Calculated Risk
APRIL 25, 2023
The Census Bureau reports New Home Sales in March were at a seasonally adjusted annual rate (SAAR) of 683 thousand. The previous three months were revised down slightly, combined. Sales of new single‐family houses in March 2023 were at a seasonally adjusted annual rate of 683,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
Wealth Management
APRIL 25, 2023
Lending terms might have tightened, and deals are being scrutinized more closely, but the capital is there.
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Calculated Risk
APRIL 25, 2023
Note: I like using Las Vegas as a measure of recovery for both leisure (visitors) and business (conventions). Vegas is Back! From the Las Vegas Visitor Authority: March 2023 Las Vegas Visitor Statistics Benefitting from a mix of headliners and events from NASCAR to Taylor Swift to several college basketball tournaments, paired with a robust convention month that included the triennial CONEXPO‐CON/AGG tradeshow and its 140k+ attendees, Las Vegas visitation neared 3.7M in Mar 2023, up +9.6% YoY an
Wealth Management
APRIL 25, 2023
Brian Addington and Theresa Allen will join California-based branches, and are the latest advisors to depart First Republic after the banking turmoil earlier this year.
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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
Nerd's Eye View
APRIL 25, 2023
Welcome back to the 330th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ari Weisbard. Ari is Managing Partner of Values Added Financial, an independent RIA based in Washington, D.C., that oversees $143 million in assets under management (AUM) for nearly 75 client households. What's unique about Ari, though, is how he and his partner, Zach, not only initiated fee minimums to ensure that they could profitably serve their clients, but subsequently have intentiona
Wealth Management
APRIL 25, 2023
Investors should not count on a return to the negative SBC relationship of the past 25 years.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
APRIL 25, 2023
“Personalization with efficiency” is key to building strong client relationships.
Abnormal Returns
APRIL 25, 2023
IPOs Do VC-backed IPOs outperform? It depends on if the VCs stick around. (papers.ssrn.com) The track record for SPACs isn't great. (advisorperspectives.com) Mutual funds Expense ratios do a good job of sorting mutual fund performance. (morningstar.com) Active funds with the lowest fees tend to outperform high cost counterparts. (advisorperspectives.com) Comparing the performance of team-managed and single-manager hedge funds.
Wealth Management
APRIL 25, 2023
Barber represents the first acquisition for Modern, a new RIA established this month by former Goldman Sachs and United Capital executives with private equity backing.
Calculated Risk
APRIL 25, 2023
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Increase to 683,000 Annual Rate in March Brief excerpt: The next graph shows new home sales for 2022 and 2023 by month (Seasonally Adjusted Annual Rate). Sales in March 2023 were down 3.4% from March 2022. It seems likely that new home sales will be up year-over-year sometime in the next few months.
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
APRIL 25, 2023
UBS took in $28 billion in new money from rich clients during Q1.
The Reformed Broker
APRIL 25, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Google/Microsoft Earnings – 40% of the S&P 500 is reporting this week. ►An Earnings Recession – Does an earnings recession translate to an economic recession?
Wealth Management
APRIL 25, 2023
U.S. banks have been preparing themselves for drops in asset valuations for office properties on their books, reported Financial Times. Multifamily owners and managers are experiencing serious staff shortages, according to Bisnow. These are among current must reads for investors in commercial real estate.
The Reformed Broker
APRIL 25, 2023
Final Trades: UnitedHealth, Johnson & Johnson & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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.
Calculated Risk
APRIL 25, 2023
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index "Declines Moderated" to 2.0% year-over-year increase in February Excerpt: Both the Case-Shiller House Price Index (HPI) and the Federal Housing Finance Agency (FHFA) HPI for February were released today. Here is a graph of the month-over-month (MoM) change in the Case-Shiller National Index Seasonally Adjusted (SA).
A Wealth of Common Sense
APRIL 25, 2023
According to the National Association of Realtors, the median price of a house in the United States is worth $190,000 more than it was a decade ago. If you’ve owned a house for more than 3 years or so, you’re likely sitting on some nice gains. Those gains were not evenly distributed but across the various income levels, homeowners have made a good chunk of change: The pandemic-related housing gains are unlike.
Calculated Risk
APRIL 25, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, Durable Goods Orders for March from the Census Bureau. The consensus is for a 0.9% increase in durable goods orders.
Wealth Management
APRIL 25, 2023
The income fund will be distributed through Ares Wealth Management Solutions, the parent’s retail business, and sold through registered investment advisers and financial advisors in the US.
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.
Calculated Risk
APRIL 25, 2023
S&P/Case-Shiller released the monthly Home Price Indices for February ("February" is a 3-month average of December, January and February 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 Declines Moderated in February The S&P CoreLogic Case-Shiller U.S.
Alpha Architect
APRIL 25, 2023
In this paper, we propose a cross-sectional option momentum strategy that is based on the risk component of delta-hedged option returns. We find strong evidence of risk continuation in option returns. Novel explanations for risk-based option momentum was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
XY Planning Network
APRIL 25, 2023
ICYMI, XYPN LIVE 2023 is taking the Network south to Atlanta, GA for three power-packed days of networking, education, and inspiration. Where else other than XYPN LIVE can you take a break from the daily grind and leave reinspired to apply your takeaways to your own firm? The XYPN LIVE 2022 conference earned a Choir Score of 81, resulting in a Silver Choir Certification for our diverse and inclusive lineup of speakers on the LIVE stage.
Trade Brains
APRIL 25, 2023
List of Must know websites for Indian stock market Investors : The Internet is full of stock market websites and resources. You can find thousands of stock analysis websites based on the stock market and tons of market information out there for free. However, because of this huge number of resources, it’s literally impossible to remember all the sources that you visit even in a single day.
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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.
MarketWatch
APRIL 25, 2023
Nvidia Corp. NVDA shares jumped more than 2.5% in after-hours trading Tuesday after Microsoft Corp. MSFT executives detailed increased spending on equipment needed to offer artificial-intelligence-powered features to corporate customers. Microsoft reported much higher capital expenditures than expected in its fiscal third-quarter earnings Tuesday afternoon, and executives said in a conference call that they expect the total to grow in the current quarter.
Million Dollar Round Table (MDRT)
APRIL 25, 2023
By Antoinette Tuscano While there’s nothing comical for financial advisors about attracting prospects, you can use comic books to capture their attention on social media. A sample from one of the comics Glen Winata uses on Instagram to explain insurance and related concepts. As part of a social media marketing strategy, 10-year MDRT member Glen Alexander Winata , of Jakarta Selatan, Indonesia, hired an illustrator to create several comic books to easily explain insurance and financial products t
Trade Brains
APRIL 25, 2023
Best Small Cap Stocks Under Rs 200 : Active investors, fund managers, and institutional investors are always looking for hidden gems in the market – stocks that many are unaware of, hiding in plain sight among thousands of other listed companies. To the investors looking for stocks in the ₹200 and below range (per share price), especially for small-cap stocks, this article is for you.
Good Financial Cents
APRIL 25, 2023
One would think that short-term goals are pretty easy to accomplish. Oh, really? Think again. Short-term goals can be easily put off for a plethora of reasons. Research suggests this as 91% of people fail on their New Years’ resolutions. When it comes down to getting short-term goals done, including short-term financial goals, one must implement some strategies to stay on task and on schedule.
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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
APRIL 25, 2023
The Federal Housing Finance Agency (FHFA) has released its U.S. house price index (HPI) for February. U.S. house prices increased by 0.5% from the previous month. Year-over-year the index is up 4.0% on a non-seasonally adjusted nominal basis. After adjusting for inflation and seasonality, the real index is up 0.3% in February and down 0.9% year-over-year.
eMoney Advisor
APRIL 25, 2023
Money is a major stressor for Americans, and fighting about it has proven to be a predictor of divorce. 1,2 Conversely, couples who open up and share financial goals and values with each other tend to have more satisfying relationships. 3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners.
WiserAdvisor
APRIL 25, 2023
When investing in a 401(k), one of the most important decisions you can make is how often to rebalance your portfolio. Many people invest in their company-sponsored 401(k)s but only sometimes take the time to review the investments within the account. Rebalancing involves adjusting the mix of assets in your 401(k) portfolio to maintain a desired level of risk and return.
MarketWatch
APRIL 25, 2023
Treasury Secretary Janet Yellen on Tuesday warned of severe economic consequences if Congress does not address the debt ceiling. “It is unlikely that the federal government would be able to issue payments to millions of Americans, including our military families and seniors who rely on Social Security,” she said in remarks prepared for delivery to the Sacramento Metropolitan Chamber of Commerce.
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