A Wealth of Common Sense
SEPTEMBER 11, 2022
Following the Great Financial Crisis of 2008 a number of macro doom-and-gloomers began predicting a collapse of the U.S. dollar. The Fed was “printing” trillions of dollars. Interest rates had never been that low before. It was an appealing narrative if you were someone stuck in the negative feedback loop of the biggest economic crash since the Great Depression.
The Big Picture
SEPTEMBER 14, 2022
The First Totally Honest Stock Market Story. FRIDAY’S MARKETS. By Vinnie Foster Wynans III. Staff Reporter of The Wall Street Journal. The market rallied early this morning for reasons nobody understands and nobody predicted. CNBC analysts confidently asserted it had something to do with the Senegalese money supply but others pointed to revised monthly figures showing a poor tuna haul off the Peruvian coast.
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FMG
SEPTEMBER 16, 2022
While presentations and town hall meetings still have their place in today’s event landscape there are better ways to host memorable client events. Between choosing a topic, venue, and theme, the possibilities are endless. Even better, with current technology, we’re now able to host virtual events that can be as engaging as in-person ones. . First, let’s talk about some of the benefits of hosting a client event , and then we will cover some creative ways to get your clients and their famil
Investment Writing
SEPTEMBER 13, 2022
Do you know the answer to the question I posed in the title of this blog post? Both “sidebar” and “ESG” are words that people in some fields immediately understand, but they perplex many other people. “ Sidebar ” refers to area of text, often placed in a box, to the side of an article. “ESG” is short for “ e nvironmental, s ocial, and corporate g overnance.
A Wealth of Common Sense
SEPTEMBER 10, 2022
I’m not a fan of blaming the Fed for everything you don’t like about the markets or the economy. Markets have always been rigged or manipulated. Truly free markets are a pipe dream. You have to invest in the markets as they are, not as you wish them to be. Having said that, the Fed deserves some blame for what’s going on in the housing market.
The Big Picture
SEPTEMBER 16, 2022
The traditional finance conference was murdered this week. A stake was driven through its heart by innovators tired of the old ways. It was, to be fair, a mercy killing. Living in the past, running on inertia, nobody bothered to tell the patient that it was time to say your goodbyes before we pull the plug. The industry had forgotten why it even exists: To serve an audience that wants to get out of the office, hang with its peers, and learn how to be better at what it does.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
FMG
SEPTEMBER 15, 2022
It’s time for another “Meet the Team” blog! And for this one, we caught up with Customer Success Coordinator, Elizabeth McArdle. When she isn’t looking for ways to better serve our clients, she loves traveling with her family, headed to the beach, crafting and a lot more! . To learn more about Elizabeth and what she does in her free time, be sure to check out our “Meet the Team” blog.
BlueMind
SEPTEMBER 11, 2022
Category: Clients Risk. Determining the risk profile is essential so that you may construct a feasible financial strategy for your client’s goals. However, it should be well understood that a client’s financial profile includes their risk tolerance and their risk capacity. In this article, although we will be focusing on the latter one and why it is significant to determine your client’s risk capacity let’s first understand the difference between the two.
The Big Picture
SEPTEMBER 10, 2022
The weekend is here! Pour yourself a mug of Volcanica coffee, grab a seat on the aisle, and get ready for our longer-form weekend reads: • An economist studied popular finance tips. Some might be leading you astray : Thinkfluencers versus economists: Economists may know a lot about how people should act. But, as an empirically minded behavioral economists, we recognize that people don’t act this way.
A Wealth of Common Sense
SEPTEMBER 13, 2022
I’m in sunny California this week for our Future Proof Festival. There are people from all over the place here so there have been a number of conversations about the prospects of living in California. Some people complain about the high cost of living (especially housing), the high taxes, high gas prices and threat of wildfires or earthquakes.
XY Planning Network
SEPTEMBER 12, 2022
6.5 MIN READ. Discover the best new advice-centric tech. The seven finalists of the AdvisorTech Expo have been selected, and we can't wait for you to see the advice-centric tech they're set to show off at #XYPNLIVE! This year's #XYPNLIVE AdvisorTech Expo is all about advice engagement and showcasing some of the most innovative new technology that empowers clients to meaningfully engage with their advisor’s advice.
Covisum
SEPTEMBER 13, 2022
By now, financial advisors are keen on the idea that Roth conversions can be a very good thing for their clients and their financial planning practice. Why?
The Big Picture
SEPTEMBER 16, 2022
Earlier this month, we discussed the idea of Electrifying Classic Cars. I spoke to several people and decided to work with a shop in Austin, Texas. After reviewing the process, costs, and timeline, I put down a deposit. Note there is a one-year waiting list before your spot in the queue comes up for work to even begin. Step 2: Decide on a model and date range to convert.
Million Dollar Round Table (MDRT)
SEPTEMBER 16, 2022
By Matt Pais, MDRT Content Specialist You may not think there are overlaps between being a financial advisor and being a musical theater performer. In his 2014 Annual Meeting presentation, “Passion, perseverance and Puccini,” however, Darryl Lovegrove, who has appeared in the Australian and New Zealand tours of “Jesus Christ Superstar,” demonstrated that his philosophies for success are relevant for anyone looking for motivation, inspiration and focus.
A VC: Musings of a VC in NYC
SEPTEMBER 12, 2022
I’ve always been interested in tapping into the “crowd” to fund things that need to happen and that our current institutions can’t figure out how to support. Our investment in Kickstarter back in 2009 is an excellent example of that. In the last thirteen years, Kickstarter has helped direct $6.2bn towards creative work that would not have been funded by the legacy institutions that support creative work.
Integrity Financial Planning
SEPTEMBER 12, 2022
Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or trying to get rich quickly. It requires a different perspective on your wealth and income that accounts for your needs in different stages of your life, from the beginning of your working years through your retirement. These five key components will help simplify the bucket strategy so you can understand it and apply it to your retirement strategy.
The Big Picture
SEPTEMBER 12, 2022
The Steve Jobs Archive is now up and running. I have been playing about it a bit, there is a lot to explore. The post Steve Jobs Archive appeared first on The Big Picture.
Million Dollar Round Table (MDRT)
SEPTEMBER 14, 2022
By By Nadia Wijatno, CLU, ChFC What metrics do you use to gauge your performance? Do you count how many people you met? How many cases you closed? How much revenue you generated or how many referrals you received? Those numbers are important measures of growth, but I believe that if we are not careful, we can become overly focused on the quantitative side of our business and neglect what I find to be equally important: the qualitative side.
Financial Times M&A
SEPTEMBER 12, 2022
The Big Four firm will have to persuade audit and consulting partners that a radical shake-up is in their interests
A Wealth of Common Sense
SEPTEMBER 12, 2022
Today’s Talk Your Book is brought to you by Direxion: On today’s show, we spoke with David Mazza, Head of Product at Direxion about single stock, leveraged, and inverse ETFs. On today’s show we discuss: What these products should be used for How these products are structured Differences between US exchanges and International exchanges How Direxion is seeing these products being traded The ideal holding period.
The Big Picture
SEPTEMBER 10, 2022
This week, we speak with Kristen Bitterly Michell, Head of North American Investments for Citi Global Wealth, which manages $800 billion in client assets. Previously, she was Head of Structured Solutions at Citi. Prior to joining Citi, she led structured product sales to Latin American investors at Credit Suisse and provided structured derivative solutions to private investor clients at JPMorgan.
Million Dollar Round Table (MDRT)
SEPTEMBER 12, 2022
By Shane E. Westhoelter, AEP, CLU Some things are so old that they are new again. For instance, vinyl record players, once considered outdated technology, are making a comeback in the modern music scene. The same is true in our profession. We still do client events but with a new twist. We still do radio shows and educational workshops but with a new twist.
Conneqtor
SEPTEMBER 14, 2022
How to get clients as a financial advisor who leads with advice If you’re a Financial Advisor, independent or not, it’s your responsibility to get more clients by marketing your services. So, where on earth do you start when it comes to selling your products and services?
A Wealth of Common Sense
SEPTEMBER 14, 2022
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts research on which leading indicators best predict market declines. On today’s show we discuss: The worst year ever The Four Pillars by William Bernstein US Dollar Strength The job market is supporting a soft landing A quick housing correction is unlikely Sparkline Capital and Liquid Venture Capital Q2 earnings insights The Robinhoo.
The Big Picture
SEPTEMBER 16, 2022
?. My segment begins about the ~50-minute mark. We discuss everything from EVs to Inflation to Roe v Wade, to companies that behaved poorly during the pandemic. The post Stand Up with Pete appeared first on The Big Picture.
Financial Times M&A
SEPTEMBER 14, 2022
EU regulators expected to follow CMA with plans for a prolonged competition investigation into $75bn acquisition
FMG
SEPTEMBER 15, 2022
Video creation and marketing have taken a significant role in the financial field. Businesses in financial services use video for marketing, branding, and events/updates. Meaning that video can be used in a multitude of ways. Its efficiency depends on how creative you can be. In this blog post, we discuss how you can create optimized thumbnails for your videos, with best practices, our preferred platform and examples to get you started.
Financial Times: Moral Money
SEPTEMBER 16, 2022
Plus, France’s answer to Stuart Kirk says it’s ‘taboo’ to question sustainable investing
The Reformed Broker
SEPTEMBER 16, 2022
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Brian Belski, and Downtown Josh Brown discuss market volatility, adjusting to a higher risk-free rate, investment banking, the state of wealth management, hiring top advisors, and much more! This episode was recorded in front of a live audience at Future Proof on 9/13/22.
Financial Times M&A
SEPTEMBER 15, 2022
Deal is part of software giant’s plan to bolster its creative tools offering
Dear Mr. Market
SEPTEMBER 10, 2022
Dear Mr. Market: “In the business world the rearview mirror is always clearer than the windshield.” Everyone following the markets is aware that we’re dealing with global economic stresses, a bottle necked supply chain, geopolitical tensions, 40 year highs with inflation, rising rates, and literally the worst start to a stock market year since 1970.
A Wealth of Common Sense
SEPTEMBER 16, 2022
A reader asks: My wife bought some land in New Zealand a few years before we met, with vague ideas of building a house. Turns out its value has appreciated by 4-5x so she asked me if she should sell it while the prices are high. We don’t really need the money for anything, so I thought the tax burden sounds like a hassle, and I don’t know if the money would be better off in stocks.
Financial Times: Moral Money
SEPTEMBER 13, 2022
Fund providers face political battles and a tightening regulatory environment that could prove onerous
Financial Times M&A
SEPTEMBER 15, 2022
Low demand for bonds and loans is Wall Street ‘canary’ as inflation risks rock capital markets
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