The Reformed Broker
JULY 13, 2022
Put this phrase in your vocabulary for the second half of the year because you are going to be hearing it everywhere: “a mild recession.” This is where the puck is going. All of Wall Street’s chief strategists and chief economists are going to be pivoting to this case if they haven’t already. The “soft landing” idea is going to fade away.
Nerd's Eye View
JULY 12, 2022
Welcome back to the 289th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kamila Elliott. Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households. What's unique about Kamila, though, is how she and her partners built an independent advisory firm, comprised entirely of Black CFP professionals, dedicated to supporting the
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Pragmatic Capitalism
JULY 13, 2022
The most recent headline CPI came in at 9.1% so it might seem odd to think that the risk of disinflation and deflation is rising. But while the CPI is [ … ].
Abnormal Returns
JULY 15, 2022
The biz How Athletic Greens rode podcasting to sales success. (nytimes.com) Spotify ($SPOT) is buying Heardle. (hollywoodreporter.com) Business Tyler Cowen talks with Matthew Ball author of "The Metaverse: And How it Will Revolutionize Everything." (conversationswithtyler.com) Tim Ferriss talks with Duolingo CEO and co-founder Luis von Ahn. (tim.blog) Patrick O'Shaughnessy talks with Ben Clymer about the business of Rolex.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.
The Reformed Broker
JULY 15, 2022
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Alex Kantrowitz, and Downtown Josh Brown discuss earnings season, big tech, the outlook for crypto, Elon vs Twitter, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere else!
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Pragmatic Capitalism
JULY 11, 2022
It’s been 8 years since I first published my book Pragmatic Capitalism and I finally got around to updating the book with a Second Edition. It had become very hard [ … ].
Abnormal Returns
JULY 13, 2022
Podcasts Daniel Crosby talks with Nick Maggiulli about his book "Just Keep Buying." (standarddeviationspod.com) Peter Lazaroff talks with Brian Feroldi author of "Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing In School, But Weren’t." (peterlazaroff.com) Estate planning Why you need an estate plan. (thomaskopelman.com) Where you hold assets affects your ability to do bequests.
The Reformed Broker
JULY 13, 2022
The stickiest thing is going to be fighting the wage-price spiral, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
Nerd's Eye View
JULY 13, 2022
During market downturns, tax-loss harvesting is often considered a ‘silver lining’ to an otherwise undesirable situation. In theory, the strategy allows investors to convert their capital losses into a tax deduction while staying invested so they can benefit when markets recover – ostensibly a win-win for the investor and, consequently, a popular strategy for advisors who are often eager to find ways to provide extra value to their clients in volatile markets.
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.
Clever Girl Finance
JULY 13, 2022
Let's talk about the best business ideas for women! It’s so important for our world to have women in business. After all, we’re half the population—that’s billions of women with unique ideas, skillsets, and visions for the future. Female business owners employ nearly 9 million people and generate 1.7 trillion dollars in sales per year. They help keep the economy running while improving their own lives and innovating new ways to make the world better.
Abnormal Returns
JULY 13, 2022
Markets The Euro is trading at parity with the U.S. dollar. (nytimes.com) How much of an economic downturn is priced in already? (tker.co) Commodities Why long commodities are not a long-term strategic investment. (wapo.st) Don't kid yourself about gold. (allstarcharts.com) Finance The CFA Institute is facing pushback in this year's proxy vote. (institutionalinvestor.com) More signs that gambling and trading are converging.
The Reformed Broker
JULY 12, 2022
Final Trades: Occidental, Qualcomm, JPMorgan & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Nerd's Eye View
JULY 11, 2022
Financial advisors are often responsible for working with a wide range of individuals, both among their client base and coworkers, who each have their own personality, beliefs, and style of communication. While it can be rewarding to build a large breadth of relationships, it can also be challenging to appeal to and feel accepted by so many different people all at once.
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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.
Good Financial Cents
JULY 11, 2022
If you read many stories about entrepreneurship, you’ve probably noticed that most entrepreneurs have multiple streams of income. Mostly by design, business owners go to great lengths to make sure they have money coming in from all directions – or, as some might say, “making sure their eggs aren’t all in one basket.”. Entrepreneurship isn’t easy, and income streams dry up all the time.
Abnormal Returns
JULY 12, 2022
Markets S&P 500 companies paid out a record amount of dividends in Q2 2022. (wsj.com) Stock-bond correlation worked against the 60/40 portfolio this year. (caia.org) Every major asset class yields more than it did at the beginning of 2022. (compoundadvisors.com) Crypto Bitcoin is no stock market hedge. (blogs.cfainstitute.org) Multicoin Capital is now investing out of its third fund.
The Reformed Broker
JULY 14, 2022
Final Trades: NXP Semi, Compass, Shake Shack from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
The Irrelevant Investor
JULY 14, 2022
Some stocks hold up well during corrections, but bear markets eventually take down everything. And that’s about where we are today. As of this morning, only nine stocks* representing $1 trillion of market cap are within 5% of their 52-week high. 145 stocks representing $9 trillion in market cap are within 5% of their 52-week low. Bear markets experience indiscriminate selling, but there’s an order to it.
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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.
A Wealth of Common Sense
JULY 15, 2022
I don’t believe there is one singular way to invest your money. If there was everyone would invest that way. Every strategy and philosophy has its pros and cons. The good strategy you can stick with is far superior to the great strategy you can’t stick with so a lot of this comes down to who you are as an investor. There are a number of factors that determine the type of investor you are.
Abnormal Returns
JULY 14, 2022
Books An excerpt from “American Cartel: Inside the Battle to Bring Down the Opioid Industry” by Scott Higham and Sari Horwitz. (washingtonpost.com) An interview with David Wengrow, co-author of "The Dawn of Everything." (wired.com) An excerpt from "Arbitrary Lines: How Zoning Broke the American City and How to Fix It" by M. Nolan Gray. (fastcompany.com) Health Researchers are looking more at the relationship between circadian rhythms and health.
Your Richest Life
JULY 15, 2022
Eight years ago this month, I took a leap of faith and started Your Richest Life. It’s been an exciting and challenging journey, and I’m so grateful for all I’ve learned along the way. The past year has been yet another difficult one, with steep inflation , high interest rates and market volatility. But within these challenges are some opportunities, and I have been navigating these situations with my clients along the way.
Andrew Thrasher
JULY 12, 2022
One of the charts I sent to Thrasher Analytics subscribers on Sunday looked at the large increase in stocks that were trading below average volume on Friday. Since the end of last year, this has been a bearish development for Continue reading Using Volume to Help Identify Market Regimes → The post Using Volume to Help Identify Market Regimes first appeared on.
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
NAIFA Advisor Today
JULY 14, 2022
A new survey by NAIFA’s industry partner LIMRA and EY found that about 75% of employers believe they will need to modify their employee benefits packages within the next five years to attract and retain top talent. Among the top benefits employers believe workers will be most interested in are: life insurance, paid family and medical leave, short-term disability, long-term disability, and physical wellness programs.
Trade Brains
JULY 12, 2022
Comparing Growth Stocks vs Value stocks: While investing in the stock market, one can choose multiple approaches to pick stocks as there are many types of stocks with different characteristics in the market. However, two popular types of stocks and approaches that investors prefer are growth investing and value investing. Both these growth stocks and value stocks are considered very important while building your stock portfolio.
Carson Wealth
JULY 12, 2022
By Craig Lemoine, Director of Consumer Investment Research . We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . I could say “Tammy, a CLU and ChFC ® , reviewed a DIA against a SPIA with a COLA to maximize his client’s Monte Carlo success rate.
James Hendries
JULY 13, 2022
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022.
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.
Investment Writing
JULY 12, 2022
Check out my top posts from the second quarter! They’re a mix of practical tips on grammar (#1 & #2), marketing (#3), investment commentary (#4), and blogging (#5). My posts that attracted the most views during 2022’s second quarter: My five favorite reference books for writers —These books would be great additions to your library. “In order to” versus “to” —The results of my research into whether it’s ever necessary to write “in order to” instead of “to” surprised me. 10-minute
Trade Brains
JULY 10, 2022
List of Best Blue Chip Companies in India: If you start counting the numbers, you’ll find that the stocks can be categorized into many groups. Based on market capitalization, they can be defined as small-cap, mid-cap, and large-cap companies. Based on the stock characteristics, there are categorized as growth stocks, value stocks, and dividends (income) stocks.
Nationwide Financial
JULY 15, 2022
Are we in a recession now? (18 min). As we enter the second half of the year, several economic indicators are disappointing. And we’re likely to see a second consecutive quarter with a decline in GDP. Nationwide’s Chief Economist David Berson and Senior Economist Ben Ayers provide their perspectives on the current health of our overall economy.
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