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 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.
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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?
A Wealth of Common Sense
SEPTEMBER 1, 2022
A reader asks: Recently my father passed away leaving roughly $150k to me as an inheritance and I’m trying to figure out if I should save or invest it. I’m 26 years old and served 4 years as an army officer. I will be separating honorably soon where I’ll go back to school and may need to access these funds. I also may use them to buy a future house or get married.
The Big Picture
SEPTEMBER 2, 2022
First Half 2022, NBER Edition. The debate between the official NBER determination of a recession and the 2Qs approach has been endlessly discussed. Rather than spill more pixels on this, I will instead direct you to the Menzie Chin chart above (hat tip Invictus ). You can see why the NBER does not rely on GDP (pink line) alone; GDP was slightly negative, while Manufacturing and Trade Sales were more negative.
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.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Walkner Condon Financial Advisors
SEPTEMBER 2, 2022
There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. However, there is one account that we haven’t covered before and doesn’t get a lot of attention when considering the alphabet soup of account types – an ABLE account. And while ABLE accounts can be a bit more complex for Wisconsin residents, they offer significant tax benefits for individuals with disabilities and their families.
The Big Picture
AUGUST 31, 2022
My mid-week morning train WFH reads: • Who Holds the Student Loan Debt? Most individuals see a return on their student loans in the form of a higher paying career. ( Of Dollars And Data ) see also Debt Babies : Make repayment of all student loans (assumed to the current year only) 100% tax deductible, and retroactively — at least in some part — for people who already paid.
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.
Covisum
SEPTEMBER 2, 2022
Roth conversions are a great way to ensure clients aren't hit with a hefty tax bill in retirement ; however, sometimes, clients don't have any non-qualified or non-IRA money to pay the immediate taxes on the conversion. So, are Roth conversions still a smart tax strategy for those situations? Absolutely!
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.
The Big Picture
SEPTEMBER 2, 2022
The unofficial end of Summer is here. Labor Day may just be a 3 (or 4) day weekend to you but in the rosy glow of nostalgia, it marked when the freedom of Summer came to a bittersweet close, and the regimented structure of school soon followed. As investors, we understand the impact of seasonality (overstated though it may be) and the return of participants to the market in full. we see this in liquidity and flows as well as more people in the office and the city (though who knows what the post-
Integrity Financial Planning
AUGUST 28, 2022
Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades? You’ve worked hard for your money and likely want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly mistakes are all too easy to make. Understand the basics first, and then create an estate plan.
A Wealth of Common Sense
AUGUST 30, 2022
Fed Chair Jerome Powell is serious about bringing down inflation: Restoring price stability will take some time and requires using our tools forcefully to bring demand and supply into better balance. Reducing inflation is likely to require a sustained period of below-trend growth. Moreover, there will very likely be some softening of labor market conditions.
Million Dollar Round Table (MDRT)
AUGUST 30, 2022
By Matt Pais, MDRT Content Specialist With seven advisors and six support staff in the office, Carrie Rae Mullins recognizes how essential it is to get some space – away from client meetings, operations questions and more – for strategic planning. So since 2019 the three-year MDRT member from Tigard, Oregon, USA, and her business partner, Sara, have spent two days twice a year at a resort or hotel, utilizing a pre-made agenda and accomplishing as much as possible in their window of time.
The Big Picture
SEPTEMBER 2, 2022
The Cadillac Series 40-62 was produced by Cadillac from 1940 through 1964. It was used to introduce the Cadillac Coupe de Ville (and Eldorado) which started out as special appearance packages that were later placed into production. The post-war United States had seen a long run of economic expansion, with the expansion of suburbia and a build-out of the US highway system.
Elevating Your Business
SEPTEMBER 2, 2022
Your mindset is an extremely important aspect of your business. The excerpt below is called Desire and is from Think and Grow Rich Action Plan by Napoleon Hill. …desiring riches with a state of mind that becomes an obsession, then planning definite ways to acquire those rights through goal setting and backing those plans with. The post Mindset and the Importance of Desire In Business appeared first on Female Financial Advisor Coach.
A Wealth of Common Sense
AUGUST 29, 2022
There were a lot of predictions at the outset of the pandemic about how the world would be changed forever. Some were kind of right. Others were very wrong. So it goes with these things. The one that never made sense to me is how colleges were going to get disrupted by online classes once students saw how pointless it was to go to class. If anything, the pandemic proved how necessary it is for young people to interact wit.
Million Dollar Round Table (MDRT)
SEPTEMBER 2, 2022
By Adam Thomas Rex, CFP, AIF When we think about gifts for clients, we notice there is a tendency toward repetition: “Hey, this is exactly what their dentist is doing for them.” We have been on a mission to come up with unique ideas of how we connect with our clients from a gift standpoint. T here is a lot associated with it, such as understanding that there are certain amounts of gifts you’re allowed to give before it has to be reported and the importance of keeping a gift log.
The Big Picture
AUGUST 27, 2022
This week, we speak with Eric Balchunas , a senior ETF analyst at Bloomberg who has more than a decade of experience working with ETF data, designing new functions and writing ETF research for the Bloomberg Terminal. Balchunas also contributes articles, feature stories and blog posts on ETFs for Bloomberg.com and appears each week on Bloomberg TV and Bloomberg Radio to discuss ETFs.
Financial Times: Moral Money
AUGUST 29, 2022
Environmental, social and governance criteria are back on the agenda — despite rising energy prices, climate change and global conflict
XY Planning Network
AUGUST 29, 2022
7 MIN READ. Coming out of 2021, we’ve all felt a little alone in our work. Some of us may have returned to a hybrid or fully in-person office setting. Others may still be working from a home office. Whatever your preference, we are here to get you re:engaged with your community at #XYPNLIVE 2022 so that you can continue to re:imagine the industry. XY Planning Network set out to do just that exact thing 8 years ago—re:define traditional financial planning and take it to the next level.
Million Dollar Round Table (MDRT)
AUGUST 28, 2022
By Bryce Sanders The word “influencer” means different things to different people. This is even more true based on your age. Younger people might associate “influencer” with social media and someone with lots of followers. Add a few years of age, and other people think of influencers as those who are often asked for advice on a 1:1 basis. Let’s stick with the individuals often asked for face-to-face advice. 1.
A Wealth of Common Sense
AUGUST 29, 2022
Today’s Animal Spirits is brought to you by KraneShares ETFs: We had Brendan Ahern, CIO of Kraneshares on the show to give us an update on China and a deep dive into the KraneShares Bosera MSCI China Index. On today’s show we discuss: An update on what’s happening with China China’s performance vs the rest of the world China’s crackdown on tech companies Chinese listing issues with the US Listen h.
Financial Times M&A
AUGUST 29, 2022
Conservative leadership rivals should not indulge in the ‘pseudo-patriotic hysteria’ over takeovers
Financial Times: Moral Money
AUGUST 31, 2022
The MAGA, Vice and BAD ETFs would be impacted by ESG Funds and Names Rule changes, if adopted
The Big Picture
AUGUST 31, 2022
A further discussion of last week’s Tales from the Dark Side. It Should Be Easy to Get Affordable Financial Advice: Ritholtz. Source: Bloomberg , August 30th, 2022. Previously : Tales from the Dark Side (August 26, 2022). The post Video: Tales from the Dark Side appeared first on The Big Picture.
A Wealth of Common Sense
AUGUST 31, 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: A Wealth of Common Sense on student loan forgiveness Powells speech Laid-off workers quickly find jobs Want a lower mortgage rate? Take someone else’s loan NVDA earnings DLTR earnings TOL earnings Record sale for Mickey Mantle card Rich p.
Financial Times M&A
SEPTEMBER 1, 2022
Buyout of Canadian miner will give Anglo-Australian group greater control over Mongolia’s Oyu Tolgoi copper mine
Financial Times: Moral Money
AUGUST 31, 2022
Inspire Investing chief says environmental, social and governance strategies have been ‘weaponised’
Steve Sanduski
AUGUST 31, 2022
In a Nutshell: If you’ve been thinking about adding a financial advisor podcast to your digital marketing plan, what’s stopping you? The barriers to entry are low. You can easily learn a couple new tech skills and outsource the rest. And once you get over those initial jitters and refine your format, you’ll find your voice, a wealth of content you can repurpose, and a personal way connect to clients and prospects.
Investment Writing
AUGUST 29, 2022
Can you spot what’s wrong in the image below? Please post your answer as a comment. This is an example of why you can’t rely on spell-checking software to catch your mistakes. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for August 29: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
Financial Times M&A
AUGUST 30, 2022
Billionaire says allegations by ex-security chief, if true, breach several aspects of merger agreement
Financial Times: Moral Money
SEPTEMBER 2, 2022
If we do not disentangle the industry’s dual meanings, it will not progress
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