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

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! For which Elements has positioned itself as an early leader that is now gaining momentum.

B2B 246

B2B Financial Advice Clients Planning 246

Nerd's Eye View

MARCH 6, 2023

Welcome to the March 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 Financial Planning Planning Clients 246

Nerd's Eye View

APRIL 3, 2023

Welcome to the April 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 Financial Planning Wealth Management Clients 246

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

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

Nerd's Eye View

JANUARY 2, 2023

Welcome to the January 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!

Insurance 246

Insurance Engineering Financial Advisor Clients 246

Nerd's Eye View

AUGUST 9, 2023

designated beneficiaries who are neither surviving spouses nor fall into a limited number of other categories) would need to empty the inherited retirement account by the end of the 10th year after the decedent's death (and would no longer be able to 'stretch' the distributions over their own life expectancy).

Accounting 246

Accounting Retirement Distribution Government 246

The Big Picture

JULY 7, 2024

The Globe, amazingly, cannot even sum a column of five small numbers. Newsom and his staff including Brandon, are picking numbers and months to serve Newsom’s own false narrative. It was the Journal, then Hoover, then CABIA, that did all of the cherry-picking, and used a bad set of numbers to do it. No, dear reader.

Food 338

Food Math Numbers Media 338

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

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

The Big Picture

DECEMBER 18, 2024

To prove their point, a number of friendly commentators, academics, and hired guns all wrote endless white papers, Op-Eds and commentaries. But they made one super-sized mistake: they cheated with the numbers. from last September [2023], when the state backed a deal for the increased wages.” Our story began with a Wall St.

Food 260

Food Math Numbers Economics 260

The Big Picture

APRIL 12, 2023

April 2023 ) As much as I want to jump up and down about 0.1% prior month), the big number is not so big: 5.0% Previously : For Lower Inflation, Stop Raising Rates (January 18, 2023) Inflation Comes Down Despite the Fed (January 12, 2023) Supply Chain Is 40% of Inflation (November 17, 2022) Why Is the Fed Always Late to the Party?

Food 351

Food Numbers 351

Nerd's Eye View

JANUARY 3, 2024

Consumers, meanwhile, have just about burned their way through their post-COVID savings, which was the main driver for GDP growth in 2023. Businesses are also feeling the pinch from higher interest rates, as November saw a rapid increase in the number of Chapter 11 commercial bankruptcies.

Economics 246

Economics Marketing Marketing Economy 246

Abnormal Returns

SEPTEMBER 22, 2024

collabfund.com) No matter how you spin the numbers, day trading is a losing proposition. msn.com) Mortgage rates are back to early 2023 levels. Top clicks this week on Abnormal Returns Ted Lamade, "Is increased complexity the path to better performance, or would investors be better off if they simply removed a few things?"

Retail 304

Retail Numbers Assets Marketing 304

Abnormal Returns

FEBRUARY 26, 2024

2023 numbers. newsletter.rationalwalk.com) Some notes from Warren Buffett’s 2023 letter to shareholders. axios.com) A growing number of unicorns haven't raised capital in over three years. (obliviousinvestor.com) Berkshire Hathaway A closer look at Berkshire Hathway's ($BRK.A)

Financial Advising 264

Financial Advising Startup Numbers Media 264

Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. on.spdji.com) Some of the best charts of 2023. marginalrevolution.com) ETFs ETFs largely escaped having to issue capital gains in 2023. twitter.com) The tide went out in 2023 exposed all manner of poor prior decisions.

Financial Advising 285

Financial Advising Medical Economy Economics 285

Abnormal Returns

JANUARY 14, 2024

police killed more people in 2023 than they have in a decade. theguardian.com) The homicide rate fell sharply in 2023. washingtonpost.com) The number of American centenarians is set to quadruple. awealthofcommonsense.com) Where Q4 2023 GDP is tracking. wsj.com) Why Blackrock ($BLK) is buying infrastructure manager GIP.

Financial Advising 290

Financial Advising Engineering Food Economics 290

Mish Talk

DECEMBER 8, 2022

Chart Notes Data reflects end of month numbers. The rest of the numbers are via a St. With these numbers in hand, we can calculate the free money the Fed gives to banks. The current annual rate calculation is $206 billion and rising, not counting expected hikes in December and in 2023. Louis Fed, chart by Mish.

Banking 300

Banking Numbers Economics 300

The Big Picture

APRIL 17, 2023

number is an average across all regions, industries, age groups, etc. It just might be… Previously : Of Course WFH is “Really Working” (March 29, 2023) WFH vs RTO (February 16, 2023) Why Aren’t There Enough Workers? I cannot speak to Europe, but that U.S. The biggest drag?

Numbers 321

Numbers Clients 321

The Big Picture

APRIL 27, 2023

Crosscurrents of these types are not uncommon in a world that is rife with shades of grey… ) GDP for the first quarter of 2023 was 1.1% – lower than Wall Street’s 2.0% Of the 50 states in the Philadelphia Fed’s State Coincident Indexes for March 2023, only one — Alaska — is negative.

Economy 304

Economy Economics Banking Numbers 304

Calculated Risk

JUNE 8, 2023

From CoreLogic: CoreLogic: US Home Borrowers See First Annual Home Equity Losses Since 2012 in Q1 2023, but Overall Mortgage Performance Remains Strong CoreLogic®. today released the Homeowner Equity Report (HER) for the first quarter of 2023. In the first quarter of 2023, U.S. The report shows that U.S. The average U.S.

Numbers 145

Numbers Distribution Accounting 145

Abnormal Returns

OCTOBER 8, 2023

investmenttalk.co) How major asset classes performed in September 2023. insights.finominal.com) Skip Michael Lewis' new book and instead read Zeke Faux's "Number Go Up." (awealthofcommonsense.com) Why simplicity in investing can help reduce errors. cbsnews.com) Why younger generations watch TV with subtitles on. latimes.com)

Numbers 291

Numbers Assets Investments Investing 291

Nerd's Eye View

APRIL 28, 2023

House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)

Financial Planner 246

Financial Planner Certification Retirement Planning Retirement 246

Abnormal Returns

JANUARY 18, 2024

Markets Managed futures did not have a great 2023. semafor.com) In 2023 France had the fewest number of births since World War II. rcmalternatives.com) Blackrock's ($BLK) iShares Bitcoin Trust ETF ($IBIT) has surpassed $1 billion in AUM. blockworks.co) Strategy How to use AI to do fundamental company analysis.

Financial Advising 263

Financial Advising Economy Media Numbers 263

The Big Picture

DECEMBER 11, 2023

1 But since a spokesperson for the NRF admitted they had to remove content from its report on organized retail crime (report from April 2023, produced with hired gun K2 Integrity), I have begun to rethink that. My experience: it is often uinderreported by companies).

Retail 353

Retail Accounting Sales Numbers 353

Abnormal Returns

DECEMBER 24, 2023

(mathinvestor.org) Everything forecasters got wrong in 2023. nytimes.com) Strategy The stock market was up big in 2023, but it wasn't easy. time.com) Books The 16 best books of 2023 including "Fire Weather: A True Story from a Hotter World" by John Vaillant. propublica.org) The case for more U.S. immigration.

Financial Advising 260

Financial Advising Media Taxes Economy 260

Calculated Risk

APRIL 25, 2024

From the National Center for Health Statistics: Births: Provisional Data for 2023. The NCHS reports: The provisional number of births for the United States in 2023 was 3,591,328, down 2% from 2022. births per 1,000 women in 2023, a decline of 2% from 2022. births through 2023. The general fertility rate was 54.4

Numbers 119

Numbers 119

Abnormal Returns

DECEMBER 29, 2023

wsj.com) 10 great cars from 2023 including the new Toyota ($TM) Prius. wsj.com) Manatee numbers in Florida are stabilizing. wsj.com) Some good applications of technology in 2023 including CRISPR. are expected to fall more than 5% in 2023. tomsguide.com) 10 of the best TV shows of 2023 including 'Happy Valley.'

Food 259

Food Financial Advising Media Numbers 259

Calculated Risk

JANUARY 18, 2024

Today, in the Calculated Risk Real Estate Newsletter: Single Family Starts Up Year-over-year in December; Near Record Number of Multi-Family Housing Units Under Construction A brief excerpt: The third graph shows the month-to-month comparison for total starts between 2022 (blue) and 2023 (red). And starts in 2023 were down 9.0%

Numbers 117

Numbers 117

Abnormal Returns

DECEMBER 16, 2023

apnews.com) Travel There is a growing number of hotel brands. slate.com) Chronic fatigue A better estimate of the number of people with chronic fatigue syndrome in the U.S. wsj.com) Drink The consensus turned against alcohol in 2023. slate.com) The best movies of 2023 including 'Poor Things.'

Math 279

Math Electronics Financial Advising Media 279

Abnormal Returns

NOVEMBER 26, 2023

Markets Stock picking is difficult because it requires a number of different skills. ft.com) A review of the biggest crypto-related court cases in 2023. newsletter.abnormalreturns.com) Mixed media 100 notable books of 2023 including 'The Battle of Ice and Ink' by Darrell Hartman. Then check out our weekly e-mail newsletter.

Financial Advising 282

Financial Advising Economics Insurance Media 282

Abnormal Returns

DECEMBER 8, 2023

(talkingbiznews.com) Ten books that made us think in 2023 including "Ours Was the Shining Future" by David Leonhardt. theatlantic.com) The best books of 2023 including "The Kingdom, the Power, and the Glory American Evangelicals in an Age of Extremism" by Tim Alberta.

Financial Advising 265

Financial Advising Media Economy Economics 265

Calculated Risk

SEPTEMBER 8, 2023

today released the Homeowner Equity Report (HER) for the second quarter of 2023. As of the second quarter of 2023, the quarterly and annual changes in negative equity were: Click on graph for larger image. emphasis added The above graph is from CoreLogic and compares Q2 2023 to Q1 2023 equity distribution by LTV. .

Numbers 128

Numbers Distribution Accounting Marketing 128

Nerd's Eye View

JANUARY 19, 2024

in 2023, the RIA space showed significantly more strength, with 10.4% Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that while total financial advisor headcount across all channels only increased by 0.3%

Financial Planner 246

Financial Planner Fiduciary Duty Retirement Retirement Planning 246

Abnormal Returns

JANUARY 13, 2024

Transport Electric school buses have a number of advantages. thecooldown.com) Environment 2023 was wicked hot. flowingdata.com) The 12 best science documentaries of 2023 including 'Still: A Michael J. newsletter.abnormalreturns.com) Mixed media The increasing number of satellites are messing with Earth-based astronomy.

Food 279

Food Financial Advising Transportation Engineering 279

Abnormal Returns

DECEMBER 28, 2022

awealthofcommonsense.com) Three ways to simplify your portfolio in 2023. thisisthetop.substack.com) 'What's-my-number-itis' talk can be addictive. Personal finance Nobody knows what is going to happen in the stock market next year. flowfp.com) The more you know about money, the less you need to think about it.

Taxes 246

Taxes Numbers Portfolio Marketing 246