Wealth Management

DECEMBER 22, 2022

After a bullish 2021 for NFTs and cryptocurrencies, the value of these digital assets fell significantly in 2022.

Investing 278

Investing Investments Assets 278

Abnormal Returns

FEBRUARY 17, 2023

Markets European natural gas prices are back down to Q4 2021 levels. marketwatch.com) Strategy Copycat investing is blind alley. ft.com) Zero day options are growing in popularity. rationalwalk.com) Share buybacks aren't good or bad, they just are. morningstar.com) Index funds now own more Tesla ($TSLA) shares than Elon Musk.

Investing 245

Investing Investments Financial Advising Media 245

Nerd's Eye View

MAY 1, 2024

The rule, colloquially referred to as the "Internet Adviser Exemption ", applied to "entities that exclusively provide investment advice through an interactive website ", save for a de minimis exemption of fewer than 15 clients served outside of the interactive website within the preceding 12 months.

Investing 246

Investing Investments Compliance Clients 246

Calculated Risk

DECEMBER 28, 2022

1) Economic growth: Economic growth was probably under 1% in 2022 as the economy slowed following the economic rebound in 2021. million jobs added in 2021. in November 2021, but still below the pre-pandemic level of 63.4%. year-to-date compared to the same period in 2021. The FOMC is expecting growth of just 0.4%

Economics 347

Economics Economy Sales Commission 347

Wealth Management

MARCH 8, 2024

BlackRock previously completed a minority investment in SpiderRock in 2021. The move expands the asset manager's SMA capabilities.

Assets 298

Assets Management Investing Investments 298

Calculated Risk

JANUARY 1, 2023

in Q4 2021. in Q2 2021, and unchanged from 11.2% in Q4 2021. in Q2 2021. in Q4 2021. in both Q1 and Q2 2021. in both Q1 and Q2 2021. In the mid-'00s, mall investment picked up as mall builders followed the "roof tops" of the residential boom (more loose lending). to $28.04).

Retail 363

Retail Assets Investing Investments 363

The Chicago Financial Planner

FEBRUARY 5, 2022

In 2021 the indicator held true to form, sort of, with the market having an up year after Tampa Bay’s win. Is this a valid investment strategy? As far as your investments, I think you’ll agree that the outcome of the game should not dictate your strategy. Not sure if your investments are right for your situation?

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Wealth Management

JULY 11, 2024

Earned Wealth, founded in 2021, offers medical professionals advice on financial planning, tax planning, wealth management and investing on one interconnected platform.

Startup 265

Startup Tax Planning Wealth Management Medical 265

The Big Picture

AUGUST 12, 2024

Too many of us adopt A self-assured, know-it-all persona because we know the investing public prefers that to learn the truth: nobody knows anything, and the future is inherently unknown and unknowable.

Economy 347

Economy Taxes Investing Investments 347

The Big Picture

OCTOBER 14, 2023

 This week, we speak with Graeme Forster, a director at Orbis Investments Ltd., The firm’s investment strategy is “differentiated thinking” primarily focused on equities. Previously : MiB: Adam Karr, Orbis Investments (January 16, 2021) Why Pay Alpha Prices for Beta?

Investing 182

Investing Investments Startup Management 182

Calculated Risk

NOVEMBER 16, 2022

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. the first decline in billings since January 2021 (any score below 50 indicates a decline in firm billings). the first decline in billings since January 2021 (any score below 50 indicates a decline in firm billings).

Investing 363

Investing Investments Economics 363

Calculated Risk

OCTOBER 5, 2022

From Moody’s Analytics Senior Economist Lu Chen: Office continues its bumpy ride, and Retail remains flat Office vacancy has been persistently stuck at over 18% since early 2021 , a consequence of excess inventories and strains on companies’ expansion plans. in Q3 2021. Q2 2021 at 18.5% in Q1 2021, and down from 11.3%

Retail 314

Retail Economics Assets Planning 314

Wealth Management

MARCH 25, 2025

The acquisition of GGM Wealth Advisors represents Waverlys 22nd deal since taking equity investments from Wealth Partners Capital Group and HGGCs Aspire Holdings platform in 2021.

Wealth Advisor 243

Wealth Advisor Investing Investments 243

The Big Picture

JANUARY 30, 2023

In 2020, all you had to do was Hodl Meme stocks; In 2021, it was day trade your way to wealth; before that, just be a Crypto bro, or you can “ Have fun being poor !” Remember the Dunning Kruger couple ( video ) we discussed in September 2021 ? Investment TikTok is the best! ” “Have fun being poor” indeed.

Media 306

Media Economics Investments Investing 306

The Big Picture

JANUARY 3, 2023

Let’s jump into the new year with some fresh observations, some of which are quite surprising: • Astronomical Measures of Time Are Unrelated to Investing : 2023 – a new year! Consider: From 2010 through 2021, The S&P500 Index gained 330% — a little over 13% annually (not including dividends). Welcome to 2023!

Economy 328

Economy Economics Portfolio Marketing 328

Abnormal Returns

AUGUST 20, 2024

(papers.ssrn.com) Corporate finance How inclusion in a benchmark can affect subsequent corporate investment. papers.ssrn.com) A rave review for Alan Blinder's "A Monetary and Fiscal History of the United States 1961-2021." papers.ssrn.com) Nobody wants to talk about diversity on conference calls any more.

Sales 274

Sales Portfolio Investing Investments 274

Calculated Risk

JANUARY 10, 2024

million in 2021 (the two best years ever), but still a solid year for employment gains. This graph shows the jobs added per month since January 2021. There was strong job growth in 2021 and 2022 as the economy bounced back from the pandemic recession. Question #8 for 2024: How much will Residential investment change in 2024?

Economy 298

Economy Manufacturing Economics Sales 298

The Big Picture

JANUARY 23, 2023

Microsoft laid off 10% of its 221,000 workforce bringing headcount back to mid-2021 levels. Amazon , now has 1.5 million employees, more than half of whom were hired in 2020-2022. Google just fired 12,000 people; they hired 57,000 over the past two years. Last, the Labor market remains very robust.

Numbers 325

Numbers Economics Planning Investing 325

Calculated Risk

JANUARY 3, 2024

Today, in the Real Estate Newsletter: Question #8 for 2024: How much will Residential investment change in 2024? 8) Residential Investment: Residential investment (RI) was slightly negative through the first three quarters of 2023 as the housing market appeared to bottom. year-to-date compared to the same period in 2021.

Sales 189

Sales Investing Investments Commission 189

Wealth Management

MARCH 6, 2023

Grayscale filed plans with the SEC in October 2021 to convert GBTC, the world’s biggest Bitcoin investment vehicle, into an exchange-traded fund.

Planning 225

Planning Investing Investments 225

The Big Picture

MARCH 21, 2025

Prior to founding O’Shaughnessy Ventures, Jim was the Founder and Chair of OSAM (O’Shaughnessy Asset Management) which was acquired by Franklin Templeton in 2021. This week, I speak with Jim O’Shaughnessy, Founder and CEO of O’Shaughnessy Ventures.

Government 182

Government Management Assets Investments 182

The Big Picture

MAY 9, 2024

@TikTokInvestors: “Apart from his misleading arrogance and the inaccurate market statistics mentioned, a 401K is possibly the best investment vehicle for the average American. I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match.

Media 336

Media Taxes Math Investing 336

Abnormal Returns

OCTOBER 18, 2022

Research Are index funds to blame for the lack of investment in oil and gas production? alphaarchitect.com) 2021 saw a baby bump, which was against trend. ft.com) On the relationship between asset growth and lottery stock status. alphaarchitect.com) The problem with growth: persistence is fleeting. It appears yes. nber.org).

Assets 246

Assets Investing Investments Marketing 246

Calculated Risk

SEPTEMBER 20, 2023

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This follows a period of robust growth in 2021 and 2022. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment into 2024. Any score below 50.0

Investing 312

Investing Investments Clients 312

Abnormal Returns

FEBRUARY 26, 2024

riabiz.com) Alts How to talk to your clients about alternative investments. advisorperspectives.com) A look at the donor advised fund industry including 'Nearly half of all DAFs (49%) had total assets at the end of 2021 of less than $50,000.' (kitces.com) The biz How Altruist has gained ground in the custody space.

Wealth Management 287

Wealth Management Financial Services Retail Insurance 287

A Wealth of Common Sense

NOVEMBER 15, 2022

This is in stark contrast to the FOMO days of 2020 and 2021 when it felt like the only place to put your money was the. Those old stodgy blue chip stocks in the Dow that pay dividends and have stable cash flows are crushing the innovation-led stocks that have more potential than profits in 2022.

Investing 145

Investing Investments Portfolio Marketing 145

The Big Picture

MAY 25, 2023

Regardless, I find DKE to be an incredibly useful tool that helps explain many of the individual errors we see in investing. Fleming Research Department of Experimental Psychology, April 8, 2021 A rational model of the Dunning–Kruger effect supports insensitivity to evidence in low performers Rachel A. Jansen, Anna N.

Math 321

Math Investing Investments 321

Abnormal Returns

FEBRUARY 28, 2024

(allstarcharts.com) Bitcoin hit its highest level since November 2021. blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." fortunesandfrictions.com) The rise of passive investing hasn't broken the markets.

Valuation 276

Valuation Financial Advising Startup Media 276

Calculated Risk

DECEMBER 27, 2024

The Atlanta Fed Wage tracker showed nominal wage growth increased sharply in 2021 and for most of 2022. Here are the Ten Economic Questions for 2025 and a few predictions: Question #8 for 2025: How much will Residential investment change in 2025? In November 2024, the smoothed 3-month average wage growth was at 4.3% in July 2022.

Economics 147

Economics Sales Retirement Investing 147

The Big Picture

SEPTEMBER 3, 2022

The signs of volatility were increasing in December 2021 and the NYSE was able to manage the massive influx of orders and messages — half a trillion buy and sell messages per day with a 30 microsecond response time. She explains how she has expanded the system capacity and increased the speed of message response and execution.

Wealth Management 311

Wealth Management Banking Accounting Management 311

The Big Picture

NOVEMBER 10, 2022

Previously : Biggest Mistakes of UHNW Investors (October 25, 2021). This MoneyShow episode is now out from behind the paywall. The post Biggest Mistakes Made by UHNW Investors appeared first on The Big Picture.

Taxes 276

Taxes Investments Investing 276

Random Roger's Retirement Planning

MARCH 20, 2025

The odds are pretty good that plain vanilla 60/40 will still get the job done over longer periods but I would caution that the ride has been much bumpier since late 2021 and will stay that way for a while. There other reasons cited that you can see in the report. Adaptability is a great word for portfolio construction and ongoing management.

Investing 59

Investing Investments Portfolio Asset Allocation 59

Calculated Risk

DECEMBER 7, 2022

One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). For the bottoms and tops of key housing activity, here is a graph of Single-family housing starts, New Home Sales, and Residential Investment (RI) as a percent of GDP. Residential investment has also peaked.

Sales 361

Sales Economy Engineering Investing 361

Calculated Risk

JANUARY 13, 2023

1) Economic growth: Economic growth was probably close to 1% in 2022 as the economy slowed following the economic rebound in 2021. One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). Residential investment has also peaked. Q4-over-Q4 in 2023. 2009 -2.6%

Economy 278

Economy Sales Economics Investing 278

The Big Picture

JULY 5, 2023

As the FRED chart below shows, consumers were quite sanguine about inflation at the beginning of its huge run-up in 2021; they were panicked about inflation at the peak, just as it was beginning its collapse. And while people’s expectations can factor into inflation, it is but one element out of many, and one that is easily changed.

Economy 306

Economy Economics Marketing Marketing 306

The Big Picture

NOVEMBER 1, 2023

Lack of Single Family Homes : We’ve discussed this before most notably in 2021, but home builders have wildly underbuilt the number of houses relative to population growth following the financial crisis (GFC). That is especially true in housing, where the Fed is creating new problems and making existing ones even worse: 1.

Food 317

Food Economy Numbers Sales 317

Calculated Risk

SEPTEMBER 16, 2022

One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). For the bottoms and tops of key housing activity, here is a graph of Single-family housing starts, New Home Sales, and Residential Investment (RI) as a percent of GDP. Residential investment has also peaked.

Sales 363

Sales Economy Economics Investing 363