The Big Picture
MAY 21, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The War on Poverty Is Over. Rich People Won. The sociologist Matthew Desmond believes that being poor is different in the U.S. than in other rich countries. How is poverty different in America than in its peer countries? Matthew Desmond: We have more of it. We have double the child-poverty rate of Germany and South Korea.
Abnormal Returns
MAY 21, 2023
Top clicks this week 10 things we get rid of as we age. (physicianonfire.com) Money buys independence: the 16 levels of wealth. (collabfund.com) People looking to buy a house right now have three options. (awealthofcommonsense.com) A big wealth transfer is under way in the U.S. (nytimes.com) Copper prices have rolled over. (allstarcharts.com) What does it really cost to own a home?
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Wealth Management
MAY 21, 2023
The portfolio of the future will be crafted around exposure to public versus private markets, according to speakers at the Wealth Management EDGE conference.
Abnormal Returns
MAY 21, 2023
Markets Ten bad market takes including 'Recession is inevitable?' (ritholtz.com) 10 charts this week including the surge in Nvidia ($NVDA). (bilello.blog) Strategy Why so many Americans think their house is the best investment. (awealthofcommonsense.com) Every investment plan needs some room for error. (humbledollar.com) Finance How much bigger can JP Morgan Chase ($JPM) get?
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
MAY 21, 2023
During a panel at the WealthManagement EDGE conference, the head of Mango Digital Strategies worried CEOs of crypto exchanges may opt to move to international locations trying to position themselves as crypto hubs.
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Wealth Management
MAY 21, 2023
Like it did with non-traded REITs, Blackstone forged a path by launching a large business development company. Other sponsors are following suit.
Million Dollar Round Table (MDRT)
MAY 21, 2023
By Jeffrey Scott, CFP, ChFC We sell an intangible asset that is nothing more than a promise to pay a particular amount at a specific point in time. We must convince our clients of the importance of life insurance in their individual lives. Here’s how we can do that. The client value proposition Most people can state what they do in their jobs, but very few people can tell you what they believe.
Wealth Management
MAY 21, 2023
Mike Durso spoke with Louis Diamond at RIA Edge about leaving Morgan Stanley to launch an RIA with support from Dynasty Financial Partners.
The Irrelevant Investor
MAY 21, 2023
On today’s special edition of Animal Spirits, we are joined by Ramit Sethi to discuss his new Netflix Show, How to Get Rich. On today’s show, we discuss: How to live a rich life Spending money on important things Ramits Netflix expereince Personal finance in early education Figuring out what a rich life means to you Relationships and money Biggest surprise about filming a show Listen here: Charts: Follow.
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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.
Calculated Risk
MAY 21, 2023
The first graph below shows the mix of sales since 1976 (Blue is cars, Red is light trucks and SUVs) through April 2023. Click on graph for larger image. The mix has changed significantly. Back in 1976, most light vehicles were passenger cars - however passenger car sales have trended down over time. Note that the big dips in sales are related to economic recessions (early '80s, early '90s, the Great Recession of 2007 through mid-2009 and the pandemic in 2020).
The Irrelevant Investor
MAY 21, 2023
Today’s Talk Your Book is presented by GLASfunds: On today’s show, we are joined by Brett Hillard, CIO of GLASfunds to discuss revolutionizing the alternative investment process for advisors. On today’s show, we discuss: The GLASfunds origin story Issues advisors have investing in privates and alts The fund manager due diligence process How the GLASfund fee works for advisors Getting advisors comfortable with.
oXYGen Financial
MAY 21, 2023
Trade Brains
MAY 21, 2023
Best Large Cap Stocks Under Rs 100 : The most thrilling experience, understood globally, is getting more for less. More value, less expense. More quality, less price. And in terms of investments, more quantity, less price. Not to mention affordability, making it more appealing to more investors. What are investors’ options when they want to invest in established companies, without breaking the bank for each share?
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.
Calculated Risk
MAY 21, 2023
Weekend: • Schedule for Week of May 21, 2023 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 8 and DOW futures are down 58 (fair value). Oil prices were up over the last week with WTI futures at $71.55 per barrel and Brent at $75.58 per barrel. A year ago, WTI was at $113, and Brent was at $114 - so WTI oil prices are down about 37% year-over-year.
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