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2022 Communication Numbers 
Nerd's Eye View
NOVEMBER 7, 2022
Welcome to the November 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
241 
The Big Picture
AUGUST 9, 2023
Recall 2022, energy was one of the few bright spots as oil prices rallied mostly due to the Russian invasion of Ukraine. The flip side of this is the sectors that got shellacked in 2022 are now showing massive profit recoveries. Consumer Discretionary Year-over-Year is +52.2%, Communication + 18%, and Industrials 11.8%.
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Nerd's Eye View
OCTOBER 21, 2022
We also have a number of articles on insurance and annuities: As the number of RIA-friendly annuity products increases, advisors remain sharply divided regarding their value for clients. How individuals can purchase more than the $10,000 individual limit of I Bonds, which continue to offer relatively high rates of return.
Calculated Risk
SEPTEMBER 17, 2023
On the meeting this week from BofA: " We expect the Fed to stay on hold at the September FOMC meeting , consistent with recent Fed communications and current market pricing. To reach the mid-point of the FOMC projections for Q4 2023, the economy would likely have to lose a significant number of jobs in Q4. percent in June 2022.
288 
Random Roger's Retirement Planning
FEBRUARY 8, 2025
Consumer discretionary is another one that pretty reliably outperforms for ten year periods, not the last couple though after getting whacked pretty hard in 2022 though. As you might expect, staples went down much less in the Financial Crisis as well as in 2022. With communications, the top three holdings are Meta, Google and Netflix.
52 
The Big Picture
MARCH 6, 2024
I do worry sometimes that investors get pulled around by the latest number. Okay, Jay Powell goes out after the committee meeting in December 2023 and does a press conference – another one of the Fed’s new tools is communication policy, like what the, what J Powell says. Like, there’s communication.
279 
Calculated Risk
JANUARY 4, 2023
From the Fed: Minutes of the Federal Open Market Committee, December 13–14, 2022. Participants discussed a number of risk-management considerations related to the conduct of monetary policy. Participants reaffirmed their strong commitment to returning inflation to the Committee's 2 percent objective.
130 
Cornerstone Financial Advisory
NOVEMBER 14, 2022
A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week. Both numbers were below market expectations of 0.6% A look behind the numbers shows that October’s 7.7% Source: Econoday, November 11, 2022 The Econoday economic calendar lists upcoming U.S. Inflation Moderates.
59 
Cornerstone Financial Advisory
AUGUST 22, 2022
Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. Source: Econoday, August 19, 2022 The Econoday economic calendar lists upcoming U.S. New Home Sales.
59 
Cornerstone Financial Advisory
NOVEMBER 21, 2022
Source: Econoday, November 18, 2022 The Econoday economic calendar lists upcoming U.S. DELL), Zoom Video Communications, Inc. (ZM). Source: Zacks, November 18, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, November 18, 2022. The Wall Street Journal, November 18, 2022.
59 
Cornerstone Financial Advisory
SEPTEMBER 19, 2022
Instead, the elevated inflation number not only undercut those easing hopes but raised the possibility of a more significant rate hike. That number was well above the 5.9% Source: Econoday, September 16, 2022 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, September 16, 2022. year-over-year.
59 
Cornerstone Financial Advisory
DECEMBER 12, 2022
But stock prices were under pressure Friday following a disappointing Producer Price Index (PPI) number. Though the PPI number dented the optimism around cooling inflation, November’s PPI report represented an improvement from its 11.7% Source: Econoday, December 9, 2022 The Econoday economic calendar lists upcoming U.S.
59 
Million Dollar Round Table (MDRT)
NOVEMBER 27, 2022
Kaplan Mobray, 2022 MDRT Annual Meeting speaker. As I was a STEM major, when I communicate with my clients about their life plans, I instantly calculate their future living expenses, education expenses, mortgage, retirement funds, etc., and give them the numbers so they can have an idea of how much they will need.
96 
Cornerstone Financial Advisory
AUGUST 15, 2022
Bureau of Labor Statistics released a better-than-expected Consumer Price Index (CPI) number, with buying momentum building throughout the trading session. Source: Econoday, August 12, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, August 12, 2022 Companies mentioned are for informational purposes only.
59 
Cornerstone Financial Advisory
OCTOBER 10, 2022
In a sign of cooling, the number of open jobs in August fell 10%, while a subsequent report from Automated Data Processing (ADP) showed continued labor market strength. Source: Econoday, October 7, 2022. Source: Zacks, October 7, 2022. The Wall Street Journal, October 7, 2022. The Wall Street Journal, October 7, 2022.
59 
Cornerstone Financial Advisory
NOVEMBER 28, 2022
Source: Econoday, November 25, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 25, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, November 25, 2022. The Wall Street Journal, November 25, 2022. The Wall Street Journal, November 25, 2022.
59 
Cornerstone Financial Advisory
JULY 11, 2022
Employers added 372,000 jobs in June, a number that was above economists’ estimates of 250,000. Source: Econoday, July 8, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 8, 2022 Companies mentioned are for informational purposes only. There can only be one of each number in each row and column.
52 
Cornerstone Financial Advisory
DECEMBER 5, 2022
And Job Numbers Cheer Markets. Source: Econoday, December 2, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 2, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, December 2, 2022. The Wall Street Journal, December 2, 2022. IRS.gov, July 11, 2022.
59 
Cornerstone Financial Advisory
OCTOBER 17, 2022
An above-consensus consumer inflation number sent stocks tumbling in early Thursday trading before inexplicably surging higher in a stunning reversal that saw the Dow Jones Industrial Average rally 1,500 points from its intraday low. Source: Econoday, October 14, 2022. Friday: Verizon Communications, Inc. (VZ), Jobless Claims.
52 
Random Roger's Retirement Planning
SEPTEMBER 9, 2023
I should note that the tech sector under the old weighting system, before they revamped the communication sector to include Google, would be more like 36% of the index. Sometimes when we build these sorts of things, you can see in the year by year where one year like 2022 accounts for a disproportionate amount of long term outperformance.
95 
Cornerstone Financial Advisory
JUNE 27, 2022
Source: Econoday, June 24, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, June 24, 2022 Companies mentioned are for informational purposes only. There is a four-year limit on claiming the AOTC but no limit on the number of years you can claim the LLC. The Wall Street Journal, June 24, 2022.
52 
Cornerstone Financial Advisory
AUGUST 8, 2022
Source: Econoday, August 5, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, August 5, 2022 Companies mentioned are for informational purposes only. Payers may receive a notice if their return is missing a Taxpayer Identification number, has an incorrect name, or both. CNBC, August 5, 2022.
52 
FMG
AUGUST 4, 2022
Without a doubt leading to a subtle way to entice visitors into signing up for email communication. How has virtual communication affected the way you do business? That has remained true for NLA since we started in the Spring of 2022. One of the best homepage features is the interactive quiz which “Tests Your Investing IQ.”
MarketWatch
JANUARY 31, 2023
stocks finished in the green on Tuesday as the Nasdaq cemented its best January performance since 2001 amid a broad-based rally in equities that saw some of 2022’s worst performers take the lead. year-over-year, a headline number that was larger than economists’ expectations. The S&P 500 SPX gained 58.83
75 
The Big Picture
SEPTEMBER 12, 2022
I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. I — I — I think 50 plus 75 plus 75 plus whatever happened September 2022, that’s the end of the soft landing. It’s late in the summer in 2022, markets sold off 22, 24 percent, recovered about half of those losses ….
299 
Brown Advisory
NOVEMBER 28, 2022
2022 Year-End Planning Letter: Reflections and Perspectives ajackson Mon, 11/28/2022 - 11:10 The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term.
52 
Brown Advisory
NOVEMBER 28, 2022
2022 Year-End Planning Letter: Reflections and Perspectives. Mon, 11/28/2022 - 11:10. Unfortunately, 2022 has been a painful experience for many. Unfortunately, 2022 has been a painful experience for many. In brief, 2022 was an extremely challenging year.
52 
The Big Picture
JULY 26, 2022
What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.
298 
Good Financial Cents
MARCH 15, 2023
Despite declining overall employment numbers in the field, there are close to 400,000 job openings annually for customer service representatives, according to the Bureau Of Labor Statistics – a testament to how critical the industry is to the U.S. Technical Support Representative Salary: $57,910/year Education: High school diploma.
Good Financial Cents
DECEMBER 14, 2022
Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Employment numbers for Financial Managers are expected to rise by 17% over the next decade, faster than the average for all occupations. Communication Skills.
88 
The Big Picture
OCTOBER 21, 2024
As an example, institutional investors mentioned King Street in 2022, perhaps the worst year for hedge funds since oh 8 0 9. And so there was a number of less liquid markets that made for quite wide spreads. And so there was certainly a number of different movements, but there was certainly downside of these things.
147 
Brown Advisory
MARCH 14, 2023
LOW Third Quarter Conference Call Comments (November 2022) LOW Fourth Quarter Conference Call Comments (This Week) "We're encouraged to hear that Pros remain optimistic with over 70% saying they expected EVEN MORE work in 2023." More than 70% of Pros stated that they were booked out the SAME OR MORE compared to 2022." "We
97 
Darrow Wealth Management
NOVEMBER 17, 2022
In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision.
107 
Trade Brains
JULY 30, 2022
We will also take a closer look at Rekha Jhunjhunwala’s Portfolio 2022 and further analyze her investments. Top 5 Stocks in Rekha Jhunjhunwala’s Portfolio 2022 (Updated August 2022). In the March quarter of 2022, Rekha Jhunjhunwala held 9.60% of Metro Brands. Rekha Jhunjhunwala’s Portfolio 2022.
52 
eMoney Advisor
APRIL 4, 2023
2 Begin by understanding that the challenges in managing inherited wealth are not just about the numbers. Financial professionals can help by opening the lines of communication with clients and their families. High-Net-Worth and Ultra-High-Net-Worth Markets,” January 2022. Sources: 1. Cerulli Associates. October 19.
97 
Cornerstone Financial Advisory
AUGUST 7, 2023
.” – Desmond Tutu Add Social Security Numbers Of Your Dependents On Your Return On your tax return, add the Social Security Numbers for your children and other dependents. IRS.gov, October 7, 2022 8. This information is not intended to substitute for specific individualized tax advice. CNBC, August 1, 2023 5.
98 
Trade Brains
MAY 18, 2024
As of Q3FY24, Data patterns employs a team including 1298 individuals,with a remarkable number of over 865 being qualified engineers. Electronic warfare This involves disrupting or manipulating the enemy’s electronic communications and radar systems. Financials Of Data Patterns FY 2023 FY 2022 FY2021 FY 2020 Revenue (in crore) 453.45
59 
eMoney Advisor
APRIL 25, 2023
3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners. There are a growing number of values exercises you can use with clients, some borrowed directly from the field of psychology. Sources: 1. Archuleta, Kristy.
Zoe Financial
OCTOBER 2, 2023
Economic Snapsot: Influence coming from the Fed communicating interest rates may keep hiking. Core PCE inflation numbers were better than expected. For the quarter it was down 3%. Nasdaq was down 6% for September. Bad quarter but still a good year. Potential recession worries. Concerns of a government shutdown. Payrolls on Friday.
52 
Trade Brains
AUGUST 14, 2023
But this number dipped by half during the FY23 to ₹545 Crores. As an investor, we are responsible for ensuring that the company is maintaining its revenue growth and that the management is following through with the plans they have communicated. During FY23, the ROE and RoCE declined to 11.5% and 13.44% respectively.
Good Financial Cents
AUGUST 1, 2022
Pros Syncs with more than 20,000 financial institutions Helps couples seamlessly manage their finances together Option to upgrade to a free joint bank account Chat feature lets you communicate with your partner through the app Cons Mediocre goal-setting tools Bill pay feature for joint checking option still in development.
52 
Walkner Condon Financial Advisors
JUNE 2, 2023
Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women. The importance of getting women into financial planning feels like it should go without saying.
FMG
NOVEMBER 2, 2022
YouTube has taken over the internet as its number-one source for video content. Hosting over two billion active users in 2022, it’s not hard to see why so many financial advisors choose to upload to the site. Is not URL-like or phone number-like. Follows YouTube’s Community Guidelines. How to Set a YouTube Handle.
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