The Reformed Broker
AUGUST 22, 2022
Sharing this chart from Guggenheim showing that the S&P 500’s bear market bounce literally stopped on a dime and was turned away at the 200-day moving average. It’s almost too perfect. We manage our tactical portfolio based on technically-oriented rules not because it always works (it doesn’t!) but because it eliminates feelings like fear or fear of missing out from the decision-making process.
The Big Picture
AUGUST 22, 2022
Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” Bloomberg Radio & Podcast Host, says he looks at the sell-off in the first half of 2022 as a “cyclical bear within a longer secular bull.” Cyclical Bear Within a Secular Bull: Ritholtz. Source: Bloomberg , August 19th, 2022. The post Cyclical Bear Within a Secular Bull appeared first on The Big Picture.
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Nerd's Eye View
AUGUST 22, 2022
Cash tends to exist at the forefront of individuals' day-to-day lives for many reasons: as a stable savings vehicle for near-term goals, a safety net for unforeseen emergency expenses, and, of course, to pay for daily living expenses, just to name a few. And this nearness to daily life means that cash - and how it is used - is also often at the forefront of individuals' minds.
The Big Picture
AUGUST 22, 2022
My back-to-work morning train WFH reads: • How to Beat the Stock Market Without Even Lying : Stock funds have been pulling a switcheroo to make their returns look better: When they don’t measure up, they change how they measure. ( Wall Street Journal ). • Remote Work Is Sticking : About a third of all service work and just under 10% of manufacturing work in the region was being done remotely—a huge jump from 8% and 3%, respectively, before the pandemic. ( Liberty Street Economics ) see also Pizz
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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.
Nerd's Eye View
AUGUST 22, 2022
Cash tends to exist at the forefront of individuals' day-to-day lives for many reasons: as a stable savings vehicle for near-term goals, a safety net for unforeseen emergency expenses, and, of course, to pay for daily living expenses, just to name a few. And this nearness to daily life means that cash - and how it is used - is also often at the forefront of individuals' minds.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Reformed Broker
AUGUST 22, 2022
Michael and I will be appearing at MarketWatch’s Best New Ideas in Money Festival in mid-September. We’re taping a live episode of our podcast, The Compound and Friends, and the audience gets to hang out and be a part of it. Duncan, John and Nicole will be there too. If you’re a fan and want to be in the room, below is how you can make it happen!
Abnormal Returns
AUGUST 22, 2022
Podcasts Matt Halloran talks with Meg Bartlet of Flow Financial Planning about her content strategy. (proudmouth.com) Daniel Crosby talks financial literacy with Alex Chalekian, CEO of Lake Avenue Financial. (standarddeviationspod.com) Brendan Frazier talks with Mary Schmid about building trust with clients. (wiredplanning.com) Dan Graham talks with Thomas Kopelman of All Street Wealth about using social media.
Calculated Risk
AUGUST 22, 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 August 21st.
Wealth Management
AUGUST 22, 2022
As interest rates rise and the outlook for the economy at large remains uncertain, CRE investors who depend on debt have had to reassess their strategies. That’s impacting the property types they might consider for acquisition.
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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.
Calculated Risk
AUGUST 22, 2022
Inventory is still increasing, but the inventory build has slowed over the last month. Still, inventory is increasing faster than in 2019 at this time of year. Here are the same week inventory changes for the last four years: 2022: +1.3K 2021: +9.4K 2020: -8.2K 2019: -5.6K Inventory bottomed seasonally at the beginning of March 2022 and is now up 129% since then.
Wealth Management
AUGUST 22, 2022
Did a now-defunct IBD avoid FINRA financial judgements by transferring brokers and clients to another firm? Both PIABA and the FSI are weighing in on a case currently brewing in Georgia's federal appeals court.
Nationwide Financial
AUGUST 22, 2022
Thoughts. The momentum of the strong market recovery is showing signs of stalling, with last week breaking a four-week winning streak for the S&P 500® Index, reminding investors of the headwinds that remain. The Index approached the technically important 200-day moving average and could not breach it. While the 15% bounce since mid-June has been impressive, there is concern that it was led by a group of high beta, low quality, highly shorted stocks that has hints of the “meme stock” mania of
Wealth Management
AUGUST 22, 2022
Gothamist looks at how New York City landlords manage to raise rents at regulated apartments by using a gray area in the law. Net lease investment sales are set to surpass last year’s figures. These are among today’s must reads from around the commercial real estate industry.
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.
Financial Symmetry
AUGUST 22, 2022
What if you could take action now so that you have significantly more tax-free savings to utilize in retirement? On this episode of Financial Symmetry, we’ll take a look at an often misunderstood tax planning opportunity. The Roth conversion is … Continued. The post Roth Conversion by the Decades, Ep #171 appeared first on Financial Symmetry, Inc.
Wealth Management
AUGUST 22, 2022
A group of Apple workers is pushing back against the company’s recent mandate for employees to return to offices three days a week, reports Insider. Movie theaters are expecting slow business for the fall movie season, according to The Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.
Clever Girl Finance
AUGUST 22, 2022
If you’ve seen the lavish spending sprees and apartment tours on various TV shows, you’ve probably had a twinge of jealousy over how wealthy some people are - I know I have! After all, most of us want to be rich rather than middle class. But wealth accumulation might be something you haven't thought about. But how do you create wealth? Is wealth accumulation only for the rich and famous?
Wealth Management
AUGUST 22, 2022
Newmark's Lisa DeNight and Kyle S. Roberts discuss how the time it is taking to build new industrial facilities has lengthened along with other major trends from the logistics real estate segment.
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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.
Clever Girl Finance
AUGUST 22, 2022
Looking for Zoom interview tips? Everyone wants to do their best when trying to get a new job, so keep reading for ideas! If you recently got an invitation for a job interview , there's a chance that it won’t be in person. Interviews are one of the many things that companies may conduct virtually. Although in-person interviews aren’t quite a thing of the past, Zoom meetings as virtual interviews are very popular.
Wealth Management
AUGUST 22, 2022
A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor.
XY Planning Network
AUGUST 22, 2022
6.5 MIN READ. Inflation has become one of the dirtiest words of the year. We feel it at the pump, at the grocery store, and we feel it within our firms. But in the lead-up to some of the highest inflation rates we have seen in many members’ lifetimes, there is an opportunity for strategic adjustments within your firm that can lead to more innovation, higher profitability, and more inclusion.
Wealth Management
AUGUST 22, 2022
Small pricing discrepancies among wholesale market makers can have a large impact overall.
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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!
Meb Faber Research
AUGUST 22, 2022
Episode #438: Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked Guest: Rob Arnott is the founder and chairman of the board of Research Affiliates, a global asset manager dedicated to profoundly impacting the global investment community through its insights and products. Campbell R. Harvey is the Head of Research at Research […].
Wealth Management
AUGUST 22, 2022
Stay focused on the triple Fs: fees, funds and fiduciary
Cornerstone Financial Advisory
AUGUST 22, 2022
Presented by Cornerstone Financial Advisory . Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading. The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index declined 2.62% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, fell 0.88%. 1,2,3.
Wealth Management
AUGUST 22, 2022
SPY charges a comparatively beefy 10 basis points versus just 3 for its younger clone.
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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.
Carson Wealth
AUGUST 22, 2022
Many investors contribute to an account like an IRA or a 401(k) to take advantage of tax benefits as they save for their retirement. However, you cannot keep your funds in them indefinitely. . Once you reach a certain age, many types of retirement accounts require you to take a minimum withdrawal each year. This amount is called the RMD, which stands for required minimum distribution. .
Wealth Management
AUGUST 22, 2022
Although grocery stores have anchored strip malls for decades, traditional supermarkets and groceries haven’t been a dominant presence at indoor US malls.
SEI
AUGUST 22, 2022
About Nonprofit Committee Connection. phernandez1. Mon, 08/22/2022 - 13:10. 1 minute. Nonprofits and healthcare organizations. Institutional (US). Nonprofit Committee Connection. Nonprofit institutions have a lot to think about when it comes to the success of their organization. In this blog, we talk about things like: . Implementing sustainable investing in your portfolio .
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