Nerd's Eye View

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market. However, less well-known is the related but distinct asset class of private debt, which, like private equity, focuses on opportunities outside of what is traded on the public market but deploys its capital in the

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Assets Clients Portfolio Asset Allocation 184

The Big Picture

JANUARY 19, 2023

Last year, we hosted the first Future Proof conference , and it was. The reviews were fabulous: Morningstar , L.A. Times , Investment News , Financial Planning , RIA Biz , Think Advisor , Business Insider ; Afterward, I told you the traditional financial conference was kaput. Attendees from all over the country (and the world!) came to discuss the most important issues surrounding advising clients.

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Wealth Management Financial Planning Clients Planning 310

The Reformed Broker

JANUARY 18, 2023

FUTURE PROOF FESTIVAL 2023 TICKET REGISTRATION IS NOW OPEN Join us September 10th-13th in Huntington Beach, CA! It’ll be the lowest rate you’ll ever pay to attend. Prices jump in 2 weeks. Use the link down below to register now. See you there[link] pic.twitter.com/BTO0RNivhJ — The Compound (@TheCompoundNews) January 18, 2023 Last September we threw the biggest wealth management festival (and proba.

Wealth Management 294

Wealth Management Management 294

Abnormal Returns

JANUARY 19, 2023

Markets Is this a new bull market? Hold on. (theirrelevantinvestor.com) When it comes to active management, hope springs eternal. (on.ft.com) Ashby Monk, “The Swensen model is the Swensen model because of leadership.That human being had the drive to take all of these inputs and drivers and build the Yale Model.” (institutionalinvestor.com) Finance When will VCs deploy all their 'dry powder'?

Financial Advising 220

Financial Advising Media Economy Numbers 220

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Accounting

Nerd's Eye View

JANUARY 20, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level. While it remains to be seen whether the measures will actually be enacted, proposed measures include raising income and capital gains tax rates, instituting wealth taxes, and red

Financial Planner 192

Financial Planner Financial Advice Fee Only Financial Planning 192

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.

Economy 245

Economy Investing Investments Marketing 245

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.

Financial Advising 220

Financial Advising Media Investing Investments 220

A Wealth of Common Sense

JANUARY 19, 2023

A reader asks: Is it crazy to be 100% in stocks from age 32 to sometime in my 50s for my retirement accounts? And another reader asks a similar question: I don’t get why people work a 30+ year career while investing in stocks only to glide path into a heavier bond allocation around retirement. Why not just stay 100% in stocks, benefit from share price appreciation and collect dividends for life?

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Portfolio Retirement Accounting Investing 144

The Big Picture

JANUARY 16, 2023

Visual Capitalist : How much money is a brand truly worth? For some companies, a brand is something that helps slightly boost customer engagement and sales. But for others, including some of the largest companies in the world, a strong brand is one of their most valuable assets. The post Most Valuable Brands, 2000–2022 appeared first on The Big Picture.

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Sales Assets 271

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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.

Banking

The Reformed Broker

JANUARY 18, 2023

Netflix is one of the biggest bouncers in the entire market, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.

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Marketing Marketing 245

Abnormal Returns

JANUARY 20, 2023

Markets What a 'breakaway momentum thrust' means for investors. (ritholtz.com) India's stock market held up well in 2022. (wsj.com) Don't let your portfolio be driven by strategist forecasts. (savantwealth.com) Streaming Where Netflix ($NFLX) stands going into the post-Reed Hastings era. (variety.com) Ad-supported streaming tiers have been slow to take off.

Investing 216

Investing Investments Startup Financial Advising 216

Calculated Risk

JANUARY 19, 2023

The DOL reported : In the week ending January 14, the advance figure for seasonally adjusted initial claims was 190,000 , a decrease of 15,000 from the previous week's unrevised level of 205,000. The 4-week moving average was 206,000, a decrease of 6,500 from the previous week's unrevised average of 212,500. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.

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The Big Picture

JANUARY 14, 2023

This week, we speak with Jennifer Grancio, the chief executive officer of impact investment group Engine No. 1. Grancio has more than 25 years of experience scaling businesses across financial services; prior to joining Engine No. 1, she founded an advisory firm where she worked closely with CEOs to accelerate growth. She also served as a founding member of BlackRock’s iShares business, where she helped drive the development of the global ETF industry and iShares’ leadership role within it.

Engineering 270

Engineering Portfolio Financial Services Accounting 270

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.

Financial Advice

The Reformed Broker

JANUARY 20, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Doug Boneparth, Phil Huber, and Downtown Josh Brown discuss discuss alts, bonds over stocks, the probability of a recession, ETF flows, Schwab’s double downgrade, why Bill Ackman cares about Sam Bankman-Fried, Einhorn’s turnaround, who’s going to buy WWE, rising interest rates, and much more!

Marketing 237

Marketing Marketing 237

Abnormal Returns

JANUARY 18, 2023

Podcasts Dr. Jim Dahle talks with Ben Carlson about a broad range of topics from inflation to cryptocurrency to how to pick an asset allocation and stick to it. (whitecoatinvestor.com) Dan Harris talks with Spencer Sherman is the founding CEO of Abacus, a values-driven financial firm. (tenpercent.com) Investing The stock market looks different depending on your time horizon.

Asset Allocation 207

Asset Allocation Insurance Banking Portfolio 207

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

Economy 134

Economy Numbers 134

The Big Picture

JANUARY 16, 2023

Happy MLK day ! Markets are closed, but the flow never stops. Contextualize the news with our 3-day weekend reads: • The Disappearance of the Hit-Driven Business Model : As the industry changes, where do creative producers fit in? How do we make a living and provide services for the subscriber-driven companies? How do we get paid a sustainable salary, while also having healthcare and supporting the overhead of our work, which often comes out of our own pocket?

Healthcare 269

Healthcare Engineering Distribution Banking 269

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.

Financial Planning

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.

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Abnormal Returns

JANUARY 20, 2023

The biz The podcasting business has downshifted. (hollywoodreporter.com) Why podcasters need to have a video strategy. (morningconsult.com) Why the All-In podcast has become a must-listen for Muskophiles. (slate.com) Companies Patrick O'Shaughnessy talks with Mark Urquhart about the business of Hermès. (joincolossus.com) Caleb Silver talks GE with William Cohan author of "Power Failure: The Rise and Fall of an American Icon.

Advertising 204

Advertising Medical Portfolio Management Engineering 204

Trade Brains

JANUARY 20, 2023

A Case Study on ‘Satyam Scam’ Accounting Scandal: When the 2008 recession hit the world, India was not only going through a financial crisis but also an ethical crisis. Imagine a hypothetical scenario in the stock market where the very basic financials provided to you by a company are manipulated. This was what happened with Satyam Computer Services.

Banking 131

Banking Accounting Ethics Sales 131

The Big Picture

JANUARY 14, 2023

The weekend is here! Pour yourself a mug of Volcanica coffee , grab a seat by the fire, and get ready for our longer-form weekend reads: • A Chicago Attorney Is Getting Justice For Hundreds Of Wrongfully Convicted People All At Once : Josh Tepfer has helped exonerate 288 people, many of whom were convicted based on patterns of misconduct by corrupt police or officials. ( Buzzfeed ). • The Great Forgetting: Earth is losing its memory : A stratum of amnesia in the geological record, where overlyi

Engineering 268

Engineering Distribution Food Media 268

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Management

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.

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Clients Financial Advisor Portfolio 130

Abnormal Returns

JANUARY 19, 2023

Books An excerpt from “The Good Life: Lessons From the World’s Longest Scientific Study of Happiness,” by Robert Waldinger and Marc Schulz. (wsj.com) Insights from "Flights of Fancy: Defying Gravity by Design and Evolution" by Richard Dawkins. (rationalwalk.com) An excerpt from "Beyond Measure: The Hidden History of Measurement from Cubits to Quantum Constants" by James Vincent.

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Media 190

Calculated Risk

JANUARY 20, 2023

From CoStar: STR: Weekly US Hotel Occupancy Fails To Reach 55%, but Rates Stay High U.S. hotel performance rose from the previous week and showed mixed comparisons against 2019, according to STR‘s latest data through Jan. 14. Jan. 8-14, 2023 (percentage change from comparable week in 2019*): • Occupancy: 54.8% (-5.5%) • Average daily rate (ADR): $144.81 (+15.7%) • Revenue per available room (RevPAR): $79.38 (+9.3%) *Due to the pandemic impact, STR is measuring recovery against comparable time pe

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The Big Picture

JANUARY 15, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption, and policy failures: • Not so faux: How the ‘fake’ fur industry is secretly selling you real fur : Faux fur is a staple of the fashion industry. But what’s marketed as fake might actually be all too real. ( Grid ). • How Trump’s allies stoked Brazil Congress attack : The scenes in Brasilia looked eerily similar to events at the US Capitol on 6 January two years ago – and there are deeper connections as well. ( BBC ) see

Engineering 246

Engineering Distribution Manufacturing Media 246

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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.

Banking

A Wealth of Common Sense

JANUARY 15, 2023

Some people might think it’s bizarre that turning the page on the calendar should matter to investors. Why do investment professionals care about the end of a month, quarter or year? 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 to update some long-term market data.

Investing 126

Investing Investments Marketing Marketing 126

Abnormal Returns

JANUARY 15, 2023

Top clicks this week Nine retirement myths including 'I’m frugal and plan to live on 50% of my pre-retirement income.' (humbledollar.com) The bear market is already over. (allstarcharts.com) High yield bank savings accounts are now actually high yield. (awealthofcommonsense.com) What a personal net worth statement tells you. (morningstar.com) The BNPL bubble is set to burst.

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Retirement Accounting Banking Planning 162

Calculated Risk

JANUARY 15, 2023

This graph shows the Effective Fed Funds Rate (blue) since 1958. The graph shows two measures of inflation using a month-over-month change annualized (using a three-month average to smooth the graph). For example, for December 2022, I used an average of December, November and October 2022, divided by the average of November, October and September 2022.

Marketing 127

Marketing Marketing 127