This Week on TRB
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. Links
March, 2023
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How Much Money Buys Happiness?
The Big Picture
MARCH 8, 2023
I love the idea of convergence — those rare times when multiple stories about very different issues seem to all land on the same “Grand Truth,” albeit from very different perspectives. Yesterday brought just such a three-part convergence into focus.
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Top clicks this week on Abnormal Returns
Abnormal Returns
MARCH 12, 2023
Top clicks this week Your house is a terrible investment. jlcollinsnh.com) It's no wonder U.S. investors have shunned international stocks. freedomdaysolutions.com) What expanding your time horizon gets you. behaviouralinvestment.com) How much do Americans have saved for retirement?
#FA Success Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing, With Brenda Hiscock
Nerd's Eye View
MARCH 21, 2023
Welcome back to the 325th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brenda Hiscock.
How Automation Can Streamline Your Month-End Close Process
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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.
The Happiness Paradox
A Wealth of Common Sense
MARCH 21, 2023
John Marsden grew up in a wealthy family. He was a brilliant student who went to Harvard, graduated from law school and eventually fulfilled his dream of becoming a successful lawyer. John got married in his 30s and had children.
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A shock to lending standards
The Reformed Broker
MARCH 27, 2023
This is it. The only chart you need to concern yourself with now if you’re trying to figure out where the economy is heading. Construction and Industrial (C&I) loans are a $2.8 trillion business (approximately) for banks all over the country. If they roll over, we have a soft landing.
The Fed is Breaking Things (and it could get worse)
The Big Picture
MARCH 10, 2023
Armchair quarterbacking the decisions of the Federal Reserve long ago became a blood sport. With the benefit of hindsight, we all are genius central bankers. I particularly loathe managers who lay all the woes of the world at the feet of the Federal Reserve.
Longform links: the purpose of technology
Abnormal Returns
MARCH 23, 2023
Books A Q&A with Jenny Odell author of "Saving Time: Discovering a Life Beyond the Clock." wired.com) An excerpt from "Mixed Signals: How Incentives Really Work" by Uri Gneezy. behavioralscientist.org) Technology What jobs are generative AI going to eliminate?
How Listing Fees On Advisory Firm Websites Can Clearly Communicate The Cost (And Value) Of Planning
Nerd's Eye View
MARCH 20, 2023
When a prospect is looking for a financial advisor, understanding how much they will need to pay can often be a tricky proposition.
Book of Secrets for the Month-End Close
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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.
Why Aren’t Housing Prices Crashing?
A Wealth of Common Sense
MARCH 3, 2023
The latest Case-Shiller national home price index data was released this week.
Stocks Aren’t Going Down. Why?
The Irrelevant Investor
MARCH 23, 2023
If you told me at the beginning of march that the following would happen: Silicon Valley Bank fails. So do Silvergate and Signature. Another, First Republic, is also on the ropes. The fed, treasury, and FDIC have to work together to prevent a run on regional banks.
Top.
The Reformed Broker
MARCH 12, 2023
I feel pretty confident in making this call, and I don’t make market calls very often: We have seen the top for 2-year Treasury yields. It’s not going any higher than it’s been because there’s no reason for it to.
Déjà Vu? 2023 is Not 2008
The Big Picture
MARCH 16, 2023
Depositors heaved a sigh of relief when news broke Sunday that the Federal Deposit Insurance Corporation was going to make whole all of the accounts held at Silicon Valley Bank.
Top 7 Global Employment Challenges
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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.
Sunday links: a keen awareness
Abnormal Returns
MARCH 12, 2023
Markets It's hard to see interest rates going higher at this point. abnormalreturns.com) When the financial system is under stress, the trading environment is very different. traderfeed.blogspot.com) Stress The Fed finally broke something.
Instant-Issue Term Life Insurance: What Are The Costs Of Low-Hassle Coverage, And When Are They Worth It?
Nerd's Eye View
MARCH 22, 2023
Traditionally, when a person applied for individual life insurance, they would need to go through an extensive underwriting process that lasted several weeks (or months) and may have included personal and family health questionnaires, interviews, and/or physical examinations.
More Money Doesn’t Make You Better at Managing Your Finances
A Wealth of Common Sense
MARCH 17, 2023
There were a lot of surprising details that came to light from the Silicon Valley Bank fiasco. It was surprising how quickly a bank run took hold for such a large institution. It was surprising how quickly the bank’s customers fled one of their most trusted partners.
A Reverse Minsky Moment
The Irrelevant Investor
MARCH 10, 2023
I will remember this week for the rest of my life. As an investor, you get used to stock market volatility. Economic volatility on the other hand has a way of sticking with you. In the aftermath of the pandemic, the Fed was driving an overheating economy at 150 miles per hour.
Quick Guide to Digital Lending for Regional & Community Banks
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Ever wonder how some regional and community banks are able to outperform their larger rivals? One of the biggest keys to this success lies in digital transformation. In fact, digital lending technologies are helping banks make the transition faster so they can compete more effectively. Read this eBook to learn how to use lending technology to transform your bank’s outcomes, too!
This Week on TRB
The Reformed Broker
MARCH 11, 2023
I want to start out this week with a big thank you to all our fans, friends, employees and clients who came out to see us in Chicago this week for what can only be described as a whirlwind of productivity and fun.
What is a Bailout?
The Big Picture
MARCH 20, 2023
Silicon Valley Bank depositors made whole; Credit Suisse counter-parties saved; First Republic bondholders protected — are these bailouts or something else? Were these people “bailed out?”
Personal finance links: taking actual risks
Abnormal Returns
MARCH 15, 2023
Podcasts Morgan Housel talks about the impact of our lifestyle decisions. open.spotify.com) Christine Benz and Jeff Ptak talk with Robert Powell about generating income in retirement. morningstar.com) Banking Eight questions about the banking panic of 2023 including 'Is my money safe?'
Framing Prospect Conversations Around What Motivates Them Today (And Not Their Future Goals)
Nerd's Eye View
MARCH 1, 2023
When holding discovery meetings with a prospective client, financial advisors often ask the prospect about their goals.
Global Hiring Guide: Top Emerging Fintech Hubs
Advertiser: G-P
The fintech industry is growing exponentially. Companies can find the talent they need in top emerging fintech hubs around the world. Highly skilled global candidates are available to hire — companies just need to know where to look for them.
Bank Runs, Now & Then
A Wealth of Common Sense
MARCH 12, 2023
Silicon Valley Bank, the 16th biggest bank in the country, was closed on Friday. It was the second-biggest bank failure in U.S. history. As recently as November 2021, the market cap of the company was more than $44 billion. That equity is now essentially worthless.
Why So Bearish?
The Irrelevant Investor
MARCH 4, 2023
Something interesting happened this week that has never happened before. According to Ryan Detrick, three weeks ago, AAII bulls made a 52-week high. And then stocks fell, and bulls went into the fetal position. Bears now outnumber bulls almost two to one.
The good news
The Reformed Broker
MARCH 15, 2023
Apparently it’s news to the whole world this morning that Credit Suisse is some sort of undead Swiss zombie bank worth more dissected and sold off in chunks than alive. Who knew? Oh wait – everyone knew, for a long time now. Open secret. Single digit stock price. Come on.
How Many Bear Markets Have You Lived Through?
The Big Picture
MARCH 3, 2023
Have a look at the BAML chart above. 1 It is one of my favorites, but for reasons that might not be readily apparent at first glance. The chart shows the peak-to-trough declines of all the bear markets with the popular definition of a 20% decline, measured up until the start of the first 20% rally.
The HR Compliance Playbook: How to Improve Speed-to-Hire
Advertiser: G-P
Every global growth to-do list should begin with compliance. Navigating international jurisdictions can be complex and time-consuming, but with solid, up-to-date compliance procedures, companies can maximize efficiency, speed-to-hire, and mitigate risks.
Personal finance links: the price of success
Abnormal Returns
MARCH 8, 2023
Podcasts Morgan Housel on on the art of spending money. open.spotify.com) Barry Ritholtz on how to avoid financial disasters. ritholtz.com) Peter Lazaroff on how a 'negative budget' works.
Accessing Body Intelligence to Make Wiser Money Decisions with Gayle Colman
Steve Sanduski
MARCH 14, 2023
Guest: Gayle Colman , Certified Financial Planner®, Master Integral Coach®, and author of the new book The Body of Money. In a Nutshell: Financial decisions are often framed as a tug of war between the head and the heart.
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