The Big Picture
OCTOBER 26, 2022
Today’s edition of “ Nobody Knows Anything ” is about a once-dominant mobile phone maker. Exactly 15 years ago, Forbes’s new cover story lauded Olli-Pekka Kallasvuo, Nokia’s CEO. The headline trumpeted: “Nokia, one billion customers – can anyone catch the cell phone king?” It was posted online October 26, 2007 — 15 years ago today.
Nerd's Eye View
OCTOBER 26, 2022
Roth conversions are, in essence, a way to pay income taxes on pre-tax retirement funds in exchange for future tax-free growth and withdrawals. The decision of whether or not to convert pre-tax assets to Roth is, on its surface, a simple one: If the assets in question would be taxed at a lower rate by converting them to Roth and paying tax on them today, versus waiting to pay the tax in the future when they are eventually withdrawn, then the Roth conversion makes sense.
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Abnormal Returns
OCTOBER 26, 2022
Podcasts Peter Lazaroff talks with Bob Seawright about how to make behavioral finance actionable. (peterlazaroff.com) Christine Benz and Jeff Ptak talk FIRE with Kiersten and Julien Saunders authors of a new book called "Cashing Out: Win the Wealth Game by Walking Away." (morningstar.com) Investing Bear markets have a tendency to compress investor time frames.
Pragmatic Capitalism
OCTOBER 26, 2022
Bond vigilantes reflect the idea that bond investors can attack a government debt market and dictate terms that the government wouldn’t otherwise desire.
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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.
Abnormal Returns
OCTOBER 26, 2022
Strategy Why investors have turned away from actively managed funds. (on.ft.com) Why so few investors utilize managed futures. (blog.validea.com) There really are only four outcomes to a trade. (allstarcharts.com) Innovation Nokia ($NOK) is an object lesson in the innovator's dilemma. (ritholtz.com) Newly minted unicorns are once again a rarity. (wapo.st) a16z is feeling the pain of the crypto crash.
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The Big Picture
OCTOBER 26, 2022
My mid-week morning train reads: • Fed Is Losing Billions, Wiping Out Profits That Funded Spending : Central banks around the world paying more in interest Governments may need to make up holes at central banks The Marriner S. Eccles Federal Reserve building in Washington, DC. ( Bloomberg ). • There is a rosy projection for the US economy. Americans may not have felt it : 2.9% GDP?
Nationwide Financial
OCTOBER 26, 2022
Recently, investors might feel that every rally in the S&P 500® Index will eventually end with aggressive selling, unleashing volatility and crushing investor sentiment. In times of peaking pessimism and extreme bearishness, investors often try to parse how the financial markets are reflecting an array of risks. After all, understanding risk is a crucial part of the investment process.
Calculated Risk
OCTOBER 26, 2022
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Decreased in September; Completed Inventory Increased Brief excerpt: The next graph shows the months of supply by stage of construction. “Months of supply” is inventory at each stage, divided by the sales rate. There are 1.1 months of completed supply (red line). This is about two-thirds of the normal level.
Wealth Management
OCTOBER 26, 2022
The $4 billion dividend “could be a massive improper giveaway to certain shareholders,” Washington D.C. Attorney General Karl Racine said Wednesday on CNBC’s Squawk Box, in announcing that the AGs had asked Albertsons to pause the payout.
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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
OCTOBER 26, 2022
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 1.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending October 21, 2022. The Refinance Index increased 0.1 percent from the previous week and was 86 percent lower than the same week one year ago.
Wealth Management
OCTOBER 26, 2022
National chains that feature gas stations, like Wawa, 7-Eleven, Shell, Speedway and Cumberland Farms, are attracting a new generation of net lease investors.
Yardley Wealth Management
OCTOBER 26, 2022
The post We Are All Human appeared first on Yardley Wealth Management, LLC. We Are All Human It’s easy for us to compare ourselves to other people whose successes look effortless or who seem to have it all. But that’s not fair to yourself and your own situation. Everybody’s different, and everybody has their own way of getting where they need to go.
Wealth Management
OCTOBER 26, 2022
The Real Deal profiles investor Quintin Primo. Starbucks is opening a megastore at the Emire State Building, according to Chain Store Age. These are among today’s must reads from around the commercial real estate industry.
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.
Carson Wealth
OCTOBER 26, 2022
Aquanaut, by Rick Stanton, tells the incredible true story of how an amateur, although hugely experienced, cave diver was called to assist and ultimately rescue twelve Thai soccer boys and their coach who had disappeared in the Tham Luang Cave in Thailand in 2018. Their plight made international news, and their unbelievable rescue by an older retired firefighter, Stanton himself, is the stuff of legend.
Wealth Management
OCTOBER 26, 2022
In the SEC proposal, RIAs would not be allowed to outsource to third parties unless they meet certain new requirements; some say the rule would be an extra burden for smaller advisors.
oXYGen Financial
OCTOBER 26, 2022
Wealth Management
OCTOBER 26, 2022
Due diligence tips for advisors looking to incorporate life insurance into their service offerings.
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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.
Steven J. Wilson
OCTOBER 26, 2022
Digital marketing for real estate is essential if you want to stay ahead of the competition and get more home sales. Today, more than ever, homebuyers are using the internet to find their next home. There are also more real estate agents than ever before. Digital marketing for real estate is a way for agents. Read more. The post Digital Marketing For Real Estate: 10 Tips For More Home Sales appeared first on Steven J.
Wealth Management
OCTOBER 26, 2022
A new study shows why millennials may need to scrimp and save to equal their parents’ financial success.
Integrity Financial Planning
OCTOBER 26, 2022
No one likes to talk about a budget, but is it wise to start one before going on a fixed income in retirement? Brian talks about what a budget or a spending plan can look like and why it matters. From investing choices to small business decisions, Brian answers three questions on today’s show. Here are the scenarios we discuss on today’s show: Do I need to start budgeting before retirement?
Wealth Management
OCTOBER 26, 2022
Cannabis ETFs were among those posting the worst returns over the last three 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!
Calculated Risk
OCTOBER 26, 2022
On Q3 GDP from Goldman: "The September new home sales and inventory data were slightly better than our previous assumptions on net, and we boosted our Q3 GDP tracking estimate by one tenth to +2.5% (qoq ar) ahead of tomorrow’s report." From BofA: "The trade and inventory data lowered our 3Q GDP tracking estimate from 2.5% q/q saar to 2.0% q/q saar." Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios.
Wealth Management
OCTOBER 26, 2022
Open, honest and candid discussions about the latest news in the RPA industry.
Steven J. Wilson
OCTOBER 26, 2022
Digital marketing for startups can be a challenge. There are so many different marketing channels and strategies to choose from, and it can be tough to know where to start. But if you want your startup to succeed, you need to put in the effort and create a strong digital marketing strategy. As a startup, Read more. The post Digital Marketing For Startups: 10 Strategies For Strong Growth appeared first on Steven J.
Wealth Management
OCTOBER 26, 2022
Could this approach turn the estate-planning industry upside down?
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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.
Steven J. Wilson
OCTOBER 26, 2022
Digital marketing for hotels can be a great way to increase occupancy rates and drive bookings. By using some of the strategies below, you can reach new guests, improve your online visibility, and boost your bottom line. In almost every city, when you search for hotels you will be hit with a number of options. Read more. The post Digital Marketing For Hotels: 10 Strategies To Increase Bookings appeared first on Steven J.
Wealth Management
OCTOBER 26, 2022
Many children born into prominent families struggle with the expectations.
NAIFA Advisor Today
OCTOBER 26, 2022
When Michael Herring, CLU, ChFC, LUTCF , was studying business in college, he expected to build a career in finance, but he decided to change direction when he took a course on insurance. After graduation, he took a job as a claims adjuster and, three years later, became an insurance agent. Now, he works primarily with Nebraska’s farming community. He protects their farmhouses, combines, and tractors; provides liability coverage for the rare chemical spill or animal collision; and is his clients
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