The Big Picture
SEPTEMBER 19, 2022
? ?. The transcript from this week’s, MiB: Albert Wenger, Union Square Ventures , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , 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.
Nerd's Eye View
SEPTEMBER 19, 2022
2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively. Early on, the ‘financial plan’ was primarily used as a way to demonstrate a prospective client’s ‘gaps’ and needs for products such as mutual funds or life insurance (which the advisor would then be ready to sell to the client).
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Pragmatic Capitalism
SEPTEMBER 19, 2022
I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets.
Abnormal Returns
SEPTEMBER 19, 2022
Markets Investors have just gotten hammered this year. (allstarcharts.com) The 10-year Treasury is at a decade long high. (markets.businessinsider.com) Gold is having a disappointing 2022. (wsj.com) Strategy Michael Batnick, "Markets don’t move on good or bad, they move on better or worse, specifically better or worse than expected." (theirrelevantinvestor.com) The stock market doesn't care if you are watching.
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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.
Pragmatic Capitalism
SEPTEMBER 19, 2022
Here’s a new 3 Minute Money. In this video I discuss the implications of the surging US Dollar: Why is the USD surging despite rising inflation?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Reformed Broker
SEPTEMBER 19, 2022
TONIGHT AT 5:30PM EST! Michael Lombardi joins Michael Batnick and I on a special episode of Live from The Compound! Michael Lombardi is a former General Manager and three-time Super Bowl-winning NFL executive, after thirty years working for the New England Patriots, San Francisco 49ers, the Oakland Raiders, and the Cleveland Browns. He also has a top-ten sports podcast, GM Shuffle, on the Ringer podcast network.
Pragmatic Capitalism
SEPTEMBER 19, 2022
Here’s a good podcast I did earlier this month about Monetary Policy and the Federal Reserve.
The Irrelevant Investor
SEPTEMBER 19, 2022
“Did you like it?” The answer to one of the most common questions in the world is not just about whether you liked the thing in question. Your response will depend on reality exceeding or falling short of expectations. How did you like it relative to how you thought you would like it? One of my colleagues told me he enjoyed the new Jurassic Park movie and I absolutely could not believe it.
Pragmatic Capitalism
SEPTEMBER 19, 2022
Here’s a new Three Minute Money episode. We’re still cranking through some basics, but this one needs reiterating because the money multiplier seems to be immortal.
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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
SEPTEMBER 19, 2022
From Bloomberg: Home-Flipper Opendoor Hit With Losses in Echo of Zillow Collapse excerpt: The company, which sells thousands of homes in a typical month, lost money on 42% of its transactions in August, according to research from YipitData. Opendoor’s performance — as measured by the prices at which it bought and sold properties — was even worse in key markets such as Los Angeles, where the company lost money on 55% of sales, and Phoenix, where the share was 76%.
Pragmatic Capitalism
SEPTEMBER 19, 2022
I joined Oliver Renick on TD Ameritrade Network last Friday to discuss the housing market and some of my recent comments from the newest Three Minute Money video.
Wealth Management
SEPTEMBER 19, 2022
New data shows that U.S. office usage is it at its highest rate since before the COVID-19 pandemic, reports The Wall Street Journal. Earn-outs might be a way to bridge the bid-ask gap between buyers and sellers, according to Propmodo. These are among today’s must reads from around the commercial real estate industry.
Pragmatic Capitalism
SEPTEMBER 19, 2022
It’s been 8 years since I first published my book Pragmatic Capitalism and I finally got around to updating the book with a Second Edition.
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.
David Nelson
SEPTEMBER 19, 2022
By David Nelson, CFA CMT. January 15, 2023 will be the 14th anniversary of the Miracle on the Hudson. Shortly after taking off from LaGuardia airport Captain Chesley “Sully” Sullenberger and Co-pilot Jeff Skiles glided a powerless Airbus A320 to a safe landing on New York’s Hudson River. Flight 1549 experienced a bird strike that shut down both engines.
Pragmatic Capitalism
SEPTEMBER 19, 2022
Interest rates are one of the most important prices in the economy, but how are they determined and what is the mechanism by which they change?
Financial Symmetry
SEPTEMBER 19, 2022
We all have visions of our ideal retirement, and none of them include a terminal illness. However, sometimes life has other plans. Today, Grace Kvantas joins me to discuss the top concerns that are often overlooked for those facing a … Continued. The post When Retirement Is Derailed by a Terminal Illness, Ep #173 appeared first on Financial Symmetry, Inc.
Pragmatic Capitalism
SEPTEMBER 19, 2022
New episode of Three Minute Money here. Is the USA in a recession?
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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.
Integrity Financial Planning
SEPTEMBER 19, 2022
Taxes are among the most common concern for people in retirement. You might be wondering how to start thinking about your tax strategy so you aren’t taxed more than you need to be. These three mistakes can help start the conversation about what a comprehensive tax strategy might look like for you. Taking Too Much Income. When you start to approach retirement, you’ll have to start thinking about transitioning from the wealth accumulation stage to the income stage of your life.
Pragmatic Capitalism
SEPTEMBER 19, 2022
The most recent headline CPI came in at 9.1% so it might seem odd to think that the risk of disinflation and deflation is rising.
Wealth Management
SEPTEMBER 19, 2022
Building off the momentum of this spring's Snapshot launch, Blueprint provides an interactive and customizable tool for visualizing and organizing a prospect or client’s household financial data.
Pragmatic Capitalism
SEPTEMBER 19, 2022
I joined Matt McCall on the Making Money show for an update on my macro outlook for the rest of the year and the coming years.
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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!
Wealth Management
SEPTEMBER 19, 2022
Amid housing sales slowdown, potential home sellers turn to becoming landlords, reports The Wall Street Journal. Real estate firms were among those most likely to have workers in the office in September in New York City, according to GlobeSt.com. These are among today’s must reads from around the commercial real estate industry.
Pragmatic Capitalism
SEPTEMBER 19, 2022
I joined The Investor’s Podcast for the 9th time! I am officially the Alec Baldwin of the show, but far less handsome.
Million Dollar Round Table (MDRT)
SEPTEMBER 19, 2022
By Jaslyn Ng For me, achieving MDRT’s Court of the Table qualification was a combination of many things, and I found there was an order to how those were done. Since Court of the Table is three times the qualifying requirements of MDRT, mathematically it seems like to achieve Court of the Table, we need to put in at least three times more effort. Is that true, though?
Pragmatic Capitalism
SEPTEMBER 19, 2022
I often talk about the importance of understanding banking and the relationship between inside money and outside money.
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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.
Wealth Management
SEPTEMBER 19, 2022
In a newly-released risk alert, the commission’s Department of Examinations highlighted potential areas of focus for the rule, which has a Nov. 4 compliance date.
Pragmatic Capitalism
SEPTEMBER 19, 2022
* This is a bit off topic, but as a casual golfer/watcher and economic nerd I think it’s an interesting topic.
XY Planning Network
SEPTEMBER 19, 2022
9 MIN READ. You've made the decision to launch your firm —c ongratulations! You’re on your way to serving the clients you want, in the way you want, while building a business with enough revenue to live the lifestyle you want. That takes courage and commitment. Now that commitment will be tested as you prepare to launch and build a successful practice.
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