Abnormal Returns
OCTOBER 19, 2022
Investing A bear market provides different opportunities for different generations. (awealthofcommonsense.com) Why now is a great time to get started investing. (dariusforoux.com) College More states are requiring high school seniors to complete the FASFA application. (nytimes.com) Student loan debt forgiveness is now open to applications. (npr.org) Pets Don't underestimate the costs of taking care of a dog.
The Big Picture
OCTOBER 19, 2022
My mid-week morning train WFH reads: • The Problem with Pulling Out of China : Many U.S. and other nations’ companies are thinking about transferring elsewhere. Easier said than done. Investors could be collateral damage. ( CIO ). • US Chip Sanctions ‘Kneecap’ China’s Tech Industry : The toughest export restrictions yet cut off AI hardware and chip-making tools crucial to China’s commercial and military ambitions. ( Wired ) see also Xi Jinping, forever : China has shackled itself to…this o
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Abnormal Returns
OCTOBER 19, 2022
Markets The pandemic day-trading boom is over. (wsj.com) 2022 has been a uniquely bad year in the markets. (bestinterest.blog) Four lessons learned from a rough 2022, including stocks and bonds can fall at the same time. (blog.validea.com) Business Satya Nardella's tenure at Microsoft ($MSFT) has been impressive. (stratechery.com) How Sol Price helped create the modern warehouse retail business.
Nerd's Eye View
OCTOBER 19, 2022
In the United States, Registered Investment Advisers (RIAs) are required to register in one of 2 ways: with the Federal government (namely the SEC) or with one or more state securities regulatory agencies. While SEC-registered RIAs are governed by the Investment Advisers Act of 1940 (and its associated regulations), state-registered RIAs are subject to the individual rules of the states (which have their own securities laws and regulations) where they are registered.
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.
The Reformed Broker
OCTOBER 19, 2022
IBM beats on earnings and revenue, hikes full-year revenue outlook from CNBC. The post Clips From Today’s Closing Bell 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.
Validea
OCTOBER 19, 2022
By Justin Carbonneau ( @jjcarbonneau ) —. In Ben Graham’s The Intelligent Investor, he introduces Mr. Market, which is an allegory that is meant to help the reader understand the irrational, groupthink and herding mentality that can take place in the stock market. Joel Greenblatt, former hedge fund manager, popular value investor and author described Graham’s Mr.
Wealth Management
OCTOBER 19, 2022
The combined business will operate under The Standard brand, and include Securian's retirement solutions employees, management, client relationships and distribution networks.
NAIFA Advisor Today
OCTOBER 19, 2022
Advisor Today is pleased to announce the winners of its 2022 4 Under 40 awards: Scott Blake , MBA, of Blake Wealth Partners ( Northwestern Mutual ) in Columbus, OH, loyal member since 2018; Eric Bottolfsen , MBA, of GoldBook Financial ( MassMutual ) in Scottsdale, AZ, loyal member since 2017; Matthew Daley , MBA, FSCP, LACP, LUTCF, of the Daley Agency ( American National ) in Miller Place, NY, loyal member since 2018; and Brett Moore , CFP, of RBM Wealth Management Group ( LPL Financial ) in New
Wealth Management
OCTOBER 19, 2022
The U.S. Interior Department said Tuesday it will auction five leases spanning 373,000 acres (151,000 hectares) off central and northern California, enough space to install turbines with more than 4.5 gigawatts of capacity.
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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.
NAIFA Advisor Today
OCTOBER 19, 2022
We're kicking off November's Long-Term Care Awareness Month on Halloween, Monday, October 31 to get the message out that you don't need to be scared of long-term care conversations! NAIFA's Limited & Extended Care Planning (LECP) Center is hosting "Don't Be Scared of Long-Term Care," a free, day-long virtual program from 9 am to 5 pm. Included are interactive sessions from industry leaders who will address the scariest of topics in the long-term care arena.
Calculated Risk
OCTOBER 19, 2022
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: Architecture Billings Index moderates but remains healthy For the twentieth consecutive month architecture firms reported increasing demand for design services in September, according to a new report today from The American Institute of Architects (AIA).
Meb Faber Research
OCTOBER 19, 2022
Episode #450: Harris “Kuppy” Kupperman – Oil is the World’s Central Banker Now Guest: Harris “Kuppy” Kupperman is the Founder and CIO of Praetorian Capital. He’s also the Chairman and CEO of Mongolia Growth Group (YAK: Canada and MNGGF: USA). Date Recorded: 10/10/2022 | Run-Time: 1:12:57 Summary: In today’s episode, Kuppy shares why the […].
Wealth Management
OCTOBER 19, 2022
Office sales trend down as investors confront rising cost of capital, fears of recession and lackluster leasing trends
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.
Clever Girl Finance
OCTOBER 19, 2022
This article on Christmas eve box ideas contains affiliate links from Amazon. As an Amazon Associate, we earn from qualifying purchases which help us grow Clever Girl Finance! Please see our disclosures for more information. I’m so excited to do a Christmas Eve box for my toddler this year! He’s three, and he just learned who Santa is. I’m not quite sure he knows what Santa does, but I think a Christmas Eve box will be so much fun for him (more fun for me, but he’ll love it too).
Wealth Management
OCTOBER 19, 2022
With age, comes wisdom. And with 83 years on this Earth, advisor Joseph R. Biondo has a lot to share about life, tragedy and the pursuit of happiness.
The Big Picture
OCTOBER 19, 2022
The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. 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.
Wealth Management
OCTOBER 19, 2022
The minority investment brings Valeas alongside Kudu Investment Management as the $10 billion AUM firm pursues an inorganic growth strategy.
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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.
Calculated Risk
OCTOBER 19, 2022
Notes: The expansion to the Panama Canal was completed in 2016 (As I noted a few years ago ), and some of the traffic that used the ports of Los Angeles and Long Beach is probably going through the canal. This might be impacting TEUs on the West Coast. Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic.
Wealth Management
OCTOBER 19, 2022
Amid the Gray Resignation, these steps will help advisory firms recruit and retain fresh talent.
Integrity Financial Planning
OCTOBER 19, 2022
Is this common or rare? We go through five scenarios that may happen throughout your financial life. Brian shares how often he sees these situations occur among his clients and how he helps them navigate through it. You may be surprised by some of his answers! Here are the scenarios we discuss on today’s show: How often is someone ready to retire tomorrow?
Wealth Management
OCTOBER 19, 2022
With the addition of the $600 million firm, Kestra is on track for its "best year ever.
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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!
Calculated Risk
OCTOBER 19, 2022
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for an increase to 232 thousand from 228 thousand last week. • Also at 8:30 AM, the Philly Fed manufacturing survey for October. The consensus is for a reading of -4.5, up from -9.9. • At 10:00 AM, Existing Home Sales for September from the National Association of Realtors (NAR).
Wealth Management
OCTOBER 19, 2022
UBS Investor Watch surveyed 4,500 high-net-worth investors in 14 countries.
Trade Brains
OCTOBER 19, 2022
What is Piotroski Score : We have always used scores or ratings to rank and choose things. Whether it’s a movie that we are about to watch, an app that we are thinking of downloading, or a service that we’re willing to use, we make decisions based on scores. Picking the right stocks for investment is one of the most critical tasks for an investor.
Wealth Management
OCTOBER 19, 2022
These funds saw the most activity over the past 30 days.
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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.
Conneqtor
OCTOBER 19, 2022
Email marketing is a powerful digital marketing tool for Financial Advisors. Why? Well, because it’s relatively free, doesn’t take much time, and has the best ROI of all the marketing tactics out there. I regularly recommend that Financial Advisors use email marketing for prospecting, nurturing leads, and keeping their current clients happy and informed.
Wealth Management
OCTOBER 19, 2022
Open, honest and candid discussions about the latest news in the RPA industry.
Nationwide Financial
OCTOBER 19, 2022
Key Takeaways: Part Two: Challenges for Productivity (15 min). In addition to the many cyclical crosscurrents, the economy has also been hampered in recent years by several structural trends. Weakness in labor force and productivity growth have weighed on the underlying GDP trend and represent ongoing risk factors for the years ahead. Part two of our two-part podcast on the risks that weigh on economic growth focuses on productivity.
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