Calculated Risk
JANUARY 16, 2023
Altos reports inventory was up 0.3% week-over-week. Usually inventory bottoms in February; last year, in 2022, inventory bottomed in early March. It is possible that inventory has already bottomed for the year! Here are the same week inventory changes for the last five years: 2023: +1.3K 2022: -8.4K 2021: -22.9K 2020: -25.8K 2019: -2.3K Click on graph for larger image.
Wealth Management
JANUARY 16, 2023
REITs and vertically-integrated funds are among the most active buyers of medical office as they are less affected by the higher cost of capital.
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The Big Picture
JANUARY 16, 2023
Visual Capitalist : How much money is a brand truly worth? For some companies, a brand is something that helps slightly boost customer engagement and sales. But for others, including some of the largest companies in the world, a strong brand is one of their most valuable assets. The post Most Valuable Brands, 2000–2022 appeared first on The Big Picture.
Calculated Risk
JANUARY 16, 2023
Today, in the Calculated Risk Real Estate Newsletter: The Housing Bubble and Mortgage Debt as a Percent of GDP A brief excerpt: In a 2005 post , I included a graph of household mortgage debt as a percent of GDP. Several readers asked if I could update the graph. First, from February 2005 (18 years ago!): The following chart shows household mortgage debt as a % of GDP.
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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
The Big Picture
JANUARY 16, 2023
Happy MLK day ! Markets are closed, but the flow never stops. Contextualize the news with our 3-day weekend reads: • The Disappearance of the Hit-Driven Business Model : As the industry changes, where do creative producers fit in? How do we make a living and provide services for the subscriber-driven companies? How do we get paid a sustainable salary, while also having healthcare and supporting the overhead of our work, which often comes out of our own pocket?
Nerd's Eye View
JANUARY 16, 2023
One of the most important aspects of emotional wellbeing is having a feeling of control over one’s time. Indeed, financial advisors often describe one of the benefits of financial planning as helping people take control of their time by giving them the financial freedom to do what they enjoy. And likewise, for advisors themselves, one of the ways to stay happy and thriving is to have the ability to spend time doing what one finds is most valuable or fulfilling.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
JANUARY 16, 2023
Podcasts Daniel Crosby talks with Lauire Lantos about why we take our autonomic nervous system for granted. (standarddeviationspod.com) Michael Kitces talks with Lisa Brown who is a Partner and Wealth Advisor for CI Brightworth about finding your ideal clients. (kitces.com) 401(k) Blackrock ($BLK) has purchased a stake in 401(k) provider Human Interest Inc.
Clever Girl Finance
JANUARY 16, 2023
Just because you’re on a budget doesn’t mean that you can’t pamper yourself. In fact, I’d argue that self-care is one line item that should remain in your budget as you work to improve your finances. The importance of self-care —taking care of your physical and mental health—can’t be underestimated. The truth is that you don’t have to spend a lot of money to give yourself a little TLC.
Advisor Perspectives
JANUARY 16, 2023
Morningstar’s latest research showed higher safe spending rates across all asset allocations over all time horizons. I don’t agree with those results.
A Wealth of Common Sense
JANUARY 16, 2023
On today’s show, we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck See here for more information and FAQs on the Fallen Angel ETF On today’s show, we discuss: How the fallen angel idea came about How the risk of default calculations work What happens to a bond when it transitions from investment grade to high yield and vice versa High yield vs the S&P 500 Rising stars v.
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.
Accounting for Good
JANUARY 16, 2023
The post The not-for-profit sector in numbers first appeared on ACCOUNTING FOR GOOD.
XY Planning Network
JANUARY 16, 2023
4 MIN READ. New year, new firm? Whether you’re changing firms or starting your own, there are many things to consider and do. If notifying or bringing your clients with you is on your checklist, add this task first: C heck employment contract. When advisors start a new job with a broker-dealer or RIA, likely the last thing they’re concerned about is leaving it—or reading the fine print on their employment agreement regarding terms they may be bound by if they depart.
Good Financial Cents
JANUARY 16, 2023
We all witnessed the stock market’s volatility in 2022, as soaring inflation led to aggressive rate hikes over the course of the year. Many stocks plummeted, with investors selling off their shares due to concerns about a possible recession. If you’re tired of watching your stock investments drop in value and are looking for a way to diversify, you may want to consider alternative investments.
Getting Your Financial Ducks In A Row
JANUARY 16, 2023
Photo credit: jb. If you have received a result from an IRS examination that requires an adjustment to your tax liability and you don’t agree with the result, you have certain rights to appeal – your opportunity to state your case and perhaps get an overturn of the result of your examination. (It’s always possible!). Facts About Your Appeal Rights.
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.
Leading Advisor
JANUARY 16, 2023
By learning and applying these key strategies, you can enjoy a successful career while also maintaining your physical, mental, and emotional well-being. The post The Three Keys To Understand So That Successism Doesn’t Kill You appeared first on Leading Advisor - Simon Reilly.
Steve Sanduski
JANUARY 16, 2023
There is truth in the old saying, “What gets measured gets done.” But I’m going to ask you to change how you “measure.”. Rather than setting SMART goals , I challenge you to make “commitments.”. A commitment is a looser but more emotionally engaged form of a goal. For example, you would not set a goal to love and cherish your spouse. Where is the romance in that?
Zoe Financial
JANUARY 16, 2023
Market Drama. Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA. January 16, 2023 . Watch Time: 4 minutes. Welcome to this week’s Market Drama! The S&P 500 was up 2.7%. The Russell 1000 growth was up 4%. MSCI E.M. Index, which measures emerging market stocks, was up 4%. The big headline number was CPI for December, which came in at 6.5% year-over-year growth.
Trade Brains
JANUARY 16, 2023
Top Automobile Stocks in India: Analysts expect the automobile industry to boom again in India after years of drought. Reducing unemployment, rising incomes, and rapidly growing credit demand will likely bring auto sales. Amidst these hopes of huge potential gains, let us take a look at the top automobile stocks in India 2023 that investors can add to their watchlists.
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.
NAIFA Advisor Today
JANUARY 16, 2023
Entering the financial services industry in 2006, Dave Gannett quickly adapted and enjoyed working with other financial professionals by providing them with various investment vehicles and equipping financial advisors with information that helps benefit their clients. Eventually, he found himself serving as an advisor, focusing on global wealth and investment management.
Advisor Perspectives
JANUARY 16, 2023
So-called greenwashing by asset managers misleads investors by labeling products with false claims of ESG benefits. But the SEC’s initiative to restrain this malpractice falls short because it does not distinguish between risk- and ethics-driven ESG products.
Don Connelly & Associates
JANUARY 16, 2023
As a financial advisor, you have one job and one job only—to help your clients achieve their financial goals. At least, that's how your clients see it. That's according to a research study by Morningstar, which revealed what clients value most in an advisor. Advisors would be well-served to keep that in mind in their efforts to win over more prospects.
Financial Symmetry
JANUARY 16, 2023
Partner and advisor, Cameron Hendricks, recently earned the Certified Exit Planning Advisor certification via the Exit Planning Institute. This is an advanced professional certification for advisors who provide the breadth of specialized skills required to discuss exit planning strategies with privately held … Continued. The post Cameron Hendricks Earns Certified Exit Planning Advisor Designation appeared first on Financial Symmetry, Inc.
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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.
Norman Marks
JANUARY 16, 2023
Chinmay Kulkarni has asked people on LinkedIn a question that appears to be from the ISACA Certified Information Systems Auditor (CISA) exam. He posted (I have included the current poll results, with 941 voting): CISA Question 3 As an IS auditor, what is the FIRST step you will take upon identifying lack of segregation of […].
Advisor Perspectives
JANUARY 16, 2023
Markets provided investors with a dozen lessons in 2022 (and a bonus one in the postscript).
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