The Reformed Broker
JUNE 4, 2023
We had Cathie Wood on The Compound and Friends this week! Michael, Duncan and I popped up in the Tampa / St. Petersburg area this week and got to spend some time with the founder of ARK Invest. We talked innovation, AI fact vs fiction, how big Tesla can get, why Ark bought Nvidia in 2014, Zoom vs Google Meet vs Microsoft Teams, and much more! Watch or listen to the episode below.
Abnormal Returns
JUNE 4, 2023
Top clicks this week Some words of wisdom from the late Sam Zell. (novelinvestor.com) What lessons are new pandemic-era investors going to learn? (awealthofcommonsense.com) Why the idea of market timing is so seductive. (humbledollar.com) Tactical allocation funds have failed miserably. (morningstar.com) How does the stock market perform after a period of sideways action?
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A Wealth of Common Sense
JUNE 4, 2023
Each week Redfin puts out a housing market update full of valuable data and nice-looking charts of trends on sales prices, asking prices, new listings, housing supply and more. This one has to be painful for anyone who’s in the market for a house right now: The year-over-year numbers up 15% are bad enough being but just look at how much more affordable things were as recently as 2020 and 2021.
Wealth Management
JUNE 4, 2023
Demand for asset managers is so high that our firm has seen executive searches in the asset management sector triple over the last year.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
Calculated Risk
JUNE 4, 2023
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from economist Jiayi Xu: Weekly Housing Trends View — Data Week Ending May 27, 2023 • Active inventory growth slowed again, with for-sale homes up just 18% above one year ago. The number of homes for sale continues to grow, but compared to one year ago, the pace is slowing.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Clever Girl Finance
JUNE 4, 2023
Do you enjoy making crafts? Did you know that there are crafts that you can make and sell? Yup, you can do something you love and make an income from it! Money-making crafts are all the rage and it’s easier than ever to start your own home business. All you need is your supplies, an internet connection, and some know-how to get started! Table of contents Making money selling crafts Pricing your crafts to sell Top 50 crafts that make money Expert tip Where is the best place to sell your money-mak
The Irrelevant Investor
JUNE 4, 2023
Today’s Talk Your Book is brought to you by US Benchmark Series: On today’s live show, we spoke with Alex Morris, Founder and CIO of F/m Investments to discuss investing in US treasuries in a rising rate environment. On today’s show, we discuss: US Benchmarks Origin story Is the Fed done hiking How Treasury ETFs work How rolling through durations affects your investment Why the 1mo duration is yielding so much.
Clever Girl Finance
JUNE 4, 2023
One of the main expenses no one can avoid is buying groceries, and sometimes money is tight. Even if you don't have a special reason for it, you can still use frugal grocery shopping tips to keep more of your money in your pocket! Table of contents Why shopping frugally is always a good idea! 18 Frugal grocery shopping tips to save money Expert tip What is the smallest amount you can spend on groceries each month?
oXYGen Financial
JUNE 4, 2023
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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.
Advisor Perspectives
JUNE 4, 2023
Given the challenges presented by today's market environment, private credit can be a valuable and versatile tool in sourcing incremental growth and income, dampening portfolio volatility, and hedging the corrosive impact of inflation. Read this paper for an in-depth look at the types of private credit, potential benefits and how to access them.
Trade Brains
JUNE 4, 2023
Best Small Cap Dividend Stocks : Whether you’re an investor or a trader, or just a regular person, you might have experienced this incident a couple of times – While going through your freshly washed jeans, jackets, and shorts, in the pockets, you might have come across money. It could be coin change, or a few notes that you don’t remember keeping in there.
NAIFA Advisor Today
JUNE 4, 2023
LinkedIn can be a powerful platform to help grow and establish your business, as well as get your foot in the door for booking meetings with prospects. However, coming up with an effective and efficient strategy can be hard to establish to make the jump from social media to booking a call. Discover the secrets to LinkedIn prospecting success in the next Business Performance Center webinar on Wednesday, June 14 at 12 pm eastern.
Calculated Risk
JUNE 4, 2023
Weekend: • Schedule for Week of June 4, 2023 Monday: • At 10:00 AM ET, the ISM Services Index for May. The consensus is for a reading of 52.5, up from 51.9. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 3 and DOW futures are up 70 (fair value). Oil prices were down over the last week with WTI futures at $71.74 per barrel and Brent at $76.13 per barrel.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Abnormal Returns
JUNE 4, 2023
Markets The stock market hates rising inflation. (mrzepczynski.blogspot.com) The 60/40 portfolio was supposed to be dead. (marketwatch.com) Strategy Owning an index means you will own the market's biggest winners. (awealthofcommonsense.com) It's easy to make up stories about the past. The future not so much. (mrzepczynski.blogspot.com) Apple The XR industry is on hold until Apple ($AAPL) ships something.
Calculated Risk
JUNE 4, 2023
From STR: STR: U.S. hotel results for week ending 27 May As expected ahead of Memorial Day, U.S. hotel performance decreased from the previous week, according to STR‘s latest data through 27 May. Year-over-year comparisons were improved. 21-27 May 2023 (percentage change from comparable week in 2022): • Occupancy: 66.8% (+0.6%) • Average daily rate (ADR): US$156.63 (+2.2%) • Revenue per available room (RevPAR): US$104.62 (+2.9%) emphasis added The following graph shows the seasonal pattern for t
Clever Girl Finance
JUNE 4, 2023
Do you want to truly take charge of your day and create more opportunities in your life? Well, it all starts with planning. Yes, I know learning how to plan your day for success might sound dull, but trust me, it's the secret sauce for success! Table of contents 1. Go to sleep a little earlier and then wake up refreshed 2. Set an alarm 3. Set clear and specific goals 4.
The Big Picture
JUNE 4, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • 5 winners and 5 losers from the debt ceiling deal : Biden and McCarthy win. The Freedom Caucus loses. ( Vox ) • Inside the Meltdown at CNN : CEO Chris Licht felt he was on a mission to restore the network’s reputation for serious journalism. How did it all go wrong?
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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.
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