Wealth Management
JUNE 7, 2023
The Wells Fargo Sports and Entertainment Program will enable advisors to brandish the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation, created by the College For Financial Planning.
The Big Picture
JUNE 3, 2023
This week, we speak with entrepreneur Ramit Sethi, who is the founder and chief executive officer of the online education platform I Will Teach You to Be Rich (IWT ), which attracts more than 1 million readers a month. Sethi is also the host of the Netflix series “ How To Get Rich ,” which is based on his New York Times bestselling book “ I Will Teach You to Be Rich “; he also hosts a podcast of the same name.
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The Reformed Broker
JUNE 5, 2023
On this special episode of Live from The Compound, Scott Patterson, Financial Journalist and Wall Street Journal Reporter, joins Michael Batnick and Josh Brown to discuss Scott’s new book, Chaos Kings: How Wall Street Traders Make Billions in the New Age of Crisis. Follow Scott on: Twitter Book. The post Black Swans, Stock Market Crashes and the Chaos Kings appeared first on The Reformed Broker.
Nerd's Eye View
JUNE 7, 2023
All Investment Adviser Representatives (IAR) of registered investment advisory firms are required to file Form U4, a regulatory filing containing public disclosures of certain information about financial professionals. And while IARs are responsible for keeping their own Form U4 up-to-date, Form U4 – unlike other regulatory forms like Form ADV that require an annual amendment – doesn’t need to be amended unless there is a change warranting an update, which can often lead to an
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
Abnormal Returns
JUNE 7, 2023
Markets A deluge of T-bills is coming. (wsj.com) Why merger arbitrage is become more difficult in this environment. (finance.yahoo.com) Strategy Is this a new bull market? Does it matter? (awealthofcommonsense.com) Arguments about 'recessions' don't really matter to investors. (disciplinefunds.com) Work Are headsets, like the Vision Pro, the future of remote work?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Reformed Broker
JUNE 9, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Jill Schlesinger, and Downtown Josh Brown discuss whether or not the bear market is over, the chances of Jamie Dimon running for president, Apple’s WWDC product unveil, the accredited investor rule, Artificial Intelligence, the state of the economy, and much more!
Nerd's Eye View
JUNE 6, 2023
Welcome back to the 336th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Adam Holt. Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 million users.
Abnormal Returns
JUNE 7, 2023
Podcasts Barry Ritholtz talks with Ramit Sethi about living a 'rich life' and his new Netflix how 'How to Get Rich.' (ritholtz.com) Jon Luskin talks with Mike Piper about his new book "More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need." (bogleheads.podbean.com) Benefits How to apply for Social Security benefits.
The Big Picture
JUNE 5, 2023
My leaving-on-vacation , morning plane reads (see you in 10 days!): • There’s No Easy Exit for Companies Backed by PE and VC : Verdad Advisers’ Dan Rasmussen argues that rising debt costs, compressed margins, and negative cash flow make for a “pretty scary” picture of the health of private companies. ( Institutional Investor ) • Hedge Funds at War for Top Traders Dangle $120 Million Payouts : Paid sabbaticals, huge signing bonuses are among tools being used, as clients foot the bill in chase for
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.
The Reformed Broker
JUNE 4, 2023
We had Cathie Wood on The Compound and Friends this week! Michael, Duncan and I popped up in the Tampa / St. Petersburg area this week and got to spend some time with the founder of ARK Invest. We talked innovation, AI fact vs fiction, how big Tesla can get, why Ark bought Nvidia in 2014, Zoom vs Google Meet vs Microsoft Teams, and much more! Watch or listen to the episode below.
Nerd's Eye View
JUNE 5, 2023
Welcome to the June 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! This month's edition kicks off with the news that Riskalyze has completed its previously-announced rebranding, and will now be known as “Nitrogen”, a ”growth platform” for advisory firms – which represents less of a shift
Abnormal Returns
JUNE 3, 2023
EVs There is an inherent tension between EV size and road safety. (msn.com) VW is using the Scout brand to enter the U.S. EV market. (wsj.com) EV charging is getting better, but still has a ways to go. (msn.com) Energy Why the state of Texas is turning against renewable energy. (wsj.com) How heat pumps are going industrial-scale. (bbc.com) Water Some planned housing developments in Arizona are being halted due to a lack of groundwater.
The Big Picture
JUNE 5, 2023
RWM is coming to Austin, TX June 12th-14th @Downtown with more details Email us at info@ritholtzwealth.com subject line “Austin” to reserve a meeting slot! pic.twitter.com/9iSdG4HFf3 — Ritholtz Wealth (@RitholtzWealth) May 19, 2023 Hey Y’all ! We’re coming to Texas to celebrate the opening of RWM Austin! We only have a few slots left to meet with prospective clients — if you would like to learn more about being a client of Ritholtz Wealth Management, this is your ch
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
A Wealth of Common Sense
JUNE 9, 2023
Agriculture was invented approximately 10,000 years ago. It’s estimated there were roughly 5 million people on Earth at the time. This shift completely changed our species from nomadic hunter-gathers which allowed humans to live in larger and larger groups of people. The population grew slowly but steadily from there reaching 1 billion people by the year 1800.
Nerd's Eye View
JUNE 9, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the House has passed legislation that would expand the definition of who qualifies as an accredited investor eligible to invest in certain private investments to include those who pass an exam designed by the SEC, and those with certain licenses or educational backgrounds, including financial advisors.
Abnormal Returns
JUNE 4, 2023
Markets The stock market hates rising inflation. (mrzepczynski.blogspot.com) The 60/40 portfolio was supposed to be dead. (marketwatch.com) Strategy Owning an index means you will own the market's biggest winners. (awealthofcommonsense.com) It's easy to make up stories about the past. The future not so much. (mrzepczynski.blogspot.com) Apple The XR industry is on hold until Apple ($AAPL) ships something.
The Big Picture
JUNE 3, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Adidas After Yeezy : The partnership with Ye, formerly known as Kanye West, was the stuff of sneakerhead legend—and its demise has the shoe company scrambling to replace nearly half of its profits. ( Businessweek ) • VC Contagion Is Venture Capital Killing Itself?
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
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. The report shows that U.S. homeowners with mortgages (which account for roughly 63% of all properties) saw home equity decrease by 0.7% year over year, representing a collective loss of $108.4 billion, and an average loss of $5,400 per borrower since the f
A Wealth of Common Sense
JUNE 4, 2023
Each week Redfin puts out a housing market update full of valuable data and nice-looking charts of trends on sales prices, asking prices, new listings, housing supply and more. This one has to be painful for anyone who’s in the market for a house right now: The year-over-year numbers up 15% are bad enough being but just look at how much more affordable things were as recently as 2020 and 2021.
Abnormal Returns
JUNE 6, 2023
Correlations Stocks and bonds don't always move in opposite directions. (econofact.org) Although used interchangeably, hedging and diversification are two different things. (insights.finominal.com) Research Kai Wu, "While Quality seeks firms that are profitable today, Intangible Value seeks those investing in profitability tomorrow." (sparklinecapital.com) Is there a premium for 'sin stocks'?
The Reformed Broker
JUNE 8, 2023
Jefferies downgrades Wynn Resorts to holdfrom CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Speaker: Igli Laci, Strategic Finance Leader
In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a
Calculated Risk
JUNE 8, 2023
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from economist Jiayi Xu: Weekly Housing Trends View — Data Week Ending June 3rd, 2023 • ctive inventory growth slowed again, with for-sale homes up just 13% above one year ago. The number of homes for sale continues to grow, but compared to one year ago, the pace is slowing.
A Wealth of Common Sense
JUNE 8, 2023
A reader asks: Does rebalancing essentially lock in losses? I have a robo advised Roth IRA that rebalances seemingly every other day. Will I ever get back to break even? And when do I stop buying the stock market on sale? Diversification is the process of spreading your bets among different asset classes, strategies, geographies and holdings to reduce risk in your portfolio.
Abnormal Returns
JUNE 5, 2023
Crypto The SEC is suing Binance and its founder 'CZ.' (theblock.co) What's in the SEC Binance suit. (theverge.com) AI IBM ($IBM) should be a player in AI. The stock market is skeptical. (barrons.com) AI has put a charge back into the tech industry. (washingtonpost.com) Finance What happens when you merge two traditional asset managers who are experiencing outflows?
The Reformed Broker
JUNE 6, 2023
Final Trades: Uber, Charles Schwab, Enphase & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Calculated Risk
JUNE 5, 2023
Altos reports that active single-family inventory was up 0.7% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of June 2nd, inventory was at 436 thousand (7-day average), compared to 433 thousand the prior week. Year-to-date, inventory is down 11.1%. And inventory is up 7.6% from the seasonal bottom seven weeks ago.
The Big Picture
JUNE 6, 2023
The transcript from this week’s, Ramit Sethi on Living Richly , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Bloomberg , Spotify , Stitcher , and YouTube. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say?
Abnormal Returns
JUNE 4, 2023
Top clicks this week Some words of wisdom from the late Sam Zell. (novelinvestor.com) What lessons are new pandemic-era investors going to learn? (awealthofcommonsense.com) Why the idea of market timing is so seductive. (humbledollar.com) Tactical allocation funds have failed miserably. (morningstar.com) How does the stock market perform after a period of sideways action?
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