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 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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The Chicago Financial Planner
FEBRUARY 8, 2023
Contrary to what some politicians might say, your Social Security benefits are not an entitlement. You’ve paid Social Security taxes over the course of your working life and you’ve earned these benefits.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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.
Mr. Money Mustache
FEBRUARY 26, 2023
Well, looks like it has happened again. Since the last time we spoke, I got sucked into building my 17th(?) kitchen, and I have finally emerged from its messy yet addictive grasp as I stand here at the new breakfast bar, typing this report to you. Why am I so hooked on this strange pastime?
The Irrelevant Investor
MARCH 14, 2023
It has been 872 days since a bank failed in the United States. This was the longest streak on record. We’re now at day zero. Silicon Valley bank went down on Friday. Signature Bank last night.
Trade Brains
JANUARY 1, 2023
Fundamental Analysis of Tejas Networks: Broadband connectivity to homes and businesses is an essential service like gas, electricity, and water, especially with the onset of the pandemic. High-speed connectivity is an enabler of business continuity and resilience, it is the engine of e-commerce.
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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.
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.
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 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
JANUARY 1, 2023
Also on the site Why you should choose simplicity over complexity: the case against FSAs. abnormalreturns.com) Top clicks this week Here is Eddy's 2023 Buy List. crossingwallstreet.com) The best books Ben read in 2022 including "Die With Zero" by Bill Perkins.
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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.
Alpha Architect
FEBRUARY 28, 2023
In this article, the authors examine the research on the benefits of international diversification. Some argue that because equity markets generally crash simultaneously, there are no benefits to having equity diversification. The evidence from this paper rejects this hypothesis.
Pragmatic Capitalism
FEBRUARY 22, 2023
There was a glimmer of hope in the housing data from January. The stock market rallied sharply and there was a lot of commentary about how the economy is headed [ …
A Wealth of Common Sense
FEBRUARY 21, 2023
Bloomberg asked investors from around the globe one of the most important questions in all of personal finance: How much is enough to retire comfortably? The results were a tad on the high side: The average number came in somewhere between $3 million and $5 million.
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Good Financial Cents
JANUARY 26, 2023
Early retirement has become a popular financial goal. And well it should be. Even if you never retire early, just knowing that you can is liberating! And it may just be the strategy that frees you up to take on even bigger challenges in life.
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.
Trade Brains
JANUARY 20, 2023
A Case Study on ‘Satyam Scam’ Accounting Scandal: When the 2008 recession hit the world, India was not only going through a financial crisis but also an ethical crisis.
Norman Marks
MARCH 1, 2023
I am pleased to announce that my latest book is now available on Amazon (see below).
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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.
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 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.
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
FEBRUARY 20, 2023
One of the most important parts of a financial advisor’s value proposition is time spent meeting with their clients. These meetings allow advisors to listen to their clients’ concerns, make planning recommendations, and chart a course for the coming months.
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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.
Alpha Architect
MARCH 9, 2023
We believe owning deep-value stocks is potentially interesting at these valuation peaks. But as I said in the previous two times I wrote this, the spread can get more extreme.
Pragmatic Capitalism
FEBRUARY 20, 2023
Congresswoman Marjorie Taylor Greene got a lot of attention over the weekend when she stated that the USA needs a “national divorce”: I try to remain as objective as possible [ …
A Wealth of Common Sense
JANUARY 19, 2023
A reader asks: Is it crazy to be 100% in stocks from age 32 to sometime in my 50s for my retirement accounts? And another reader asks a similar question: I don’t get why people work a 30+ year career while investing in stocks only to glide path into a heavier bond allocation around retirement.
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