Calculated Risk

NOVEMBER 26, 2024

Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Decrease Sharply to 610,000 Annual Rate in October Brief excerpt: Important: Sales in October were impacted by the hurricanes. The south region was down 27.7% year-over-year (“South” includes Florida, the Carolinas and Georgia - states hit hardest by hurricanes Helene and Milton). Excluding the South, sales were up about 8% year-over-year.

Sales 289

Sales 289

The Big Picture

NOVEMBER 26, 2024

 At the Money: Crypto Curious. November 26, 2024 Are you crypto-curious? Are you interested in owning some bitcoin, Ethereum, or other crypto-coins? How can investors get exposure to the space? Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets.

Investments 147

Investments Investing Assets Retail 147

Calculated Risk

NOVEMBER 26, 2024

S&P/Case-Shiller released the monthly Home Price Indices for September ("September" is a 3-month average of July, August and September closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Records 3.9% Annual Gain in September 2024 The S&P CoreLogic Case-Shiller U.S.

Assets 162

Assets 162

Wealth Management

NOVEMBER 26, 2024

The Virginia-based startup plans to use the new capital to pursue expansion plans, including platform development and adding engineers.

Financial Advisor 296

Financial Advisor Startup Engineering Planning 296

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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

Accounting

Calculated Risk

NOVEMBER 26, 2024

The ICE HPI is a repeat sales index. ICE reports the median price change of the repeat sales. From Intercontinental Exchange (ICE): • Home price growth edged slightly higher in October to +3.0% (from +2.

Numbers 147

Numbers Sales 147

Wealth Management

NOVEMBER 26, 2024

Morningstar published its 2025 investment outlook for financial advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc. These are among the investment must reads we found this week for wealth advisors.

Investments 290

Investments Investing Wealth Advisor Startup 290

Wealth Management

NOVEMBER 26, 2024

No single asset can promise complete security, but gold has a proven track record of maintaining its value in times of economic turbulence.

Economics 275

Economics Assets 275

A Wealth of Common Sense

NOVEMBER 26, 2024

I’m on vacation for Thanksgiving this week. Here’s one of the most popular posts on the blog from the past year. * I entered the workforce in 2005. That means I’ve been working in the investment business for 20 years now. The longer I’m in the money management business the more there is to learn but these are some of the things I’ve learned thus far: 1.

Management 128

Management Investing Investments Wealth Management 128

Wealth Management

NOVEMBER 26, 2024

A look at the asset managers who have raised the most capital for interval funds and tender offer funds this year.

Investments 268

Investments Investing Assets Management 268

Financial Symmetry

NOVEMBER 26, 2024

Early retirement has unique financial planning challenges, particularly regarding health insurance and tax strategies. For people who retire before age 65, the challenge of finding affordable and adequate health insurance adds another layer of complexity to their financial plans. The … Continued The post The Early Retiree’s Guide to Health Insurance with Grayson Blazek, Ep #229 appeared first on Financial Symmetry, Inc.

Insurance 67

Insurance Financial Planning Retirement Taxes 67

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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

Clients

Wealth Management

NOVEMBER 26, 2024

Bancreek Capital Advisors' Andrew Skatoff discusses he importance of sifting through data to remove noise while uncovering meaningful trends.

Investments 263

Investments Investing 263

Validea

NOVEMBER 26, 2024

The S&P 500 includes a select group of companies known as Dividend Aristocrats, distinguished by their remarkable commitment to shareholder returns. To earn this title, a company must raise its dividend payments every year for at least 25 years straight. Currently, fewer than 70 companies have achieved this milestone, spanning industries from healthcare to consumer goods to industrial manufacturing.

Healthcare 52

Healthcare Manufacturing Economics Investments 52

Wealth Management

NOVEMBER 26, 2024

The wealth channel needs a better understanding of alternative investments, and the media, asset managers and advisors themselves are all to blame.

Media 263

Media Marketing Marketing Assets 263

Your Richest Life

NOVEMBER 26, 2024

Once you hit middle age , it can be a bit challenging to navigate the next moves in your finances and career. Should you take a chance on a new job, or stick with your current position? Do you know when you want to retire? Are you saving enough for the retirement you want? Wherever you’re at with your plans, watch out for these common midlife money myths along the way: Midlife Money Myths #1: It’s too difficult to change careers Changing careers at any age can be intimidating, but the older yo

Retirement 52

Retirement Planning Fee Only Financial Planning 52

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

Management

Wealth Management

NOVEMBER 26, 2024

Jonathan Robbins will join the $8.2 billion firm as general counsel and chief compliance officer, while Michael Mignosi will become the firm’s new director of organic growth.

Compliance 263

Compliance 263

Midstream Marketing

NOVEMBER 26, 2024

Key Highlights Find out why marketing is important for RIAs in the current hard market. Learn smart ways to connect with RIAs, such as content marketing and digital strategies. Understand why following the rules is important in RIA marketing and read the best practices. Discover how personalization and AI can help you reach your target audience. Get answers to common questions about RIA marketing strategies and plans.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

Wealth Management

NOVEMBER 26, 2024

Incoming Chief Investment Officer Kate Moore will have “broad responsibilities” at the firm, according to Citi Wealth Head Andy Sieg.

Investing 263

Investing Investments 263

Calculated Risk

NOVEMBER 26, 2024

From the Fed: Minutes of the Federal Open Market Committee, November 6–7, 2024. Excerpt: In their discussion of financial stability, participants who commented noted vulnerabilities to the financial system that they assessed warranted monitoring. A couple of participants observed that the banking system was sound but that there continued to be potential risks associated with unrealized losses on bank assets.

Banking 124

Banking Economy Commission Economics 124

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

Numbers

Wealth Management

NOVEMBER 26, 2024

In the weeks leading up to November’s election, financial advisors were largely positive on the state of the economy and the stock market, according to the monthly Advisor Sentiment Index.

Economy 251

Economy Financial Advisor Marketing Marketing 251

Advisor Perspectives

NOVEMBER 26, 2024

As an advisor, you must recognize that you’re not simply in the financial advice business. First and foremost, you’re in the problem-solving business.

Financial Advice 116

Financial Advice 116

Wealth Management

NOVEMBER 26, 2024

While Ivy League universities and other elite schools raise prices, some less selective institutions are reducing costs in a bid to attract more students.

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249

Steve Sanduski

NOVEMBER 26, 2024

Guest: Melinda Bremley, Ph.D , a Partner at Chapman & Co. Leadership Institute. In a nutshell: Almost all effective leaders find a healthy balance between ego, confidence, and collaboration — both in themselves and in the talent they’re managing. But to stay in that high-performance zone, leaders need to have the emotional intelligence to relate to their people as people and the critical thinking skills to adapt to problems on the fly and keep their teams headed in the right dire

Financial Services 52

Financial Services Clients Management 52

Speaker: Erroll Amacker

Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.

Accounting

Wealth Management

NOVEMBER 26, 2024

Wealthstream's Michael Goodman describes his philosophy and approach behind managing a successful wealth advisory firm and serving clients with meaningful wealth and complex financial needs.

Clients 246

Clients Management 246

Advisor Perspectives

NOVEMBER 26, 2024

Take a moment to understand a few recent breakthroughs in medicine and explore a few ways to get actionable exposure to them with ETFs.

Medicine 75

Medicine 75

Wealth Management

NOVEMBER 26, 2024

The regulator said the ruling in the case concerning Utah-based brokerage Alpine Securities won’t affect day-to-day operations. However, those closely watching the case believe it could challenge FINRA’s legal foundation.

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246

Advisor Perspectives

NOVEMBER 26, 2024

The following are hypothetical examples of statements of overconfidence, excessive humility, and confident humility by financial advisors. As you read them, examine how you would react if any were said to you.

Financial Advisor 72

Financial Advisor 72

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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

Accounting

Wealth Management

NOVEMBER 26, 2024

Elevating HNW Client Service: Strategies for Success in Wealth Management

Wealth Management 241

Wealth Management Clients Management 241

Advisor Perspectives

NOVEMBER 26, 2024

As we look through our financial lens and reflect upon everything that has transpired in 2024, we have compiled a list of the top ten economic and market-oriented things that we are most grateful for this year.

Economics 64

Economics Marketing Marketing 64

Wealth Management

NOVEMBER 26, 2024

The profit outlook for the group is converging with the rest of the S&P 500, but their valuations are not.

Valuation 222

Valuation 222

Advisor Perspectives

NOVEMBER 26, 2024

As more women find themselves sandwiched between caring for their children and aging relatives, many struggle to balance their short-term responsibilities with their long-term financial plans.

Financial Planning 59

Financial Planning Planning 59

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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?

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