Wealth Management
AUGUST 17, 2023
Norway’s sovereign wealth fund said it remains committed to commercial real estate investment, reported Bloomberg. Crain’s New York Business looked at a new bill under consideration in New York state that would make it easier to determine the owners behind LLCs. These are among the must reads from around the real estate investment world to end the week.
Abnormal Returns
AUGUST 17, 2023
Rates Mortgage rates are at levels not seen since 2001. (axios.com) Global government bond yields are at 15-year highs. (finance.yahoo.com) Markets Valuations don't matter in the short term. (theirrelevantinvestor.com) Forecasting is hard, the GMO edition. (ft.com) Companies Verily is setting the stage for a spinoff from Alphabet ($GOOGL). (theinformation.com) The city of San Francisco is struggling.
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Wealth Management
AUGUST 17, 2023
Digital fraud is a growing threat to advisors, who are on their own when it comes to buying insurance coverage for the risk.
Calculated Risk
AUGUST 17, 2023
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from Sabrina Speianu: Weekly Housing Trends View — Data Week Ending Aug 12, 2023 • Active inventory declined, with for-sale homes lagging behind year ago levels by 8.6%. This past week marked the 8th consecutive decline in the number of homes actively for sale compared to the prior year, however the gap narrowed slightly compared to the previous week’s -9.1% figure.
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Wealth Management
AUGUST 17, 2023
One fund close significantly increased overall fundraising volume, but there were also far more funds out in the market raising money than at the beginning of the year, according to a Preqin report.
Abnormal Returns
AUGUST 17, 2023
Technology Why you shouldn't worry about AI 'stealing' your content. (drorpoleg.com) What you need to know about undersea internet cables. (cnet.com) LEDs are best thought of as a technology. (vox.com) Retail How 'reverse logistics' became a big business. (newyorker.com) The many ways Trader Joe's distinguishes itself from other retailers. (readtrung.com) Business How to get a business education from the Berkshire Hathaway ($BRK.A) oeuvre.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
AUGUST 17, 2023
The DOL reported : In the week ending August 12, the advance figure for seasonally adjusted initial claims was 239,000 , a decrease of 11,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 248,000 to 250,000. The 4-week moving average was 234,250, an increase of 2,750 from the previous week's revised average.
Wealth Management
AUGUST 17, 2023
New SEC rules offer an opportunity for advisors and their clients to reassess their strategies around liquid cash.
Calculated Risk
AUGUST 17, 2023
Today, in the CalculatedRisk Real Estate Newsletter: CoreLogic: US Home Investor Share Remained High in Early Summer 2023 Excerpt: Here are some excerpts from a CoreLogic report on investor buying: US Home Investor Share Remained High in Early Summer 2023 The sizable U.S. home investor share seen over the past two years held steady going into the summer.
Wealth Management
AUGUST 17, 2023
The company will administer an auto-IRA program for both Colorado and Maine. The intent is for up to 40% of private-sector employees in Maine to be able to access retirement features.
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.
Calculated Risk
AUGUST 17, 2023
From STR: U.S. hotel results for week ending 12 August U.S. hotel performance declined from the previous week but showed mostly positive comparisons year over year, according to CoStar’s latest data through 12 August. 6-12 August 2023 (percentage change from comparable week in 2022): • Occupancy: 68.3% (flat) • Average daily rate (ADR): US$156.47 (+2.0%) • Revenue per available room (RevPAR): US$106.89 (+2.0%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy
Wealth Management
AUGUST 17, 2023
These funds lost the most money over the last 30 days.
Calculated Risk
AUGUST 17, 2023
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in July; 3rd Look at Local Housing Markets in July; California Sales Down 9% YoY A brief excerpt: From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 4.06 million in July , down 1.0% from June
Wealth Management
AUGUST 17, 2023
Eight companies — including Bitwise, Volatility Shares and ProShares — have in recent days filed applications for exchange-traded funds based on futures for the second-largest digital token.
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.
The Reformed Broker
AUGUST 17, 2023
Final Trades: Apple, 3M & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
AUGUST 17, 2023
As the cost of services has risen, the financial position of the affluent has weakened—and that makes the overall economy more fragile.
The Big Picture
AUGUST 17, 2023
There is a particular type of analysis I keep seeing that can mislead investors. It’s an important, single data point, but one that is lacking in context. This seems to be an oversimplification that many investors have as their default setting. It’s like a bad syllogism : Observe a Single Data Point; Reach a broad conclusion about it; Express this in a trade or investment idea The problem with any single data point is that the real world is complicated, messy, and filled with randomness an
Advisor Perspectives
AUGUST 17, 2023
How good are you at motivating your staff? Are they growing and learning? Are they consistently progressing?
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.
A Wealth of Common Sense
AUGUST 17, 2023
Blair duQuesnay joined me again this week to tackle questions on paying off your adjustable-rate mortgage, the CFA vs. the CFP, how to tell if your financial plan is on track and the use of reverse mortgages in retirement. Further Reading: Will Baby Boomers Crash the Stock Market? The post The $70 Trillion Wealth Transfer appeared first on A Wealth of Common Sense.
Trade Brains
AUGUST 17, 2023
Fundamental Analysis of Elecon Engineering Company: The stock of Elecon Engineering Company has generated a whopping return of 1,000% in the last five years for its investors. With the CAPEX cycle underway and the government’s huge budget outlay and ‘Make in India’ initiative, the investors are still bullish on this industrial equipment manufacturer.
Advisor Perspectives
AUGUST 17, 2023
What if I told you that CPI is effectively at 2% now? Would the Fed's policy stance remain the same?
XY Planning Network
AUGUST 17, 2023
A well-known piece of firm owner advice is to “put your clients first” when growing the business. And they’re right. As fee-only planners, you dedicate your lives to your client’s financial well-being. Your clients are—and should be—the heart of your practice. But what they don’t mention, or what often goes by the wayside, is the importance of knowing when to put your business health in the spotlight.
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Advisor Perspectives
AUGUST 17, 2023
The Conference Board Leading Economic Index (LEI) fell for the 16th consecutive month in July as economic uncertainty continues to grow. The index dropped 0.4% from last month to 105.8, the index's lowest reading since June 2020. The latest reading was consistent with expectations.
The Irrelevant Investor
AUGUST 17, 2023
The hardest part about investing isn’t predicting what’s going to happen; it’s predicting how investors will react. I mean, granted the first part of that sentence is extremely difficult, but the second part is completely impossible. This is one of my main credos with investing; even if you knew the news tomorrow, making money would be anything but a slam dunk.
XY Planning Network
AUGUST 17, 2023
A well-known piece of firm owner advice is to “put your clients first” when growing the business. And they’re right. As fee-only planners, you dedicate your lives to your client’s financial well-being. Your clients are—and should be—the heart of your practice. But what they don’t mention, or what often goes by the wayside, is the importance of knowing when to put your business health in the spotlight.
The Irrelevant Investor
AUGUST 17, 2023
Today’s Compound and Friends is brought to you by Kraneshares: See here to register for Kraneshares China Internet Triple Feature webinar covering KWEB, CWEB, and KLIP. On today’s show, we discuss: Getting 2023 spectacularly wrong Why Wall Street is gung-ho on the housing market Entire police department in Minnesota city resigns Index-tracking ETFs were all the rage, until now Performance after peak valu.
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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?
Discipline Funds
AUGUST 17, 2023
Here’s my recent interview with Oliver Renick on TD Ameritrade TV. We discussed my concept of bond escape velocity. You can watch the entire interview at this link or below, but the summary is this: When interest rates get high enough bonds (and especially short duration bonds) achieve a certain level of escape velocity when their starting yield is higher than their duration and the interest rate risk is largely offset by the starting and average future yield.
Tobias Financial
AUGUST 17, 2023
We are honored to share that we were named one of the fastest-growing privately held companies on the 2023 Inc. 5000 List produced by Inc. magazine. This special designation is awarded to U.S. businesses, across various industries, based on overall revenue growth over three years. It’s a privilege to be ranked alongside such inspiring, innovative, and successful companies.
Harness Wealth
AUGUST 17, 2023
Please note that the contents of this article are based on general knowledge and do not represent legal advice. Always consult with legal counsel when navigating complex employment and business matters. Leaving a top-tier accounting firm to start your own business is an exhilarating yet complex journey. Whether you’re a senior manager, partner, or at an earlier stage in your accounting career, understanding the intricacies of transitioning existing clients, as well as recruiting and retain
Advisor Perspectives
AUGUST 17, 2023
Ether-futures ETFs could be coming to the US soon, but the cryptocurrency market doesn’t seem to care.
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