Tue.Aug 30, 2022

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U.S. Cropland Values Hit Record Highs

The Big Picture

Source: AgWeb. If you are interested (as I am) in Real Estate , then allow me to suggest you consider exploring the world of Farmland. It is something I have done for a while, and it is a fascinating rabbit hole to fall into. Not so much as an investor, but as someone interested in how agriculture works (but yes, there is an investor angle here as well).

Sales 358
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#FA Success Ep 296: Unblocking Clients Who Keep Not Implementing By Exploring Their Financial Psychology, With Ed Coambs

Nerd's Eye View

Welcome back to the 296th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ed Coambs. Ed is the founder of Healthy Love & Money, a financial therapy practice in Charlotte, North Carolina that helps couples and families uncover and understand the roots of their underlying financial conflicts. What's unique about Ed, though, is how as a former financial advisor turned financial therapist, he utilizes couples therapy techniques to help his clients dig deeper int

Clients 174
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10 Tuesday AM Reads

The Big Picture

My Two-for-Tuesday morning train WFH reads: • Revenge of the Founders : A Generational Struggle on Wall Street The abrupt departure of Kewsong Lee as Carlyle Group’s chief executive followed conflicts over how to run the financial firm. ( New York Times ) see also A Who’s Who of Silicon Valley Lawyers Up for the Musk-Twitter Trial : More than 100 subpoenas have been issued to techies like Jack Dorsey and Marc Andreessen as Twitter tries to force Elon Musk to complete a $44 billion deal.

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Short Sellers Take Over

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: ?200-Day Moving Average – S&P 500 Days Below 200-Day MA. ?Shorts Fired Up – Highest short S&P 500 futures activity since summer 2020. ?

Investing 130
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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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Research links: diluting trend

Abnormal Returns

ESG Historically good companies to work for have been good investments. (advisorperspectives.com) How financial markets respond to climate risks. (alphaarchitect.com) Why ESG ratings are no way to run a portfolio. (ft.com) Stock markets in autocratic countries experience lower returns and more risk. (evidenceinvestor.com) Research How time horizon affects your choice of factors.

Retail 130

More Trending

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Tuesday links: implicit momentum

Abnormal Returns

Markets The S&P 500 has been below its 200 day moving average for awhile now. (theirrelevantinvestor.com) The U.S. farmland bull market continues apace. (ritholtz.com) The price of the Bloomberg terminal is increasing to nearly $30,000 a year. (on.ft.com) Sequence of returns It's not just retirees that face sequence of returns risk. (morningstar.com) Flexibility is important in dealing with sequence of returns risk.

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Case-Shiller: National House Price Index "Decelerated" to 18.0% year-over-year increase in June

Calculated Risk

S&P/Case-Shiller released the monthly Home Price Indices for June ("June" is a 3-month average of April, May and June closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P: S&P Corelogic Case-Shiller Index Decelerated in June The S&P CoreLogic Case-Shiller U.S.

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Beating the Market—By Lying

Validea

Fund managers have been changing the benchmarks they compared themselves to in order to make their past returns appear better than they really are, reports an article by Jason Zweig in The Wall Street Journal. A research study from Kevin Mullally of the University of Central Florida and Andrea Rossi of the University of Arizona found that 37% of all stock mutual funds in the U.S. made this kind of switch between 2006 and 2018.

Marketing 115
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Las Vegas July 2022: Visitor Traffic Down 5.3% Compared to 2019

Calculated Risk

Note: I like using Las Vegas as a measure of recovery for both leisure (visitors) and business (conventions). From the Las Vegas Visitor Authority: July 2022 Las Vegas Visitor Statistics July saw the highest monthly visitation since the start of the pandemic, reaching nearly 3.5M visitors for the month, up 5.7% YoY and just 5.3% below the July 2019 tally.

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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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It’s Different This Time

The Irrelevant Investor

Investors got used to spending a lot of time near all-time highs over the last decade. There have been dips and corrections and a couple of bear markets, but all of them were quickly erased. The V-shaped recovery was something investors could hang their hats on. Well, as the saying goes, we’re not in Kansas anymore. It really is different this time.

Marketing 111
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Financial Advisor Lead Generation Tips You’ll Want to Try Right Now

Covisum

Historically, financial advisors have relied on word of mouth and cold-calling to generate new leads and grow their business, but consumer preferences have changed. Today’s consumers generally don’t respond well—if at all—to cold calls, and online business reviews have become the new word of mouth.

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Comments on June Case-Shiller and FHFA House Price Increases

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller National House Price Index "Decelerated" to 18.0% year-over-year increase in June Excerpt: Both the Case-Shiller House Price Index (HPI) and the Federal Housing Finance Agency (FHFA) HPI for June were released today. Here is a graph of the month-over-month (MoM) change in the Case-Shiller National Index Seasonally Adjusted (SA).

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What Happens If You Die Without a Will?

Mullooly Asset Management

If you die without a will, the laws of whatever state you lived (or owned property) in will dictate how your estate gets distributed. If last week’s blog post didn’t give you reason enough to create and regularly update your will, maybe this week will do the trick! What Happens if you Die Without a […].

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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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Wednesday: ADP Employment, Chicago PMI

Calculated Risk

Wedneday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:15 AM, The ADP Employment Report for August. This report is for private payrolls only (no government). This is the first release of a new methodology. • At 9:45 AM, Chicago Purchasing Managers Index for August.

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Tough Talk From the Fed

A Wealth of Common Sense

Fed Chair Jerome Powell is serious about bringing down inflation: Restoring price stability will take some time and requires using our tools forcefully to bring demand and supply into better balance. Reducing inflation is likely to require a sustained period of below-trend growth. Moreover, there will very likely be some softening of labor market conditions.

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Use of Alternative Investments Is Increasing, but There’s Still Room to Grow

Wealth Management

WealthManagement.com’s latest research study offers detailed perspective on which alternatives are the most popular, what factors prompt investor interest – and what factors provoke caution.

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Animal Spirits: Why So Bearish?

The Irrelevant Investor

Today’s Animal Spirits is brought to you by YCharts: See here for YCharts research on which leading indicators best predict market declines. On today’s show we discuss: A Wealth of Common Sense on student loan forgiveness Powells speech Laid-off workers quickly find jobs Want a lower mortgage rate? Take someone else’s loan NVDA earnings DLTR earnings TOL earnings Record sale for Mickey Mantle card Rich p.

Sales 92
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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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Some Buyers Hunt for Opportune “Stressed” Hotel Investments

Wealth Management

There was no wave of COVID-induced distressed buying in the hospitality sector, but there may be some strategic opportunities to buy now.

Investing 104
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What’s The Best Thing To Do With Inherited Money?

Darrow Wealth Management

There are lots of ways to spend an inheritance. But just because you have options, doesn’t mean they’re all good options. After receiving an inheritance from a loved one, heirs will often wonder: what’s the best thing to do with the money? As you consider what approach is right for your situation, consider these options for managing a large inheritance.

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BLS: Job Openings "Little Changed" at 11.2 million in July

Calculated Risk

From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 11.2 million on the last business day of July, the U.S. Bureau of Labor Statistics reported today. Hires and total separations were little changed at 6.4 million and 5.9 million, respectively. Within separations, quits (4.2 million) and layoffs and discharges (1.4 million) were little changed. emphasis added The following graph shows job openings (yellow line), hires (dark blue), Layoff, Discha

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Two Women-Led RIAs Merge With Bluespring Support

Wealth Management

The combined firm, operating under the Curo Private Wealth brand, oversees $460 million in assets and provides Bluespring with a D.C. hub that it can continue to build out.

Assets 98
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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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Creating more growth and fewer distractions

Million Dollar Round Table (MDRT)

By Matt Pais, MDRT Content Specialist With seven advisors and six support staff in the office, Carrie Rae Mullins recognizes how essential it is to get some space – away from client meetings, operations questions and more – for strategic planning. So since 2019 the three-year MDRT member from Tigard, Oregon, USA, and her business partner, Sara, have spent two days twice a year at a resort or hotel, utilizing a pre-made agenda and accomplishing as much as possible in their window of time.

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When Should You Refinance Your Mortgage?

Clever Girl Finance

If you are a homeowner, at one point or the other during the life of your mortgage, you may find yourself thinking, "is now a good time to refinance my mortgage?" The promise to save yourself thousands in payments is definitely tempting, especially when interest rates are low. But when should you refinance your mortgage, and do you really need to? Low-interest rate environments make refinancing an attractive opportunity for some.

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Seattle VC Madrona Is Opening Its First Silicon Valley Office

Wealth Management

Madrona Venture Group, a fixture of the Seattle tech scene since the dot-com days, is opening its first office in California.

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March for the Fallen 2022: Detailed Logistics Outline and What to Expect

Alpha Architect

We are about a month away from March for the Fallen (#MFTF). March for the Fallen 2022: Detailed Logistics Outline and What to Expect was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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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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Nine Must Reads for the CRE Industry Today (Aug. 31, 2022)

Wealth Management

The North American Securities Administrators Association might step up restrictions on small-time investors in real estate funds, reports The Wall Street Journal. First Solar plans a new manufacturing plant in Southeastern U.S., according to CNBC.

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A Managed Futures Fund Hits A Home Run?

Random Roger's Retirement Planning

A reader was kind enough to put a new fund in front me that runs a managed futures strategy. It's been around for a while but I'd never heard of it; AlphaSimplex Managed Futures. It's a 5 star fund per Morningstar. The symbols are an alphabet soup like all traditional mutual funds these days. The one that an RIA would use at a brokerage firm is ASFYX.

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10 Techniques for Grieving Advisors

Wealth Management

You're constantly checking in on aging clients, but who's checking in on you?

Clients 113