Nerd's Eye View

MARCH 22, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients. Read More.

Financial Planner 226

Financial Planner Communication Electronics Retirement 226

Abnormal Returns

AUGUST 23, 2023

Real estate A house is a place to live, not an investment. bestinterest.blog) Baby Boomer wealth is concentrated in real estate which they will leave to their children. dwell.com) Another example of the challenges of rental real estate. papers.ssrn.com) How 529 plan accounts are treated in a divorce.

Estate Planning 232

Estate Planning Retirement Communication Taxes 232

The Big Picture

AUGUST 26, 2023

This week, we speak with Vanguard’s chief investment officer Greg Davis. He has more than 25 years of investment management experience. He has more than 25 years of investment management experience. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries.

Strategic Planning 246

Strategic Planning Distribution Consulting Insurance 246

Abnormal Returns

JANUARY 31, 2024

Podcasts Meb Faber talks with Jared Dillian author of "No Worries: How to Live a Stress-Free Financial Life." humansvsretirement.com) Rick Ferri talks real estate investing with Dr. Jim Dahle and John Worth. pewresearch.org) How to teach your children gratitude.

Insurance 247

Insurance Retirement Taxes Planning 247

Abnormal Returns

DECEMBER 27, 2023

open.spotify.com) Real estate Trying to time the housing market is folly. home-economics.us) Apartment companies are changing how they build with long term renters in mind. mrmoneymustache.com) Personal finance Four timeless investing principles. wsj.com) What’s actually different about a car-free community?

Accounting 224

Accounting Investing Investments Marketing 224

Abnormal Returns

JULY 5, 2023

(theirrelevantinvestor.com) Chris Alacron talks with Jonathan Clements author of “My Money Journey: How 30 People Found Financial Freedom and You Can Too.” open.spotify.com) Estate planning How to create a digital estate plan in three steps. lifeafterthedailygrind.com) How to combat lifestyle inflation.

Estate Planning 232

Estate Planning Retirement Planning Numbers 232

Nerd's Eye View

AUGUST 2, 2022

What’s unique about Matthew, though, is how he differentiates his firm by offering his high-net-worth clients opportunities to diversify their investment portfolios by syndicating private real estate partnerships that directly purchase individual multi-unit rental properties.

Clients 182

Clients Financial Advisor Financial Planning Portfolio Management 182

Abnormal Returns

JULY 12, 2023

Podcasts Jeff Ptak and Christine Benz talk with William Bernstein about the update version of his book "The Four Pillars of Investing." James Choi about how economic theory explains consumer behavior. peterlazaroff.com) Retirement How to build in a victory lap before retirement. etftrends.com) Peter Lazaroff on whether U.S.

Risk Tolerance 216

Risk Tolerance Estate Planning Retirement Planning 216

Abnormal Returns

OCTOBER 11, 2023

(humbledollar.com) How higher real yields affect a retiree's ability to withdraw cash. humbledollar.com) Taxes How to compare the yields on taxable and muni bonds. financialducksinarow.com) Investment taxes, 101. thomaskopelman.com) Personal finance You can't talk about investing without goals. It leaves out a lot.

Estate Planning 221

Estate Planning Taxes Retirement Planning 221

The Big Picture

SEPTEMBER 2, 2023

    This week, we speak with Jonathan Miller, founder and CEO of Miller Samuel , a real estate appraisal & consulting firm founded in 1986. His weekly Housing Notes is widely read among the real estate community of appraisers and agents. Today, only 35% of homes in the USA have owners that have a mortgage.

Consulting 166

Consulting Banking Sales Investing 166

The Big Picture

JULY 27, 2023

My morning train reads: • Commercial Real Estate Is in Trouble, but Not for the Reason You Think : As far as weak spots go, there are reasons for concern. Offices comprise 80% of new delinquencies in commercial real estate loans, and occupancy rates in major cities consistently hover around 50% of capacity.

Food 243

Food Economy Numbers Banking 243

Abnormal Returns

JANUARY 17, 2024

(evidenceinvestor.com) Frazer Rice talks with Jenny Rozelle about the roles and responsibilities in trust and estate documents. youtube.com) Retirement How to spend your time in retirement guilt-free. morningstar.com) How your career should affect how you invest. dariusforoux.com)

Retirement 195

Retirement Retirement Planning Insurance Education 195

The Big Picture

OCTOBER 29, 2022

We discuss how why stocks — and real estate, gold, and bonds — have performed over time. Among all asset classes, stocks have performed best over the past two centuries — over 6% in real (after inflation) terms. This is why they have a preference for indexing, based on fundamentals, not market cap.

Assets 283

Assets Financial Market Investing Investments 283

The Big Picture

MAY 8, 2023

My back-to-work morning train WFH reads: • How Sam Bankman-Fried Peddled a Story Everyone Wanted to Believe : In an excerpt from his upcoming book, Axios’s Brady Dale explores “what we think we know” about Sam Bankman-Fried, FTX, and the crypto industry. How Companies Are Fighting Back Against the War Over ‘Woke.’

Digital Media 246

Digital Media Wealth Management Media Assets 246

Nerd's Eye View

DECEMBER 6, 2023

Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. He introduces the "ABCS Test", a mnemonic designed to help financial coaches and advisors grasp the fundamental elements that define an investment adviser.

Investing 242

Investing Investments Retirement Planning Financial Advising 242

Abnormal Returns

NOVEMBER 6, 2023

(quantifiableedges.com) Strategy Failure is inevitable when it comes to investing. finance.yahoo.com) Target-date bond ETFs How target-date bond ETFs work. wsj.com) How Q4 GDP is shaping up. wsj.com) How the residential real estate brokerage business will change, post-verdict. nytimes.com)

Financial Advising 213

Financial Advising Media Economy Economics 213

Abnormal Returns

SEPTEMBER 8, 2023

How 'The Compound' got there. pod.link) Adam Ashton talks with Tyler Cowen about real-world economics. joincolossus.com) Tim Ferriss talks risk and black swans with Nassim Nicholas Taleb and Scott Patterson author of "Chaos Kings: How Wall Street Traders Make Billions in the New Age of Crisis."

Economics 235

Economics Economy Assets Investing 235

Abnormal Returns

NOVEMBER 22, 2023

ft.com) Do you really want your target-date fund investing direct real estate? morningstar.com) Housing How demographics are affecting the housing market. morningstar.com) Housing How demographics are affecting the housing market. om.co) The OpenAI fiasco highlights the importance of corporate governance.

Financial Advising 230

Financial Advising Startup Media Economy 230

Nerd's Eye View

JANUARY 22, 2024

The discussion highlights the often-misinterpreted needs of HNW clients and how advisors can ensure their services are aligned to meet their clients' expectations most effectively. selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 195

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 195

The Big Picture

SEPTEMBER 6, 2023

My mid-week morning train WFH reads: • How BYD snatched Tesla’s crown : BYD dominates the Chinese EV market. Financial Times ) • How Slowing Inflation Can Hit Corporate Profits : High inflation helped boost earnings at many companies, but now comes the hangover. Now it’s coming for the world. Now it’s coming for the world.

Strategic Planning 130

Strategic Planning Medicine Economy Consulting 130

The Big Picture

OCTOBER 7, 2022

The Market’s Peak Inflation Story Fights the Fed : There’s no sign the Fed will change its mind and agree that rates should come down again next year ( Wall Street Journal ) see also The Fed Might Just Break the Global Economy : The real stress is in the energy-supply system to certain parts of the world, notably Europe. . • Intelligencer ).

Insurance 271

Insurance Economy Numbers Marketing 271

The Big Picture

MAY 27, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The King’s Dominion (The real Succession) : His sons are at war. Soaring real estate markets have created a worldwide housing crisis. He’s divorced his fourth wife and broken an engagement to a would-be fifth.

Transportation 257

Transportation Economics Investing Investments 257

Abnormal Returns

AUGUST 2, 2023

(youtube.com) Jon Luskin talks with Jonathan Clements who is the editor of "My Money Journey and How to Think About Money." podcasts.apple.com) Christine Benz and Jeff Ptak talk real estate with Ilyce Glink. morningstar.com) Khe Hy talks with Kris Abdelmessih about how to think about legacy. humbledollar.com)

Retirement 197

Retirement Taxes Investing Investments 197

Abnormal Returns

APRIL 19, 2023

Strategy Five real investing lessons from Warren Buffett's career. nytimes.com) Finance How boring should banks be? semafor.com) How exposed are regional banks to problematic commercial real estate loans? abnormalreturns.com) Ramit Sethi teaches you how to spend money.

Financial Advising 186

Financial Advising Startup Banking Media 186

The Big Picture

AUGUST 8, 2022

My back-to-work morning train WFH reads: • The Metaverse Real Estate Boom Turns Into a Bust : The metaverse is in the midst of a real estate meltdown. How Universal Are Our Emotions? The Information ). • The Information ). • But people with patience and long horizons came out fine. ( New York Times ).

Economics 289

Economics Economy Sales Banking 289

The Big Picture

MAY 20, 2023

As president, she is responsible for corporate sustainability and responsible investing; Man Solutions and Man FRM; central trading, funds treasury and bank relationships; operations; financial crime; corporate real estate; and communications. A qualified barrister in the UK, she has worked in the investment industry since 1994.

Compliance 297

Compliance Communication Government Banking 297

The Big Picture

JANUARY 13, 2024

Wired ) • These Rogue Worlds Upend the Theory of How Planets Form : Scientists have recently discovered scores of free-floating planets that defy classification—forcing them to rethink their theories of star and planet formation. Previously, she was Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund.

Portfolio Management 150

Portfolio Management Economy Economics Portfolio 150

Abnormal Returns

JULY 17, 2023

(bloomberg.com) Strategy How to get rich in the markets, ranked from hard to easy. ritholtz.com) Four insights from the new edition of William Bernstein's "The Four Pillars of Investing." thestreamable.com) ARK Invest ARK Innovation ETF ($ARKK) AUM is down two thirds from the peak. How this one is different.

Financial Advising 209

Financial Advising Media Economics Investing 209

The Big Picture

DECEMBER 3, 2022

Before joining Global X, which has $42 billion in assets under management, Berruga was an investment banker at Jefferies. Berruga explains how the firm’s deep research bench allows them to test new ideas and their investment strategies for investment performance, liquidity, and conviction. Cybersecurity BUG.

Portfolio 192

Portfolio Investing Investments Assets 192

The Big Picture

MAY 6, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How a Dishwasher Engineer Challenged Elon Musk’s Grip on Commercial Space : A Kiwi named Peter Beck built Rocket Lab into the second coming of SpaceX. The weekend is here! The Mystery Behind Them Endures.

Wealth Management 296

Wealth Management Engineering Assets Management 296

Abnormal Returns

JUNE 5, 2023

institutionalinvestor.com) A real, live IPO is set to price this week, Cava Group. institutionalinvestor.com) A real, live IPO is set to price this week, Cava Group. wsj.com) Fidelity is down some 41% on its Reddit investment. morningstar.com) How real estate poses a risk to the Chinese economy.

Financial Advising 159

Financial Advising Economy Media Government 159

Abnormal Returns

MAY 24, 2023

Podcasts Michael Batnick and Ben Carlson talks with Ramit Sethi about his new Netflix show 'How to Get Rich.' morningstar.com) Peter Lazaroff talks with Carl Richards about what 'real' financial planning means. morningstar.com) How do you get money out of a 529 plan? thecollegefinanciallady.com) Investing TI, "It’s your money.

Distribution 203

Distribution Education Financial Planning Retirement 203

The Big Picture

OCTOBER 20, 2023

“I need the US Dollar to be a store of value between the time I make it until I spend it, invest it, pay my taxes with it, or give it away. To be more precise, I want to discuss the type of chart that reflects a fundamental misunderstanding of the nature of money, currency, spending, investing, and taxes.

Investing 335

Investing Investments Math Medicine 335

The Big Picture

DECEMBER 8, 2022

How Web Platforms Collapse : The Facebook Case Study: ( The Honest Broker ). • How Web Platforms Collapse : The Facebook Case Study: ( The Honest Broker ). • Be sure to check out our Masters in Business next week with Kathleen McCarthy , Global Co-Head of Blackstone Real Estate. New York Times ). • New York Times ).

Transportation 266

Transportation Retail Portfolio Assets 266

The Big Picture

AUGUST 12, 2023

His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June. It was a lot of fun listening to Seides explain how his infamous bet with Warren Buffett came about.

Management 245

Management Portfolio Management Portfolio Assets 245

Abnormal Returns

APRIL 20, 2023

(cnbc.com) Cullen Roche, "We don’t know how risky the 60% slice of stocks is in the coming years. disciplinefunds.com) Strategy Don't use inflation as an excuse not to invest. monevator.com) Companies How cloud computing impacts the odds of a recession. theinformation.com) Finance Direct investing seems easy.

Financial Advising 208

Financial Advising Startup Media Portfolio 208

The Irrelevant Investor

APRIL 2, 2023

Today’s Talk Your Book is brought to you by USQ On today’s show, we spoke with Tom Miller, CEO and CIO of USQ to discuss investing in commercial real estate in difficult macro environments. See here for USQs special Animal Spirits edition research paper on investing in private real estate.

Banking 93

Banking Investing Investments 93