Mish Talk

DECEMBER 19, 2022

The survey asks respondents to rate market conditions for the sale of new homes at the present time and in the next six months as well as the traffic of prospective buyers of new homes. The NAHB/Wells Fargo Housing Market Index (HMI) is based on a monthly survey of NAHB members designed to take the pulse of the single-family housing market.

Sales 226

Sales Economics Marketing Marketing 226

The Reformed Broker

MARCH 2, 2023

The post The Past, Present and Future of Financial Media appeared first on The Reformed Broker. It was a lot of fun hanging with my old friend Howard Lindzon on his show this week. Listen above or wherever fine podcasts are played.

Media 177

Media 177

The Big Picture

FEBRUARY 22, 2023

Click to download Financial Disasters Yesterday was kind of a fun day: Sure, it was a dark, damp, dreary February morn when I showed up at the Brooklyn Bridge Marriot, but it was also the first time I did a new presentation in front of a live audience since before the pandemic. Of the 35 slides, 30 were brand new.

Clients 311

Clients Economy Portfolio Marketing 311

The Reformed Broker

DECEMBER 8, 2022

This is a presentation for wealth management and asset management professionals, you can reg. Each Christmas season I do a webinar with my friends at YCharts where we take a look back at the most important charts of the year and discuss which of these trends will remain important going forward.

Wealth Management 338

Wealth Management Assets Management 338

The Big Picture

JANUARY 26, 2023

I am genuinely excited about a new presentation I have been working on since the holidays: How to Avoid Financial Disasters. The presentation delves into why you make bad decisions around money, and what you can do to improve your decision-making process. Entrusting their capital to someone else who loses it for them; 3.

Accounting 297

Accounting Portfolio Investing Investments 297

Wealth Management

OCTOBER 28, 2024

Teucrium ETFs CEO Sal Gilbertie discusses why grains, especially corn, should be an investment portfolio holding like gold.

Portfolio 119

Portfolio Investing Investments 119

The Big Picture

FEBRUARY 15, 2024

The ever-present question: How much does the FOMC recognize how behind the curve this data is? It was a reaction to data that was either old or very old. It would not surprise me to see that as people figure this out, we claw back that sell-off over the next few days or weeks.

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298

Wealth Management

JULY 15, 2024

InterVal's Trevor Greenway explains how advisors can solve the challenge of determining the value of small- and medium-sized business when creating a financial plan for owners.

Wealth Management 119

Wealth Management Financial Planning Management Planning 119

Nerd's Eye View

DECEMBER 7, 2022

The Marketing Rule also requires performance results to be presented consistently over 1-, 5-, and 10-year time periods (or the time period the portfolio has existed, if shorter than a particular prescribed period) preventing advisers from cherry-picking time periods that would make their returns appear more favorable.

Advertising 246

Advertising Investing Investments Marketing 246

The Big Picture

JUNE 17, 2024

Bryan Taylor, Chief Economist at Global Financial Data, breaks these into seven distinct eras over the past 235 years: 1790 to 1840 The Bank of the United States Dominates 1840 to 1875 The Rise of the Railroads 1875 to 1929 The American Commercial Revolution 1929 to 1964 The First (..)

Marketing 316

Marketing Marketing Engineering Economics 316

The Big Picture

AUGUST 25, 2023

The first post-pandemic presentation I pulled together for my pal Joe Fitzgerald (we worked together in the late 2000s) was a new deck titled: Biggest Mistakes Made by UHNW Investors. below is my discussion of what the presentation will be like at the MoneyShow in Orlando on October 30.

Wealth Management 246

Wealth Management Economics Assets Management 246

Nerd's Eye View

NOVEMBER 26, 2024

In this episode, we talk in-depth about how Kevin's firm's new hire training program ramps up through the first 6 months, starting with an initial 90-day stage that uses standardized case studies to teach the firm's financial planning process and how to review and input data into the firm's systems, followed by a second 90-day stage that builds new (..)

Wealth Management 246

Wealth Management Financial Advisor Clients Planning 246

Nerd's Eye View

DECEMBER 23, 2022

How the holiday season presents an opportunity to have important money-related conversations with family members. Why being present during gatherings with friends and family members can be the best gift of all during the holiday season. How ‘regifting’ can help save money and reduce waste.

Financial Planner 246

Financial Planner Retirement Planning Financial Planning Budgeting 246

Abnormal Returns

OCTOBER 6, 2024

economy at present. (disciplinefunds.com) The unemployment rate can rise without a surge in layoffs. tker.co) Q3 GDP is tracking around 3% growth. calculatedriskblog.com) There's really only one problem with the U.S. noahpinion.blog) People are always looking for a reason to criticize growth.

Financial Advising 279

Financial Advising Economy Food Insurance 279

Abnormal Returns

OCTOBER 10, 2023

morningstar.com) The case for international value stocks at present. (papers.ssrn.com) Why employees hired in the first year of a startup are so important. wsj.com) Global investing Do more honest countries outperform? alphaarchitect.com) How war discourse affects stock market returns.

Portfolio Management 265

Portfolio Management Startup Portfolio Management 265

The Big Picture

JUNE 6, 2024

This is an ever-present threat to investors. And two-thirds say the number of restaurants in their area has rebounded from pre-pandemic levels, according to Axios. Innumeracy is rampant in our culture; partisans are willing to misuse/abuse economic data to manipulate and mislead their audience s.

Economics 64

Economics Sales Numbers Marketing 64

The Big Picture

JULY 29, 2022

Compared to futuristic and spacey models like 2023 Genesis GV60 and the Kia EV6 , Audi’s crossovers present as very familiar vehicles that just happen to have an electric powertrain. Unlike their EV competitors, Audi is simply electrifying their current line of ICE SUVs.

Taxes 290

Taxes 290

The Big Picture

MAY 4, 2023

We present the first causal analysis of recent large minimum wage increases, focusing on 47 larger U.S. (Note: I have not seen conclusive research as to whether this is so or not). Regardless, a new research paper confirms that higher minimum wages tend to equal more jobs and a better local economy.

Food 364

Food Economy Retail Retirement 364

The Big Picture

JANUARY 23, 2023

The present era of interest rate normalization is not remotely comparable to those eras. It was very ugly period, especially so close to the dotcom debacle a few years earlier. Even that implosion sent unemployment 6.3%, nearly double current levels. Put away your GFC-based PTSD. At least, not yet.

Economics 325

Economics Numbers Planning Investing 325

Abnormal Returns

MAY 31, 2023

tonyisola.com) "Personal Finance Mistakes You're Probably Making" a presentation by Prof. (moneytalks101.substack.com) substack.com) Why everybody needs a 'Mary Jean' list of important financial information. humbledollar.com) How to feel younger than your chronological age. linkedin.com)

Retirement 246

Retirement Taxes Media Investing 246

Nerd's Eye View

JANUARY 8, 2024

represent our past and present industry's reactive focus on coming up with solutions to address client problems, Financial Advice 3.0 Peter Attia, author of the book Outlive: The Science & Art of Longevity , describes the trajectory of medicine in 3 stages: Medicine 1.0 Specifically, Financial Advice 3.0

Financial Advice 245

Financial Advice Medicine Financial Planning Estate Planning 245

Abnormal Returns

JULY 3, 2023

riaintel.com) Why you should flip your plan presentation meetings on their head. (riabiz.com) Why advisers need to step up their recruitment game. investmentnews.com) Advisers Who do investors trust with financial advice? Thankfully advisers lead the list. kitces.com) How the NAPFA, CFP and FPA define 'no fee' is increasingly controversial.

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

The Big Picture

NOVEMBER 4, 2022

That presents a far less interesting scenario than its opposite: That the Fed is wrong and is undertaking a deeply misguided policy. There is a real possibility that the Fed’s diagnosis is correct. I don’t want to become a scold on this issue. So instead, let’s consider a far more provocative discussion.

Economy 352

Economy Economics Portfolio 352

Abnormal Returns

NOVEMBER 29, 2023

awealthofcommonsense.com) Balancing the present and future is always imperfect. (morningstar.com) Personal finance Are you focusing your efforts in the wrong place? ofdollarsanddata.com) Finding balance in life is the exception, not the rule. alchemy.substack.com) There's only so many life goals you can achieve. Choose wisely.

Retirement 279

Retirement Retirement Planning Budgeting Portfolio 279

Nerd's Eye View

OCTOBER 5, 2022

Unfortunately, much of the technology dedicated to automated tax-loss harvesting fails to consider the individual tax circumstances that drive most of the true value of harvesting losses, and instead focuses on the portfolio-management aspect of efficiently capturing as many losses as possible.

Taxes 246

Taxes Tax Planning Portfolio Management Advertising 246

Abnormal Returns

JULY 17, 2023

investmentnews.com) Six tips for more confident presentation skills. (riaintel.com) Even small fee increases can make a big difference to advisory firms. financial-planning.com) Social Security rules for divorced couples. advisorperspectives.com) Think twice, compliance-wise, before jumping onto Threads. investmentnews.com)

Wealth Management 246

Wealth Management Compliance Engineering Clients 246

Nerd's Eye View

MARCH 25, 2024

This can be curated by assessing present team needs (which means the theme will likely change from retreat to retreat). As a starting point, to get the most out of a team retreat, it's important to focus on 1 key theme driving the feeling that team members should leave with at the end of the retreat.

Planning 246

Planning Taxes Management Clients 246

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Clients 246

Clients Financial Planning Financial Planner Communication 246

Nerd's Eye View

NOVEMBER 21, 2023

We also talk about how Suzanne structures her weekly meeting schedule to balance the need to have 5 to 6 meetings a day during her busy seasons while still having time to prepare for each meeting and complete follow-up tasks, how Suzanne uses a standardized client meeting agenda to stay on track and ensure each meeting fits within the allotted 1-hour (..)

Clients 246

Clients Financial Advisor Wealth Management CFP 246

The Big Picture

NOVEMBER 22, 2023

With 33 states expanding, the economy is obviously not in a recession at present. This confirms the rapid decrease in CPI inflation and is consistent with inflation peaking around the mid-point of 2022. Those 3 above are the facts; what follows are 5 opinions you might consider: 1.

Economy 353

Economy Banking 353

Abnormal Returns

AUGUST 17, 2023

theverge.com) How technology has changed the nature of corporate presentations. (rationalwalk.com) Plaid has come out on the other side of its failed acquisition even stronger. generalist.com) How the iMac helped save Apple ($AAPL). ft.com) Housing Colorado's mountain towns have an affordable housing problem.

Medicine 244

Medicine Electronics Retail Education 244

The Big Picture

AUGUST 25, 2022

That is why this year, we are thrilled to present Future-Proof : Big Picture Readers can register here , and book a room here. But this is going to be much more than just speakers and panels — it will be an event that you do not want to miss. For more information: Future Proof Festival site. Official press release.

Wealth Management 337

Wealth Management Investing Investments Marketing 337

Nerd's Eye View

NOVEMBER 29, 2022

And be certain to listen to the end, where Anh shares how she struggled early in her career to find a mentor that looked like her (especially as an Asian female advisor who is not from a wealthy background), but by leveraging study groups provided through LPL and other channels, she now has a steady foundation where she can gain insight with advisors (..)

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

Nerd's Eye View

FEBRUARY 19, 2024

At the same time, Morningstar's CEO Kunal Kapoor highlighted that efficiency comes with a greater demand towards personalization, and Orion's new CEO Nataline Wolfsen also spoke of the importance of aligning technology with the human elements of trust, shared values, and personal understanding.

Consulting 243

Consulting Financial Advice Engineering Financial Advisor 243

Nerd's Eye View

FEBRUARY 22, 2023

As a document required to be filed by all registered investment advisers, Form ADV is (at least in theory) a standardized description of each RIA’s services, fees, and business practices, presented in a series of four forms (Part 1, Part 2A, Part 2B, and Part 3) each comprised of a set of underlying sections.

Commission 232

Commission Clients Investing Investments 232

The Big Picture

AUGUST 22, 2024

The deck is an updated version of last year’s presentation to investors at the Orlando Money Show. The folks attending the FPA event are all CFPs and advisors, and so I tailored the presentation to ideas they can use to better serve their clients. They are a great group of people, and very motivated to serve their clients.

Clients 147

Clients Investing Investments 147

The Big Picture

OCTOBER 26, 2023

Earlier this year, I gave my first presentation since the pandemic began. I got lots of good feedback about the presentation, but my favorite note from someone in the room was: “ Thanks for identifying these issues, but how do I navigate them ? ” Great question.

Taxes 147

Taxes Investing Investments 147