The Reformed Broker
MARCH 28, 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: ►Lending Shock – Shocks to bank lending standards do not fade away quickly. They persist and cause recessions. ►Are Banks Screwed? – “Since peaking almost exactly one year ago, deposits at all domestic.
Wealth Management
MARCH 30, 2023
Only 28% of advisors are female.
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A Wealth of Common Sense
MARCH 28, 2023
The last new all-time high for the S&P 500 was on January 3, 2022. That means it’s been almost 450 days since we’ve experienced new highs in the stock market. That feels like a long time. But based on the history of bear markets, it’s really not all that long. It might be a while until we hit new highs again if we use history as a guide.
Carson Wealth
MARCH 29, 2023
Becoming hyper-focused on only one aspect of a problem is pretty much never a good approach. A racecar driver who only focuses on speed and ignores strategy won’t win races, at least not many of them. A carpenter who only hammers in nails won’t build strong structures. The same is true of retirement planning – if you zero in on your portfolio and nothing else, you’ll miss out on some major factors that can make a significant difference in your retirement and ultimately your bottom line.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
Wealth Management
MARCH 29, 2023
For clients earning substantial incomes, saving and investing may not be enough. Income-tax diversification should play an important role in their retirement accumulation and income strategy planning.
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The Big Picture
MARCH 28, 2023
Just back from California and Arizona, and still digging out. In the meanwhile, check out Nick today : The post All You Need to Know to Build Generational Wealth appeared first on The Big Picture.
Nerd's Eye View
MARCH 27, 2023
When consumers shop around before buying a good or service, many factors can play a role in their final decision, from previous experiences to the recommendations of friends and even to the companies’ branding. And when it comes to how a consumer perceives a brand, there are three critical components that come into play: brand awareness (simply knowing that the brand exists), recognition (recognizing a brand for its unique components and features), and brand equity (the value associated wi
Abnormal Returns
MARCH 31, 2023
Listening Why classical music needs a standalone app. (wsj.com) What it's like to use Apple Music Classical. (gq.com) Business Benjamin Gilbert and David Rosenthal sit down for a long talk with David Senra of the Founders podcast. (acquired.fm) Sean Illing talks with Matthew Jones, co-author of "How Data Happened: A History from the Age of Reason to the Age of Algorithms.
The Reformed Broker
MARCH 25, 2023
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.
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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.
The Big Picture
MARCH 30, 2023
Yesterday I discussed all the reasons why the return to office was not going so well here in the US (even as RTO does much better in Europe). I spent a lot of time criticizing the sorry state of U.S. infrastructure as one of the many factors driving the reluctance to give up WFH. It doesn’t have to be this way. Back in 2018, I mentioned my personal infrastructure was improving.
Nerd's Eye View
MARCH 28, 2023
Welcome back to the 326th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Erica Pauly. Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results. What's unique about Erica, though, is how she built a series of spreadsheet tools to measure the details of each step of her advisory firm’s marketing funnel, from lead generation
Calculated Risk
MARCH 30, 2023
The DOL reported : In the week ending March 25, the advance figure for seasonally adjusted initial claims was 198,000 , an increase of 7,000 from the previous week's unrevised level of 191,000. The 4-week moving average was 198,250, an increase of 2,000 from the previous week's unrevised average of 196,250. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
The Reformed Broker
MARCH 30, 2023
Michael and I join Guy and Dan for a special episode of On The Tape! We discuss engaging with internet trolls, the culture at Ritholtz Wealth Management, financial TV punditry, what’s happening in the markets, stock picking strategies, and navigating market panic. The post The Compound x On The Tape appeared first on The Reformed Broker.
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.
The Big Picture
MARCH 28, 2023
My Two-for-Tuesday morning train WFH reads: • The Fed’s anti-inflation work is almost done, with an assist from the banking crisis. the economic turmoil created by the collapse of three banks this month and the impairment of a fourth gave it a bit of breathing room in its increasingly unpopular campaign to subdue inflation with a series of sharp interest rate hikes. ( Los Angeles Times ) • Schwab’s $7 Trillion Empire Built on Low Rates Is Showing Cracks : Company faces pressure from bond losses
Nerd's Eye View
MARCH 31, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, according to a recent survey, RIAs are considering metrics for growth other than assets under management, from the number of clients to diversifying the services they offer. And given that growth can create additional time burdens for advisors, many advisors are looking to automation as a way to gain efficiencies as they scale.
Calculated Risk
MARCH 29, 2023
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 2.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending March 24, 2023. The Market Composite Index, a measure of mortgage loan application volume, increased 2.9 percent on a seasonally adjusted basis from one week earlier.
The Reformed Broker
MARCH 31, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Jurrien Timmer, and Downtown Josh Brown discuss what’s going on with banks, what’s changed since Jurrien’s 2022 TCAF appearance, the Fed and the market, S&P technicals, gold, Bitcoin, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
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.
The Big Picture
MARCH 30, 2023
My morning train WFH reads: • Volcker Slayed Inflation. Bernanke Saved the Banks. Can Powell Do Both? In 140 years, American policymakers have never faced a banking crisis quite like this. ( Bloomberg ) • A Tale of Two Housing Markets: Prices Fall in the West : While the East Booms In an unusual pattern, the 12 major housing markets west of Texas, plus Austin, saw home prices fall in January, while the opposite happened in the rest of the country. ( Wall Street Journal ) see also How Wall Street
A Wealth of Common Sense
MARCH 31, 2023
There are many different ways to succeed as an investor. If there were only one approach that worked, everyone would do that.1 I know plenty of investors with completely different styles that have found success in the markets over the years. But there are only a handful of ways investors fail in the markets: Allowing your emotions to get the best of you.
Calculated Risk
MARCH 30, 2023
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from chief economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Mar 25, 2023 • Active inventory growth continued to climb with for-sale homes up 57% above one year ago. Inventories of for-sale homes rose, but at a slightly slower pace than the previous week for a second time as the smaller number of hopeful homebuyers still outnumber new sellers on the market.
The Reformed Broker
MARCH 28, 2023
Final Trades: Berkshire Hathaway, Transocean & Utilities (XLU) from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!
The Big Picture
MARCH 25, 2023
This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y. She currently serves on the boards of four publicly traded firms and one private company.
The Irrelevant Investor
MARCH 26, 2023
On today’s show, we are joined by Brandon Arvanaghi, Founder and CEO of Meow, and Devon Drew, CEO and CIO of DFD Partners to discuss fintech solutions for small businesses and asset managers. On today’s segment with Brandon, we discuss: What Meow does for businesses What’s changed about cash management in the past month Who the counterparty is when buying T-Bills Who Meow works with On today’s s.
Advisor Perspectives
MARCH 31, 2023
The BEA's Personal Income and Outlays report for February was published on this morning by the Bureau of Economic Analysis. The latest headline PCE price index was up 0.3% month-over-month (MoM) and is up 5.0% year-over-year (YoY). Core PCE dropped to 4.6% YoY, still well above the Fed's 2% target rate, and is up 0.3% MoM. All readings were below their respective Investing.com forecasts.
The Reformed Broker
MARCH 30, 2023
Final Trades: SLB, Micron, CVS & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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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.
The Big Picture
MARCH 31, 2023
My end-of-week — indictment-free — morning reads: • Twitter is dying : It’s five months since Elon Musk overpaid for a relatively small microblogging platform called Twitter. The platform had punched above its weight in pure user numbers thanks to an unrivaled ability to both distribute real-time information and make expertise available.
The Irrelevant Investor
MARCH 25, 2023
Something happened in crypto this week that has never happened before. It acted as a safe haven. Prior to the most recent period, every time the market fell, Bitcoin fell more. A few examples below: From January 2018 through April 2018, the S&P 500 fell 10%. Bitcoin fell 35% over the same time. From September through December 2018, the S&P 500 fell 20%.
Wealth Management
MARCH 29, 2023
MSCI’s Jim Costello and Alexis Maltin warn that while a failure on the scale of the Great Financial Crisis is unlikely, there are signs that trouble may be brewing for real estate investors with upcoming maturities.
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