The Reformed Broker
OCTOBER 3, 2022
I’m going to tell you a quick story in the order in which it happened. You were there. You will be familiar with the sequence of these events. But you may not have reached the shocking conclusion that I have. At least not yet. Wait for it… Our story begins in 2019… It was the best of times, it was the best of times. The tail end of a decade of uninterrupted asset price appreciation for the top decile of.
The Big Picture
OCTOBER 7, 2022
One of the really strange things about watching Federal Reserve policy is the excess of deference that is given to the Fed’s judgment. While the Fed deserves credit for when they get things right – e.g., rescuing the credit system from the great financial crisis (GFC) – they also deserve plenty of blame for the multitude of sins they commit. I am not a Fed hater or part of the crew that wants to “End the Fed.
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Abnormal Returns
OCTOBER 1, 2022
The biz Podcasters are not above using tricks to boost downloads. (bloomberg.com) Why the podcasting world seems so tired these days. (garbageday.email) Business Barry Ritholtz talks with Steve Case about his career at AOL and investing in startups today. (ritholtz.com) Benjamin Gilbert and David Rosenthal take a deep dive into the history and strategy of Benchmark Capital.
Nerd's Eye View
OCTOBER 3, 2022
Welcome to the October 2022 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 DPL Financial Partners has raised $20M of capital to continue scaling up its marketplace of no-commission annuities for RIAs, as the ongoing development of new fee-based products – combined wit
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
The Reformed Broker
OCTOBER 3, 2022
Every bear market has these two things in common: They end Expected returns go up The first thing is self-explanatory. The second thing should be obvious but from my talks with thousands of investors over the years, I have found that it is most certainly not intuitive to most people. When I tell you that expected returns are rising as stock prices fall, this is an overly simplistic way of saying that investors only get.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
OCTOBER 6, 2022
Contrarianism A new contrary indicator courtesy of FTX. (allstarcharts.com) The inverse Cramer ETF may soon be a thing. (fortune.com) Strategy Is timing the bond market any easier than timing the stock market? (awealthofcommonsense.com) Why you can safely ignore market forecasters. (novelinvestor.com) Elon Eight (stupid) ways the Twitter ($TWTR) deal could still fall apart.
Nerd's Eye View
OCTOBER 4, 2022
Welcome back to the 301st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ramit Sethi. Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich , and the owner of the online platform of the same name that offers financial education content and programs to consumers so they can get refocused on their personal finances and the things they love.
The Reformed Broker
OCTOBER 3, 2022
TONIGHT AT 5:30PM EST! Skylar Olsen joins Michael Batnick and I on a special episode of Live from The Compound! Dr. Skyler Olsen is the Chief Economist at Zillow. Previous to her current position, Skyler founded a consultancy supporting public-facing economic data program, was head of economics at a digital mortgage start-up, and spent 8 years supporting the Zillow economic research department.
The Big Picture
OCTOBER 1, 2022
“ Are we there yet? ” is not just a line from the kids the in the back of the car. It’s a question that investors, speculators, and professional traders have been asking themselves. The tl:dr is almost. We are almost there – down ~25% this year (so far). I wouldn’t call this an orderly sell-off, but it also hasn’t been the sort of collapse associated with true crashes like the 2000 tech wreck or the subprime mortgage/derivatives crisis.
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.
Abnormal Returns
OCTOBER 2, 2022
Markets Every bear market is different. (humbledollar.com) Tencent is no longer China's most valuable company. (marginalrevolution.com) Financial influencers are feeling the pain of the bear market. (markets.businessinsider.com) Strategy Barry Ritholtz, "Picking tops and bottoms is an art when you do it for fun, but a fool’s errand if you run money professionally.
Nerd's Eye View
OCTOBER 5, 2022
In recent years, numerous software solutions have sprung up that aim to automate the process of tax-loss harvesting. Both retail-focused robo-advisors and advisor-focused TAMPs have begun to offer automated tax-loss harvesting, which – by systematically checking for losses to harvest, typically on a daily basis – purports to increase investors’ after-tax returns by 1% or more.
The Reformed Broker
OCTOBER 2, 2022
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.
The Big Picture
OCTOBER 1, 2022
. This week, we speak with science journalist David McRaney, who investigates the psychology of reasoning, decision-making and judgment on his blog “ You Are Not So Smart.” The blog, which he launched in 2009, spawned a bestselling book, now available in 17 languages, as well as a podcast. McRaney’s most recent book, “ How Minds Change: The Surprising Science of Belief, Opinion, and Persuasion ,” came out this year.
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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.
Abnormal Returns
OCTOBER 7, 2022
The biz How “Dateline” has transformed itself into a podcast powerhouse. (nytimes.com) Spotify ($SPOT) is buying content moderation tech company Kinzen. (techcrunch.com) Apple Music now has more than 100 million songs. (engadget.com) Lessons learned from the Dr. Andrew Huberman podcast. (mrmoneymustache.com) Finance Julia La Roche talks about the state of the American Dream with Josh Brown.
Nerd's Eye View
OCTOBER 6, 2022
When it comes to politically charged discussions, financial advisors generally try to stay neutral and focus on providing clients with objective financial advice. Yet, while they seek to remain apolitical in their financial advice, the shifting political environment has made it increasingly common for more clients to express their political concerns and feelings with their financial advisors.
The Reformed Broker
OCTOBER 7, 2022
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Nick Colas, and Downtown Josh Brown discuss market volatility, thinking like an algo, the dollar, Tesla, sustaining vs disruptive innovation, the next big thing, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
The Big Picture
OCTOBER 3, 2022
Click for audio. I sat down with Jon Luskin of Bogleheads to record episode #18: We focus on the cognitive & behavioral side of investing, as well as different ways of approaching risk. The post Bogleheads Live appeared first on The Big Picture.
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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.
Abnormal Returns
OCTOBER 2, 2022
Top clicks this week You need to keep your head to get to the other side of the bear market intact. (thereformedbroker.com) Everything sucks. Five things that could go right. (ramp.beehiiv.com) The bear case is obvious. What's the bull case? (theirrelevantinvestor.com) Bear markets are where wealth is built. (thereformedbroker.com) Don't fight the last war: this isn't 2008.
Nerd's Eye View
OCTOBER 1, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a former Department of Labor official expects that it will take until next year for the agency to release new rules that would likely expand the number of financial professionals who must provide a fiduciary standard of care when providing investment recommendations for 401(k), individual retirement accounts, and other plans.
The Reformed Broker
OCTOBER 6, 2022
Evercore’s bullish call on cybersecurity from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
The Big Picture
OCTOBER 4, 2022
My Two-for-Tuesday morning train WFH reads: • Washout : If the leaders are falling, you know the rest of the bunch already got washed out. Indeed, only 8% of the Nasdaq-100 is above the 200-day moving average. ( Irrelevant Investor ) see also Getting Long-Term Bullish : My general investment philosophy is the more bearish things feel in the short run the more bullish I should be over the long run.
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
Abnormal Returns
OCTOBER 5, 2022
Markets Mortgage rates are their highest level in 16 years. (bloomberg.com) Three reasons why international stocks have been such a big disappointment. (morningstar.com) Strategy Why selling after a 25% decline has historically been a bad idea. (theirrelevantinvestor.com) When in doubt, rebalance. (blogs.cfainstitute.org) Twitter Everything about the Twitter ($TWTR) deal has been about 'Elon being Elon.
Nerd's Eye View
OCTOBER 7, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that amid the current bear market, usage of robo-advisors and other digital advice tools has plummeted, according to a recent study. This suggests that some consumers will be looking to human advisors to better understand their needs and help guide them through the recent market volatility.
The Irrelevant Investor
OCTOBER 4, 2022
Stocks got washed out in the third quarter. Whether you were looking at prices or people’s reactions to said prices, it was hard to find anything positive to say other than things are so bad they’re actually good. That might sound silly, but it’s not. It’s the truth. The riskier stocks feel, the less risky they get over time.
The Big Picture
OCTOBER 1, 2022
The new BMW XM Hybrid is a lot of things: a high horsepower, very expensive, top-of-the-line SUV, that is the first hybrid from BMW Motorsports GmbH, aka “M” sports division. The specs on the Plug-in hybrid powertrain are impressive: -TwinPower Turbo, 4.4-liter V-8 engine. -644HP + 590lb-ft of torque. -0-60 mph in 4.1 seconds. -8-speed M Steptronic transmission. -194-hp electric motor. -317-volt battery pack 25.7-kWh battery pack (30 miles e-driving range).
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.
Abnormal Returns
OCTOBER 4, 2022
September How major asset classes performed in September 2022. (capitalspectator.com) Even commodity prices fell in September. (mrzepczynski.blogspot.com) Value continues to lead the factor race in 2022. (insights.finominal.com) Markets The Investor Opportunity Index (IOI) is at its highest level since September 2020. (thereformedbroker.com) During bear markets, big up (and down) days cluster together.
Calculated Risk
OCTOBER 7, 2022
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released yesterday from Chief Economist Danielle Hale and Jiayi Xu: Weekly Housing Trends View — Data Week Ending Oct 1, 2022. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory continued to grow, increasing 30% above one year ago.
The Irrelevant Investor
OCTOBER 1, 2022
For just the third time in a long time, the stock market has declined for three consecutive quarters. Things feel dark out there, and investors are losing hope. But for those of us that are still contributing money to their future, this bear market should not be met with anxiety, but with open arms. If you were contributing $100 every month to SPY, you would have been able to purchase half a share at the beginning of 201.
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