The Big Picture
FEBRUARY 25, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • The Inside Story of How Wellington and Vanguard Became Partners : Last year, Greenwich Associates founder Charles Ellis published “Inside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing Business.
Abnormal Returns
FEBRUARY 25, 2023
Autos By any measure, too many Americans die on the roads. (ft.com) Are electric pickup trucks all that much better for the environment? (nytimes.com) It's hard to make a big SUV green, no matter the power plant. (fastcompany.com) Transport Garbage trucks are an ideal target electrification. (electrek.co) Why electrifying trucks at ports makes a lot of sense.
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Calculated Risk
FEBRUARY 25, 2023
At the Calculated Risk Real Estate Newsletter this week: • New Home Sales Increase to 670,000 Annual Rate in January New Home Average Prices Down 5.3% Year-over-year • NAR: Existing-Home Sales Decreased to 4.00 million SAAR in January • Final Look at Local Housing Markets in January • First time ever more "Built-for-Rent" Units started Quarterly than "Built-for-Sale" This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
MarketWatch
FEBRUARY 25, 2023
The Federal Trade Commission late Friday voted to withdraw its antitrust lawsuit against Meta Platforms Inc.’s META acquisition of virtual-reality startup Within Unlimited, officially ending the agency’s high-profile case. The FTC’s decision to abandon the case came less than a month after U.S. District Judge Edward Davila denied the FTC’s request for a court order blocking Meta’s purchase of Within.
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Random Roger's Retirement Planning
FEBRUARY 25, 2023
Bloomberg conducted a survey about how much money people need to retire and the respondents said $3-$5 million. Well, then. I am less interested in the sensational numbers they are throwing around than a couple of smaller observations in the article. Christine Benz from Morningstar is quoted as saying "It’s no wonder many would-be retirees are doubting the viability of their nest eggs,” in the context of the recent increase in price inflation.
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Random Roger's Retirement Planning
FEBRUARY 25, 2023
Did you watch Kung Fu with David Carradine back in the 70's? We'll get back that question in a minute. I saw a blog post about building a portfolio anchored around a minimum volatility fund. I built the following portfolio on Portfoliovisualizer; Here are the results; Portfolio 1 may or may not be optimal but it is at a minimum, valid. It looked a lot like 60/40 as far back as the data goes and then went down much less in 2022.
Advisor Perspectives
FEBRUARY 25, 2023
The Chicago Fed's National Activity Index, which I reported on earlier this week, is based on 85 economic indicators drawn from four broad categories of data: Production and income Employment, unemployment, and hours Personal consumption and housing Sales, orders, and inventories
Calculated Risk
FEBRUARY 25, 2023
The key reports this week are Case-Shiller house prices and February vehicle sales. For manufacturing, the January ISM Index, and the February Dallas and Richmond Fed manufacturing surveys will be released. -- Monday, February 27th -- 8:30 AM: Durable Goods Orders for January from the Census Bureau. The consensus is for a 4.0% decrease in durable goods orders. 10:00 AM: Pending Home Sales Index for January.
Advisor Perspectives
FEBRUARY 25, 2023
The second estimate for Q4 GDP, to one decimal, came in at 2.7% (2.68% to two decimal places), a decrease from 3.2% (3.24% to two decimal places) for the Q3 third estimate. With a per-capita adjustment, the headline number is lower at 2.1% (2.08% to two decimal places).
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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.
Harness Wealth
FEBRUARY 25, 2023
Harness Wealth CPAs represent clients that hold crypto assets that invest long-term, actively trade, farm, stake, as well as mine. We’re here to help guide you through your crypto taxes so you can focus on building, investing and trading. Crypto Asset Taxes in the United States One of the most common misconceptions about crypto assets is that, because they are not issued by a central government or regulated as securities, there is no need to pay taxes on profits from investing, trading, fa
Advisor Perspectives
FEBRUARY 25, 2023
Markets are unpredictable, which is one of many reasons it is difficult to consistently deliver alpha over long periods. In their latest commentary, our small cap growth team explains why their approach to managing the trade-off between risk and reward gives them the opportunity to outperform across market cycles.
Discipline Funds
FEBRUARY 25, 2023
Cullen was on TD Ameritrade network ( link here ) discussing the interesting dynamics at work at this stage in the economic cycle.
Advisor Perspectives
FEBRUARY 25, 2023
The accompanying chart is a way to visualize real GDP change since 2007 and uses stacked column chart to segment the four major components of GDP with a dashed line overlay to show the sum of the four, which is real GDP itself. Here is the latest overview from the Bureau of Labor Statistics.
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.
Norman Marks
FEBRUARY 25, 2023
I am pleased to announce that my best-seller will be available in hardcover in a few days. You can find it on Amazon.
Advisor Perspectives
FEBRUARY 25, 2023
Debt isn’t forever but can definitely seem like it. That feeling is a clue you have too much debt. Wisely used, debt helps build income-generating assets that pay for themselves. The payments are manageable because you’re also getting something else of value.
The Big Picture
FEBRUARY 25, 2023
David Layton is the chief executive officer of Partners Group , a global private markets firm with more than $135 billion in assets under management. Layton , who joined Partners Group in 2005, leads the firm’s executive team and global executive board and is also a member of the global investment committee. He was previously the head of Partners Group’s private equity business department.
Advisor Perspectives
FEBRUARY 25, 2023
Close to 90% of the world’s central banks are at some point in the process of creating their own digital currency. Are you ready?
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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.
Advisor Perspectives
FEBRUARY 25, 2023
As President Joe Biden’s administration prepares to accept requests for $39 billion in funding to jumpstart US production of microchips, his commerce chief emphasized the program’s focus is strengthening national security rather than boosting struggling chipmakers.
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