The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets. Previously, she was CIO at the Employees’ Retirement System of the State of Hawaii, and managing director in the quantitative strategies group at the Maryland State Retirement Age

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Assets Management Asset Allocation Risk Management 294

Abnormal Returns

SEPTEMBER 16, 2023

EVs Inadequate charging infrastructure is holding back EV adoption in the U.S. (npr.org) The U.S. is going to lag in lithium production for the foreseeable future. (msn.com) Energy What's preventing us from generating more geothermal power? (vox.com) Methane emissions from oil and gas wells are worse than reported. (bnnbloomberg.ca) Can solar power work without wind?

Medicine 223

Medicine Food Financial Advising Media 223

The Reformed Broker

SEPTEMBER 16, 2023

We had Rob Arnott on The Compound and Friends this week live at Future Proof! We discussed lessons from the tech bubble, smart beta, big tech valuations, Tesla and Nvidia, how AI might impact markets and the economy, and much more! You can watch the new TCAF below or listen as a podcast. Podcast version: And if you haven’t subscribed yet, don’t wait.

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Valuation Economy Marketing Marketing 177

Indigo Marketing Agency

SEPTEMBER 16, 2023

In the ever-evolving landscape of financial advisory, staying ahead means continually innovating your content marketing. Among the plethora of platforms available, LinkedIn has emerged as a goldmine for financial advisors seeking to promote their services and engage with potential clients. The secret weapon? LinkedIn Documents. In this guide, we’ll show you how to harness the power of LinkedIn Documents and unveil eight game-changing tactics to connect with top-tier clients.

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Marketing Marketing Education Clients 97

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

The Irrelevant Investor

SEPTEMBER 16, 2023

Articles These dreams can’t die, even if thousands of dreamers do on the way. (By Packy McCormick) Throughout every new era of technology, investors have always been eager to back the so-called “picks and shovels” of the moment. (By Seth Rosenberg) You are what you read (By Tony Isola) There are two types of risk when investing (By Ben Carlson) If you can appreciate the past, live in the present, and plan for the fu.

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Planning Investing Investments 89

Advisor Perspectives

SEPTEMBER 16, 2023

If held until the bond is redeemed (either by call or maturity), the annual yield earned for the life of a bond is known upfront at the time of purchase. Knowing the return on an investment upfront makes long-term financial planning a much easier task.

Financial Planning 59

Financial Planning Planning Investing Investments 59

Calculated Risk

SEPTEMBER 16, 2023

At the Calculated Risk Real Estate Newsletter this week: • Q2 Update: Delinquencies, Foreclosures and REO • Part 1: Current State of the Housing Market; Overview for mid-September • Part 2: Current State of the Housing Market; Overview for mid-September • 3rd Look at Local Housing Markets in August • 2nd Look at Local Housing Markets in August This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

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Marketing Marketing 55

Advisor Perspectives

SEPTEMBER 16, 2023

Municipals posted negative total returns amid rising interest rates. Issuance exceeded tempered expectations, while demand waned as performance struggled.

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NAIFA Advisor Today

SEPTEMBER 16, 2023

NAIFA has not been sitting idle as the Department of Labor made moves to propose a new fiduciary rule. In anticipation of the rulemaking, NAIFA helped the National Conference of Insurance Legislators (NCOIL) draft a resolution that opposes the DOL's new fiduciary rule as unnecessary and likely harmful to consumers. The resolution, which NCOIL adopted in July after NAIFA testified at the Conference's 2023 Summer Meeting, states: "NCOIL urges the DOL to refrain from further rulemaking that would r

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Insurance 52

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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

Advisor Perspectives

SEPTEMBER 16, 2023

A host of Wall Street funds have minted profits riding the recent crypto fever after Grayscale Investments LLC snagged a big win over America’s top financial watchdog in its bid to create a US Bitcoin ETF.

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Investing Investments 52

Trade Brains

SEPTEMBER 16, 2023

How To Diversify Your Investment Portfolio : “Don’t put all the eggs in one basket” is a piece of standard investment advice most of us have received if we are investing in the stock market. But have you ever thought of what is the logic behind this advice in the practical sense? Yes, it is all about the diversification of investments. In this blog on how to diversify your investment portfolio in India let us dig deeper into the topic of diversification to find out why it is done, what the merit

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Portfolio Investing Investments Assets 69

Advisor Perspectives

SEPTEMBER 16, 2023

Federal Reserve Chairman Jerome Powell and his colleagues are likely to shy away from signaling that they’re done raising interest rates when they meet next week.

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Calculated Risk

SEPTEMBER 16, 2023

The key reports this week are August Housing Starts and Existing Home sales. The FOMC meets this week and no change to policy is expected. -- Monday, September 18th -- 10:00 AM: The September NAHB homebuilder survey. The consensus is for a reading of 50, unchanged from 50 in August. Any number above 50 indicates that more builders view sales conditions as good than poor. -- Tuesday, September 19th -- 8:30 AM: Housing Starts for August.

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Sales Manufacturing Economics Numbers 61

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

SEPTEMBER 16, 2023

Last week the World Gold Council reported that central banks continued to add to their global gold reserves during the month of July. The World Gold Council also highlighted that China, Poland and Turkey were among the countries that were the largest buyers of gold during the month.

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Banking 52

The Big Picture

SEPTEMBER 16, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How Sam Bankman-Fried’s Elite Parents Enabled His Crypto Empire : Joseph Bankman and Barbara Fried, both renowned Stanford scholars, opened doors for their son and provided a halo effect for his company. ( Businessweek ) • Bernard Arnault Built a Luxury Empire on ‘Desirability.

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Retirement Numbers Management Investing 152

Advisor Perspectives

SEPTEMBER 16, 2023

Some investment trends seem obvious — people are watching more streaming movies, consumers like shopping online, and more people are buying electric cars. So why don’t these ETFs always work?

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Investing Investments 52

Advisor Perspectives

SEPTEMBER 16, 2023

Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.

Economy 52

Economy Economics Investing Investments 52

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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

Advisor Perspectives

SEPTEMBER 16, 2023

Although US bond yields are well above their lows of the past decade, it’s always a good idea to think globally.

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