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.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
A Wealth of Common Sense
OCTOBER 7, 2022
One of the worst parts about any bear market is it feels like there’s always something else to worry about that hasn’t even happened yet that could make things even worse. The future risk everyone has had on their market bingo card for months and months now is a recession caused by the Fed. If we do get a recession anytime soon it will certainly be the most obvious recession in history that everyone predicted.
Investment Writing
OCTOBER 4, 2022
Have you ever struggled to generate topics for your blog posts, white papers, and other publications? You are not alone. I have some solutions to help you brainstorm. 1. Write about your clients’ mistakes and problems. The most powerful brainstorming advice I can give you is to start “ Blogging the mistakes your clients make.” My post on this topic gives you a template for writing this kind of blog post. 2.
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.
The Big Picture
OCTOBER 2, 2022
Great interactive from the Washington Post showing the past 50 years. During that time, millions of people have moved into Hurricane alley — the route that seasonal storms frequently take from the Caribbean up the coast. Click to see the time lapse. Source: Washington Post. The post Populations in Riskier Geographies appeared first on The Big Picture.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Financial Times M&A
OCTOBER 4, 2022
Tesla chief and social media company were set to take their dispute to trial later this month
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.
Tobias Financial
OCTOBER 6, 2022
Acting plays a major part in Alex’s life and her journey toward her career. When she was younger, she wanted to pursue an acting career seriously and auditioned for a few roles in the theater at Belmont University. Growing up, Alex was very shy and for the most part kept to herself. The only place where she felt comfortable expressing her true self was the theater stage.
Walkner Condon Financial Advisors
OCTOBER 4, 2022
As fall falls and the temperatures signal a new season, we are reminded why we love this time of year in Wisconsin. We are replacing our shorts and swim trunks with flannel shirts and hooded sweatshirts. Even though most of us have been through the Midwest seasonal pattern for decades, every season feels new and different from last year or the year before.
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.
Financial Symmetry
OCTOBER 3, 2022
Have you ever been offered a non-qualified deferred compensation plan as part of your benefits package? Do you know someone who has, but wasn’t sure exactly what it was? If either of these fits you, then you won’t want to … Continued. The post Should You Use a Non-Qualified Deferred-Compensation Plan for Your Retirement Savings? Ep #174 appeared first on Financial Symmetry, Inc.
Integrity Financial Planning
OCTOBER 3, 2022
With market volatility and inflation affecting people’s finances, talk about investment strategies and portfolio longevity seems to dominate retirement planning conversations. But one of the most important aspects of retirement is often overlooked in these conversations: healthcare costs. There are many unexpected costs in retirement, but healthcare is one of the largest spending categories on average for retirees, so having a cohesive plan to cover these necessities can go a long way, regardles
Covisum
OCTOBER 7, 2022
Lead Gen Best Practices for Advisors. Now is the time to start crafting a marketing strategy for the year ahead. Lead generation should be one of the most critical aspects of your 2023 marketing strategy. Your prospective clients are using online research to influence their decisions, including picking who they trust to help them with their finances.
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.
A Wealth of Common Sense
OCTOBER 4, 2022
Last week legendary hedge fund manager Stanley Druckenmiller told CNBC his baseline is for U.S. stocks to go nowhere for a decade: I’m just saying we’ve had a hurricane behind us for 30 or 40 years, and it’s reversing, and I wouldn’t be surprised — in fact, it’s my central forecast — the Dow won’t be much higher in ten years than it is today.
Integrity Financial Planning
OCTOBER 7, 2022
Second homes can be places for families to gather, lucrative investments, or a mix. Think about what your long-term goals are and how buying a second home would help you achieve them. Is it a place for your family to gather? A place for you to enjoy a particular natural landscape? Or is it a property you don’t see yourself visiting often and want to rent out?
Million Dollar Round Table (MDRT)
OCTOBER 5, 2022
By Matt Pais, MDRT Content Specialist To describe a case he could never forget, Josusmar Sousa rewinds more than 30 years. A doctor declined Sousa’s offer of life insurance, but the 10-year MDRT member from Sao Paulo, Brazil did not stop there. “It was so hard for me, so I asked him to write a letter to acknowledge that I had offered a plan to protect his family and that he was leaving them unprotected/exposed – that it was his fault, and not mine,” he said.
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).
XY Planning Network
OCTOBER 3, 2022
6 MIN READ. The first job I had after college was as an advisor associate, tasked with answering phone calls from clients in a small independent RIA. They encouraged me to politely take questions and provide answers—with the mission to solve whatever problems or issues might arise and protect the firm co-founders from interruptions to their work. Among other things, I also kept the office organized and helped prepare materials for meetings.
Conneqtor
OCTOBER 5, 2022
5 great productivity apps for Financial Advisors As a Financial Advisor, you have plenty on your plate. From juggling client meetings and managing your business to maintaining compliance, marketing for new clients and offering the best possible experience.
FMG
OCTOBER 6, 2022
Technology is one of the most important components of a financial advisor’s business. From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. Since building strong relationships is a core element of providing financial advice, a financial advisor CRM ( c lient r elationship m anagement) system may be the most essential technology tool available for financial advisory fir
The Big Picture
OCTOBER 1, 2022
Welcome to October! The weekend is here, so pour yourself a mug of Porto Rico Import coffee, grab a seat on the sofa, and get ready for our longer-form weekend reads: • The Great Bluff: How the Ukrainians Outwitted Putin’s Army : Russia’s army was thought to be vastly superior. But Ukraine has nevertheless managed to secure an almost unbelievable coup, taking back huge swaths of territory in the northeast.
Financial Times M&A
OCTOBER 5, 2022
Carl Icahn, Pentwater and Hindenburg Research among those that predicted the billionaire would close the deal
A Wealth of Common Sense
OCTOBER 1, 2022
I’ve been wrong a lot in my life. I was wrong to think Joey Harrington and Charles Rogers were going to be the saviors for the Detroit Lions. I was wrong when I let my brother drive my 1989 Honda Accord from Michigan to Martha’s Vineyard to visit friends when I was in high school (it broke down immediately when he brought it back). I was wrong to stock up on boot-cut jeans right before the slim look was abou.
Million Dollar Round Table (MDRT)
OCTOBER 3, 2022
By James S. Aussem, J.D., AEP Succession planning sometimes requires business owners to make hard decisions. If something were to happen to them and they became permanently unable to perform their duties, should they tell the family to sell the business? Should they have the family hire a replacement CEO as soon as possible? Are the existing management players sufficient to perpetuate the enterprise, or aren’t they?
The Big Picture
OCTOBER 6, 2022
My morning train WFH reads: • Is the Era of Low Interest Rates Over? There were fundamental reasons interest rates were so low three years ago. Those fundamentals haven’t changed; if anything, they’ve gotten stronger. So it’s hard to understand why, once the dust from the fight against inflation has settled, we won’t go back to a very-low-rate world. ( New York Times ). • What to Buy?
Financial Times M&A
OCTOBER 4, 2022
Tesla boss puts original offer back on table just days before trial but the social media group’s lawyers are wary
Financial Times: Moral Money
OCTOBER 3, 2022
World’s largest asset manager has come under fire for its stakes in large companies and ESG strategy
Million Dollar Round Table (MDRT)
OCTOBER 6, 2022
By Cynthia Kane How we talk to ourselves dictates how we show up and interact with others. So, when we spiral and indulge in negative self-talk, we block our growth, creativity and, ultimately, greater levels of success. If we’re feeding ourselves a diet of negative self-talk, we’re creating an environment of suffering. This can happen when we say things to ourselves such as.
The Big Picture
OCTOBER 7, 2022
My end-of-week morning train WFH reads: • The best way to solve a labor shortage is with labor : In July we added a 1/2 million jobs on net, wages rose briskly and the unemployment rate fell to its 50-year low. That’s a sign of progress. ( Stay-At-Home Macro ). • The Market’s Peak Inflation Story Fights the Fed : There’s no sign the Fed will change its mind and agree that rates should come down again next year ( Wall Street Journal ) see also The Fed Might Just Break the Global Economy : T
Financial Times M&A
OCTOBER 6, 2022
Billionaire asks judge to stop legal proceedings while he and social media company hash out how to close transaction
Expert insights. Personalized for you.
145 
Let's personalize your content