Abnormal Returns

NOVEMBER 23, 2022

Strategy The normalization of interest rates is going to change how people invest. behaviouralinvestment.com) Why wealthy investor don't invest aggressively enough. arstechnica.com) Venture capital Just how deep in the hole is Masayoshi Son on his Vision Fund 'investments'? abnormalreturns.com) Don't borrow money to invest.

Financial Advising 245

Financial Advising Advertising Economy Economics 245

Nerd's Eye View

MARCH 8, 2024

Read More.

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

Abnormal Returns

FEBRUARY 26, 2023

tker.co) A link to the 2022 Berkshire Hathaway ($BRK.A) institutionalinvestor.com) Amazon Amazon ($AMZN) is increasing the number of same-day shipping options. Sentencing Commission show judges rejected more than 80% of compassionate release requests filed from October 2019 through September 2022. annual shareholder report.

Ethics 243

Ethics License Financial Advising Startup 243

The Big Picture

JANUARY 23, 2023

million employees, more than half of whom were hired in 2020-2022. I wanted to drop a quick note about the endless spate of layoff announcements — and why you should (mostly) ignore them. Amazon , now has 1.5 Google just fired 12,000 people; they hired 57,000 over the past two years.

Economics 325

Economics Numbers Planning Investing 325

The Big Picture

MAY 5, 2023

Instead, there is a tendency to put too much weight onto the numbers themselves, encouraging a variety of changes and modifications to portfolios due to whatever the latest data suggests. Given that, you would imagine that investors would approach these future expectations of rate changes with a grain of salt. (I

Economics 363

Economics Financial Planning Manufacturing Numbers 363

The Big Picture

JUNE 21, 2023

Sinclair had a clear bead on the financial industry, especially the high-cost, active-investing side of it, even though he was writing about the meatpacking industry. Their numbers are few – they are the exception that proves the rule. Alas, the war against misinformation is never-ending series of skirmishes.

Management 312

Management Investments Investing Numbers 312

Nerd's Eye View

NOVEMBER 3, 2023

Read More.

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 246

Nerd's Eye View

SEPTEMBER 2, 2022

Also in industry news this week: How enforcement of FINRA Rule 4111 could further the decline in the number of broker-dealers and registered representatives. From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness.

Financial Planner 246

Financial Planner Strategic Planning Retirement Planning Retirement 246

Nerd's Eye View

APRIL 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their (..)

Financial Planner 246

Financial Planner Fee Only Clients Investments 246

Abnormal Returns

FEBRUARY 23, 2023

(morningstar.com) It's easy to forget how bad 2022 was for retirement account investors. wsj.com) Why you are unlikely to profit off the next big thematic investment theme. wapo.st) Given bad affordability numbers its hard to see house prices bottoming soon. cnbc.com) Strategy Not everyone is giving up on the crypto markets.

Financial Advising 246

Financial Advising Media Retirement Economy 246

The Big Picture

SEPTEMBER 26, 2022

A Very Tough Year : The S&P 500 has declined more than 1% in one out of four days so far in 2022. Why Jack Welch Wouldn’t Cut It Today : Bill George, a legendary CEO in his own right, says good quarterly numbers aren’t necessarily indicative of strong leadership. Wealth of Common Sense ). • Institutional Investor ).

Engineering 306

Engineering Economy Manufacturing Retirement 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

The Big Picture

FEBRUARY 2, 2023

The investment was pitched as a nearly risk-free opportunity to earn annual returns of 50 percent by lending money to slip-and-fall victims awaiting checks after the settlement of their lawsuits.” Legal, but a terrible investment, and a poor alignment of risks relative to reward. It ended with FBI gunfire.

Math 64

Math Investments Investing Sales 64

The Big Picture

JUNE 2, 2023

The relevance of perspective to investing is self-evident. Essentially, monthly Non-Farm Payrolls is the net difference between these two groups: The actual number is far smaller and less significant than gets played most publicly. The monthly number ( May 2023 = 339,000) is a tenth or so of the ~1.5% Each month, about 1.5%

Numbers 312

Numbers Valuation Retirement Economics 312

The Big Picture

MARCH 2, 2023

Yahoo Finance ) • World’s Rich Take Advantage as $1 Trillion Property Market Craters : Wealthy investors were the most active buyers of commercial property in 2022, a new report finds. New York Times ) • The 17 Best EVs Coming in 2023 : Electric vehicles went mainstream in 2022, so 2023’s designs will be bold, weird, and wonderful.

Electronics 278

Electronics Consulting Assets Media 278

The Big Picture

JULY 10, 2024

Investing Is Hard with Brian Portnoy (July 10, 2024) Why is investing so hard? Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. It turns out that investing is hard for a reason.

Investing 147

Investing Investments Numbers Portfolio 147

Random Roger's Retirement Planning

APRIL 3, 2024

You can see that 60/40 equities/managed futures stayed close to 60/40 equities/bonds at a time when managed futures was doing poorly and then pulled ahead in recent years including going up 3.25% in 2022. The advantage that both managed futures portfolios had over traditional 60/40 is how well they did in 2022.

Numbers 96

Numbers Portfolio Management Retirement 96

The Chicago Financial Planner

NOVEMBER 27, 2022

The maximum for 2022 is $61,000, this has been increased to $66,000 for 2023. For 2022, the employer and employee combined contribution limit is a maximum of $61,000 and $67,500 for those who are 50 or over, respectively. Employee contribution limits are $20,500 for 2022 and $22,500 for 2023. Employer contributions only.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

The Big Picture

JANUARY 13, 2023

2022 was a record year for earnings call swearing : The “polycrisis” of runaway inflation, pandemics, interest rate increases, supply chain snafus and wars helped lift swearing on earnings calls and investor days to a new record high in 2022. Our investments will be chosen on the basis of value, not popularity. RIP meme stocks.

Media 276

Media Transportation Engineering Distribution 276

Abnormal Returns

FEBRUARY 13, 2023

Podcasts Daniel Crosby talks with Tom Howard about behavioral finance vs. behavioral investing. riabiz.com) The number of CFPs grew some 5% in 2022. (fa-mag.com) standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it.

Clients 245

Clients Retirement Financial Services Taxes 245

The Big Picture

JULY 26, 2023

It is one of those round numbers that people just kinda made up and started with for no apparent reason. But the 2% inflation target is LITERALLY a random number 2 that originated in New Zealand in the 1980s. If there was something magical about 2% as the ideal balance between prices and jobs, that would be one thing.

Economy 246

Economy Economics Numbers Banking 246

Calculated Risk

DECEMBER 26, 2022

At the end of each year, I post Ten Economic Questions for the following year (2022). 10) Question #10 for 2022: Will inventory increase as the pandemic subsides, or will inventory decrease further in 2022? Here is a graph from Realtor.com showing active inventory through November 2022. This was correct. year-over-year.

Economics 114

Economics Sales Economy Banking 114

The Big Picture

AUGUST 1, 2023

Did the palpable panic in June/October 2022 lead to ill-advised sell(s)? Private Credit : An unnamed person from the hedge fund industry pointed out that around the June 2022 lows, there were big redemptions from allocators who shifted capital away from hedge funds. Understand your investment horizon, be it minutes or decades.

Economics 246

Economics Valuation Marketing Marketing 246

Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. Our stance has long been that investing is not about timing the market, but time in the market. Instead, invest and use the long run to your advantage. It’s another reminder that when it comes to investing, patience is rewarded.

Numbers 97

Numbers Marketing Marketing Insurance 97

Nerd's Eye View

SEPTEMBER 9, 2022

More states are adopting continuing education requirements for investment advisers, with three states establishing rules that must be followed by the end of 2022. Why creating internal career paths and considering fully remote workers could help firms thrive in the current tight labor market for advisor talent.

Financial Planner 246

Financial Planner Retirement Planning Financial Advisor Education 246

Nerd's Eye View

DECEMBER 2, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with a research study suggesting that the market volatility experienced in 2022 could increase demand for financial planning services.

Financial Planner 241

Financial Planner Retirement Planning Retirement Financial Planning 241

The Big Picture

JULY 25, 2023

Also, given you have to turn DRIP on in most brokerage accounts, I wonder what percentage of investors reinvest as well (have looked but can’t seem to find this number anywhere).” Previously: Simple, But Hard (January 30, 2023) Tax Alpha (April 14, 2022) Accessing Losses via Direct Indexing (April 14, 2021) Behavioral Finance _ 1.

Assets 246

Assets Accounting Taxes Economics 246

Nerd's Eye View

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance.

Education 246

Education CFP Certification License 246

Investment Writing

APRIL 3, 2023

How should you spell the word that may appear in descriptions of an asset management firm’s minimum requirements for clients— “investable” or “investible” ? My gut tells me “investable” with “a” because the definition depends on how much you are able to invest.

Investing 98

Investing Investments Assets Clients 98

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

Assets 299

Assets Clients Investments Investing 299

Integrity Financial Planning

JANUARY 9, 2023

The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. 1] However, in 2022, this number spiked to 9.1% In 2022 alone, the value of an average 401(k) dropped by 25%, and the value of pension funds declined by 15%. [3] These concerns are best raised with a financial professional.

Accounting 97

Accounting Retirement Economics Financial Planning 97

Good Financial Cents

DECEMBER 29, 2022

According to a recent Gallup poll , more than half of American adults (58%) have money invested in the stock market. Although the median holdings (amounts invested) vary based on age, income, and other demographic factors, it’s clear that Americans see the value of investing — even if their exposure is limited to a workplace 401(k).

Investing 119

Investing Investments Accounting Commission 119

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other.

Valuation 246

Valuation Economics Economy Marketing 246

The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. And whether it’s all numbers or even numbers.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

FEBRUARY 18, 2023

Vox ) • A twisted tale of celebrity promotion, opaque transactions and allegations of racist tropes : January 2022 was a time capsule showing the temporary alliance between celebrity marketing and the crypto industry. He previously served roles as Chief Information Officer, as well as Chief Investment Officer. Mondays are a crapshoot.

Economy 255

Economy Numbers Assets Management 255

The Chicago Financial Planner

FEBRUARY 3, 2022

Today’s decline is on top of high levels of market volatility that we’ve seen so far in 2022. My thoughts on how investors should react to this type of stock market decline haven’t changed since I first wrote this post a number of years ago. Proper diversification is great way to reduce investment risk.

Asset Allocation 190

Asset Allocation Financial Planner Marketing Marketing 190

Trade Brains

FEBRUARY 14, 2024

Hindustan Aeronautics : In recent years, the defence stocks of India have evolved into a great investment field due to the government’s focus on increased spending and the “Make in India” initiative. To make systems more competitive, adaptable, efficient, and economical, the company has launched a number of initiatives. Value in Rs.

Investing 105

Investing Investments Engineering Budgeting 105