The Reformed Broker
JANUARY 17, 2023
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: ►Earnings – “Expect an in-line 4Q, but it’s earnings recession ex-Energy” ►Jamie Dimon’s Hurricane – “The U.S. economy currently remains strong with consumers still spending excess.
The Big Picture
JANUARY 17, 2023
My Two-for-Tuesday morning train WFH reads: • Are Declining Interest Rates Responsible for Stock Growth? While declining interest rates have been responsible for stock growth (at least at the extremes), interest rate changes don’t always determine our investment destiny. What does though? Fundamentals: ( Of Dollars And Data ) see also The Long-Term Wins : These periods do seem arbitrary but the changing of the calendar from one year to the next offers a good chance for market nerds like myself
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Abnormal Returns
JANUARY 17, 2023
Markets Market breadth has been historically positive. (quantifiableedges.com) 2022 in review with charts including the good times for cash and commodities. (bilello.blog) Rates Allocators can now meet goals with bonds and not rely so much on stocks. (wsj.com) Where do high-yield spreads stand today? (mailchi.mp) Strategy Unexpected things happen in the markets all the time.
The Reformed Broker
JANUARY 17, 2023
Final Trades: Nextera, Corning & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Advertisement
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
JANUARY 17, 2023
Retirement How the rise of target-date funds affect the markets. (papers.ssrn.com) How Canadian pension funds manage money differently. (caia.org) Retirement participants who use managed accounts were the least likely to trade and the most likely to seek advice during the Covid period. (papers.ssrn.com) Research The illiquidity premium is theory not a 'law of nature.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JANUARY 17, 2023
Way back in 2006 I disagreed with some analysts on the outlook for the Inland Empire in California. I wrote : As the housing bubble unwinds, housing related employment will fall; and fall dramatically in areas like the Inland Empire. The more an area is dependent on housing, the larger the negative impact on the local economy will be. So I think some pundits have it backwards: Instead of a strong local economy keeping housing afloat, I think the bursting housing bubble will significantly impact
Wealth Management
JANUARY 17, 2023
As portfolio performance becomes the top concern among clients, one in four have either thought about switching, or switched, financial advisors in the last three years, a YCharts survey found.
Good Financial Cents
JANUARY 17, 2023
Most people have never heard of a SIMPLE IRA and are curious to know the rules, limits and how it differs from a 401(k). A SIMPLE IRA sounds “simple” to setup but is it really that easy? And how does it compare to the 401k and other retirement plans that exist? We’ll answer that and more as we take a deep dive into the Simple IRA rules and limits.
Wealth Management
JANUARY 17, 2023
WMRE asked Michael Osherovitz, FTI’s new head of its private client tax group, about the biggest issues facing HNW investors and family offices who have real estate holdings.
Advertisement
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.
Advisor Perspectives
JANUARY 17, 2023
The Consumer Price Index for Urban Consumers (CPI-U) released for December puts the year-over-year inflation rate at 6.45%. It is well above the 3.74% average since the end of the Second World War and above its 10-year moving average, now at 2.5%.
Wealth Management
JANUARY 17, 2023
The rising cost of interest rate caps could precipitate some real estate investors who can no longer afford the hedges to sell their assets, reports The Wall Street Journal. Multi-Housing News has a special report on the state of affordable housing policy. These are among today’s must reads from around the commercial real estate industry.
A Wealth of Common Sense
JANUARY 17, 2023
Most investors would probably like to move on and forget about 2022 when it comes to market performance. It was an all-time bad year for the markets. But there were some valuable lessons in the carnage. You learn more about yourself during a bear market than a bull market. This piece I wrote at Fortune delves into 5 lessons for investors from 2022. * Last year was one of the worst for financial markets in modern eco.
Wealth Management
JANUARY 17, 2023
After Anne Heche's death, her son, Homer, and former partner, James Tupper, fought in court over who would be her estate administrator and guardian of her youngest son, Atlas.
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.
Advisor Perspectives
JANUARY 17, 2023
This morning we got the latest Empire State Manufacturing Survey. The diffusion index for General Business Conditions at -32.9 was a decrease of 21.7 from the previous month's -11.2. This was the index's lowest reading since May 2020 and the fifth worst reading in survey history. The Investing.com forecast was for a reading of -8.7.
The Irrelevant Investor
JANUARY 17, 2023
Today’s Animal Spirits is brought to you by American Century Investments: See here for more information on American Centuries Short Duration Strategic Income ETF On today’s show, we discuss: BlackRock vs. Goldman in the fight over 60/40 2023 was a record year for US dividends Neil Dutta and Conor Sen on the chances of a US soft landing New York manufacturing activity plunges to lowest since May 2020 Egg prices hav.
Wealth Management
JANUARY 17, 2023
Commercial Observer looks at why proptech VCs view multifamily as the most attractive sector to focus on right now. In 2022, China has experienced its first drop in real estate investment in more than 20 years, reports Reuters. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
JANUARY 17, 2023
Today, in the Calculated Risk Real Estate Newsletter: Homebuilder Price Cuts A brief excerpt: A short note on homebuilder price cuts courtesy of Rick Palacios Jr., Director of Research at John Burns Real Estate Consulting (a must follow for housing on twitter!): From Palacios on Twitter : Nationally, just 16% of home builders haven't had to drop prices since the market peaked in March 2022.
Advertisement
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.
Wealth Management
JANUARY 17, 2023
In a call detailing Morgan Stanley’s Q4 earnings, Chairman and CEO James Gorman said he expected the company’s wealth and investment management businesses to become a larger portion of the firm’s pre-tax profits.
Alpha Architect
JANUARY 17, 2023
The illiquid nature of the asset class makes the demystifying of private equity returns difficult to achieve under any circumstances, but the framework presented in this article should move the reader closer to the goal. Expected Returns for Private Equity Will Probably Suck was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
JANUARY 17, 2023
Its faltering attempts to develop a stream of steady, repeatable revenue stand in stark contrast to its rival’s resilience in asset management.
Advisor Perspectives
JANUARY 17, 2023
As a financial coach whose mission is to talk fee-only advisors “off the fence” of procrastination, I frequently answer two questions.
Advertisement
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!
Wealth Management
JANUARY 17, 2023
You can tell a lot about a nation by whom it chooses to honor on its currency.
Clever Girl Finance
JANUARY 17, 2023
Do you love to crack open the spine of a new journal ? There are various ways to get into this hobby—dream journaling, gratitude journaling, book journaling. But have you heard of money journaling? Well, it can help you give your finances and your mindset a mega boost. And in this article, we will go over how exactly money journaling can work for you!
Wealth Management
JANUARY 17, 2023
The groups are contending that the relationship with the private equity firm will worsen the housing shortage for students and employees.
Calculated Risk
JANUARY 17, 2023
From Matthew Graham at Mortgage News Daily: Old Range is New Again as Markets Wait For Mid-Tier Data By the middle of December, bond yields made a convincing move down from decades-long highs and settled in a sideways range on CPI/Fed week. We re-entered that same sideways range after last week's CPI (3.42-3.62 in 10yr yields), and now wait for a slew of mid-tier reports to see if they're up to the task of informing a new range breakout. [ 30 year fixed 6.17% ] emphasis added Wednesday: • At 7:0
Advertisement
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.
Million Dollar Round Table (MDRT)
JANUARY 17, 2023
By Johan Fanggara, CFP I love architecture and interior design. It’s one of my most-watched genres on Netflix. In fact, I often position myself as a financial architect because I help young families design and build their financial foundations. Those words are purposefully chosen to describe a process and journey. Whenever a client decides to work with me, we build their dreams together, making sure they come to fruition.
Advisor Perspectives
JANUARY 17, 2023
It is a challenge to design a website that addresses the needs and questions of multiple client types.
Clever Girl Finance
JANUARY 17, 2023
Let's talk about things to do instead of watching tv! There’s nothing wrong with kicking back and catching up on your favorite shows, but too much of anything is unhealthy. When working towards your goals or looking to achieve overall wellness, watching television may not be the best use of your time. Television consumption usually doesn’t require much cognitive effort and it’s a way of shutting down rather than being productive and getting things done.
Expert insights. Personalized for you.
245 
Let's personalize your content