Carson Wealth
DECEMBER 27, 2022
By Jamie Hopkins, Managing Partner, Wealth Solutions. The SECURE 2.0 Act has passed, making it the largest retirement legislation since the original Secure Act hit in the late 2019.
The Big Picture
DECEMBER 30, 2022
Source: QAD Blog. A perfect way to end the 2022 annus horriblis is to remind readers that not just individual stocks, but entire sectors fall in and out of favor. It iss extremely challenging to select the right sector at the right time (and for the right reasons).
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Nerd's Eye View
DECEMBER 28, 2022
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72.
Abnormal Returns
DECEMBER 29, 2022
Markets The energy sector dominated in 2022, and it wasn't even close. capitalspectator.com) The stock market is not a Ponzi scheme. awealthofcommonsense.com) Here is Eddy's 2023 Buy List. crossingwallstreet.com) Companies Inside the Southwest Airlines ($LUV) meltdown.
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Pragmatic Capitalism
DECEMBER 29, 2022
Here is our 2023 investment outlook. I did this a little differently this year by providing a scenario analysis with different probability distributions. I think this is a much better [ …
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Nerd's Eye View
DECEMBER 28, 2022
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72.
Abnormal Returns
DECEMBER 27, 2022
Markets The markets were bad in 2022, but things could always be worse. humbledollar.com) Commodity returns stood out in 2022. capitalspectator.com) A look at the best charts of 2022. topdowncharts.substack.com) Strategy There is a big difference between forecasting stock and bond returns.
The Reformed Broker
DECEMBER 24, 2022
Wishing you all a happy holiday season and a bright new year. Merry Christmas, Happy Hanukkah, and don’t forget to take some time away from the screen. Especially this year! I’ll be headed down to South Florida as I usually do for the last week of the year.
The Big Picture
DECEMBER 25, 2022
Art Cashin is a Wall Street treasure, and his annual shares are always appreciated. This is his December 23rd commentary. Happy Merry! Tis two days before Christmas. and at each brokerage house. The only thing stirring. was the click of a mouse. Down on the Exchange. the tape inches along.
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Nerd's Eye View
DECEMBER 30, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” ” has brought a wide range of changes to the world of retirement planning.
Abnormal Returns
DECEMBER 28, 2022
Personal finance Nobody knows what is going to happen in the stock market next year. awealthofcommonsense.com) Three ways to simplify your portfolio in 2023. morningstar.com) Some common personal finance misunderstandings including 'Extending your tax return filing doesn’t extend your ability to pay.'
A Wealth of Common Sense
DECEMBER 30, 2022
I’ve been getting a lot of pundit outlook pieces for 2023 in my inbox these past few weeks. The onset of a new year is a time for making lists of predictions, surprises and black swan possibilities.
The Big Picture
DECEMBER 28, 2022
. The transcript from this week’s, MiB: Charlie Ellis on Vanguard’s Rules of Investing is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.
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Nerd's Eye View
DECEMBER 26, 2022
As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!).
Abnormal Returns
DECEMBER 27, 2022
Research A look at the trade-offs of rebalancing frequency. corporate.vanguard.com) How trend following works during different market regimes. quantpedia.com) Why ESG portfolios need to be optimized. blogs.cfainstitute.org) A rave review for Eric Balchunas' book "The Bogle Effect."
The Irrelevant Investor
DECEMBER 24, 2022
A week ago I was in a room with a hundred people and asked the following question: How many of you think the S&P 500 takes out its October low? At least 80% of the people raised their hands. I then asked, how many of you think we’re in a recession or will be in 2023?
The Big Picture
DECEMBER 27, 2022
This week, we speak with Charlie Ellis, Chair of the Yale Endowment, Vanguard Board member, and founder of Greenwich Associates. In addition to that CV, Ellis is is the author of 19 books, including the investment classic Winning the Loser’s Game.
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Nerd's Eye View
DECEMBER 29, 2022
For many seasoned financial advisors, the road toward building a career and a business can be challenging and rewarding.
Abnormal Returns
DECEMBER 28, 2022
Lists 9 surprising things that happened in 2022 including 'The Federal Reserve opening pushed for the stock market to fall.' awealthofcommonsense.com) 4 mistakes from 2022 including the idea of more funds equaling more diversification.
The Irrelevant Investor
DECEMBER 24, 2022
Articles It is painful to be wrong in public. (By By Mario Gabriele) Wisdom is knowing the right thing to do at the right time. (By By Dave Nadig) If a bubble is a good idea gone too far, the $10tn global market for private investing in everything from debt to companies to real estate may be one. (By
A Wealth of Common Sense
DECEMBER 25, 2022
When I was younger and didn’t know anything the majority of my reading was of the non-fiction variety. I don’t read nearly as much as I did in the past but when I do it tends to be more fiction than non-fiction these days.
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A digital-first strategy for SBA loans is required for community banks that want to grow.
Nerd's Eye View
DECEMBER 29, 2022
For many seasoned financial advisors, the road toward building a career and a business can be challenging and rewarding.
Abnormal Returns
DECEMBER 26, 2022
Podcasts Michael Kitces talks setting boundaries with Emily Rassam who is the Senior Financial Planner for Archer Investment Management. kitces.com) Christine Benz and Jeff Ptak discuss the recent "The State of Retirement Income" report.
Good Financial Cents
DECEMBER 29, 2022
According to a recent Gallup poll , more than half of American adults (58%) have money invested in the stock market.
A Wealth of Common Sense
DECEMBER 29, 2022
A reader asks: Do you think the stock market is a form of a Ponzi scheme and eventually investors will figure that out and quit investing? The average dividend payout for all stocks is a little over 1%.
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Nerd's Eye View
DECEMBER 27, 2022
Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is John Stokes.
Abnormal Returns
DECEMBER 30, 2022
Markets A great reminder that S&P 500 industries go in and out of fashion. ritholtz.com) Leveraged, long Bitcoin was not a good strategy in 2022. bloomberg.com) Airlines Southwest Airlines ($LUV) seems to be back on track. finance.yahoo.com) Fliers and front line workers bear the brunt of airline chaos. nytimes.com) Food The price of cultivated meat is rapidly coming down. wsj.com) Vertical farms are struggling to raise capital.
Trade Brains
DECEMBER 29, 2022
World stock market timings : The markets around the world have evolved to become soo accessible that one can now participate in various stock exchanges around the globe. A stock exchange is a market where shares of companies are purchased and sold.
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