The Big Picture

FEBRUARY 10, 2023

I get too many emails. So much so that I had to set up separate email addresses for things like subscriptions, etc. I am impressed with the overall quality of Substacks I receive; I have a few favorites that I never miss. But it hass become too easy to add another, and they all it piled up in my inbox, looking a little too much like homework. It recently got worse: I have noticed how many of my subscription emails in the inbox (see above) are now Substacks.

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Media Management 271

The Reformed Broker

FEBRUARY 10, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Brian Belski, and Downtown Josh Brown discuss earnings season, recession fears, market sectors, PE expansion out of a bear market, small cap stocks, consumer staples, Bob Iger getting things done, Microsoft vs Google, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

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Marketing Marketing 243

Abnormal Returns

FEBRUARY 10, 2023

Business Barry Ritholtz talks with WIlliam Cohan author of "Power Failure: The Rise and Fall of an American Icon." (ritholtz.com) Patrick O'Shaughnessy talks with Jeff Green who is the CEO and co-founder of The Trade Desk ($TTD). (joincolossus.com) Howard Lindzon discusses the origin story of StockTwits. (howardlindzon.com) Food and drink Derek Thompson talks with Deen Shaker about the rise (and fall) of fake meat in America.

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Media Food 229

Nerd's Eye View

FEBRUARY 10, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that according to CFP Board leaders, “everything is on the table” when it comes to the organization’s announced competency standards review. Among others, one notable item that could be reviewed is the current certification requirement that a candidate must have attained at least a bachelor’s degree, which some observers have suggested

Financial Planner 202

Financial Planner CFP Certification Retirement Planning 202

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Accounting

Abnormal Returns

FEBRUARY 10, 2023

Strategy A look at long term, 10, 20, 30 year, stock market returns. (awealthofcommonsense.com) How paradigm shifts happen in markets. (mrzepczynski.blogspot.com) Finance A couple of deals this week highlight a thaw in the IPO market. (cnbc.com) How much headway can startups make in the corporate credit card space? (thebasispoint.com) Big banks are struck with their trading businesses.

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Planning Financial Advising Startup Media 191

A Wealth of Common Sense

FEBRUARY 10, 2023

John Burns shared a great chart recently that shows how new homes priced below $200,000 have gone from more than 40% of the market in 2010 to 0% today: At the same time, sales of homes going for half a million dollars or more has shot up from less than 10% to nearly 40% of the new homes market. I understand why first-time homebuyers are so angry. This isn’t great for all of the millennials out there looking to buy.

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Sales Marketing Marketing 113

MarketWatch

FEBRUARY 10, 2023

Ailing home-goods retailer Bed Bath & Beyond Inc. BBBY will shut down its several-dozen stores in Canada, after concluding that it doesn’t have the resources to shore up both its business there and in the U.S., the Wall Street Journal reported on Friday. The chain had sought protection for the stores in Canada under the Canadian equivalent of chapter 11 bankruptcy, the Journal said.

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Retail Marketing Marketing 98

Brown Advisory

FEBRUARY 10, 2023

Equity Beat: Will January Set the Course For 2023? mhannan Fri, 02/10/2023 - 13:13 Let’s face it, folks: one month is just a speck of dust in relation to the multi-century history of the stock market. In fact, we tend to measure the performance of our internal strategies over three, five and ten-year periods, and sometimes even longer. Still, I would be remiss not to highlight an unexpectedly positive January to start the year, and perhaps even set the course for equity markets in 2023.

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Clients Economy Investing Investments 98

MarketWatch

FEBRUARY 10, 2023

President Joe Biden plans to visit Poland on Feb. 20-22, White House press secretary Karine Jean-Pierre said Friday. As part of that trip, she said Biden will "deliver remarks ahead of the one-year anniversary of Russia's brutal and unprovoked invasion of Ukraine, addressing how the United States has rallied the world to support the people of Ukraine as they defend their freedom and democracy -- and how we will continue to stand with the people of Ukraine for as long as it takes.

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Planning 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

Calculated Risk

FEBRUARY 10, 2023

The first graph shows the unemployment rate by four levels of education (all groups are 25 years and older) through January 2023. Note: This is an update to a post from a few years ago. Unfortunately, this data only goes back to 1992 and includes only three recessions (the stock / tech bust in 2001, and the housing bust/financial crisis, and the 2020 pandemic).

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Education 98

MarketWatch

FEBRUARY 10, 2023

U.S. stocks opened lower Friday, as investors await data on consumer sentiment and inflation expectations as well as remarks from Federal Reserve officials. The Dow Jones Industrial Average dipped slightly soon after the opening bell before trading about flat, while the S&P 500 was down 0.2% and the Nasdaq Composite dropped 0.5%, according to FactSet data, at last check.

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Marketing Marketing 98

Integrity Financial Planning

FEBRUARY 10, 2023

When it comes to passing on your wealth to your family, it is important to know the best ways to manage the process. An estimated 90% of wealthy families lose their wealth by the third generation, so if you are planning on leaving behind assets to your family, knowing the unique risks to the affluent investor and considering strategies to maintain your wealth within your family can be very beneficial. [1] However, wealth transfer is not just for the wealthy; it’s for everyone with something to l

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Estate Planning Communication Education Financial Planning 95

MarketWatch

FEBRUARY 10, 2023

The Japanese yen surged by nearly 0.8% against the dollar on Friday, after a report in the Nikkei financial newspaper reported an academic was to be appointed for the top job at the Bank of Japan.In an unexpected move, the central bank plans to appoint economist and former BOJ policy board member Kazuo Ueda to replace Gov. Haruhiko Kuroda, the Nikkei reported, citing sources.

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Financial Services Banking Government Planning 98

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

Integrity Financial Planning

FEBRUARY 10, 2023

We’re already into 2023, which means there will be many new television series and seasons to keep us occupied in the new year. But before we all get fixated on something shiny and new, you might want to catch up on these wonderful shows. Netflix’s Dead to Me It’s no secret that streaming services are taking over, so it seems fitting that Netflix’s original series Dead to Me is at the top of the list.

Financial Planning 94

Financial Planning Budgeting Government Planning 94

Wealth Management

FEBRUARY 10, 2023

A federal court found New York-based Adam Belardino guilty of embezzlement and defrauding several investors, as well as employees at his firm in a series of schemes.

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Advisor Perspectives

FEBRUARY 10, 2023

The asset management industry is infected with buzzwords. Nowhere is that more obvious than in technology. Advisors are confronted with an array of labels like innovation, disruption, AI and deep learning. My guest is here to explain how providers of thematic technology ETFs are abusing industry buzzwords. You will learn how to inspect an ETF to prevent being victimized by “techwashing” – throwing buzzword labels on investment products with the goal of improving their marketing

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Assets Management Investing Investments 92

Wealth Management

FEBRUARY 10, 2023

A federal court found New York-based Adam Belardino guilty of embezzlement and defrauding several investors, as well as employees at his firm in a series of schemes.

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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

Clever Girl Finance

FEBRUARY 10, 2023

It’s natural to worry and stress over things that happen, whether related to our relationships, career, or personal finances. When things aren’t happening the way we want them to, we often worry and stress over things that just simply aren’t in our control. Thankfully, there’s another way, and it's called trusting the process. But what does it mean to trust the process?

Budgeting 81

Budgeting Planning Investing Investments 81

Wealth Management

FEBRUARY 10, 2023

Opto lands partnership with Merchant Investment Management for private markets access, while Pontera and IMTC announce new relationships.

Investing 95

Investing Investments Management Marketing 95

Alpha Architect

FEBRUARY 10, 2023

Given that valuations provide information on equity returns, it should not be surprising to learn that valuation spreads provide information on future factor premiums. <strong>Factor Returns and the Information in Valuation Spreads</strong> was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Valuation Investing Investments 77

Wealth Management

FEBRUARY 10, 2023

Hightower and Wealth Enhancement Group added AUM this week, and new executives were named at Arkadios Capital and Kornitzer Capital Management.

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Management 87

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Management

Advisor Perspectives

FEBRUARY 10, 2023

The February preliminary report came in at 66.4, up 1.5 (2.3%) from the January final. Investing.com had forecast 65.0. Since its beginning in 1978, consumer sentiment is 22% below its average reading (arithmetic mean) and 21% below its geometric mean.

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Wealth Management

FEBRUARY 10, 2023

Much like with clients' physical health, providing ongoing and preventative care to their finances helps improve their lives.

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Clients 92

MarketWatch

FEBRUARY 10, 2023

Shares of Tesla Inc. TSLA were suffering a rare loss in premarket trading Friday, as a lower close would only be the second decline in 16 sessions. The electric vehicle maker’s stock was down 2.2% ahead of the open, after running up 24.4% amid an 8-day win streak through Thursday, and after soaring 63.0% over a 15-day stretch in which it gained 14 times.

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Marketing Marketing 75

Leading Advisor

FEBRUARY 10, 2023

Don’t you love it when you invest in personal development investment creates an ROI in a matter of days. Laura and I have been investing… The post What Is Your ROI On Personal Development? appeared first on Leading Advisor - Simon Reilly.

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Investing Investments 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

MarketWatch

FEBRUARY 10, 2023

Baker Hughes BKR on Friday reported that the number of active U.S. rigs drilling for oil rose by 10 to 609 this week. That followed declines in each of the three previous weeks. Last week, data showed the number of oil rigs fell by 10. The total active U.S. rig count, which includes those drilling for natural gas, also climbed by 2 to 761, according to Baker Hughes.

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Numbers Marketing Marketing 75

Wealth Management

FEBRUARY 10, 2023

The CEO and co-founder of Lumiant talks about what is driving innovation around advice engagement.

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MarketWatch

FEBRUARY 10, 2023

Shares of Newell Brands Inc. NWL dove 10.3% in premarket trading Friday, after the consumer goods company, with brands including Rubbermaid, Sharpie, Paper Mate and Graco, beat fourth-quarter profit expectations but warned of a surprise first-quarter loss as a recession looms. The company swung to a net loss of $249 million, or 60 cents a share, from net income of $98 million, or 23 cents a share, in the year-ago period.

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Sales Retirement Planning Marketing 75