that provide communications platform as a service (CPaaS) that enable real-time communication features (like voice, video, and instant messaging) to be directly embedded into proprietary apps and software.

Planning 69

Planning Communication Certification Healthcare 69

Wealth Management

JANUARY 4, 2024

On a mission to triple assets by 2028, Savant Wealth Management scooped up 11 firms and added offices in six new states last year.

Wealth Management 103

Wealth Management Assets Management 103

Clever Girl Finance

JANUARY 4, 2024

Want to raise money-savvy kids? We’ve rounded up the best money books for kids to help you guide them into early financial literacy! Introducing money and its principles as early as possible can help tremendously ensure your kids have a bright financial future. So keep reading to learn more about the benefits of finance books for kids and our top picks!

Budgeting 67

Budgeting Banking Investing Investments 67

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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

Wealth Management

JANUARY 4, 2024

Money poured into money market funds may not be recycled back into the markets, according to investment analysts.

Investing 110

Investing Investments Marketing Marketing 110

Calculated Risk

JANUARY 4, 2024

The DOL reported : In the week ending December 30, the advance figure for seasonally adjusted initial claims was 202,000 , a decrease of 18,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 218,000 to 220,000. The 4-week moving average was 207,750, a decrease of 4,750 from the previous week's revised average.

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Wealth Management

JANUARY 4, 2024

Known as BTC DRs, the offering will give institutions access to Bitcoin securities through US regulated market infrastructure and cleared through the Depository Trust Co.

Planning 86

Planning Marketing Marketing 86

Advisor Perspectives

JANUARY 4, 2024

Themes ETFs, a new ETF sponsor, offers products that seek to provide investors with a way to own the opportunities that are shaping the future and moving markets, with expense ratios 40% cheaper than the average charged by competitor funds. The offering at Themes ETFs spans both cutting-edge technologies and traditional industries, with targeted exposure ranging from generative artificial intelligence and cybersecurity to airlines and banks.

Investing 64

Investing Investments Portfolio Management Distribution 64

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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

Wealth Management

JANUARY 4, 2024

Six tips to ensure your approach with clients elicits smiles instead of frowns.

Clients 124

Clients 124

Calculated Risk

JANUARY 4, 2024

On Friday at 8:30 AM ET, the BLS will release the employment report for December. The consensus is for 158,000 jobs added, and for the unemployment rate to increase to 3.8%. There were 199,000 jobs added in November, and the unemployment rate was at 3.7%. From Goldman Sachs: "We expect an above-consensus 190k increase in payrolls and a below-consensus 3.7% unemployment rate on Friday." • ADP Report: The ADP employment report showed 164,000 private sector jobs were added in December.

Manufacturing 61

Manufacturing Numbers 61

Wealth Management

JANUARY 4, 2024

The acquisition of Minnesota-based Ledge Wealth brings Peter Raimondi’s 5-year-old firm to nearly $5 billion in assets.

Assets 103

Assets 103

Calculated Risk

JANUARY 4, 2024

From ADP: ADP National Employment Report: Private Sector Employment Increased by 164,000 Jobs in December; Annual Pay was Up 5.4% Private sector employment increased by 164,000 jobs in December and annual pay was up 5.4 percent year-over-year, according to the December ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).

Economy 61

Economy Marketing Marketing 61

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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

Clever Girl Finance

JANUARY 4, 2024

Life insurance is one of those things that we kind of know we need, but many of us don’t want to deal with getting it right away. Sometimes, it’s hard to even think about because, for many people, the whole idea is just plain scary. However, we can’t downplay the importance of life insurance, how life insurance protects our finances and family, and how much peace of mind it can give you.

Insurance 59

Insurance Retirement Taxes Medical 59

Advisor Perspectives

JANUARY 4, 2024

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 December 2023 close.

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Calculated Risk

JANUARY 4, 2024

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 158,000 jobs added, and for the unemployment rate to increase to 3.8%.

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