Calculated Risk
JANUARY 10, 2023
With the pandemic, there was a surge in 2nd home buying. I'm looking at data for some second home markets - and I'm tracking those markets to see if there is an impact from lending changes, rising mortgage rates or the easing of the pandemic. This graph is for South Lake Tahoe since 2004 through December 2022, and shows inventory (blue), and the year-over-year (YoY) change in the median price (12-month average).
Wealth Management
JANUARY 10, 2023
Low-income taxpayers are far more likely to be targeted.
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Calculated Risk
JANUARY 10, 2023
Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on this blog). I'm adding some thoughts, and maybe some predictions for each question. 5) Inflation: Core PCE was up 4.7% YoY through November.
Wealth Management
JANUARY 10, 2023
It is much less disruptive to take the time and train everyone on existing software tools than it is to convert to an entirely new system that requires you to transfer data along the way.
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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
Abnormal Returns
JANUARY 10, 2023
Markets What role do interest rates have in stock prices? (ofdollarsanddata.com) Why the golden age of biotech stocks may be over. (statnews.com) Crypto Coinbase ($COIN) is laying off 20% of its workforce. (cnbc.com) Why so many are focused on the big discount on the Grayscale Bitcoin Trust ($GBTC). (blockworks.co) Could another firm actually take over management of GBTC?
Wealth Management
JANUARY 10, 2023
The Financial Industry Regulatory Authority detailed the focus of its examinations in 2023.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JANUARY 10, 2023
Alan Gassman details the concrete steps he's taking toward inclusion.
The Big Picture
JANUARY 10, 2023
My Two-for-Tuesday morning train reads: • Wall Street Sets Low Bar for Corporate Earnings Season : Analysts expect S&P 500 companies to report first year-over-year decline in quarterly earnings since height of pandemic. ( Wall Street Journal ) see also Value Stocks to Lure Investors During Grim Earnings Season : Majority of investors expect ugly earnings reports to drive S&P 500 lower. ( Bloomberg ). • The Most Important New Inflation Indicator : Introducing the New Tenant Repeat Ren
Wealth Management
JANUARY 10, 2023
Dodge Momentum Index registered an increase in planning for commercial building in December 2022. Multifamily owners in Los Angeles would like to sell their properties, but the offers they are getting aren’t matching expectations, reports Bisnow.
A Wealth of Common Sense
JANUARY 10, 2023
It’s now well-documented that 2022 is one of the worst years in history for financial markets. Last year was one of the worst years ever for stocks and the worst year ever for bonds. The logical next step is to look at what has happened next following the prior worst years for stocks, bonds and diversified portfolios. Past performance tells us nothing about future performance but studying market history can provide.
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
JANUARY 10, 2023
Bernie Krooks gives a heads up on what to expect in 2023.
Abnormal Returns
JANUARY 10, 2023
Research Long maturity TIPS have some weird characteristics. (morningstar.com) Firms with a high share of displaceable labor have negative exposure to technology shocks. (alphaarchitect.com) Why fixed schedule rebalancing may not be optimal. (wsj.com) Are short squeezes at all predictable? (blogs.cfainstitute.org) How pervasive is corporate fraud? (link.springer.com) How can investors identify management integrity?
Wealth Management
JANUARY 10, 2023
What they are, why they are created and how they succeed or fail.
The Reformed Broker
JANUARY 10, 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: ►Bank Earnings – “Bank Earnings to Put U.S. Economy Under Microscope.” ►The Power of Dividends – “A long history of increasing dividends is a clear sign of a stable businesses.” ►Ch.
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.
Wealth Management
JANUARY 10, 2023
Dakota Wealth Management's Carina Diamond discusses what RIA leaders are focusing on today and where the industry is headed.
The Reformed Broker
JANUARY 10, 2023
Final Trades: JPMorgan, Wynn & Broadcom from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
JANUARY 10, 2023
If you are offering clients an ESG or sustainable investment solution, it’s important to walk the talk.
Calculated Risk
JANUARY 10, 2023
Today, in the Calculated Risk Real Estate Newsletter: Mortgage Rate Update A brief excerpt: A year ago, I wrote Mortgage Rates: Moving on Up and 30-year mortgage rates had only increased to 3.625%! Now, Mortgage News Daily reports that the most prevalent 30-year fixed rate is now at 6.14% for top tier scenarios. Usually there is a fairly steady spread between the ten-year Treasury yield and 30-year mortgage rates, although - as housing economist Tom Lawler explained in Mortgage/Treasury Spreads,
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.
Wealth Management
JANUARY 10, 2023
A report from law firm Dentons found that 63% of family offices use direct investments with others interested in doing so.
Nerd's Eye View
JANUARY 10, 2023
Welcome back to the 315th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Lisa Brown. Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.
Wealth Management
JANUARY 10, 2023
In an interview with WealthManagement.com, Dan Moisand stressed the need for updated guidelines and also said the Board hopes to provide more detail on the reasoning behind punishments.
Million Dollar Round Table (MDRT)
JANUARY 10, 2023
By Antoinette Tuscano, MDRT Content Specialist Videos about ideas for better client communications topped the list for viewers of MDRT’s YouTube channel for videos posted in 2022. The ideas shared in these videos came from MDRT members throughout the world, yet their advice and wisdom drive to the heart of the matter for clients everywhere.
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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.
Wealth Management
JANUARY 10, 2023
Brady, formerly a prominent FTX booster, owns more than 1.1 million common shares of FTX Trading, bankruptcy court documents show.
Alpha Architect
JANUARY 10, 2023
Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads. Global Factor Performance: January 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
JANUARY 10, 2023
Thursday, February 09, 2023 | 2:00 PM ET
Advisor Perspectives
JANUARY 10, 2023
Users of online payment apps like Venmo, Zelle, PayPal, Google Pay, and Apple Pay will be in for a complex transformation if the IRS has its way.
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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?
Wealth Management
JANUARY 10, 2023
Meta fell 64% in 2022, making it one of the 10 worst performers among components of the S&P 500 Index.
The Irrelevant Investor
JANUARY 10, 2023
Today’s Animal Spirits is brought to you by YCharts: Enter your information here to get 20% off YCharts (new clients only) On today’s show, we discuss: Jeff Bezos may return to helm Amazon, says forecaster of double-digit stock market losses last year Amazon workers joke about Jeff Bezos’s comeback amid Andy Jassy layoffs The 2023 Economy FAQ: Is recession inevitable?
Wealth Management
JANUARY 10, 2023
Younger female boomers are doing better than their predecessors, but there’s a catch.
Trade Brains
JANUARY 10, 2023
Fundamental Analysis of Samvardhana Motherson International: Last year Motherson Sumi Systems announced the demerger of its DWH business. Later, the demerged company was listed. In addition to this, Motherson Sumi was merged its with parent and its name was changed to SAMIL. With so much happening at SAMIL, how can we as investors resist not looking at the stock?
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