Calculated Risk

DECEMBER 21, 2022

From the NAR: Existing-Home Sales Dipped 7.7% in November Existing-home sales declined for the tenth month in a row in November, according to the National Association of REALTORS®. All four major U.S. regions recorded month-over-month and year-over-year declines. Total existing-home sales – completed transactions that include single-family homes, townhomes, condominiums and co-ops – waned 7.7% from October to a seasonally adjusted annual rate of 4.09 million in November.

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Sales 362

Wealth Management

DECEMBER 21, 2022

With property fundamentals in their best shape in quite some time and attractive cap rates, some investors are looking to put their money into shopping and power centers.

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Calculated Risk

DECEMBER 21, 2022

Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 4.09 million SAAR in November Excerpt: On prices, the NAR reported : The median existing-home price for all housing types in November was $370,700, an increase of 3.5% from November 2021 ($358,200), as prices rose in all regions. This marks 129 consecutive months of year-over-year increases, the longest-running streak on record.

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Sales 241

Wealth Management

DECEMBER 21, 2022

There are some signs of relief that may set up savers for higher future returns, particularly in the bond market.

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Marketing Marketing 288

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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

Calculated Risk

DECEMBER 21, 2022

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for 225 thousand initial claims, up from 211 thousand last week. • Also at 8:30 AM, Gross Domestic Product, 3rd quarter 2022 (Third estimate). The consensus is for real GDP at 2.9% annualized, unchanged from the second estimate of 2.9%. • Also at 8:30 AM, Chicago Fed National Activity Index for November.

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Manufacturing 235

Wealth Management

DECEMBER 21, 2022

Farmland prices in the Midwest, the nation’s breadbasket, jumped 20 percent just in the third quarter from a year earlier—bucking a downturn in the residential real estate market, according to data from the Federal Reserve Bank of Chicago and the National Association of Realtors. That was the 11th consecutive quarter of gains, the longest streak since 2014.

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Banking Marketing Marketing 278

Wealth Management

DECEMBER 21, 2022

Oil, gas and energy ETFs posted the best returns in 2022.

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The Big Picture

DECEMBER 21, 2022

Ritholtz Wealth Management Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, discusses the Fed’s rate hikes and market reaction. Powell Should Declare Victory: Ritholtz. Source: Bloomberg , December 20th, 2022. The post Powell Should Declare Victory & Go Home appeared first on The Big Picture.

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Wealth Management Management Marketing Marketing 174

Wealth Management

DECEMBER 21, 2022

What are the tax implications?

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Taxes 264

Calculated Risk

DECEMBER 21, 2022

From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey — Mortgage applications increased 0.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending December 16, 2022. The Refinance Index increased 6 percent from the previous week and was 85 percent lower than the same week one year ago.

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Marketing Marketing 173

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

DECEMBER 21, 2022

Most firms believe the M&A market will cool in the coming year, but have high expectations for their own growth.

Marketing 264

Marketing Marketing 264

Mish Talk

DECEMBER 21, 2022

Existing home sales from the National Association of Realtors via St. Louis Fed. Frozen Market The National Association of Realtors (NAR) reports Existing-Home Sales Slumped 7.7% in November "In essence, the residential real estate market was frozen in November, resembling the sales activity seen during the COVID-19 economic lockdowns in 2020, " said NAR Chief Economist Lawrence Yun.

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Sales Economics Retail Economy 167

Wealth Management

DECEMBER 21, 2022

Lisa Crafford details the best practices to hire young talent as well as train existing employees for future leadership.

Wealth Management 264

Wealth Management Management 264

Pragmatic Capitalism

DECEMBER 21, 2022

By the age of 30 I was financially independent. My business was self sustaining, I enjoyed my work immensely and no one could tell me what to do.

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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

DECEMBER 21, 2022

Regulators have had a busy year chasing after financial scammers — and there’s a lot more work to do.

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The Reformed Broker

DECEMBER 21, 2022

Investors should be positioning on expectations, not shocking news, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.

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Wealth Management

DECEMBER 21, 2022

This is how you should shoot video.

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Calculated Risk

DECEMBER 21, 2022

Earlier, in the CalculatedRisk Real Estate Newsletter on Existing-Home Sales for November , I mentioned that the median price was down more than normal seasonally. Here is a table of the seasonal pattern over the last several years. Seasonally prices typically peak in June (closed sales for contracts signed mostly in April and May). And seasonally prices bottom in January (contracts signed in November and December).

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Sales 130

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

DECEMBER 21, 2022

The Savant Wealth Management CEO details the firm's growth strategy and its objective to extend advice to millions of new investors.

Wealth Management 246

Wealth Management Management 246

Clever Girl Finance

DECEMBER 21, 2022

There are two basic ways to make money. The first is the traditional way: getting out of bed in the morning and going to work for it. But the second way, using the best passive income streams, is a lot more fun because it means you get to earn money while you're sleeping, reading a book, in the middle of a lake on your kayak, or anywhere. Once you've got them set up, the best passive income ideas require little to no active effort from you.

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Advertising Accounting Investing Investments 111

Wealth Management

DECEMBER 21, 2022

By listening to these new voices, we’re reversing the tables on mentorship, making it a two-way street, and learning from our youth.

Management 246

Management 246

Clever Girl Finance

DECEMBER 21, 2022

Do you want to develop new habits that will help you improve your health, productivity, finances, or something else? If so, you’re not alone , and 30-day challenges can help. But if you’ve ever tried to implement a new habit – such as going to the gym 3 days a week, meditating for 5 minutes a day, sticking to a budget, or even flossing your teeth every night – and failed, you know that implementing a new habit is easier said than done.

Media 98

Media Planning Budgeting Food 98

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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

DECEMBER 21, 2022

From intro to announcement, the transition to Kestra’s RIA acquirer was surprisingly easy, firm leaders said.

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246

BlueMind

DECEMBER 21, 2022

Category: Productivity Tips. Financial advisors, like most people, like to make last-minute New Year’s resolution. That’s because the New Year is seen as a chance to start fresh with strategies that will spur growth in their practice. But New Year’s resolutions are often infamous for being broken. Before the end of the first quarter, many resolutions fizzle and are forgotten and life returns to what it was.

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Financial Advisor Planning Clients Numbers 98

Wealth Management

DECEMBER 21, 2022

Research shows short sellers are informed market participants, and stocks with the highest lending fees for short sellers still earn abnormally low returns.

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Sales Marketing Marketing 244

Clever Girl Finance

DECEMBER 21, 2022

Weddings are these magical things that can turn dreams into reality. We dream of having our " Best Day Ever." However, this dream can have a hefty price tag, as the average wedding cost shows. You may be wondering, how much does it cost to get married? The average wedding price is about $27,000. For most of us, that's a lot of money! But don't worry, it's possible to have a fantastic wedding on a budget , too.

Budgeting 98

Budgeting Food Planning Communication 98

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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?

Sales

Wealth Management

DECEMBER 21, 2022

The CEO of Amplify ETFs and founder of Magoon Capital discusses where the ETF market is moving.

Marketing 244

Marketing Marketing 244

Advisor Perspectives

DECEMBER 21, 2022

Capital represents the resources and labor used to produce goods and services.

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98

Wealth Management

DECEMBER 21, 2022

The negotiations with Cineworld’s lenders are no longer continuing, AMC said in a US Securities and Exchange Commission filing Wednesday. There’s no assurance that AMC will resume the talks or that the parties could come to terms, the Leawood, Kansas-based company said.

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Commission 207

eMoney Advisor

DECEMBER 21, 2022

Goal-based financial planning entails setting and achieving individual financial goals based on a client’s aspirations, assets, and savings. Whereas cash flow-based financial planning involves a precise approach to meeting goals based on the money flowing into and out of a household every month. Goal-based planning is a good option when you don’t have all the client’s financial details, but they’re asking for help reaching specific individual goals, such as setting a bud

Financial Planning 76

Financial Planning Planning Budgeting Clients 76

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Accounting