2023 Related Topics 
The Reformed Broker
FEBRUARY 7, 2023
The post The AI Bubble of 2023 appeared first on The Reformed Broker. In every generation we see new bubbles, which form when a new innovation comes along and everyone gets excited about the future. The crowd gets swept away on a wave of mad.
The Big Picture
JANUARY 19, 2023
Michael Kitces expects it to be the Best Conference Experience for 2023 , and we agree! Registration is now open for FutureProof 2023 The post Future Proof 2023 appeared first on The Big Picture. You will meet great people, learn a lot about the direction of our industry, and have a lot of fun to boot.
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The Big Picture
JANUARY 3, 2023
Welcome to 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! Might 2023 be a fourth major March bottom? Have a great 2023 – embrace risk, but avoid unforced errors.
The Big Picture
MARCH 16, 2023
Therein lay a massive difference between 2008 and 2023. ~~~ Market turmoil to is often chalked up to fear and emotion, and with good reason. In the meantime, 2023 is not the GFC – it is its own thing entirely. 2023 is Not 2008 appeared first on The Big Picture.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
June 15th, 2023 at 9:30am PST, 12:30pm EST, 5:30pm GMT Join Carolina Aponte, Owner and CEO of Caja Holdings LLC, for an insightful discussion on: What makes a resilient balance sheet How you can change your mindset and look to the future of finance How to prioritize profitability over growth.
The Big Picture
JUNE 30, 2023
A quick note as the first half of 2023 draws to a close, shocking the locals with its intensity. 1 As of this moment, the indices stand appreciably higher than where they were on January 1, 2023: The NASDAQ 100 is up >38%, the S&P 500 is up ~15.5%, and the Russell 2000 small cap index is up almost 7%. What were their sources?
The Reformed Broker
JANUARY 18, 2023
FUTURE PROOF FESTIVAL 2023 TICKET REGISTRATION IS NOW OPEN Join us September 10th-13th in Huntington Beach, CA! See you there[link] pic.twitter.com/BTO0RNivhJ — The Compound (@TheCompoundNews) January 18, 2023 Last September we threw the biggest wealth management festival (and proba. It’ll be the lowest rate you’ll ever pay to attend.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
Learning Objectives: EXPLORE the various financial stressors faced by customers and the significant impact they can have on their overall well-being and financial decisions IDENTIFY the evolving expectations of customers towards their banking providers and learn strategies to effectively meet and exceed those expectations, fostering strong customer (..)
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
June 6th, 2023 at 9:30 am PDT, 12:30 pm EDT, 5:30 pm BST How to integrate technology into your accounting practices Save your seat for this event to gain exclusive access to insights on driving change in your organization with the help of technology and much more!
Speaker: Lynnette Khalfani-Cox, The Money Coach®
February 21, 2023 at 9:30 am PST, 12:30 pm EST, 5:30 pm GMT
Speaker: Rita Keller - President of Keller Advisors, LLC
Join Rita Keller, seasoned CPA firm management strategist and consultant, for an insightful discussion on: Why change is now more important than ever How to convince your partners to move out of complacency and embrace new challenges Learn how to overcome the battles you will face with technology, talent, growth, and client services February 16th, (..)
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