The Big Picture
JULY 28, 2022
Following a negative GDP print in the first quarter, a strong but inflation-racked economy expanded in the second quarter on a nominal basis, but contracted in real inflation-adjusted terms. BEA reported “Real gross domestic product decreased at an annual rate of 0.9 percent in the second quarter of 2022, following a decrease of 1.6 percent in the first quarter.
The Reformed Broker
JULY 28, 2022
It’s been an honor and a pleasure writing, recording and filming for you guys all year. 2022 has been incredibly challenging as an investor, a financial advisor, an investment advisory CEO and a professional market commentator. Tough all around. Like everyone else, I’ve gotten some stuff right and some stuff wrong this year. Based on this week’s reaction to large cap technology company earnings and the F.
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Nerd's Eye View
JULY 28, 2022
Financial advisors are often innately inclined to set long-term goals and stay on the course to help their clients achieve their goals, as the advisor understands the bigger picture of having a financial roadmap and its benefits. However, when long-term goals in a financial plan are too rigid, many clients may not be naturally inclined to stick with those goals or even with the financial advisor.
Abnormal Returns
JULY 28, 2022
Books Five insights from Kathryn Judge's new book "Direct: The Rise of the Middleman Economy and the Power of Going to the Source." (nextbigideaclub.com) An excerpt from Paul Pringle’s new nonfiction thriller "Bad City: Peril and Power in the City of Angels." (hollywoodreporter.com) Climate change Climate change denial has been an organized PR effort on behalf of industry.
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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
JULY 28, 2022
1) Are we in a recession? 2) The housing downturn is only just beginning. 3) Is the Fed pivoting to easing? .
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JULY 28, 2022
The DOL reported : In the week ending July 23, the advance figure for s easonally adjusted initial claims was 256,000 , a decrease of 5,000 from the previous week's revised level. The previous week's level was revised up by 10,000 from 251,000 to 261,000. The 4-week moving average was 249,250, an increase of 6,250 from the previous week's revised average.
A Wealth of Common Sense
JULY 28, 2022
A reader asks: As a long term investor (10-20 year horizon) is it worth selling portions of a stock when it’s up and taking some profits, maybe reinvesting when the price goes down or pocketing the money? Or, is it best to stay “all in” regardless of the ups and downs? There are two different ways to think about this question. One is the Charlie Munger approach.
Calculated Risk
JULY 28, 2022
From the BEA: Gross Domestic Product, Second Quarter 2022 (Advance Estimate) Real gross domestic product (GDP) decreased at an annual rate of 0.9 percent in the second quarter of 2022, according to the "advance" estimate released by the Bureau of Economic Analysis. In the first quarter, real GDP decreased 1.6 percent. The decrease in real GDP reflected decreases in private inventory investment, residential fixed investment, federal government spending, state and local government spending, and no
Wealth Management
JULY 28, 2022
Despite repricing taking place in the sector, overall fundamentals remain healthy with leasing for the 2022-23 academic year at healthy levels.
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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
JULY 28, 2022
Note: I like using Las Vegas as a measure of recovery for both leisure (visitors) and business (conventions). From the Las Vegas Visitor Authority: May 2022 Las Vegas Visitor Statistics Las Vegas saw another strong month of visitation in June as the destination hosted over 3.3M visitors, about 12% ahead of last June but approx. 8% behind June 2019. With room inventory reflecting the net impacts of the openings of the Virgin Hotel Las Vegas and Resorts World since the middle of last year, overall
Wealth Management
JULY 28, 2022
Multi-Housing News at the prospects for the U.S. apartment rental sector. Neiman Marcus outlines its new ‘corporate hubs’ strategy. These are among today’s must reads from around the commercial real estate industry.
Integrity Financial Planning
JULY 28, 2022
What should you focus on if we face a recession? How should your financial plan be revised over time? Find out on today’s show. Experts on divided on whether or not we are headed for a recession (or are already in one). Financial uncertainty in the market is giving a lot of people a lot of anxiety. How does Brian help his clients cope with this? You’ve got to focus more on your particular situation as opposed to the big picture of the country, the economy, or whatever because you can’t do anythi
Wealth Management
JULY 28, 2022
One securities attorney said the $2 million in fines was minimal considering the size of the firms, an indication that the SEC wants the industry to take the issue seriously.
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.
NAIFA Advisor Today
JULY 28, 2022
NAIFA CEO Kevin Mayeux, CAE , who has overseen the rebirth and transformation of NAIFA under the NAIFA 20/20 and now the NAIFA 2025 Strategic Plans knows his stuff when it comes to association management.
Wealth Management
JULY 28, 2022
The brokerage’s head count dropped a slight 1%, primarily due to Steward Partners moving out of its b/d; the RIA continues to custody assets with Raymond James.
Fortune Financial
JULY 28, 2022
In many large businesses, it’s common for employees to own stock in the company. Anyone who owns company stock will eventually have to decide how to distribute their assets — typically when there is a job change or retirement involved. When you are presented with the option to distribute your assets, you will have the choice to roll them into an IRA or place the stock into a taxable account and then roll the remaining assets into an IRA or 401(k).
Wealth Management
JULY 28, 2022
Fincadia Group was attracted to Arete Wealth's bespoke alternatives offerings for HNW clients, including a partnership with art investment platform Masterworks.
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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.
Alpha Architect
JULY 28, 2022
What are the consequences of widespread ESG-based portfolio exclusions on the expected returns of firms subject to exclusion? We consider two possible theoretical explanations. 1) Short-term price pressure around the exclusions leading to correction of mispricing going forward. 2) Long term changes in required returns. We use the exclusions of Norwegian Government Pension Fund Global (GPFG -`The Oil Fund') to investigate.
Wealth Management
JULY 28, 2022
The U.S. is the epicenter of the world. It’s also on the leading edge of property management. But is it …?
Million Dollar Round Table (MDRT)
JULY 28, 2022
By Matt Pais, MDRT Content Specialist All advisors have been in a situation when they just can’t get certain prospects to return their calls and address whether they want to do business together. Dharmesh Goel , a 15-year MDRT member from Downers Grove, Illinois, has a solution to this problem: Send them an empty UPS envelope. “What would I do in that kind of situation?
Wealth Management
JULY 28, 2022
Five years ago, Phil Fiore and his team left UBS to launch Procyon Partners and since have expanded services and are achieving extraordinary M&A success.
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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!
Validea
JULY 28, 2022
In each episode of Excess Returns we ask all our guests one standard closing question: Based on your experience in markets, if you could teach one lesson to your average investor, what would it be? The question has allowed us to distill the major lessons that some of the best investors we know have learned in their careers into easy to understand principles that all of us can learn from.
Wealth Management
JULY 28, 2022
This time, even clients said they have "had enough" of a former broker contacting them to join him at Ameriprise.
Trade Brains
JULY 28, 2022
Popular Demergers in India: The recent demerger of Motherson Sumi Wiring India Limited from Motherson Sumi Systems Limited had investors worried for some time since the share price of the company tanked by more than 22%, soon after the demerger was confirmed. Investors who are familiar with demergers might have been calm, but it left new entrants worried about their investment.
Wealth Management
JULY 28, 2022
The founder and CEO of NightShares discusses how night trading sessions fit into an investment portfolio.
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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.
FMG
JULY 28, 2022
We are so excited to kick off our “Meet the Team” blog series, and for our first one we chatted with Customer Success Coordinator, William Schaefermeyer. When he isn’t working with advisors and customers to ensure they are achieving their goals, he loves to travel, play the piano and play chess. To learn more about William and what he does in his free time, be sure to check out our first “Meet the Team” blog.
Wealth Management
JULY 28, 2022
The CEO and co-founder of Innovator Capital Management discusses pushing boundaries within the ETF market.
Wealthfront
JULY 28, 2022
Taxes often signal good news for investors: they’re usually a sign you’re making money. At the same time, taxes can also eat into your returns and reduce the amount of earnings that you get to keep. Fortunately, there’s a lot you can do as an investor to lower your tax bill and invest more tax-efficiently. […]. The post How Can I Minimize Taxes When I Invest?
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