Nerd's Eye View
JANUARY 2, 2023
Welcome to the January 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
The Big Picture
JANUARY 2, 2023
Merry Christmas, Happy New Year, and all the rest of the seasonal glad tidings for you and yours in 2023.
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The Reformed Broker
JANUARY 3, 2023
If you’re a financial advisor or a fund manager and you weren’t down 20% last year, you won, basically. The S&P fell into a 20% bear market while the Nasdaq crashed almost 40%. Bonds were down double digits as an asset class.
Abnormal Returns
JANUARY 1, 2023
Also on the site Why you should choose simplicity over complexity: the case against FSAs. abnormalreturns.com) Top clicks this week Here is Eddy's 2023 Buy List. crossingwallstreet.com) The best books Ben read in 2022 including "Die With Zero" by Bill Perkins.
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Nerd's Eye View
JANUARY 4, 2023
Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Pragmatic Capitalism
JANUARY 2, 2023
Here are some of my favorite posts from 2022. It was a busy year with my young kids so I didn’t write as much as I had hoped, but one [ …
Abnormal Returns
JANUARY 1, 2023
Markets Global stocks and bonds lost more than $30 trillion for 2022. ft.com) The 60/40 portfolio had a historically bad year. finance.yahoo.com) Apple ($AAPL) lost $846 billion in market cap in 2022. marketwatch.com) 2022 was a big year for ETFs, except for a spot Bitcoin ETF.
The Big Picture
JANUARY 5, 2023
Source: Reddit. The post Stocks That Lost the Most Market Cap in 2022 appeared first on The Big Picture. Company Specific Investing
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Pragmatic Capitalism
JANUARY 5, 2023
Here are some things I think I am thinking about: 1) 2023, the Year of Disinflation? In my annual outlook I said that 2023 was going to be the year [ …
Abnormal Returns
JANUARY 4, 2023
Markets 15 charts that explain 2022 returns. morningstar.com) 2022 was a good year for value. blog.validea.com) Consumer sentiment is awful. alhambrapartners.com) Commodities Managed futures returns in 2022 were front-end loaded.
Trade Brains
JANUARY 1, 2023
Fundamental Analysis of Tejas Networks: Broadband connectivity to homes and businesses is an essential service like gas, electricity, and water, especially with the onset of the pandemic. High-speed connectivity is an enabler of business continuity and resilience, it is the engine of e-commerce.
The Big Picture
JANUARY 6, 2023
Source : Bloomberg Billionaires Index. I was in the midst of my analysis of how the Fed would react to softening wage gains in the NFP data, when the markets exploded 2.5% higher. The Fed is very concerned that the perennially underpaid median worker has been seeing wage increases.
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The Irrelevant Investor
JANUARY 2, 2023
Market predictions are silly. We all learned this a long time ago. But that doesn’t mean they’re completely worthless. Even though forecasts are almost always wrong, they can be entertaining and educational. That’s all I’m trying to do with this post. Entertain and educate.
Abnormal Returns
JANUARY 5, 2023
Books An excerpt from Sheila Liming’s forthcoming book, "Hanging Out: The Radical Power of Killing Time." theatlantic.com) An excerpt from Dacher Keltner’s new book, "Awe: The New Science of Everyday Wonder and How It Can Transform Your Life."
The Reformed Broker
JANUARY 6, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, JC Parets, Steve Strazza, and Downtown Josh Brown discuss why JC is bullish precious metals, Bitcoin’s make or break moment, what Warren Buffett’s buying, value vs growth, and MUCH more.
The Big Picture
JANUARY 4, 2023
The Philly Fed’s November State Coincident Indicators snuck out while I was away (1/28/22). There are increasing signs of local distress revealed in the midwest, and lots of softness elsewhere.
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Nerd's Eye View
JANUARY 3, 2023
Welcome back to the 314th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sue Chesney.
Abnormal Returns
JANUARY 3, 2023
Research How do bonds perform after a 2-10 yield curve inversion? simplify.us) What accounts for the difference between brown and green stocks? alphaarchitect.com) A look at how various factors performed during different market cycles. quantpedia.com) How is geopolitical risk measured?
The Reformed Broker
JANUARY 4, 2023
Investors need to accept we’re in a new paradigm, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker
The Big Picture
DECEMBER 31, 2022
The weekend is here — AND it’s New Year’s Eve!
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A Wealth of Common Sense
JANUARY 2, 2023
Earlier this year I looked at the worst years ever for the U.S. stock market. Well, things didn’t get much better from there. Here’s the updated list: This past year’s 18.1% loss was the 7th worst loss since the 1920s.1 The bond market also had one of its worst years in history.
Abnormal Returns
JANUARY 4, 2023
Retirement Why you need a diversified life portfolio in retirement. wsj.com) Why you want to have options in retirement. kiplinger.com) Everybody wants the FI in FIRE. bestinterest.blog) Giving up How to de-prioritize activities that don't serve you.
The Reformed Broker
JANUARY 3, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?
The Big Picture
JANUARY 5, 2023
My early morning train WFH reads: • Get Ready for the Richcession : Well-off Americans could get hurt more than usual in the next downturn ( Wall Street Journal ). • Why Markets Were Down in 2022 : there was also an Occum’s razor answer for the losses in financial markets in 2022.
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A Wealth of Common Sense
JANUARY 6, 2023
If I were a Wall Street strategist my 2023 outlook would probably have to look something like this: We see stocks struggling into the new year. With the Fed’s continued tight monetary policy another correction to start off the year seems inevitable.
Abnormal Returns
JANUARY 3, 2023
Markets How major asset classes performed in December 2022. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. awealthofcommonsense.com) The Dow lead the major indices in 2022.
The Reformed Broker
JANUARY 3, 2023
Final Trades: Johnson & Johnson, Goldman Sachs, Chubb from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker
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