Commercial Real Estate is Poised to Benefit from Rate Cuts
Wealth Management
SEPTEMBER 23, 2024
The full extent of the benefits to real estate investment of lower rates will also depend on whether the Fed sticks a soft landing.
Mon.Sep 23, 2024
329 
Monday links: an irritating tactic
Abnormal Returns
SEPTEMBER 23, 2024
Markets The U.S. stock market is up 35 of the past 52 weeks. (sherwood.news) The U.S. is 26% of global GDP. The stock market makes up 63% of global market cap. (mailchi.mp) The Fed It's not unusual for the Fed to cut rates when stocks are at an all-time high. (awealthofcommonsense.com) We give the Fed way more credit than they deserve. (aswathdamodaran.blogspot.com) Fed members talk WAY too much these days.
Join 36,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Trending Sources
Attributes of a Great Retirement Plan Advisor
Wealth Management
SEPTEMBER 23, 2024
The bar is only getting higher for retirement plan advisors.
Watch Months-of-Supply!
Calculated Risk
SEPTEMBER 23, 2024
Today, in the Calculated Risk Real Estate Newsletter: Watch Months-of-Supply! A brief excerpt: Both inventory and sales are well below pre-pandemic levels, and I think we need to keep an eye on months-of-supply to forecast price changes. Historically nominal prices declined when months-of-supply approached 6 months - and that is unlikely any time soon - however, as expected, months-of-supply is back to 2019 levels.
Live Demo - Supercharge your Month End Close
Advertisement
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
Traders, Don’t Fall in Love With Your Machines
Wealth Management
SEPTEMBER 23, 2024
Finance is rushing to use rapidly evolving AI tools. As the machines get smarter, the risks get weirder.
Adviser links: making a mistake
Abnormal Returns
SEPTEMBER 23, 2024
Podcasts Josh and Michael talk with Peter Mallouk, founder and CEO of Creative Planning. (youtube.com) Carl Richards and Michael Kitces talk about managing your firm knowing that market-related revenue declines happen. (kitces.com) Brendan Frazier talks with Isaac Presley about how to create more intentional goals. (podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estate planning for business owners.
Sign up to get articles personalized to your interests!
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
More Trending
7 New Lessons Learned Building A Fee-Only RIA From Scratch: Years 3–5
Nerd's Eye View
SEPTEMBER 23, 2024
Starting a new firm can be a nerve-wracking time for an entrepreneurially minded financial advisor, as making the jump involves a significant amount of professional and financial risk. Nonetheless, after a year or 2 in business, some firm owners will find that their plate is becoming full and their available time is shrinking as they balance servicing current clients with marketing for new ones and also possibly managing staff.
Longtime Osaic Advisor Departs for NewEdge
Wealth Management
SEPTEMBER 23, 2024
Debra Brennan Tagg was with Osaic for 25 years before making the change to NewEdge.
Housing Sept 23rd Weekly Update: Inventory up 1.6% Week-over-week, Up 37.2% Year-over-year
Calculated Risk
SEPTEMBER 23, 2024
Altos reports that active single-family inventory was up 1.6% week-over-week. Inventory is now up 46.8% from the February seasonal bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of September 20th, inventory was at 725 thousand (7-day average), compared to 714 thousand the prior week. This is the highest level of inventory since May 2020.
Asking The Right Questions About Equity Compensation
Wealth Management
SEPTEMBER 23, 2024
Look for these prompts when clients broach the topic.
2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year
Advertisement
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
LA Ports: Inbound Traffic Increased Sharply Year-over-year in August
Calculated Risk
SEPTEMBER 23, 2024
Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic. The following graphs are for inbound and outbound traffic at the ports of Los Angeles and Long Beach in TEUs (TEUs: 20-foot equivalent units or 20-foot-long cargo container).
Wealth Management Industry Awards: On the Red Carpet with Jamie Hopkins
Wealth Management
SEPTEMBER 23, 2024
Listen as Jamie Hopkins, Chief Wealth Officer and CEO of Bryn Mawr Trust Company, addresses the complexities of estate planning and highlights how his firm’s ‘Wealth as a Service’ solution assists advisors in navigating these challenges effectively.
MBA Survey: Share of Mortgage Loans in Forbearance Increases to 0.31% in August
Calculated Risk
SEPTEMBER 23, 2024
From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.31% in August The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.31% as of August 31, 2024. According to MBA’s estimate, 155,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.2 million borrowers since March 2020.
Wealth Management Industry Awards: On the Red Carpet with Sheila Cuffari-Agasi
Wealth Management
SEPTEMBER 23, 2024
Listen as Sheila Cuffari-Agasi, Chief Revenue Officer at United Planners Financial Services, as she discusses how being an employee-owned firm empowers advisors to prioritize client relationships without external pressures.
Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management
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.
Tuesday: Case-Shiller House Prices, Richmond Fed Mfg
Calculated Risk
SEPTEMBER 23, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Move Slightly Higher to Start New Week Mortgage rates rose modestly last week after hitting long term lows before the Fed announced its 0.50% rate cut. In not so many words, mortgage rates had already gotten in position for that cut and were thus left to undergo a mild correction. [ 30 year fixed 6.20% ] emphasis added Tuesday: • At 9:00 AM ET, S&P/Case-Shiller House Price Index for July.
Choosing the Right Email Campaign Software for Financial Advisors
XY Planning Network
SEPTEMBER 23, 2024
Email marketing remains a powerful tool in the digital marketing landscape, especially for financial professionals. Despite the rise of social media, email campaigns continue to deliver high engagement rates due to the trusted relationships financial advisors build with their clients. Choosing the right email campaign software is crucial for maximizing these benefits and ensuring effective client communication.
Good Luck to Qualcomm in Getting Intel Inside
Advisor Perspectives
SEPTEMBER 23, 2024
There’s opportunism — and there’s Qualcomm Inc.’s approach to buy Intel Corp. The acquisitive semiconductor giant has an opening to attempt such a momentous deal thanks to the yawning gap between their market capitalizations. The snag is that many obstacles remain to a successful transaction.
Market Commentary: S&P 500 Makes New All-Time High as Fed Goes Big
Carson Wealth
SEPTEMBER 23, 2024
Stocks Like Rate Cuts The big story this week was the Fed cutting interest rates for the first time since March 2020. We will get into all of the ramifications of the Fed’s decision below, but to kick off this week’s market commentary we will discuss why rate cuts can indeed be a bullish development for investors. First things first, why are they cutting?
What Your Financial Statements Are Telling You—And How to Listen!
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.
We Get Either 4% Mortgage Rates or a Stable Job Market
Advisor Perspectives
SEPTEMBER 23, 2024
The Federal Reserve’s interest rate cut last week has led many to wonder what it means for mortgage rates. The housing website Redfin noted that some would-be homebuyers aren’t aware that we’ve already seen a steep decline, while others are waiting for mortgage rates to fall more.
When we are to blame for a business risk
Norman Marks
SEPTEMBER 23, 2024
Sometimes, auditors are responsible for a serious risk continuing. At Business Objects, I attended an audit committee (I was the VP, Internal Audit) when the two EY partners reported that their testing of internal controls had identified a serious weakness.
Late Summer Sandpile
Advisor Perspectives
SEPTEMBER 23, 2024
I’m moving up a letter I was planning to share with you on my birthday weekend in two weeks. The story about sandpiles and the financial system may be the most popular letter I’ve written in the last 25 years. It is one we should all re-read every few years to remind us how change happens slowly, then suddenly.
How a Financial Coach Can Help You Take Control of Your Finances
Truemind Capital
SEPTEMBER 23, 2024
Are you feeling lost when it comes to managing your finances? Or maybe you’ve got big goals like buying a home, paying off debt, or saving for retirement, but you’re not sure where to start? That’s where a financial coach comes in! A financial coach helps you understand your financial situation, set realistic goals, and create a plan to reach financial stability.
How to Avoid Pitfalls In Automation: Keep Humans In the Loop
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.
How Your Money Code of Conduct Shapes Your Financial Success
Advisor Perspectives
SEPTEMBER 23, 2024
What is your personal financial code of conduct? Whether you’re consciously aware of it or not, chances are you have an internal set of standards and taboos that guide the way you handle money.
CFP® Challenge Pathway: An Opportunity to Reserve a Successful Career in Finance
International College of Financial Planning
SEPTEMBER 23, 2024
The financial planning sector is booming, offering countless opportunities for individuals to build a rewarding career. With the global demand for financial advisors rising, gaining the right credentials has become crucial for long-term success. One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professi
The Best and Worst Investment Decisions I’ve Made
Advisor Perspectives
SEPTEMBER 23, 2024
Today, I’m going to share stories about my best and worst investment decisions. Don’t worry, this isn’t just a brag-and-cringe session about making or losing money. These stories are about the valuable lessons learned, and how these adventures in investing helped shape my current approach.
Professional Adviser: Liquid alternatives in the eye of economic storms
SEI
SEPTEMBER 23, 2024
Advisers must reconsider their investment strategies to drive growth.
Book of Secrets on the Month-End Close
Advertisement
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.
RecessionAlert Weekly Leading Economic Index
Advisor Perspectives
SEPTEMBER 23, 2024
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of September 13, the index was at 23.029, up 0.875 from the previous week, with 4 of the 6 components in expansion territory.
Best FMCG stocks in India 2024 to add to your watchlist!
Trade Brains
SEPTEMBER 23, 2024
India’s fast-moving consumer goods (FMCG) sector faces a dynamic landscape in 2024, with companies navigating shifting consumer preferences, rural demand fluctuations, and digital transformation. This analysis article examines the top FMCG stocks, evaluating their financial performance, market positioning, and growth strategies. We’ll explore how industry leaders adapt to challenges and capitalize on opportunities in India’s evolving consumer market.
No Mobility With Portable Alpha
Random Roger's Retirement Planning
SEPTEMBER 23, 2024
I went down a portable alpha rabbit hole. We've discussed it plenty, using the terms capital efficiency and return stacking more often that portable alpha. It is essentially using leverage to add exposure beyond a 100% portfolio. Portable alpha a little more specifically is the matching up of beta (simple market exposure like via an index fund) with an alpha seeking strategy.
NAIFA Announces Exclusive Partnership with Hoopis Performance Network to Offer Trustworthy Selling Program to Members
NAIFA Advisor Today
SEPTEMBER 23, 2024
The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce a new exclusive partnership with the Hoopis Performance Network (HPN) and LIMRA that will provide NAIFA members with access to the highly acclaimed Trustworthy Selling Program. Previously available only to enterprises, this partnership marks the first time the program, developed by LIMRA and HPN, will be accessible to individual NAIFA members.
Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success
Advertisement
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?
Let's personalize your content