Advisor Perspectives

DECEMBER 21, 2023

As is our custom, we conclude the year by reflecting on the 10 most-read practice management articles over the past 12 months. Tomorrow, we will highlight the 10 best articles you probably missed.

Management 52

Management 52

Calculated Risk

APRIL 13, 2024

At the Calculated Risk Real Estate Newsletter this week: • Current State of the Housing Market; Overview for mid-April 2024 • Part 2: Current State of the Housing Market; Overview for mid-April 2024 • 2nd Look at Local Housing Markets in March • An Update on the House Price Battle Royale: Low Inventory vs Affordability • 1st Look at Local Housing Markets (..)

Marketing 96

Marketing Marketing 96

Validea

DECEMBER 21, 2022

As we head into year end, we wanted to share some of the articles that our readers found most interesting. Here are our five most read articles of 2022. Justin Carbonneau looked at some of them in this article he wrote in the middle of the year. So I try to periodically write articles to challenge myself. Bonds were down.

Investing 59

Investing Investments CFP Portfolio 59

Advisor Perspectives

DECEMBER 23, 2022

Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read investment, planning and practice management articles over the last two days. Below are another 10 that you might have missed, but I believe merit reading.

Investment Planning 52

Investment Planning Planning Management Investing 52

Advisor Perspectives

DECEMBER 23, 2022

As is our custom, we conclude the year by reflecting on the 10 most-read investment and planning articles over the past 12 months. Tomorrow, we will highlight the 10 most-read practice management articles.

Investing 59

Investing Investments Planning Management 59

eMoney Advisor

DECEMBER 14, 2022

If you’re a financial advisor struggling to figure out how to grow your audience on LinkedIn, or you’d like to improve the content you’re putting out on social media forums, this article has solid suggestions. Financial Planning KPIs Your Firm Should Be Tracking. What gets measured gets managed, right?

Financial Planner 78

Financial Planner Financial Planning Retirement Clients 78

Elevating Your Business

JUNE 17, 2022

I was recently quoted in an article published online and offline from Investors Business Daily. Here's the entire article Comment Below As a planner, how did you change your planning process to make it more client friendly? As a consumer, what would you like your planner to do differently? financial planning, #change, #planning.

Financial Planning 52

Financial Planning Clients Planning Financial Advisor 52

Advisor Perspectives

DECEMBER 23, 2022

As is our custom, we conclude the year by reflecting on the 10 most-read practice management articles over the past 12 months. Tomorrow, we will highlight the 10 best articles you probably missed.

Management 52

Management 52

Ballast Advisors

OCTOBER 6, 2023

Claim the Home Energy Audit Tax Credit: IRS Guidance Explained 7 Tips to Navigate Healthcare Over 65 What’s Happening in the World of Higher Education?

Financial Planning 52

Financial Planning Planning Financial Planner Healthcare 52

Calculated Risk

OCTOBER 2, 2022

At the Calculated Risk Real Estate Newsletter this week: • Goldman Sees US House Prices Falling 5% to 10% • Case-Shiller: National House Price Index "Continued its Deceleration" to 15.8%

Sales 97

Sales Marketing Marketing 97

Calculated Risk

SEPTEMBER 18, 2022

At the Calculated Risk Real Estate Newsletter this week: • Current State of the Housing Market • 2nd Look at Local Housing Markets in August • Mortgage Equity Withdrawal Still Strong in Q2 • Q2 Update: Delinquencies, Foreclosures and REO • California Home Sales off 24% YoY in August, Prices Up Only 1.4%

Sales 98

Sales Marketing Marketing 98

Calculated Risk

SEPTEMBER 10, 2022

At the Calculated Risk Real Estate Newsletter this week: • 1st Look at Local Housing Markets in August • Homebuilder Comments in August: Increased Incentives Helping Sales • Black Knight Mortgage Monitor: "Total market leverage was just 42% of mortgaged homes’ values, the lowest on record" • Lawler: Are “National” Home Prices Already Falling? •

Sales 96

Sales Marketing Marketing 96

Calculated Risk

AUGUST 27, 2022

At the Calculated Risk Real Estate Newsletter this week: • New Home Sales Decrease Sharply, Record Months of Unsold Inventory Under Construction • The Sellers Strike and Housing Inventory • Update: Housing Completions will Increase Sharply in Late 2022 and Early 2023 • Final Look at Local Housing Markets in July • Black Knight: Median House Prices (..)

Sales 97

Sales Marketing Marketing 97

Calculated Risk

JULY 30, 2022

At the Calculated Risk Real Estate Newsletter this week: • New Home Sales Decrease Sharply, Record Months of Unsold Inventory Under Construction • Case-Shiller National Index up 19.7% Year-over-year in May • Will Housing Inventory Follow the Normal Seasonal Pattern?

Sales 98

Sales Marketing Marketing 98

Random Roger's Retirement Planning

FEBRUARY 24, 2024

Jack Hough's Streetwise Column in Barron's took an interesting turn this week. He said that all any investors need is a stock index fund, probably just an S&P 500 fund and a bond fund. Maybe a little into an international fund but you don't need emerging markets. Forget about 'em. Commodities? Thematic funds? Get outta here with that.

Math 70

Math Portfolio Marketing Marketing 70

Advisor Perspectives

DECEMBER 29, 2023

From the banking crisis to the U.S. debt-ceiling saga, from inflation concerns to recession fears, from soaring bond yields to slowing consumer spending, 2023 had no shortage of issues for investors to worry about.

Banking 52

Banking 52

Calculated Risk

MARCH 16, 2024

At the Calculated Risk Real Estate Newsletter this week: • Part 1: Current State of the Housing Market; Overview for mid-March 2024 • Part 2: Current State of the Housing Market; Overview for mid-March 2024 • Q4 Update: Delinquencies, Foreclosures and REO • 3rd Look at Local Housing Markets in February • Lawler: Rent Trends at some Large Holders of (..)

Marketing 57

Marketing Marketing 57

Indigo Marketing Agency

AUGUST 25, 2021

Did you know guest expert articles are one of the best ways to get out in front of prospects and gain more clients as a financial advisor? We then wrote the article for the advisor, and wrapped it up by putting the article on the advisor’s site along with the attorney’s contact information and credentials.

Clients 52

Clients Financial Advisor Estate Planning Planning 52

Nerd's Eye View

APRIL 5, 2024

Also in industry news this week: The SEC has penalized 2 firms for false and misleading claims related to their use of Artificial Intelligence (AI), signaling the regulator's interest in advisers' "AI-washing" practices A research report suggests that fee-only RIAs with strong organic growth and enhanced service offerings for their clients are likely (..)

Financial Planner 240

Financial Planner Fee Only Clients Investing 240

Calculated Risk

SEPTEMBER 25, 2022

At the Calculated Risk Real Estate Newsletter this week: • August Housing Starts: Record Number of Housing Units Under Construction • NAR: Existing-Home Sales Decreased Slightly to 4.80

Numbers 97

Numbers Sales Marketing Marketing 97

Investment Writing

JUNE 14, 2022

If reviewers have mainly made line edits to an article, you can send the piece to your editor. The post When to send an article to the expert, not an editor appeared first on Susan Weiner Investment Writing. Then it’s a judgment call whether expert knowledge is required to implement the reviewer’s request. When to send to the editor.

Clients 52

Clients Investing Investments Marketing 52

Calculated Risk

MARCH 11, 2023

At the Calculated Risk Real Estate Newsletter this week: • Pandemic Economics, Housing and Monetary Policy: Part I • Black Knight Mortgage Monitor: Home Prices Declined in January, "on pace to fall below 0% by March/April" • 1st Look at Local Housing Markets in February • "Home ATM" is Closing This is usually published 4 to 6 times a week and provides (..)

Economics 95

Economics Marketing Marketing 95

Calculated Risk

FEBRUARY 10, 2024

At the Calculated Risk Real Estate Newsletter this week: • Lawler: Update on Mortgage Rates and Spreads • MBA: Mortgage Delinquencies Increase in Q4 2023 • 1st Look at Local Housing Markets in January • ICE (Black Knight) Mortgage Monitor: "Positive Signs in Housing, Mortgage Markets" This is usually published 4 to 6 times a week and provides more (..)

Marketing 57

Marketing Marketing 57

Calculated Risk

MARCH 25, 2023

At the Calculated Risk Real Estate Newsletter this week: • NAR: Existing-Home Sales Increased to 4.58 million SAAR in February; Median Prices Declined YoY • New Home Sales at 640,000 Annual Rate in February • Final Look at Local Housing Markets in February • House Prices: Rust or Bust?

Sales 103

Sales Marketing Marketing 103

Calculated Risk

AUGUST 12, 2023

At the Calculated Risk Real Estate Newsletter this week: • The Long-Term Housing and Population Shift • Part 1: Current State of the Housing Market; Overview for mid-August • 1st Look at Local Housing Markets in July • Black Knight Mortgage Monitor: Home Prices Increased Month-to-month to New Record High in June • Atlanta Fed: Home Ownership Affordability (..)

Marketing 94

Marketing Marketing 94

Nerd's Eye View

MARCH 22, 2024

Also in industry news this week: A recent survey suggests that advisors who best understand their prospects' and clients' unique needs and communicate their value and fees clearly could be best positioned to win and retain clients Why a dearth of advisor talent could spur additional M&A activity and 'poaching', and what firms can do to attract (..)

Financial Planner 224

Financial Planner Communication Electronics Retirement 224

Calculated Risk

MARCH 2, 2024

At the Calculated Risk Real Estate Newsletter this week: • New Home Sales at 661,000 Annual Rate in January • Case-Shiller: National House Price Index Up 5.5% Year-over-year • Final Look at Local Housing Markets in January This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

Sales 73

Sales Marketing Marketing 73

Nerd's Eye View

APRIL 12, 2024

Also in industry news this week: A recent study indicates that advisors charging clients on a monthly subscription basis hiked their fees by an average of 6% in 2023, raising the salience of how advisors can most effectively communicate fee increases to clients A survey suggests that while financial advisors are increasingly aware of Artificial Intelligence (..)

Financial Planner 190

Financial Planner Recruitment Insurance Financial Advisor 190

Calculated Risk

APRIL 29, 2023

At the Calculated Risk Real Estate Newsletter this week: • Case-Shiller: National House Price Index "Declines Moderated" to 2.0% year-over-year increase in February • New Home Sales Increase to 683,000 Annual Rate in March • Inflation Adjusted House Prices 4.6%

Sales 101

Sales Marketing Marketing 101

Calculated Risk

APRIL 22, 2023

At the Calculated Risk Real Estate Newsletter this week: • NAR: Existing-Home Sales Decreased to 4.44 million SAAR in March; Median Prices Declined 0.9% YoY This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

Sales 101

Sales Marketing Marketing 101

Calculated Risk

MARCH 9, 2024

At the Calculated Risk Real Estate Newsletter this week: • The "Home ATM" Closed in Q4 • Inflation Adjusted House Prices 2.4% Below Peak Price-to-rent index is 7.3%

Marketing 62

Marketing Marketing 62

Calculated Risk

JANUARY 27, 2024

At the Calculated Risk Real Estate Newsletter this week: • New Home Sales increase to 664,000 Annual Rate in December • NMHC: "Apartment Market Continues to Loosen" • 1.54

Sales 67

Sales Manufacturing Marketing Marketing 67

Calculated Risk

MAY 20, 2023

At the Calculated Risk Real Estate Newsletter this week: • April Housing Starts: Near Record Multi-Family Under Construction • NAR: Existing-Home Sales Decreased to 4.28 million SAAR in April; Median Prices Declined 1.7%

Sales 84

Sales Numbers Marketing Marketing 84