Wealth Management
DECEMBER 27, 2022
A strong start to 2022 marked by robust fundamentals and record levels of investment sales activity transitioned into a second half marked by uncertainty, leaving commercial real estate on unsteady footing heading into 2023.
Abnormal Returns
DECEMBER 27, 2022
Research A look at the trade-offs of rebalancing frequency. (corporate.vanguard.com) How trend following works during different market regimes. (quantpedia.com) Why ESG portfolios need to be optimized. (blogs.cfainstitute.org) A rave review for Eric Balchunas' book "The Bogle Effect." (alphaarchitect.com).
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Wealth Management
DECEMBER 27, 2022
Tuesday, January 31, 2023 | 2:00 PM ET
Calculated Risk
DECEMBER 27, 2022
Here is an interesting paper from San Francisco Fed economist Thomas Mertens Recession Prediction on the Clock Based on current data, recession probabilities are elevated according to the slope of the yield curve where they are 25 percentage points above the threshold for recession prediction at a 12-month horizon. For the jobless unemployment rate, they currently stand 16 percentage points below the threshold at a 6-month horizon and are thus still relatively low.
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Wealth Management
DECEMBER 27, 2022
Wednesday, January 25, 2023 | 2:00 PM ET
Calculated Risk
DECEMBER 27, 2022
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index "Continued to Decline" to 9.2% year-over-year increase in October Excerpt: Both the Case-Shiller House Price Index (HPI) and the Federal Housing Finance Agency (FHFA) HPI for October were released today. Here is a graph of the month-over-month (MoM) change in the Case-Shiller National Index Seasonally Adjusted (SA).
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Calculated Risk
DECEMBER 27, 2022
S&P/Case-Shiller released the monthly Home Price Indices for October ("October" is a 3-month average of August, September, and October 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 Continued to Decline in October The S&P CoreLogic Case-Shiller U.S.
The Big Picture
DECEMBER 27, 2022
This week, we speak with Charlie Ellis, Chair of the Yale Endowment, Vanguard Board member, and founder of Greenwich Associates. In addition to that CV, Ellis is is the author of 19 books, including the investment classic Winning the Loser’s Game. His most recent book is Inside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing Business.
Calculated Risk
DECEMBER 27, 2022
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Note on MBA Index: "Due to the holiday, the results for weeks ending December 23, 2022 and December 30, 2022 will both be released on January 4, 2023." Wednesday: • At 10:00 AM ET, Pending Home Sales Index for November. The consensus is for a 0.5% decrease in the index. • At 10:00 AM, Richmond Fed Survey of Manufacturing Activity for December.
Nerd's Eye View
DECEMBER 27, 2022
Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. What's unique about John, though, is how he has built an expertise in layoff transitions and leveraged corporate layoff workshops – that large firms hire him to come in and
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.
A Wealth of Common Sense
DECEMBER 27, 2022
Early on in my investing career my boss gave me a good piece of advice I still think about to this day. He said something along the lines of, “It’s OK to be surprised. The world is a surprising place. Just don’t be surprised that you’re surprised about what happens in the markets.” 2022 was a good litmus test for this idea.
Million Dollar Round Table (MDRT)
DECEMBER 27, 2022
By Kevin R. Williams, CFP, CLU Business planning helped MDRT member Kevin Williams become one of the top earners for his company. Excerpted from his 2022 MDRT Annual Meeting presentation, he shares a few of his tips for consistent success: 1. Plan/vision. We all need to have a plan. As your business grows, you will build a valuable book of clients — not customers.
eMoney Advisor
DECEMBER 27, 2022
As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. In fact, of the financial advisors we surveyed, 92 percent expect that holistic planning will grow in the next five years and 53 percent expect that growth to be moderate to extreme. 1.
The Irrelevant Investor
DECEMBER 27, 2022
Today’s Animal Spirits is brought to you by Kraneshares and Composer: See here to learn more about KraneShares suite of thematic ETFs See here for more information on Composers’ new one-click portfolio On today’s show we discuss: Carmax earnings America’s love affair with pickup trucks Restaurant staffers are returning to work after Covid flight The homeownership society was a mistake Goldman̵.
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.
Advisor Perspectives
DECEMBER 27, 2022
The Dallas Fed released its Texas Manufacturing Outlook Survey (TMOS) for December. The latest general business activity index came in at -18.8, down 4.4 from last month. All figures are seasonally adjusted.
Norman Marks
DECEMBER 27, 2022
Let me share a story (based on a real event) that you are watching on multiple monitors. On the first screen, management of the company’s largest oil refinery are planning a major capital project to build a new processing unit. One of the refinery’s existing units produces not only highly valuable jet fuel, diesel, and […].
Trade Brains
DECEMBER 27, 2022
Biggest Stock Market Crashes in India: Stock Market crashes symbolize times of wealth destruction and pain to investors. They also symbolize times of opportunity and resilience to few. A stock market crash is when a market index faces a rapid and unanticipated severe drop in a day or a few days of trading. Today we look at some of the worst single-day falls that affected the Sensex over the history of the Bombay Stock Exchange(BSE). 10 Biggest Stock Market Crashes in India.
Advisor Perspectives
DECEMBER 27, 2022
U.S. stocks are rising in pre-market action in the first trading session of the week following the long holiday weekend.
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.
Trade Brains
DECEMBER 27, 2022
Sah Polymers IPO Review : Sah Polymers Limited is coming up with its Initial Public Offering. The IPO will open for subscription on December 30th, 2022, and close on January 4th, 2023. It is looking to raise Rs 66.30 Crores, the whole of which will be a Fresh Issue. In this article, we will look at the Sah Polymers IPO Review 2022 and analyze its strengths and weaknesses.
Advisor Perspectives
DECEMBER 27, 2022
Ever so subtly, the high interest rates of the past year have started to separate the viable businesses from the ones sustained by cheap money.
FMG
DECEMBER 27, 2022
It’s the last marketing roundup of 2022! It’s hard to believe, but we have had such a great year and cannot wait for 2023! Let’s make it a good one with some great articles from this week. We’ve got tips for a successful content marketing strategy, how to use technology to connect with clients and more. . 1. 6 Steps to a Successful Content Marketing Strategy in 2023 and Beyond [Infographic] via Social Media Today.
Advisor Perspectives
DECEMBER 27, 2022
The tailspin in Tesla Inc. shares accelerated Tuesday as a report of a plan to temporarily halt production at its China factory rekindled fears about demand risks and put the stock on pace for its longest losing streak since 2018.
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Abnormal Returns
DECEMBER 27, 2022
Markets The markets were bad in 2022, but things could always be worse. (humbledollar.com) Commodity returns stood out in 2022. (capitalspectator.com) A look at the best charts of 2022. (topdowncharts.substack.com) Strategy There is a big difference between forecasting stock and bond returns. (fortunesandfrictions.com) Why you need to look at base rates when forecasting stock returns.
Advisor Perspectives
DECEMBER 27, 2022
Congress is on the verge of passing a bill called SECURE 2.0 to help American workers save for retirement.
Carson Wealth
DECEMBER 27, 2022
By Jamie Hopkins, Managing Partner, Wealth Solutions. The SECURE 2.0 Act has passed, making it the largest retirement legislation since the original Secure Act hit in the late 2019. As 55% of Americans say they don’t have enough saved for retirement, this bipartisan legislation primarily seeks to make it easier to contribute to retirement plans and use those funds appropriately for their needs in retirement.
Advisor Perspectives
DECEMBER 27, 2022
The Federal Housing Finance Agency (FHFA) has released its U.S. House Price Index (HPI) for October. U.S. house prices were unchanged from the previous month. Year-over-year the index is up 9.8% on a non-seasonally adjusted nominal basis. After adjusting for inflation and seasonality, the index is down 0.28% in October and up 1.5% year-over-year (seasonally adjusted).
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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
DECEMBER 27, 2022
The market dislocations and skyrocketing inflation of the last year put longstanding retirement maxims to the test and that test isn’t over yet.
Advisor Perspectives
DECEMBER 27, 2022
With this morning's release of the October S&P/Case-Shiller Home Price Index, we learned that seasonally adjusted home prices for the benchmark 20-city index saw a 0.5% decrease month over month. The non-seasonally adjusted national index saw a 9.2% YoY increase. The MoM is reduced to -1.1% after adjusting for inflation.
Advisor Perspectives
DECEMBER 27, 2022
Six of eight indexes on our world watch list posted losses through December 27, 2022. The top performer is India's BSE SENSEX with a YTD gain of 4.6%. London's FTSE 100 is in second with a gain of 1.2%, and Tokyo's Nikkei 225 is in third with a loss of 8.1%. Coming in last is our own S&P 500 with a loss of 19.7% YTD.
Advisor Perspectives
DECEMBER 27, 2022
The end of 2022 can’t come soon enough for many in the banking industry. Sputtering capital markets, job cuts, raging inflation, the crypto meltdown and rising interest rates marked a year of upheaval.
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