Investing Caffeine
FEBRUARY 21, 2023
Upcoming Webinar – February 22nd at 12:00pm PST Volatility has spiked due to changing concerns over inflation, interest rates, recession fears, geopolitics, and other fear-provoking issues, but how can you grow and protect your retirement nest egg? Wade W. Slome, CFA®, CFP®, Founder of Sidoxia Capital Management, LLC, will share 10 crucial mistakes made by investors that can destroy your portfolio.
The Big Picture
FEBRUARY 22, 2023
Click to download Financial Disasters Yesterday was kind of a fun day: Sure, it was a dark, damp, dreary February morn when I showed up at the Brooklyn Bridge Marriot, but it was also the first time I did a new presentation in front of a live audience since before the pandemic. I do a quarterly update for RWM clients that covers the economy, the markets, and our portfolios every three months.
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Abnormal Returns
FEBRUARY 23, 2023
Books Insights from "Hanging Out: The Radical Power of Killing Time" by Sheila Liming. (slate.com) An excerpt from "The Great Displacement: Climate Change and the Next American Migration" by Jake Bittle. (theatlantic.com) A Q&A with Dacher Keltner author of "Awe: The New Science of Every Day Wonder and How it Can Transform Your Life. " (behavioralscientist.org) An excerpt from "On Writing and Failure: Or, on the Peculiar Perseverance Required to Endure the Life of a Writer" by Stephen Marche
Nerd's Eye View
FEBRUARY 24, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC’s proposed “Safeguarding Rule” would significantly increase the number of investment advisers deemed to have custody of client assets and increase paperwork requirements for advisers and qualified custodians, though the contours of a final regulation remain uncertain.
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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
FEBRUARY 20, 2023
Congresswoman Marjorie Taylor Greene got a lot of attention over the weekend when she stated that the USA needs a “national divorce”: I try to remain as objective as possible [ … ]
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
FEBRUARY 23, 2023
Markets Higher for longer, has put pressure on bond yields in February. (morningstar.com) It's easy to forget how bad 2022 was for retirement account investors. (cnbc.com) Strategy Not everyone is giving up on the crypto markets. (wsj.com) Why you are unlikely to profit off the next big thematic investment theme. (savantwealth.com) Housing Conor Sen, "Why would anyone want to pay off a $300,000 loan at 3% when they can invest essentially risk-free at 5% or more?
Nerd's Eye View
FEBRUARY 23, 2023
The increasing popularity of financial planning has led to a growing awareness of how important managing finances and planning for the future can be. Despite its growing popularity, though, financial planning remains a relatively mysterious concept for many people who don’t understand how financial advisors actually provide value. For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients.
The Reformed Broker
FEBRUARY 20, 2023
One of the biggest stories in the markets so far this year is the $100 billion in lost market cap ripped out of Alphabet’s stock when it became apparent that the search giant was going to be under siege by Microsoft’s push into AI. How did such a successful, innovative business like this suddenly find itself in this position? Maybe it wasn’t so sudden.
The Big Picture
FEBRUARY 21, 2023
Transcript: Tim Buckley, Vanguard’s CEO The transcript from this week’s, MiB: Tim Buckley, Vanguard’s CEO , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Abnormal Returns
FEBRUARY 18, 2023
EVs Range anxiety isn't going away, even with more money. (msn.com) Under pressure Tesla ($TSLA) is opening its charging network to non-Tesla owners. (politico.com) EVs are on their way to becoming boring. Which is a good thing. (theatlantic.com) Energy The Yellowstone supervolcano is a untapped energy source. (marginalrevolution.com) How droughts put hydropower projects at-risk.
Nerd's Eye View
FEBRUARY 22, 2023
As a document required to be filed by all registered investment advisers, Form ADV is (at least in theory) a standardized description of each RIA’s services, fees, and business practices, presented in a series of four forms (Part 1, Part 2A, Part 2B, and Part 3) each comprised of a set of underlying sections. As the thinking goes, requiring each firm to file Form ADV with the SEC and/or state regulators (and making it available to the general public) gives investors a way to compare differ
Pragmatic Capitalism
FEBRUARY 20, 2023
Congresswoman Marjorie Taylor Greene got a lot of attention over the weekend when she stated that the USA needs a “national divorce”: I try to remain as objective as possible [ … ]
The Big Picture
FEBRUARY 18, 2023
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How a shipping error 100 years ago launched the $30 billion chicken industry : The accidental origins of the chicken on your plate, explained. ( Vox ) • A twisted tale of celebrity promotion, opaque transactions and allegations of racist tropes : January 2022 was a time capsule showing the temporary alliance between celebrity ma
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.
Abnormal Returns
FEBRUARY 22, 2023
Podcasts Christine Benz and Jeff Ptak talk with Cody Garrett of Measure Twice Financial about his journey as a financial planner. (morningstar.com) Dr. Peter Attia talks with Bill Perkins author of "Die With Zero." (peterattiamd.com) Dr. Jim Dahle talks with Ramit Sethi author of "I Will Teach You to Be Rich." (whitecoatinvestor.com) Retirement Misunderstandings about Social Security abound.
Calculated Risk
FEBRUARY 22, 2023
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 13.3 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending February 17, 2023. The Market Composite Index, a measure of mortgage loan application volume, decreased 13.3 percent on a seasonally adjusted basis from one week earlier.
Pragmatic Capitalism
FEBRUARY 22, 2023
There was a glimmer of hope in the housing data from January.
The Big Picture
FEBRUARY 24, 2023
Sonali Basak interviews AQR Capital Management’s Cliff Asness. They discuss AQR’s 60/40 portfolio strategy and the risks facing financial markets, with Sonali Basak and Guy Johnson on “Bloomberg Markets.” AQR’s Cliff Asness on 60/40 Strategy, Market Risks Source: Bloomberg , February 23, 2023 The post Asness on Value Investing & Humility appeared first on The Big Picture.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
Abnormal Returns
FEBRUARY 24, 2023
Economics Tyler Cowen talks with Brad DeLong about his book "Slouching towards Utopia: An Economic History of the Twentieth Century." (conversationswithtyler.com) Michael Klein talks with Nicholas Bloom about the role of uncertainty in economics. (econofact.org) Business Benjamin Gilbert and David Rosenthal talk about the the full history of LVMH and Bernard Arnault.
Calculated Risk
FEBRUARY 23, 2023
The DOL reported : In the week ending February 18, the advance figure for seasonally adjusted initial claims was 192,000 , a decrease of 3,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 194,000 to 195,000. The 4-week moving average was 191,250, an increase of 1,500 from the previous week's revised average.
Pragmatic Capitalism
FEBRUARY 22, 2023
There was a glimmer of hope in the housing data from January.
The Big Picture
FEBRUARY 23, 2023
Today I had some fun recording portfolio rescue with Ben and Duncan the whole thing is worth watching (I pop in around the 17-minute mark). We talk a bit about real estate and what the 70 million retiring boomers will do to the markets. Both questions are a fascinating reveal of how a common understanding of complex subjects barely scratches the surface of the rich complexities that lay beneath.
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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!
A Wealth of Common Sense
FEBRUARY 21, 2023
Bloomberg asked investors from around the globe one of the most important questions in all of personal finance: How much is enough to retire comfortably? The results were a tad on the high side: The average number came in somewhere between $3 million and $5 million. One-third of respondents said $3 million while another third said it was closer to $5 million.
Calculated Risk
FEBRUARY 22, 2023
From WardsAuto: U.S. Light-Vehicle Sales, Inventory Continue Upward Climb in February (pay content). Brief excerpt: With inventory expected to record big gains by the end of the first quarter, consumers could be on the verge of seeing an easing up in pricing through a combination of greater availability of more affordable vehicles and increased incentives, especially when the industry gets into the spring selling season. emphasis added Click on graph for larger image.
The Irrelevant Investor
FEBRUARY 22, 2023
I’m enjoying a week off with my family in Disney World. Yesterday, as I waited in a sea of people to get into the park, I checked my phone and saw the futures were pointing to a deeply red open. It was a perfect juxtaposition of this paradox we’re living in; the economy is too strong to avoid a recession. This week for the first time ever, the Genie plus, which allows riders to skip long lines, sold out.
eMoney Advisor
FEBRUARY 23, 2023
Leveraging a referral network is a powerful way for financial professionals to generate leads, gain new clients, and build a positive professional reputation. Whether you’re just starting to build your referral network or you’re looking to expand, here are three steps to grow your business through referrals. Step One: Choose the Referral Sources You Want to Target Your first step in building a robust referral network is to determine the type of people you want to include in your netw
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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.
A Wealth of Common Sense
FEBRUARY 24, 2023
Three thoughts on the trade-offs involved in the economy, markets and life: 1. There is no such thing as a perfect economy. This was the general environment for the 2010s: Low GDP growth Low inflation Stagnating wages A slow labor market High(ish) unemployment rate 0% interest rates A booming stock market This is the post-pandemic 2020s (so far): Higher GDP growth Higher wage growth Higher inflation A booming labor mar.
Calculated Risk
FEBRUARY 23, 2023
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from economist Jiayi Xu: Weekly Housing Trends View — Data Week Ending Feb 18, 2023 • Active inventory growth continued to climb with for-sale homes up 67% above one year ago. Inventories of for-sale homes rose again, on par with the yearly gains we saw last week.
Wealth Management
FEBRUARY 21, 2023
Demand for long term care is growing and advisors can differentiate themselves and deepen client relationships through modern approaches to long term care planning.
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