The Reformed Broker

FEBRUARY 7, 2023

.” – George Soros, 2009 I’ve spent 25 years watching, trading and investing in the stock market. The post The AI Bubble of 2023 appeared first on The Reformed Broker. The repetition of patterns is amazing. The crowd gets swept away on a wave of mad.

Investments 363

Investments Investing Marketing Marketing 363

The Big Picture

JANUARY 19, 2023

Times , Investment News , Financial Planning , RIA Biz , Think Advisor , Business Insider ; Afterward, I told you the traditional financial conference was kaput. Michael Kitces expects it to be the Best Conference Experience for 2023 , and we agree! Last year, we hosted the first Future Proof conference , and it was.

Wealth Management 317

Wealth Management Financial Planning Clients Planning 317

The Big Picture

AUGUST 23, 2023

Most people believe that investing is the science of generating a return on capital. At its heart, investing is a problem-solving exercise , filled with opportunities that reveal the errors we all make. This should be reflected in how we invest. That is an accurate but incomplete assessment. – “ Future ” demands optimism.

Investing 246

Investing Investments Asset Allocation Healthcare 246

Abnormal Returns

FEBRUARY 23, 2024

morningstar.com) Was employment growth in 2023 lower than initially thought? (bloomberg.com) KKR ($KKR) is getting out of the music rights business. ft.com) Will Berkshire Hathaway ($BRK.A) ever pay a dividend? newsletter.rationalwalk.com) Economy How to parse a CPI report. abnormalreturns.com) What you missed in our Thursday linkfest.

Investing 264

Investing Investments Financial Advising Media 264

The Big Picture

DECEMBER 18, 2023

You can order one at Investments Illustrated The post 2023: The Big Picture appeared first on The Big Picture. Love this giant chart!

Investments 279

Investments Investing Marketing Marketing 279

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?

Numbers 325

Numbers Investing Investments Management 325

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.

Economy 328

Economy Economics Portfolio Marketing 328

Abnormal Returns

AUGUST 18, 2023

financial-planning.com) Economy Forecasters keep boosting 2023 growth estimates. (economist.com) China is becoming Japan, demographically. ft.com) On the struggles that Ukrainian refugees have had trying to make ends meet in new countries. axios.com) How higher interest rates are going to affect the economy.

Investing 245

Investing Investments Financial Advising Startup 245

The Big Picture

MARCH 16, 2023

That investment decision ran head-on into the buzzsaw of unprecedented rate increases by the Federal Reserve. 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.

Banking 340

Banking Accounting Insurance Marketing 340

Nerd's Eye View

MAY 1, 2023

Welcome to the May 2023 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!

Taxes 245

Taxes Retirement Planning Advertising Retirement 245

Nerd's Eye View

APRIL 10, 2023

The 2023 Technology Tools for Today (T3) Advisor Conference, held last month in Tampa, Florida, featured a large gathering of financial advisors and representatives across the fintech industry attending the 2½-day conference.

Financial Advisor 242

Financial Advisor Financial Planning Planning Consulting 242

Nerd's Eye View

SEPTEMBER 4, 2023

Welcome to the September 2023 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!

Startup 246

Startup Clients Financial Advisor Financial Planning 246

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 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!

Communication 246

Communication Portfolio Management Clients Tax Planning 246

The Big Picture

APRIL 19, 2023

Check out these recent headlines about the classic 60/40 investment strategy 1 : The 60-40 Investment Strategy Is Back After Tanking Last Year BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation Why a 60/40 Portfolio Is No Longer Good Enough The 60-40 portfolio is back Sorry, but all of these headlines utterly miss the point.

Portfolio 334

Portfolio Risk Tolerance Investments Investing 334

Abnormal Returns

JANUARY 7, 2024

Top clicks this week Some of the best charts of 2023. allstarcharts.com) How major asset classes performed in December 2023. awealthofcommonsense.com) An example of how finding a (highly) niche investment strategy works in practice. wsj.com) Asset class returns were pretty green in 2023 except for commodities.

Assets 297

Assets Economy Investments Investing 297

Nerd's Eye View

NOVEMBER 6, 2023

Welcome to the November 2023 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!

Compliance 246

Compliance Valuation Financial Advisor Clients 246

The Big Picture

FEBRUARY 22, 2024

Peter Mallouk points out that investments made on days of all-time highs outperform investments made on all other days, Technicians will tell you All-Time Highs are bullish, because there is no selling resistance; behavioral economics suggests it’s bullish due to FOMO and plain old greed. to 350%, with an average of 114%.

Economics 349

Economics Marketing Marketing Investments 349

Nerd's Eye View

JULY 3, 2023

Welcome to the July 2023 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!

Estate Planning 246

Estate Planning Clients Media Wealth Management 246

Abnormal Returns

DECEMBER 31, 2023

Top clicks this week Some investment sites worth reading every week including Sam Ro's TKer. blairbellecurve.com) The stock market was up big in 2023, but it wasn't easy. theirrelevantinvestor.com) The top 23 charts from 2023 including volatile mortgage rates. bilello.blog) What panic looks like in real-time.

Financial Advice 298

Financial Advice Investments Investing Marketing 298

Nerd's Eye View

DECEMBER 25, 2023

And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

Financial Advisor 246

Financial Advisor Financial Planner Insurance Clients 246

Nerd's Eye View

FEBRUARY 6, 2023

Welcome to the February 2023 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!

B2B 246

B2B Financial Advice Clients Planning 246

The Big Picture

JANUARY 1, 2024

Kick it off right with our first day of the year reads: • Everything Wall Street Got Wrong in 2023 : Stocks were supposed to slump and bonds rally as the Fed drove the US into a recession. Stay invested. Stay invested. Such was 2023. ( Franklin Templeton oversees more than 9000 employees and 1300 investment professionals.

Distribution 273

Distribution Economy Clients Management 273

Abnormal Returns

OCTOBER 8, 2023

awealthofcommonsense.com) Why simplicity in investing can help reduce errors. investmenttalk.co) How major asset classes performed in September 2023. axios.com) Defining what you will invest in, versus what you will not invest in, is important. cbsnews.com) Why younger generations watch TV with subtitles on.

Numbers 291

Numbers Assets Investments Investing 291

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 Investments 336

Abnormal Returns

JANUARY 14, 2024

(awealthofcommonsense.com) 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' awealthofcommonsense.com) 10 ideas from 2023 that stuck including 'Keep it simple in investing when everyone knows everything.'

Valuation 294

Valuation Assets Investments Investing 294

The Big Picture

JANUARY 12, 2024

As co-CEO, Marcus develops and leads the company’s global strategy; as global COO, she is responsible for overseeing business and investment operations globally. Finance in 2023 She discusses how from an early age, she was primarily interested in all aspects of real estate, from architecture to investments.

Startup 298

Startup Portfolio Management Valuation Assets 298

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. Never confuse risk-free returns with return-free risks.

Math 64

Math Investments Investing Sales 64

Abnormal Returns

JANUARY 2, 2024

bpsandpieces.com) Five ETF-related research papers from 2023 worth a look including 'Rise of Passive Investing - Effects on Price Level, Market Volatility, and Price Informativeness.' (alphaarchitect.com) A round-up of recent research papers including 'We’re Not So Different, High Yield Bonds and Leveraged Loans.' etf.com)

Investments 282

Investments Investing Marketing Marketing 282

Nerd's Eye View

AUGUST 7, 2023

Welcome to the August 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, underlying trends, and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 246

Estate Planning Wealth Management Financial Advisor Planning 246

Abnormal Returns

NOVEMBER 20, 2023

integratinginvestor.com) Strategy ESG or not, people are going to invest according to their values. axios.com) Finance Wherever you look PE firms are struggling to exit investments. newsletter.abnormalreturns.com) Mixed media The 10 best books of 2023 including ‘The Bathysphere Book: Effects of the Luminous Ocean Depths,’ by Brad Fox.

Financial Advising 278

Financial Advising Media Economy Sales 278

A Wealth of Common Sense

FEBRUARY 7, 2024

Today’s Animal Spirits is brought to you by YCharts: See here for YCharts research on the best-performing ETFs of 2023 See here to register for the Future Proof Retreat in March!

Investing 143

Investing Investments Economics 143

Abnormal Returns

FEBRUARY 26, 2024

(mrzepczynski.blogspot.com) Strategy Seven investing lessons from Bernard Baruch including 'Pick an investing strategy that fits your personality.' 2023 numbers. newsletter.rationalwalk.com) Some notes from Warren Buffett’s 2023 letter to shareholders. dariusforoux.com) There's nothing magic about holding cash.

Financial Advising 264

Financial Advising Startup Numbers Media 264

Nerd's Eye View

APRIL 28, 2023

The guidance highlights the importance of brokers considering investment alternatives for their customers as well as taking costs into account when making recommendations that are in their best interests, and the need to do so proactively rather than as a 'box-checking' exercise after making a recommendation — a message from the regulator that (..)

Financial Planner 246

Financial Planner Certification Retirement Planning Retirement 246

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 like to finish with a thought-provoking, often “investing-adjacent” idea they might not have previously considered. Atlantic, Oct. Humans are unreliable narrators of their own stories.”

Media 351

Media Economy Economics Wealth Management 351

Abnormal Returns

DECEMBER 29, 2023

morningstar.com) Reading Some investment sites worth reading every week including Sam Ro's TKer. blakebmillard.substack.com) 2023 wasn't a bumper year for business books excluding "Power and Progress: Our Thousand Year Struggle Over Technology and Prosperity" by Daron Acemoglu and Simon Johnson. Lawrence's "Lady Chatterley's Lover."

Financial Advising 273

Financial Advising Media Sales Investments 273

Abnormal Returns

DECEMBER 12, 2023

ft.com) Citadel Investments had (another) good year. newsletter.abnormalreturns.com) Mixed media 75 facts from 2023 including '17% of the world’s gold is held by Indian retail consumers.' theideafarm.beehiiv.com) Nick's favorite investment writing from 2023 including 'The Myth of the Broke Millennial' by Jean M.

Financial Advising 277

Financial Advising Retail Media Economy 277

The Big Picture

NOVEMBER 27, 2023

Let’s delve into these to see if they apply to your own investing and trading: Instinct : Malcolm Gladwell’s Blink: The Power of Thinking Without Thinking , discusses the strengths and capabilities of the “ adaptive unconscious.” And, it has the advantage of leaving your actual investments alone.

Marketing 304

Marketing Marketing Math Retirement Planning 304