Wealth Management

OCTOBER 19, 2023

The Labor Department's latest attempt at amending its fiduciary definition is currently under consideration by the White House’s Budget Department and is expected to be released for comment soon.

Budgeting 301

Budgeting 301

Wealth Management

SEPTEMBER 15, 2023

The IAA is urging the SEC to change its "small business" definition to be based on employee headcount instead of assets under management.

Assets 297

Assets Management 297

The Reformed Broker

APRIL 15, 2023

Louis XIV fascinates me, I definitely wa. Other than the lack of ice cubes Some shots: The Hall of Mirrors at Versailles, which played host to some amazing moments in the history of the world. The post This Week on TRB appeared first on The Reformed Broker.

Food 339

Food 339

Walkner Condon Financial Advisors

OCTOBER 18, 2023

By: Nate Condon The post The Definition of Work-Optional Lifestyle appeared first on Walkner Condon Financial Advisors. People who live a work-optional lifestyle tend to have more flexibility and feel less restrictive than those who simply define themselves as retired. Let’s hope that this trend continues!

Retirement 105

Retirement Financial Advisor Retirement Planning Clients 105

The Reformed Broker

JANUARY 21, 2023

The Knicks lost but we definitely won . That’s after doing Closing Bell from the NYSE and then a quick slice at Joe’s Pizza (“Famous Since 1975). A very New York night, really reminded me of what I love so much about this town, despite its flaws and annoyances.

328

328

The Big Picture

SEPTEMBER 2, 2022

This is the reason why a $20 trillion, complex global economy with so many different moving parts cannot rely on an oversimplified and dumbed down definition 1 — like two consecutive quarters of negative GDP. Of course, some people insist on using this definition. The FRED Blog , August 29, 2022. Soft Landing RIP (July 25, 2022).

Manufacturing 324

Manufacturing Economy Economics Sales 324

The Big Picture

MARCH 3, 2023

The chart shows the peak-to-trough declines of all the bear markets with the popular definition of a 20% decline, measured up until the start of the first 20% rally. It is all part of the dynamics of risk markets that by definition go up and down. Have a look at the BAML chart above. 2 The current move from 2021 highs is shown in red.

Marketing 336

Marketing Marketing Economics Portfolio 336

Wealth Management

APRIL 24, 2023

Zephyr's Chris Volpe and Randy Jones discuss the upcoming Zephyr Summit: The Definitive Investment Management Summit For Enhancing Investor Experience.

Management 262

Management Investing Investments 262

Wealth Management

NOVEMBER 19, 2024

The definitionally conflicted world of serving as both the trustee of a company-owning trust and the company’s chief executive.

237

237

Abnormal Returns

OCTOBER 22, 2023

morningstar.com) There is no single definitive model for the term premium. (awealthofcommonsense.com) Just how expensive are the 'Magnificent Seven' stocks? blog.validea.com) Why TIPS now merit 'serious consideration.' wsj.com) Do investors really understand the return profile of options-writing funds?

Marketing 309

Marketing Marketing 309

Abnormal Returns

OCTOBER 31, 2023

insights.finominal.com) Sustainable investing has a definitional problem. (papers.ssrn.com) Research Do stocks really become less risky over the long run? morningstar.com) Active managers don't successfully turn high volatility into alpha. alphaarchitect.com) How environmental conditions affect investing decisions.

Investing 290

Investing Investments Management Marketing 290

Wealth Management

MARCH 9, 2023

Your definition of success must be defined and agreed upon before you set out on a business journey.

254

254

Nerd's Eye View

DECEMBER 6, 2023

Thus, Advice, Business, Compensation, and Securities (ABCS) are the key elements in this definition. Nevertheless, the 'securities' component of the definition has several nuanced exceptions.

Investments 246

Investments Investing Retirement Planning Financial Advising 246

Advisor Perspectives

SEPTEMBER 27, 2023

Too many industry “experts” make value out to be much more elusive and complicated than it is.

Clients 112

Clients 112

The Big Picture

JULY 6, 2024

Tom Walker offers his balanced, professional — and definitely not celebratory — take on the closing of this chapter in British political history. More than that: It’s been thoroughly punished by the British public, reduced to barely 120 seats, the party’s worst result in its history.

246

246

Nerd's Eye View

MARCH 14, 2025

Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.

Financial Planner 152

Financial Planner Compliance Commission Retirement 152

Abnormal Returns

SEPTEMBER 26, 2024

fastcompany.com) Why you should focus on your definition of success, not someone else's. (newsletter.abnormalreturns.com) Mixed media Some employers are getting out of the business of providing their employees health coverage. npr.org) Warren Buffett's children will have a lot of money to give away. hottakes.space)

Financial Advising 278

Financial Advising Media Economy Investments 278

Abnormal Returns

APRIL 2, 2024

By this definition, we’re in the midst of a macroeconomic anxiety attack." (bloomberg.com) Economy Justin Wolfers, "Psychologists describe anxiety disorders as occurring when the panic you feel is out of proportion to the danger you face. nytimes.com) The February JOLTS report shows a stable jobs market.

Financial Advising 277

Financial Advising Media Economy Numbers 277

The Reformed Broker

DECEMBER 15, 2022

There’s definitely a cloud hanging over the year to come – we’ve never seen a steeper or faster rate hiking cycle in the last half century and a lot of trends that mad. The post Surviving the Recession – on newsstands now!

Financial Advisor 246

Financial Advisor Banking Marketing Marketing 246

Abnormal Returns

AUGUST 9, 2022

evidenceinvestor.com) Customized portfolios are by definition more concentrated. (mrzepczynski.blogspot.com) There's not much to see in tactical asset allocation ETF performance. insights.factorresearch.com) Active share doesn't tell us anything about future performance. papers.ssrn.com).

Asset Allocation 240

Asset Allocation Accounting Portfolio Assets 240

The Big Picture

APRIL 19, 2023

I have read endless screeds the past few years as to the return of the active investor and why passive is definitely going to fail this cycle. Meaning, with rates nearing the terminal value, bonds now generate decent yield as well as provide ballast against the volatility of the equity portion of your portfolios.

Portfolio 334

Portfolio Risk Tolerance Investments Investing 334

The Big Picture

NOVEMBER 5, 2022

He co-authored the definitive book on ETFs, “ A Comprehensive Guide To Exchange-Traded Funds ,” for the CFA Institute. As Managing Director of ETF.com, he was a key participant in the rise of the passive and ETF industry. Previously, he was Was Managing Director at Barclays Global Investors. Edward Chancellor’s authored books.

Valuation 311

Valuation Economy Management Marketing 311

Abnormal Returns

JUNE 2, 2023

open.spotify.com) Russ Roberts talks with Luca Dellana author of "Ergodicity: Definition, Examples, And Implications, As Simple As Possible." (open.spotify.com) Non-finance Brian Koppelman talks with Seth Godin author of the new book "The Song of Significance: A New Manifesto for Teams." econtalk.org) Preet Bharara.

Portfolio Management 277

Portfolio Management Management Numbers Portfolio 277

The Big Picture

JULY 22, 2022

I agreed to give it a shot, assembling a list of my own, filling it out with a few classics from others: Uncertainty : Objectively speaking “uncertainty” does not increase or decrease – by definition, the future is always inherently uncertain. By definition, they cannot be wrong – only better or worse than expected. What can be wrong?

Executive Compensation 352

Executive Compensation Government Marketing Marketing 352

The Big Picture

MAY 4, 2023

If you are a wages & labor nerd, definitely go check out the entire piece. When we reduce selection and attenuation biases—by excluding areas with local minimum wages and high-wage counties—we find large, significant positive employment effects. Previously : Why Aren’t There Enough Workers?

Food 364

Food Economy Retail Retirement 364

Abnormal Returns

FEBRUARY 7, 2024

moontower.substack.com) Finance The SEC has expanded its definition of who is a 'securities dealer.' Strategy In the long run, fundamentals matter. albertbridgecapital.com) Some classic investing lessons from Ed Thorp. wsj.com) Incentives matter when it comes to capital providers. chudson.substack.com) Where corporations are borrowing.

Financial Advising 263

Financial Advising Media Retirement Assets 263

Abnormal Returns

AUGUST 16, 2023

tonyisola.com) Everybody's definition of happiness is different. It's not just the wealthy. theconversation.com) How much should you save in your child's 529 plan? flowfp.com) Why young people should have an 'ownership' mentality. humbledollar.com) Wealth is ability to control your time. investmenttalk.co)

Estate Planning 246

Estate Planning Retirement Planning 246

The Big Picture

MAY 16, 2024

The definition from the 1970s + ’80s was the combination of slow growth, high unemployment, and rising inflation. If you have a bearish mindset , and seek confirmation of that perspective, then the next economic critique after the Misery Index you try on for size is “Stagflation.”

Advertising 321

Advertising Economics Banking Economy 321

Calculated Risk

AUGUST 7, 2022

As such, it doesn’t provide definitive evidence regarding the state of the overall economy. Graphs and excerpts reprinted with permission. Rail traffic in July was evenly balanced between commodities with carload gains and those with declines.

Economy 245

Economy 245

Abnormal Returns

NOVEMBER 22, 2023

riabiz.com) Planning Everyone has their own definition of 'enough.' (contessacapitaladvisors.com) When does a hobby become a spending problem. thejointaccount.beehiiv.com) The case for switching to a discount cellular plan. nytimes.com) RIP, Mint.com. humbledollar.com) Everybody says they need more money to be happy.

Retirement 279

Retirement Taxes Planning Banking 279

Abnormal Returns

FEBRUARY 1, 2024

sports.yahoo.com) The Vision Pro The Vision Pro is definitely a first gen device. (wsj.com) Finance More banks are marking down the value of U.S. office loans. marketwatch.com) Amer Sports ($AS) is now public. spyglass.org) Augmented reality looks to be the future of computing. vanityfair.com) A round up of Vision Pro reviews.

Financial Advising 289

Financial Advising Taxes Manufacturing Media 289

Abnormal Returns

SEPTEMBER 1, 2023

calculatedriskblog.com) The job market is definitely slowing. (ft.com) Lessons from the mutual fund trading scandal, 20 years on. morningstar.com) Economy The August NFP showed continued growth and a 3.8% unemployment rate. bonddad.blogspot.com) The Fed is done. ritholtz.com) Seven economic myths including that the consumer is 'tapped out.'

Financial Advising 264

Financial Advising Advertising Retail Economy 264

The Big Picture

MARCH 1, 2023

I mentioned how much fun it was to get back on stage , but it definitely took a while to settle into a groove. I did a brand new presentation last week, the first one since the pandemic lockdown began 3 years ago this month.

208

208

The Big Picture

MARCH 20, 2023

Indeed, what is a good definition of a bailout? What are the differences between insured depositors getting their cash back, a private sector rescue orchestrated by the Fed or the Swiss government, and a taxpayer-funded bailout? I spent a lot of time thinking about this while writing Bailout Nation.

Banking 325

Banking Insurance Government Management 325

Abnormal Returns

DECEMBER 14, 2022

morningstar.com) Rest Khe Hy, "We’ve completely abandoned the concept of leisure and rest – because they are, by definition, unproductive." (peterlazaroff.com) Dan Kemp and Ollie Smith talk with Joe Wiggins author of the new book "The Intelligent Fund Investor." radreads.co) Rest is doing something that will not move your goals forward.

Investing 245

Investing Investments Retirement Planning Banking 245

The Big Picture

OCTOBER 29, 2022

Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies, Sixth Edition by Jeremy Siegel. His new book “ The Price of Time: The Real Story of Interest ” is a nominee for FT’s 2022 Business Book of the Year. The latest SFTLR by Jeremy Siegel with Jeremy Schwartz.

Assets 298

Assets Financial Market Investing Investments 298

Abnormal Returns

APRIL 30, 2023

neckar.substack.com) First Republic First Republic ($FRC) is the definition of a 'zombie bank.' (whatsimportant.substack.com) Some all-time great quotes from the Berkshire Hathaway ($BRK.A) annual meeting. netinterest.co) Resolution of the First Republic ($FRC) seems near.

Financial Advising 246

Financial Advising Wealth Management Media Planning 246