Nerd's Eye View

JANUARY 25, 2023

With the U.S. economy predicted by many experts to slow down in the near future, many people’s thoughts have turned to the prospect of a recession.

Planning 177

Planning Clients Insurance Medical 177

The Reformed Broker

JANUARY 25, 2023

Bitcoin is a middling technology that, 15 years after its introduction to the world, still does not have a single legitimate use case in the developed world where it’s the best possible solution to a problem.

Marketing 354

Marketing Marketing 354

The Big Picture

JANUARY 23, 2023

I wanted to drop a quick note about the endless spate of layoff announcements — and why you should (mostly) ignore them.

Numbers 316

Numbers Economics Planning Investing 316

Abnormal Returns

JANUARY 22, 2023

Top clicks this week What investment beliefs do you hold that a majority of investment pros would disagree with? mebfaber.com) Is this a new bull market? Hold on. theirrelevantinvestor.com) The stock market typically bottoms before earnings. tker.co) Nick Maggiulli, "Being rich is a feeling."

Insurance 249

Insurance Investing Investments Marketing 249

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Start the new year with powerful automation for your month-end close and reconciliation process. See how automation can change the trajectory of the close, buy back time, instill more confidence in the results, eliminate administrative headaches and be audit ready.

Nerd's Eye View

JANUARY 23, 2023

An important truism about marketing is that to be effective, the marketer’s message needs to connect with the audience it intends to reach.

Business Planning 233

Business Planning Marketing Marketing Financial Planner 233

The Big Picture

JANUARY 25, 2023

Fascinating discussion this morning from Robin Powell. He points to a research note from Kings College where the authors surveyed active managers about how they were responding to the shift in favor from active to passive fund management over the past decade or two.

Management 294

Management Investing Investments Financial Market 294

Abnormal Returns

JANUARY 27, 2023

The biz The podcasting business has gone from gold rush to mature in a couple of years. niemanlab.org) Spotify ($SPOT) has yet to make the most of its podcast acquisitions.

Management 238

Management 238

Nerd's Eye View

JANUARY 24, 2023

Welcome back to the 317th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jennifer Climo.

Business Planning 229

Business Planning Management Financial Advisor Retirement 229

The Reformed Broker

JANUARY 21, 2023

Hung with my friends Haley Sacks (Mrs. Dow Jones), Pat McAuliffe (Barstool Sports) and Gabe Walker (PRE.VEYOR) at the Knicks game this week. That’s after doing Closing Bell from the NYSE and then a quick slice at Joe’s Pizza (“Famous Since 1975).

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Banking

The Big Picture

JANUARY 26, 2023

I am genuinely excited about a new presentation I have been working on since the holidays: How to Avoid Financial Disasters.

Portfolio 261

Portfolio Accounting Management Investing 261

Abnormal Returns

JANUARY 21, 2023

EVs EVs made up 10% of global auto sales in 2022. wsj.com) Toyota ($TM) pioneered hybrids, so have they resisted EVs? slate.com) How Hertz ($HTZ) plans to help cities build charging networks. axios.com) Why electric trucks at U.S. ports would help reduce air pollution.

Advertising 237

Advertising Food Financial Advising Media 237

Nerd's Eye View

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

Financial Planner 209

Financial Planner Nonprofit CFP Advertising 209

The Reformed Broker

JANUARY 27, 2023

Welcome to the latest episode of The Compound & Friends.

Investing 246

Investing Investments Marketing Marketing 246

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Developing a consistent month-end close doesn’t need to be a mystery. We’re sharing our top 10 secrets (plus one bonus!) for streamlining your close.

The Big Picture

JANUARY 23, 2023

My back-to-work morning train WFH reads: • SBF, Bored Ape Yacht Club, and the Spectacular Hangover : After the Art World’s NFT Gold Rush Auction houses and talent agencies thought the Web3 works were a fast track to billions. If it weren’t for a global crypto meltdown, they might have pulled it off.

Banking 261

Banking Numbers Economics Management 261

Abnormal Returns

JANUARY 25, 2023

Podcasts Dan Harris talks with Morgan Housel author of "The Psychology of Money." tenpercent.com) David Senra on lessons learned from Charlie Munger and Warren Buffett.

Retirement 229

Retirement Insurance Investing Investments 229

Nerd's Eye View

JANUARY 26, 2023

For many financial advisory firm owners, growth is often the primary goal in the early years of launching a business.

Business Planning 197

Business Planning Communication Clients Financial Advisor 197

The Reformed Broker

JANUARY 26, 2023

Final Trades: Qualcomm, Chevron, Carlyle Group & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker

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Advertiser: G-P

Global expansion brings many opportunities for companies. However, there are pitfalls along the way that can slow down progress. In this eBook, we look at the 7 key challenges to global growth, and ways to minimize expansion headaches.

Marketing

The Big Picture

JANUARY 25, 2023

My mid-week morning train WFH reads: • NYSE Investigates Technical Issue That Caused Wild Market Open : At least 40 S&P 500 stocks were hit with trading halts. NYSE says it’s investigating issues with the opening auction.

Engineering 246

Engineering Medical Wealth Management Investing 246

Abnormal Returns

JANUARY 25, 2023

Crypto Some crypto miners are sitting on valuable electricity contracts. ft.com) The crypto bottoming keeps gaining momentum. coindesk.com) Companies Josh Brown, "If you were the CEO or CFO of a Fortune 500 company, why wouldn’t you project caution right now?"

Startup 225

Startup Financial Advising Media Retirement 225

Pragmatic Capitalism

JANUARY 24, 2023

1) The Competition for Worst Ideology is Heating Up There’s a battle of bad ideologies going on around the debt ceiling debate. Unfortunately, this is a microcosm of what has [ …

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The Reformed Broker

JANUARY 25, 2023

IBM beats on top line, profits in margin from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker

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A digital-first strategy for SBA loans is required for community banks that want to grow.

Banking

The Big Picture

JANUARY 26, 2023

My morning train WFH reads: • ChatGPT is everything you wanted Bitcoin to be : ChatGPT was introduced a few months ago and has already spread like wildfire in a way that Bitcoin never has, despite the latter’s explosive rise into the public consciousness as a way to gamble and speculate.

Banking 245

Banking Economics Assets Investing 245

Abnormal Returns

JANUARY 26, 2023

Markets A look at Vanguard's 10-year equity return forecasts. etf.com) Investment grade bonds are having a good start to the year. axios.com) Why luxury watch prices are coming down. ft.com) Strategy Jurien Timmer, “Just because the 60/40 didn’t work last year doesn’t mean it will never work again.”

Startup 220

Startup Financial Advising Investment Advisor Insurance 220

The Irrelevant Investor

JANUARY 24, 2023

Startup 123

Startup Retail Sales Clients 123

The Reformed Broker

JANUARY 24, 2023

Final Trades: Live Nation, Chevron, Citigroup and more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker

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Management

The Big Picture

JANUARY 21, 2023

The weekend is here!

Food 237

Food Media Investing Investments 237

Abnormal Returns

JANUARY 27, 2023

Strategy The investment landscape has completely transformed in the past century. awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. portfoliocharts.com) Why so many investors get caught up in return chasing.

Financial Advising 219

Financial Advising Valuation Distribution Media 219

A Wealth of Common Sense

JANUARY 24, 2023

One of the strange things about growing older is you begin to realize how much your place in life determines your taste in entertainment.

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