Sat.Oct 15, 2022

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MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director

The Big Picture

This week, we speak with Thomas Rampulla, managing director of Vanguard’s Financial Advisor Services. The division provides investments, services, education and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets. Rampulla has held a variety of management positions at Vanguard since he joined in 1988.

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This Week on TRB

The Reformed Broker

Hey guys, didn’t get a chance to do any writing this week but we did two really good shows on the YouTube / podcast front I wanted to make sure you don’t miss… And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of Bean Box coffee, grab a seat by the lake, and get ready for our longer-form weekend reads: • The Rise and Fall of Bitcoin Culture: Crypto’s first token created a culture and then a monster. ( CoinDesk ). • The computer errors from outer space : The Earth is subjected to a hail of subatomic particles from the Sun and beyond our solar system which could be the cause of glitches that afflict our phones and computers.

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Real Estate Newsletter Articles this Week: Current State of the Housing Market

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: • Current State of the Housing Market • House Prices to National Average Wage Index • 2nd Look at Local Housing Markets in September • MBA: Mortgage Credit Availability was Never Excessive During the Recent Housing Boom • Housing Discussion with Fortune's Lance Lambert This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

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Saturday links: sympathy vs. compassion

Abnormal Returns

Autos Why Finland's roads are so safe. (bloomberg.com) An innovation that could speed battery recharging. (newscientist.com) What will a gas station of the future look like? (bloomberg.com) Transport Amazon ($AMZN) will spend €1 billion over five years to electrify its delivery fleet in Europe. (theverge.com) Delta Air ($DAL) is investing in eVTOL maker Joby Aviation.

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Schedule for Week of October 16, 2022

Calculated Risk

The key economic reports this week are September Housing Starts and Existing Home sales. For manufacturing, September Industrial Production, and the October New York and Philly Fed surveys will be released this week. -- Monday, Oct 17th -- 8:30 AM ET: The New York Fed Empire State manufacturing survey for October. The consensus is for a reading of -4.0, down from -1.5. -- Tuesday, Oct 18th -- 9:15 AM: The Fed will release Industrial Production and Capacity Utilization for September.

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These Are the Goods

The Irrelevant Investor

Articles Most mental upside comes from the thrill of anticipation – actual experiences tend to fall flat (By Morgan Housel) While it may be the case that the stock market usually goes up, it doesn’t always go up. (By Sam Ro) Most career advice posts lie somewhere between cringe and cliché. (By Jack Raines) When bankers jet off to Davos each year, interest rates is what they talk about.

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Open Enrollment 2022: Making the Most of Your Benefits

Your Richest Life

Fall is here, and for many of you, that means it’s open enrollment season once again. You probably know the drill by now: you receive an information packet about your benefits, you look over them, and you have the chance to make changes to your plan. Unfortunately, many people end up skimming the benefits, guessing which plan is best for them, and sign up without much consideration.

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Letting Go – Unique Ways To Solve Perplexing Problems

Elevating Your Business

As an independent financial advisor or business owner, you shoulder many responsibilities, probably wear too many hats at work, and often have an "I'll get it done myself" attitude. If that" you, this outlook usually spills into your personal life, too. Even if you are one of the few advisors who run their practice as. The post Letting Go – Unique Ways To Solve Perplexing Problems appeared first on Female Financial Advisor Coach.

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15 Practical Steps To Make Today A Good Day

Clever Girl Finance

What if you can make today a good day? And every day after? In this fast-paced, goal-oriented world we live in, many people wake up expecting to just get through the day. Having a good day is an afterthought that can wait for the weekend or after a project is done. I don’t think that’s how we’re meant to spend this precious life we’ve been given. That said, let’s get started and find out how to make today a good day!

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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.

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When Your Reitrement Number Loses Relevance

Random Roger's Retirement Planning

Christine Benz Tweeted out the following. What message do you take from the implication that if you dial back from a 4% withdrawal rate you'll be safer? What action is being suggested here? There are couple of different ways to go with this. It is worth repeating that having some number in mind for portfolio size for when you retire based on some realistic work involving how much you make and how much you spend certainly makes sense but that number is no longer relevant once you retire.

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