Calculated Risk
FEBRUARY 23, 2023
The DOL reported : In the week ending February 18, the advance figure for seasonally adjusted initial claims was 192,000 , a decrease of 3,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 194,000 to 195,000. The 4-week moving average was 191,250, an increase of 1,500 from the previous week's revised average.
Wealth Management
FEBRUARY 23, 2023
Real estate investors face dual imperatives: to produce returns and to advance the low-carbon transition.
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Calculated Risk
FEBRUARY 23, 2023
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from economist Jiayi Xu: Weekly Housing Trends View — Data Week Ending Feb 18, 2023 • Active inventory growth continued to climb with for-sale homes up 67% above one year ago. Inventories of for-sale homes rose again, on par with the yearly gains we saw last week.
Wealth Management
FEBRUARY 23, 2023
The new, on-demand learning platform is based on the work of Dr. Daniel Crosby, the wealthtech company’s chief behavioral officer.
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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
Abnormal Returns
FEBRUARY 23, 2023
Markets Higher for longer, has put pressure on bond yields in February. (morningstar.com) It's easy to forget how bad 2022 was for retirement account investors. (cnbc.com) Strategy Not everyone is giving up on the crypto markets. (wsj.com) Why you are unlikely to profit off the next big thematic investment theme. (savantwealth.com) Housing Conor Sen, "Why would anyone want to pay off a $300,000 loan at 3% when they can invest essentially risk-free at 5% or more?
Wealth Management
FEBRUARY 23, 2023
The buildings — in San Francisco, New York, Boston and Jersey City, New Jersey — are owned by Columbia Property Trust.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
FEBRUARY 23, 2023
A conversation with Michael Nathanson, CEO and Chair, The Colony Group.
Calculated Risk
FEBRUARY 23, 2023
From CoStar: STR: Weekly US Hotel Occupancy Eclipses 60%, the First Time Since Mid-November U.S. hotel performance increased from the previous week, according to STR‘s latest data through Feb. 18. Feb. 12-18, 2023 (percentage change from comparable week in 2019*): • Occupancy: 60.8% (-5.5%) • Average daily rate (ADR): $156.10 (+19.5%) • Revenue per available room (RevPAR): $94.94 (+12.9%) *Due to the pandemic impact, STR is measuring recovery against comparable time periods from 2019.
Wealth Management
FEBRUARY 23, 2023
A new WMIQ study on retirement planning, conducted in collaboration with annuity provider Midland Advisory, found more than 3/4 of potential clients feel it’s important for advisors to be fiduciaries and nearly 2/3 prioritize retirement expertise.
Calculated Risk
FEBRUARY 23, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Personal Income and Outlays for January. The consensus is for a 0.9% increase in personal income, and for a 1.3% increase in personal spending. And for the Core PCE price index to increase 0.4%. PCE prices are expected to be up 4.9% YoY, and core PCE prices up 4.3% YoY. • At 10:00 AM, New Home Sales for January from the Census Bureau.
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.
Wealth Management
FEBRUARY 23, 2023
Plan4Life's Elder Planning Specialist Program can help reps deal with the array of issues facing elderly investors, from Medicare planning to long-term care needs.
The Big Picture
FEBRUARY 23, 2023
Today I had some fun recording portfolio rescue with Ben and Duncan the whole thing is worth watching (I pop in around the 17-minute mark). We talk a bit about real estate and what the 70 million retiring boomers will do to the markets. Both questions are a fascinating reveal of how a common understanding of complex subjects barely scratches the surface of the rich complexities that lay beneath.
Wealth Management
FEBRUARY 23, 2023
Be careful of suffocating the freedom of your employees to be themselves and bring their full selves to work.
Calculated Risk
FEBRUARY 23, 2023
From the BEA: Gross Domestic Product, Fourth Quarter and Year 2022 (Second Estimate) Real gross domestic product (GDP) increased at an annual rate of 2.7 percent in the fourth quarter of 2022 , according to the "second" estimate released by the Bureau of Economic Analysis. In the third quarter, real GDP increased 3.2 percent. The GDP estimate released today is based on more complete source data than were available for the "advance" estimate issued last month.
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.
Wealth Management
FEBRUARY 23, 2023
Bisnow looks at the implications of the Western drought on the CRE market. Google is asking employees to share desks as it downsizes its office footprint, reports CNBC. These are among today’s must reads from around the commercial real estate industry.
A Wealth of Common Sense
FEBRUARY 23, 2023
A reader asks: I am in my mid-40s and have been running my own RRSP (Canadian 401k) for a while now. I have almost no exposure to bonds. I ran it by an advisor and her reply was why would you want bonds? They had been paying next to nothing for years. They don’t seem to even go up when stocks are going down. I can see her point. Instead of bonds I have been buying ETFs with a covered call component for what would be the.
Wealth Management
FEBRUARY 23, 2023
Are your clients seeking tax-advantaged retirement solutions? There’s one that many advisors often overlook — and which can deliver the higher retirement income many clients prefer.
MarketWatch
FEBRUARY 23, 2023
Lucid Group Inc. LCID stock fell 18% on Thursday, a day after the electric-vehicle maker reported a narrower quarterly loss but sales that were below Wall Street’s expectations. The stock was on pace for its largest one-day percentage decrease since Dec. 9, 2021, when it fell 18.3%. Lucid late Wednesday also reported fewer reservations for its EVs than in previous quarters.
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.
Wealth Management
FEBRUARY 23, 2023
The chief brand officer of Elements discusses how they provides advisors a way to capture vital client data to present a holistic picture of their financial life.
Million Dollar Round Table (MDRT)
FEBRUARY 23, 2023
By Matt Pais, MDRT Content Specialist With all the work advisors do for their clients’ financial health, it can be easy to overlook their own needs. This includes MDRT Past President Brian D. Heckert, CLU, ChFC , a 35-year member from Nashville, Illinois. Earlier in his career, thanks to his professional success, he accumulated other businesses including a car wash and multiple shoe stores.
Wealth Management
FEBRUARY 23, 2023
A Securities and Exchange Commission proposal to overhaul how mutual-fund shares are priced has provoked fierce opposition.
MarketWatch
FEBRUARY 23, 2023
Justice Department officials on Thursday said Alphabet Inc.’s GOOGLGOOG Google destroyed evidence related to an antitrust lawsuit that looks at how the company maintained its internet search dominance. The government asked a federal judge to sanction Google for its former practice of setting employee chats to auto-delete despite the company having told the court it would preserve records required for litigation, according to a report in the Wall Street Journal.
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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.
Wealth Management
FEBRUARY 23, 2023
Demand for information storage is supporting the company’s investments in digital infrastructure.
Clever Girl Finance
FEBRUARY 23, 2023
Everyone knows that college is expensive. And scholarships for black women can be helpful when you want to avoid debt or if paying for college would be a challenge. Scholarships are essentially free money that you don't have to pay back. When you don't have to pay out of pocket or take out student loans, you're free to focus on your studies and future career.
Indigo Marketing Agency
FEBRUARY 23, 2023
If you’ve been with Indigo for a while, you may have noticed our logo update and website refresh. We may have a new look, but we are still offering the same great custom content solutions and personalized marketing strategies. In fact, we have even taken this time to expand our services into branding refreshes, logo designs, and updated website copy.
MarketWatch
FEBRUARY 23, 2023
Exxon Mobil Corp. XOM disclosed in its 2022 annual report that it had 62,300 employees at the end of last year, to mark a third-straight year that the oil giant’s workforce has been reduced. After having 74,900 employees at the end of 2019, a sharp drop in oil prices to start 2020 as the COVID-19 pandemic took hold, led to a 2,900 reduction to 72,000 employees at the end of 2020, and then a 9,000 decline to 63,000 employees at the end of 2021, before another 700 jobs were cut in 2022.
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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?
Advisor Perspectives
FEBRUARY 23, 2023
The latest price of home heating oil nationwide is $4.27, down 12 cents WoW and up 31 cents YoY.
MarketWatch
FEBRUARY 23, 2023
Humana Inc. HUM said Thursday it has decided to exit the Employer Group Commercial Medical Products business, which includes fully insured, self-funded and Federal Employee Health Benefit medical plans and rewards programs. “The company remains committed to the long-term growth of its core Insurance lines of business, including Medicare Advantage, Group Medicare, Medicare Supplement, Medicare Prescription Drug Plans, Medicaid, Military and Specialty (Dental, Vision, Life, etc.), as well as its C
Conneqtor
FEBRUARY 23, 2023
As a financial advisor, you’re responsible for helping your clients manage their money, everything from educated investment decisions to insurance and planning for milestones like retirement. But in order to succeed in this competitive industry, you need to have a solid understanding of marketing as well, so that you can effectively promote your services.
MarketWatch
FEBRUARY 23, 2023
Shares of Nikola Corp. NKLA climbed 1.7% in premarket trading Thursday, after the electric vehicle maker reported a narrower-than-expected loss but revenue that fell well short of forecasts. Net losses widened to $222.1 million, or 46 cents a share, from $90.9 million, or 39 cents a share, in the year-ago period. Excluding nonrecurring items, adjusted per-share losses widened to 37 cents from 23 cents, beating the FactSet loss consensus of 43 cents.
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