Creating A (Just In Case) Game Plan For Clients Facing Layoffs
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.
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.
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.
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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.
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."
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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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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.
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 ($SPOT) has yet to make the most of its podcast acquisitions.
Nerd's Eye View
JANUARY 24, 2023
Welcome back to the 317th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jennifer Climo.
The Reformed Broker
JANUARY 21, 2023
Hung with my friends Haley Sacks (Mrs. Dow Jones), Pat McAuliffe (Barstool Sports) and Gabe Walker (PRE.VEYOR) at the Knicks game this week. That’s after doing Closing Bell from the NYSE and then a quick slice at Joe’s Pizza (“Famous Since 1975).
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The Big Picture
JANUARY 26, 2023
I am genuinely excited about a new presentation I have been working on since the holidays: How to Avoid Financial Disasters.
Abnormal Returns
JANUARY 21, 2023
EVs EVs made up 10% of global auto sales in 2022. wsj.com) Toyota ($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.
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.
The Reformed Broker
JANUARY 27, 2023
Welcome to the latest episode of The Compound & Friends.
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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.
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.
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.
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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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.
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.
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?"
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 [ …
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.
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.
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.”
The Irrelevant Investor
JANUARY 24, 2023
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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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 speeding up the month-end close and better managing your remote teams.
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.
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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