The Big Picture
SEPTEMBER 14, 2022
The First Totally Honest Stock Market Story. FRIDAY’S MARKETS. By Vinnie Foster Wynans III. Staff Reporter of The Wall Street Journal. The market rallied early this morning for reasons nobody understands and nobody predicted. CNBC analysts confidently asserted it had something to do with the Senegalese money supply but others pointed to revised monthly figures showing a poor tuna haul off the Peruvian coast.
Nerd's Eye View
SEPTEMBER 14, 2022
When it comes to helping clients clarify their most important financial planning goals and priorities, many advisors may find it difficult to facilitate the insightful conversations necessary to guide clients through an exploration of these values. Clients may be tempted to postpone having such intimately personal discussions, and advisors may not be certain how to frame the discussion so that it is both productive and comfortable for the client.
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Abnormal Returns
SEPTEMBER 14, 2022
Housing Downsizing in retirement is not without its challenges. (nytimes.com) It's hard to own a second home without a reliable 'guy' to take care of stuff. (marketwatch.com) The many downsides of owning a vacation home. (wsj.com) Rates If you are earning 0% on your bank deposits, it's time to look around for a better deal. (compoundadvisors.com) What you need to understand about muni bond pricing.
Calculated Risk
SEPTEMBER 14, 2022
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 1.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending September 9, 2022. This week’s results include an adjustment for the observance of Labor Day.
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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.
Wealth Management
SEPTEMBER 14, 2022
While the sector faces some unique challenges, including a shortage of power and competition for owners from their own tenants, its performance continues to be solid.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Envision Wealth Planning
SEPTEMBER 14, 2022
Smart money moves are critical for a single young woman to make upon starting a career path. It’s critical to be smart about your money as soon as you start earning it. You alone are now responsible for your personal finances, and your financial success! Keep in mind that women (on average) live longer than men. So you will need more money for yourself in the long run if you survive your husband/partner.
Advisor Websites
SEPTEMBER 14, 2022
Most of today's population relies on email to work, communicate with loved ones, get discount codes on their favourite products, stay up to date on news, and so much more.
The Irrelevant Investor
SEPTEMBER 14, 2022
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: The worst year ever The Four Pillars by William Bernstein US Dollar Strength The job market is supporting a soft landing A quick housing correction is unlikely Sparkline Capital and Liquid Venture Capital Q2 earnings insights The Robinhoo.
Calculated Risk
SEPTEMBER 14, 2022
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in August A brief excerpt: This is the second look at local markets in August. I’m tracking about 35 local housing markets in the US. Some of the 35 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
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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.
Wealth Management
SEPTEMBER 14, 2022
The Australian-based "advice engagement and client experience platform" aims to work with 150 U.S. advisors by the end of the year.
Getting Your Financial Ducks In A Row
SEPTEMBER 14, 2022
Photo credit: jb. We usually do a good job of determining who is to be the Primary Beneficiary or Beneficiaries of our retirement accounts – this is often our Spouse or some significant other such as a child (although others may be designated, more on that below). However, the contingent beneficiary designation is, in my experience, left wide open much of the time.
Million Dollar Round Table (MDRT)
SEPTEMBER 14, 2022
By By Nadia Wijatno, CLU, ChFC What metrics do you use to gauge your performance? Do you count how many people you met? How many cases you closed? How much revenue you generated or how many referrals you received? Those numbers are important measures of growth, but I believe that if we are not careful, we can become overly focused on the quantitative side of our business and neglect what I find to be equally important: the qualitative side.
Wealth Management
SEPTEMBER 14, 2022
The commission charged Marc Frankel with using stolen funds for personal expenses, including basketball tickets, tuition and travel.
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.
Conneqtor
SEPTEMBER 14, 2022
How to get clients as a financial advisor who leads with advice If you’re a Financial Advisor, independent or not, it’s your responsibility to get more clients by marketing your services. So, where on earth do you start when it comes to selling your products and services?
Wealth Management
SEPTEMBER 14, 2022
The direct indexing platform designed to construct customized, values-based portfolios remains one of the last independent firms in its space.
A Wealth of Common Sense
SEPTEMBER 14, 2022
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: The worst year ever The Four Pillars by William Bernstein US Dollar Strength The job market is supporting a soft landing A quick housing correction is unlikely Sparkline Capital and Liquid Venture Capital Q2 earnings insights The Robinhoo.
Wealth Management
SEPTEMBER 14, 2022
The commission charged Marc Frankel with using stolen funds for personal expenses, including basketball tickets, tuition and travel.
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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.
Norman Marks
SEPTEMBER 14, 2022
The IIA is in the process of revamping their International Professional Practices Framework (IPPF), including the Mission, Core Principles, and Standards. I think that is an excellent move and am encouraged by what I have heard and seen of the Evolution update in progress. There is one area where I think that we (collectively, as […].
Wealth Management
SEPTEMBER 14, 2022
If a structure isn’t reported properly from the beginning, the resulting tax liability can undermine all other substantive goals.
Yardley Wealth Management
SEPTEMBER 14, 2022
The post Back to the Investment Basics appeared first on Yardley Wealth Management, LLC. Back to the Investment Basics Part 1: Remembering Summers Past There were so many big events competing for our attention this summer … said nearly every investor, almost every summer, ever. We’re not making light of this summer’s uncertainties. Inflation is real, and needs to be managed; we also can’t rule out the possibility we’ll still see stagflation and/or a recession (although neither has happened yet
Wealth Management
SEPTEMBER 14, 2022
The window of opportunity for distressed assets in this cycle will depend mainly on whether or not a recession materializes.
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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!
Mullooly Asset Management
SEPTEMBER 14, 2022
In this week’s video, Casey talks about the assumptions retirement calculators make and how they might not apply to everyone. There are certain assumptions that have to be made when planning for retirement, but what happens when life changes? Or when those expectations don’t actually pan out? Your life is so much more than nuanced […].
Wealth Management
SEPTEMBER 14, 2022
Apex CEO Bill Capuzzi discusses the future of custody and the possibility of taking another run at going public.
Calculated Risk
SEPTEMBER 14, 2022
Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, The Producer Price Index for August from the BLS. The consensus is for a 0.1% decrease in PPI, and a 0.3% increase in core PPI. On COVID (focus on hospitalizations and deaths): COVID Metrics Now Week Ago Goal New Cases per Day 2 67,342 74,627 ?
Wealth Management
SEPTEMBER 14, 2022
The Los Angeles Times profiles some recent office-to-apartment conversions. A railroad workers strike would bring major disruption to the U.S. supply chain, according to a Chain Store Age interview with an industry expert. These are among today’s must reads from around the commercial real estate industry.
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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.
Trade Brains
SEPTEMBER 14, 2022
Fundamental Analysis of Adani Enterprises: A week ago Gautam Adani made news by surpassing Bernard Arnault & family to become the third richest person in the world. His net worth stands at an astonishing $137.4 billion. Have you ever wondered how this college dropout went on to become the 3rd richest in the world? And how his rise is closely tied to Adani Enterprises Ltd.?
Wealth Management
SEPTEMBER 14, 2022
Open, honest and candid discussions about the latest news in the RPA industry.
WiserAdvisor
SEPTEMBER 14, 2022
The average retirement age in America is 63. This may seem like many years in the future if you are in your 20s. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.
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