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
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
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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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?
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.
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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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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 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.
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?
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.
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A Wealth of Common Sense
MARCH 3, 2023
The latest Case-Shiller national home price index data was released this week.
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.
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.
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.
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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.
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.
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.
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.
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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.
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?”
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?'
Nerd's Eye View
MARCH 1, 2023
When holding discovery meetings with a prospective client, financial advisors often ask the prospect about their goals.
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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.
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 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.
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.
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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.
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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