The Reformed Broker

MAY 17, 2023

Just wanted to take a moment to recognize the incredible work my media and research teams have been doing to propel The Compound channel past 120,000 subscribers this month. And that 120k is just a fragment of the audience because almost everything we do on video is also on the audio podcast channels too.

Media 361

Media 361

Abnormal Returns

APRIL 17, 2024

craincurrency.com) If Americans are going to age in place, there is a need to do home modifications. awealthofcommonsense.com) Questions you should ask before you invest including 'What are the tax implications?' theirrelevantinvestor.com) Things you shouldn't do if you want to build wealth. A business opportunity awaits.

Retirement 254

Retirement Taxes Insurance Investing 254

The Big Picture

SEPTEMBER 22, 2023

The September Federal Reserve meeting is behind us we still have November and December ahead of us. ” What makes them different is that they do so very publicly and maintain an ongoing record of their forecasts about federal funds rates inflation and GDP. To wit: The Dot Plot.

Economics 314

Economics Financial Market Marketing Marketing 314

Abnormal Returns

DECEMBER 20, 2023

(ritholtz.com) Preet Bharara talks with Morgan Housel author of "Same as Ever: A Guide to What Never Changes." whitecoatinvestor.com) Khe Hy talks with Joe Hudson about why we worry about money. ofdollarsanddata.com) What's changing for retirement accounts in 2024. humbledollar.com) Why TIPS, not funds, are different.

Retirement 274

Retirement Portfolio Taxes Accounting 274

Advisor Perspectives

JUNE 2, 2023

Thoughts on the current US debt challenge and the long-term implications for markets and the economy from Stephen Dover, Head of Franklin Templeton Institute.

Economy 52

Economy Marketing Marketing 52

Abnormal Returns

FEBRUARY 13, 2024

Private equity What does the research say about private equity performance? caia.org) Fund management How should we assess 'pedigree' when it comes to investment managers? capitalgains.thediff.co) Research Nicolas Rabener, "Theoretically, interest rates matter for stock prices, but practically they do not matter much."

Accounting 291

Accounting Assets Management Investing 291

The Big Picture

JANUARY 24, 2024

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes. What about your taxable accounts? One of ’em is doing poorly that year.

Taxes 234

Taxes Portfolio Wealth Management Management 234

The Big Picture

SEPTEMBER 28, 2023

What I can do is share a few modest insights; hopefully, these will allow you to gain a fresh perspective you might not have otherwise considered or perhaps even garner a better understanding of what is happening right here and now. We are in a post-pandemic, popular-uprising environment.

Government 291

Government Medicine Economy Healthcare 291

The Big Picture

MAY 3, 2023

At least they told us what they were going to do. They said it in Fed minutes, they said it in pressers, they said it in speeches; we just took them figuratively, not literally. They said it in Fed minutes, they said it in pressers, they said it in speeches; we just took them figuratively, not literally.

Economy 353

Economy 353

Abnormal Returns

APRIL 23, 2024

carsongroup.com) Why we fear doing nothing during a geopolitical crisis. thinkadvisor.com) Economy Jamie Dimon, “Even if we go into recession, the consumer’s still in good shape.” abnormalreturns.com) What you missed in our Monday linkfest. Geopolitics A look at how geopolitical events affect the stock market.

Financial Advising 229

Financial Advising Media Economy Management 229

Abnormal Returns

MARCH 2, 2024

thecooldown.com) If we could talk to whales, should we? wsj.com) What do you get with a $600 a night hotel room? statnews.com) How often do you need a RSV shot? newscientist.com) Fitness Why do people who ride e-bikes get more exercise? artofmanliness.com) Why don't more men do pilates?

Medicine 253

Medicine Math Financial Advising Media 253

The Big Picture

OCTOBER 2, 2023

We all love to use quotations in our arguments. “I write to discover what I think. It helps organize your thoughts as it creates a record of what you believed at a specific time; it also invites comments and criticisms from others who have (hopefully) thought through similar issues.

Investing 342

Investing Investments Economy Portfolio 342

Abnormal Returns

APRIL 10, 2024

etf.com) We spend money for any number of reasons including 'To honor earlier generations.' ofdollarsanddata.com) What to consider when you do a risk assessment of your life. contessacapitaladvisors.com) How much do people save rounding up their spending? That doesn't mean they are easy to hold.

Estate Planning 218

Estate Planning Retirement Planning Retirement Taxes 218

Abnormal Returns

MARCH 5, 2024

(abnormalreturns.com) What you missed in our Monday linkfest. newsletter.abnormalreturns.com) Mixed media Ian Bogost, "When you do send emails, make sure that you’re expecting no reply. newsletter.abnormalreturns.com) Mixed media Ian Bogost, "When you do send emails, make sure that you’re expecting no reply. dariusforoux.com)

Financial Advising 267

Financial Advising Media Economy Sales 267

Abnormal Returns

APRIL 6, 2024

wsj.com) Environment Why we need more testing of solar geoengineering efforts. unchartedterritories.tomaspueyo.com) Why we love eclipses. Is the world doing enough to prepare? statnews.com) What non-invasive colon cancer tests can't do. on.ft.com) Drink What can be done to make brewing beer more sustainable?

Media 214

Media Financial Advising Transportation Food 214

The Big Picture

FEBRUARY 21, 2024

At the Money: David Dunning professor of psychology at the University of Michigan (January 10, 2024) How well do you understand yourself? We’re co-conspirators in self-deception and this prevents us from having accurate self-knowledge. In terms of our character, we overplay how much agency we have over the world.

Media 140

Media License Planning Economics 140

The Big Picture

FEBRUARY 21, 2023

If you recall pre-pandemic, we had started doing these live events. The first one was with Ray Dalio, and then we did one with Howard Marks, and then everything closed down and we kind of put it on hiatus. So let’s talk a little bit about what we have going on right now. Well, they’re back.

Clients 267

Clients Investing Investments Retirement 267

Nerd's Eye View

MARCH 22, 2024

Also in industry news this week: A recent survey suggests that advisors who best understand their prospects' and clients' unique needs and communicate their value and fees clearly could be best positioned to win and retain clients Why a dearth of advisor talent could spur additional M&A activity and 'poaching', and what firms can do to attract (..)

Financial Planner 221

Financial Planner Communication Electronics Retirement 221

The Big Picture

AUGUST 8, 2023

That is before we consider the false positives in years like 1965, ’68, ’78, ’86, ’96, ’98, 2003, ’05, ’15, and ’22. Those are merely the largest peaks and do not include myriad other feints and false starts. Investors want a crystal ball that can tell them what is going to happen.

Distribution 246

Distribution Economics Communication Media 246

Abnormal Returns

NOVEMBER 25, 2023

(newatlas.com) Environment We just experienced two days of 2 degrees Celsius warmer than pre-industrial levels. bbc.com) What happens when Airbnbs take over a small town. bbc.com) What happens when Airbnbs take over a small town. nytimes.com) The ocean We really don't know much many fish there are in the sea.

Food 222

Food Financial Advising Media Taxes 222

Nerd's Eye View

APRIL 5, 2024

Also in industry news this week: The SEC has penalized 2 firms for false and misleading claims related to their use of Artificial Intelligence (AI), signaling the regulator's interest in advisers' "AI-washing" practices A research report suggests that fee-only RIAs with strong organic growth and enhanced service offerings for their clients are likely (..)

Financial Planner 238

Financial Planner Fee Only Clients Investing 238

Abnormal Returns

DECEMBER 14, 2023

Books A Q&A with Kelly and Zach Weinersmith co-authors of "A City on Mars: Can We Settle Space, Should We Settle Space, and Have We Really Thought This Through?" nytimes.com) Replacing small vehicles with electric versions will do more to eliminate carbon emissions that big EVs.

Media 243

Media 243

Nerd's Eye View

APRIL 17, 2024

After advisors do all of the work of bringing on a new client (Marketing! Questions such as "What is different from the last time we met?" and "What changes are coming up soon?" Prospecting! Onboarding! Compliance!), it can sometimes feel natural to let the relationship go into "maintenance mode". – important goals.

Clients 186

Clients Financial Planning Compliance Planning 186

The Big Picture

JULY 22, 2022

After yesterday’s discussion on the uncertainty monster , a friend who “loves perspective changers” reached out with a challenge: “Most people rarely question their own basic ideas,” he said, He challenged me to find 10 concepts to do just that. Earnings are what they are, the profits of corporate America. What can be wrong?

Executive Compensation 350

Executive Compensation Government Marketing Marketing 350

The Big Picture

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios.

Media 349

Media Economy Economics Wealth Management 349

Abnormal Returns

JANUARY 18, 2024

Books An excerpt from "Fluke: Chance, Chaos, and Why Everything We Do Matters" by Brian Klass. notboring.co) AI What the history of copyright tells us about the future of AI. wapo.st) Why aren't we deploying UV light to fight respiratory viruses? vox.com) Money aside, what it takes to buy a pro sports team these days.

Food 212

Food Communication Media 212

The Big Picture

NOVEMBER 3, 2023

We just experienced the strongest economic recovery since the end of World War II Source: Irrelevant Investor Light posting as I’m getting ready for some travel, but this chart is so amazing. Worth thinking about… The post What Do World War II & Covid Have in Common? appeared first on The Big Picture.

Economics 275

Economics Marketing Marketing 275

The Big Picture

JANUARY 26, 2023

The presentation delves into why you make bad decisions around money, and what you can do to improve your decision-making process. Come by and see what you can learn about how to: -Improve your decision making -Evaluate opportunites, managers, funds, and alts. August 10, 2007) What is your Value Add ?

Accounting 282

Accounting Portfolio Investing Investments 282

The Big Picture

MARCH 20, 2023

What are the differences between insured depositors getting their cash back, a private sector rescue orchestrated by the Fed or the Swiss government, and a taxpayer-funded bailout? Indeed, what is a good definition of a bailout? 1 The answer to the question “ What actually is a bailout ? Were these people “bailed out?”

Banking 314

Banking Insurance Government Management 314

The Big Picture

DECEMBER 5, 2023

What was the original career plan? But if I had a plan as to how to do that when I went to college, it was learn as much as I could, as fast as I could and get a ba and then become an accountant and a lawyer. ’cause then I figure I could always be employed either managing the numbers or doing law and get those two degrees.

Investing 173

Investing Investments Management Numbers 173

The Big Picture

APRIL 25, 2024

As Bill McBride pointed out in yesterday’s At the Money , lease renewals for rental apartments or homes do not reflect the current state of inflation — they were signed either 1 or 2 years ago; Monetary policy doesn’t impact that that all.

Economy 201

Economy Economics Banking Investing 201

The Big Picture

APRIL 4, 2024

TRANSCRIPT: Ever since the early 2000s starting with the.com crash and 9:11 and then on to the great And then on to the great financial crisis, we have been in an ultra low rate environment. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it.

Portfolio 150

Portfolio Management Assets Economy 150

Abnormal Returns

NOVEMBER 8, 2023

secondlifefp.co.uk) Morgan Housel A Q&A with Morgan Housel author of the new book “Same as Ever: A Guide to What Never Changes.” thinkadvisor.com) Morgan Housel's new book “Same as Ever: A Guide to What Never Changes” is now out. wsj.com) What's involved with moving closer to your children in retirement.

Financial Planner 225

Financial Planner Retirement Retirement Planning Financial Services 225

Abnormal Returns

MARCH 30, 2024

Autos What it takes to add an EV charger in your garage. bbc.com) Why do we still have paper passports? sciencedaily.com) Why we often grab our phones when waiting in line. hottakes.space) Fitness Do healthy people need to track their glucose levels? politico.com) Shipping Cargo ships are only getting bigger.

Pharmaceutical 256

Pharmaceutical Education Financial Advising Advertising 256

The Big Picture

SEPTEMBER 19, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say, I have yet another extra special guest, Albert Wenger, managing partner at Union Square Ventures. So it’s been a central to what I do and who I am. We kind of managed to get through that. We’re not doing this.

Valuation 289

Valuation Investing Investments Engineering 289

Abnormal Returns

MAY 24, 2023

" (morningstar.com) Peter Lazaroff talks with Carl Richards about what 'real' financial planning means. peterlazaroff.com) Trusts What is the difference between a personal representative and trustee? wsj.com) Aging What you can learn from a 'retirement mastermind group.' morningstar.com) How do you get money out of a 529 plan?

Distribution 206

Distribution Education Financial Planning Retirement 206