The Big Picture
JANUARY 6, 2023
Source : Bloomberg Billionaires Index. I was in the midst of my analysis of how the Fed would react to softening wage gains in the NFP data, when the markets exploded 2.5% higher. The Fed is very concerned that the perennially underpaid median worker has been seeing wage increases. The past few years follows 3 decades of lagging income. It kinda killed my motivation to write yet another pierce discussing Fed actions.
Abnormal Returns
JANUARY 6, 2023
Markets The 60/40 portfolio return equation reset last year. (wsj.com) Five ETF predictions for 2023 including an end to $SPY's reign. (theetfeducator.com) Venture capital VC-backed M&A fell off the table in Q4. (tomtunguz.com) Startup founders have some difficult decisions to make early in 2023. (hunterwalk.com) The 'Creator Economy' was way overblown.
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The Reformed Broker
JANUARY 6, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, JC Parets, Steve Strazza, and Downtown Josh Brown discuss why JC is bullish precious metals, Bitcoin’s make or break moment, what Warren Buffett’s buying, value vs growth, and MUCH more. You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
Calculated Risk
JANUARY 6, 2023
From the BLS : Total nonfarm payroll employment increased by 223,000 in December, and the unemployment rate edged down to 3.5 percent , the U.S. Bureau of Labor Statistics reported today. Notable job gains occurred in leisure and hospitality, health care, construction, and social assistance. The change in total nonfarm payroll employment for October was revised down by 21,000, from +284,000 to +263,000, and the change for November was revised down by 7,000, from +263,000 to +256,000.
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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
Wealth Management
JANUARY 6, 2023
New research from WealthManagement.com's WMIQ suggests firms are inhibiting growth by minimizing, and in many cases mishandling, marketing and client communications.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JANUARY 6, 2023
Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its "sophisticated wealth management solutions.
Calculated Risk
JANUARY 6, 2023
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in December A brief excerpt: This is the first look at local markets in December. I’m tracking about 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
Trade Brains
JANUARY 6, 2023
Top 10 Companies in India by Market Capitalization: According to the 2021 data published by the International Monetary Fund (IMF), India is the sixth-largest economy in the world in terms of nominal Gross Domestic Product (GDP), which is valued to be worth US$ 3.04 trillion and estimated to a GDP growth rate of 9.5% in the upcoming year. This is complementary to the various Indian companies that have been doing business in India and overseas. .
Calculated Risk
JANUARY 6, 2023
The BEA released their estimate of light vehicle sales for December. The BEA estimates sales of 13.31 million SAAR in December 2022 (Seasonally Adjusted Annual Rate), down 6.3% from the November sales rate, and up 4.7% from December 2021. Click on graph for larger image. The first graph shows annual sales since 1976. Light vehicle sales in 2022 were at 13.73 million, down 8.1% from 14.95 million in 2021.
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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.
Wealth Management
JANUARY 6, 2023
Brock Johnson, Morningstar's president of retirement solutions, answers probing questions on critical issues facing retirement plan advisors.
The Irrelevant Investor
JANUARY 6, 2023
On today’s show, we discuss: 10 predictions for 2023 New hedge fund soars 163% betting it’s all going down Short sellers made $300 billion in 2022’s market wipeout Wall Streets top bear sees another big down year for S&P 500 Recommendations: 1883 The Whale Emancipation Listen here: Charts: JC Parets & Steve Strazza: JCs Twitter Steve’s Twitter Contact us at.
Integrity Financial Planning
JANUARY 6, 2023
All the macchiato, cappuccino, and espresso lovers know how a sip of coffee easily brightens up your day. Whether you take yours caffeinated or buzz-free, black or milky, sugar-free or candy-sweet, you are a certified coffee enthusiast, and you might be excited to know that 2023 is the year for coffee lovers to come together! Being retired, this is your time to travel across the country and globe, experiencing different aromas and brews of coffee at these upcoming events: The London Coffee Festi
Good Financial Cents
JANUARY 6, 2023
Having $2,000 to $3,000 to invest is a good feeling, but how you allocate those funds can impact your finances more than you might realize. Where investing your small nest egg and adding to it regularly can lead to significant returns over time, stuffing $2,000 to $3,000 in cash under your mattress can mean losing money to inflation over time. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money.
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.
Wealth Management
JANUARY 6, 2023
Just 11% of US fund managers are women, and fund management teams comprised exclusively of women make up a meager 2% of all equity, fixed income and diversified funds.
AdvicePay
JANUARY 6, 2023
I think we can all agree that 2022 was a huge year for fee-for-service financial planning! As we reflect back on the year, we've compiled our top five most-read blog posts of 2022. From creating a client service calendar to generating 5-figure flat fees for service, we covered a lot of hot topics. Take a moment to read and catch up on the articles advisors liked best.
Wealth Management
JANUARY 6, 2023
New FPA President James Lee outlined the organization’s plans for the new year and the reasons behind its departure from the Financial Planning Coalition.
XY Planning Network
JANUARY 6, 2023
4 MIN READ. Another year has come and gone in what feels like a blink of an eye. So much occurred in 2022, and we're excited (and anxious) to see what 2023 has in store! As we look back on the good, the bad, and everything else that’s happened in the past year, there’s a lingering question we are left to address (whether personally or for our clients): “What impact do these changes have and what should we brace for?”.
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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.
Wealth Management
JANUARY 6, 2023
The Business Landscape Method invites all firm members to participate in the firm's planning process.
Advisor Perspectives
JANUARY 6, 2023
Tesla’s shares fell by more than 14% on Tuesday, after plunging by 65% in 2022.
Wealth Management
JANUARY 6, 2023
Ben Harrison to take full control of the Wealth Solutions division.
Advisor Perspectives
JANUARY 6, 2023
Optimists were still to be found in the world of US exchange-traded funds, where more than 400 new ETFs were launched despite a harsh bear market. Funds took in more than half a trillion dollars as more investors learned to embrace their easier-to-trade and tax-friendly structure.
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Did you know automating your month-end close can save up to 40% of the time typically spent on manual reconciliations? CFOs and controllers are leveraging SkyStem's workflow management and reconciliation tool to eliminate costly mistakes, ditch manual reconciliations and close faster. Want to know how they do it? Download our Quick Start Guide to a Crystal Clear Close!
Wealth Management
JANUARY 6, 2023
As one year ended and another began, RIA acquirers didn’t miss a beat.
Validea
JANUARY 6, 2023
Foreign investors are turning their attention once more to the Japanese stock market, where shares remain undervalued even as they experience record profits. That makes Japan ripe with opportunities for value investors, said Seiji Nakata, CEO of Daiwa Securities Group Inc, in an interview cited in an article in Investing. Nakata bolstered his claim by highlighting recent investments in several Japanese trading houses made by Warren Buffett as well as an increase in net buying of Japanese shares
Wealth Management
JANUARY 6, 2023
Bond funds may provide the brightest opportunities in the bleak year ahead, experts say.
Validea
JANUARY 6, 2023
So many investors tried to withdraw their money from Blackstone’s large private property fund (BREIT) in December that the 5% quarterly cap is limiting how much can be withdrawn until March, when investors can renew their requests to take out their money. However, UC Investments, the University of California’s endowment, poured $4 billion into BREIT for the next 5 years followed by a limited withdrawal period for 2 years.
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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.
Advisor Perspectives
JANUARY 6, 2023
The December US Services Purchasing Managers' Index conducted by S&P Global came in at 44.7 percent, down from the final November estimate of 46.2 and in contraction territory.
Validea
JANUARY 6, 2023
Wall Street bulls will have a “narrow path” to win in 2023, provided inflation eases quicker than anticipated, says Ed Yardeni, founder of Yardeni Research. “They almost can’t win,” Yarden told Bloomberg TV in an interview that is cited in an article in Financial Advisor. If the economy remains strong, the Fed will need to raise interest rates significantly higher.
Yardley Wealth Management
JANUARY 6, 2023
The post How Can I Make a Down Payment on a New Home Before I Sell My Existing One? appeared first on Yardley Wealth Management, LLC. How Can I Make a Down Payment on a New Home Before I Sell My Existing One? We get asked all the time by clients or prospective clients what they can do to buy a house before they sell their existing home. There is usually a problem coming up with the money for the second down payment.
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