The Big Picture
AUGUST 30, 2022
Source: AgWeb. If you are interested (as I am) in Real Estate , then allow me to suggest you consider exploring the world of Farmland. It is something I have done for a while, and it is a fascinating rabbit hole to fall into. Not so much as an investor, but as someone interested in how agriculture works (but yes, there is an investor angle here as well).
The Reformed Broker
AUGUST 8, 2022
Why did the stock market bounce this summer? Everyone has their explanation: The Fed might pivot! Inflation readings have now peaked! Oil prices are down 25%! China is ending the lockdowns! The labor market is staying strong! Earnings are still coming in better than expected! All true. But there’s an even better reason that doesn’t invalidate any of the ones I’ve posted above.
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A Wealth of Common Sense
AUGUST 21, 2022
There was a question posed on Twitter this week that caused a stir among finance people: A 50% chance of winning $50 million would equate to an expected value of $25 million. Why would you take $1 million against an expected payout value of $25 million? That doesn’t make any sense. If you understand probabilities, you hit the green button. Easy right?
A VC: Musings of a VC in NYC
AUGUST 1, 2022
Tech:NYC is the industry association for NY’s tech sector. They play a number of important roles and one of them is to educate and inform about the impact of the tech sector in NY. To that end, they launched a valuable resource last month called Innovation Indicators. Innovation Indicators is a dashboard that shows the latest data on the impact of the tech sector on the NY economy.
Fortune Financial
AUGUST 8, 2022
A recurring theme in my articles has been the importance of industry-level economics to the success of an investment; it is not uncommon for all participants in an industry with favorable dynamics to outperform, and, similarly, it is all too common for even the best operators in a poor industry to underperform. However, industry importance is not limited to economics; competitive structure is crucial as well.
Wealthfront
AUGUST 31, 2022
We all know that when it comes to earning interest on your cash, more is better. But not all financial institutions pay the same rate—not even close. Since we launched the Wealthfront Cash Account back in early 2019, many clients have asked us how we manage to offer a rate that’s so much higher than […]. The post Why Is the Wealthfront Cash Account APY So High?
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
The Reformed Broker
AUGUST 29, 2022
Is this chart going up or down? It’s not a trick question. Just look at it and tell me what primary the trend is. You’d be amazed at how many financial advisors, insurance brokers acting as financial advisors, financial planners, wirehouse wealth managers, financial consultants and other assorted intermediaries in this business could not for the life of them look at this chart and give you a straight answer.
A Wealth of Common Sense
AUGUST 23, 2022
Ryan Detrick shared a stat last week that should put stock market investors at ease with the recent rally: Here is Ryan’s data to back this up: And the chart: This sounds pretty good to me and it makes sense intuitively. Bear market rallies are a common occurrence but not to this degree. So are we out of the woods? Maybe? The problem is that although it appears we have skirted a recession for the time being, it&#.
Dear Mr. Market
AUGUST 5, 2022
Dear Mr. Market: Dividends! Journalists write about you daily. Investors constantly think and talk about you. Analysts and economists spend their entire careers trying to figure you out. You’re a complex yet simple character, Mr. Market! All that said, today we want to share with our readers a substantial part of you that doesn’t get enough appreciation (pun intended).
Don Connelly & Associates
AUGUST 8, 2022
I don't think any financial advisor wakes up in the morning and intentionally sets out to fail. But I can think of many examples of advisors who unwittingly find ways to sabotage their efforts to build a successful practice. It's often the little things they are either unaware of or don't recognize as problems. But they're big enough to turn prospects and clients away from you.
Covisum
AUGUST 30, 2022
Historically, financial advisors have relied on word of mouth and cold-calling to generate new leads and grow their business, but consumer preferences have changed. Today’s consumers generally don’t respond well—if at all—to cold calls, and online business reviews have become the new word of mouth.
The Big Picture
AUGUST 25, 2022
Over the years, I have been involved in a fair share of investment conferences. This began with the Big Picture Conference at the New York Athletic Club, post-GFC. I had flipped bullish in March 2009, but I have vivid recollections that Fall of listening to Jim O’Shaughnessy of OSAM explain the history of markets following a 50+% crash. He was even more bullish than I was, and had the data to back it up.
The Reformed Broker
AUGUST 27, 2022
I like the way Ari Wald at Oppenheimer frames the current technical set-up for the S&P 500. Now we’re caught between the declining 200-day and the rising 50-day – the latter might be the next major pivot point for short-term traders and for general sentiment depending on what happens if and when we get there: Here’s Ari: A Bullish Base vs. a Resuming Bear The S&P 500’s rejection from its 200-d.
A Wealth of Common Sense
AUGUST 25, 2022
A reader asks: Hey guys please explain why an inflation-linked bond could have lost money this year with inflation at 9%. I’ve been getting this question a lot lately. How could bonds that have an implicit inflation kicker be down almost 7% this year? Treasury inflation-protected securities (TIPS) are one of the most peculiar assets in the investment universe.
Million Dollar Round Table (MDRT)
AUGUST 21, 2022
By Antoinette Tuscano You may be a genius financial advisor, but without clients, you won’t be a successful financial advisor. A dynamic marketing strategy is critical to attracting the clients you can best serve. In the following three MDRT videos, you’ll find a variety of ideas to keep your prospecting pipeline flowing and your schedule full: Gain clients through media exposure.
Investment Writing
AUGUST 2, 2022
Did you know that “OK,” not “okay” is the correct spelling of that familiar expression? If you didn’t know how to spell OK, you have plenty of company, as I discovered when I ran a LinkedIn poll. Origins of OK. The term OK is an initialism. It comes from the misspelling “oll korrect” for “all correct.” Apparently such misspellings were popular in the 1830s, when this term originated, according to “ The Hilarious History of ‘OK’: The English language’s most successful export is a jok
A VC: Musings of a VC in NYC
AUGUST 8, 2022
When fundraising gets tougher for startups, the existing investors (insiders) will often provide a bridge loan to the company to extend the runway for getting another round done. There is more of this sort of thing happening in today’s fundraising market and I thought I’d share some of the things I have learned about setting up bridge loans.
The Big Picture
AUGUST 17, 2022
Yesterday I spent some time with Eric Balchunas recording a Masters in Business podcast. Balchunas is Senior ETF Analyst for Bloomberg Intelligence and the author of “ The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions.”. It’s a fun conversation I’m sure everybody will enjoy. There are parts of our discussion I thought were obvious, but he convinced me as underappreciated: First and foremost, the intense disruption of low-c
The Reformed Broker
AUGUST 22, 2022
Sharing this chart from Guggenheim showing that the S&P 500’s bear market bounce literally stopped on a dime and was turned away at the 200-day moving average. It’s almost too perfect. We manage our tactical portfolio based on technically-oriented rules not because it always works (it doesn’t!) but because it eliminates feelings like fear or fear of missing out from the decision-making process.
A Wealth of Common Sense
AUGUST 9, 2022
Consumer debt is on the rise. This comes from a recent report by the New York Fed: Total household debt rose $312 billion, or 2 percent, in the second quarter of 2022 to reach $16.15 billion, according to the latest?Quarterly Report on Household Debt and Credit. Mortgage balances—the largest component of household debt—climbed $207 billion and stood at $11.39 trillion as of June 30.
Financial Symmetry
AUGUST 29, 2022
Allison Berger, CFP® and Chad Smith, CFP® were both selected as one of Investopedia’s 100 Top Financial Advisors of 2022. They are two of the five financial advisors on this list from North Carolina. Allison Berger, CFP® says “I’m honored … Continued. The post Investopedia 100 Top Financial Advisors of 2022-Allison Berger and Chad Smith appeared first on Financial Symmetry, Inc.
Walkner Condon Financial Advisors
AUGUST 18, 2022
Employee stock grants can be an excellent benefit, but they can also be complicated, especially when they involve restrictions and vesting schedules. Stock grants also come with significant tax consequences that, depending on the situation, can leave you with large tax bills. However, you do have some control over when those tax bills are paid and, in the right circumstances, you can lower your total tax bill significantly if you elect to pay taxes upfront.
Sara Grillo
AUGUST 15, 2022
In this savage, take-no-prisoners debate, Igor Smolyanskiy, Michael Kotarinos, Scott Salaske and I debate whether or not direct indexing is worth it. Pull up a chair and get ready to rumble! But first! For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.
The Big Picture
AUGUST 24, 2022
When it comes to integrating data with investing insights, no one is better than Ben Carlson. I direct you to today’s “ Exceptions to the Rule, ” where Ben dives into the nitty gritty of the conflicting data between market action and inflation data: BULL : The S&P 500 has recovered half of its 2022 bear market losses. When this has occurred in the past, stocks have never moved back to new lows, and have been higher every time a year later.
The Reformed Broker
AUGUST 27, 2022
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These were the most read posts on the site this week, in case you missed it: The post This Week on TRB appeared first on The Reformed Broker.
A Wealth of Common Sense
AUGUST 11, 2022
A reader asks: So I know you guys have talked a lot about are we in a recession now and being in a bear market (equities declining 20%). When is a bear market by definition over? For instance if we just trade flat for the next year and then do enter a recession does this correction still count as part of that? The short answer is, yes, if we don’t reach all-time highs and rollover again at some point in the coming m.
Integrity Financial Planning
AUGUST 21, 2022
Even though you’re a long time away from needing long-term care, now is the time to plan. An estimated 70% of Americans currently age 65 will need long-term care at some point, and costs can be staggering. 14 If you have a 70% chance of needing long-term care, you should think about how you would like to receive it and how you’ll pay for it in the future.
Walkner Condon Financial Advisors
AUGUST 5, 2022
If we think back to the outset of 2021 – which feels more like 10 years ago than a year and a half – it was easy to overlook inflation, while we focused on rolling out COVID-19 vaccines and the start of a new presidency. But the problems we’re currently facing with the rise in inflation were percolating under the surface. . Back in Dec. 2020, the Federal Reserve estimated that the Personal Consumption Expenditure Price Index (PCE) , which excludes food and energy prices, would rise by 1.8%
Covisum
AUGUST 5, 2022
In the absence of Congressional action, multiple provisions of the Tax Cut and Jobs Act (TCJA) will expire at the end of 2025, and tax rules will revert to what they were before the legislation. The TCJA reduced specific tax brackets and increased the standard deduction. Certain charitable gift deductions moved from 50% to 60%. Additionally, the personal exemption phase-out and the limitation on itemized deductions for some filers were eliminated.
The Big Picture
AUGUST 15, 2022
One of my favorite ways to contextualize market trends is to divide long periods of time into secular bull and bear markets. When we look at the past century, we can see decades-long eras where the economy is generally robust, supporting markets trending higher, with expanding multiples. We call these eras Secular Bull Markets. The best examples are 1946-66, 1982-2000, and 2013 forward.
The Reformed Broker
AUGUST 13, 2022
It’s good to be back! After a much needed vacation, got back into the swing of things this week… And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These were the most read posts on the site this week, in case you missed it: The post This Week on TRB appeared first on The Reformed Broker.
A Wealth of Common Sense
AUGUST 16, 2022
As I’ve gotten older the part of pop culture where I’ve fallen behind the most is music. There aren’t many new artists I like so I mostly end up listening to older music. There could be a get-off-my-lawn nostalgia thing going on here but the data shows I’m not alone. Ted Gioia crunched the numbers and the results are astounding: Old songs now represent 70 percent of the U.S. music market, according.
Financial Symmetry
AUGUST 1, 2022
Financial Symmetry is thrilled to promote Sam Knighton to Client Service Associate. Sam joined our team in 2019 as our Administrative Assistant and after maternity leave transitioned into a virtual admin role in 2021. Sam brings a focused, compassionate approach … Continued. The post FSI Promotes Sam Knighton to Client Service Associate appeared first on Financial Symmetry, Inc.
FMG
AUGUST 4, 2022
For today’s Advisor Website Showcase, we are joined by Michael Allison of New Lantern Advisors. We sent Michael some of our most in-depth questions so far to see how he handled his website, transitioning into virtual work, and fighting against his kryptonite. Modernize Your Website. The second you open the New Lantern Advisors website, you’re instantly drawn in with a unique and interesting animated set of videos along with a CTA.
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