Abnormal Returns
SEPTEMBER 28, 2022
Rates Yields on cash equivalents are rising rapidly. (wealthmanagement.com) Rapidly rising real interest rates provide competition for stocks. (capitalspectator.com) Expected returns on bonds are finally attractive. (awealthofcommonsense.com) Markets Lumber prices are back down to pre-pandemic levels. (wsj.com) Don't fight the last war: this isn't 2008.
The Big Picture
SEPTEMBER 28, 2022
My Two-for-Tuesday morning train reads: • How the Worst Market Timer in History Built a Fortune : Over 60 years, he only added new investments at bull market tops: $10,000 each of 13 market tops, from February 1966 to February 2020. ( Compound ) see also What if You Only Invested at Market Peaks? Meet Bob. Bob is the world’s worst market timer. What follows is Bob’s tale of terrible timing of his stock purchases. ( A Wealth of Common Sense ). • Hedge Funds Piled On Bullish Pound Bets Just Before
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The Reformed Broker
SEPTEMBER 28, 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: ?Reverse Face Ripper – I broke one of my cardinal rules as a market commentator. ?RIP BTD – It is the worst year for buying the stock-market dip since the 1930s. ?
Nerd's Eye View
SEPTEMBER 28, 2022
Welcome back to the 300th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Joe Duran. Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households.
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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.
The Reformed Broker
SEPTEMBER 28, 2022
Final Trades: Deere, Johnson & Johnson, UnitedHealth & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
SEPTEMBER 28, 2022
Our third quarter virtual forum examined trends in multifamily, grocery-anchored retail and BTRs amid broader discussions about how CRE is dealing with rising interest rates and persistent inflation.
The Irrelevant Investor
SEPTEMBER 28, 2022
Few things are more dangerous to investors than getting a big thing right. Once you’ve tasted the sweet nectars of massive returns, average just won’t move your internal needle. Instead of trying to get on base, you go for the grand slam walk-off home run. Such is the story of many famous investors who got rich and famous at one specific moment in time.
Wealth Management
SEPTEMBER 28, 2022
U.S. home prices cooled at the fastest rate in history in July, according to the S&P CoreLogic Case-Shiller Index. Car dealership sites now offer attractive opportunities for infill development, reports The New York Times. These are among today’s must reads from around the commercial real estate industry.
The Irrelevant Investor
SEPTEMBER 28, 2022
The six tech giants have lost a combined $4 trillion in market cap since their respective peaks. The entire S&P 500 was ~$12 trillion just a decade ago. If the leaders are falling, you know the rest of the bunch already got washed out. Indeed, only 8% of the Nasdaq-100 is above the 200-day moving average. Using extremes in a bear market as a contrarian buy indicator is unreliable in the short term.
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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
SEPTEMBER 28, 2022
A new Bank of America survey offers data on workplace benefits and their impact on employee satisfaction and retention.
Mullooly Asset Management
SEPTEMBER 28, 2022
The best investors throughout history have all shared some common traits. You won’t be able to implement the exact strategies as Buffett or Graham. But what you can do is implement their behaviors and beliefs into your own personal investing strategy. There is a difference between traders and investors. Successful traders can get one trade […].
Wealth Management
SEPTEMBER 28, 2022
Let’s take back the narrative by talking about the passionate people who help clients achieve their financial and life goals every day.
NAIFA Advisor Today
SEPTEMBER 28, 2022
Brian Haney is the Founder and CEO of The Haney Company, an insurance agency with a mission committed to providing high-quality financial services to its clients. Brian and his father, Allen, combined their independent practices into a full-service multi-line business that offers personalized financial advice and guidance. Brian is also NAIFA’s 2018 Diversity Champion, an author, an association expert, and a financial advisor.
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
SEPTEMBER 28, 2022
The involved firms include some of the biggest names in the financial services and wealth management space, including BofA, Citigroup, Morgan Stanley and UBS.
A Wealth of Common Sense
SEPTEMBER 28, 2022
In the midst of the pandemic-induced market panic in March of 2020, I wrote a piece that explained why I was more worried about the bond market than the stock market. These were the yields on U.S. government bonds at the time: This was a waterfall all the way down moment across the entire maturity spectrum. It may have seemed bizarre to worry about the bond market when these were the trailing returns over the previous 12.
Wealthfront
SEPTEMBER 28, 2022
It’s no secret that inflation, or an increase in the price of goods and services, has been unusually high for much of 2022. While it’s always important to get the most out of your savings, it’s especially important to do so when inflation is high and your cash is at a much greater risk of […]. The post How Can I Protect My Cash When Inflation Is High?
Wealth Management
SEPTEMBER 28, 2022
The OSJ is leaving the Raymond James platform to form a hybrid RIA with greater flexibility and access to more resources, Concurrent says.
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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.
Accounting for Good
SEPTEMBER 28, 2022
The post Managing cash flow for a not-for-profit first appeared on ACCOUNTING FOR GOOD.
Wealth Management
SEPTEMBER 28, 2022
Some firms have closed their offices and evacuated their employees, while others are hunkering down in hopes that the storm will pass.
Calculated Risk
SEPTEMBER 28, 2022
S&P/Case-Shiller released the monthly Home Price Indices for July ("July" is a 3-month average of May, June and July closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P: S&P Corelogic Case-Shiller Index Continued its Deceleration in July The S&P CoreLogic Case-Shiller U.S.
Wealth Management
SEPTEMBER 28, 2022
His letters express concerns that such arrangements often are used as tax evasion vehicles by the uber wealthy.
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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!
Clever Girl Finance
SEPTEMBER 28, 2022
We all know the importance of self care. But did you know that there are barriers to self care that affect your wellbeing and finances as well as your mental and physical health too? Being aware of the common barriers to self care that impact your finances can help you live a better and more financially stable life. In this article, we reveal simple ways that you can build financial self care into your wellbeing routine !
Wealth Management
SEPTEMBER 28, 2022
The interest rate on the one-year Treasury bill is an eye-popping 4.1%, up from.07% last year.
Clever Girl Finance
SEPTEMBER 28, 2022
There are many different ways to come up with your perfect budgeting strategy. Alongside your monthly budget, you should also have a bare bones budget waiting in the wings. Even if you don't need to cut expenses to the bone right now, it's a good idea to know how to create a a minimal expense budget and have it at the ready, so you are prepared in case of a financial emergency.
Wealth Management
SEPTEMBER 28, 2022
The latest buzzword in wealth management has advisors scratching their heads.
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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.
Yardley Wealth Management
SEPTEMBER 28, 2022
The post Back to the Investment Basics appeared first on Yardley Wealth Management, LLC. Back to the Investment Basics Part 2: First Save, Then Invest In our last piece, we wrote about how recency bias can damage your investments by causing current crises to loom large, while rewriting your memories of past challenges. Recency tricks us into overpaying during heady times, and bailing at bargain rates, when our confidence fades.
Wealth Management
SEPTEMBER 28, 2022
The Direxion Work From Home exchange-traded fund (ticker WFH), the largest with $37 million in assets, has plunged 44% over the past year and hasn’t seen an inflow since November 2021.
Steven J. Wilson
SEPTEMBER 28, 2022
If you’re serious about your business, you should be thinking about putting up a website now. Having a website is a crucial tool for your digital marketing that can significantly help improve your branding and lead generation. And when it comes to building a website, WordPress is your best choice. You’ve probably heard about it, but today, Read more.
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