The Big Picture

DECEMBER 30, 2022

Source: QAD Blog. A perfect way to end the 2022 annus horriblis is to remind readers that not just individual stocks, but entire sectors fall in and out of favor. It iss extremely challenging to select the right sector at the right time (and for the right reasons). Almost nobody does this well consistently over time. Here is QAD from 2019: In business, change is inevitable , and those that fail to adapt and innovate are often doomed to failure.

Companies 121

Companies Investing 121

A Wealth of Common Sense

DECEMBER 30, 2022

I’ve been getting a lot of pundit outlook pieces for 2023 in my inbox these past few weeks. The onset of a new year is a time for making lists of predictions, surprises and black swan possibilities. There are few sure things when it comes to the markets so I don’t put a lot of stock into predictions. You could say the stock market will open at 9:30 am est and close at 4 pm est during regular market hours but t.

Stock Market 119

Stock Market Stock Market 119

Integrity Financial Planning

DECEMBER 29, 2022

Holiday shopping can be stressful, and unless you took advantage of Black Friday or Cyber Monday, you might find it tough to find the deals you need to keep your gifts within your budget. Well, post-holiday shopping may be the perfect opportunity to take advantage of clearance sales on your favorite products and gifts. Use Your Credit Cards Wisely. Credit cards come with many perks as well as a variety of interest rates.

Banks 98

Banks Accounting Companies Investing 98

Million Dollar Round Table (MDRT)

DECEMBER 27, 2022

By Kevin R. Williams, CFP, CLU Business planning helped MDRT member Kevin Williams become one of the top earners for his company. Excerpted from his 2022 MDRT Annual Meeting presentation, he shares a few of his tips for consistent success: 1. Plan/vision. We all need to have a plan. As your business grows, you will build a valuable book of clients — not customers.

Companies 79

Companies 79

The Big Picture

DECEMBER 29, 2022

Barry Ritholtz, Ritholtz Wealth Management Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, told Kailey Leinz and Matt Miller Wall Street is savvier than the Fed when it comes to the realities of inflation. Ritholtz said this Wednesday morning on “Bloomberg Surveillance.” Street vs. Fed with Ritholtz.

108

108

A Wealth of Common Sense

DECEMBER 25, 2022

When I was younger and didn’t know anything the majority of my reading was of the non-fiction variety. I don’t read nearly as much as I did in the past but when I do it tends to be more fiction than non-fiction these days. It could be the fact that podcasts, blogs, opinion writers and such have made non-fiction books less useful. But I’m always more impressed with the creativity involved in crafting cha.

99

99

The Reformed Broker

DECEMBER 24, 2022

Wishing you all a happy holiday season and a bright new year. Merry Christmas, Happy Hanukkah, and don’t forget to take some time away from the screen. Especially this year! I’ll be headed down to South Florida as I usually do for the last week of the year. It’s one of the few family traditions we have that the kids are still excited about now that they’re both teenagers.

67

67

The Big Picture

DECEMBER 25, 2022

Art Cashin is a Wall Street treasure, and his annual shares are always appreciated. This is his December 23rd commentary. Happy Merry! ‘Tis two days before Christmas. and at each brokerage house. The only thing stirring. was the click of a mouse. Down on the Exchange. the tape inches along. Brokers bargained and traded. as they hummed an old song. With supply chain disruptions. from iPhones through socks.

98

98

A Wealth of Common Sense

DECEMBER 29, 2022

A reader asks: Do you think the stock market is a form of a Ponzi scheme and eventually investors will figure that out and quit investing? The average dividend payout for all stocks is a little over 1%. Back in the 1958 the average lifespan of a corporation was 58 years, but is now down to around 15 years. So, why are people investing in the stock market?

Stock Market 93

Stock Market Stock Market Investing Investors 93

Don Connelly & Associates

DECEMBER 26, 2022

Let’s talk about the inevitable frustration of success, about building a business slowly. I have one piece of advice if you’re still building your business: Don’t be in a hurry to become a success. If you become impatient, the impatience will wear you down. I’m not suggesting we sit back and wait for success to […]. The post The Inevitable Frustration of Success appeared first on Don Connelly & Associates.

Best Practices 59

Best Practices 59

Financial Times M&A

DECEMBER 29, 2022

M&A suffers record decline in second half of 2022 as interest rate rises hit financing

Financing 85

Financing Finance 85

The Big Picture

DECEMBER 27, 2022

This week, we speak with Charlie Ellis, Chair of the Yale Endowment, Vanguard Board member, and founder of Greenwich Associates. In addition to that CV, Ellis is is the author of 19 books, including the investment classic Winning the Loser’s Game. His most recent book is Inside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing Business.

Investing 65

Investing Financing Finance Funds 65

A Wealth of Common Sense

DECEMBER 27, 2022

Early on in my investing career my boss gave me a good piece of advice I still think about to this day. He said something along the lines of, “It’s OK to be surprised. The world is a surprising place. Just don’t be surprised that you’re surprised about what happens in the markets.” 2022 was a good litmus test for this idea.

Investing 89

Investing 89

Conneqtor

DECEMBER 30, 2022

What is a Financial Advisor and tips to become one What is a financial advisor? Unfortunately, the “financial advisor” term has many meanings. It has been thrown around so much and used in so many different ways that not only does our profession struggle to define it, consumers do as well.

52

52

Financial Times M&A

DECEMBER 29, 2022

Chief commercial officer Luke Miels looking at targets worth up to $2.

90

90

Covisum

DECEMBER 29, 2022

The Most Popular Blog Posts in 2022. Over the past year, you've spent a lot of time reading about financial planning best practices, financial technology, and attracting new prospects. We're thrilled that you love our content! Enjoy this recap of the 10 blog posts our readers found most impactful over the past year.

Best Practices 52

Best Practices Prospects 52

A Wealth of Common Sense

DECEMBER 26, 2022

Today’s Talk Your Book is brought to you by S&P Dow Jones Indices: See here to learn more about investing in S&P thematic indices On today’s show, we are joined by Pavel Vaynshtok, Global Head of Strategy Indices at S&P Dow Jones On today’s show we discuss: How thematics have gotten so popular History of indices going back to the 20s How S&P constructs their indices Growth vs value and thematic.

Investing 71

Investing 71

Integrity Financial Planning

DECEMBER 28, 2022

You may have heard of a donor-advised fund, but is that really what you should have as a part of your financial plan? Brian talks about another option you might want to know about: charitable trusts. He shares more about the different types of charitable trusts and why you might want to consider them. Then, he plays “fact or fiction” about these financial ideas and decisions.

Funds 52

Funds Investing 52

Investment Writing

DECEMBER 26, 2022

Can you spot what’s wrong in the image below? Please post your answer as a comment. This might have been caught if the author or proofreader had read the text out loud. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for December 26: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.

Investing 52

Investing 52

Financial Symmetry

DECEMBER 26, 2022

As we come to the end of 2022, Allison and I reflect on some of our favorite reads and podcasts that we have highlighted in our monthly newsletter. Listen in to hear the insights we gleaned from some of the … Continued. The post 5 Timeless Takeaways from 2022, Ep #180 appeared first on Financial Symmetry, Inc.

52

52

Financial Times M&A

DECEMBER 28, 2022

American Equity’s chief executive battles to keep annuity provider independent as acquirers circle

Assets 69

Assets 69

Financial Times: Moral Money

DECEMBER 26, 2022

Personal finance coverage in a year dominated by inflation and geopolitical risks

Financing 71

Financing Finance 71

The Big Picture

DECEMBER 28, 2022

. The transcript from this week’s, MiB: Charlie Ellis on Vanguard’s Rules of Investing is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Mutual Funds 72

Mutual Funds Consultants Consulting Funds 72

FMG

DECEMBER 27, 2022

It’s the last marketing roundup of 2022! It’s hard to believe, but we have had such a great year and cannot wait for 2023! Let’s make it a good one with some great articles from this week. We’ve got tips for a successful content marketing strategy, how to use technology to connect with clients and more. . 1. 6 Steps to a Successful Content Marketing Strategy in 2023 and Beyond [Infographic] via Social Media Today.

Prospects 52

Prospects Companies 52