The Big Picture

SEPTEMBER 20, 2022

My Two-for-Tuesday morning train reads: • Rising Bond Yields Change the Calculus for Stocks : Whether markets get any reprieve from their recent selloff depends in part on what happens at the Fed meeting. ( Wall Street Journal ) see also Municipal Bonds Suddenly Look Cheap. Some Are Tax Traps. Investors are bailing out of municipal bond funds at a record pace, but bargain hunters should beware of some potential pitfalls. ( Wall Street Journal ). • Interest Rates Are Up, So Why Are Bank Stocks Do

Taxes 277

Taxes Banking Education Sales 277

Abnormal Returns

SEPTEMBER 20, 2022

MBAs What happens when MBAs don't tell their employers their grades? (wsj.com) MBAs don't necessarily choose the path most likely to make them super-rich. (mailchi.mp) Equities David Blanchett, "There appears to be more uncertainty around the future return of equities when bond yields are higher." (advisorperspectives.com) A potential headwind for equities: historically low taxes and interest rates.

Taxes 130

Taxes Marketing Marketing 130

The Reformed Broker

SEPTEMBER 20, 2022

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: ?FedEx or Uber? – Fedex kicks us off with a big disappointing announcement one week before scheduled earnings… ?A Less Intense Low – “Watching for a “Less Intense” October Low” ?

Investing 130

Investing Investments Marketing Marketing 130

Meb Faber Research

SEPTEMBER 20, 2022

Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6) Author: Ben Inker is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. Summary: Each year, our team carefully sorts through tons of research from some of the most respected money […]. The post Ben Inker, GMO – Dispelling Myths in The Value vs.

Asset Allocation 130

Asset Allocation Investing Investments Assets 130

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

SEPTEMBER 20, 2022

Final Trades: Morgan Stanley, JPMorgan, GM & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

130

130

The Irrelevant Investor

SEPTEMBER 20, 2022

Yesterday was a crazy day of football. The Jets came back from 13 point deficit with two minutes to go. I heard Cousin Sal say the previous 2,200 times a team was up that much with that little time remaining, they won. Wild stuff. The Dolphins came back after being down 21 points going into the fourth quarter. That hasn’t happened since 2006. Tua Tagovaila had six touchdowns.

122

122

Wealth Management

SEPTEMBER 20, 2022

A focus on employee training, deepening your understanding of firm KPIs and enhancing brand power keeps leaders focused on producing future growth.

113

113

Trade Brains

SEPTEMBER 20, 2022

Top Stocks Under Rs 10 : A few decades ago, very few people would invest in the stock market. When they did, they would receive share certificates as a symbol of ownership. Demat accounts weren’t in existence and they would lose track of their investments. Years later their children or grandchildren find these certificates. They find that the shares that their grandparents had bought at throwaway prices years ago are worth a lot currently.

Certification 98

Certification Manufacturing Investing Investments 98

Wealth Management

SEPTEMBER 20, 2022

A combination of investment mechanics and the unpredictable nature of the economic and business environment means that attempts to time investments in private equity are highly unlikely to succeed, and will serve to undermine efforts to create a sustainable investment program.

Investing 98

Investing Investments Economics 98

Advertisement

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

Alpha Architect

SEPTEMBER 20, 2022

This time is almost always different, it seems, but the data suggest that things are typically always the same: chaotic and volatile. Stock market investors should be prepared for large short-term moves in stocks and they should be skeptical of narratives suggesting a causal relationship between environmental variables and future volatility. Has the Stock Market Systematically Changed?

Marketing 74

Marketing Marketing Investing Investments 74

Wealth Management

SEPTEMBER 20, 2022

New CalPERS’ investment chief decried the fund’s underperforming returns over the past decade, reports The Wall Street Journal. Apartment rent growth normalized to a more moderate pace in August, according to Multifamily Dive. These are among today’s must reads from around the commercial real estate industry.

Investing 98

Investing Investments 98

Conneqtor

SEPTEMBER 20, 2022

Conneqtor Partners with FMG to Help Financial Advisors with the Implementation of Proven Marketing Best Practices Industry leaders band together to spearhead advisor growth by drawing on Conneqtor’s proven training program and FMG’s easy-to-use, all-in-one marketing technology platform.

Financial Advisor 59

Financial Advisor Marketing Marketing Management 59

Wealth Management

SEPTEMBER 20, 2022

Across all property subsectors, there will be refinancing challenges for properties with already low NOI relative to existing debt.

109

109

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

MainStreet Financial Planning

SEPTEMBER 20, 2022

“MainStreet Chalk Talk”. The MainStreet Financial Planning Discussion Club. When: Tuesday 10-18-22 at 730pm Eastern; 430pm Pacific. ~30-45 minutes. Recorded and able to retrieve for one week. How : Zoom Meeting, Free to ongoing clients; $10 for guests. Sign Up by Clicking Here. Medicare Roadmap. Hosted by: Vida Jatulis . Guest commentator: Paul Bever, RHU, DIA.

Financial Planning 52

Financial Planning Planning Clients Retirement 52

Wealth Management

SEPTEMBER 20, 2022

Recent U.S. acquisitions by Amancio Ortega’s Pontegadea are representative of a broader shift in family office investment preferences.

Investing 104

Investing Investments 104

Steven J. Wilson

SEPTEMBER 20, 2022

You write a marketing action plan by first understanding your target market and then creating a detailed strategy to reach them. This is done through various marketing channels, such as advertising, public relations, or online marketing. When writing a marketing action plan, it is essential to keep in mind your overall business goals and how […].

Planning 52

Planning Advertising Marketing Marketing 52

Wealth Management

SEPTEMBER 20, 2022

Choir also announced that Dani Fava, group head of product innovation at Envestnet, has joined its board of directors.

Media 98

Media 98

Advertisement

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

Steven J. Wilson

SEPTEMBER 20, 2022

The 7Ps of digital marketing include product, price, promotion, place, people, process, and physical environment. Understanding how these elements work together can create a more holistic and practical approach to your online marketing initiatives. How the 7Ps in marketing work together Product The first step in any digital marketing strategy is to identify what product […].

Marketing 52

Marketing Marketing 52

Wealth Management

SEPTEMBER 20, 2022

These mistruths can bias investment decisions and distort advisor-client relationships.

Investing 112

Investing Investments Portfolio Clients 112

Steven J. Wilson

SEPTEMBER 20, 2022

The 4 elements of digital marketing include 1) market research, 2) website development, 3) online advertising, and 4) social media marketing. Each of these elements is important in its own right and should be carefully considered to create a successful digital marketing plan. How the 4 elements work together Market Research Perhaps the most critical […].

Planning 52

Planning Advertising Marketing Marketing 52

Wealth Management

SEPTEMBER 20, 2022

Properly defining your available target market and leveraging data to engage them are more important than ever.

Marketing 98

Marketing Marketing 98

Advertisement

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

Steven J. Wilson

SEPTEMBER 20, 2022

An online marketing plan is a detailed marketing strategy businesses use to promote their products or services online. This plan typically includes marketing tactics, such as search engine optimization (SEO), pay-per-click (PPC) advertising, and social media marketing. Businesses usually create online marketing plans at the beginning of each year in order to outline their overall […].

Planning 52

Planning Advertising Marketing Marketing 52

Wealth Management

SEPTEMBER 20, 2022

The Pittsburgh office will become Mariner’s 77th US location, and its seventh acquisition so far this year.

Wealth Advisor 98

Wealth Advisor 98

Steven J. Wilson

SEPTEMBER 20, 2022

Online marketing is important because we are in the digital age where consumers are constantly online. For businesses to stay relevant and competitive, they need to be present where their consumers spend most of their time- online. It allows businesses to track and analyze data more efficiently to see what marketing strategies are working and […].

Marketing 52

Marketing Marketing 52

Wealth Management

SEPTEMBER 20, 2022

About 15 million clients’ details were compromised over a five-year period starting 2015.

Clients 103

Clients 103

Advertisement

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

Steve Sanduski

SEPTEMBER 20, 2022

Podcasting is a wonderful way to showcase the talents, insights, and creativity of the amazing people that populate our world. In that spirit, I’m thrilled to announce two special series of episodes that I’m launching this fall. The first series of episodes is in partnership with CAIS, the leading alternative investment platform for financial advisors.

Financial Advisor 52

Financial Advisor Investing Investments 52

Wealth Management

SEPTEMBER 20, 2022

A return to a normal energy market could prove to be a double whammy for unwary inflation hedgers.

Marketing 98

Marketing Marketing 98

Calculated Risk

SEPTEMBER 20, 2022

Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in August A brief excerpt: The big story for August existing home sales is the sharp year-over-year (YoY) decline in sales. Another key story is that new listings are down YoY in August as the sellers’ strike continues. Of course, active listings are up sharply YoY, but inventory growth has stalled.

Marketing 52

Marketing Marketing Sales 52