Tue.Dec 20, 2022

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#FA Success Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort, With Emily Rassam

Nerd's Eye View

Welcome back to the 312th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Emily Rassam. Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. What's unique about Emily, though, is how after struggling for years at a position where responsibilities and pressure kept building (and kept deterring her from being present i

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Research links: phase changes

Abnormal Returns

Managed futures Why trend following works during changing macroeconomic environments. (mrzepczynski.blogspot.com) Managed futures work best during periods of market transition. (blogs.cfainstitute.org) Research What accounts for big stock price jumps? (papers.ssrn.com) Why 1/N diversification is hard to beat. (papers.ssrn.com) Diseconomies of scale in asset management are real.

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The Top in the US Dollar Is In. Where to From Here?

Mish Talk

US dollar index monthly chart courtesy of StockCharts.com annotations by Mish. Yesterday, the Bank of Japan unexpectedly lifted its ceiling on 10-year government bonds from 0.25 percent to 0.50 percent. Japan 10-year bond yield courtesy of Trading Economics. The BOJ lifted the ceiling to stop an unwelcome slide in the yen. In response, bond yields also jumped in the US.

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What Are Your Thoughts?

The Reformed Broker

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Consensus – “Consensus thinking isn’t necessarily wrong. Consensus thinking is just what’s already priced into the markets.” ►Opportunity – Six reasons why next year has the highest probabil.

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

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.

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Tuesday links: wreaking havoc

Abnormal Returns

Global The Bank of Japan has tweaked a policy causing a jump in the Yen. (cnbc.com) India's stock market is a positive outlier in 2022. (economist.com) Canada saw a rebound in maple syrup production in 2022. (ctvnews.ca) Strategy It's hard to blow up your account without leverage. (bestinterest.blog) The best strategy is often doing nothing. (onveston.substack.com) Companies How 'luxury conglomerate' LVMH keeps winning.

More Trending

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What Are Eurodollars and Why do they Matter? (Video)

Pragmatic Capitalism

Here’s a new edition of 3 Minute Macro on the topic of Eurodollars.

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An Incredible Chart of the Housing Market

A Wealth of Common Sense

Think back to 2010. After you got done signing up for some new app called Instagram and finished 17 shows and movies about vampires, maybe you finished reading The Girl With the Dragon Tattoo trilogy. Once all that pop culture consumption was done, you would have needed some non-fiction to keep up with the intellectual crowd so you moved on to The Big Short by Michael Lewis.

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CoreLogic: "Annual Single-Family Rent Price Growth Falls to Single Digits in October"

Calculated Risk

From CoreLogic: Annual US Single-Family Rent Price Growth Falls to Single Digits in October, CoreLogic Reports U.S. rental price growth slowed for the sixth straight month on an annual basis in October to 8.8% , the lowest rate of appreciation in more than a year but still three times higher than the pre-pandemic level. Despite the continued cooling, a shortage of available properties is keeping costs elevated, a trend that is partially fueling year-over-year gains in the lower-priced tier.

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Helping Clients Understand Assisted Living vs. Nursing Home Care

Nationwide Financial

Key Takeaways: What is the “official” difference between nursing homes vs. assisted living? In a nutshell: nursing homes provide medical and personal care in a medical environment, whereas assisted living primarily provides personal care in more of a residential environment. The differences between nursing homes and assisted living could be simply defined as patient vs. resident, which will affect the need and/or desire for medical services, living space, help with activities of daily living, so

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2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

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.

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Animal Spirits: Buy the Dip is Dead

The Irrelevant Investor

Today’s Animal Spirits is brought to you by YCharts: Enter your information here to claim a FREE YCharts Professional account (first 100 submissions) On today’s show we discuss: Individual investors hang on in wild year for stocks while pros sell Powell’s press conference transcript Why your portfolios future may hinge on your travel plans Highest interest rates in 15 years are derailing the American Dream.

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Identifying the ‘Hidden’ ESG Investor

Wealth Management

ESG investing is not just for the 'woke.' We all have values that drive our decisions in life, influencing everything from the food we eat to the relationships we establish.

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The 4% Rule Did Not Become a Whole Lot Easier

Advisor Perspectives

Allan Roth’s recent article, The 4% Rule Just Became a Whole Lot Easier, promises too much, makes inaccurate comparisons and blurs the notion of risk.

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Schwab’s Investment in Dynasty Could Be the First of Many

Wealth Management

Industry observers say signs indicate this was a strategic decision by Schwab to invest in the RIA space, as a way to diversify its revenue amid margin compression.

Investing 107
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Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

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.

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Why it can help to treat your personal life like a business

Million Dollar Round Table (MDRT)

By Matt Pais, MDRT Content Specialist After Clay Gillespie, CFP, CIM, got married, the 22-year MDRT member and his wife identified that his “workaholic tendencies” weren’t going to work for their family. Part of their safeguard for work-life balance involves scheduling annual trips during spring break and late December, with a floating vacation during the summer.

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Seven Must Reads for the CRE Industry Today (Dec. 21, 2022)

Wealth Management

Commercial Observer predicts more challenges for New York City’s office market in 2023. The Real Deal reviews the most outlandish real estate lawsuits of the year that played out in Southern California. These are among today’s must reads from around the commercial real estate industry.

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The 2023 Web3 Investment Outlook

Advisor Perspectives

This wasn’t the year hoped for in the crypto and blockchain space, especially for stakeholders and investors.

Investing 105
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Wealthies Circle Podcast: Accelerating Change by Making a More Diverse and Inclusive Practice

Wealth Management

Industry thought leaders share their ideas, action steps and new approaches for success in making wealth management a more diverse and welcoming industry.

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Transforming Lending: Understanding the Power of Digital Platforms

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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A Very Tom Lee Christmas

The Irrelevant Investor

Today’s show is brought to you by Kraneshares: See here to learn more about KraneShares suite of thematic ETFs On today’s show we discuss: Consensus thoughts on the market Possibility of a positive year in 2023 Inflation Current bearish sentiment The Volker-era misunderstanding Fair value of the S&P 500 Performance after a down year Themes for 2023 Watch Here: Tom Lee: Twitter Fundstrat Charts: The post A Very Tom Lee Christmas appeared first on The Irrelevant Investor.

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Robertson Stephens Hits $4B Milestone with Addition of LFS Wealth Advisors, Vodia Capital

Wealth Management

Two deals last week expanded Robertson Stephens' presence on both coasts while adding an additional $370 million in client assets.

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Talking with Aging Parents about Health and Wealth

Advisor Perspectives

Here are nine tips that will help your family members stay healthy and financially secure as they age.

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Outlining a “Defensively Nimble” CRE Investing Strategy with a Looming Recession

Wealth Management

Principal Asset Management’s Indy Karlekar outlines the firm’s real estate investment strategies for 2023.

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Quick Start Guide to a Crystal Clear Close

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!

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Book Review: The Bogle Effect by Eric Balchunas

Alpha Architect

This is a review of Eric Balchunas's book "The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions.". Book Review: The Bogle Effect by Eric Balchunas was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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WealthStack Research Reveals Big Gaps in How Advisory Firms Use Tech

Wealth Management

Respondents at the forefront of technological advancement were focused on growing their businesses and improving client relationships.

Clients 98
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4 Key Behaviors To Understand During Economic Highs And Lows

Leading Advisor

Understanding whether you are an Extrovert, Introvert, Ambivert or Omnivert will help you to get through Behavioral and Economic Highs And Lows. Behavioral research goes… The post 4 Key Behaviors To Understand During Economic Highs And Lows appeared first on Leading Advisor - Simon Reilly.

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Investing in Environmental Wellness is Well Worth it for Office Owners

Wealth Management

Top quality assets are attracting a disproportionate demand and remain best positioned to do so into the future.

Investing 103
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The Blueprint for a Customer-Centric Digital Lending Experience

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.

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Weekly Gasoline Prices: Regular and Premium Down 12 Cents

Advisor Perspectives

As of December 19, the price of Regular and Premium were down 12 cents each from the previous week. According to GasBuddy.com, Hawaii has the highest average price for Regular at $5.08 and Texas has the cheapest at $2.55. The WTIC end-of-day spot price closed at 75.38 and is up 3% from last week.

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Heirs to $19B Face Succession Doubts From Family Offices

Wealth Management

The next generation of wealthy families is confronting a variety of challenges ahead of inheriting large fortunes, according to a report.

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Private Equity's Tough Year Shows No Signs of Letting Up

Advisor Perspectives

Private equity titans including KKR & Co. and Thoma Bravo pursued unorthodox paths to dealmaking this year in response to a challenging environment likely to persist in 2023.

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