2023

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Top.

The Reformed Broker

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.

Marketing 361
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How Much Money Buys Happiness?

The Big Picture

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

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?

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#FA Success Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing, With Brenda Hiscock

Nerd's Eye View

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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How Automation Can Streamline Your Month-End Close Process

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.

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Will my Social Security be Taxed?

The Chicago Financial Planner

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.

Taxes 258

More Trending

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The Happiness Paradox

A Wealth of Common Sense

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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How to Build a Kitchen (and Why)

Mr. Money Mustache

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?

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Whose Fault is it Anyway

The Irrelevant Investor

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.

Banking 139
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Fundamental Analysis of Tejas Networks – Company, Financials & More

Trade Brains

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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Book of Secrets for the Month-End Close

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.

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Accessing Body Intelligence to Make Wiser Money Decisions with Gayle Colman

Steve Sanduski

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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This Week on TRB

The Reformed Broker

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

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The Fed is Breaking Things (and it could get worse)

The Big Picture

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.

Banking 339
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Top clicks this week on Abnormal Returns

Abnormal Returns

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.

Portfolio 269
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Top 7 Global Employment Challenges

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.

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How Listing Fees On Advisory Firm Websites Can Clearly Communicate The Cost (And Value) Of Planning

Nerd's Eye View

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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Does International Diversification Work?

Alpha Architect

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.

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Has Housing Bottomed?

Pragmatic Capitalism

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 [ …

Economy 189
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How Much is Enough to Retire Comfortably?

A Wealth of Common Sense

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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Quick Guide to Digital Lending for Regional & Community Banks

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!

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How to Retire at 50 in 7 Easy Steps

Good Financial Cents

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.

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Stocks Aren’t Going Down. Why?

The Irrelevant Investor

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.

Banking 130
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Satyam Scam – The Story of India’s Biggest Corporate Fraud!

Trade Brains

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.

Ethics 130
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Managing the business risk that is cyber

Norman Marks

I am pleased to announce that my latest book is now available on Amazon (see below).

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Global Hiring Guide: Top Emerging Fintech Hubs

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.

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A shock to lending standards

The Reformed Broker

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.

Economy 325
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Déjà Vu? 2023 is Not 2008

The Big Picture

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.

Banking 329
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Longform links: the purpose of technology

Abnormal Returns

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?

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Abandoning Surge Meetings To Better Meet Client Needs And Promote Advisor Well-Being

Nerd's Eye View

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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The HR Compliance Playbook: How to Improve Speed-to-Hire

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.

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Compression: Can the Value Spread Expand Forever?

Alpha Architect

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.

Valuation 117
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The Economics of a United States Divorce

Pragmatic Capitalism

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 [ …

Economics 189
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Is It Realistic to Have 100% of Your Portfolio in Stocks?

A Wealth of Common Sense

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.