Sun.Mar 26, 2023

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Sunday links: your propensity to panic

Abnormal Returns

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. (savantwealth.com) Gathering and interpreting information has a cost. (mrzepczynski.blogspot.com) How wrapped up should you be in the market efficiency debate? (blogs.cfainstitute.org) Banks Bitcoin is benefiting from the banking crisis. (theirrelevantinvestor.com) Bank turmoil is now on everyone's dance card for 2023.

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Talk Your Book: Startups in a Crisis

The Irrelevant Investor

On today’s show, we are joined by Brandon Arvanaghi, Founder and CEO of Meow, and Devon Drew, CEO and CIO of DFD Partners to discuss fintech solutions for small businesses and asset managers. On today’s segment with Brandon, we discuss: What Meow does for businesses What’s changed about cash management in the past month Who the counterparty is when buying T-Bills Who Meow works with On today’s s.

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Fed: Q4 2022 Household Debt Service Ratio Still Low

Calculated Risk

The Fed's Household Debt Service ratio through Q4 2022 was released last week: Household Debt Service and Financial Obligations Ratios. I used to track this quarterly back in 2005 and 2006 to point out that households were taking on excessive financial obligations. These ratios show the percent of disposable personal income (DPI) dedicated to debt service (DSR) and financial obligations (FOR) for households.

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Careful What You Wish For

A Wealth of Common Sense

Dustin Hoffman is one of the finest actors of his generation. He is also notorious for going all out to get into character. In one movie where Hoffman’s character gets held underwater by a group of killers, he rehearsed by holding his own head underwater until he almost drowned himself. It put him in the hospital on an oxygen tank. In Marathon Man, Hoffman played an obsessive runner.

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Live Demo: How to Achieve Reconciliation Zen

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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The best prospecting strategy for success

Million Dollar Round Table (MDRT)

By Thomas F. Levasseur, CLU, MS Ed. One year, I heard something at an MDRT Annual Meeting that I really needed to hear at the time, and it stuck with me. I was in a Focus Session where the great 54-year MDRT member Bruce W. Etherington, CLU, CH.F.C. , of Mississauga, Ontario, Canada, was speaking. He said that to be successful in our business, we must see the people, love the people and ask the people for their business.

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Fundamental Analysis Of Bharat Dynamics

Trade Brains

Fundamental Analysis of Bharat Dynamics: The defense stocks have been investors’ favorites since the hon’ble PM Narendra Modi announced initiatives to modernize and upgrade India’s defence capabilities, in the process giving a push to the indigenous supply of equipment. Bharat Dynamics Ltd. (BDL), a Mini-Ratna small-cap stock is one such beneficiary company.

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Active Vs Passive Income And How They Work For You

Clever Girl Finance

When it comes to personal finance , one of the biggest debates has always been around active vs passive income. Which one offers more benefits? What are the pros and the cons of each? And most importantly, how can you generate either or both? This article will answer these questions, giving you a comprehensive guide on using passive and active income to reach your financial goals.

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[cdata[ It’s March Madness – Are Money Decisions Like Picking an NCAA Basketball Winner? ]]

oXYGen Financial

![CDATA[ With March Madness underway, we all have our brackets filled out and are anxious to see if our final four picks were correct. This year is sure to be filled with some Cinderella stories along with some dominant favorites making their way down the brackets to the eventual winner. (Note: Our own Kennesaw State was OFFICIALLY in March Madness!!

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Off-Topic: This is Personal

Calculated Risk

A friend’s brother was brutally murdered and his killer sentenced to death. Here is a piece from my friend Eric in Newsweek and a few comments about the family’s ongoing fight for justice: 'My Brother's Horrific Murder Shocked Police. His Killer Is Up for Parole' Like Charles Manson and Sirhan Sirhan, the murderer’s sentence was changed to life imprisonment WITH the possibility of parole after the death penalty was abolished in California.

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2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

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.

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The End of the Discovery Meeting

Advisor Perspectives

Advisors have always considered the discovery meeting unchallengeable. Why?

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Sunday Night Futures

Calculated Risk

Weekend: • Schedule for Week of March 26, 2023 Monday: • At 10:30 AM ET, Dallas Fed Survey of Manufacturing Activity for March. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are up 13 and DOW futures are up 100 (fair value). Oil prices were up over the last week with WTI futures at $69.26 per barrel and Brent at $74.99 per barrel.

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Build Successful Client Interactions with Risk Intelligence

Wealth Management

How risk intelligence positions your clients and your firm for success.

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Top clicks this week on Abnormal Returns

Abnormal Returns

Top clicks this week Rising rates are still working their way through the markets and economy. (allisonschrager.substack.com) Surprises shouldn't be surprising. (mrzepczynski.blogspot.com) What risks should you actually hedge? (mr-stingy.com) Spend money on stuff that really moves the needle. (dariusforoux.com) Energy stocks are now struggling. (allstarcharts.com) The CFA Institute is overhauling its testing.

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Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

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.

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10 Sunday Reads

The Big Picture

Note: Off to Arizona for a conference; no Morning Reads for the next day or two… Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Army of lobbyists helped water down banking regulations : That unlikely coalition voted in 2018 to roll back portions of a far-reaching 2010 law intended to prevent a future financial crisis.