The Big Picture
OCTOBER 20, 2022
Which cities have the greatest housing bubble risk? That is the basis of this very interesting graphic from UBS. The full PDF is well worth your time to peruse through – you can find it here: UBS Global Real Estate Bubble Index. Source : UBS Global Real Estate Bubble Index 2022. The post Global Real Estate Bubble Index appeared first on The Big Picture.
Abnormal Returns
OCTOBER 20, 2022
Strategy Diversifiers don't always work. (rogersplanning.blogspot.com) Another example of why running money is difficult. (ft.com) Crypto The vast majority of El Salvador thinks its Bitcoin experiment was a mistake. (barrons.com) IPOs Aside from Airbnb ($ABNB), gig economy stocks have been a disaster. (oversharing.substack.com) Newly public real estate startups have been a disaster as well.
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Nerd's Eye View
OCTOBER 20, 2022
In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios. These concerns have compelled many clients to reach out to their advisors, urging them to make changes in response to the political environment.
Abnormal Returns
OCTOBER 20, 2022
Business Why Mark Cuban teamed up with Alex Oshmyansky to try to disrupt the pharmaceutical industry. (dmagazine.com) Apartment property management companies are increasingly using YieldStar software to set rents. (propublica.org) How TikTok came to rule the Internet. (wapo.st) How the TMZ model works. (trungphan.substack.com) Society Like it or not, West Virginia's future is in being able to move beyond coal.
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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
OCTOBER 20, 2022
In this new episode of Three Minute Money I discuss some of the best options for investing cash right now.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
OCTOBER 20, 2022
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Oct 15, 2022. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory continued to grow, increasing 34% above one year ago.
Wealth Management
OCTOBER 20, 2022
The Real Deal looks at universities that own the most real estate in New York City. Black developers are refusing to work with an LA City Councilman on the Angels Landing project, reports Los Angeles Times. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
OCTOBER 20, 2022
The DOL reported : In the week ending October 15, the advance figure for seasonally adjusted initial claims was 214,000 , a decrease of 12,000 from the previous week's revised level. The previous week's level was revised down by 2,000 from 228,000 to 226,000. The 4-week moving average was 212,250, an increase of 1,250 from the previous week's revised average.
Wealth Management
OCTOBER 20, 2022
At its annual Fearless Investing Summit in Salt Lake City, CEO Aaron Klein also announced that the company would not become a turnkey asset management platform.
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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.
A Wealth of Common Sense
OCTOBER 20, 2022
In the spring of 2020 I wrote a piece about how the Fed’s actions during financial crises could make stock market returns lower in the future. This was the gist of it: If the stock market during the worst economic contraction in 90 years can be smoothed out by government spending and Fed actions, does this change the risk-return framework in the stock market going forward?
Wealth Management
OCTOBER 20, 2022
The deal reinforces the appeal of physical stores and will likely bring up the value of centers currently anchored by Albertsons, according to brokers.
Million Dollar Round Table (MDRT)
OCTOBER 20, 2022
By Kevin J. Murphey, M Ed, RFC When people think about their life, they’re not thinking about life insurance. They’re thinking about putting food on the table and what they must do this week or this year. Part of being a good financial advisor, however, is talking people through their entire lifetime and explaining to them that their life is all too brief.
Wealth Management
OCTOBER 20, 2022
Jeff Boudjouk shares his harrowing journey and how he and his partner Anthony Landi found a new home in independence with Kestra Private Wealth Services as Northeast Investment Group.
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.
Validea
OCTOBER 20, 2022
Negative investment returns are expected to be the norm this year, as pension plans face an uphill battle to hit yearly gains. That’s left many investors looking for the right mix for their portfolios, and BlackRock, the largest asset manager in the world, touts their approach as the ideal asset mix, reports an article in Chief Investment Officer. Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Screen for Stocks Using Peter Lynch’s GARP Method.
Wealth Management
OCTOBER 20, 2022
At its annual Fearless Investing Summit in Salt Lake City, CEO Aaron Klein also announced that the company would not become a turnkey asset management platform.
Validea
OCTOBER 20, 2022
In an interview with Financial Advisor , economist Paul R. Samuelson advises investors to buy stocks and hold them, without trying to time the market, and don’t panic during a decline. Samuelson, the son of Paul A. Samuelson, the Nobel Prize-winning economist whose work influenced Vanguard founder Jack Bogle to create the first mutual fund index accessible to the public and who often conferred with Warren Buffett, also advised not paying more taxes than you need to.
Wealth Management
OCTOBER 20, 2022
Private Advisor Group President Frank Smith will take over for Moore in January, in a planned succession for the 60-year-old CEO.
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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.
Nationwide Financial
OCTOBER 20, 2022
With weeks to go until the midterm elections, many people closely watch the latest political news and follow every twist of different campaigns. From a financial planning standpoint, investors need to maintain an objective view of the news during this time and avoid emotional investment decisions influenced by politics. To help financial professionals and their clients stay informed during this election cycle, watch this Nationwide webinar with insights on the midterms from a political and finan
Wealth Management
OCTOBER 20, 2022
The turbulent market environment offers investors the chance to harvest losses and strategically reposition portfolios.
Validea
OCTOBER 20, 2022
Hedge funds are typically considered a place where high net worth investors can invest in sophisticated investment strategies that the average investor doesn’t have access to. But that has changed in recent years. More and more strategies that have typically been deployed via hedge funds can now be accessed via liquid, lower fee vehicles like mutual funds and ETFs.
Wealth Management
OCTOBER 20, 2022
Powerful cloud-based analytics from Snowflake and Amazon Web Services' Redshift will empower advisors, according to our tech columnist.
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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!
Clever Girl Finance
OCTOBER 20, 2022
Financial wellness is an ongoing game, which means you regularly need to pause and check in on your accounts to see how things are going. One way to do this is by assessing your liquid net worth. But what does liquid net worth mean? We've got you covered in this article. If you follow the personal finance community, then you've probably read up on net worth before.
Wealth Management
OCTOBER 20, 2022
As benefits get adjusted for inflation, waiting longer to receive those checks will pay off even more.
Mullooly Asset Management
OCTOBER 20, 2022
In this week’s video, Tom references a survey done by AARP that shows 45% of people would rather go to the dentist than meet with an investment advisor. People deserve complete transparency when working with an investment advisor. When folks don’t understand their investments and aren’t provided with all the details, it leads to bad […].
Wealth Management
OCTOBER 20, 2022
Cerberus Capital Management paid $350 million in 2006 for struggling Albertsons stores as a real estate play. In the years since, the private equity firm has added to its stake, bulked up through acquisitions and (repeatedly) tried to part with the U.S. grocer.
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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.
Hubly
OCTOBER 20, 2022
There is a talent shortage in the financial services industry and so it is more important than ever to retain employees. One financial service associate provides transparency into why employees quit by openly sharing why she left her financial advisory firm.
Wealth Management
OCTOBER 20, 2022
Municipal bonds are a relatively safe investment with tax-free interest that gives them an advantage over other fixed-income assets.
Steven J. Wilson
OCTOBER 20, 2022
Small business SEO may seem daunting, but it doesn’t have to be. With a little time and effort, you can improve your website’s ranking in Google search results, which will help more customers find your business online. Customers find businesses through search engines like Google, so it’s important to make sure your website is optimized.
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