The Big Picture
FEBRUARY 21, 2023
Transcript: Tim Buckley, Vanguard’s CEO The transcript from this week’s, MiB: Tim Buckley, Vanguard’s CEO , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
Abnormal Returns
FEBRUARY 21, 2023
Markets Earnings and interest rates are going to battle it out in 2023. (klementoninvesting.substack.com) There's no free lunch in small cap stocks. (ofdollarsanddata.com) Why covered call funds ultimately disappoint. (morningstar.com) Companies For Amazon ($AMZN), it's live by the employee stock-compensation, die by the employee stock-compensation.
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Nerd's Eye View
FEBRUARY 21, 2023
Welcome back to the 321st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danqin Fang. Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households. What's unique about Danqin, though, is how she planned and executed a very intentional career path in the financial services industry that involved her leaving her homeland China, embracing a new
Abnormal Returns
FEBRUARY 21, 2023
Corporate finance Spinoffs, on average, outperform their parent companies a year out. (marketwatch.com) "Cost of Capital: A Practical Guide to Measuring Opportunity Cost" by Michael Mauboussin and Dan Callahan. (peterlazaroff.com) Quant stuff Why does the mainstream media highlight technical analysis? (mathinvestor.org) If an AI model is a true black box, can investors justify it's use?
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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
FEBRUARY 21, 2023
Final Trades: General Mills, Nextera Energy, Freeport-McMoRan & 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.
Investing Caffeine
FEBRUARY 21, 2023
Upcoming Webinar – February 22nd at 12:00pm PST Volatility has spiked due to changing concerns over inflation, interest rates, recession fears, geopolitics, and other fear-provoking issues, but how can you grow and protect your retirement nest egg? Wade W. Slome, CFA®, CFP®, Founder of Sidoxia Capital Management, LLC, will share 10 crucial mistakes made by investors that can destroy your portfolio.
Wealth Management
FEBRUARY 21, 2023
Demand for long term care is growing and advisors can differentiate themselves and deepen client relationships through modern approaches to long term care planning.
WiserAdvisor
FEBRUARY 21, 2023
Financial abuse, frauds, and scams are common in today’s day, and age, and the elderly are the most common victims of these frauds. According to the National Council on Aging, at least one in 10 community-dwelling older adults has witnessed some kind of abuse. The elderly population in the United States is on the rise. In 2018, there were approximately 52.4 million people aged 65 and above in the country.
MarketWatch
FEBRUARY 21, 2023
S&P Global Ratings downgraded its long- and short-term ratings on Adidas AG XE:ADSDE:ADS1ADDYY on Tuesday to A+/A-1 from A-/A-2, citing deteriorating credit metrics in the wave of the termination of its partnership with Kanye West’s Yeezy. The outlook is negative, meaning the credit agency may downgrade again in the medium term. The Yeezy deal accounted for about 5% of total sales in 2021 and was planned to account for 7% in 2022, the agency said in a statement.
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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.
Covisum
FEBRUARY 21, 2023
As a financial advisor, you know that taxes in retirement are one of your clients’ top stressors. Offering planning services that optimize your client’s tax situation is an excellent way to highlight your expertise — and it makes a compelling selling point for potential clients who are concerned about navigating the tax aspects of their retirement income planning.
MarketWatch
FEBRUARY 21, 2023
Medtronic Plc stock MDT rose in premarket trade Tuesday, after the medical device maker beat fiscal third-quarter consensus estimates. The Dublin-based medical device maker posted net income of $1.222 billion, or 92 cents a share, for the quarter to Jan. 27, down from $1.480 billion, or $1.10 a share, in the year-earlier period. Adjusted per-share earnings came to $1.30, ahead of the $1.27 FactSet consensus.
Wealth Management
FEBRUARY 21, 2023
Many of these metro areas are able to build so much more housing in part because they’re surrounded by mostly flat land on which developers can easily plunk down new subdivisions.
Million Dollar Round Table (MDRT)
FEBRUARY 21, 2023
By David Trusler, MBA I believe you achieve true happiness and prosperity by serving others with honesty and sincerity. I believe true success is measured by the lives we impact and the communities we serve, not just by the amount of premiums we collect in a year. So, what keeps you motivated? Is this motivation enough to keep you going during difficult times?
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
FEBRUARY 21, 2023
IPE Real Assets looks at how climate change is impacting the value of commercial real estate properties. New York multifamily developers are starting to consider building condos instead of rentals, according to Crain’s New York Business. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
FEBRUARY 21, 2023
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 4.00 million SAAR in January Excerpt: On prices, the NAR reported : The median existing-home price3 for all housing types in January was $359,000, an increase of 1.3% from January 2022 ($354,300), as prices climbed in three out of four U.S. regions while falling in the West.
Wealth Management
FEBRUARY 21, 2023
Private Client Solutions will help advisors access areas of expertise beyond investment management, including tax and estate planning and acquisition strategies.
eMoney Advisor
FEBRUARY 21, 2023
As a financial professional, would your clients be able to answer this question: What is your money for? Financial professionals can be doing much more to engage with their clients’ overall wellbeing, and while many are moving in this direction with the emergence of values-based advice, many clients still struggle with the why underlying their financial plan.
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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.
Wealth Management
FEBRUARY 21, 2023
A plan, a little forethought and a lot of free education have helped James Bogart build an RIA with an organic growth rate 10 times the industry average.
Clever Girl Finance
FEBRUARY 21, 2023
While saving money is always a smart idea, sometimes it can be difficult to motivate yourself to set aside a chunk of cash every paycheck. So if you struggle with saving every month, you might want to try out a savings challenge, like the 100-day envelope challenge. With this challenge, you can end up saving over $5,000 in just 100 days! Ready? Let's get into it!
Wealth Management
FEBRUARY 21, 2023
A dedicated tax practice, proactive staffing strategy and 'shrink-to-grow' philosophy are just a few of the things that set Brandywine Oak apart from its peers.
MarketWatch
FEBRUARY 21, 2023
U.S. stocks booked their worst day in more than two months on Tuesday as investors emerged from the long holiday weekend in a gloomy mood. The Dow Jones Industrial Average DJIA tumbled about 697 points, or 2.1%, ending near 33,129, while the S&P 500 index SPX fell 2% and the Nasdaq Composite Index COMP closed down 2.5%, according to preliminary FactSet data.
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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!
Wealth Management
FEBRUARY 21, 2023
The rates on sale-leasebacks are attractive compared to financing terms some middle market companies can get from other sources.
MarketWatch
FEBRUARY 21, 2023
Walmart Inc. stock WMT slid 4.5% in premarket trade Tuesday, after the company offered weaker-than-expected guidance for the first quarter and full fiscal 2024, offsetting beats for the fourth quarter. The retailing giant posted net income of $6.275 billion, or $2.32, for the fourth quarter, up from $3.562 billion, or $1.28 a share, in the year-earlier period.
Wealth Management
FEBRUARY 21, 2023
Xander Snyder, Senior Commercial Real Estate Economist at First America, comes on the podcast to discuss economic trends impacting real estate investment.
MarketWatch
FEBRUARY 21, 2023
La-Z-Boy Inc.’s stock LZB climbed 4% in extended trading Tuesday after the retailer reported quarterly results that easily topped analyst earnings estimates. La-Z-Boy reported fiscal third-quarter earnings of $31.7 million, or 74 cents a share, compared with net earnings of $28.5 million, or 65 cents a share, in the year-ago quarter. Adjusted earnings were 91 cents a share.
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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.
Advisor Perspectives
FEBRUARY 21, 2023
Every financial plan, regardless of the way in which it was created, requires ongoing monitoring. Here is one way advisors can measure the “funded status” of a plan to determine if adjustments are necessary.
MarketWatch
FEBRUARY 21, 2023
The World Health Organization said Tuesday its expert panel on COVID vaccine composition is currently evaluating evidence on new variants of the virus to determine whether vaccines need to be updated. Members of the agency’s Technical Advisory Group on COVID-19 Vaccine Composition, an independent group of experts, outlined the process in a commentary in Nature Medicine journal, in which they agreed the vaccines are still offering a high level of protection against severe disease caused by all of
Wealth Management
FEBRUARY 21, 2023
The CEO of Wealth Enhancement Group discuses how to build a solid foundation for scalable growth.
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