Calculated Risk
SEPTEMBER 5, 2022
These indicators are mostly for travel and entertainment. It is interesting to watch these sectors recover as the pandemic subsides. Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of September 4th.
The Big Picture
SEPTEMBER 5, 2022
It’s Labor Day, the unofficial end of Summer. Ease off with our special 3-day weekend reads: • Enough, Bosses Say: This Fall, It Really Is Time to Get Back to the Office* After more than two years, corporate leaders say time is up on avoiding in-person work. ( Wall Street Journal ). • A Job Market Anomaly Begins to Correct : After diverging for awhile, business and household surveys of employment are headed in the same direction again: Up. ( Bloomberg ) see also The Labor Shortage Will Get
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Calculated Risk
SEPTEMBER 5, 2022
Inventory decreased slightly last week. Still, inventory decreased less than in 2019 at this time of year. Here are the same week inventory changes for the last four years: 2022: -2.2K 2021: +6.2K 2020: -7.6K 2019: -6.5K Inventory bottomed seasonally at the beginning of March 2022 and is now up 129% since then. More than double! Altos reports inventory is up 26.3% year-over-year.
Abnormal Returns
SEPTEMBER 5, 2022
Podcasts Michael Kitces talks with Ed Coambs who is the founder of Healthy Love & Money, a financial therapy practice. (kitces.com) Eric Balchunas and Joel Weber talk with Patrick O'Shaughnessy about the case for custom indexing. (bloomberg.com) Daniel Crosby talks "all duration investing" with Cullen Roche who is the Founder and Chief Investment Officer of Discipline Funds.
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Nerd's Eye View
SEPTEMBER 5, 2022
Welcome to the September 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that VRGL (pronounced “Virgil”) has raised a $15M Series A round to scale up its tool that can scan investment account statements and automatically extract the available information about th
A Wealth of Common Sense
SEPTEMBER 5, 2022
According to Bill Bryson, the visible universe is a million million million million miles across. That’s a 1 with 24 zeroes after it (1,000,000,000,000,000,000,000,000). That sounds rather large. But the universe beyond what we can see is even harder to comprehend: The number of light years to the edge of this larger, unseen universe would be written not “with ten zeroes, not even with a hundred, but with million.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
SEPTEMBER 5, 2022
Today’s Animal Spirits is brought to you by Halo Investing: See here for more information on investing with Halo. We had Jason Barsema, Co-Founder and President of Halo Investing on today’s show to talk about investing with structured notes. On today’s show we discuss: What a structured note is How downside protection works What happens when you breach the protection level When it makes sense to use structured.
Financial Symmetry
SEPTEMBER 5, 2022
You’ve probably heard of a few retirement rules of thumb that help you know when you are ready to retire. Or do they? Today you’ll learn why you should set these guidelines out to pasture. We are breaking down what … Continued. The post Why You Should Forget These 4 Retirement Rules of Thumb, Ep #172 appeared first on Financial Symmetry, Inc.
The Irrelevant Investor
SEPTEMBER 5, 2022
Today’s Animal Spirits is brought to you by Halo Investing: See here for more information on investing with Halo. We had Jason Barsema, Co-Founder and President of Halo Investing on today’s show to talk about investing with structured notes. On today’s show we discuss: What a structured note is How downside protection works What happens when you breach the protection level When it makes sense to use structured.
Andrew Thrasher
SEPTEMBER 5, 2022
When we talk about “energy” we often are referring to both the sector and the commodities as they often move together in the same direction. When oil and natural gas are rallying, the stocks of the companies that are involved Continue reading Bullish Divergences Build in Energy Market → The post Bullish Divergences Build in Energy Market first appeared on.
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.
Carson Wealth
SEPTEMBER 5, 2022
What are securities in finance? Securities are assets that have a value determined by any number of influencing factors. Investors buy and sell securities with the goal of earning profits if the value of the asset increases. . Securities don’t have inherent value, but they have worth in the rights they provide, such as rights to assets or voting rights.
Don Connelly & Associates
SEPTEMBER 5, 2022
Getting to the next level in any endeavor requires a thorough understanding of your strengths and weaknesses. Your strengths have the potential to power your advancement, while weaknesses could possibly hold you back. But not all strengths and weaknesses are equal in the way they can impact your practice. The challenge for advisors is knowing whether to focus first on their weaknesses and then their strengths or vice versa.
Cordant Wealth Partners
SEPTEMBER 5, 2022
Every November, the Microsoft Deferred Compensation Plan (DCP) opens for enrollment and salary deferral elections for the upcoming year. And every year, we hear similar questions from those eligible to allocate money into a deferred compensation plan. This post provides an overview of the program and outlines the four questions we hear each year. The Four Key Deferred Compensation Plan Questions: What’s the risk of the Microsoft DCP?
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