Wealth Management

AUGUST 12, 2022

Fidelis hopes to bring private banking services to the independent space, at a time when, these advisors say, the big institutions are cutting back.

Banking 246

Banking 246

Nerd's Eye View

AUGUST 12, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S. Senate has passed the Inflation Reduction Act, which while being light on individual tax changes, nevertheless includes some important financial planning provisions such as prescription drug price relief for Medicare enrollees, continuation of expanded Affordable Care Act healthcare premium subsidies, and tax credits for energy efficiency upgrade

Financial Planner 245

Financial Planner Retirement Healthcare Numbers 245

Wealth Management

AUGUST 12, 2022

Numerous advisor innovations have become permanent; it's not just Zoom and hybrid work.

246

246

Calculated Risk

AUGUST 12, 2022

Today, in the Calculated Risk Real Estate Newsletter: Realtor.com Reports Weekly Inventory Up 28% Year-over-year Excerpt: As I noted earlier, Inventory will Tell the Tale about the housing market. And housing inventory is increasing, but the pace of growth has slowed in recent weeks. As the housing market slows, we need to watch inventory very closely.

Numbers 240

Numbers Marketing Marketing 240

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Clients

Wealth Management

AUGUST 12, 2022

Retirement industry thought leaders answer three probing questions on critical issues providing an open, honest and candid dialogue.

Retirement 246

Retirement 246

Nerd's Eye View

AUGUST 12, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S. Senate has passed the Inflation Reduction Act, which while being light on individual tax changes, nevertheless includes some important financial planning provisions such as prescription drug price relief for Medicare enrollees, continuation of expanded Affordable Care Act healthcare premium subsidies, and tax credits for energy efficiency upgrade

Financial Planner 179

Financial Planner Retirement Healthcare Numbers 179

Calculated Risk

AUGUST 12, 2022

From housing economist Tom Lawler: American Homes 4 Rent Slashing MLS Purchases of Single Family Homes In American Homes 4 Rent (AMH) earnings conference call last week, officials said that the company was slashing its MLS-based purchases of single-family homes in the second half of 2022. Here are a few excerpts: “Now, turning to our investment strategy more broadly.

Numbers 130

Numbers Portfolio Investing Investments 130

Wealth Management

AUGUST 12, 2022

The largest financial planning designation group announced several suspensions of advisors, including a Delaware-based planner who faces five counts of dealing child pornography, as well as a Maryland planner who was arrested and charged with manslaughter in an alleged drunk driving incident.

CFP 246

CFP Financial Planning Planning 246

Abnormal Returns

AUGUST 12, 2022

Markets A 20% rally doth not a bull market make. (marketwatch.com) High yield bonds are bouncing. (allstarcharts.com) Companies The New York Times ($NYT) has attracted an activist investor in ValueAct. (cnbc.com) Why time isn't on Elon Musk's side when it comes to Twitter ($TWTR). (theverge.com) Which companies might get hit by a global minimum tax.

Marketing 130

Marketing Marketing Financial Advising Startup 130

Calculated Risk

AUGUST 12, 2022

With the pandemic, there was a surge in 2nd home buying. I'm looking at data for some second home markets - and I'm tracking those markets to see if there is an impact from lending changes, rising mortgage rates or the easing of the pandemic. This graph is for South Lake Tahoe since 2004 through July 2022, and shows inventory (blue), and the year-over-year (YoY) change in the median price (12-month average).

Marketing 130

Marketing Marketing 130

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

Management

Wealth Management

AUGUST 12, 2022

Sure there are risks, but taking a benchmark US Treasury security and putting it into an exchange-traded fund wrapper is a revolutionary idea.

Investments 130

Investments Investing 130

Calculated Risk

AUGUST 12, 2022

From BofA: Looking ahead to next week, we will initiate our US GDP tracking for Q3 following the release of July retail sales. If our forecast for July retail sales prove accurate, it would suggest that household spending is off to a fast start in Q3 and pose upside risk to our forecast for another modest decline in real GDP in the quarter. [ -0.5 percent Q3 , perliminary estimate] emphasis added From Goldman: We left our Q3 GDP tracking estimate unchanged at +0.9% (qoq ar).

Retail 130

Retail Sales 130

Wealth Management

AUGUST 12, 2022

The latest trading patterns suggest that the nasty selloff in the first half of the year may be over.

130

130

Abnormal Returns

AUGUST 12, 2022

The biz Apple ($AAPL) is funding podcasts in search of new TV shows. (theverge.com) Economics 30 economics-related podcasts that Cardiff Garcia recommends. (twitter.com) Barry Ritholtz talks with Prof. Anat Admati co-author of "The Bankers’ New Clothes: What’s Wrong with Banking and What to Do about It." (ritholtz.com) Virginia Heffernan talks housing affordability with Aaron Glantz.

Food 130

Food Communication Economics Banking 130

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

Numbers

The Reformed Broker

AUGUST 12, 2022

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Alex Morris, and Downtown Josh Brown discuss earnings, the jobs recovery, Netflix and the streaming wars, the bull case for Meta, the worst investing advice ever, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

Investing 130

Investing Investments Marketing Marketing 130

The Irrelevant Investor

AUGUST 12, 2022

Each day ~94 million unique pieces of financial content are created and posted on the internet. I made that number up, but it seems reasonable. Time is your most precious resource, so you have to be vigilant about how you allocate it. You can lean on curators like Tadas Viskanta, use financial publication outlets like The Wall Street Journal or Barron’s, or read people who write on topics that are of particular inte.

Numbers 129

Numbers 129

Clever Girl Finance

AUGUST 12, 2022

As a legal adult, life can start to get expensive quickly. Everyone has some bills to pay. So, it’s not surprising that you’ve searched for high paying jobs for 18 year olds. The great news is there are a lot of good paying jobs for 18 year olds. Whether you are looking for a lucrative way to make ends meet or possibly fund your education, you’ve come to the right spot.

Budgeting 104

Budgeting Accounting Retail Clients 104

A Wealth of Common Sense

AUGUST 12, 2022

When my wife got pregnant for the second time she said something felt off. It was just a different feeling than the first time. On the way to her first ultrasound, she had an uneasy feeling. “I feel like it’s multiples.” I said no way that’s possible. We had infertility problems for years. Having one child felt like a miracle.

Marketing 102

Marketing Marketing 102

Speaker: Erroll Amacker

Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.

Accounting

Meb Faber Research

AUGUST 12, 2022

Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6) Author: Ehren Stanhope is a Principal and Client Portfolio Manager at O’Shaughnessy Asset Management, where he is Responsible for positioning OSAM’s investment capabilities within the context of client needs and the current market environment to key […].

Assets 84

Assets Management Investing Investments 84

Norman Marks

AUGUST 12, 2022

WARNING: This is likely to be a controversial post! I have been talking (OK, preaching) about the need to manage the likelihood of achieving objectives (i.e., success) rather than limiting yourself and the organization by managing or mitigating risks. You need to take risks if you ever want to achieve objectives; the key is taking […].

Risk Management 80

Risk Management Management Compliance Government 80

Validea

AUGUST 12, 2022

Legendary investor Warren Buffett and his company Berkshire Hathaway are taking the age-old advice to “buy the dip,” reports an article in Bloomberg. In the second quarter of this year the conglomerate reported $3.8 billion in equity purchases, making it a net buyer that quarter; last year during the same period, it was a net seller. As the S&P 500 lost 16% in the last quarter, Berkshire posted a profit of $9.2 billion, scooping up massive gains from its insurance and railroad businesses.

Insurance 59

Insurance Numbers Portfolio Investing 59

ModernAdvisor

AUGUST 12, 2022

July was strong month for both equity and fixed income investors alike. July 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. *Absolute change in yield, not the return from holding the security. July was strong month for both equity and fixed income investors alike.

Marketing 52

Marketing Marketing Investments Investing 52

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Accounting

Validea

AUGUST 12, 2022

In an interview with CNBC’s Squawk Box , billionaire investor Bill Ackerman said the Fed’s actions to curb inflation have not been effective and that inflation remains the economy’s biggest problem. Though Ackman stressed that the economy is actually quite strong right now with full employment, wage increases, and plenty of jobs available, it’s hard to say whether that will be the case in 6 or 12 months.

Economy 59

Economy Food Management Marketing 59

Mullooly Asset Management

AUGUST 12, 2022

In this week’s podcast, Brendan, Tim and Casey discuss the most recent economic headlines including this week’s inflation reading, last week’s jobs report and Q2 earnings. The guys highlight a theme that’s been apparent over the last couple of weeks… the market’s reactions are more based on expectations rather than what’s actually going on right […] In this week’s podcast, Brendan, Tim and Casey discuss the most recent economic headlines including

Management 40

Management Investments Investing Economics 40

Validea

AUGUST 12, 2022

The second quarter saw dividend payouts hit a record, a good sign for investors who have relied on income-producing stocks during this year’s slowdown, reports an article in The Wall Street Journal. According to S&P Dow Jones Indices, S&P 500 companies paid out $140.6 billion in dividends in the second quarter, an increase of $3 billion from the first quarter and $17.2 billion from the same period in 2021.

Marketing 59

Marketing Marketing Valuation Economics 59

Random Roger's Retirement Planning

AUGUST 12, 2022

After seeing a quick video hit about a new ETF that benefits from rising rates, it got me to thinking about the current bear market in bonds. It's been going on a little longer than you might think. Here's a jam packed chart with all sorts of fixed income related funds. The funds that are down a lot are some of the bigger, more benchmarky types of trackers ranging from longer dated treasuries to broader bond proxies like AGG and LQD.

Management 40

Management Banking Portfolio Marketing 40

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Sales

Validea

AUGUST 12, 2022

Though the current bear market is taking its toll everyone, from institutions to individual investors, an article in The New York Times posits that right now is actually a good moment for new, young, investors to put money into the market. That’s because investing now, when stock prices are down, but have a long stretch ahead of you to rebound, gives you a good chance to reap substantial rewards.

Investing 59

Investing Investments Retirement Retirement Planning 59

Calculated Risk

AUGUST 12, 2022

On COVID (focus on hospitalizations and deaths): Hospitalizations have almost quadrupled from the lows in April 2022. COVID Metrics Now Week Ago Goal New Cases per Day 2 103,105 118,550 ?5,000 1 Hospitalized 2 36,063 37,539 ?3,000 1 Deaths per Day 2 413 439 ?50 1 1 my goals to stop daily posts, 2 7-day average for Cases, Currently Hospitalized, and Deaths ??

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Validea

AUGUST 12, 2022

As big banks report their second-quarter earnings, those reports could hold a clue as to whether or not a recession is on the horizon, contends an article in The Wall Street Journal. Bank executives generally have good insight into how healthy the U.S. economy is, based on their clients’ bank accounts. And though the first quarter did carry some positives—plentiful jobs and consumer spending—it was also hit by the highest inflation in 40 years, and a recent survey from JPMorgan shows a mere 19%

Banking 59

Banking Food Economy Accounting 59

The Big Picture

AUGUST 12, 2022

My end-of-week morning train WFH reads: • This 20% Nasdaq gain doesn’t mean we’re in a new bull market : Explosive rallies are actually more common in bear markets ( Marketwatch ). • What the Great Mayonnaise Inflation Mystery Can Tell Us About Prices. Measuring price changes can be fiendishly difficult and highly subjective. Mayonnaise is a perfect example. ( Bloomberg ). • Is America’s Job Market “Too Good”?

Media 290

Media Management Marketing Marketing 290

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Accounting