Nerd's Eye View

JUNE 20, 2023

Welcome back to the 338th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Tony Hixon. Tony is the Co-founder and COO for Hixon Zuercher Capital Management, an independent RIA based in Findlay, Ohio, that oversees more than $300 million in assets under management for nearly 330 client households. What's unique about Tony's journey, is how the tragic death of his mother just 6 months after she retired, made Tony realize that even though retirees may be prepared fin

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Retirement Clients Financial Advisor Financial Planning 236

Abnormal Returns

JUNE 20, 2023

Strategy Warren Buffett's advice on active vs. passive investing is clear. (monevator.com) Every investor makes mistakes. What comes next matters. (investingmotherlode.com) What the CIA can teach investors. (behaviouralinvestment.com) Crypto A new exchange backed by Citadel, Fidelity and Charles Schwab ($SCHW) has launched. (wsj.com) FTX's legal, consulting and financial services providers are raking it in.

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Financial Advising Financial Services Consulting Media 194

The Reformed Broker

JUNE 20, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Rude Awakening – “If second half growth doesn’t re-accelerate as expected, investors are in for a rude awakening” ►Everything is Up – “Check yourself.

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Investing Investments Marketing Marketing 169

A Wealth of Common Sense

JUNE 20, 2023

To be a successful investor you need to possess a number of different traits. You need to understand how math, statistics and probabilities work. You need to understand corporations and the global economy generally function over the long haul. You need an understanding of how the different asset classes behave from a risk and reward perspective. You also need a deep understanding of financial market history from booms to.

Financial Advice 137

Financial Advice Math Economy Numbers 137

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 Reformed Broker

JUNE 20, 2023

Final Trades: Lennar, Shake Shack, Health Care & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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Wealth Management

JUNE 20, 2023

Integrated is launching the new insurance business largely due to recent changes in tax and estate planning regulations. Peter Kaplan, a former First American Insurance Underwriters vice president, will lead it.

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Insurance Estate Planning Taxes Planning 106

Calculated Risk

JUNE 20, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.49% in May The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 2 basis points from 0.51% of servicers’ portfolio volume in the prior month to 0.49% as of May 31, 2023. According to MBA’s estimate, 245,000 homeowners are in forbearance plans.

Portfolio 98

Portfolio Numbers Planning Marketing 98

Wealth Management

JUNE 20, 2023

Fresh off its SEC registration approval, Ategenos, launched by former Brinker Capital executives in May, has also gone live with its new discretionary investment management portfolios.

Investing 102

Investing Investments Portfolio Management 102

MarketWatch

JUNE 20, 2023

Alphabet Inc.’s GOOGLGOOG Google has started discussions with Indian suppliers about assembling its Pixel phones to extend its manufacturing beyond China, according to a Bloomberg report on Tuesday. Google has talked with Lava International, Dixon Technologies India and Foxconn Technology Group’s Indian unit Bharat FIH, the report said, citing people with knowledge of the matter.

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Manufacturing Marketing Marketing 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

JUNE 20, 2023

The office sector continues to suffer as companies struggle to bring more workers back in on a more permanent basis. Bell Partners has raised a $1.3 billion new fund with a value-add strategy aimed at U.S. apartment buildings, reported Bloomberg. These are among today’s must reads from around the commercial real estate industry.

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Nationwide Financial

JUNE 20, 2023

After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans in response to rising inflation, high interest rates, and an uncertain economic environment. Our Advisor Authority survey , powered by the Nationwide Retirement Institute®, revealed that one in four pre-retirees said they plan to retire later than anticipated, while another 15% are unsure if they will be able to retire at all.

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Retirement Economics Planning Retirement Planning 97

Wealth Management

JUNE 20, 2023

Ballast Rock Group’s Simon O’Shea shares insights on the launch of the firm's new SEC registered broker/dealer and why it felt the move was necessary.

License 103

License 103

The Irrelevant Investor

JUNE 20, 2023

Today’s Animal Spirits is brought to you by J.P. Morgan: See here for more information on JEPQ, J.P. Morgan’s Nasdaq Equity Premium Income ETF. On today’s show, we discuss: Boomers Got Hooked on Stocks. Now They Can’t Let Go. Global inequality at lowest level in nearly 150 years Instant Pot’s Slower Sales Tip Gadget Maker Into Bankruptcy Why Are Houses So Expensive?

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Sales 77

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

JUNE 20, 2023

AEW Capital Management's Michael Acton describes what he sees happening within the current real estate market and how investors could benefit.

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Marketing Marketing Management 103

MarketWatch

JUNE 20, 2023

Shares of Rivian Automotive Inc. RIVN rallied 2.8% in premarket trading Tuesday, after the electric vehicle maker announced an agreement that will allow drivers of Rivian EVs access to Tesla Inc.’s TSLA Supercharger network. Tesla’s stock gained 0.5% toward a nine-month high ahead of the open, Rivian said an adapter will be available to allow Rivian EVs to charge on Tesla’s charging network as early as the spring of 2024, and will incorporate Tesla’s North American Charging Standard (NACS) charg

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Marketing Marketing 76

Wealth Management

JUNE 20, 2023

Technical indicators such as the Relative Strength Index often exert outsized influence over investors at times when caution is warranted.

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Marketing Marketing 94

MarketWatch

JUNE 20, 2023

Hunter Biden, son of President Joe Biden, has made a tentative deal with federal prosecutors to plead guilty to two misdemeanor tax charges and admit to the facts of a gun charge, according to multiple published reports. The plea deal is expected to include terms that likely would allow him to avoid jail time. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move.

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Taxes Marketing Marketing 76

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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

JUNE 20, 2023

Miramar Capital Founder Max Wasserman discusses what the recent Fed actions and comments mean for investors.

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MarketWatch

JUNE 20, 2023

U.S. shares of Alibaba Group Holding Ltd. dropped Tuesday following a surprise management shake-up, but one analyst views the development as a positive overall. Alibaba ADRs dropped as much as 5.2% to $87.32 in Tuesday trading. The Chinese e-commerce giant said Joseph Tsai would take over as chairman, and that Eddie Yongming Wu will become chief executive on Sept. 10.

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Management Government Marketing Marketing 75

Wealth Management

JUNE 20, 2023

After a tepid start to 2023, nearly $102 billion has flowed into equity exchange-traded funds so far this year, compared to $93 billion for fixed-income ETFs.

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Marketing Marketing 88

MarketWatch

JUNE 20, 2023

U.S. stocks closed lower on Tuesday, the first day of trading after the long federal Juneteenth holiday. The Dow Jones Industrial Average DJIA fell about 245 points, or 0.7%, ending near 34,053, while the S&P 500 index SPX closed about 0.5% lower and the Nasdaq Composite Index COMP shed 0.2%, according to preliminary FactSet figures. Stocks were lower to start the week, after the S&P 500 on Friday booked a fifth straight week of gains and stocks recently touched their highest level in more than

Marketing 75

Marketing Marketing 75

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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

JUNE 20, 2023

Julius Baer’s Lifestyle Index ranks the world’s 25 most expensive cities by analyzing residential property, cars, business class flights, business school, degustation dinners and other luxuries.

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MarketWatch

JUNE 20, 2023

Electronic Arts Inc. EA shares were little changed in the extended session Tuesday after the videogame publisher appointed a new financial chief with the announced departure of Chris Suh. EA shares were down 0.1% after hours, following a 1.8% decline to close at $126.41. In a filing with the Securities and Exchange Commission late Tuesday, EA appointed Stuart Canfield CFO effective immediately, with Suh scheduled to depart EA on June 30.

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Electronics Commission Marketing Marketing 75

Million Dollar Round Table (MDRT)

JUNE 20, 2023

By Bryce Sanders It has always been difficult finding new clients. With cold calling, for example, how many calls does it take to reach a live person? Once you get someone on the phone, how many do you need to reach before someone will listen and have a conversation? How long does it take before they agree to meet? Now think about leads and referrals.

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Financial Advisor Clients Marketing Marketing 69

MarketWatch

JUNE 20, 2023

Shares of home builders were broadly higher Tuesday, with a number of them trading in record territory, after data showing a strong and surprising increase in the construction of new homes. The iShares U.S. Home Construction exchange-traded fund ITB climbed 0.8% toward a 17-month high in midday trading, with 36 of 48 equity components gaining ground.

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Numbers Marketing Marketing 75

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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

Wealth Management

JUNE 20, 2023

Our future selves is the biggest obstacle to more engagement in 401(k) plans.

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Planning 103

MarketWatch

JUNE 20, 2023

PayPal Holding Inc. PYPL has struck an arrangement with KKR through which KKR-managed funds and accounts will buy up to €40 billion of PayPal’s buy-now-pay-later receivables originated in several European countries, the companies said Tuesday. The deal is expected to close in the second half of the year and initially generate about $1.8 billion in net proceeds that PayPal will use to return cash to shareholders and for general corporate purposes.

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Accounting Portfolio Management Marketing 74

Wealth Management

JUNE 20, 2023

But pursuing these premiums is not a free lunch.

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Retirement 119